Methodological contribution of building performance evaluation for facility managers of museums housed in old buildings

Sheila Walbe Ornstein; Marcus Vinicius Rosário da Silva

doi:10.18830/1679-09442026v19e60573

Authors

Professora Sheila Walbe Ornstein Universidade de São Paulo; Faculdade de Arquitetura, Urbanismo e de Design; Departamento de Tecnologia. https://orcid.org/0000-0002-5684-921X
Dr Marcus Vinicius Rosário da Silva Universidade de São Paulo; Faculdade de Arquitetura, Urbanismo e de Design; Departamento de Tecnologia. https://orcid.org/0000-0003-2483-2875

DOI:

https://doi.org/10.18830/1679-09442026v19e60573

Keywords:

heritage, adaptative reuse, museums, building in use, performance

Abstract

In Brazil, many museums are commonly housed in old buildings of historical value and adapted for current use. This requires specialized maintenance and oversight by the management team. Implementing Building Performance Evaluation (BPE) in active museums can be a valuable tool for enhancing the performance of the systems that comprise the building(s) under their responsibility, mainly in the use, operation and maintenance phase. Thus, this article aims to present a framework for the BPE in museums during the use, operation, and maintenance phases. A systematic literature review was conducted in Scopus and Web of Science, in addition to three interviews with managers working in museums. As a result, a framework is presented, which also encompasses the Brazilian context. As a practical implication, the aim is to support the facility managers’ work regarding buildings to enhance user satisfaction and the technical performance of the built environment. By articulating theoretical frameworks and empirical analysis, this study advances the scientific understanding of BPE and offers practical guidance for improving decision-making in building management.

Downloads

Download data is not yet available.

Author Biographies

Professora Sheila Walbe Ornstein, Universidade de São Paulo; Faculdade de Arquitetura, Urbanismo e de Design; Departamento de Tecnologia.

SHEILA WALBE ORNSTEIN is an architect and urban planner. She is full professor at the Faculty of Architecture, Urbanism and Design of the University of São Paulo (FAU-USP), researching pre-design evaluation, post-occupancy evaluation and design quality. She has special interest in building in use performance and its maintenance procedures. She conducts several studies about complex environments such as health facilities and museums. She has a grant from the National Council of Scientific and Technological Development (CNPq).

Dr Marcus Vinicius Rosário da Silva, Universidade de São Paulo; Faculdade de Arquitetura, Urbanismo e de Design; Departamento de Tecnologia.

MARCUS VINICIUS ROSÁRIO DA SILVA is an architect and urban planner. He was a doctorate student in architecture and urbanism at the Faculty of Architecture, Urbanism and Design of the University of São Paulo (FAU-USP), till December 2025, researching facility management (FM) and museums. He has a strong interest in the operational practices of cultural facilities, sustainability, and technologies applicable to FM. He has experience in greenhouse gas inventory verification, coordination of the certification process for LEED for Operations and Maintenance of existing buildings, and executive projects for large buildings. He had a grant from the São Paulo State Research Foundation that support his PhD studies. Today he is a researcherer of QUALICON - Quality and Performance of the Built Environment registered at CNPq Research Directory [Qualidade e Desempenho no Ambiente Construído]

References

ABNT. ASSOCIAÇÃO BRASILEIRA DE NORMAS TÉCNICAS. ABNT NBR 15575: Edifícios Habitacionais – Desempenho. Parte 1 – Requisitos Gerais. Rio de Janeiro: ABNT, 2013. Portuguese.

CÂNDIDO, Manuelina Maria Duarte. Gestão de museus, diagnóstico museológico e planejamento: um desafio contemporâneo. Porto Alegre, 2019. 240p. ISBN 978-85-64713-079. Portuguese.

CANSADO, Júlia Ascencio; ORNSTEIN, Sheila Walbe. Casas-museus e suas transformações de uso: a busca do desempenho físico em equilíbrio: o caso de estudo Fundação Ema Klabin, São Paulo, Brasil . PosFAUUSP, São Paulo, Brasil, v. 30, n. 57, p. e203174, 2023. Available from: 10.11606/issn.2317-2762.posfauusp.2023.203174. Portuguese.

ELAY, Joanna. How do post-occupancy evaluation and the facilities manager meet?. Building Research & Information. London, v. 29, n. 2, p. 164-167, october, 2001. DOI: 10.1080/09613210010016848.

ERDOGAN, Buket Giresun; POLATOGLU, Cigdem. Building Performance Evaluation for Adaptive Reuse: A Multi-Criteria Approach. Civil Engineering and Architecture, Istanbul, v. 9, n. 7, p. 2427-2440, december, 2021. DOI: 10.13189/cea.2021.090728.

FARASHAH, Mohammadhossein Dehghan Pour; ASLANI, Ehsan; YADOLLAHI, Solmaz; GHADERI, Zahed. Postoccupancy evaluation of historic buildings after their adaptive reuse into boutique hotels: an experience from Yazd, Iran. International Journal of Building Pathology and Adaptation, Tehran, v. 41, n. 4, p. 849-874, september, 2023. DOI: 10.1108/IJBPA-04-2021-0044.

FU, Elisabeth Yang Nan; ORNSTEIN, Sheila Walbe. Uma Avaliação de Desempenho em uso e integrada à Metodologia Ergonômica do Ambiente Construído aplicada a espaços expositivos: o caso do Museu da Imagem e do Som - SP. Risco Revista de Pesquisa em Arquitetura e Urbanismo (Online), São Carlos, Brasil, v. 21, p. 1–24, 2023. DOI: 10.11606/1984-4506.risco.2023.200231. Portuguese.

HAMIDA, Mohammad B.; HASSANAIN, Mohammad A. Post occupancy evaluation of adaptively reused buildings: case study of an office building in Saudi Arabia. Architecture Civil Engineering Environment, Dhahran, v. 1, p. 29-40, march, 2021. DOI: 10.21307/ACEE-2020-003.

ICOM. INTERNATIONAL COUNCIL OF MUSEUMS. Museum definition. Praga: ICOM; 2022. Available at: https://icom.museum/en/resources/standards-guidelines/museum-definition/. Accessed in: 28 jul. 2025.

ISLAMOGLU, Esra; YENICE, Tülay Karadaya. Cultural Perception Performance Assessment of Adaptively Reused Heritage Buildings: Kilis Eski Hamam Case Study. International Jounal of Architecture and Planning, Gaziantep, v. 10, n. 1, p. 203-220, june, 2022. DOI: 10.15320/ICONARP.2022.200.

JIA, Chao; ZHANG, Zhicheng; WANG, Mengham; HAN, Shengnan; CAO, Jing; RONG, Yonghua; DU, Changyang. Investigation on indoor thermal environment of industrial heritage during the cooling season and its impacts on thermal comfort. Case Studies in Thermal engineering, Qingdao, v. 52, p. 1-15, December, 2023. DOI: 10.1016/j.csite.2023.103769.

JIANG, Han; WANG, Miao; SHU, Xin. Scientometric analysis of post-occupancy evaluation research: Development, frontiers and main themes. Energy & Buildings, Nanjing, v. 271, p. 1-15, September, 2022. DOI: 10.1016/j.enbuild.2022.112307.

KHASAWNEH, Fahed A. Design quality assessment and investigation of visitors satisfaction of the Jordan Museum using Post-Occupancy Evaluation. International Review of Applied Sciences and Engineering, Mafraq, v. 15, n. 3, p. 1-13, January, 2024. DOI: 10.1556/1848.2023.00717.

LEVÉFRE, Roger-Alexandre; SABBIONI, Cristina. Cultural heritage facing climate change: experiences and ideas for resilience and adaptation. Ravello, 2018. 137p. ISBN 978-887-228-8627.

LOPES, Sofia; ORNSTEIN, Sheila Walbe. O potencial da avaliação pós-ocupação (APO) para a preservação de ambientes museológicos localizados em edifícios antigos: o caso do Museu da Imigração, SP. Revista Projetar, v. 3, n. 2, p. 67-79, 2018. Available at: http://www.revistaprojetar.ct.ufrn.br/index.php/revprojetar/article/viewFile/270/107. Portuguese.

MARTINEZ-MOLINA, Antonio; WILLIAMSON, Kelsey; DUPONT, William. Thermal comfort assessment of stone historic religious buildings in a hot and humid climate during cooling season. A case study. Energy & Buildings, San Antonio, v. 262, p. 1-14, may, 2022. DOI: 10.1016/j.enbuild.2022.111997.

MARTINS, Danielle Dias. The Alhambra Museum: history, Conservaton and Management of its tile and tiling mosaic collections. Ge-Conservación, Grupo Español de Conservación, v. 25, n. 1, p. 106-1, February, 2024. DOI: 10.37558/gec.v25i1.1259.

MASLOW, Abraham Harold. Motivation and personality. New York: Harper, 1954. 411p.

MIAO, Yuling; DING, Young. Indoor environmental quality in existing public buildings in China: Measurement results and retrofitting priorities. Building and Environment, Chongqing, v. 185, p. 1-13, November, 2020 DOI: 10.1016/j.buildenv.2020.107216.

MUSTAFA, Faris Ali. Performance assessment of buildings via post-occupancy evaluation: A case study of the building of the architecture and software engineering departments in Salahaddin University-Erbil, Iraq. Frontiers of Architectural Research, Kurdistan, v. 6, p. 412-429, September, 2017. DOI: 10.1016/j.foar.2017.06.004.

MUSTAFA, Wan Nor Faezah Wan; ANI, Adi Irfan Che; HUSSAIN, Afifuddin Husairi. Bibliometric analysis of Post-Ocuupancy Evaluation (POE): Current Status, Development, and Future Research Direction. International Journal of Sustainable Construction Engineering & Technology, Putrajaya, v. 13, n. 1, p. 102-120, may, 2022. DOI: 0.30880/ijscet.2022.13.01.010.

PARK, Cathy; MAHEUS, Brian P. Customer satisfaction: Contrasting academic and consumers’ interpretations. Marketing intelligence & Planning, Manchester, v. 19, n. 1, p. 38-44, February, 2001. DOI: 10.1108/02634500110363790.

PATLAKAS, Patlakas; MUSSO, Marta; LARKHAM, Peter. A digital curation model for post-occupancy evaluation data. Architectural Engineering and Design Management, Birmingham, v. 18, n. 2, p. 1-22, march, 2021. DOI: 10.1080/17452007.2021.1901219.

PIETRAFESA, Matilde; CIRRINCIONE, Laura; PERI, Giorgia; RIZZO, Gianfranco; SCACCIANOCE, Gianluca. Suitability of some existing damage indexes for assessing agreements in maintenance and management of museum climatization systems. Journal of Sustainable Development of Energy, Water and Environment Systems, Regiio Calabria, v. 8, n. 2, p. 396-409, march, 2020. DOI: 10.13044/j.sdewes.d7.0293.

PINHEIRO, Amanda M.; ROMÉRO, Marcelo A. Retrofit energético e percepção do usuário: estudo de caso em um complexo corporativo em Belém-PA. Paranoá, Brasília, v. 30, p. 1-16, 2021. DOI: 10.18830/issn.1679-0944.n30.2021.05. Portuguese.

PREISER, Wolfgang F. E. Building Performance Assessment – from POE to BPE, a personal perspective. Architectural Science Review, Cincinnati, v. 48, n. 3, p. 201-204, june, 2005. DOI: 10.3763/asre.2005.4826.

PREISER, Wolfgang F. E.; VISCHER, Jacqueline. Assessing building performance. Burlington: Elsevier, 2005. 256p. ISBN 978-113-817-4108.

PREISER, Wolfgang F. E.; RABINOWITZ, Harvey Z.; WHITE, Edward T. Post-Occupancy Evaluation. New York: Routledge, 2015. 216p. ISBN 978-131-571-3519.

PUTTE, Herman Vande; VAN DER VOORDT, Theo; BORTEL, Gerard. Performance measurement in the built environment: Textbook for part 2 of the Real Estate Management course. Delft, TUDelft, 2023. 205p.

RASHEED, Eziaku; WANG, Kris; HASHEMI, Ali; MAHMOODI, Masoud; PANCHALINGAM, Kajavathani. Integrating Internet of Things (IoT) approach to Post-Occupancy Evaluation (POE): An Experimental At-the-Moment Occupant Comfort Control System. Buildings, Auckland, v. 14, p. 1-18, july, 2024. DOI: 10.3390/buildings14072095.

ROBERTS, Chris J.; EDWARDS, David John; HOSSEINI, M. Reza; MATEO-GARCIA, Monica; OWUSU-MANU, De-Graft. Post-occupancy evaluation: a review of literature. Engineering, Construction and Architectural Management. Bimingham, v. 26, n. 9, p. 2084-2106, march, 2019. DOI: 10.1108/ECAM-09-2018-0390.

ROSÁRIO DA SILVA, Marcus Vinicius. Past, present, and future of museum facilities: a systematic overview of facility management. 2025. 360p. Thesis (PhD in Architecture and Urbanism) - Faculty of Architecture, Urbanism, and Design, University of São Paulo, São Paulo, 2025. Portuguese.

ROSÁRIO DA SILVA, Marcus Vinicius; ORNSTEIN, Sheila Walbe. Climate Change and Resilience Perspectives: Brazilian Museums and Their Challenges. Museum Worlds, v.10, n.1, p.48-60, 2022. DOI: 10.3167/armw.2022.100105.

ROSÁRIO DA SILVA, Marcus Vinicius; ORNSTEIN, Sheila Walbe. Recent museum expansions housed in historic buildings in Sao Paulo city, Brazil. Revista de Arquitectura, v.29, n.46, p.91-114, 2024. DOI: 10.5354/0719-5427.2024.72470. Portuguese.

ROSÁRIO DA SILVA, Marcus Vinicius; MEIRIÑO, Marcelo Jasmim, VIEIRA NETO, Júlio; ORNSTEIN, Sheila Walbe. Emerging technologies in facility management in Brazil [Internet]. Journal of Facilities Management, v.22, n.4, p.709-734, 2024. Available from: https://doi.org/10.1108/JFM-05-2021-0052.

SUN, Chengyu; ZOU, Mingyan; LI, Shyyang; ZHANG, Dongdong. Generating trajectory data without behavior modeling: An online virtual reality method in wayfinding performance evaluation for buildings. Journal of Building Engineering, Shbghai, v. 88, p. 1-18, July, 2024. DOI: 10.1016/j.jobe.2024.109199.

TANG, Hao; DING, Yong; SINGER, Brett C. Post-occupancy evaluation of indoor environmental quality in ten nonresidential buildings in Chongqing, China. Journal of Building Engineering, Congqing, v. 32, p. 1-13, November, 2020. DOI: 10.1016/j.enbuild.2022.112307.

TANNOR, Oliver; APPAU, Williams Miller; ATTAKORA-AMANIAMPONG, Elvis. A post-occupancy evaluation of in-house facilities management service quality and user satisfaction in multi-tenanted office buildings in Ghana. Facilities, Ghana, v. 41, n. 13/14, p. 801-818, June, 2023. DOI: 10.1108/F-08-2022-0116.

TRIPATHI, Ishan; FROESE, Thomas M.; MALLORY-HILL, Shauna. Applicability of BIM-IoT-GIS integrated digital twins for post occupancy evaluations. Frontiers in Built Environment, Victoria, p. 1-20, June, 2023. DOI: 10.3389/fbuil.2023.1103743.

XIAO, Wei; YOON, Jae-Eun. A Post Occupancy Evaluation of the space utilization of cultural heritage in Children’s Education: A Case Study of Wuhuan’s historical districts, China. Buildings, Seoul, v. 14, n. 2682, p. 1-19, august, 2024. DOI: 10.3390/buildings14092682.

WANG, Lizhen; ZHENG, Donglin. Integrated analysis of energy, indoor environment, and occupant satisfaction in green buildings using real-time monitoring data and on-site investigation. Building and Environment, Shanghai, v. 182, p. 1-14, September, 2022. DOI: 10.1016/j.buildenv.2020.107014.