IDEAS home Printed from https://ideas.repec.org/a/gam/jeners/v16y2023i14p5440-d1196242.html
   My bibliography  Save this article

Integrated Sustainability Assessment Framework of Industry 4.0 from an Energy Systems Thinking Perspective: Bibliometric Analysis and Systematic Literature Review

Author

Listed:
  • Stephany Isabel Vallarta-Serrano

    (Escuela de Ingeniería y Ciencias, Tecnologico de Monterrey, Ciudad de México 14380, Mexico)

  • Edgar Santoyo-Castelazo

    (Escuela de Ingeniería y Ciencias, Tecnologico de Monterrey, Ciudad de México 14380, Mexico)

  • Edgar Santoyo

    (Instituto de Energías Renovables, Universidad Nacional Autónoma de México, Temixco 62580, Mexico)

  • Esther O. García-Mandujano

    (Instituto de Energías Renovables, Universidad Nacional Autónoma de México, Temixco 62580, Mexico)

  • Holkan Vázquez-Sánchez

    (Escuela de Ingeniería y Ciencias, Tecnologico de Monterrey, Ciudad de México 14380, Mexico)

Abstract

Sustainable energy systems based on efficiency, low-carbon, and smart technologies are essential for the future energy transition. A new integrated sustainability assessment framework (ISAF) is required to evaluate cross-cutting subjects and future research. Sustainability analysis based on conventional dimensions and complementary categories is needed for a digital energy transition. Industry 4.0 created a new platform and technological portfolio to improve the efficiency and automation of cleaner energy systems (lower environmental and social impacts and high performance). To address these aspects, a new methodology based on bibliometric analysis, systematic literature review, and energy systems thinking was developed. From Scopus and Web of Science databases, 1521 and 959 documents were respectively compiled and merged to select 181 articles related to these research subjects between 2017 and 2021. Out of this total, 62 articles from industrial manufacturing were identified as the most representative energy consumption sub-sector. These articles were analysed from the ISAF using conventional dimensions (environmental, economic, and social) and complementary categories of sustainability (technological innovation, governance and life cycle). The main findings reveal that worldwide studies addressing the nexus between Industry 4.0, Energy and Sustainability have increased significantly in recent years, primaly in high-income countries. These studies have centred on the industrial manufacturing subsector, assessing sustainability unevenly by focusing mainly on technological and environmental issues. Research gaps indicate that a comprehensive assessment of social, governance, and life cycle aspects is still required.

Suggested Citation

  • Stephany Isabel Vallarta-Serrano & Edgar Santoyo-Castelazo & Edgar Santoyo & Esther O. García-Mandujano & Holkan Vázquez-Sánchez, 2023. "Integrated Sustainability Assessment Framework of Industry 4.0 from an Energy Systems Thinking Perspective: Bibliometric Analysis and Systematic Literature Review," Energies, MDPI, vol. 16(14), pages 1-30, July.
    • Handle: RePEc:gam:jeners:v:16:y:2023:i:14:p:5440-:d:1196242
    as

    Download full text from publisher

    File URL: https://www.mdpi.com/1996-1073/16/14/5440/pdf
    Download Restriction: no
    File URL: https://www.mdpi.com/1996-1073/16/14/5440/
    Download Restriction: no
    ---><---

    References listed on IDEAS

    as
    1. Snyder, Hannah, 2019. "Literature review as a research methodology: An overview and guidelines," Journal of Business Research, Elsevier, vol. 104(C), pages 333-339.
    2. Fernando E. García-Muiña & María Sonia Medina-Salgado & Anna Maria Ferrari & Marco Cucchi, 2020. "Sustainability Transition in Industry 4.0 and Smart Manufacturing with the Triple-Layered Business Model Canvas," Sustainability, MDPI, vol. 12(6), pages 1-19, March.
    3. Hendrik S. Birkel & Johannes W. Veile & Julian M. Müller & Evi Hartmann & Kai-Ingo Voigt, 2019. "Development of a Risk Framework for Industry 4.0 in the Context of Sustainability for Established Manufacturers," Sustainability, MDPI, vol. 11(2), pages 1-27, January.
    4. Renata Turisova & Juraj Sinay & Hana Pacaiova & Zuzana Kotianova & Juraj Glatz, 2020. "Application of the EFQM Model to Assess the Readiness and Sustainability of the Implementation of I4.0 in Slovakian Companies," Sustainability, MDPI, vol. 12(14), pages 1-14, July.
    5. Alessandro Liberati & Douglas G Altman & Jennifer Tetzlaff & Cynthia Mulrow & Peter C Gøtzsche & John P A Ioannidis & Mike Clarke & P J Devereaux & Jos Kleijnen & David Moher, 2009. "The PRISMA Statement for Reporting Systematic Reviews and Meta-Analyses of Studies That Evaluate Health Care Interventions: Explanation and Elaboration," PLOS Medicine, Public Library of Science, vol. 6(7), pages 1-28, July.
    6. Anoushka Boodhna & Corrie Sissons & Jessica Fullwood-Thomas, 2019. "A systems thinking approach for energy markets in fragile places," Nature Energy, Nature, vol. 4(12), pages 997-999, December.
    7. Juan Zhang & Qi Yu & Fashan Zheng & Chao Long & Zuxun Lu & Zhiguang Duan, 2016. "Comparing keywords plus of WOS and author keywords: A case study of patient adherence research," Journal of the Association for Information Science & Technology, Association for Information Science & Technology, vol. 67(4), pages 967-972, April.
    8. Xiao Chen & Martin A. Eder & Asm Shihavuddin & Dan Zheng, 2021. "A Human-Cyber-Physical System toward Intelligent Wind Turbine Operation and Maintenance," Sustainability, MDPI, vol. 13(2), pages 1-10, January.
    9. Gençer, Emre & Torkamani, Sarah & Miller, Ian & Wu, Tony Wenzhao & O'Sullivan, Francis, 2020. "Sustainable energy system analysis modeling environment: Analyzing life cycle emissions of the energy transition," Applied Energy, Elsevier, vol. 277(C).
    10. Kuan Chung Lin & Joseph Z. Shyu & Kun Ding, 2017. "A Cross-Strait Comparison of Innovation Policy under Industry 4.0 and Sustainability Development Transition," Sustainability, MDPI, vol. 9(5), pages 1-17, May.
    11. Ole Ellegaard & Johan A. Wallin, 2015. "The bibliometric analysis of scholarly production: How great is the impact?," Scientometrics, Springer;Akadémiai Kiadó, vol. 105(3), pages 1809-1831, December.
    12. Róbert Štefko & Petra Vašaničová & Sylvia Jenčová & Aneta Pachura, 2021. "Management and Economic Sustainability of the Slovak Industrial Companies with Medium Energy Intensity," Energies, MDPI, vol. 14(2), pages 1-15, January.
    13. Hengtian Wang & Xiaolong Yang & Xinxin Xu & Liu Fei, 2021. "Exploring Opportunities and Challenges of Solar PV Power under Carbon Peak Scenario in China: A PEST Analysis," Energies, MDPI, vol. 14(11), pages 1-28, May.
    14. Mahyar Kamali Saraji & Dalia Streimikiene & Grigorios L. Kyriakopoulos, 2021. "Fermatean Fuzzy CRITIC-COPRAS Method for Evaluating the Challenges to Industry 4.0 Adoption for a Sustainable Digital Transformation," Sustainability, MDPI, vol. 13(17), pages 1-20, August.
    15. Donthu, Naveen & Kumar, Satish & Mukherjee, Debmalya & Pandey, Nitesh & Lim, Weng Marc, 2021. "How to conduct a bibliometric analysis: An overview and guidelines," Journal of Business Research, Elsevier, vol. 133(C), pages 285-296.
    16. Aria, Massimo & Cuccurullo, Corrado, 2017. "bibliometrix: An R-tool for comprehensive science mapping analysis," Journal of Informetrics, Elsevier, vol. 11(4), pages 959-975.
    17. Raminta Pranckutė, 2021. "Web of Science (WoS) and Scopus: The Titans of Bibliographic Information in Today’s Academic World," Publications, MDPI, vol. 9(1), pages 1-59, March.
    18. Nugent, Daniel & Sovacool, Benjamin K., 2014. "Assessing the lifecycle greenhouse gas emissions from solar PV and wind energy: A critical meta-survey," Energy Policy, Elsevier, vol. 65(C), pages 229-244.
    19. Valeria Naciti & Fabrizio Cesaroni & Luisa Pulejo, 2022. "Corporate governance and sustainability: a review of the existing literature," Journal of Management & Governance, Springer;Accademia Italiana di Economia Aziendale (AIDEA), vol. 26(1), pages 55-74, March.
    20. Wujie Zhang & Fu Gu & Jianfeng Guo, 2019. "Can smart factories bring environmental benefits to their products?: A case study of household refrigerators," Journal of Industrial Ecology, Yale University, vol. 23(6), pages 1381-1395, December.
    21. Rafał Trzaska & Adam Sulich & Michał Organa & Jerzy Niemczyk & Bartosz Jasiński, 2021. "Digitalization Business Strategies in Energy Sector: Solving Problems with Uncertainty under Industry 4.0 Conditions," Energies, MDPI, vol. 14(23), pages 1-21, November.
    22. da Silva, Agostinho & Almeida, Isabel, 2020. "Towards INDUSTRY 4.0 | a case STUDY in ornamental stone sector," Resources Policy, Elsevier, vol. 67(C).
    23. Paul Weigel & Manfred Fischedick & Peter Viebahn, 2021. "Holistic Evaluation of Digital Applications in the Energy Sector—Evaluation Framework Development and Application to the Use Case Smart Meter Roll-Out," Sustainability, MDPI, vol. 13(12), pages 1-31, June.
    24. Jaroslav Vrchota & Petr Řehoř & Monika Maříková & Martin Pech, 2020. "Critical Success Factors of the Project Management in Relation to Industry 4.0 for Sustainability of Projects," Sustainability, MDPI, vol. 13(1), pages 1-19, December.
    25. Nuria Novas & Rosa María Garcia & Jose Manuel Camacho & Alfredo Alcayde, 2021. "Advances in Solar Energy towards Efficient and Sustainable Energy," Sustainability, MDPI, vol. 13(11), pages 1-31, June.
    26. Alessio Maria Braccini & Emanuele Gabriel Margherita, 2018. "Exploring Organizational Sustainability of Industry 4.0 under the Triple Bottom Line: The Case of a Manufacturing Company," Sustainability, MDPI, vol. 11(1), pages 1-17, December.
    27. Mark Dean & Al Rainnie & Jim Stanford & Dan Nahum, 2021. "Industrial policy-making after COVID-19: Manufacturing, innovation and sustainability," The Economic and Labour Relations Review, , vol. 32(2), pages 283-303, June.
    28. Franceschini, Fiorenzo & Maisano, Domenico & Mastrogiacomo, Luca, 2016. "Empirical analysis and classification of database errors in Scopus and Web of Science," Journal of Informetrics, Elsevier, vol. 10(4), pages 933-953.
    29. Aldona Kluczek & Patrycja Żegleń & Daniela Matušíková, 2021. "The Use of Prospect Theory for Energy Sustainable Industry 4.0," Energies, MDPI, vol. 14(22), pages 1-29, November.
    Full references (including those not matched with items on IDEAS)

    Citations

    Citations are extracted by the CitEc Project, subscribe to its RSS feed for this item.
    as


    Cited by:

    1. Daniela Firoiu & George H. Ionescu & Laura Mariana Cismaș & Luminița Vochița & Teodor Marian Cojocaru & Răducu-Ștefan Bratu, 2023. "Can Europe Reach Its Environmental Sustainability Targets by 2030? A Critical Mid-Term Assessment of the Implementation of the 2030 Agenda," Sustainability, MDPI, vol. 15(24), pages 1-29, December.
    2. Sebastian Szymon Grzesiak & Adam Sulich, 2023. "Electromobility: Logistics and Business Ecosystem Perspectives Review," Energies, MDPI, vol. 16(21), pages 1-27, October.
    3. Mustafa Yucel & Sevgi Yucel, 2024. "Environmental, Social, and Governance (ESG) Dynamics in the Energy Sector: Strategic Approaches for Sustainable Development," Energies, MDPI, vol. 17(24), pages 1-19, December.
    4. Solano-Olivares, K. & Santoyo, E. & Santoyo-Castelazo, E., 2024. "Integrated sustainability assessment framework for geothermal energy technologies: A literature review and a new proposal of sustainability indicators for Mexico," Renewable and Sustainable Energy Reviews, Elsevier, vol. 192(C).

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Piccarozzi, Michela & Silvestri, Cecilia & Aquilani, Barbara & Silvestri, Luca, 2022. "Is this a new story of the ‘Two Giants’? A systematic literature review of the relationship between industry 4.0, sustainability and its pillars," Technological Forecasting and Social Change, Elsevier, vol. 177(C).
    2. Karen Castañeda & Omar Sánchez & Rodrigo F. Herrera & Guillermo Mejía, 2022. "Highway Planning Trends: A Bibliometric Analysis," Sustainability, MDPI, vol. 14(9), pages 1-33, May.
    3. Bhavna Thawani & Tushar Panigrahi & Meena Bhatia, 2024. "Eleven years of integrated reporting: a bibliometric analysis," International Journal of Disclosure and Governance, Palgrave Macmillan, vol. 21(4), pages 666-684, December.
    4. Qian Wang & Shixian Luo & Jiao Zhang & Katsunori Furuya, 2022. "Increased Attention to Smart Development in Rural Areas: A Scientometric Analysis of Smart Village Research," Land, MDPI, vol. 11(8), pages 1-28, August.
    5. Arash Najmaei & Zahra Sadeghinejad, 2023. "Green and sustainable business models: historical roots, growth trajectory, conceptual architecture and an agenda for future research—A bibliometric review of green and sustainable business models," Scientometrics, Springer;Akadémiai Kiadó, vol. 128(2), pages 957-999, February.
    6. Oğuzhan Öztürk & Rıdvan Kocaman & Dominik K. Kanbach, 2024. "How to design bibliometric research: an overview and a framework proposal," Review of Managerial Science, Springer, vol. 18(11), pages 3333-3361, November.
    7. Cristina Mele & Jaqueline Pels & Maria Spano & Irene Bernardo, 2023. "Emergent understandings of the market," Italian Journal of Marketing, Springer, vol. 2023(1), pages 1-25, March.
    8. Sascha Kraus & Matthias Breier & Weng Marc Lim & Marina Dabić & Satish Kumar & Dominik Kanbach & Debmalya Mukherjee & Vincenzo Corvello & Juan Piñeiro-Chousa & Eric Liguori & Daniel Palacios-Marqués &, 2022. "Literature reviews as independent studies: guidelines for academic practice," Review of Managerial Science, Springer, vol. 16(8), pages 2577-2595, November.
    9. Manta Eduard Mihai & Davidescu Adriana Ana Maria & Geambasu Maria Cristina & Florescu Margareta Stela, 2023. "Exploring the research area of direct taxation. An empirical analysis based on bibliometric analysis results," Management & Marketing, Sciendo, vol. 18(s1), pages 355-383, December.
    10. Ajjima Jiravichai & Ruth Banomyong, 2022. "A Proposed Methodology for Literature Review on Operational Risk Management in Banks," Risks, MDPI, vol. 10(5), pages 1-18, May.
    11. Albiona Pestisha & Zoltán Gabnai & Aidana Chalgynbayeva & Péter Lengyel & Attila Bai, 2023. "On-Farm Renewable Energy Systems: A Systematic Review," Energies, MDPI, vol. 16(2), pages 1-25, January.
    12. Dušan Nikolić & Dragan Ivanović & Lidija Ivanović, 2024. "An open-source tool for merging data from multiple citation databases," Scientometrics, Springer;Akadémiai Kiadó, vol. 129(7), pages 4573-4595, July.
    13. Paul Handro & Bogdan Dima, 2024. "Analyzing Financial Markets Efficiency: Insights from a Bibliometric and Content Review," Journal of Financial Studies, Institute of Financial Studies, vol. 16(9), pages 119-175, May.
    14. Myriam González-Limon & Asuncion Rodríguez-Ramos Isabel Novo-Corti, 2022. "Minimun Wage: A Bibliometric Analysis of this Research Topic," European Research Studies Journal, European Research Studies Journal, vol. 0(3), pages 401-417.
    15. Hansin Bilgili & Jonathan L. Johnson & Tsvetomira V. Bilgili & Alan E. Ellstrand, 2022. "Research on social relationships and processes governing the behaviors of members of the corporate elite: a review and bibliometric analysis," Review of Managerial Science, Springer, vol. 16(8), pages 2285-2339, November.
    16. Irma Baneviciene & Maike Andresen & Vilmante Kumpikaite-Valiuniene, 2024. "Assessing the status quo of international employees’ adjustment research, 1990–2022: a review and future research agenda," Palgrave Communications, Palgrave Macmillan, vol. 11(1), pages 1-20, December.
    17. Vicky Zampeta & Gregory Chondrokoukis, 2023. "Maritime Transportation Accidents: A Bibliometric Analysis," International Journal of Business and Economic Sciences Applied Research (IJBESAR), Democritus University of Thrace (DUTH), Kavala Campus, Greece, vol. 16(1), pages 19-26, October.
    18. Huichen Gao & Shijuan Wang, 2022. "The Intellectual Structure of Research on Rural-to-Urban Migrants: A Bibliometric Analysis," IJERPH, MDPI, vol. 19(15), pages 1-19, August.
    19. Goodell, John W. & Kumar, Satish & Lahmar, Oumaima & Pandey, Nitesh, 2023. "A bibliometric analysis of cultural finance," International Review of Financial Analysis, Elsevier, vol. 85(C).
    20. Shome, Samik & Hassan, M. Kabir & Verma, Sushma & Panigrahi, Tushar Ranjan, 2023. "Impact investment for sustainable development: A bibliometric analysis," International Review of Economics & Finance, Elsevier, vol. 84(C), pages 770-800.

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:gam:jeners:v:16:y:2023:i:14:p:5440-:d:1196242. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: MDPI Indexing Manager (email available below). General contact details of provider: https://www.mdpi.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.