Achieving Cultural Sustainability in Museums: A Step Toward Sustainable Development
Achieving Cultural Sustainability in Museums: A Step Toward Sustainable Development
Achieving Cultural Sustainability in Museums: A Step Toward Sustainable Development
Article
Achieving Cultural Sustainability in Museums:
A Step Toward Sustainable Development
Izabela Luiza Pop 1, * , Anca Borza 2 , Anut, a Buiga 2 , Diana Ighian 1 and Rita Toader 1
1 North University Center of Baia Mare, Faculty of Sciences, Technical University of Cluj-Napoca,
76 Victoriei St., 430122 Baia Mare, Romania; diana.ighian@cunbm.utcluj.ro (D.I.);
rita.toader@cunbm.utcluj.ro (R.T.)
2 Faculty of Economics and Business Administration, Babes, -Bolyai University, 58-60 Teodor Mihali St.,
400591 Cluj-Napoca, Romania; anca.borza@econ.ubbcluj.ro (A.B.); anuta.buiga@econ.ubbcluj.ro (A.B.)
* Correspondence: izabela.pop@cunbm.utcluj.ro; Tel.: +40-765-228-389
Received: 23 January 2019; Accepted: 9 February 2019; Published: 14 February 2019
1. Introduction
Sustainable development is increasingly seen as being composed of four dimensions; namely,
economy, society, environment, and culture [1]. There are multiple reasons for adding culture to
the traditional three-pillar construct of sustainability. Culture includes the beliefs, values, practices,
and aspirations of a society; the way in which values are expressed and applied concretely in the
day-to-day life of that society; and the processes and mediums through which the preservation and
further transmission of values take place [2].
In order to reach environmental responsibility, social justice, and economic development, a certain
set of values and behaviors should be developed among individuals [3]. As a sustainable society
depends on a sustainable culture, any action to achieve sustainable development goals must take into
account not only the natural, social, and economic environment, but also the cultural environment.
If the culture of a society disintegrates, so will all its other components [2]. Thus, ‘culture is essential
for a sustainable society to be possible’ [4].
On the basis of these considerations, in 2001, UNESCO’s Universal Declaration on Cultural
Diversity launched a process that aimed to add culture as the fourth dimension of sustainability [5].
Cultural sustainability was first defined by the World Commission on Culture and Development as
inter- and intra-generational access to cultural resources [6]. Cultural sustainability also implies that
development takes place in a way that respects the cultural capital and values of society [7]. Cultural
sustainability is based on the principle that the current generation can use and adapt cultural heritage
only to the extent that future generations will not be affected in terms of their ability to understand
and live their multiple values and meanings [8]. Thus, this dimension of sustainability is primarily
concerned with ensuring the continuity of cultural values that link the past, present, and future [9].
As the concept of cultural sustainability began to develop, researchers’ attention focused on
identifying and analyzing the practical tools and ways through which culture could be preserved,
controlled, and modeled in such a way that the general objectives of sustainable development are
fulfilled. An important contribution to this purpose was made by the Council of the European
Union through the Digital Agenda for Europe and in particular through the European Digital Library,
Europeana [10]. Cultural heritage digitisation is one of the best solutions to preserve social and
collective memory and extend the public access to collections at the same time. Therefore, the aim of
Europeana is to increase access to cultural heritage by allowing the public to easily find in the portal
any cultural item preserved by European cultural institutions [11]. However, the process of digitisation
is far from being completed and it is highly dependent on the digitization actions adopted by each
country and cultural institution [12].
Given the mission of museums to collect, preserve, and research cultural artefacts [13,14], as well
as to use the heritage for educational, study, and enjoyment purposes [15], they have started to be
regarded as having a key role in shaping our sustainable future [16]. Firstly, museums have the task of
preserving cultural resources and making these resources known to current and future generations [17].
Globalization, linguistic, ethnic, and identity changes, as well as new livelihood practices, are factors
that threaten the preservation and further transmission of cultural heritage [18]. Thus, one of the
fundamental tasks of museums is to collect and preserve tangible and intangible cultural heritage so
that cultural knowledge and skills, as well as memory and identity issues, can be passed on [5].
Secondly, through their educational function, museums can contribute both to keeping alive
and further transmitting the beliefs and practices of a community, as well as to encouraging the
development of new values, attitudes, and behaviors within society [3,19]. Through their exhibitions
and their involvement in discussions and debates regarding climatic and environmental changes [20,
21], museums have the capacity to influence people’s attitudes towards their natural environment [22],
which can have a positive impact on the protection of local biodiversity [23,24]. Museums can also
organize public activities and events that are focused on creating social value by promoting the
adoption of ‘socially responsible behaviors’ in the community [14,25]. To fulfil their cultural, social,
and environmental mission efficiently, museums can use modern technologies [26] that are specially
designed for digital collection management [27], hands-on interactive exhibits [28], virtual reality [29],
and E-museums [30]. Technological innovation allows museums to become more attractive, use
their resources more efficiently, and increase exposure using online distribution and communication
channels [31]. Besides attracting a higher number of visitors and a raise in the museums’ own
income [32], modern technologies help museums to better conserve the cultural items they hold, which
has a positive influence on their sustainability.
As museums preserve, but also create culture, they are different from any other organization [4].
Thus, cultural sustainability in museums can be defined in either narrow or broad terms [33]. In narrow
terms, it consists of collecting, preserving, conserving, and researching the material and immaterial
cultural heritage [34,35] to ensure the access of present and future generations to cultural resources [36].
In broad terms, cultural sustainability in museums involves not only the preservation of cultural
heritage, but also the use of heritage to create a certain set of values, attitudes, and behaviors among
individuals, which leads to cultural vitality [3,18]. Cultural vitality is a result of cultural activities
carried out by museums and a way through which museums can contribute to the achievement
of economic, social, and ecological sustainability [37]. However, because cultural vitality cannot be
Sustainability 2019, 11, 970 3 of 22
achieved without cultural heritage, cultural sustainability is most often associated with the preservation
and conservation of cultural capital [35]. Hence, collecting, preserving, conserving, and researching
cultural heritage are the core components of cultural sustainability in museums, which is why in this
work, we focus on cultural sustainability in narrow terms.
Although the connection between museums and cultural sustainability is highly recognized,
the studies on cultural sustainability in museums are limited to theoretical concepts and qualitative
research [35]. Some scholars have focused their attention on highlighting how museums can contribute
to the economic, social, and environmental goals of sustainable development by being or becoming
culturally sustainable. Thus, culture has been approached as an instrument for the traditional three
pillars of sustainability [38,39]. The cultural heritage of museums reflects local history and collective
memories [37]. Therefore, museums can use their cultural heritage to strengthen the cultural identity
of a community [19]; give a sense of place, rootedness, and belongingness to the residents; ensure
continuity of traditional practices [37]; represent cultural diversity; promote intercultural dialogue,
understanding, and tolerance; achieve a higher degree of social inclusion and cohesion [40]; and foster
quality of life [41]. Moreover, cultural heritage is an essential resource for economic development.
Museums are an important attraction for visitors and play a critical role in the field of cultural
tourism [25]. Cultural heritage can also be used to develop educational programs and exhibitions that
highlight the human–nature relationship and shape the values, attitudes, and behaviors of people,
so as to include an ecological focus [18].
Other researchers have placed culture on an equal footing with the economy, environment, and
society [35,38]. The independent role of culture in sustainability is explained by the importance of
preserving, conserving, and maintaining different forms of cultural capital [3], given the fact that
cultural heritage can be used to accomplish the social, ecological, and economic goals of sustainable
development only after the necessary steps have been taken to preserve it [42]. A third approach
sees culture as an ‘overarching dimension of sustainability’, which encloses the other three pillars of
sustainability and leads to development as a cultural process [38].
A newer view is expressed by Loach et al. [4], who emphasize the need to analyze how the
measures taken by museums to become economically, socially, and ecologically sustainable contribute
to the fulfillment of their core cultural mission and, in this way, to the achievement of cultural
sustainability. This approach is justified by the fact that financial constraints and the intense competition
for attracting funds have led many museums in recent years to change their focus from cultural
heritage to market [43]. In order to collect resources for their survival, museums have started to apply
management strategies that often seek to maximize the economic, social, and cultural value they
provide for their users [17,44]. Such strategies allow museums to gain a competitive advantage and
financial support from tourists, authorities, and community members. Thus, sustainable management
can be a tool that helps museums earn money for preserving the heritage by satisfying the visitors’
needs and contributing to the community well-being [14]. However, ‘the pressure to meet targets and
demonstrate value’ by becoming socially, economically, and environmentally sustainable can lead
museums to neglect their original mission of acquiring, preserving, and researching collections [4].
Given this background, several questions arise: What is the place of cultural sustainability within
the sustainable development framework in museums? Is it an instrument for achieving economic,
social, and environmental sustainability, or is it supported by economic, social, and environmental
sustainability? Can the four pillars be placed on equal levels/positions?
While the role of culture in achieving social, economic, and environmental sustainability has more
frequently been debated in the literature, the opposite approach, according to which the three pillars of
sustainability help a museum to become culturally sustainable, has received scant discussion. For this
reason, our empirical study seeks to test the theoretical model proposed by Loach et al. [4], in which
the three classic dimensions of sustainability contribute to the achievement of cultural sustainability in
museums. Therefore, our aim is to develop the current knowledge in this field by trying to answer the
following questions: What are the factors that influence cultural sustainability in museums? To what
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extent do the social, environmental, and economic sustainable goals of museums support their core
cultural mission of keeping the heritage objects safe?
Starting from these questions, our study provides an integrated approach that places cultural
heritage in a central position of the sustainable development process in museums. In our view, cultural
sustainability can influence social, economic, and environmental sustainability, but it is also influenced
by components of these three classic dimensions of sustainable development. Thus, culture is a
resource for economic, social, and environmental sustainability, but also a result of the three pillars,
which support the cultural mission of museums as well.
Besides proposing a theoretical framework that reunites the input and output approaches of
cultural sustainability in relation to the economy, society, and environment, this paper extends previous
research by providing empirical evidence regarding the factors that can influence cultural sustainability
within museums. To our knowledge, the previous research regarding cultural sustainability has not
statistically examined and validated the different possible connections claimed to exist between cultural
sustainability and the other three pillars of sustainable development in museums. Thus, the value of
this paper is enhanced by the fact that the theoretical findings are empirically tested using econometric
techniques. More precisely, the regression models we developed highlight how a museum’s
characteristics and results (i.e., relevance of collections, number of visitors, heritage exposure, openness
to the public, effectiveness, and performance) can influence its cultural sustainability, viewed as the
ability to fulfil its cultural mission of acquiring, preserving, and researching the cultural heritage.
Paradoxically, although environmental hazards may seriously damage the cultural heritage, the
environmental behavior of a museum turned out to be insignificant in relation to cultural sustainability.
The paper is structured as follows: the second section sets the theoretical foundation for defining
the hypotheses and describes the survey structure, museum sector in Romania, survey methodology,
and sample profile; the third section presents the findings of the empirical research; and the final section
discusses the results, summarizes the conclusions, and proposes several suggestions for future research.
Cultural sustainability involves the protection of museum heritage. To preserve the artefacts,
museums must install safety and security systems and ensure adequate microclimate conditions in
exhibitions and warehouses [14]. Light, humidity, and temperature are the most important parameters,
which require special attention. By using modern devices, museums should not have difficulties in
keeping these parameters between the recommended limits. However, other factors caused by climate
changes and natural imbalances are more difficult to control and may seriously damage museums’
collections. Drought, floods, fires, hurricanes, and landslides are just some of these factors [46].
Therefore, to protect the integrity of their cultural assets, one of the first duties of museums is to keep
the natural environment safe [47] (pp. 7,8). Green practices help to control the microclimate conditions
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inside and outside the museum, which contributes to the achievement of heritage preservation
objectives [47] (p. 2). Hence, we argue that there is a positive connection between the environmental
behavior of museums and their cultural sustainability.
Social interaction and interconnection between people from all social classes and ethnic
communities [51] (p. 359) take place within exhibitions or at other events and activities organized
by museums around their collections [52,53]. Therefore, heritage exposure is the primary way in
which museums use the cultural resources they hold to serve the society and generate cultural
vitality. At the same time, exhibitions are the basic product that differentiates museums from other
cultural institutions and the reason most visitors choose to enter a museum. Related services such as
restaurants or educational programs can improve the quality of visiting experience, but in the absence
of exhibitions, they would not have the capacity to produce the same socio-cultural impact in the
community. Also, exhibitions can increase the attractiveness of a museum, and in this way, the revenue
attracted by it. In turn, high incomes allow a museum to achieve its heritage conservation goals to a
greater extent. Because exhibitions are an important way to generate a high social impact, but also
to financially sustain a museum, worldwide museum strategies focus on increasing the exposure of
collections over the limits imposed by a museum’s space. The practical application of this strategy
involves organizing temporary exhibitions in other locations or even opening exhibition centers or
satellite museums abroad [54–56]. On the basis of these considerations, we argue that there can be a
positive link between cultural sustainability and heritage exposure.
efficiency [59], identifying sustainability initiatives and measures adopted by museums [60], and
evaluating the satisfaction of museum visitors [61]. Although those studies include some economic,
environmental, and social sustainability issues, none of them cover all four dimensions of sustainability,
and the cultural pillar is almost absent within them. Therefore, starting from the theoretical findings
and the previous empirical research conducted in the field of museum sustainability, we designed
a new questionnaire able to collect relevant data for testing our hypotheses. Before distributing the
questionnaire at national level, it was first refined and improved based on the opinions expressed by
three faculty members, a statistician, and several museum employees. The clarity of the items and the
ability of museums to answer them was checked by applying the survey within the County Museum
of Art ‘Baia Mare Artistic Centre’.
The final version of the questionnaire consists of two parts. The first part includes 27 items that use
a five-point Likert scale (1—total disagreement, 5—total agreement). Six items are related to cultural
sustainability and investigate the ability of museums to collect, preserve, and research cultural heritage.
Effectiveness and performance are measured through seven items that assess different output–input
ratios (the results of the museum compared with the resources used to achieve the results). The five
items dedicated to environmental behavior focus on the measures taken by museums to improve the
use of electrical and thermal energy, fuel, water, and materials. Social relevance was split into two
variables: heritage exposure (two items) and openness to the public (seven items). Heritage exposure
measures the efforts made by a museum to make its heritage available to the public by organizing
exhibitions inside and outside of the museum walls. Openness to the public evaluates the ability of a
museum to offer attractive products and services on the market, satisfy the cultural needs and desires
of its users, collaborate with community members for organizing various exhibitions and events, and
attract a wide and diversified audience that is representative of all community groups and ethnic
minorities [14]. The second part of the survey includes 16 questions related to the characteristics of the
respondents and of the museum to which they belong. The questionnaire used for this research can be
consulted in Appendix A.
In addition, the contact details of the respondent are requested at the end of the questionnaire
(name, address, email). Despite the potential risk that the response rate would be affected by requesting
this information, the reasons we decided to keep the contact data in the questionnaire are to avoiding
duplication of answers from the same institution, the possibility of having a clear list of responding and
non-responding museums, the possibility of re-contacting institutions that have not responded before
a certain time, and the possibility of asking for clarifications in the case of incomplete questionnaires.
Respondents were assured that their responses would be kept confidential and without their prior
agreement, no material would be published suggesting a possible link between their museum and
their answers.
Considering the relevance of the heritage, the Romanian network of museums and public
collections is structured as follows: 70% local museums and collections, 13% county museums
and collections, 5% regional museums and collections, and 12% national museums and collections.
Regarding the ownership, 18.79% of museums and collections are private, while 81.21% are public [63].
Thus, if we take as a reference the total number of museums and public collections, it can be seen
that each region’s sample representativeness is over 11%. Because of the large number of museums
in the Center Region (123), it has the lowest representativeness (11.38%), even though it recorded
more responses than other regions (14). At the opposite end is the Southeast Region, with the fewest
museums (19) and the highest sample representation (52.63%). Overall, the ratio between the collected
responses and the total number of museums and public collections that exist at national level is 22.05%.
Therefore, given that the answers come from all regions of the country, and the fact that a significant
part of the 390 units is public collections and not museums, we believe that the research results can be
considered representative at national level.
Table 3 shows the structure of the responses according to museum type. Of the total number
of replies, most come from general and mixed museums, followed by art museums and history and
archeology museums.
Table 3 shows that almost all museums of natural history and science completed the questionnaire
(90%). They are followed by general museums and technology museums with a representative rate of
55.56% and 35.71%, respectively. Ethnography museums and art museums have the smallest degree of
representation. This is explained by the fact that the vast majority of public collections that could not
be excluded from the total population belong to these two categories. Also, specialized museums are
slightly under-represented (13.79%), because many of them are managed by private enterprises and
could not be contacted or did not want to respond.
Regarding the relevance of collections, the sample has the following distribution: county
museums—30 answers; local museums—21 answers; national museums—23 answers; and regional
museums—12 answers. If we analyze this structure in relation to the number of existing units at
national level, we can notice a good degree of representation of national museums (46%), regional
museums (57.14%), and county museums (52.63%). Because most public collections are of local
relevance and could not be excluded from the analysis, the representativeness of local museums could
not be accurately established. In the literature, it has frequently been stressed that museums with
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a heritage of high cultural and artistic relevance are more likely to have a higher degree of public
success [39,64]. Thus, we used the museum’s relevance as a control variable in order to increase the
accuracy of our results.
Regarding the number of visitors in 2015, 27.9% of the interviewed museums reported fewer than
5000 visitors, 37.2% registered between 5000 and 30,000 visitors, and 34.9% exceeded 30,000 visitors.
As the number of visitors is an important criterion according to which the attractiveness of a museum
is appreciated [17,65], in order to not influence the research results, we used the number of visitors as
a control variable.
At the same time, it was found that museums belonging to the National Network of Romanian
Museums (NNRM) were more open to completing the questionnaire. Of the 186 museums included in
the list, only 64 were members of the NNRM. However, 53 of the 86 responses came from museums
belonging to the NNRM. For this reason, we believe that NNRM membership is a possible influencing
factor on museum sustainability, which is why we use it as a control variable.
Because of the variety of the collected data, we concluded that the sample can be considered
representative of Romanian museums. Therefore, we continued our statistical analysis in order to test
the hypotheses. The most important findings are presented in the next section.
3. Results
The relationship between cultural sustainability (CS) and the independent variables discussed
above was empirically examined using the following hypothetical research model:
CS = β0 + β1 EP + β2 EB + β3 OP + β4 HE + β5 R + β6 V + β7 NW + ε. (1)
CS (cultural sustainability) is the dependent variable (DV) and denotes the ability of museums to
collect, preserve, and research the heritage; EP, EB, OP, and HE are the four independent variables (IVs)
that indicate a measure of effectiveness and performance (EP), environmental behavior (EB), openness
to the public (OP), and heritage exposure (HE); R (relevance), V (the number of visitors), and NW
(member of the NNRM) are the three control variables; β0 to β7 are the model coefficients; and ε is the
error term added to show the inaccuracy of the model.
The statistical processing of the collected data and the analysis of the relationship between the DV
and the IVs were performed using IBM SPSS 22.0 software.
Initially, the dependent variable was analyzed in order to evaluate the distribution of the collected
data. The descriptive statistics for the items included in the cultural sustainability scale show that mean
and median are almost equal, while the highest standard deviation is 1.246 (Table 4). The negative
values of the skewness coefficient indicate in all cases a deviation to the right from the empirical
distribution. This means that a greater number of museums declared that their heritage is very well
preserved, compared with the number of museums that did not agree with this statement. The kurtosis
is used to measure the ‘flatness’ or the ‘peakedness’ of a distribution, and a value close to zero denotes
a normal distribution. In our case, three items recorded positive values of kurtosis, which indicates
that the distribution of the answers in these cases is more peaked than normal, while the other three
items recorded negative kurtosis coefficients, which is a sign of ‘flatness’. The lowest kurtosis value
can be noticed in the case of the fifth item, which denotes that Romanian museums tend to have
difficulties regarding the inclusion of their heritage in a digital database. This result is in line with a
previous research conducted by Fanea-Ivanovici [10], who revealed that Romania has only 154,830
items included in Europeana, which places it in 24th position out of a total number of 44 providing
countries. However, besides the first item, the skewness and kurtosis coefficients have values between
±2, which are considered acceptable [66].
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Table 4. Descriptive statistics for the items included in the variable ‘cultural sustainability’.
The next step was to verify the reliability and internal consistency of each scale included in the
questionnaire using the Cronbach’s alpha coefficient [67]. The results of the reliability analysis indicate
a good internal consistency of the ‘cultural sustainability’ component (Cronbach’s alpha coefficient
0.85), the ‘effectiveness and performance’ component (0.841), the ‘environmental behavior’ component
(0.922), the ‘openness to the public’ component (0.783), and the ‘heritage exposure’ component (0.727)
(Table 5). The items included in the five scales are also intercorrelated (Cronbach’s alpha coefficient for
the total scale is 0.922), which means they can be used to measure the sustainability of museums.
Table 5. The results of the reliability analysis and adequacy of the sample. KMO—Kaiser–Meyer–Olkin.
The adequacy of the sample for each variable included in the model was measured using the
Kaiser–Meyer–Olkin (KMO) test. The results of the KMO test exceed the minimum level of 0.5 [68]
(Table 5) and the Bartlett’s Test of Sphericity proved to be significant as well (p < 0.001), which means
the collected data are suitable for structure detection (factor analysis).
Therefore, we used confirmatory factor analysis (CFA) to evaluate the extent to which the items
explain the latent variables [69]. The last column of Table 5 shows that for the variable ‘cultural
sustainability’, the six items explain the variance by 57.795%. For the variable ‘effectiveness and
performance’, the seven items explain the variance by 51.470%. For the variable ‘environmental
behavior’, the five items explain the variance by 76.327%. For the variable ‘openness to the public’, the
seven items explain the variance by 45.004%. In the case of ‘heritage exposure’, the two items explain
the variance of the latent variable by 76.177%.
The results of the CFA indicated that latent variables can be expressed as a linear combination
of items. Thus, based on the items included in each scale, we generated five synthetic variables.
Subsequently, to verify the links that exist between latent variables, the correlation coefficient was
calculated. This coefficient may have values between −1 and +1. Values close to +1 indicate that there
are direct positive relationships between two variables, while values close to −1 indicate the existence
of negative associations [70] (p. 24).
The coefficients presented in Table 6 show the existence of positive, significant correlations
between cultural sustainability and all four exogenous variables. Because the coefficient does not tell
us the extent to which one variable depends on another, the results can be interpreted in a double sense.
On the one hand, a museum that has taken all necessary steps to preserve, conserve, and research its
collections has greater potential to organize attractive exhibitions for the public and to carry out social
and environmental actions and activities. In turn, the social performance of the museum can lead to an
increase in the number of visitors and financial resources it attracts, while environmentally responsible
Sustainability 2019, 11, 970 11 of 22
behavior can reduce the consumption of natural and material resources. Thus, effectiveness and
performance indicators are positively influenced by increasing output and decreasing input.
EP EB OP HE CS
Effectiveness and performance (EP) 1
Environmental behavior (EB) 0.436 *** 1
Openness to the public (OP) 0.533 *** 0.607 *** 1
Heritage exposure (HE) 0.096 0.354 ** 0.313 ** 1
Cultural sustainability (CS) 0.509 *** 0.437 *** 0.534 *** 0.493 *** 1
** Correlation is significant at the 0.01 level (two-tailed); *** correlation is significant at the 0.001 level (two-tailed).
On the other hand, organizing attractive exhibitions and meeting the community’s needs are
factors that have the capacity to help a museum attract the financial resources needed to fulfill
its goals of preserving, conserving, and researching the cultural heritage. Furthermore, increasing
effectiveness and manifesting environmentally responsible behavior by reducing the consumption of
natural resources (energy, water, materials, etc.), reusing resources as much as possible, and recycling
what can no longer be used in the current form [47] (p. 6) allow a museum to achieve more cultural
objectives with the same amount of financial, human, and material resources.
In order to find out if there is any difference between the cultural sustainability of museums
with various characteristics, we have used the analysis of variance (ANOVA). The ANOVA test infers
whether there are any significant differences in the means of the corresponding population groups [71].
The null hypothesis assumes that all the museum groups have an equal cultural sustainability mean.
Thus, by performing this test we intended to answer the following questions:
(1) Does the number of visitors have any effect on cultural sustainability? Do museums from the
three categories differ significantly in achieving cultural sustainability? Which group has a higher
cultural sustainability?
(2) Does the relevance of museums, according to their cultural heritage, have any effect on
cultural sustainability?
(3) Does membership of the NNRM have any effect on cultural sustainability?
The results presented in Table 7 indicate that there are significant differences between the cultural
sustainability of museums with different numbers of visitors. An annual number of visitors fewer than
5000 has a negative influence on the cultural sustainability of a museum. A large number of visitors
(above 30,000) positively influences the cultural sustainability, but in a lower measure compared with
the interval of 5000–30,000. Therefore, we can conclude that the best performances regarding cultural
sustainability are obtained by museums with an annual number of visitors of between 5000 and 30,000.
These results are in line with previous theoretical findings. According to Pop and Borza [72], a very
high number of visitors contributes to the financial prosperity of a museum (which helps it to take
all the necessary measures for keeping the heritage in good conditions), but may also represent a risk
for the proper conservation of the exposed objects, especially if the exhibiting area is small [73,74].
Conservation of cultural objects requires a constant climate and large visitor numbers may cause an
imbalance in temperature and humidity within exhibitions [75]. Also, visitors are a source of hydrogen
sulfide, which affects silver and copper objects [76]. On the other hand, museums with low numbers
of visitors may encounter difficulties in attracting the financial resources they need for preventive
conservation and restoration of their collections.
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Table 7. The analysis of variance (ANOVA) test for cultural sustainability and control variables.
NNRM—National Network of Romanian Museums.
Control variable Categories Frequency (%) Mean variable CS Test F-value p-value
<5000 27.9 −0.544
The annual number of visitors 5000–30,000 37.2 0.267 5.581 0.005
>30,000 34.9 0.150
local 24.4 −0.343
The relevance of museums
county 34.9 0.307
according to their cultural 2.709 0.050
national 26.7 0.125
heritage
regional 14.0 −0.409
Is the museum a member of the yes 61.6 0.174
1.643 0.203
NNRM? no 38.4 −0.109
Significant differences were also found regarding the cultural sustainability of the local, county,
national, and regional museums. The average cultural sustainability is higher among county and
national museums, while the local and regional relevance of collections proved to negatively influence
the cultural sustainability of a museum. The better results of national museums compared with local
museums can be attributed to the fact that the former succeed in attracting larger resources because of
the historical and cultural value of their collections. However, the fact that county museums record an
average cultural sustainability higher than regional museums is surprising. A possible explanation
may be the fact that county museums are financed by county councils and national museums are
usually financed by national authorities (e.g., the Ministry of Culture), while regional museums do not
have an equivalent regional authority to whom they belong. Our research revealed that most of the
regional museums included in the sample are financed by county or local councils. County councils
seek to fulfill goals relevant to the well-being and interests of their county community members.
On the other hand, regional museums hold heritage objects that are relevant to a broader area, not
only to the county that finances them (a region includes more counties), and implicitly, their mission
and goals refer to the entire region. Thus, it is likely that county authorities have less motivation
to spend money on regional museums compared with county museums, simply because regional
museums do not reflect the county values, identity, and history in the way that county museums
do. The same explanation can be provided for justifying the higher cultural sustainability of county
museums compared with national museums. While most of the national museums are financed by the
Ministry of Culture or another ministry, in six cases, the respondents declared that they function under
the authority of a county council.
Although we expected to see a higher level of cultural sustainability among the museums that
belong to the NNRM, the ANOVA test proved to be insignificant in this case (p-value > 0.05), which
means that this characteristic does not significantly influence the cultural sustainability of a museum.
On the basis of these preliminary results, the next step was to perform multiple linear regression
in order to explore the relationship between DV and IVs [25]. Because there is a correlation between
the exogenous variables (predictors) (see Table 6), we proposed two models to explain the link between
the predictors and the DV, so that the multicollinearity effect can be avoided.
Table 8 shows that the second model, which includes heritage exposure, effectiveness and
performance, and openness to the public as significant predictors, achieved the highest value in
the likelihood ratio (LR) test (67.356) and the highest R squared (0.33) of the two models. Although
cultural sustainability is correlated with each of the four independent variables (Table 6), when their
cumulative effect on cultural sustainability is analyzed, we note that environmental behavior becomes
insignificant. This result can be explained by the fact that measures taken by museums to protect
the natural environment, such as material recycling, the use of energy-efficient devices and systems,
and encouraging an eco-friendly attitude among visitors and employees [77], influence cultural
sustainability mainly through economy of financial resources, which allows for greater investment
in the acquisition, preservation, and conservation of heritage. In the first model (Table 8), this effect
is likely to have been taken over by the effectiveness and performance variable, given the significant
Sustainability 2019, 11, 970 13 of 22
positive correlation that exists between environmental behavior and effectiveness and performance
(see Table 6). Consequently, the second hypothesis, that there is a positive relationship between cultural
sustainability and environmental behavior, is rejected. Thus, in the case of Romanian museums, it
is found that green practices adopted by museums do not have a significant effect on controlling
the climatic conditions and avoiding the natural imbalances that could pose a threat to the safety
of collections.
Model 1 Model 2
Model Variable
Coeff. Wald Test Coeff. Wald Test
Member of NNRM (yes) −0.291 * 3.175 −0.275 * 2.906
Number of visitors
>30,000 −0.076 0.105 −0.088 0.149
5000–30,000 0.203 0.922 0.207 0.994
<5000 - - - -
Relevance of museum
regional 0.181 0.502 0.172 0.470
national 0.458 ** 4.215 0.448 ** 4.244
county 0.504 ** 5.760 0.444 ** 4.622
local - - - -
Heritage exposure 0.362 *** 18.256 0.352 *** 18.861
Environmental behavior 0.024 0.066 - -
Effectiveness and performance 0.397 *** 15.959 0.352 *** 12.626
Openness to the public - - 0.194 ** 4.268
Intercept −0.193 1.816 −0.184 0.875
R squared 0.32 0.33
64.639 *** 67.356 ***
Likelihood ratio test (LR)
(df = 9) (df = 9)
* Indicates significance at 10% level or less, ** significance at 5% level, *** significance at 1% level.
The first hypothesis, according to which cultural sustainability is positively related to effectiveness
and performance, is accepted. Museums that optimize the ratio between their results (e.g., the number
of events, the number of visitors, the revenue level) and the inputs they have used to achieve the
results (e.g., the number of employees, the number of exhibited objects, the level of expenditure) will
have a higher chance of accomplishing their mission of protecting the cultural capital.
The third and fourth hypotheses, according to which cultural sustainability is positively related
to openness to the public and heritage exposure, are accepted as well. These findings show that
the ability of museums to preserve, conserve, and research the cultural heritage can be enhanced
by organizing attractive exhibitions inside and outside of the museum’s walls, exhibiting a high
proportion of the artefacts they possess, providing services and products according to visitors’ needs
and desires, offering participative and interactive educational programs, developing accessible and
inclusive programs, collaborating with the community members for organizing various events, having
a diversified structure of employees and volunteers so as to reflect the structure of the local community,
and attracting new users and/or disadvantaged groups of people. Museums can offer attractive
exhibitions and interactive educational programs by using modern technologies, such as audio–visual
media, guided presentations, interactive navigation stations, simulation media, interactive films, 3D
graphics, and virtual reality [78]. By performing these actions, museums will create the opportunity
for a wider number of people to ‘perceive, understand, and appreciate’ the value of cultural heritage,
the conservation of which is important for future generations [79].
4. Discussion
Museums are public institutions whose general mission is to serve society [80,81]. Given
this mission, museums seek to have a positive impact on sustainable development. Financial
Sustainability 2019, 11, 970 14 of 22
constraints have forced museums to turn their attention toward becoming organizationally sustainable.
According to Moldavanova [17], organizational sustainability includes both institutional survival
and intergenerational sustainability, which is understood as the ability of a museum to fulfill its
cultural mission in the long run. Beside the fact that sustainable management helps museums to prove
their importance and to survive, our study showed that this approach also has a positive impact on
museums’ ability to achieve their cultural goals.
While most of the previous research presents the importance of cultural heritage in the
process of sustainable development through its role in achieving social relevance and economic
prosperity, influencing visitors to practice green activities, and developing their pro-environmental
behavior [69,77], this paper adopts a less debated perspective, namely the examination of possible
factors that can help museums to reach cultural sustainability by better accomplishing their goals
related to the preservation, conservation, and research of cultural heritage. The factors included in
the analysis were defined starting from the three classic dimensions of sustainability. The variable
‘effectiveness and performance’ was chosen for economic sustainability, ‘heritage exposure’ and
‘openness to the public’ were selected for social sustainability, and ‘environmental behavior’ was a
factor associated with environmental sustainability. Using this approach, we aimed to evaluate the role
of economic, social, and environmental sustainability in supporting the cultural mission of museums.
Quantitative research was conducted to meet the aims of the study. The statistical results allowed us to
accept three out of the four hypotheses referring to the positive connection between the DV and IVs.
The findings of the present study indicate that museums’ effectiveness and performance, openness
to the public, and heritage exposure have a positive impact on cultural sustainability. These findings
are in line with the assertions of Loach et al. [4] and Errichiello and Micera [35], who hypothesized that
economic and social dimensions of sustainability can be used by museums as tools for ‘implementing
cultural sustainability-oriented strategies’. Sustainable museums succeed in making better use of their
resources, but at the same time, they have a higher financial capital available to collect, preserve,
conserve, and research the cultural artefacts. Our results are also consistent with the findings
of Pencarelli et al. [14], who emphasized that Italian museums are motivated to invest in social
sustainability policies, because in this way, they can ensure their future. At the same time, socially
responsible behavior allows museums to receive a higher level of public funding, which has a positive
influence on their performance in terms of cultural heritage preservation [45].
Even though the correlation between environmental behavior and cultural sustainability proved
to be significant, environmental behavior had no direct impact on museum cultural sustainability.
Museum collections are not better preserved and conserved merely because they have an eco-friendly
attitude and behavior. Therefore, the assumed impact of museum environmental behavior on
protecting cultural heritage was not supported. The influence of pro-environmental behavior on
cultural sustainability is rather indirect, through the economy of resources, which leads to higher
effectiveness and, in this way, to cultural sustainability.
In conclusion, cultural heritage can be used as a resource for achieving economic, social, and
environmental goals, but at the same time, our study has shown that some components of social
and economic sustainability have the capacity to influence cultural sustainability within museums.
Therefore, cultural sustainability has the role of both input and output in relation to the other pillars
of sustainability, which reinforces the conclusions of previous studies that culture can be regarded
as a fourth independent pillar of sustainability, equal to the economic, social, and environmental
pillars [35,38], as illustrated in Figure 1.
Sustainability 2019, 11, x FOR PEER REVIEW 15 of 23
a fourth independent pillar of sustainability, equal to the economic, social, and environmental pillars
Sustainability
[35,38], as2019, 11, 970
illustrated
in Figure 1. 15 of 22
Sustainable Economic
Social development sustainability
sustainability
Environmental
sustainability
Cultural sustainability
Collect, preserve and research the heritage
Financial resources
Museum attractiveness
Effectiveness and
Openness to the public performance
However, it should be clarified that effectiveness and performance, openness to the public,
and heritage exposure are not the only factors that have an influence on cultural sustainability.
Guccio et al. [42] pointed out that the efficiency of cultural heritage preservation works is influenced by
the professional characteristics of the specialists who take the decisions to carry out conservation work.
The authors highlighted that specialized heritage authorities that belong to central government are
less efficient in implementing conservation contracts than less specialized authorities. Errichiello and
Micera [35] also examined the role of public–private partnerships and collaborations between cultural
organizations and local stakeholders in achieving cultural sustainability. Another important factor is
the national support offered to cultural institutions for digitizing their heritage. As Fanea-Ivanovici [10]
highlighted, in Romania, the lack of funds is the main reason for which the number of objects included
in Europeana per number of inhabitants is one of the lowest in Europe.
Given this background and the results of our research, future studies should focus on exploring the
influence of other possible factors on cultural sustainability in museums. Because market orientation,
innovation, and the high value offered to customers have a positive impact on economic and social
sustainability of museums [82], they might influence cultural sustainability as well. In particular,
technological innovation was found to be a source of competitive advantage for museums [32] and,
consequently, it could have a great impact on cultural sustainability as well. Other possible factors
could include web-based services and digital tools [67], which were found to be relevant regressors
of the museums’ attractiveness [25]; financial structure and organizational size, which impact the
level of performance in museums [45]; and retailing activities, which are a source of self-generated
revenue [44].
In addition, the conclusions of the present study should be confirmed through research conducted
in other countries and geographical areas with different cultural and environmental background. In
Romania, the occurrence of natural hazards is low, which is why their negative effect on cultural
Sustainability 2019, 11, x FOR PEER REVIEW 17 of 23
heritage is almost missing, and implicitly, the measures taken by museums for environmental
protection have proven to have an insignificant effect on the preservation of cultural heritage. However,
heritage. However, the results could be different in countries that are frequently confronted with
the results could be different in countries that are frequently confronted with problems related to
problems related to natural hazards caused by climate instabilities.
natural hazards caused by climate instabilities.
The results may also differ according to the level of cultural consumption that exists among
The results may also differ according to the level of cultural consumption that exists among
various countries. Figure 3 illustrates the percentage of people of the age of 16 years or over who
various countries. Figure 3 illustrates the percentage of people of the age of 16 years or over who
participated in cultural activities offered by European cultural sites (historical monuments, museums,
participated in cultural activities offered by European cultural sites (historical monuments, museums,
art galleries, or archaeological sites) in 2015, by country of origin.
art galleries, or archaeological sites) in 2015, by country of origin.
80.0%
70.0%
60.0%
50.0% 43.40%
40.0%
30.0%
20.0% 18.30%
10.0%
0.0%
France
Czechia
Latvia
Serbia
Poland
Sweden
Denmark
Luxembourg
Norway
Germany
Ireland
Hungary
Spain
Italy
Greece
Bulgaria
Netherlands
United Kingdom
Estonia
Austria
Slovenia
Belgium
Portugal
Slovakia
Lithuania
Malta
Croatia
Romania
Macedonia
Cyprus
Finland
Iceland
European Union
Switzerland
Figure
Figure3.3.Participation in cultural
Participation in culturalactivities
activities offered
offered by cultural
by cultural sites sites in 2015;
in 2015; source:source:
[83]. [83].
While in EU countries, 43.40% of the sample population participated at least once in cultural
activities in 2015, in Romania, this percentage is only 18.30%. The main reasons for non-participation
in cultural activities offered by Romanian cultural sites were the following: financial reasons—20.1%,
no interest—26%, none in the neighborhood—22.3%, and other—31.5% [84]. A very interesting aspect
Sustainability 2019, 11, 970 17 of 22
While in EU countries, 43.40% of the sample population participated at least once in cultural
activities in 2015, in Romania, this percentage is only 18.30%. The main reasons for non-participation
in cultural activities offered by Romanian cultural sites were the following: financial reasons—20.1%,
no interest—26%, none in the neighborhood—22.3%, and other—31.5% [84]. A very interesting aspect
is that, compared with other European countries, Romania has the highest percentage of people who
declared that they have not participated in cultural activities because of the fact that there ‘is none in the
neighbourhood’ (22.3%). This means that Romanian cultural institutions should increase the number
of exhibitions and activities organized in different locations in order to support the development of
cultural sustainability.
Author Contributions: Conceptualization, I.L.P.; Formal analysis, A.B. (Anut, a Buiga); Investigation, I.L.P.;
Methodology, I.L.P. and A.B. (Anca Borza); Project administration, A.B. (Anca Borza); Supervision, I.L.P.;
Writing—original draft, I.L.P., A.B. (Anca Borza), A.B. (Anut, a Buiga), D.I., and R.T.; Writing—review & editing,
I.L.P., A.B. (Anca Borza), A.B. (Anut, a Buiga), D.I., and R.T.
Funding: This research received no external funding.
Conflicts of Interest: The authors declare no conflict of interest.
1 – Strongly disagree
2 – Disagree
3 – Neither agree, nor disagree
4 – Agree
5 – Strongly agree
References
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Sustainability 2019, 11, 970 19 of 22
Please be advised that the data collected in this questionnaire is confidential and, if published, will not allow
association with your museum without prior written consent.
Thank you for your time!
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