António Moniz

The social dimension of worker-robot interaction in industry is becoming a decisive aspect of robotics development. Many problems and difficulties of robotics research are not only related to technical issues but framed by social aspects. Human-robot interaction (HRI) as a specific research field of robotics tackles this issue. The debate on social involvement in HRI design of a few decades ago must be re-opened. A start-up project was initiated in 2012 at Karlsruhe Institute of Technology (KIT) to define a new research field and establish a conceptual framework on HRI. It was related to recent developments in the manufacturing industry and professional service robotics. The aim was to cooperate with other research teams to establish an expert network in this field. Special focus was placed on the design of work organisation models and issues of robotics technology design for worker (or operator) and robot interaction. In the current paper we present the most important conclusions from these research activities. –

This paper is discussing the intuitive interaction with robotic systems and the conceptualisation connected with known organisational problems. In particular, the focus will be on the manufacturing industry with respect to its social dimension. One of the aims is to identify relevant research questions about the possibility of development of safer robot systems in closer human-machine intuitive interaction systems at the manufacturing shop-floor level. We try to contribute to minimize the cognitive and perceptual workload for robot operators in complex working systems. In particular that will be highly relevant when more different robots with different roles and produced by different companies or designers are to be used in the manufacturing industry to a larger extent. The social sciences approach to such technology assessment is of high relevance to understand the dimensions of the intuitive interaction concept.

The resulting economic integration of industrial processes and manufacturing internationalisation lead several authors to argue that world economy is globalised. In this context, the approach to the divestment concept without an social and económical context, does not show a group of associated practices and representations. Choices and options are motivated by exogenous forces that pushes companies to determine strategies that stop capital investment on new equipment goods, or on other imaterial goods. This type of strategy is designated by "divestment". The social level of consequencies are not due to the closing down or de-localization of production units that are divesting, but can be materialised of efects that are irreversible. This means unemployment, de-skilling, labour precarization and even emergence of new forms of social exclusion in former industrialised regions.

The Portuguese National Action Plan for Employment (NAP) is the main instrument for the labour market policy. It was adopted in 1998. The NAP transposes to the Portuguese reality the contents of such guidelines, with the adequate adjustments required by the national specificities, establishing objectives, quantified targets and action deadlines, as well as defining new programmes and measures. Therefore, the objectives of the labour market policy were focusing on the promotion of an adequate transition of the youngsters in active life, on the promotion of social and professional insertion and fight against long term unemployment and exclusion, on the improvement of basic and professional qualification of the working population in a perspective of lifelong training, namely as a way to prevent unemployment phenomena, and on the preventive management and follow-up of sectoral restructuring processes.

Today one can understand the wider use of the anthropocentrism concept applied to the production architectures, emerging a new value of the intuitive capacities and human knowledge in the optimization and flexibilization of the manufacturing processes. Having a flexible production and assembly system architecture that exists at UNINOVA-CRI, we will try to develop some exploratory hypothesis on the applicability of the hybridizing concept and its repercussions in the definition of working places, in their organization and formation of working teams. We will underline some aspects that should be taken into consideration when are design such systems, including some ergonomical aspects.

The clothing sector in Portugal is still seen, in many aspects as a traditional sector with some average characteristics, such as: low level of qualifications, less flexible labour legislation and stronger unionisation, very low salaries and low capability of investment in innovation and new technology. Is, nevertheless, a very important sector in terms of labour market, with increased weight in the exporting structure. Globalisation and delocalisation are having a strong impact in the organisation of work and in occupational careers in the sector. With the pressure of global competitiveness in what concerns time and prices, very few companies are able to keep a position in the market without changes in organisation of work and workers. And those that can perform good responses to such challenges are achieving a better economical stability. The companies have found different ways to face this reality according to size, capital and position. We could find two main paths: one where companies outsource a part or the entire production to another territory (for example, several manufacturing tasks), close and/or dismissal the workers. Other path, where companies up skilled their capacities investing, for example, in design, workers training, conception and introduction of new or original products. This paper will present some results from the European project WORKS – Work organisation and restructuring in the knowledge society (6th Framework Programme), focusing the Portuguese case studies in several clothing companies in what concern implications of global context for the companies in general and for the workers in particular, in a comparative analysis with some other European countries.

The project started in 2009 with the support of DAAD in Germany and CRUP in Portugal under the “Collaborative German-Portuguese University Actions” programme. One central goal is the further development of a theory of technology assessment applied to robotics and autonomous systems in general that reflects in its methodology the changing conditions of knowledge production in modern societies and the emergence of new robotic technologies and of associated disruptive changes. Relevant topics here are handling broadened future horizons and new clusters of science and technology (medicine, engineering, interfaces, industrial automation, micro-devices, security and safety), as well as new governance structures in policy decision making concerning research and development (R&D).

This paper summarises the methodological approach and main results of the MARHE project (Employment and Human Resources in the Fisheries Socio-Economic System). This project had as its main aim the search for alternative futures for the fisheries sector in Portugal, with particular attention being paid to the human resources situation and the working and living conditions of the fisheries-dependent populations in the coastal areas. This is a particularly interesting case, since fisheries were once an important activity and they are now in deep recession, even though it is generally recognised that the future utilisation of maritime resources offer an immense potential. As part of the research, a Delphi exercise was implemented involving in two successive stages some of the leading actors and experts dealing with the sector in Portugal. Other initiatives were held in the context of the MARHE project providing direct and indirect inputs to the scenarios and recommendations that were put forward in the sequence of the Delphi exercise. Overall the activities described in the paper contributed to the mobilisation of major actors and to discussions that may have practical implication for the future of the sector, if certain conditions are now met in the follow up to the project.

The design of jobs is defined and its different implications. These aspects must be taken into consideration when applied to new automated systems, once it can occur workers in-adaptations to certain type of activity and tasks. Other concepts that emerge from this are the mental workload, stress, work accidents, shift work, or the physical environment that can reveal to become determinant in the process of job design. That means also the organizational design. In this sense, the manufacturing, organizational and individual dimensions, are the most meaningful in the mentioned process of organizational design. Are analyzed different application cases of robotized systems and their social effects, mostly those that are related to the dimensions of working conditions. Are particularly analyzed the new risk situations that occur with the use of robotic systems. One concludes on the need to take into consideration qualitative variables in the definition and design of robotic cells, jobs and production systems. This consideration influences directly in the labor productivity, in such way that the development of these methodologies of analysis can be considered as integrating the processes of technological innovation in manufacturing.

Robotics technology has been applied to a wide variety of sectors and with a higher economic and social impact. In the last decades it has been one of the main elements of industrial manufacturing automation where about 1.5 million robots are currently operating, which means that 4 to 5 million workers are operating those systems. From 2014 to 2016, robot installations are estimated to increase by 6% on average per year. Besides this, in recent years the number of professional service robots has increased enormously in military and civil applications (around 130 thousand units).

Most of the discussion and controversy on organisation of work concepts has been referenced to the manufacturing industry along the 20th century: it started with the concept of “scientific management” from Taylor, and continued with the new ideas on the importance of human factors as Mayo pointed out in the 1930s. Immediately after the 2nd World War Friedmann studied the human problems related to new manufacturing technologies and automation. And the late 1950 and 1960s were decades of strong debate on the socio-technics with the research at Tavistock Institute of London and the emergence of national programmes on new forms of work organisation. At the end of the last century the concept of collaborative work was developed together with the definition(s) of information systems and organisational design. However, the interest came from other production activities, like the services. This article analyses the approaches developed on these debates on the collaborative work and information system and its application to the manufacturing industry.

At the last National Conference of Industrial Sociology in Portugal (in March 1999) was presented a paper on the topic of “foresight as a technology and employment policy instrument” (A.B. Moniz) where there was a reference to the need of development of this kind of tools and instruments. This need is clear when one should neutralize the negative effects of such policies, and could support the positive influences, especially with the main aims of improvement of quality of working life. Thus, is today possible to make a first balance of the application in Portugal of a type of foresight analysis exercise: the Delphi method. After some of the uses of this method in Portugal on the fisheries socio-economical system and on the relation between information society and employment, we present in this paper a first assessment of such experiments and present some recommendations for future uses of this foresight technique. We conclude that they must be applied within the context of socio-economical perspectives, and not only the technological ones, although they should include that dimension.

If indicators of international competitivity of the Portuguese industry reveal very strong weaknesses in the field of education and vocational training, the achievement of a solution is not based only (and should not!) in a decisive increase of investment and support in the education and training system. It seem not logical to think in that way, once normally when one tries to solve a problem that is done in the context of that same problem. Eventually there are other strategies. Which are, then, the fields where is necessary to orient the investiment to improve an industrial competitivity? To try to answer this question, we analise one of the sectors that have contributed the most for an improvement of the Portuguese economical performance, and for a true innovative process as in terms of industrial product, or in terms of manufacturing and distribution processes. Is the automotive sector where that happens, taken in its two most important sub-sectors: the one of automobile manufacturing and assembly, and the one of components manufacturing.

The increasing degree of inter-dependency and integration of economy at a global scale motivated the globalization of scientific and technological knowledge from manufacturing, to the marketing and the strategic management of companies that act as protagonists of these processes. Globalization of markets is inter-connected with intensive incorporation of knowledge in economy. In this sense the continuous evolution of the manufacturing industry structure for an increased high intensity technology elements, namely information and communication technologies, implies that these industrial sub-sectors are conditioning the global performance of economy, the productivity gains and as a consequence the levels of economical and employment growth. This study on “R&D, Innovation and Employment Creation” for the Portuguese Observatory of Employment and Vocational Training (IEFP-MQE) is updating information on the articulation between Job creation, innovation, technology, and R&D. A diagnosis of the state of national S&T research and of processes of technological and organizational innovation was made, as well of the interfacing structures between the knowledge sector and the economical activities. Were made 12 case studies at companies with some innovation activities, interviews to unionists and to Professional associations, and public offices. Was made also a survey to a selected sample of technological infrastructures.

"This book reflects the diversity of platform workers and their strategies to improve their work and organize collectively. It offers an insight on the cultural and institutional frameworks of the gig economy and the varieties of platform work in different sectors, locals, skills and complexity level. At the same time, it provides a range of policy options to ensure labour rights and social protections for these workers. Although a common European policy is still missing, critical debates have been raised to foster socially acceptable platform work. It presents new pathways for exploiting the potential positive effects of platform economy and platform-based work." (from the Introduction)

“It is therefore not surprising that new initiatives are arising both among traditional trade unions and in new types of organisation and, in the process, innovative new demands are being raised and placed on the negotiating agenda. These are documented in this timely publication, which adds indispensably to our knowledge about labour responses to platformisation in Europe.” (from the Preface by Ursula Huws)

Research activities at European level on the concept of new working environments offers considerable attention to the challenges of the increased competencies of people working together with automated technologies. Since the decade of 1980 the development of approaches for the humanization of work organization, and for the development of participative organizational options induced to new proposals related to the development of complex and integrated automated systems. From such parallel conceptual development emerged the concept of “anthropocentric robotic systems” and quickly it covered also other fields of automation. More recently, the debate also covers issues related to working perception of people dealing with autonomous systems (e.g. Autonomous robotics) in tasks related to production planning, to programming and to process control. In fact, today one can understand the wider use of the anthropocentrism concept of production architectures, when understanding the new quality of these systems. In this chapter the author analyses the evolution of these issues related to governance of ICT applied to manufacturing and industrial services in research programmes strengthening very much the ‘classical’ concept of anthropocentric-based systems. It is emerging a new value of the intuitive capacities and human knowledge in the optimization and flexibilization of the manufacturing processes. While this would be a pre-condition to understand the human-robot communication needs, there is also a need to take into consideration the qualitative variables in the definition and design of robotic systems, jobs and production systems.