Management of museums based on the Post-Occupancy Evaluation appliance. The case of the Historical and Cultural Museum of Jundiaí, São Paulo

ABSTRACT In Brazil, there are few researches about museums that contribute more effectively to the management of these facilities and much less researches based on in situ surveys that priorize museum users, whether visitors or staff as an important conservation and maintenance strategy of the building, the collection and the outdoor environments, thus mitigating the risks involved. The article starts from this assumption and describes how Post-Occupancy Evaluation (POE), a set of methods and techniques that encompasses the measurement of user perception and satisfaction and the verification of the physical performance of environments can contribute to address diagnoses and recommendations for consistent maintenance and upkeep for older indoor and outdoor collections (including the building itself). To this end, the Jundiaí Historical and Cultural Museum - Solar do Barão - sited at the State of São Paulo, Brazil, was adopted as an exploratory study object to demonstrate the applicability of POE in the case of heritage buildings and their outdoor spaces and to discuss its methodological procedures as an alternative to strategic planning for museums, relating the conservation of the building, the collection and the external environments, with the welcome and the sense of belonging of the visitors and staff. To sum up and as a result of the POE applied in 2018 in this particular case, we present a set of technical-spatial and constructive recommendations based on research, for the built and landscaped set in question and a critical reflection on the need for incorporate procedures for the maintenance, use and operation of museum on daily basis and also use these results, systematically organized, to feedback future readjustments of the case study itself and, broadly, guidelines for architectural designs. In this perspective, the article highlights the importance of the expert architect in the teams that develop the designs for the restoration and modernization of these environments, as well as in those teams that manage them during their use.【摘要】在巴西，针对能够更有效地支撑博物馆运营管理的相关研究仍较为匮乏，而以实地调研为基础、优先关注博物馆使用者（含观众与工作人员）的研究则更少——此类调研可作为建筑、藏品及户外环境的重要保护与维护策略，从而降低相关运营与保护风险。 本文基于上述研究现状展开论述，阐明使用后评价（Post-Occupancy Evaluation，POE）这一涵盖使用者感知与满意度测评、环境物理性能核验的方法体系，如何为老旧室内外藏品（含建筑本体）的持续性维护与保养提供诊断依据与优化建议。 为此，本文选取位于巴西圣保罗州的容迪亚伊历史文化博物馆——男爵府（Solar do Barão）作为探索性研究对象，用以演示POE在文化遗产建筑及其户外空间场景中的适用性，并探讨其作为博物馆战略规划替代方案的方法论流程，将建筑、藏品与外部环境的保护，与观众及工作人员的接待体验与归属感建立关联。 综上，基于2018年针对该案例开展的POE研究成果，本文提出一套基于调研的技术空间与建筑构造优化建议，用于该研究涉及的建筑与景观综合体；同时对将博物馆日常维护、使用与运营流程纳入常态化管理的必要性展开批判性反思，并将这些经系统化整理的研究成果，用于反馈该案例研究本身的后续调整，以及为广义的建筑设计提供通用指导原则。 基于此研究视角，本文强调了专业建筑师在相关环境的修复与现代化改造设计团队，以及日常运营管理团队中的核心价值与重要作用。