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Citation: Agote-Garrido, A.; Martín-Gómez, A.M.; Lama-Ruiz, J.R. Manufacturing System Design in Industry 5.0: Incorporating Sociotechnical Systems and Social Metabolism for Human-Centered, Sustainable, and Resilient Production. Systems 2023,11, 537. https:// doi.org/10.3390/systems11110537 Academic Editors: Michael E. Miller and Christina Rusnock Received: 25 September 2023 Revised: 1 November 2023 Accepted: 3 November 2023 Published: 4 November 2023 Copyright: © 2023 by the authors. Licensee MDPI, Basel, Switzerland. This article is an open access article distributed under the terms and conditions of the Creative Commons Attribution (CC BY) license (https:// creativecommons.org/licenses/by/ 4.0/). systems Article Manufacturing System Design in Industry 5.0: Incorporating Sociotechnical Systems and Social Metabolism for Human-Centered, Sustainable, and Resilient Production Alejandro Agote-Garrido * , Alejandro M. Martín-Gómez and Juan Ramón Lama-Ruiz Design Engineering Department, Polytechnic School, University of Seville, 41011 Seville, Spain; [email protected] (J.R.L.-R.) *Correspondence: [email protected] Abstract: This paper delves into the concept of social metabolism as a foundation for the development of sociotechnical systems in Industry 5.0. The study conducts an analysis of the existing methods and approaches for designing sociotechnical systems, and reviews publications that utilize such systems to incorporate Industry 4.0 technologies into manufacturing processes. Additionally, it examines the three key factors of Industry 5.0 and the enabling framework of Industry 4.0 technologies. Based on these investigations, a theoretical model is proposed for manufacturing system design, employing sociotechnical systems to integrate Industry 4.0 enabling technologies, while considering the essential aspects of Industry 5.0. The model emphasizes the early consideration of sociotechnical systems to design manufacturing systems that prioritize human-centricity, sustainability, and resilience. By embracing this comprehensive approach, the proposed model contributes to the realization of a production environment aligned with societal needs, fostering a more conscious and adaptable industry. Keywords: Industry 5.0; sociotechnical system; social metabolism; human-centered; sustainable; resilient; manufacturing system design; adaptable industry 1. Introduction Social metabolism stands as a key concept in industrial ecology [ 1 ]. It examines the interactions between humans and the environment, focusing on the flows of energy and materials stemming from socio-economic activities. This perspective enables an understanding of how human actions are interconnected with ecological processes, aiming to find sustainable approaches that reduce environmental impact [ 2 ]. Within the context of sociotechnical systems, comprehending social metabolism facilitates the design of smart and sustainable manufacturing systems [3]. Sociotechnical systems, in their relation to social metabolism, address the intricate interplay between social and technical elements within an organizational context [ 4 ]. This approach aims to balance technical efficiency and the well-being of workers [ 5 ]. Industry 5.0 emerges as an evolution of Industry 4.0 [ 6 ]. This new paradigm focuses on integrating advanced technologies derived from its predecessor, such as artificial intelligence, robotics, or the Internet of Things, with a human-centered, sustainable, and resilient approach [ 7 ]. This industrial model seeks to create symbiotic factories where productive efficiency is optimized, ensuring a safe and healthy work environment. There are many questions that arise regarding the new era of Industry 5.0, the development of value-based work environments, and the potential integration of sociotechnical theory to mitigate the imbalance between industrial activity and natural systems. The disconnect between industrial economy and natural cycles is referred to as metabolic rift [ 8 ]. Therefore, this paper addresses the following research questions (RQs): (RQ1) Is it possible to define strategies guided by the values of the new industrial paradigm and sociotechnical Systems 2023,11, 537. https://doi.org/10.3390/systems11110537 https://www.mdpi.com/journal/systems
Systems 2023,11, 537 2 of 19 theory that reverse the metabolic rift? (RQ2) What is a suitable framework that enables industrial sustainability at different levels of analysis? (RQ3) What knowledge, tools, and techniques should be integrated into the proposed model for enabling technologies of sociotechnical systems to develop from the values of Industry 5.0? This paper stands out for several fundamental contributions in the field of manufacturing systems and Industry 5.0, especially through the conceptualization of sociotechnical systems within the framework of social metabolism. One of the main contributions of this research is the formulation of a theoretical model for sociotechnical systems, which not only integrates the fundamental principles of social metabolism but also considers the technologies of modern production systems. This innovative approach allows for the design of manufacturing systems that are not only technically efficient but also promote environmental sustainability and human well-being. Furthermore, by proposing a model that emphasizes the adoption of enabling technologies under the Industry 5.0 paradigm, this paper sets a precedent for the conscious integration of sustainability and resilience at the core of industrial systems. This provides a valuable roadmap not only for theoretical transformation but also for the practical overhaul of current production systems toward structures that prioritize social, environmental, and human needs. In relation to the above, the following objectives can be formulated based on the theme of study: (1) Defining the values of the new industrial paradigm to consider them at the early stages of enabling technology design. (2) Identifying sociotechnical systems and their principles. (3) Incorporating activity theory (AT) into the conception of industrial environments to mitigate the metabolic rift. (4) Proposing a framework for integrating enabling technologies of sociotechnical systems from the values of Industry 5.0. Given the objectives to develop, this paper is organized as follows: (1) Introduction: it defines the problem and what is expected from the research. (2) Social metabolism and sociotechnical systems: it defines their principles and how they relate. (3) Industry 4.0 technologies: it analyzes the advantages and disadvantages of enabling technologies for sociotechnical systems. (4) Industry 5.0: it defines the new industrial paradigm. (5) Design model: it proposes a theoretical model to integrate Industry 5.0 values into a production process. (6) Conclusions after the research. 2. Social Metabolism and Sociotechnical Systems 2.1. Social Metabolism Global physical constraints require a paradigm that studies human interactions and designs adaptation strategies. This approach, defined as the set of all flows and transformations of physical resources in a systems context, is called social metabolism [ 9 ]. The concept of social metabolism encompasses the extraction of natural resources, their transformation into production, their accumulation, and their release as waste and emissions [ 10 ]. The relationship between social metabolism and its fundamental aspects of organization motivates research into changes in social structures [11]. The current concept of sustainability pertains to the ecological limitations of the planet and the interference that human activities have with these boundaries [ 12 ]. A sustainable and resilient state requires social changes. These can be understood as transformations of sociotechnical systems [ 13 ]. Considering sociotechnical systems in relation to social metabolism involves distinguishing three types of systematic impacts on the biophysical sphere: positive, neutral, and negative impacts. Positive impacts aim to enable ecological resilience [ 14 ]. Neutral impacts maintain human well-being and fulfill the basic requirements of stakeholders [ 15 ]. Finally, negative impacts exert additional pressure on planetary boundaries [12]. 2.2. Sociotechnical Systems: Principles Current organizations constitute complex systems. The study of complex systems employs complexity science [ 16 ]. This way of thinking assumes that a system can be understood through the interactions between its various parts, not just its internal elements
Systems 2023,11, 537 3 of 19 but also the connections and interdependencies between systems. Under this premise, sociotechnical theory emerges [ 17 ]. This thinking is based on the idea that design is systematic and requires the consideration of both social and technical factors. This term was originally used to denote human–machine interaction in the industrial workplace [ 18 ]. However, in 1960, Emery and Trist expanded its scope to describe systems involving complex interactions between technology and humans, as well as their consequences [ 4 ]. The sociotechnical approach continues to seek the joint optimization of social and technical systems. The technical system encompasses technology and its associated work structure, while the social system refers to groups of individuals and the coordination, control, and management of boundaries [ 19 ]. Badham et al. identify five fundamental characteristics of sociotechnical systems [ 20 ]. Systems must have independent parts, they should be adaptive, they possess an internal environment composed of technical and social subsystems, system objectives can be achieved via multiple means, and system performance relies on joint optimization [19]. 2.3. Key Approaches and Methods Sociotechnical design emerged at the Tavistock Institute in London. At the time, there was widespread job dissatisfaction among lower-ranking workers engaged in routine tasks with limited opportunities for personal development [ 21 ]. Bertalanffy introduced the notion of “open systems”. He suggested that systems become increasingly complex but ultimately reach a state of stability that allows them to adapt to change [ 22 ]. Fred Emery developed the concept of “function redundancy”. He proposed that individuals should have the ability to perform various tasks to cope with unexpected events [ 19 ]. Herbst developed the concept of “minimal critical specifications” [ 23 ]. He rejects the idea that jobs should be over-specified. Workers should know what to do, but they should not be told how to do it. Figure 1presents the nine sociotechnical design principles proposed by Albert Cherns [ 24 ]: (i) Compatibility: the design process must align with its objectives. (ii) Minimum critical specification: social groups should have clear objectives, but they should decide how to achieve them. (iii) Sociotechnical criteria: deviations from expected norms and standards should be eliminated or controlled. (iv) Multifunctionality principle: groups need a variety of skills to be able to respond to changes. (v) Boundary locations should facilitate the exchange of knowledge and experiences. All groups should learn from each other. (vi) Information should be transmitted to where it is needed for action. (vii) Supporting congruence: social support systems that reinforce desired behavior should be designed. (viii) Design and human values: quality work requires opportunities that lead to a desirable future. (ix) Incomplete establishes that design is an iterative process that never stops. Systems 2023, 11, x FOR PEER REVIEW 3 of 20 2.2. Sociotechnical Systems: Principles Current organizations constitute complex systems. The study of complex systems employs complexity science [16]. This way of thinking assumes that a system can be understood through the interactions between its various parts, not just its internal elements but also the connections and interdependencies between systems. Under this premise, sociotechnical theory emerges [17]. This thinking is based on the idea that design is systematic and requires the consideration of both social and technical factors. This term was originally used to denote human–machine interaction in the industrial workplace [18]. However, in 1960, Emery and Trist expanded its scope to describe systems involving complex interactions between technology and humans, as well as their consequences [4]. The sociotechnical approach continues to seek the joint optimization of social and technical systems. The technical system encompasses technology and its associated work structure, while the social system refers to groups of individuals and the coordination, control, and management of boundaries [19]. Badham et al. identify five fundamental characteristics of sociotechnical systems [20]. Systems must have independent parts, they should be adaptive, they possess an internal environment composed of technical and social subsystems, system objectives can be achieved via multiple means, and system performance relies on joint optimization [19]. 2.3. Key Approaches and Methods Sociotechnical design emerged at the Tavistock Institute in London. At the time, there was widespread job dissatisfaction among lower-ranking workers engaged in routine tasks with limited opportunities for personal development [21]. Bertalanffy introduced the notion of “open systems”. He suggested that systems become increasingly complex but ultimately reach a state of stability that allows them to adapt to change [22]. Fred Emery developed the concept of “function redundancy”. He proposed that individuals should have the ability to perform various tasks to cope with unexpected events [19]. Herbst developed the concept of “minimal critical specifications” [23]. He rejects the idea that jobs should be over-specified. Workers should know what to do, but they should not be told how to do it. Figure 1 presents the nine sociotechnical design principles proposed by Albert Cherns [24]: (i) Compatibility: the design process must align with its objectives. (ii) Minimum critical specification: social groups should have clear objectives, but they should decide how to achieve them. (iii) Sociotechnical criteria: deviations from expected norms and standards should be eliminated or controlled. (iv) Multifunctionality principle: groups need a variety of skills to be able to respond to changes. (v) Boundary locations should facilitate the exchange of knowledge and experiences. All groups should learn from each other. (vi) Information should be transmitted to where it is needed for action. (vii) Supporting congruence: social support systems that reinforce desired behavior should be designed. (viii) Design and human values: quality work requires opportunities that lead to a desirable future. (ix) Incomplete establishes that design is an iterative process that never stops. Figure 1. The nine principles of sociotechnical design.
Systems 2023,11, 537 4 of 19 2.4. Activity Theory Activity theory is a theoretical framework developed by Lev Vygotsky and later expanded upon by other researchers such as Aleksandr Luria and Alexei Leontiev [ 25 ]. This framework has been widely used to understand how human activities relate to technical aspects within a system [ 26 ]. Activity theory provides a structure for understanding technical and social interactions. Furthermore, it allows for the design of sociotechnical systems by identifying areas for enhancement [ 27 ]. Leontiev represents activity theory using a model with six vertices. The subject is the primary actor who performs an activity. The object is what the subject intends to achieve through the development of the activity. The tool is any technology, physical or virtual, that the subject uses to carry out the activity. The community represents the social context. Rules encompass all the norms and procedures that guide the activity. Finally, the division of labor considers the roles within the community and how tasks are distributed [28]. 2.5. Other Sociotechnical Approaches In addition to the identified sociotechnical systems approaches and principles, there are other approaches that encompass sociotechnical ideas. The study and consideration of these other approaches will assist in the development of intelligent social manufacturing systems. Soft Systems Methodology (SSM) is an approach that considers the roles, responsibilities, and concerns of stakeholders. Its objective is to understand problems from the perspectives of those involved [29]. Cognitive Work Analysis (CWA) is a formative approach based on predicting the operation of complex systems. This approach contrasts with most approaches, which are either normative (establishing how work should be carried out) or descriptive (establishing how work is carried out) [ 30 ]. The socio-technical method for designing work systems is designed for use in job allocation. It identifies tasks that should be assigned to machines and considers those that should be performed by humans [ 31 ]. Ethnographic workplace analysis focuses on measuring operational problems that affect system functionality and use. It highlights the importance of workplace awareness [ 32 ]. Contextual design is based on the idea that any system inherently incorporates a particular way of working that then characterizes how it will be structured. Its aim is to design products based on how the customer performs work [ 33 ]. Cognitive systems engineering analyzes organizational issues. It uses observation as a tool to understand sources of failure [ 34 ]. Human-centered design considers social and cultural factors. It is based on an explicit understanding of users, their tasks, and their environment [35]. 2.6. Metabolic Rift The approach that sociotechnical theory has had up to the present has driven industrialization. Increasing industrial capital has allowed for growing economic development [ 36 ]. However, this conception of sociotechnical systems has led to natural capital and social capital becoming increasingly separated. As Figure 2depicts, the concept of metabolic rift refers to the imbalance in the flows of materials, energy, and resources in the manufacturing sector. The waste of resources, excessive energy consumption, or the disconnection of processes are some of the ways in which the metabolic rift that the industrial environment has undergone is manifested. This raises the need to reconsider how sociotechnical systems are designed and managed [37].
Systems 2023,11, 537 5 of 19 Systems 2023, 11, x FOR PEER REVIEW 5 of 20 Figure 2. Metabolic rift between social capital and natural capital. 3. Incorporation of Industry 4.0 and Enabling Technologies into Manufacturing Systems Modern factories are currently in the process of adapting to the new era of interconnectivity and digitization, known as the Fourth Industrial Revolution [38]. These factories are employing advanced technologies to enhance manufacturing productivity, response time, and profitability [39]. However, the implementation of these machines alongside workers has created highly complex production environments. The development of these environments aims to prevent workers from performing hazardous, monotonous, or demeaning tasks, elevating them to tasks requiring skill and critical thinking that would be difficult to automate or replace [40]. However, research has predominantly focused on technological advancement, with minimal attention given to the integration of workers into these intelligent systems [41]. 3.1. Industry 4.0 Technologies The development of advanced technologies has enabled the advancement of integrated and connected systems capable of monitoring equipment, collecting a large amount of data, and updating virtual models with information from physical processes. This leads to a new era of smart manufacturing [42]. However, rapid technological development leads to the impact of enabling technologies on sociotechnical systems not always being positive. Table 1 summarizes the positive and negative aspects of some enabling technologies during Industry 4.0. The main positive impacts are the improvement of worker safety and health, time reduction, training effectiveness, waste reduction, and easy access to real-time information about activities [43]. On the other hand, the main negative impacts of technologies in manufacturing activities are worker resistance, the discomfort of devices, and a high level of required technical skills [44]. Figure 2. Metabolic rift between social capital and natural capital. 3. Incorporation of Industry 4.0 and Enabling Technologies into Manufacturing Systems Modern factories are currently in the process of adapting to the new era of interconnectivity and digitization, known as the Fourth Industrial Revolution [ 38 ]. These factories are employing advanced technologies to enhance manufacturing productivity, response time, and profitability [ 39 ]. However, the implementation of these machines alongside workers has created highly complex production environments. The development of these environments aims to prevent workers from performing hazardous, monotonous, or demeaning tasks, elevating them to tasks requiring skill and critical thinking that would be difficult to automate or replace [ 40 ]. However, research has predominantly focused on technological advancement, with minimal attention given to the integration of workers into these intelligent systems [41]. 3.1. Industry 4.0 Technologies The development of advanced technologies has enabled the advancement of integrated and connected systems capable of monitoring equipment, collecting a large amount of data, and updating virtual models with information from physical processes. This leads to a new era of smart manufacturing [ 42 ]. However, rapid technological development leads to the impact of enabling technologies on sociotechnical systems not always being positive. Table 1summarizes the positive and negative aspects of some enabling technologies during Industry 4.0. The main positive impacts are the improvement of worker safety and health, time reduction, training effectiveness, waste reduction, and easy access to real-time information about activities [ 43 ]. On the other hand, the main negative impacts of technologies in manufacturing activities are worker resistance, the discomfort of devices, and a high level of required technical skills [44].
Systems 2023,11, 537 6 of 19 Table 1. Positive and negative impacts of enabling 4.0 technologies. Technology Positive Impacts Negative Impacts Augmented Reality Improved training, effective worker supervision, error reduction, reduced cognitive load, enhanced safety, decision support, and improved information exchange Visual fatigue, distractions during use, user resistance, device weight and discomfort, job impoverishment, increased stress Virtual Reality Aids in executing operations, reduces costs, enhances cognitive abilities, eliminates the need for written documents Decreases the decision-making capacity of workers, incompatibility with some safety equipment, impairs visual acuity, compromises the field of vision and vision Autonomous Robots Increased productivity, reduced human effort, reduced mental and physical stress, reduced occupational health risks, better production process monitoring, improved product quality, increased job attractiveness Replacement of some workers, dependence on the proper functioning of robotic systems, increased complexity of activities, difficulty in worker acceptance Cobots Simplifies tasks, improves productivity, enhances operational safety, reduces errors, decreases manual labor, assists workers with physical disabilities Collision control problems, safety and ergonomic issues, increased anxiety, problems with handling deformable objects, slowness due to legislation and safety concerns Wearables Real-time location of workers, improved workplace safety, enhanced working conditions, assistance in time and quality measurement, increased awareness of ergonomics Privacy data concerns, data integration issues, difficulty adapting to different body types, psychophysical measurement can be invasive Artificial Intelligence Reduced downtime, reduced failures, reduced training costs Limited trust from workers, ethical concerns Digital Twins Aids in operation planning, minimizes the impact of disruptions, enhances daily task efficiency, reduces maintenance costs, optimizes resources Difficulty in managing unexpected disruptions, challenges in data management and analysis, cyberattacks can steal industrial knowledge Cloud Computing Reduces the incidence of recurring issues, drives the continuous improvement process Possible issues with knowledge sharing, concerns about protecting corporate intelligence Internet of Things (IoT) More efficient production, improved coordination between units, waste reduction, facilitates real-time data recognition and analysis, generates knowledge for continuous process improvement and optimization Resistance from workers to change, complexity, usability, and acceptability can be challenging, concerns about system security Authors like Hendrick and Kleiner acknowledge that the adoption of this technologies, emerging from Industry 4.0, is not sustainable on its own from a sociotechnical perspective. At least three complementary sociotechnical dimensions must be considered: first, work organization, since new technologies demand a reevaluation of how the organization will operate [ 45 ]; second, the human factor, as new technologies require skills and competencies from the workforce [ 46 ]; finally, external context, as new technologies are influenced by the maturity of the environment in which they are applied [47]. 3.2. Sociotechnical Theory in Advanced Manufacturing Systems Sociotechnical systems theory considers that a change in one part of the system results in changes in the other [ 48 ]. Current manufacturing systems are characterized by the implementation of Cyber–Physical Systems (CPS) to enhance human abilities. Therefore, the symbiotic relationship to achieve in manufacturing systems in the context of Industry 5.0 also has a human (social) and a technological (technical) part [ 49 ]. One of the most used frameworks when considering sociotechnical systems is the one proposed by Leavitt [ 50 ]. This focuses on the relationships between four dimensions: people, tasks, structure, and technologies. Later, this framework was extended to six dimensions: people, infrastructure, technologies, culture, processes, and goals [51]. A working system will typically have a set of objectives, involve different individuals (with various skills and attitudes), employ various technologies, make use of infrastructure, and operate with cultural assumptions. Additionally, the system will exist within a broader
Systems 2023,11, 537 7 of 19 context, including regulatory frameworks, different stakeholders, and a surrounding economic and financial environment. This framework provides a way to analyze the links between different social and technical aspects. The value of this approach lies in its ability to offer a systematic and structured way of analyzing a variety of systems [48]. 3.2.1. Sustainability Recent studies have shown the potential of merging the sociotechnical systems approach with socioecological systems to advance toward the development of sustainable systems [ 52 ]. The concept of sociotechnical ecology is proposed by Hägerstrand. This approach aims to advance the understanding of how humans, technology, and nature coexist [ 53 ]. Advancing toward more sustainable solutions requires structural changes in established systems. These changes are often triggered by policies that allow for the reconfiguration of the market. Hoppmann suggests that a constant realignment of policies with changing sociotechnical system conditions is necessary [ 54 ]. Lauber and Jacobsson demonstrate how changes in the sociotechnical system influence different actors in a renewable energy environment [ 55 ]. Currently, the interaction between technological change, politics, and regulatory processes remains understudied. Additionally, these papers only cover a single instrument rather than a broader combination. 3.2.2. Resilience Advanced manufacturing systems encompass various processes that can be affected by a variety of unforeseen factors. These unforeseen factors can include supply chain disruptions, changes in market demand, or natural disasters [ 56 ]. The term resilience not only refers to the ability of a system to recover from disruptions but also its ability to adapt and continue to operate effectively [ 57 ]. The implementation of resilience in manufacturing systems begins with the design of robust systems that consider strategic redundancy and flexibility. Furthermore, it is important to consider other aspects such as strategic management to identify potential scenarios and establish contingency plans. Finally, it is necessary to make use of existing technology. Solutions like artificial intelligence or real-time monitoring can help detect early problems and make decisions [58]. 3.2.3. Current Research Trends The development of Cyber–Physical Systems (CPS) based on sociotechnical theory is of increasing interest due to the emerging Industry 5.0 and its values. CPS integrates physical and computational systems to enhance process management and connectivity [ 59 ]. However, cutting-edge research also acknowledges that factories have a human component that should not be overlooked. This leads to the emergence of the term Human–Cyber–Physical Systems (HCPS). Another line of research based on sociotechnical theory is associated with digital twins (DTs). The aim of this line of research is to achieve a better digital representation of the human factor [ 60 ]. This development is called the human digital twin (HDT). The literature already reflects research on the modeling of digital twins of organizations and entire systems in contexts such as smart cities, for example. There are also studies presented that consider digital twins in production processes. In all these situations, spaces are defined where the people, organizations, and physical objects involved are reflected at a virtual level. 4. Industry 5.0 Approaches Industry 5.0 emerges in response to the need to develop industrial processes centered on the principles of social justice and sustainability. This new industrial paradigm is based on socially and environmentally relevant values [ 61 ]. It has three main objectives [ 62 ]. First, it aims to integrate the technologies developed during the Fourth Industrial Revolution with human skills and strengths. Additionally, it seeks to ensure environmental sustainability without compromising the limits of the planet. Finally, it aims to establish a resilient vision that promotes industry prosperity [7].
Systems 2023,11, 537 8 of 19 Currently, there are various definitions to understand this fifth revolutionary wave [ 63 , 64 ]. Researchers like Romero and Müller agree that this paradigm shift does not emerge to replace Industry 4.0. Instead, it presents itself as an enhanced version of Industry 4.0 [ 65 ]. Table 2compares the main aims and approaches between Industry 4.0 and Industry 5.0 [ 58 , 66 ]. It aims to develop a hyperconnected industrial ecosystem driven by values to achieve sustainable development aims (SDGs) [67]. Table 2. Key differences between Industry 4.0 and Industry 5.0. Industry 4.0 Industry 5.0 Objectives Intelligent and interconnected production process. System optimization. Social benefit. Human-centric. Sustainability. Environmental care. Sustainability. Resource management. Human Factor Human–machine interaction. Human reliability. Ethical use of technology to promote human values and needs. Worker management and safety. Environment Higher material consumption. Higher energy consumption. Awareness and waste recycling. Renewable energy sources. Resilience Automatic fault detection. Autonomous decision-making. Human adaptation to unexpected situations. Interoperability. 4.1. Adapting Technology to Humans Industry 5.0 promotes collaboration between human experts and intelligent machinery but shifts the perspective from Industry 4.0 [ 68 ]. Industry 5.0 focuses on mass customization, where humans guide the integration of technology into production systems. It is designed to enhance the satisfaction of all human parties involved in the processes [ 69 ]. Classical studies by Taylor in the development of sociotechnical systems were based on the idea of adapting workers to the characteristics of machines to achieve maximum production efficiency [ 70 ]. However, Industry 5.0 changes the approach to conceptualizing a sociotechnical system. In the new industrial paradigm, it is technology that is sought to be adapted to the needs of humans [71]. 4.2. Technology for Environmental Sustainability Technological innovation in Industry 5.0 is oriented toward supporting socioenvironmental development [ 61 ]. The European Commission, in its Industry 5.0 agenda [ 7 ], emphasizes that for industry to be sustainable, it must prioritize emerging socio-environmental needs. In early 2022, the European Commission took a stronger stance against the current industrial model, arguing that the new paradigm of Industry 5.0 is necessary to address the climate crisis [ 72 ]. The proper use of technologies like additive manufacturing or artificial intelligence can play a significant role in optimizing resources and minimizing waste. 4.3. Resilience in Industry 5.0 The aim of Industry 5.0 also focuses on improving production systems to address disruptions and adapt quickly. The aim is to ensure its role as a sustainable driver [ 58 ]. It seeks to ensure adaptable and flexible processes, especially when they involve basic human needs such as safety or healthcare [ 7 ]. In the current global context, industry can no longer rely solely on technological development driven by economic gains [ 6 ]. To achieve a thriving industry, it is essential for systems to evolve toward an approach that considers all aspects of a sociotechnical system [ 38 ]. This implies effectively integrating technologies into collaborative and sustainable work environments. The concept of Industry 5.0 supported by the European Commission is not just about economic development but rather about it being a product of a social and environmental system, promoted by a resilient industry in the long term [61].
Systems 2023,11, 537 9 of 19 4.4. Strategic Values in Industry 5.0: Guiding Technological Transformation The new industrial paradigm revolves around the idea that technologies must be designed to support a set of strategic values. The aim is for technological transformation to be designed in harmony with the needs of society [ 7 ]. To ensure that fundamental values are respected, it is necessary to consider them at the early stages of each process [ 73 ]. These values can be categorized under the three major focuses of Industry 5.0 (humancentricity, sustainability, and resilience), and, in turn, can be studied at three levels of analysis (macro, meso, and micro). Figure 3provides a classification of a series of values that can be respected during the technological development process of Industry 5.0 [ 74 ]. In the social focus (blue), there are values related to safety and occupational health [ 75 ]. In the sustainable focus (green), values such as altruism, diversity, and respect for nature are highlighted [ 76 ]. Finally, in the resilient focus (orange), the values are designed to guide decisions in adverse situations [77]. Systems 2023, 11, x FOR PEER REVIEW 9 of 20 4.3. Resilience in Industry 5.0 The aim of Industry 5.0 also focuses on improving production systems to address disruptions and adapt quickly. The aim is to ensure its role as a sustainable driver [58]. It seeks to ensure adaptable and flexible processes, especially when they involve basic human needs such as safety or healthcare [7]. In the current global context, industry can no longer rely solely on technological development driven by economic gains [6]. To achieve a thriving industry, it is essential for systems to evolve toward an approach that considers all aspects of a sociotechnical system [38]. This implies effectively integrating technologies into collaborative and sustainable work environments. The concept of Industry 5.0 supported by the European Commission is not just about economic development but rather about it being a product of a social and environmental system, promoted by a resilient industry in the long term [61]. 4.4. Strategic Values in Industry 5.0: Guiding Technological Transformation The new industrial paradigm revolves around the idea that technologies must be designed to support a set of strategic values. The aim is for technological transformation to be designed in harmony with the needs of society [7]. To ensure that fundamental values are respected, it is necessary to consider them at the early stages of each process [73]. These values can be categorized under the three major focuses of Industry 5.0 (human-centricity, sustainability, and resilience), and, in turn, can be studied at three levels of analysis (macro, meso, and micro). Figure 3 provides a classification of a series of values that can be respected during the technological development process of Industry 5.0 [74]. In the social focus (blue), there are values related to safety and occupational health [75]. In the sustainable focus (green), values such as altruism, diversity, and respect for nature are highlighted [76]. Finally, in the resilient focus (orange), the values are designed to guide decisions in adverse situations [77]. Figure 3. Classification of values in Industry 5.0. Figure 3. Classification of values in Industry 5.0. Values are the starting point for the shift in the industrial paradigm. However, research arises on how to achieve that transformation based on these values. The design principles that make it possible for the key components of Industry 5.0 to take place are called technofunctional principles [ 74 ]. Through an advanced review of the current literature on this topic, it has been possible to identify eight technofunctional principles: Decentralization, based on data transparency and interconnection between objects and people; vertical integration, based on creating networks and integrating processes; horizontal integration, based on the seamless exchange of production data across the entire manufacturing network; interoperability, based on the ability of industrial systems to communicate reliably throughout their value chains; modularity, based on the ability to break down a value chain into modules; real-time capability, based on the real-time collection and analysis of production data; technical assistance, based on adapting technology to human skills; and virtualization, based on creating a digital replica of an industrial system.
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