António Moniz

Portugal had only very few foresight exercises on the automobile sector, and the most recent one was a survey held in a project on work organisation systems in the automobile industry, its recent historical paths and the special strategies of location of companies (the WorTiS project). This involved several teams with different disciplinary backgrounds and from two Portuguese universities. The provisional main results of the first round of a Delphi survey held in Portugal on the automotive sector were already published, but a further analysis was not yet done. This foresight survey was done under the WorTiS project, developed in 2004 by IET – Research Centre on Enterprise and Work Innovation (at FCT-UNL), and financed by the Portuguese Ministry of Science and Technology. Some of this experience on foresight analysis is also been transferred to other projects, namely the WORKS project on work organisation restructuring in the knowledge society that received the support from EC and still is running. The majority of experts considered having an average of less knowledge in almost all the scenario topics presented. This means that information on the automotive industry is not spread enough among academics or experts in related fields (regional scientists, innovation economists, engineers, sociologists). Some have a good knowledge but in very specialised fields. Others have expertise on foresight, or macroeconomics, or management sciences, but feel insecure on issues related with futures of automobile sector. Nevertheless, we considered specially the topics where the experts considered themselves to have some knowledge. There were no “irrelevant” topics considered as such by the expert panel. There are also no topics that are not considered a need for co-operation. The lack of technological infrastructures was not considered as a hindered factor for the accomplishment of any scenario. The experts’ panel considered no other international competence besides US, Jap

The post-graduation in the field of Technology Assessment (TA) is recent and that are several and different ways to be organised. Most experiences are related with the Masters diplom level (2nd cycle of graduation in high education). Just one in PhD level is explicit in the field of TA, and some other PhD courses include also TA topics in their programme structure. In this chapter we will analyse the problems related with the design of a post-graduation (MA, MSc or PhD) programme in the field of TA using as reference some international experiences. Hereby, the main conclusion seems to address labour market needs in the specialised knowledge of TA, of technology management or technology innovation. In this sense TA should be included as “minor” into post-graduation courses which may range from engineering disciplines to social sciences. As a graduation programme it can fill an expertise gap between technicians,engineers, scientists and the strategic decision makers or policy makers.

Industrial rationalization represents a decisive moment of the strategic development of business activities in the last few years. In this sense, it is also a theoretical challenge to Industrial Sociology, since the dimensions, both technical and social, of that rationalization can be underlined. The analysis of the better-known different patterns of rationalization allows us a further knowledge of the main strategies for industrial modernization. Accordingly, this paper presents some results deriving from the application of those strategies. Finally, this paper gives a particular attention to the more recent tendencies of development of integrated systems of production, particularly of those focusing upon the social and organizational aspects of industrial rationalization.

The goal of technology assessment (TA) is to lend support to society and policy making by promoting understanding of the problems related to the grand sociotechnical challenges of our time, as well as to assess the available options for managing them. Researchers from Japan and Europe reflected together in this book on country-specific developments to identify the conditions that must be present to anchor TA in science, politics, and society. This book helps us to learn about different cultures.

The relation between work organisation and technological practices in auto industry is analysed in this article. The concept of “technological practice” in this sector is used to describe the specific ways of embedding information and communication technology applications into the organizational forms and cultural patterns. This concept was developed with the Sowing project (TSER, DG XII) and that approach included either the shop floor co-operation up to the regionally based networks of companies and supporting institutions. The authors studied different sectors in the automotive firms of different European countries (Germany, Belgium and Portugal): shopfloor and production lines, design and management and the local inter-relationships. It was underlined some evidencies of the different alternatives in terms of technological practices for the same sector. Much of the litterature try to disseminate an idea of a single (and optimum) organisational model for the same type of product. And here, even with the same type of technology, and of product (medium-high range), one can find different models, different cultures, different ways of organising the industrial structure (firms, regional institutions, R&D centres) in the same sector (auto industry).

The interest to study this factory of GM group in Portugal is due to the facto of being one of the oldest assembly lines of the automotive sector still operating in Portugal (it was founded in 1963). Besides that, it went recently across a very intensive technological change, and then would be interesting to know the organisation of work model chose. The Opel factory occupies at the moment the former one that belonged to Ford Lusitana. There it has being under production some modules that feed the assembly line on JIT and in sequence. Although there were severe difficulties to implement the case study at Opel, this report could be done using secondary information and several interviews at the factory and initial visits. This Opel factory was recently closed down in the frame of a GM European strategy for re-structuring.

In this working paper is presented information on the Portuguese labour market developed with the support of the European project WORKS-“Work organisation and restructuring in the knowledge society”. Is still a on the process article and thus commentaries are welcome. The structure is based on the following topics: a) The employment policy (Time regimes - time use, flexibility, part-time work, work-life balance -, and the work contracts regimes – wages, contract types, diversity); b) Education and training (skilling outcomes, rules on retraining and further training, employability schemes, transferability of skills); c) Equal opportunities (relevance of equal opportunity regulation for restructuring outcomes, the role of gender and age regulation); d) Restructuring effects (policy on transfer of personnel, policy on redundancies, and participation or voice in restructuring).

The research report presents the key findings from the INVOLVE project (VS/2020/0145). It contributes to the debates on the participation of social partners in dual VET governance under countries generally classified as state-centred, skills-formation regimes (Spain, Greece, Portugal and Poland). The research report analysed the actual role played by social partners in the dual VET systems in the selected countries at different governance levels and the extent to which trade unions and employer organisations are involved on an equal footing. It also formulates policy recommendations supporting collective responses to dual VET systems in the selected countries. Findings are based on desk research, fieldwork consisting of semi-structured interviews and mini-case studies and national scenarios developed by INVOLVE partners, on the basis of a scenario workshop methodology

The emergence of the platform economy is the most recent model of outsourcing practices and the flexibilization of the organisation of production supported by the development of information and communication technologies. The spread of this business model has led to the expansion of different precarious forms of employment, the most common being the bogus self-employed. The business model based on digital platforms also has the effect of limiting the capacity of trade unions to represent and defend workers, preventing or limiting, for example, resource to collective bargaining. This article compares the trade union revitalisation strategies deployed in Spain and Portugal in the rider sector by traditional trade unions and associations of delivery workers and precarious workers. The article shows how, in both countries, unions have combined organising and mobilisation strategies with actions aimed at influencing political and regulatory expectations. However, there is evidence of a greater experimentation of practices in the Spanish case, as well as a greater impact and influence of their strategies in political terms. The article also reveals important differences between the two countries regarding the relationship between traditional trade unions and delivery workers' associations.

This report begins with some general information and analysis of policy and regulation that were the subjects of discussion and exchange in the policy pillar in the first phase of WORKS. The second section is a synthesis of country information on general principles and trends of policy and policy enforcement. This is followed by a summary of sector information for the sectors chosen by the qualitative pillar to be the objects of empirical analysis. The last summarises research questions and dimensions to be guidelines for carrying out case studies and capturing the relevance and effects of policy and institutions at the workplace. –

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We are facing an era, where pressures on health costs are extremely high, and the reforms in health system are almost constant. But over time, one factor remains unchanged – Technology continues being the sustenance of health care. Manufacturers, clinicians, patients, diagnostic and therapeutic technicians, hospital managers, government leaders, among others, either in public or private sector, are increasingly demanding in the sustained seek for information that support its decisions. Those decisions are about different types of issues: if, or how the technology can be developed, whether a technology should or should not enter the market, whether to acquire and use certain technology, and so forth. Such demand is well implied in the growth and development of Health Technology Assessment (HTA). This specialised field is commonly understood according to the International Network of Agencies for Health Technology Assessment (INAHTA, 2003) as an multidisciplinary analysis and decisional field, which studies the implications of clinical, social, ethical and economic development, dissemination and use of health technologies, without neglecting its political analysis (Goodman, 2004). The political decisions made based on HTA reports should be based on scientific evidence, linking efforts between the technical, economic and political dimensions, resourcing to a participatory vision, so that we can translate the best possible decision (Novaes 2006). On the other hand, the success of these decisions depends critically on the skills of the researcher to convey wisdom and confidence in applying rules of argumentation (Grunwald, 2007). In this paper we analyse the technical and methodological aspects of HTA, seen as a tool for evaluating health procedures and techniques. And we analyse the needs for skills and qualifications development of the actors involved in this process.

A lot has been written over the last decade with regard to Toyota and the productive model associated to it (toyota-ism). And more specifically concerning the "(…) best-seller that changed the... sociological world" (Castillo, 1998: 31). But the case of Salvador Caetano’s Ovar Industrial Division (OID), that assembles Toyota light commercial vehicles in Portugal, allows us to put forward a sub-hypothesis that fits into the analysis schema proposed in the First GERPISA International Program – "In short, GERPISA members considered that the plurality of models was much a plausible hypothesis deserving testing as that of the diffusion of a unique model (…)" (Boyer, Freyssenet, 2001: 42). So we add: and within Toyota itself, is it not true that different productive models co-exist – especially when delocalised – depending, amongst other factors, on the degree of Toyota participation – in terms of capital and technology transfer – in the local company (strong or weak) and on the markets to be reached (internal or external)? If so, what work system can we expect to find in a plant that presents such peculiar characteristics as this one?

This paper presents and discusses two case studies in the Portuguese motor vehicle industry – Salvador Caetano’s Ovar Industrial Division (SCOID), a ‘Brownfield site’ with minority Toyota ownership; and Autoeuropa, a ‘Greenfield site’ wholly owned by Volkswagen. Basically, it considers the scope for the meaningful application of ‘Japanese’ organisational methods in these contexts, focusing on the human factor – i.e. as close as possible to the actors on the shop floor. After providing some insights into the Portuguese automotive industry, it profiles both SCOID and Autoeuropa and assesses each of their methods of work, within this balance of commitment between global and local. The main findings reveal the lag that can exist between theoretical models (namely those following a geographical criteria) and the actual practice carried out by manufacturers when tested outside their point of geographical origin.

Science and technology (S&T) are considered to be a central source, or at least a basic medium, of societal and industrial innovation, while innovation is conceived to basically feed the regeneration of our welfare. The suppliers of S&T in Europe as well as the users of their „products“, are confronted with a number of challenges today. We want to stress here that it was not the primary goal of our Advanced Science & Technology Policy Planning (ASTPP) Network to come up with proposals how the strategic character of European S&T policies could be strengthened. The ASTPP-network instead focuses on one aspect: the provision of strategic intelligence necessary to identify and develop strategic choices. The underlying hypothesis is that the existing body of experiences with technology foresight, technology assessment and S/T policy evaluation provides a basis for the development of an advanced S&T policy „planning“ approach by trying to enhance, interlink or even integrate the growing, but still dispersed experience in these three areas of intelligence. By „intelligent“ we mean that the inter-relatedness of S&T, industrial efforts, societal needs and political interventions becomes more transparent so that interactive collaboration between them will be facilitated.

The focus of the following article is on the use of new robotic systems in the manufacturing industry with respect to the social dimension. Since “intuitive” human–machine interaction (HMI) in robotic systems becomes a significant objective of technical progress, new models of work organization are needed. This hypothesis will be investigated through the following two aims: The first aim is to identify relevant research questions related to the potential use of robotic systems in different systems of work organization at the manufacturing shop-floor level. The second aim is to discuss the conceptualization of (old) organizational problems of human–robot interaction (HRI). In this context, the article reflects on the limits of cognitive and perceptual workload for robot operators in complex working systems. This will be particularly relevant whenever more robots with different “roles” are to be increasingly used in the manufacturing industry. The integration of such complex socio-technical systems needs further empirical and conceptual research with regard to “social” aspects of the technical dimension. Future research should, therefore, also integrate economic and societal issues to understand the full dimensions of new human–robot interaction in industry today.

The results presented in this article are related to the field of investigation defined inside the European TSER project on "Information Society, Work and Generation of New Forms of Social Exclusion " (SOWING). The thematic center of the project is connected with the question of the relations that exist between the introduction of information technologies (IT) and the changes in the waged labour as well as in the organisation of work systems. The introduction of these technologies transformed specially the activities on services as well as certain branches, where great changes of the organization of work for the next future assume, which are discussed within the margin of the debate on future forms of work. The tendencies within the occupational structures indicate an individualisation of the insecurities and an opening of the occupational carreers. For these reasons, the development of the occupational carreers is more and more bound to the biographical planning. The institutionalised occupational model is changing very strongly, which in the long term will take to social and cultural changes, not only in the professional life, but also in the private life.

Due to the innovative possibilities of digital technologies, the issue of increasing automation is once again on the agenda – and not only in the industry, but also in other branches and sectors of contemporary societies. Although public and scientific discussions about automation seem to raise relevant questions of the “old” debate, such as the replacement of human labor by introducing new technologies, the authors focus here on the new contextual quality of these questions. The debate should rethink the relationship between technology and work with regard to quantitative and qualitative changes in work. In this article, our example will be the introduction of automation in industry, which has been reflected in the widely recognized study by Frey and Osborne in 2013. They estimated the expected impacts of future computerization on US labor market outcomes as very high, specifically regarding the number of jobs at risk. Surprisingly, this study was the starting point of an intensive international debate on the impact of technologies on the future of work and the role of technological change in working environments. Thus, according to the authors, “old” questions remain important, but they should be reinterpreted for “new” societal demands and expectations of future models of work.

This paper analyses the problems and trends of the introduction of anthropocentric production systems (APS) in small less industrialized member states of the European Union, specifically the case of Portugal, based on the report for the FAST-Anthropocentric Technology Assessment Project (Monitor Programme) on “Prospects and conditions for APS in Europe by the 21st century”. Research teams from all countries of the European Community, as well as researchers from USA, Japan and Australia were participating in this project. The aim of this paper is to characterize APS and to present some special considerations related to the socioeconomic factors affecting the prospects and conditions for APS in Portugal. APS is defined as a system based on the utilization of skilled human resources and flexible technology adapted to the needs of flexible and participative organization. Among socioeconomic factors, some critical aspects for the development of APS will be focused, namely technological infrastructure, management strategies, perceived impact of introduction of automated systems on the division of labor and organizational structure, educational and vocational training and social actors strategies towards industrial automation. This analysis is based on a sample of industrial firms, built up for qualitative analysis, and on case studies analysis that can be reference examples for further development of APS, and not just for economic policy purposes alone. We have also analyzed the type of existing industrial relations, the union and employer strategies and some aspects of public policies towards the introduction of new technologies in the order to understand the extent to which there exist obstacles to and favorable conditions for the diffusion of anthropocentric systems. Finally some recommendations are presented to stress the trends for the implementation and development of anthropocentric production systems in Portugal.

A propose for this article is to present information on the emergence of the knowledge field of sociology of work and labor studies in Portugal. The period of 1974-1984 produced an interesting bibliography in the fields of social stratification, labor conflicts and social history. However, and since the mid-1980s, significant changes have emerged. There took place an increased theoretical diversity and also there was a major preoccupation with the development of a more professional teaching of the discipline. At this time, the first graduated specialists in Sociology appeared in the labor market since 1980, working in municipalities, industrial firms, public health institutions, schools, or even in research and development (R&D) units. The Portuguese association in this field (APSIOT) organized many scientific meetings, debates with unionists, managers and politicians, beside the regular publication of review “Organizações e Trabalho” (Organization and Work) since 1989. It started the diffusion of a professional culture of sociologists who associate science and their occupation concerning themselves not only with scientific quality, but also with technical competence and social responsibility. At the same time, one could assist to the participation of sociologists in the social and organizational molding of new technologies in order to promote alternative production systems.

Die Ausweitung von Robotertechnologien nicht nur in der Industrie, sondern zunehmend auch in Dienstleistungsbereiche, stellt große Herausforderungen an die Mensch-Roboter-Kollaboration. Der Artikel beleuchtet psychologische, soziologische, arbeitswissenschaftliche und berufspädagogische Gesichtspunkte bei der Gestaltung und dem Einsatz von Robotern in Produktion und Service. Zu diesem Zweck werden zunächst spezifische Merkmale der Mensch-Roboter-Interaktion dargestellt, um anschließend Prinzipien der Funktionsteilung zwischen Menschen und Robotern in Arbeitssystemen des Produktions- und Servicebereichs zu diskutieren. Zu berücksichtigen sind hier die Organisation gesellschaftlicher Arbeit, die spezifischen Arbeitsaufgaben sowie die Möglichkeiten und Grenzen der informationstechnischen Realisierung solcher Aufgaben. Der Artikel endet mit dem Plädoyer, bei der Entwicklung und Anwendung von Robotern arbeitswissenschaftliche Kriterien mit Ansätzen partizipativer Technikgestaltung zu kombinieren.

Additive manufacturing (commonly known as 3D printing or rapid prototyping) refers to processes used to produce parts in an additive manner by means of computer-aided design (CAD). While additive manufacturing is a technology that can be used in many different application areas, this project focuses on future trends in additive manufacturing (AM) aimed at improving biological functionality (bio-AM) and on its opportunities, barriers and challenges. The big advantage of this technique is that small batches can be produced more economically than with any other manufacturing process. Virtually any structure can be customized, which is particularly important in the healthcare sector. Possible applications include biological implants such as organs and tissues, nutrients, drugs and their transport mechanisms, equipment such as surgical knives and drilling guides, tissues for research, development and training, and personalized prostheses, supports and exoskeletons. Besides exploring such applications, the project will also systematically analyze potential "human enhancement" uses of AM technology and developments in the emerging do-it-yourself (DIY) cultures ("bio/body-hacking"; cyborgism; open source 3D printing movement).

In the first phase of the project, the technological state of the art will be analyzed, as will a wide variety of non-technical aspects, regulatory issues and future trends, also with a special focus on sociotechnical imaginaries (e.g., in science fiction), human enhancement and DIY cultures. This horizon scanning will be accomplished partly by means of expert and stakeholder interviews.

In the second phase, the project will use a variety of foresight and technology assessment methods and will carry out a 360° envisioning exercise with contributions by external experts, entailing an in-depth analysis of selected applications of bio-AM.

The project work will end with a scenario development phase in which the focus will be on likely outcomes of already emerging developments, though further-reaching future perspectives will be taken into account to a certain extent. Taken together, these scenarios will allow for both a broader understanding of the wide range of potential impacts of AM applications and a clearer picture of potential policy challenges relevant to the Members of the European Parliament.

Political and economic crises and issues such as global warming, decreased fossil fuel reserves, environmental pollutions and acid rains are just some of the problems caused by improper energy consumption. Energy efficiency optimization with the right policy and definition of accurate scientific methods proven in energy consumption includes planning, enforcement, organizing permanent control, and continuously reviewing technology upgrades. Additionally, developing legal solutions to implement these programs prevents the destruction and waste of energy resources and reduces the side effects of improper energy consumption. The shape of the city and its components can affect the city’s quality and its spaces, as well as the air quality change, creating a particular climate in their area, causing phenomena such as heat islands, dust, rain, albedo, atmospheric inversion, and some others. By making changes in the shape of the city, both on a large scale and a micro-scale, atmospheric currents and, consequently, air quality in cities can be improved. Urban morphological indicators, including building height, building type, occupancy level, segmentation, block size, block shape, density, and urban green, can affect the weather and climate conditions outside and inside the building and, thus, the energy demand in the areas. By creating effective reforms in the model of configuration of the urban regions, including the pattern of land fragmentation, the physical characteristics of buildings, the network of passages and open spaces, it is possible to increase the energy efficiency of buildings in the long term in the regional(synoptic) climatic conditions of the city and the neighbourhood.

Since the 1970s, the application of microprocessor in industrial machinery and the development of computer systems have transformed the manufacturing landscape. The rapid integration and automation of production systems have outpaced the development of suitable human design criteria, creating a deepening gap between humans and systems in which human was seen as an important source of errors and disruptions. Today, the situation seems different: the scientific and public debate about the concept of Industry 4.0 has raised awareness about the central role humans have to play in manufacturing systems, the design of which must be considered from the very beginning. The future of industrial systems, as represented by Industry 4.0, will rely on the convergence of several research fields such as Intelligent Manufacturing Systems (IMS), Cyber-Physical Systems (CPS), Internet of Things (IoT), but also socio-technical fields such as social approaches within technical systems. This article deals with different human social dimensions associated with CPS and IoT and focuses on their conceptual evolution regarding automated production systems’ sociability, notably by bringing humans back in the loop. Hereby, this paper aims to take stock of current research trends to show the importance of integrating human operators as a part of a socio-technical system based autonomous and intelligent products or resources. Consequently, different models of sociability as a way to integrate humans in the broad sense and/or the develop future automated production systems have been identified from the literature and analysed.