Escolar Documentos
Profissional Documentos
Cultura Documentos
DEPARTMENT OF SOCIOLOGY
19 2013
Toru 2013
ADVISORY COUNCIL
David L. Brown (USA), Osamu Ieda (Japan), Drobinka Kostova (Bulgaria),
Fouli Papageorgiou (Greece), Gerd Vonderach (Germany), Jerzy Wilkin (Poland)
EDITORIAL BOARD
Christian Giordano Member
Andrzej Kaleta Managing Editor
Irn Szrnyin Kukorelli Member
Iwona Leniewicz Editorial Assistant
Michal Lotk - Member
Nigel Swain Member
Monika Kwieciska-Zdrenka Deputy Editor
EDITORIAL OFFICE ADDRESS
87100 Toru
ul. Fosa Staromiejska 1a, Poland
www.soc.uni.torun.pl/eec
EEC digital version is available on
www.kpbc.umk.pl/dlibra/indexsearch?startstr=E&attId=title
www.versita.com/eec
Eastern European Countryside has been on Index, Since May 2007,
Social Scisearch and Journal Citation Reports / Social Sciences Edition (IF 0,08)
he periodical is inanced by the Ministry od Science and Higher Education
Contents
29
57
77
Milica Vujicic, Lela Ristic, Nata Ciric Local Initiatives for Rural
Vitality and Social Inclusion: Some Experiences from Serbia . . . .
105
127
153
177
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287
295
doi: 10.2478/eec-2013-0001
19 2013
Andrzej Kaleta
Between 1993 and 2013 the following were published in EEC: 178 articles and
academic studies (88 between 2004 and 2013), 19 reviews (respectively 11), 74 reports
from various academic events (39), 16 biograms of classics of rural sociology from central
and Eastern Europe (8).
Andrzej Kaleta
decade of the periodical and it is now time for an assessment (the irst was
presented on the occasion of its irst decade2).
an important achievement of the past decade has been the systematic
growth in readership of our periodical3, mainly due to its electronic version.
We have been accessible in this way since 2007 in the Kujawy-Pomeranian
digital library and since 2009 on the Versita electronic platform, thereby
reaching tens of thousands of libraries throughout the world.
However, the greatest achievement of the last decade was obtaining
a signiicant position on the international academic publishers market.
since 2007 articles published in EEc have been indexed by: he Social
Sciences Citation Index; Social Scisearch and the Journal of Citation Reports/
Social Science Edition, which in fact means the periodicals accreditation
on the Philadelphia list. since 2010 EEc also holds the so-called impact
factor.
We have done much to constantly improve our record, endeavouring
to obtain interesting texts which are methodologically correct and include
theoretical references which underwent a two-stage evaluation process
before publication, irstly by members of the editorial board and ater their
recommendation by external critics, i.e. academic experts in Europe, North
america and asia4. We also tried to get information about the published
texts included in as many abstract bases. other than the already mentioned
Social Sciences Citation Index, our periodical is also indexed in Sociological
Abstracts; he Central European Journal of Social Sciences and Humanities
(cEJsH), jointly presided over by he academies of sciences in Poland,
he czech republic, slovakia and Hungary; the Scopus and the Summon
bases as well as Research Papers in Economics (rePEc).
We constantly strived to reach new groups of readers and to gain
potential authors by presenting the periodical at rural sociology congresses
(he European society of rural sociologists Esrs and the international
rural sociology association irsa), beyond the rural sociology circle (e.g.
by including the development problems of rural areas into the works of the
European sociology society) and also beyond the sociological circle (e.g.
2
cf. our authors and their articles Nos. 0/19939/2003 of Eastern European
Countryside, in: Eastern European Countryside 2004, no. 10, pp. 217229.
3
he number of readers doubled in 2011.
4
a list of critics is on the periodicals website www.soc.uni.torun.pl/eec.
Andrzej Kaleta
doi: 10.2478/eec-2013-0002
19 2013
Grzegorz Zabocki
10
Grzegorz Zabocki
Introduction
Eastern European Countryside has been coming out for 20 years. hat allows
for the comparison and evaluation of the periodical as well as an evaluation
of the status quo of the discipline within which it functions.
his paper is primarily an analysis of the similarities and diferences
between four English language academic periodicals which aim to
present the top quality achievements of institutions and people engaged
in sociological analysis and research of processes taking place in rural areas
and agriculture. Two of the periodicals represent associations which are of
great importance to the global image of rural sociology: Rural Sociology is
the quarterly of the american association of rural sociology which has
been coming out for almost 80 years, and Sociologia Ruralis is the quarterly
of the European association of rural sociology which has been coming
out for over 50 years. he third periodical, Journal of Rural Studies, is an
esteemed quarterly published by Elsevier Publishers since 1985 which
concentrates on the question of rural sociology. Whereas Eastern European
Countryside is an annual published at Nicolas copernicus University in
Toru.
he idea of comparing these periodicals also emerged to evaluate the
state of rural sociology an academic discipline whose achievements are
presented in these periodicals. do the articles published in them cover
a similar collection of phenomena and processes, considered as the subject
matter of rural sociology? here are reasons to doubt that as there have
long been considerable diferences in the evaluation of speciic phenomena
and processes taking place in rural communities. an expression of these
diferences is the disparity (formulated for over 50 years) in naming
the discipline they go in for: although everyone says they glean from
the achievements of rural sociology, they in fact call their discipline the
sociology of rural areas, environmental sociology, agricultural sociology,
the sociology of traditional societies or the sociology of managing natural
resources. To what extent do the editorial teams of these periodicals make
use of a common perspective in perceiving and clarifying current social
11
Comparative Methodology
a comparison of the areas of interest of these periodicals in the years
19952010 was undertaken on the basis of assigning the subject matter of
12
Grzegorz Zabocki
the articles and works reporting the results of empirical research (further:
articles), published in these periodicals to a collection of 28 categories. he
basis of assigning the topic of a given article to a speciic category was the
content of its abstract and title, and in the absence of an abstract the title
and overview of the whole article or its opening fragments.1
he periodical which made its pages available to the lowest number of
articles in the analysed period was the annual Eastern European Countryside
(further EEC), during which 141 articles were published in it.2 he same
number of articles was published in each of the other periodicals over
a period of 6 years. herefore, all the EEC articles were used for the
comparison, dividing them into 3 periods: 19951999, 20002004 and
20052010; in those periods 44, 52 and 45 articles appeared respectively.
he same number of articles was used for each of the other periodicals in
19961997 (the irst period), 20022003 (the second period) and 2008
2009 (the third period), omitting a few special issues which appeared in
those years (2/2002 and i/2003 JRS).3 as a result, over 560 articles were
1
he numbers which were used for further research showing the frequency of a given
topic in the articles from a given period were acquired by assigning a main topic and
a supporting topic (both from the collection of 28 categories, the supporting topic being
a repetition of the main topic in few cases), the summing up of the number of appearances
of each of the 28 categories and then dividing those numbers in two. categories for a given
periodical and a given period with a result below unanimity were omitted. such a method
of establishing the subject matter of articles does not provide results consonant with other
methodologies, e.g. those using key-words or a subject assigned to the articles in electronic
databases. attempts at applying such other methods did not give satisfactory results. E.g. in
the EBsco database in articles in Rural Sociology from 19952002 the subject of rurality
was given to 4 articles, and the world rurality was used in 16 articles from that period.
However, in the next period 20032010 this subject was not given to any articles, in spite
of the fact that the word rurality was used in almost twice as many articles (27 articles).
similar disparities were obtained during attempts to use key-words given to articles by
authors and also many articles (mainly in 19951999) did not have key-words.
2
hat research did not include the pilot issue of EEC which appeared in 1993, but
issues 1 16 published between 1995 and 2010.
3
he special issue 3/2008 of Sociologia Ruralis was not omitted. it was devoted to
sustainable rural development, as without that issue the total number of texts in that
periodical in 20082009 would have been lower than 40. Whereas 44 articles included
in the JRS in 19961997 came from issues 14 in 1996 and issues 12 in 1997. likewise
51 articles included in JRS in 20082009 came from issues 34 in 2008 and issues 13 in
2009 (issues 2/2008 and 4/2009 of that periodical were special ones).
13
the subject of that research and each periodical in each of those periods
had 41 to 52 articles (47 on average).
he collection of 28 categories was selected in such a way so as to
adequately relect the subject matter of the articles in each of the periodicals
while also enabling the veriication of a few hypotheses about the change
in interest in individual issues in the later analysed periods, environmental
protection, sustainable development, globalisation, family farms, social
capital, the multi-functionality of rural areas and the wide variety of sources
of income of rural inhabitants, legal protection, the wellbeing of animals
etc.
Barbara Weber drew attention to the high number of texts in EEC devoted to
transformation and privatisation in the irst singled out period in her text in issue 10/2004
of EEC [Weber, 2004:7].
14
Grzegorz Zabocki
15
5
4
RS
SR
JRS
EEC
1
0
1995-1999
2000-2004
2005-2010
12
10
RS
SR
JRS
4
EEC
2
0
1995-1999
2000-2004
2005-2010
he high level of interest of SR in these topics in the third of the analysed periods
is partly due to including articles from the special issue 3/2008 of SR, largely devoted to
them.
16
Grzegorz Zabocki
an area which attracted growing interest during the analysed periods were
the questions of current agro-industrial systems and applied technologies
in food production, including the problems of guaranteeing high quality
food. in the irst period there are practically no texts on this issue, whereas
in the following 2 periods they were relatively numerous. here were no
articles on this topic in EEC as if those themes in that periodical were
considered as pertaining to industrial or commercial sociology rather than
rural sociology. Whereas they appeared more frequently in SR and RS as
can be seen in the graph below. he data do not take into account articles
from the special issue of JRS 1/2003, which was devoted to the alternative
networks of agri-food production. if these articles were to be taken into
account, the level of interest of JRS in this subject matter in 20002004
was highest.
Figure 3. subject agri-food systems
7
6
RS
5
4
SR
JRS
EEC
1
0
1995-1999
2000-2004
2005-2010
17
7
6
RS
SR
4
3
JRS
EEC
1
0
1995-1999
2000-2004
2005-2010
here was slightly less interest yet with a similar structure in migration and
the demographic process as well as in the level of awareness and opinions
of various groups of inhabitants in rural areas.
here was a systematic growth in the number of articles about processes
taking place in the local communities, the social and political activity of
the members of the those communities, the networks of local cooperation
and rivalry. in the irst period about 10% of the articles were devoted to
those issues and in the third about 20%. he graph below shows the level
of interest in this subject matter.
Figure 5. subject communities
14
12
10
RS
SR
JRS
EEC
2
0
1995-1999
2000-2004
2005-2010
18
Grzegorz Zabocki
describing and clarifying the processes taking place in rural areas was also
connected with pointing to the government and state institutions as the
actors on which so many of these processes depended. he articles devoted
to the role of the state (including its role as a result of the deregulation of
the economy) were less frequent than those about the social and political
activity in local communities. a greater interest in the role of the state
appeared in EEC, although if the concentration of that periodical during
the irst period on the processes of transformation and privatisation can
be connected with activities of the state authorities, maintaining that the
growing interest in the role of the state in processes described in EEC would
be unjustiied. he graph below does not include articles which concerned
the system change and privatisation.
Figure 6. subject state
10
9
8
7
6
5
4
3
2
1
0
RS
SR
JRS
EEC
1995-1999
2000-2004
2005-2010
he subject matter which was covered more frequently in EEC in the second
and third period concerned social inequality, poverty, marginalisation and
social exclusion among various groups in the rural population. his subject
was always present in the other 3 periodicals, whereas it only appeared in
the second period in EEC as if these phenomena were nonexistent or
insigniicant in the irst period, i.e. in 19951999. it is puzzling that the
theme of social inequality, poverty, marginalisation and social exclusion
appeared more frequently in all 3 periods in RS that in SR or JRS.
19
9
8
7
6
5
4
3
2
1
0
RS
SR
JRS
EEC
1995-1999
2000-2004
2005-2010
EEC stood out for its interest in the changes in ways of using arable land and
its structure, the functioning of cooperatives as well as the socio-economic
structure of rural inhabitants and their sources of income (these questions
were covered least frequently by SR).
in the 4 periodicals the level of interest in social capital, multifunctionality of rural areas and the wide variety of sources of rural family
incomes, as well as the importance of tourism and leisure in rural areas was
equally low (such articles appeared in the 2nd and 3rd period). few articles
discussed these issues and the small diferences between the periodicals
could be noticed in a slightly higher level of interest of JRS in multifunctionality and slightly higher interest of EEC in tourism.
Under 10% of the articles were devoted to theoretical and methodological
problems of rural sociology, the upper limit being slightly higher in RS.
interest in the social aspects of gender diferences was twice as low in the
periodicals, growing in EEC while falling in rs. he 4 periodicals did not
devote many articles to the historical conditions of processes taking place in
rural areas. of all the texts there were about 5% such articles, JRS showing
a growing tendency on this topic and EEC a falling one.
in the titles of a few articles there were words such as unemployment,
animal rights, animal welfare, animal well-being but the methodology used
for establishing the subject matter led to the conclusion that articles devoted
to these issues in the discussed periods were in fact non- existent.
20
Grzegorz Zabocki
21
canada and New Zealand. here are very few exceptions to this rule.
he authors of almost 100 out of 132 analysed articles in SR were from
Western Europe (the authors of 40 articles being from the UK, 12 from
Greece, 11 from Norway). he authors of 12 articles were from Usa,
8 from australia, 7 from canada, 3 from New Zealand. only 3 authors
of the articles were from central Europe. 3 articles were by authors from
other non-European countries (Brazil and south africa).
he authors of almost 80 of 144 articles in JRS were from Western
Europe (UK 51 articles, Norway 5 articles, finland 5 articles). he
authors of 20 articles were from Usa, 14 articles from canada, 13
articles from australia and 6 from New Zealand. only 2 articles were
written by people from outside the mentioned territories (south africa
and Hong Kong).
one of the co-authors of 2 articles was from central and Eastern Europe
(from russia and Bulgaria) and one co-author of another 3 articles from
Mexico, hailand and argentina.
Figure 8. articles in rural sociology according to authors and co-authors
1,4
2,8
1,4
3,5
5,6
USA
USA/Canada
3,5
USA/other country
Canada
Australia
Western Europe
other country
81,8
22
Grzegorz Zabocki
2,3
5,3
Western Europe
6,1
USA
10,6
Australia
Canada
New Zealand
other country
71,2
1,4
9,0
Western Europe
co-author from
Western Europe
USA
9,7
Canada
Australia
New Zealand
16,0
54,2
5,6
other country
23
24
Grzegorz Zabocki
generally wrote about Usa and canada, authors from Western Europe
mainly wrote about Western Europe. sometimes authors from australia
or New Zealand joined that circle. he articles in those 3 periodicals give
the impression that at least 1 of the following circumstances had taken
place:
a) the social phenomena in the rural areas apart from the 2 mentioned
regions did not in fact deserve the attention of rural sociology
periodicals,
b) social phenomena in the rural areas outside the two mentioned
areas were not in fact analysed or researched by anyone in a way as
is done within the framework of rural sociology (and that is why in
rural sociology periodicals articles about these analyses or research
are lacking).
if however, one adds to the above 2 circumstances the observation that
the results of research on such areas carried out by rural sociologists in
central and Eastern Europe, latin america, india, Japan or china were
scarcely published in RS, SR or JRS, then the conclusion that perhaps for
those 3 periodicals rural sociology meant only whatever referred to the
Usa or Western Europe and an article in a rural sociology periodical
could only be a text whose author or co-author represented the Usa or
Western Europe. Exceptions to this rule were very rare in the 3 discussed
periodicals.
However, considering that the authors or co-authors of almost half of
the articles published in the entire period 19952010 in EEC, which referred
to phenomena taking place in central and Eastern Europe, were people
from Western Europe and Usa, the following conclusion can be made:
a) the social phenomena in rural areas outside Western Europe and
Usa were interesting for rural sociologists (rural sociologists from
Usa and Western Europe were interested in them),
b) social phenomena in rural areas outside Western Europe and Usa
were analysed and researched as is done by rural sociologists (they
were analysed and described in EEC by rural sociologists from
Western Europe and Usa).
herefore, the fact that in RS, SR and JRS the areas outside Western
Europe, Usa, canada, australia and New Zealand were written about very
rarely and when that did occur, the authors or co-authors of those articles
were oten people from the mentioned regions, points to the regional
25
26
Grzegorz Zabocki
his was one of the issues raised by andrzej Kaleta, the initiator and editor-in-chief of
Eastern European Countryside, in an article published in EEC in 1999 [Kaleta 1999:16].
8
he author of the book describing the oeuvre of Polish sociology concerning the
system transformation gave a positive evaluation of this process without providing the
criteria of that evaluation [Kolasa-Nowak 2010: 165]. Meanwhile, the suicide rate in Poland,
which had for decades been lower in the country than in towns, has been considerably
higher in the country than in towns since the beginning of the transformation [Jarosz
1997: 86; GUs 1995:67]. he average lifespan in the countryside has been lower than in
towns [frenkel 2012:43]. in the 90s the number of students in Poland increased 300%
(from 0.4 to 1.6 million) but the number of places in student accommodation, mainly used
by rural students, only increased 13% [GUs 2001: 239 and 246]. it is diicult to consider
that data as a sign of improvement in the position of the rural population in relation to
the urban population.
27
processes.9 for at least that reason the existence of the periodical which
has been following changes in the rural areas of central and Eastern Europe
for 20 years must be considered worthwhile.
References
Brown, d. l., Bandlerov, a., 1998. research Needs for rural development
in central and Eastern Europe, Eastern European Countryside. Vol. 6, pp.
149157.
Brown, d. l., Bandlerov, a., 2000. Conclusion and Recommendations. Brown,
d. l., Bandlerov, a. (eds), Proceedings of Research Conference, Nitra, pp.
199200.
frenkel, i., 2012. Ludno wiejska (Rural population). in: Wilkin, J. and Nurzyska,
i. (eds.), Polska wie 2012. Raport o stanie wsi (he Polish Countryside. A Report
on the State of the Countryside), Warsaw: scholar, pp. 1564.
Giordano, c. 2012. Przekamana transformacja (A false transformation). in: Kaleta,
a. (ed.) Cztery dekady socjologii na Uniwersytecie Mikoaja Kopernika (Four
decades of sociology at Nicolaus Copernicus University), Toru: Wydawnictwo
Naukowe UMK, pp. 199217.
GUS, Rocznik Statystyczny 1995 (he statistical Yearbook), Warsaw.
GUS, Rocznik Statystyczny 2001 (he statistical Yearbook), Warsaw.
Jarosz, M., 1997. Samobjstwa (Suicides), Warsaw: PWN.
Kaleta, a., 1997. rural sociology on the Eve of the XXi century, Eastern European
Countryside, Vol. 5, pp. 517.
Kolasa-Nowak, a., 2010. Zmiana systemowa w Polsce w interpretacjach socjologicznych (he change of system in Poland in sociological interpretations), lublin:
Wydawnictwo UMcs.
Wallerstein, i., 2003. Emerging Issues in the 21st Century World-system, Westportlondon: Praeger
Weber, B., 2002. introduction to the 10th anniversary of Eastern European
countryside, Eastern European Countryside. Vol. 10, pp. 59.
World Commission on Environment and Development, Our Common Future, 1987.
oxford: oxford University Press.
9
he complex nature of the course and results of the system transformation in the
countries of central and Eastern Europe is thoroughly discussed by christian Giordano,
who has been a member of the editorial team of EEC for 20 years [Giordano 2012: 199217].
doi: 10.2478/eec-2013-0003
19 2013
Krystyna Szafraniec
Abstract
in social consciousness a view is embedded that our rural and agrarian areas
are our weakness which limits our development potential and social change.
Whatever the reasons (mostly historical) for this view, the divide into rural and
urban areas, Poland a and Poland B, is frequently referred to and just as frequently
exaggerated, supporting thus various stereotypes and prejudices.1 do they also
concern the young generation?
rural areas in Poland are subject to dynamic transformation. he image of
rural areas and its reception across society is changing positively. he favourable
balance between migration and a growing interest among young people in the
countryside as a future place of residence can be used as an example. However,
this does not mean that the problem of rural areas and regional diferences in
Poland has been resolved. Neither do the changes happen as rapidly as could have
been expected, nor do they happen in parallel in terms of geography and social
structure. Not all of them are positive. he large number of small farms (although
land concentration was expected in agriculture) is disturbing. he succession to
economically weak farmsteads (which shows that in the face of no employment
and non-agricultural life prospects an economically non-viable farm seems from
an individual perspective the best possible solution). his phenomenon gives rise
1
see: szafraniec K., 2004. Polish peasants in the process of system changes. he
socio-historical analysis. Polish Sociological Review. Vol. 4 (147) .
30
Krystyna Szafraniec
to many questions. Here, we only want to discuss the questions concerning the
young generation whether their aspirations and life goals, educational decisions,
places of residence can be conducive to change (inside and outside rural areas)
or rather impede them?
7.9
private entrepreneurs
2.3
7.1
15.5
21.6
retired people
15.3
7.2
30.9
3.2
7.0
4.4
5.9
9.2
21.7
31
9.3
8.1
0.3
source: Based on the survey diagnoza spoeczna 2009 [social diagnosis 2009],
Halamska, M., 2011. Spoeczna kondycja polskiej wsi [Social condition in Polish rural
areas]. in: Nurzyska i., drygas, M. (eds.), Rozwj obszarw wiejskich w Polsce diagnozy, strategie i koncepcje polityki [Development of rural areas in Poland diagnoses,
strategies and policy concepts], institute of rural and agricultural development of the
Polish academy of sciences (irWir PaN), Warsaw.
source: own study based on the statistics of the labour force survey (BaEl) and
agricultural social insurance fund (KrUs).
32
Krystyna Szafraniec
source: own study based on the statistics of the labour force survey (BaEl) and
agricultural social insurance fund (KrUs).
1998
2002
2008
lower-secondary/elementary
60.9
44.0
33.6
24.2
29.2
33.6
secondary education
13.1
22.4
25.3
Higher education
1.8
4.3
7.5
100%
100%
100%
Total education
source: central statistical oice (GUs).
33
3
strzemiska, a., Winicka, M., 2011. Modzie na wsi. Raport z badania [rural young
people. survey report}, Pracownia Bada i innowacji stocznia, Warsaw, p. 24.
4
he greatest dynamics can be observed among families of farmers see Sytuacja
gospodarstw domowych w 2010 w wietle wynikw badania budetw gospodarstw domowych
[Households in 2010 in view of the household budget survey results]. Warsaw: central
statistical oice (GUs) , 25 May 2011, p. 21 et seq.
5
see the analyses in section 1 of this report.
34
Krystyna Szafraniec
source: Sytuacja gospodarstw domowych w 2010 w wietle wynikw badania budetw gospodarstw domowych [Households in 2010 in view of the household budget
survey results], 2010. Warsaw: central statistical oice (GUs), 25 May 2011, p. 12.
at the same time there are polarisation processes in rural areas. families
which belong to local elites (white-collar workers with higher education,
estate agents, rich farmers) have the best conditions. families of blue-collar
workers and non-salaried people have the least favourable conditions. he
former invest in the development and education of their children by sending
them to good schools and universities, and thus enable their advancement.
he latter are most oten weak-willed, their children have short and basic
education, following life roles observed in the closest environment.
he diferences between regions do not disappear. it is on the one
hand a division into eastern and western Poland, on the other, into
peripheral regions, where traditional agriculture prevails, and those located
6
he average metric area of an urban lat is 63.4 m2, a rural lat 93.9 m2, in the case
of farmers 116 m2 see Sytuacja gospodarstw domowych ... [Households...], p. 12.
35
Mental Characteristics:
is the Polish Countryside Pessimistic and Helpless?
in addition to objective factors determining the conditions of socialisation
and development processes in rural areas subjective factors related to
mentality, social awareness and group views are equally important.
7
Wasielewski, K., (ed.), 2009. Tworzenie partnerstw lokalnych i ich sieci na obszarach
wiejskich. Dowiadczenia z funkcjonowania programu LEADER w Polsce w latach 20042009 [creating local partnerships and their networks in rural areas. Experience from
the lEadEr programme in Poland (20042009)]. Bydgoszcz: University of Economy
(WsG).
8
see Board of strategic advisors to the Prime Minister of Poland (Zds PrM), 2011,
Polska 2030. Trzecia fala nowoczesnoci. dugookresowa strategia rozwoju Kraju (wersja
robocza) [Poland 2030. hird wave of modernity. National long-term development
strategy (drat)], chancellery of the Prime Minister (KPrM), Warsaw 2011, and Krajowa
Strategia Rozwoju Regionalnego [National regional development strategy], 2010. Warsaw:
Ministry of regional development (Mrr).
36
Krystyna Szafraniec
siciski, a. (ed.), 1978. Styl ycia przemiany we wspczesnej Polsce (Life style
changes in Modern Poland), Warsaw: PWN.
10
seligman, M., 1993. Optymizmu mona si nauczy (optimism can be learnt)
Pozna: Wydawnictwo Media rodzina of Pozna.
37
11
38
Krystyna Szafraniec
20,9
43,9
70%
35,2
60%
optimism
50%
optimism/pessimism
40%
30%
pessimism
44,4
43,9
20%
10%
11,7
0%
declared
attribution style
3,8
17,5
2,1
15,1
80%
70%
60%
optimist
34,2
44,1
50%
optimist/pessimist
40%
30%
moderate optimist
moderate pessimist
21,6
22,6
pessimist
20%
10%
22,9
16,1
0%
rural areas
urban areas
39
40
Krystyna Szafraniec
15,5
21,2
80%
70%
41,2
30,0
60%
optimistic style of
attribution
39,0
50%
33,3
40%
30%
pessimistic style of
attribution
54,7
20%
optimistic/pessimistic
39,8
25,5
10%
0%
lower than
secondary
secondary
higher
41
achieved to give their lives a new quality). Pessimists more oten apply the
shelter strategy (upholding and defending the status quo).
Figure 7. he life strategy according to optimistic or pessimistic style of attribution
(young rural inhabitants, N=435)
100%
90%
1,9
11,7
4,7
26,3
80%
70%
31,4
optimist
60%
moderate optimist
35,1
50%
40%
optimist/pessimist
26,5
moderate pessimist
30%
17,0
pessimist
20%
10%
28,4
17,0
0%
shelter' strategy
expansive strategy
42
Krystyna Szafraniec
lifestyles. 40% of rural (and nearly 60% of urban) young people aspire to
high social status. Young people are not at all interested in the prospect of
being farmers 0.1% of young people14 declared their readiness to work as
farmers in 1998, while 0.2% (a few persons against a population of several
thousand) ten years later. 30% of rural (and 50% of urban) young people
aspire to a high income (starting salary of PlN 3500). rural young people
slightly more frequently come to terms with rank and ile job positions.
Twice as oten they accept the principle of living modestly (36% compared
to 18% in cities). Nevertheless their idea about a successful life little deviates
from the ideas held by (demanding) urban young people they focus on
ailiation values, interesting jobs, good social status, and a colourful life
of luxury15 (ig. 8).
Figure 8. important matters for 19-year-old rural and urban young people
source: own study Porzucona generacja cieki edukacyjne i wchodzenie w doroso [abandoned generation educational paths and reaching adulthood], 2007.
43
source: own study Porzucona generacja cieki edukacyjne i wchodzenie w doroso [abandoned generation educational paths and reaching adulthood], 2007.
hey are more traditional as regards marriage and the family. hey
are not only more in favour of marriage as the most suitable way of being
together but also less frequently get divorced. Nevertheless the divorce rate
in the countryside has been on the rise for many years and is relatively
more frequent among young people (ig. 10).
44
Krystyna Szafraniec
Figure 10. divorces among 1000 existing marriages in towns and in the countryside
2009
2008
2005
urban areas
2000
rural areas
1990
1980
0
10
15
source: own study on the basis of: Rocznik Demograiczny 2010, (demographic
annual 2010), 2010. Warsaw: GUs, p. 179.
Figure 11. he fertility rate of women in Poland in the years 19502008
source: Jwiak, J., Kotowska, i. and E. Matysiak, 2010. Czy liczba dzieci w Polsce
musi spada? (Does the number of children in Poland have to fall?). Warszawa: GUs.
45
time cases of cohabitation and extramarital births in the rural milieu are
becoming more clearly naturalised.17 While childlessness is not socially
acceptable in the countryside (by young people too)18 the procreation
patterns are clearly undergoing change. as a result the fertility rate as
in the whole of Poland is also falling (ig. 11).
he most surprising changes are taking place in relation to religion
and in the area of catholic morality. While the declared faith of rural
inhabitants and the level of religious practice have hardly changed over
the past twenty years, among young people changes in this regard are quite
signiicant. since 1992 the percentage of people aged from 18 to 24 who
practise regularly has fallen 21 points (from 86% to 65%) and the number
of those going to church occasionally has risen almost threefold (from
11% to 31%). However, when compared with all the people researched
between the ages of 18 and 24, the rural youth still show a relatively high
attachment to religious practice.19although rural youth are still mostly in
favour of catholic morality, the speciicity is a quesiton of minor diferences.
in 19892005 the average rate of answers approving ive catholic norms of
marital and family morality (answers unacceptable/forbidden) dropped
from 38.0% to 28.7% among the youth.20 deviations from traditional
sexual morality are so signiicant Janusz Mariaski comments the results
of research, that it can be described as a moral revolution. he moral
awareness of young catholics in relation to marriage and the family is
undergoing processes of pluralism and relativism. rigorism as regards
sexuality is clearly dropping. Many young Poles are feeling more as the
creators than the addressees of moral norms. in daily life many compromises
are reached as regards marital and family morality and hence the picture of
moral stances is neither explicit nor harmonious. in a moral evaluation of
17
46
Krystyna Szafraniec
47
48
Krystyna Szafraniec
once again, the data may suggest better adaptation skills of the younger
generations of rural youth and convergence of their proile with that of
their urban peers. he above does not exclude some diferences between
them. such an assumption would be easy to refute. diferences do exist but
they result not only from the fact that one lives either in an urban or rural
area, but rather from the fact that one grows up in micro worlds shaped
by a speciic family background (parents social position, their inancial
status and the ways they think about the future of their children). Today
the above are the main determinants of rural youths life opportunities.
he area we live in takes second place, although it is crucial for quality
of the educational ofer available in rural and urban areas and poorer
educational opportunities of rural youth still being decreased by a high
low-status factor.
49
not common in rural areas. While in cities most 34 year olds attend
pre-school establishments, in rural areas most of them stay at home
(fig. 16). rural children are raised in a familiar environment, far away
from strangers, however they do not have stimulation providing them
with new social relations, new types of experience or a diferent type
of sensitivity. furthermore, children attending pre-school institutions,
contrary to urban children, mostly attend kindergarten units near schools,
not kindergartens (ig. 17).
he regional diferences are substantial the greatest percentage of
children attending kindergartens can be found in the western provinces
(opolskie, lskie and Wielkopolskie), the smallest in central and eastern
Poland as these regions are to a greater extent agricultural areas, and as
a consequence have a lower level of professional activity among women. as
a result, there are no institutional services of child care (because women
do not work either way), and in this context they are secondarily related
to the traditional roles, which reinforces diferences between regions.
Figure 16. Percentage of urban and rural children attending pre-school
establishments
50
Krystyna Szafraniec
7000
6000
5609
kindergardens
5000
4000
2832
3000
pre-school education
units
2073
2000
1000
650
169
0
Urban areas
Rural areas
23
51
dwelling place
2003
2009
countryside
small
town
big city
countryside
small
town
big city
vocational
15.3
3.2
9.5
13.0
3.7
8.8
technical
secondary
35.2
31.2
26.9
38.9
33.0
30.3
general
secondary
49.5
65.6
63.6
48.1
63.3
60.8
Total
100.0
100.0
100.0
100.0
100.0
100.0
source: domalewski, J., 2010. spoeczne, rodowiskowe i edukacyjne uwarunkowania drg szkolnych modziey dynamika zmian (social, environmental and educational conditions of young peoples school paths the dynamic of change). Warsaw:
irWir PaN, seminar 5 february 2010.
domalewski, J., 2006. szkoa wiejska katalizator czy inhibitor zmian systemowych?
[rural school a catalytic agent or inhibitor of system-wide changes?], doctoral thesis,
Toru: institute of sociology at Nicolaus copernicus University (is UMK).
25
domalewski, J., 2011. Wymiary i uwarunkowania zrnicowania szkolnictwa
ponadgimnazjalnego [he context and conditions underlying the diferences in uppersecondary schools]. in: domalewski, J., Wasielewski, K. (eds.), 2011. Zmiany w edukacji
szkoa i jej spoeczne otoczenie [Changes in education school and its social environment],
Toru: Wydawnictwo adam Marszaek.
52
Krystyna Szafraniec
26
53
in 2007 there were 59.1% unemployed people aged 34, in 2009 63.7%; in cities
51.3% and 52% respectively.
28
Young residents in rural areas are the largest group of emigrants: 43.6% permanent
emigrants and 85.6% temporary emigrants.
54
Krystyna Szafraniec
centres are too competitive and expensive for a start into an independent
life. he decision to live in the countryside is still considered an emergency
option, it guarantees safer survival for those who are not suiciently ready
to compete for a social position in a city.
he agricultural sector although not entirely unattractive for young
people shows astonishing survival ability. he reasons for that include
on the one hand positive changes in agriculture and management,
while on the other, the absorptive power of non-agricultural labour
markets which narrow down the possibilities of rural young people. he
processes of generational exchange accelerate the internal polarisation of
rural areas which will contribute both to a greater emergence of modern
agriculture and rural entrepreneurship, and expansion (especially in some
regions where the modernisation processes are poorly advanced) of
poverty margins serviced by social transfers. he reduced opportunities
of economic migration to EU countries, afected in some respects with
a much more serious downturn in the economy than Poland, can intensify
social problems in rural areas. he inertness in reviving labour markets
in agricultural regions will deepen the existing diferences between the
centre and the peripheral areas. herefore, it is so important to develop
management strategies for large investments which will prevent the
establishment and extension of diferences between regions equally
important as the investments in the development of digital network and
infrastructure in rural areas which could not only change the occupational
prospects of the young generation, but also reduce the mental, social and
civic exclusion thanks to the availability of such areas where most urban
young people live.
References
cikowicz, B., 2009. Wyuczona bezradno modziey [Learned helplessness of
youth]. Bydgoszcz:Wydawnictwo Naukowe UKW.
domalewski, J., 2010. spoeczne, rodowiskowe i edukacyjne uwarunkowania
drg szkolnych modziey dynamika zmian [social, environmental and
educational conditions of school paths of youth], Warsaw: irWir PaN,
seminar 5 february 2010.
domalewski, J., 2011. Wymiary i uwarunkowania zrnicowania szkolnictwa
ponadgimnazjalnego [he context and conditions underlying the diferences in
55
56
Krystyna Szafraniec
doi: 10.2478/eec-2013-0004
19 2013
Abstract
his paper tries to identify the main factors inluencing the decisions related to
occupational choices of rural youth from cluj county, romania, thus contributing
to a better understanding of the problems and opportunities of romanian rural
communities. in order to achieve this, the results of two surveys are compared: the
irst one was carried out in 2007 and the second in 2011. he two surveys adopted
the same methodology, thus allowing us to test the stability of the outcomes over
a period of four years and highlight the main changes occurring in that period.
in 2011 information was collected also regarding the current situation of young
people belonging to the irst generation, thus the cross-sectional analysis has been
completed with a longitudinal analysis. results show that the educational choices
of rural youth from cluj county were not essentially modiied in the period
20072011, but there is a growing uncertainty regarding their future profession.
Most of them want to work in the services sector, the preference for agriculture
remaining low and there is a clear and persistent gender division among chosen
professions. he main factors identiied as having an inluence on continuing
education are: gender (more girls opting for continuing education than boys),
school results and parents attitude towards education. Based on the conclusions
of the analysis, some policy implications are also discussed.
58
Introduction
several studies demonstrate that people with a low level of education face
more diiculties in inding a job and when employed, earn less (Berryman
et al. 2007; fazakas and Kzdi 2007; fekete and Velkey 2002; Kertesi
and Varga 2005; kes 2007). hose who completed tertiary education
in romania earn on average 55% higher salaries than those who only
completed basic education (World Bank 2008). low education level had
also been identiied as a factor limiting the capacity to develop and run
a business (Jakimovski 2010). Jsz (2010: 169) found a clear causal link
between a disadvantaged situation and a low level of schooling and
Jakimovski (2010: 148) concluded that education is one of the crucial
dimensions in social stratiication. a World Bank report on romanian
labour market vulnerabilities (World Bank 2008) pointed out that schooling
increases the likelihood of an individuals being employed in the services
sector and decreases the likelihood of being employed in agriculture. he
services sector requires well educated employees (olh 2010).
in all oEcd countries, the most important disadvantages faced by
youth let behind are the lack of a recognized qualiication or diploma,
the immigrant/minority background and living in disadvantaged/rural/
remote neighbourhoods (oEcd 2009). hus, rural young people with low
or no education face cumulated disadvantages.
statistical data in romania, as well as in other parts of the world, reveal
that people living in rural areas are less educated than people living in urban
areas (Kerekes and Vincze 2009). he low level of human and social capital
represents a challenge for the future of rural areas (Katonn Kovcs 2010:
33). furthermore, low aspirations of the children can lead to a low skills
equilibrium where employers do not relocate to an area because of lack
of skills, and young people do not seek to acquire skills owing to lack of
skilled job opportunities (fieldsend 2011: 149).
recognizing the importance of education for rural young people, this
paper presents the empirical results of ield research carried out in cluj
county. he main research questions addressed by this paper are:
What are the choices of rural young people regarding continuing
education, future profession and place of work?
59
What are the main factors inluencing the choice for continuing
education?
according to the provisional data of the 2011 Population census1,
romania has a total population of 19,043,000 persons, 52.8% living in
municipalities and towns (forming the urban area) and 47.2% in communes
(administrative units composed of villages, forming the rural area). Towns
and communes are grouped into counties (NUTs3 level regions). cluj
county, where the ield research was carried out, is more urbanized as the
country average, 65.9% out of its total population of 434,400 live in the
urban and 34.1% in the rural area.
1.2%
2.0%
0.8%
1.6%
No school
and no
response
1992
2002
Urban
29.8%
18.9%
34.1%
18.2%
rural
11.4%
14.3%
15.7%
19.6%
Primary
education
3.6%
5.0%
Secondary
education
Post-high
school
education
9.5%
13.1%
Vocational
education
Tertiary
education
1992
2002
High
school
education
Romania
Table 1. he educational level of labour resources from romania in 1992 and 2002,
by urban and rural area
29.3%
23.4%
7.6%
4.9%
1.3%
1.3%
41.6%
39.7%
25.6%
5.1%
17.1%
4.3%
data from previous censuses (from 1992 and 2002) provide an insight
on the educational level of labour resources2. Between 1992 and 2002 the
share of labour resources with higher education, as well as of those who
graduated from high school increased all over the country (table 1). he
reasons are multiple. firstly, the educational level of those who grew older
than 65 between the two censuses was lower than of those who entered the
labour market in the same period. he second reason is that the number
of young people graduating from university had increased in the period
1
available at www.recensamantromania.ro
labour resources are deined as all persons aged 1564 and active persons over
the age of 64.
2
60
19922002, because ater 1990 the number of places at the state universities
increased and also many private universities were established.
despite these improvements, the educational level of the rural labour
force remained very low compared to urban areas. future prospects are not
very optimistic either, because the rate of early school leaving continues to
be high and participation in lifelong learning low (ciuc et al. 2006).
Table 2. he structure of education in romania
Age Year ISCED
6
5
4
>
19
18
Xiii
17
Xii
16
Xi
15
14
iX
13
12
11
10
9
8
7
6
Viii
Vii
Vi
V
iV
ii
ii
i
35
Qualiication
level
5
4
Level of education
University education
Post-secondary non tertiary education
Technical high
school
complementary
arts,
Technical
heoretical
year
sports and
high
high
theological
Vocational
school
school
high school
school (until
2009/2010)
2
1
2
lower secondary education (comprehensive
education)
Kindergarten
source: http://www.edu.ro/index.php/articles/c215/.
61
survey was carried out) there used to be an examination at the end of the 8th
year and only those passing the exam were admitted to high school (which
is a pre-condition for university education). hose who failed the exam
could enrol to vocational schools and obtain (in three years) a qualiication
in a crat. Vocational school graduates, ater further examination, could
transfer to high school. his selection system was changed in school year
2007/2008 and currently more tests are applied during the 7th and 8th
year, instead of the end-of-8th year examination; the results of these tests,
combined with yearly averages achieved, would determine admission to
a chosen high school. from school year 2009/2010, vocational schools were
transformed into technical high schools, but the admission procedures to
high schools were preserved.
62
Total Romania
96%
Cluj County
94%
92%
Villages from
the sample
90%
88%
86%
84%
82%
2006
2007
2008
2009
2010
Total Romania
4,45%
4,28%
Rural Romania
4,34%
3,69%
3,32%
4,02%
3,50%
3,32%
3,34%
3,08%
Villages from the research
sample
2006
2010
63
64
they stayed at boarding school during the week, because they lived too far
away to commute daily.
almost all the pupils (97.1% in 2007 and 97.8% in 2011) reported
a good health condition. in 2007 seven of them sufered from some chronic
disease and three did not answer the question, in 2011 one person reported
a poor health condition and 8 persons did not answer the question. We
can therefore conclude that the health condition of the respondents from
our sample was not an obstacle to continuing education.
65
2011
Total
female
male
Total
no. %
no. % no. % no. %
227 66.96 175 82.55 176 86.27 351 84.38
46
19
27
20
339
13.57 0
0
0
0
0
0
5.60 19 8.96 9 4.41 28 6.73
7.96 5 2.36 8 3.92 13 3.13
5.90 13 6.13 11 5.39 24 5.77
100 212 100 204 100 416 100
66
Type of
school
High
school
Vocational
school
school not
assigned
No school
Total
female
no.
%
2007
male
no. %
Total
No. %
female
no. %
2011
male
no. %
Total
no. %
101 59.41 61 36.09 162 47.79 167 78.77 152 74.51 319 76.68
54
0
15
170
0
0
0
0
0
1 0.47 2 0.98 3 0.72
8.82 27 15.98 42 12.39 44 20.75 50 24.51 94 22.60
100 169 100 339 100 212 100 204 100 416 100
Intention
2007
High
school
(227)
Vocational
school (46)
dont
know (19)
No school
(27)
Admission
result
high school
(145)
vocational
school (70)
no school (12)
high school (6)
vocational
school (29)
no school (11)
high school (9)
vocational
school (9)
no school (1)
vocational
school (19)
no school (8)
Current situation
failed didnt
took
stay
no
the inal the inal show employee
home data
up
exam
exam
72
34
0
0
0
4
0
6
0
3
26
0
0
0
5
5
0
20
2
0
45
5
2
0
0
0
1
2
0
11
4
0
17
5
0
0
0
1
0
2
1
6
0
0
0
2
0
4
7
13
1
67
Intention
2007
Admission
result
Current situation
failed didnt
took
stay
no
the inal the inal show employee
home data
up
exam
exam
0
2
0
0
0
0
0
0
0
0
1
2
7
6
2
from interviews we know that some of the girls are married and have
children. it was not possible to obtain accurate update information about
all the young people in the 2007 sample; those who were admitted to
vocational schools may still be in education, therefore more data need to
be collected ater the 2012 baccalaureate exam.
Factors of Inluence
Background information collected through questionnaires allows the
identiication of factors which inluence the choice of a young person from
the rural area to continue education or not. in this section we will present
those variables which are in statistically signiicant relationship with the
assigned school type and the baccalaureate results variables (the two-sided
asymptotic signiicance of the chi-square statistic is less than 0.05).
it could be seen from the data presented in the previous section that
gender has an inluence: girls aim for more education than boys.
school achievements are also important: a higher share of those with
good results3 in lower secondary school ended up at high school and those
with poor results abandoned education in far greater numbers than the
average (table 6).
Grades in romania are from 1 to 10, where 10 means excellent, 5 is suicient and
grades 1 to 4 mean failure.
68
2011
School results
poor (<6.5)
average (6.58.5)
good (>8.5)
poor (<6.5)
average (6.58.5)
good (>8.5)
High school
1
37
99
11
121
135
Vocational school
7
73
5
0
0
0
No school
5
14
3
7
25
19
over 50% of those with good results in the 8th year succeeded in the
baccalaureate exam and only 6% with average school results achieved the
same.
Table 7. Baccalaureate exam results of the 2007 generation, by school results in the
8th year
School results
Poor (<6.5)
average (6.58.5)
Good (>8.5)
No data
Total
Took
the exam
0
8
63
7
78
Failed the
exam
1
17
18
7
43
Didnt
show up
0
5
2
1
8
No data
Total
12
94
24
80
210
13
124
107
95
339
Because continuing education means extra costs for families from the
rural areas (paying for travel to the city and/or accommodation), parents
approach and inancial welfare of the family have an important inluence
on the decision regarding continuing education (Kapitny et al. 2005).
he local availability of education and training is a key part of successful
economic performance in rural areas (olh and Pakurr, 2011) and it also
increases participation in education. he results of Jakimovski (2010:149)
show that parents educational level has a positive inluence on the childrens
educational prospects and lack of funds is a serious obstacle.
69
2007
2011
2007
2011
Parents education
Mothers education
high school and above
vocational school and 10 years
8 years or less
high school and above
vocational school and 10 years
8 years or less
fathers education
high school and above
vocational school and 10 years
8 years or less
high school and above
vocational school and 10 years
8 years or less
30
50
22
0
0
0
7
10
6
17
27
32
53
56
11
101
129
33
29
47
15
0
0
0
6
10
9
19
37
15
70
Mothers education
High school and above
Vocational school and 10 years
8 years or less
fathers education
High school and above
Vocational school and 10 years
8 years or less
31
29
2
9
23
1
4
3
0
30
22
3
11
17
5
2
5
0
children of parents who have jobs (or used to have jobs and have currently
retired) went to high school in a higher share than of those who are farming
or working in the household (table 10). he same can be noticed in the
case of the baccalaureate exam (table 11).
Table 10. assigned school type by parents occupation, in 2007 and 2011
Year
2007
2011
2007
2011
Parents occupation
Mothers occupation
employee or retired
farming, housekeeping or unemployed
employee or retired
farming, housekeeping or unemployed
fathers occupation
employee or retired
farming, housekeeping or unemployed
employee, entrepreneur or retired
farming, housekeeping or unemployed
62
56
0
0
15
22
36
38
115
36
182
77
76
38
0
0
21
10
43
25
71
Table 11. Baccalaureate exam results of the 2007 generation, by parents occupation
Parents occupation
Mothers occupation
Employee or retired
farming, housekeeping
fathers occupation
High school and above
Vocational school and 10 years
44
31
18
19
5
3
53
20
29
10
7
1
72
2007
female male total
0
3
3
0
43
43
0
18
18
19
3
22
2011
%
female male total
0.88
0
5
5
12.68
1
26
27
5.31
0
7
7
6.49
17
4
21
%
1.20
6.49
1.68
5.05
10
11
3.24
25
28
6.73
0
14
22
1
4
5
13
7
4
19
35
8
1.18
5.60
10.32
2.36
0
15
30
1
1
3
17
28
1
18
47
29
0.24
4.33
11.30
6.97
14
4.13
16
3.85
41
18
59
17.40
56
40
96
23.08
2007
21
197
28
32
17
36
8
2011
37
266
15
41
11
36
10
73
Conclusions
he educational choices of rural youth in cluj county have not been
modiied essentially in the period 20072011. he share of those who
declared to continue education increased by six percentage points, which
supports the view that in an economic slowdown young people are more
likely to stay in education or undertake studies rather than look for work.
his could be seen as a positive development, if follow-up data did not show
a diferent picture: the share of those who did not continue education in
2011 was actually higher than in 2007.
he main factors identiied as having an inluence on continuing
education are: gender (in favour of girls), school results (those with better
results in lower secondary school are more likely to continue education)
and parents attitude towards education.
a growing uncertainty regarding their future profession can be noticed
among rural young people. Most of them want to work in the services
sector and the preference for agriculture is low, showing that EU support
74
measures have not acted as motivators in this respect. here is a clear and
persistent gender division among chosen professions, only a few professions
have been chosen by pupils of both genders (such as waiter, cook, barman
or physician).
What will the future rural workforce be like? according to an optimistic
scenario, young people will complete the education they aim for, establish
homes for themselves, commute to well-paid jobs in a nearby city. hus the
population of rural areas will be maintained and the level of education and
income will increase. according to a more pessimistic scenario, over half of
the young people will move out of the villages ater completing education.
hus in rural areas the level of education will remain low and the process
of aging and impoverishment of rural areas will accelerate. here is also
a third, conservation scenario: more young people will remain at home,
because of the lack of opportunities to continue education; the age structure,
level of education and professional qualiication of the rural population
will not change, subsistence agriculture will be practiced by many families,
underemployment will remain high and living standards low.
he improvement of the rural employment situation in romania relies
on three is (Kerekes 2007):
1. information (education, vocational guidance, career planning,
professional qualiication and re-qualiication, access to data on
available jobs);
2. infrastructure (good roads, transportation and communication
facilities);
3. incentive (good salaries, motivating reward systems, decent work
conditions, positive attitude towards full-time work).
Policy initiatives should encourage teenagers to stay in education past the
age of compulsory schooling in order to boost their skills and improve
their long-term prospects for when the economy recovers. Measures to
encourage longer stay at school have proven efective in ensuring youth
leave education with a minimum skill level (oEcd 2009).
data collected through the questionnaires could be further analysed
to identify other factors of inluence (such as values, attitudes, family size,
importance of agriculture, etc.) and further follow-up information should
be collected about the young people from the sample, to have a full track
of their way through education.
75
References
Berryman, s. E, Gove, a., sapatoru, d. and Tirca, a., 2007. Evaluation of the
World Banks assistance to Basic Education in romania. a country case
study, Washington dc: he World Bank.
ciuc, s., Prciog, s., lincaru, c., Mladen, l. and Militaru, E., 2006. Elemente
deinitorii ale Planului Naional de dezvoltare 20072013 [deining elements
of the National development Plan 20072013], Probleme Economice. Vol.
214217: 164183.
kes, i., 2007. Munkaer-piaci kiltsok [labour market prospects], Statisztikai
Szemle. Vol. 85(4): 304308.
fazakas, K. and Kzdi, K., 2007. he Hungarian Labour Market. Review and Analysis
2007, Budapest: institute of Economics Has & Hungarian Employment
foundation.
fekete, E. and Velkey, G., 2002. A tarts munkanlklisg kezelse vidki trsgekben
[Managing long-term unemployment in rural areas]. Miskolc-Pcs: MTa centre
for regional studies.
fieldsend, a., 2011. rural Europe 2+2+: a conceptual framework for a rural
employment policy, Studies in Agricultural Economics. Vol. 113/2011: 145
151.
Jakimovski, J., 2010. he socio-demographic context of rural Poverty, Eastern
European Countryside. Vol. 16: 131155.
Jsz, K., Poverty and social Exclusion in the rural areas of Hungary, Eastern
European Countryside. Vol. 16: 157174.
Kapitny, Zs., Molnr, Gy. and Virg, i (eds), 2005. Hztartsok a tuds- s
munkapiacon [Households on the knowledge and labour market]. Budapest:
MTa KTi.
Katonn Kovcs, J. 2011 Gondolatok a lEadEr programrl. [houghts about
the lEadEr program], A Falu. Vol. XXVi(34): 2736.
Kerekes, K., 2007. Employment opportunities for people living in rural areas. in:
Kerekes, K. (ed.), 2007. Competitiveness and European Integration. International
Conference. Regional and Rural Economics. cluj-Napoca: alma-Mater.
Kerekes, K. and Vincze, M., 2009. Dilemmas of Rural Development in Europe
and Romania. in: deltuvas, r. (ed.): Proceedings of the Fourth International
Scientiic Conference Rural Development 2009. Kaunas: lithuanian University
of agriculture. Vol. 4 (Book 1): 6873.
76
doi: 10.2478/eec-2013-0005
19 2013
Abstract
he ageing in farm population in slovenia is accompanied by a diminishing
interest of the younger generation in farming. Hence, measures for early retirement
of farmers and assistance to young farmers were introduced in 2004 and 2005.
some results of two ensuing studies are presented here: the survey Generations
and Gender relations on slovenian farms (2007) and ethnographic study on
intergenerational solidarity (2009). he survey indings reveal that through
intergenerational assistance farm population, especially the beneiciaries of both
measures, shows speciic characteristics compared to other observed groups (nonfarmers): stronger reliance on their own family resources and weaker dependence
on state resources. he survey indings are further upgraded by the ethnographic
results, explaining more in-depth from a life-course perspective the complex
dynamics and background of intergenerational assistance on family farms.
Introduction
in the context of agricultural development and global demographic trends,
research focus on intergenerational assistance on family farms seems
more than relevant. on the one hand, recently voiced predictions that
78
79
heoretical Background
he research interest in intergenerational relationships in contemporary farm
families is relatively poor considering the topical context of unfavourable
demographic trends. on the one hand, the reason may lie in the assumption
that the development of the welfare institutions would crowd out the
private support within families at the level of the total population (Kohli
and Knemund 2003). on the other hand, however, some authors pointed
to the biased deeply anchored public image of close and supporting ties
among generations in extended farm families compared to weak family
bonds in urban settings (Hareven 1996, Melberg 2005, Jong et al 2005).
similar relections may have been the main culprit that the First Global
Rural Ageing Conference was held only a decade ago. he rationale of the
conference was, however, the current global demographic evidence, which
showed that ageing worldwide was in fact rural ageing; in the majority of
countries the share of the elderly was higher in rural than in urban areas.
in the introductory essay of the special issue of Ageing and Society, Wenger
(2001) deines aging in rural areas as a distinctive ield of research reviewing
the extant literature on the topic and summarizing the main indings
of various cases worldwide from the conference (scharf 2001, Wenger
and Burholt 2001, shenk 2001, Keeling 2001, Bhat in dhruvarajan 2001,
Keasberry 2001). among other themes the author stresses that in various
parts of the world, urbanization and rural depopulation are associated
with family diaspora: everywhere, young people are leaving rural areas
80
for job opportunities in the cities, leaving their elderly parents at home;
intimacy at a distance is becoming a practice of intergenerational solidarity
almost everywhere in the world and not only in the developed countries;
rural family values in a form of feelings of responsibility to old parents
and the opposite are identiied as stronger in rural areas; family values in
terms of commitment of adult children to caring for their elderly parents
are oten associated with a residence permit on their farm possession.
he relationship between rural landholding and family care in old age as
well as the housing issue of younger and older generations in rural areas
Wenger sees as an important area for further research (ibid.: 542). finally,
the author stresses (ibid.: 544) that intergenerational relationships are
recognised as signiicant in all discussed cases worldwide, and that the
goal of intergenerational responsibility as a reciprocal norm was evident
in all of them (ibid.: 544).
it is worth mentioning a study on the experiences of intergenerational
relationships of fathers and their adult sons in farm households of iowa
(Elder et al 1996). he study shows that mutual support among kin is
not so much correlated with the quality of their emotional ties, as with
expectations kin help out because it is expected (ibid.: 50). Elder et al also
show that the relationships among generations in rural areas should not
be considered either as only supportive or conlicting but as the complex
relations including both dimensions. similarly, some decades old studies
show (e.g. lee and cassidy 1985) that high frequency of contacts and
interactions of members on family farms should be attributed more to
economic factors than to commonly believed familialism.
research carried out in Norway (Melberg 2005) on intergenerational
assistance also emphasises the issue of paid and unpaid care of the farm
population. he author shows that a very small percentage of the farm
population, living in multigenerational families, receives unpaid care
or even requires special care. she attributes this result to the availability
of public sector services in the region. he case shows that in diferent
generations both providers and receivers of unpaid care perceive this
assistance not as a commitment among generations but as their selfevident practice (Melberg 2005: 436). contrary to expectations, the rate
of assistance did not difer between the generations and genders: women
spend more time caring for the performance of elderly parents, but also
men who provide the care, spend a considerable amount of time doing
81
so. However, in the case of childcare and more demanding practical help
to elderly parents members of both genders and generations rely more
on public welfare services. finally, the study shows that in this ield of
intergenerational activities, based on the intertwining work and home on
the farm, ambivalent feelings are presented among ofspring and elderly
parents.
although contemporary farm families are in many aspects similar to
families of other professional groups this short literature review shows
that researchers of rural ageing are increasingly aware that investigating
intergenerational relations in multigenerational farm families is
a challenging and ambitious scientiic undertaking. intergenerational
relationships mirror a signiicant part of the social structure and determine
the economic functioning of the family farm (Gasson et al 1988, Hennon
and Hildenbrand 2005). herefore, such exploration also has considerable
social relevance. he secured successor and his/her relations with the older
generation are of vital importance for the survival and maintenance of
every farm.
he aim of our study was to assess the intergenerational relationships of
farm families who are the beneiciaries of aid for early retirement and young
farmers. More precisely, our research interest was to determine whether
family farms, the beneiciaries of these two forms of aid indeed show
greater development capacities and mutual assistance between generations
compared to the non-beneiciaries.
here were altogether 529 beneiciaries of the setting Up of Young farmers measure
of whom 14% were women and 365 beneiciaries of the Early retirement of farmers
measure of whom 16% were women.
82
with people who live in the countryside, but were not engaged in farming
(the third group: 135) as well as with residents of urban areas (the fourth
group: 275). he respondents of both genders were aged from 18 to 83.
he results of the survey were generated on the basis of bivariate
statistical analysis, applying the chi-square Test. Univariate general linear
model (GlM) was applied when analysing the sources of intergenerational
assistance.
due to the methodological design of the survey, which was limited
to obtain information about family members of the households from
the view of only one household interviewee, these results did not enable
broader conclusions on farm family dynamics as understood by their
respective members. herefore, ensuing anthropological ieldwork was
carried out in 2009 in Pomurje (NE slovenia), the region with favourable
conditions for farming. he semi-structured interviews with adult members
of six multigenerational farm families, the beneiciaries (3) and the nonbeneiciaries (3) of both forms of aid, revolved around topics on farm history
and organisation of work on the farm and at home from a generation and
gender perspective. his presentation refers to their understanding of
living in a multigenerational farm family in order to discuss their mutual
assistance.
Survey Findings
Developmental Capacities of Farms
farm holdings managed by the beneiciaries are larger (23 ha on average)
compared to holdings owned by the non-beneiciaries (15 ha on average).
he irst group of farmers more frequently expresses the desire to continue
farming and to increase the farm capacities (30%) than the non-beneiciaries
(10%). Both groups are livestock-oriented but more so the beneiciaries
(65%) than the non-beneiciaries (32%). he farm households of both
groups mainly (over 50%) obtain their incomes from occasional or
additional agricultural activity which supports the general evidence that
in slovenia, mixed or subsidiary farms prevail.2 Both groups of farms are
2
83
is employed on a mixed farm; nobody is employed on a subsidiary farm; people who are
over 64 live on an aged farm (Udov et al 2006).
84
85
in the analysis, a ive-level likert scale from strongly agree to strongly disagree
was applied.
86
87
88
own feelings to other people (2 = 52,553; sig.= 0,001) and being trusted
by other persons (2 = 53,392; sig.= 0,001).
he assistance of others is the most expected in the rural population
(98.5%) but the least among their urban counterparts (92%). he assistance
from family members and relatives is to the greatest extent expected
from the farm population irrespective of type of subsidy (60%) while
the comparative shares for the urban and rural populations are 42% and
55%. he greatest share of those expecting assistance from non-family
members pertains to the urban population (8%); the comparative shares
for the farm population are 1.7% for the beneiciaries and 0.9% for the
non-beneiciaries.
in the last twelve months, half of the respondents talked about their
feelings and experiences to other people. among them the most trusting
were urban respondents (60%) while the least trusted were the beneiciaries
of both forms of aid (40%). When farmers, the beneiciaries talked to
someone these were mainly their family members while the respondents
from urban settings rely equally on family members and others.
he group of farm beneiciaries were also the least frequently trusted
by others (in 60.5% of cases nobody showed trust towards them). he
diference among them and the other three groups is 20 percentage points.
When someone was trusting towards the farm beneiciaries this was mainly
a close family member while in the urban setting the combination of close
relatives and others prevailed.
results of multivariate analysis (GlM) related to the above mentioned
sources of assistance respondents received or gave in the last twelve months
to other persons show (Table 1) that expectations are the most strongly
predicted by the size of the farm: the larger the farm the lower are the
expectations of its household members to receiving help from others.
Giving assistance to others is predicted by gender: women give more help
to others than men. Mutual trust is also most predicted by gender and size
of farm: women are more trusting while also being more frequently trusted
by others. Yet with farm size this mutual trust decreases. his means that
on larger farms farmers are less trusting towards others while others are
less trusting towards them. considering the variable related to two forms
of aid the results also show that individuals living in the households of the
beneiciaries are less oten addressed by others than individuals living in
the households of the non-beneiciaries.
89
Model
intercept
Gender
age
Education
labour status
able to make both
ends meet
receipt of subsidy
income
farm size
levenes test
r
*** p<0.001
Has someone
from whom
he/she can
expect help
He/she
ofered
assistance
to someone
Talking with
someone
about his/her
feelings
Talking to
others about
his/her
feelings
1.113
631.571***
0.033
0.112
0.953
0.757
1.150
3.760*
3.906*
0.847
1.500
1.163
2.544***
59.270***
6.648**
1.211
2.587*
2.095*
2.577***
67.667***
5.688**
0.505
0.817
1.048
1.655
0.001
1.180
3.480*
0.805
0.085
1.101
0.989
0.718
0.057
0.886
0.088
0.591
0.254
1.896*
4.879**
1.641
0.175
1.929
2.636*
2.851*
3.942**
1.314
0.117
** p<0.010
* p<0.050
Fieldwork
he ensuing ieldwork was carried out in three counties close to (each
within 10 kilometres) the municipality Murska sobota in Pomurje region.5
5
90
91
92
93
for instance, the older couple from case 2 expects to stay at home in their
old age. he older operator (Er) referred to the contract where it was
clearly deined that a retired person stayed in a house (or apartment) and
the young transferee had to take care of him either at home or had to pay
for his nursing. His wife added that they had already arranged the house
properly: lower rooms, without stairs, were set up for the older people.
Grandchildren are as a rule seen more as entertainment than obligation:
I cannot describe the joy when children arrive home from school and a baby
smiles from his chair. But you have to be more careful with a tractor because
kids play everywhere in the yard (male i, 49, case 5).
94
the only member with a driving licence she regularly drove the parents
and grandparents-in-law to the doctor. When her parents-in-law became
seriously ill, she automatically provided nursing.
he younger generation sees the advantages of living together primarily
in better organised work; each member of the family has only some tasks
and not all of the work. he individual is disburdened and expenses per
individual are usually lower in such a community. secured help for children
is the advantage in almost all the cases. a candidate for sYf (case 3) even
believes that taking care of children by grandparents and the opposite is
a privilege of living together. He and his older sister were looked ater by
their grandfather. his was his main task as an old member of a family who
with one arm only could no longer assist in the ields. Today, the care for
his children by his parents is indispensable since the kindergarten is closed
at weekends, and that is when there is most work on the tourist farm.
he only female operator (case 6) admits that her children attended
kindergarten for only one year because there was always somebody at
home. Even her disabled grandmother, who was conined to a wheelchair
for six years, took care of them. Her children did their homework on her
bed and she supervised them. he children were also very attached to their
great-grandmother.
considering secured care for the children by grandparents, however,
some also defend clear boundaries between the generations. he older
son-in-law (case 4) is not even convinced that intergenerational solidarity
is as a rule a good thing:
Maybe it is good if possible, but as such it is not automatically good. You cannot
just transfer responsibility to someone; for instance, providing care for your
children to your parents. his efort is their good will and not an obligation. If
conlict appears, that is for sure because of kids. Grandparents are inclined to
indulgence because they feel pity for kids. But you know that this is not good
for their future life.
95
When Father was young there was another way of cultivating the land than
there is today. Older people hardly understand what is possible to do with new
machinery. hey are obsessed with the idea that we should work in the same
way as they worked in the past (female i, 42, case 1).
Particularly younger in-laws mentioned a hard entry into such a wellconnected multigenerational family. at the beginning, a partner of sfY
(case 1) had some diiculties with her partners older sister. Her partner
and his older sister worked together on both farms daily, so the sister was to
chain her brother on her. Bad relationships between the brothers partner
and his older sister resulted in worse relations with other family members,
too. in the course of time, however, they all adapted to each other and now
they get along without any problems.
a son-in-law of the older operator (case 4) had a similar experience
when he married into the best farm in the village. He is still convinced
that his parents-in-law do not respect him enough, do not trust him.
herefore, he believes that the young and the old cannot live together: the
old people follow only themselves and do not listen to young ones as they
do not know anything. His wife even prefers a separate life, maintaining
contacts with her parents from a distance. she believes that conlicts emerge
when two generations do not listen to each other. Her father, for instance,
stubbornly sticks to a certain way of work in the ield with the argument,
if ive worked in such a way up to now, i will continue. she frequently
argues with her mother, who is irresistibly convinced that meat must be
part of the daily menu, and fat must be a part of the meat. Moreover, when
common work begins in autumn, everybody is so nervous that she packs
and leaves the house.
in many cases, a separate house in a yard is a sign of a need for more
intimacy of the younger generation, which does not deny the same need of
an older member of a family. he operators mother (female i, 73, case 5)
explains that she preferred to live with her partner in the town simply
because she did not want to remain a pig-maid at home:
I knew that the grandchildren would marry and that I remained alone although
they asked me to stay. Ive known my partner for a long time and I preferred to
live with him. At home we lived a good life. We did not argue. But here, here
was simply better (female i, 73, case 5).
96
he home for the elderly no longer represents shame in the village. all
the collocutors admit that this attitude is changing. However, it is a solution
only for those who can inancially aford it. in general, farm pensions in
slovenia are too low (app. 400 EUr) for full coverage of expenses of such
maintenance. Particularly in the case of long-term care the expenses are
twice or three times higher. Yet the majority of collocutors agree that
nowadays, when people are also employed of the farm, in case of long-term
illness or disability the institutional home is a necessary solution. Working
on the farm and as a self-employed person, for instance, the operators wife
(case 4) could not provide demanding care for her mother who sufered
from dementia. he only reasonable solution was institutional care. at irst,
she condemned herself and her co-villagers condemned her too. But later
on she realised that her decision was the right one. following the example
of her grandmother, the operators wifes older daughter speaks in favour
of institutional care while her husband disagrees with her, being convinced
that domestic care is the best solution for elderly people. He would also
prefer this option if possible.
considering ageing at home as a preferred option in at least one
generation of all the cases and in all generations in three cases (1, 2, 6),
there are no diferences observed between two types of farms. he majority
of the younger generation believe that their parents and in-laws deserve to
die at home. such is the case of the older daughter of the older operator
(case 1) who lived with her father-in-law until his death. she alone took
care of him, sometimes assisted by her children and mother:
97
she also expects her children to take care of her when she grows old. she
sincerely hopes that they will not allow a home for the elderly to become
her resort. such an institution is a good alternative only in the case of
prolonged illness or for elderly people who are alone.
Yet irrespective of generation, the care for the elderly remains and
is expected to be the main ield of womens work. strictly speaking,
a transferee or the one who stays on the farm is expected to take care of
his or her parents. But in practice, this is a womans concern. surprisingly,
regardless of the male opinion in general, even the younger generation of
women is convinced that this is their ield of obligation:
his work is diicult for a man. In our family this was always taken for granted
as being womens work. My great grandmother was at home because there
was always somebody at home. Grandmother was physically capable of
looking ater my great grandmother. My mother and I were at her disposal, too
(female i, 27, case 1).
finally, some collocutors stress that caring for the elderly or disabled
members bonds them all as a family. illustrative is the case 6: the operator
(44) and her mother took care of her grandmother who had one leg and
was conined to a wheelchair. it never occurred to them to send her to
an institution. Her grandmother was not lonely at home and loved to
participate in the kitchen. sometimes she simply cleared the things from
the table and carried them to the cupboards, and she washed the dishes
until they bought a dishwasher. he parents of the operator did not even
send her older sister, who had mental and physical troubles, to a home for
the disabled. she stayed at home until she died. Her mother (69) would
never put anybody in an institution, especially a disabled child or an elderly
person. she is convinced that these people and the care for them bonded
them as a family. hey always kept together and got along. herefore, the
98
Conclusion
he results of the survey Generations and Gender relations on slovenian
farms clearly show that the measures of Early retirement of farmers
and setting Up of Young farmers encouraged family farms with better
developmental capacities in terms of economic characteristics of farms and
a number of household members. However, the survey indings did not
conirm an initial assumption that the beneiciary farm households difered
from the non-beneiciary farm households as to the attitudes towards
intergenerational assistance. Both groups of farm households expressed
similar views on who should take care of the elderly and dependent family
members. in comparison with rural and urban populations, farmers show
greater expectations towards a family as a primary provider of care for the
elderly and children. considering inancial support for the elderly and
adult children, the survey results show no signiicant diferences among
the observed groups. all respondents agreed that society is responsible for
providing this type of support. When practical intergenerational assistance
was taken into account, however, results show that a family is a major
source of various types of assistance in farm households of the beneiciaries
compared to other observed groups. a general inding of the survey may
be shortly summarised in the following way: he beneiciaries, particularly
young farmers, are willing to continue farming, live on bigger farms and
have higher education and fertility compared to the non-beneiciaries and
two other observed groups (urban and rural people). hey also expressed
greater concern in care giving for the older generation. However, the young
farmers as the most likely carriers of agricultural development in slovenia
do not participate in wider social networks; their social networks are still
limited to their closer siblings.
contrary to the survey result, the ieldwork material shows that the
operators who are the beneiciaries of both forms of aid do not difer from
the non-beneiciary operators in terms of education. in the beneiciary
group, all three levels of achieved education are represented from elementary
school to a university degree. Education matters only related to generations:
99
100
ater all, the presented results may be conducive to a rare but increasing
number of case studies worldwide on intergenerational bonds in a farm
context, explaining more in-depth complex dynamics and background of
intergenerational assistance. Quite a general observation from the literature
that family values in a form of feeling of responsibility to old parents and
the opposite prevail in farm setting is explained within a particular context.
comparing expectations on the issue with its practices provide conclusion
on prevailing familialism or close kin ties on farms as too simplistic an
observation. secured successor and in-time transfer of the farm from
older to younger operator certainly contribute to farming continuity. Yet
intergenerational assistance on farms in slovenia seems more a practice
conditioned by the interrelated work on a farm, where any help contributes
to a common endeavour or business on the farm. Poor availability of
public services in farm settings and generally low pensions of farmers to
aford them does not hinder noticeable increasing beliefs among the farm
population that institutional care for children, the elderly and disabled
may be an alternative to home care. But this alternative is acceptable only
if the farm as a business cannot function properly due to time spent for
any type of caring.
despite some diagnostic common contours or similarities in attitudes on
intergenerational assistance in farm population extracted from the surveys
results, the ield material added some deeper insights of understanding the
assistance between generations showing the importance of various family
contexts in a life-course perspective. it is hoped that various approaches
and methods combined contribute to a more comprehensive picture on
the issue of intergenerational relationships in farm population that could
be more systematically included in the research agenda worldwide.
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doi: 10.2478/eec-2013-0006
19 2013
Abstract
he purpose of this paper is to identify the main problems related to the sustainable
development of rural communities, as well as the possible solutions to overcome
them. his paper uses an analytical and synthetic approach, method of comparison
and analogy, and descriptive analysis. he starting point of the research is actually
a brief overview of the current situation in rural serbia, while the central part of
the paper presents an analysis concerning the development of the rural economy
in the representative villages of Grabovica and ribare in the republic of serbia.
research results are given in the form of speciic guidelines for a new approach
to local rural development and strengthening the role and responsibilities of local
government in the development process. he main conclusion that follows from
the results of the research is that continued and constant work is needed in order
to empower local communities to take responsibility for their own development,
as well as to support local initiatives to this end.
Introduction
he approach issues and dilemmas on how to facilitate the development of
rural areas, as well as how it should be dealt with both from the theoretical
106
and practical aspects are numerous. here are many diferent theories and
models of rural development, as well as numerous development strategies,
which systematize the individual scientiic and practical approaches to rural
development with a view to particular regional circumstances and available
resources. in this regard, the prevailing opinion is that the problems of rural
areas can be solved by applying an integrated approach. his approach makes
it possible that the problems of rural areas are addressed in a sustainable
and multisectoral manner, through the consideration of the environmental,
economic, social, cultural and physical aspects in order to ensure the
long-term prosperity of rural communities. identiication, assessment and
reliance on the local development potential and community members are
justiied by the heterogeneity of the area and the inluence of the multiple
socio-economic changes, which link rural development to the process
of globalization and integration into contemporary trends. a modern
approach to rural development is based on the bottom-up initiatives that
come from the local community and which are focused on strengthening
the capacities of local stakeholders and collaboration with the public sector.
he more developed rural area, the larger dependence of the success of the
rural community on the local initiative. his dependence is even greater
than dependence from the top-down initiative in cases where the central
or regional authorities set development priorities in accordance within
the local sustainable development strategy. he majority of rural areas in
serbia have adequate conditions for the successful implementation of the
concept of integrated rural development; however, sectoral imbalances,
lack of institutional infrastructure and entrepreneurial culture, have pushed
many rural communities in serbia into the background, as well as caused
poverty and led to their social exclusion. Hence, by considering the position
of EU in this respect, the integral rural development policy of serbia has
a wider scope to fulill in the years to come: to contribute to economic
growth and employment opportunities; improve the quality of life in
rural areas, the entrepreneurship and knowledge; reduce environmental
degradation. as there are no speciic studies on the participation of the
rural population, which are directly related to the resolving of speciic
problems of heterogeneous rural communities in serbia, the intention of
the authors is to point to the signiicant role of local actors in rural vitality
and social inclusion by analyzing two representative villages belonging to
the Moravica and Pomoravlje districts.
107
108
109
110
Research Methodology
he subject of this research are local initiatives aimed at revitalizing
Grabovica and ribare villages in serbia, which in terms of socio-economic
development belong to diferent types of rural regions and relect the reality
of development gap and underdevelopment.
111
Research Results
Grabovica village belongs to the underdeveloped rural areas of the Moravica
district and the residents of this village struggle through harsh living
conditions. hey are faced with numerous problems including unfavourable
geographic location, poor and undeveloped economic, inancial, social,
cultural, educational and healthcare infrastructure, which should actually
provide them with necessary services. he villagers of Grabovica are trying
to break the vicious circle of underdevelopment by themselves, since
they are aware of the fact that nobody else would do this on their behalf.
he picture of the rural milieu is similar to the other hilly/mountainous
villages in serbia.
Village of ribare, lowland village, which belongs to the Pomoravlje
district, is considered as the developed rural area compared to other
parts of central serbia. his rural settlement has signiicant human
112
State of
agriculture
RIBARE
total area of the village is
about 1200 hectares
lowland village
number of inhabitants: 3701
number of households: 1042
ethnic structure: 99.3% are
serbs (other ethnic groups
are Montenegrins, croatians
and Macedonians)
12.8% of working population
are employed in agriculture
while 43.8% are employed in
processing industry
average age of population:
38.6 years of age
diversiied economic
structure, sMEs (small and
medium enterprises)
new rural businesses and
services
high productivity level
average size of farms 3 ha
suicient farming
equipment, etc.
113
Rural
underdeveloped, poor
infrastructure
(physical, economic and
social)
2. DEVELOPMENT POTENTIAL
Human capital low level of local potential
and education
RIBARE
114
RIBARE
mobilization of local
development of local
resources
service providers and
strategies for recovery and
private-public partnerships,
reconstruction
by implementing
lifelong learning
complementary strategy
better funding and inancial lifelong learning
support
better funding and inancial
support
source: own research, 2012.
115
from 1467. only later, in 1718, the austro-Hungarian census mentions the
village of Grabovica (Municipal Assembly of Gornji Milanovac, 2011).
ribare is a village characterized by a compact settlement of houses,
situated in a plain, on the let bank of the Morava river. it is also the largest
village of the municipality of Jagodina. he total area of the village is about
1200 hectares. he name of the village is believed to be linked with the
ishermen and ishing on the Morava river and its tributary the lugomir
river. he scarce written records show that about 400 years ago, there was
a village staro selo in this area, which consisted of 7 cottages (Website of
the village ribare, 2011).
from the comparison of census results from 1948 to 2002, we can
note the population decrease in Grabovica. according to unoicial results
of the census from 2011, 443 people are currently living in this village,
i.e., 54 people less than in 2002 according to the census data from that
year (index 89.3). concerning the gender structure, 51% of the inhabitants
in the village of Grabovica are women and 49% men. regarding the
age structure of the population, over 60% of villagers are older than 50.
he largest number of households have 25 members, although there is
a signiicant number of single person households (29 households), while
16 households have 69 members. here are 110 single men and women
in the village. residents of this village have mostly completed the basic
level of education, i.e. primary school (72%), 25.4% of the villagers have
a high school diploma (secondary education), while 2.6% of villagers have
a university degree.
he number of inhabitants of ribare village has been increasing, as
well as the number of households. according to the 2002 census data, the
average household consisted of 3.34 people. Most households consisted of
four people (24%), while only a few households consisted of more than
6 people (3%). single-person households made up 15% of the total number
of households. adults make up about 70% of the population. he median
age of the population is 38.6 years (37.6 for men and 39.5 for women).
he gender ratio is 49% men and 51% women (data of sors, 2010).
according to the local community records and the preliminary results of
the 2011 census, in ribare 3701 people live in 1042 households. However,
about 30 families live in the city but they also run their households in the
village.
116
Year
1948
1953
1961
1971
1981
1991
2002
2011
Village of Grabovica
Number of
Number of
inhabitants
households
875
172
890
188
897
235
623
173
578
156
523
158
497
152
443
150
Village of Ribare
Number of
Number of
inhabitants
households
2239
443
2295
484
2308
537
2515
629
2976
784
3259
845
3482
993
3701
1042
117
Activity
agriculture, hunting and forestry
crats and industry
Trade
Healthcare and education
administration
Traic, hospitality industry and construction
other
Total
% of inhabitants
Village of
Village of
Grabovica
Ribare
18.1
12.8
48.2
43.8
7.2
13.8
4.1
9.0
2.6
2.5
11.9
10.9
7.9
7.2
100.0
100.0
118
of the village and the process of legalization of houses has started. here
are 14 holiday houses in the village, as well as 5 abandoned houses. he
electriication of the village was completely inished in 1961, but it did
not include streetlights. he villagers use their own wells or springs and
at the end of 2011 the majority of households were connected to the
public water supply network. an increasing number of households is
connected to city water. a container for waste disposal is placed in the
centre of the village, but only a small number of people use it for waste
disposal. Most people dispose of waste at illegal landills or dumping sites
in the wild and uninhabited mountainous part of the village. We would
like to mention that there is no school in the village, no library, no sports
facilities, no health clinic, no pharmacy, no veterinary clinic, no repair
shop for agricultural machinery and motor vehicles or any other services,
raw material suppliers, etc. he villagers must travel to Gornji Milanovac
in order to obtain necessary goods and services.
ribare throughout its history had continuous socio-economic growth,
however, each stage of development was accompanied by speciic problems,
and thus the co-operatives faced certain problems in the process of their
development. currently nine business organizations operate in ribare and
they are involved in food production, production of construction materials,
transport and hospitality industry. here are also 10 convenient stores
in the village. residents of the village ribare can have their agricultural
machinery and household appliances repaired in the village, and can
also use the services provided by hairdressers, car mechanics, car-body
mechanics, welders, lathe operators, etc. he village also has an adequately
equipped and properly stafed veterinary station (since 1970), agricultural
pharmacy (since 2006), pharmacy and ambulatory care clinic with one
full-time employed doctor. he diference between the urban and rural
areas has been slowly disappearing due to a large number of small crat
workshops and services, specialized repair shops, proximity and connection
to the city. hus, young people decide to remain in the village, which is
extremely important for the further development of the village. an old
6 km long unpaved country road runs through the village of ribare, as
well as a 20 km long paved road built in 1970, which connects the village
with the regional road Jagodina-svilajnac. here is not a bus station in the
village; however, there are 5 bus stops and the residents are satisied with
the public transport system. ribare was completely electriied in 1958.
119
he village has 105 streets with designated street names and has street
lighting. 10% of households are connected to gas supply network. it is
important to point out that the village has an organized waste collection
and disposal service, i.e. waste is collected and transported from the
village to the city landill, and thanks to the eforts of local government,
every household has a garbage bin. in the period from 20062010, many
households were connected to the city water supply network, while other
households have their own wells equipped with water pumps. in the centre
of ribare there is a park and local residents, local communitys oice and
local government tend the park themselves. a cultural centre (as well
as the Village Hall) was completely renovated in 2007, and now it hosts
concerts, seminars, forums and celebration of the village patron saints
day. People hire the cultural centre premises for weddings, birthdays,
graduation and similar celebrations. in addition, there are sports and
cultural clubs and associations in the village: a Pigeon Breeders club, dog
Breeders club and an association of Nurserymen. he oldest residents
(pensioners) also have their own premises in the renovated building of
the cultural centre. he kindergarten in ribare was opened in 1980. he
village also has one elementary school. he elementary school consisted
of three school buildings. in 2012, a new school building with classrooms,
oices, laboratories and workshops was built. over 1000 pupils attend
this school, of whom 770 pupils in ribare. he school has a library, as
well as a school kitchen and dining room. he school also has a fenced
schoolyard with outdoor sports facilities for football, handball, basketball
and volleyball (Website of the village ribare, 2011).
Active Participation of Local People
and Municipality
successful local community development requires continuous work
including strengthening and supporting the local initiatives and empowering
local people to take responsibility for the development of their community.
he state institutions that should be supporting the achievement of the
vision of the rural economy and society in which there is a sustainable
community with a demographic balance, satisfactory income and current
living standards do not adequately support greater involvement of the
120
121
its neighbouring villages. he residents of the village are of the opinion that
the biggest problems are: low purchase prices of agricultural products, lack
of education and information, unemployment, lack of inancial resources
and insuicient support from the state concerning rural development
and agriculture. Most residents of the village consider that the most
important goals achieved in cooperation with state institutions and local
self-government are: electriication, excellent telecommunication network,
socio-cultural development of the village, preserved local tradition and
customs; development of sports activities; reconstruction of primary
school buildings and the kindergarten; renovation of the cultural centre
and the Village hall, paving of the streets; connection to the public water
supply network; connection to the gas supply system; opening of small
and medium enterprises. Here is an example of successful pig breeding in
the village ribare. Marija Nisovic (44), divorced her husband and, at the
same time, lost her job in the local mill Zitomlin in Jagodina. Marija and
her two daughters decided to return to the village where her parents lived.
Today, in this village, Marija is one of the most successful entrepreneurs in
pig breeding, because from 2008 she used loans from agroinvest (founded
by World Vision international, Wa, Usa) a microinance institution that
serves the inancial needs of the rural population and micro-enterprises,
and provides consultancy services for rural households, aimed to support
economic development in rural areas (aiH, 2011).
improvement of rural economy in serbia requires strengthening of the
local self-government capacity to implement the programs and projects
in the ield of rural development. he complexity of the liabilities, powers
and limitations of the local authorities in serbia are regulated by the
law on local self-Government (oicial Gazette of rs, No. 129/2007),
which is currently being amended. he insuicient autonomy of local
self-governments, primarily in the ield of inances and autonomy in terms
of the powers of the local self-governments, as well as the insuicient
information available to the local actors regarding the deining of the
development policies, are the reasons why the bottom-up approach
is still inadequately implemented in serbia. Particularly in those areas
that are economically underdeveloped or devastated, the mechanism
of participatory redistribution doesnt have primacy and is diicult to
establish. in practice, the rural population is involved in these processes
through their representatives, who are oten physically distant from the
122
Conclusion
recognition and evaluation of human, economic and environmental
resources at the local level, as the key factors of development, contribute
to the diversiication of the rural economy and increase the welfare of rural
communities. Today, local communities are required to be active in relation
to global processes. hus, they are emerging as strategic groups ready to
support the development transformation, bearers of changes and carriers
of new approaches concerning the integration into modern trends. Exciting
new opportunities for self-management in rural communities, in particular,
give a strong impetus to the social and territorial cohesion, enabling the
rural population to live in dignity and take an active part in society.
rural development is considered as a countrys priority in many strategic
documents and the necessity to involve all key stakeholders in this process
and the importance of their cooperation at the national, regional and
local level in compliance with the strategy Europe 2020 is acknowledged.
However, the development of rural communities is far from the proclaimed
policy and strategy, which points to the necessity of implementing a new
approach to local rural development policy.
123
124
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doi: 10.2478/eec-2013-0007
19 2013
Abstract
his paper intends to demonstrate on the basis of a case study that rural peoples
access to modern goods and services is not necessarily a relentless source
of deculturalisation, because it sometimes allows a better management and
valorisation of the main characteristics of the rural space. despite socio-economic
unrest and successive changes of political regimes that took place in romania
during the last century, the human communities within the arges foothills have
defended with dignity their traditional material and spiritual values, passing
them down from generation to generation. in the medium and long-term, the
valorisation of the romanian rural space, in general, and of that belonging to
the arges foothills, in particular, will imply the creation of a balance between
the valuable cultural potential and the quality of life of the inhabitants, who are
the keepers of rural cultural heritage. at present, the best thing to do to pass on
the traditions of this area is to proudly accept the ailiation to this geographical
space. his is true not only for the permanent inhabitants of rural settlements,
but mostly for those who have let the countryside to carry it in their minds
and souls. in our opinion, this fact is a pre-requisite for preventing the loss of
material and spiritual values of this cultural-historical space.
128
Introduction
By tradition and modernity, we understand two images at various stages
of development. he expression also suggests the idea of opposite worlds,
characterized by diferent balances, which reveal diferent images of
society, increasingly humane, as the epoch is older (courville, 1993,
p. 213). Generally, tradition means an accumulation of information, saved
in ones memory, later passed from generation to generation through
interpersonal interaction. in other words, tradition is the dynamic output
of an experience based on an aggregate of idiographic (unique) practices,
disseminated through non-explicit knowledge. hrough tradition,
experiences are acquired as a whole, through their external manifestation
(courville, 1993, p. 214). on the other hand, modernity is a state of
mind, a worldview, referring to the so-called modernization processes. it
promotes new knowledge and practices, supported by the advancements
in science and technology, which alter deeply the means by which people
react to reality (courville, 1993, p. 215). at present, modernity penetrates
everywhere and puts pressure on community spaces generating constraints,
previously unknown. Big countries swallow small countries, cultures
swallow cultures. Hence, the idea that modernity causes damage by
destroying the relationship networks that once supported the local balance
(courville, 1993, p. 217).
research undertaken during the last two decades on an international
scale with respect to the impact of globalization on the life of local
communities has highlighted the fact that present processes of economic
globalization ignore or even suppress the uniqueness of local life models
and cultural identities (Mlinar, 1995, p. 1). he development of modern
industry, transport and communication technology have greatly afected
the life of rural communities. Globalization, which initially seems to be
an external phenomenon, remote from everyday concerns, is actually
a dialectical phenomenon referring to the most intimate aspects of life.
Modern communication technologies shorten the physical distances and
cancel the informational isolation of contemporary societies, including
rural ones. Under the circumstances, the individualization of rural
communities, as a reaction to globalization, is characterized (among
129
130
life in the rural space and the preservation of the cultural identity of the
romanian village.
he study refers to the sub-carpathian space bordering on the southern
carpathians, between the arge and dambovia rivers (ig. 1). in order to
emphasize the way in which tradition and modernism combine in these
parts, two communes lying in the arges foothills were chosen as samples.
hese are situated between the mountains and the cmpulung depression,
the latter being considered by geographers as the most typical tectonicerosive sub-carpathian depression.
he arguments behind this study are numerous, most important being
the following:
the last half-century has brought about ample quantitative and
qualitative changes, which impacted on the administrative-territorial
structure, rural space functions, demographic behaviour, peoples
mentality and the proile of the activities carried out by the local
population;
the rural space, and especially the villages lying close to the cities,
has been confronted with the risk of losing its cultural identity, under
the inluence of current technological progress;
the rural space belonging to the arges foothills is an example of
continuity in the ield of ethno-folkloric and architectonic tradition,
against a background of constant preoccupation for improving quality
of life;
at present, it is necessary to promote models for preserving and
perpetuating the cultural-historical potential of romanian rural
space, as a source and resource with signiicant economic value
(which can be exploited through high- quality rural tourism).
Methodological Aspects
he study is based on retrospection and the personal experience of some
of the authors, for whom the arges foothills represent what geographers
call provincial or ethnographic mental space1 (cocean, 2002).
1
132
Results
introspection and retrospection, the active participation of authors in
diferent events, and the results of interviews with the representatives of
the local authorities and the permanent and non-permanent residents
have all emphasized that the investigated area still preserves a valuable
ethno-cultural patrimony. its preservation is encouraged by the favourable
geographical location of the studied settlements; the intense spiritual life of
the local population; the conservatism or the promotion of various customs
from generation to generation; the temporary residents nostalgia for the
ethnographic mental space of the arges foothills, and, more recently, the
promotion of local traditions as resources for rural tourism. likewise, for
a small part of the population the cause for preserving a traditional and
that creates a genuine rural culture, very diferent from that of the neighbouring groups.
according to cocean, on the European scale, romania stands out through the number
and consistency of its ethnographic mental spaces.
133
rather rudimentary traditional life style is, unfortunately, poverty and the
lack of access to modern materials.
direct observations, discussions with the local authorities and opinions
shared by members of the investigated communities have revealed in the
irst place that preserving tradition does not mean the denial of access
to modern living means or resources. consequently, the preservation
of tradition does not threaten the continuously growing tendencies of
improving the quality of life in the investigated rural space. secondly, the
situation in the ield has also revealed a very interesting aspect, namely the
tendency to turn to account the material and spiritual assets of the local
ethno-cultural patrimony in the process of renovation and modernization
of the rural households.
on the other hand, the research has identiied the factors behind the
modernization of the investigated communities. hese are the following:
accessibility, natural resources (wood, building materials), economic
production units appeared during the communist period within the
communes, the accessing of structural funds ater 2007, public access to
information through the medium of cable TV and the internet and last
but not least, the proximity to the urban environment.
results obtained have ofered us the necessary data for drawing
conclusions regarding both the premises of promoting tradition in the
medium and long-term and the potential risk of degradation of the local
population.
Discussions
Favourability Factors for the Preservation of Tradition
a very important role for the continuity of the traditional way of life in the
investigated rural space is played by the geographical location, due to the
shelter provided by the iezer-Ppua and leaota ridges, on the one hand,
and the chain of the inner sub-carpathian foothills, on the other hand. he
climate, with mean annual temperatures of 7 80c and a precipitation of
around 700 800 mm, creates favourable conditions for animal breeding
(supported by rich pastures and hay ields) and fruit tree growing, especially
in the villages of the Valea Mare-Prav commune.
of the activities with old traditions in the study area, we can mention
the following:
134
135
since the end of the 19th century until World War i, although ater
1918 the number of shepherds dropped (because of the growing
number of people who embraced the forestry occupation).
Domestic industry Based on what their households and farms
provide, the local people produce dairy products, which are sold at
the cmpulung towns markets, wool carpets and the nice and famous
veils made of gossamer, which are woven by hand. as a matter of fact,
in the 20th century weaving was a basic occupation for most women in
the study area. in the 1970s, the leresti commune held more than 500
looms, and the products were sold through the consumer cooperative
both in romania and abroad (oana and oana, 2008). Unfortunately,
since 1990 this occupation has been declining, the number of women
who still possess looms being hard to estimate, inasmuch as many
of the retirees fear they may lose their pension money by admitting
they have an additional source of income. However, during our ield
investigations such a woman, 75 years old, allowed us to take pictures
of her loom and the accomplished product, namely the traditional
veil manufactured in the arges foothills.
Figure 2. loom
136
137
of the leresti commune, which was convenient for the state and the
great forest owners, because the local labour force was cheaper. in
this context, the people of leresti turned into specialists in this ield.
herefore, numerous teams spread all over the carpathian range, from
Moldavia to Maramure and Banat, where they stayed for months
in order to harvest the wood. as soon as the ARO Cmpulung car
plant came into being, many people abandoned forestry work for
jobs there. However, the decline of the car industry ater 1990 revived
the interest in wood harvesting.
another factor which contributed to the perpetuation of tradition is
represented by the intense spiritual life of the inhabitants. he rural identity,
deined as the material and spiritual culture of the residents of a rural
community, is determined by the natural and social settings in which they
live and interact (Barbic, 1998, p. 7).
he interviews conducted with the local population conirmed their
subjective perception regarding the attitude of the villagers towards religion
and especially religious traditions. he people living in the arges foothills
are believers, religious education and rituals playing an important part in
the everyday life of their communities. he church has always been the
hub of peoples lives, even during the communist dictatorship, which tried
unsuccessfully to impose atheism as a unique national doctrine.
Without being fanatical, the people in the arges foothills observe both
the rituals connected with the main events of life birth, marriage and
death and those dedicated to the religious holidays of the year. of the
most important events of this kind we can mention the following:
he feast of he Assumption of Mary (15th august). his holiday is
celebrated by the housewives of the Valea Mare-Prav and lereti by
preparing the litia, a rounded, fasting pancake (without ingredients
of animal nature), which is then consecrated in church, at the mass
performed on the eve. hat same evening the pancake is shared with
the other family members as a form of spiritual puriication.
Easter. he day before Easter, the housewives prepare the so-called
pretzel with egg, for which the rural settlements in he arges foothills
hold the exclusivity. on Easter Eve, people bring pretzels and red
eggs to church and crack them open in the morning, ater mass. he
baking is very important for getting high quality pretzels. in this
respect, for maximum performance, the women use roomy ovens
138
made of brick and clay, which are usually placed in the courtyard.
in Valea Mare-Prav, there are also communal ovens, used by many
families for baking their special pretzels for the Easter feast. in order
to make the pretzel with egg a local brand, in 2009 the irst edition
of the Pretzel with egg festival was organized in lereti county.
he intention of the organizers was to make the event a permanent
one, in order to disseminate this particular local Easter tradition.
Figure 4. he pretzel with egg and
the traditional communal oven (older
than 50 years)
139
who according to the tradition is the gatherer of all bread and fruit.
his assumption is supported by the etymology of the name: saint
dumitru san dumitru san Medru su Medru sumedru
or simedru. spread all over the arges county, the custom is less
preserved in the plain areas in comparison with the arges foothills
(florea, 1994; Tudor, 1997; Manu, 2003).
Conservatism or the promotion of customs from generation to
generation stands out as a factor that encourages the preserving of local
traditions. although over time, some customs have been improved, their
essence has survived until this day, allowing us to come into contact with
practices and rituals that deine the people in these parts. an important
part in this respect is played by the consideration that people place on the
opinion of others. hus, gossip prevents the people in the study area from
abdicating from local customs and traditions, which are connected with
diferent life events: births, weddings, funerals, etc. he most important
customs and rituals in the region are the following:
a) Wedding customs
in leresti commune and throughout the entire space of the arges
foothills, one can speak about certain wedding periods, closely related
both to the occupations embraced by the people (fruiters, animal breeders,
forest workers) and to the observation of fasting periods stipulated by the
orthodox calendar, followed religiously by the locals. he ritual before
the wedding, which usually took place on sundays, had an interesting and
meaningful development. he stages of this ritual, largely observed even
today, are the following:
Pogadirea (folk term for marriage brokerage) was the prologue of
the wedding, during which the fate of the young pair was destined.
sometimes, the marriage was based on sincere and pure love, but at
other times wealth was decisive. at present, due to young peoples
access to education and information, as well as to the freedom of
movement and the inluence of the urban environment, this stage
is skipped.
he exchange of wedding rings or engagement. he exchange took
place at the girls house. he boy came there accompanied by the
godparents that he had chosen bringing the girl the wedding rings
and four objects at most as a git. in her turn, the girl ofered the
boy some objects and necessarily a traditional napkin. ater all the
140
141
142
143
144
point of view, both settlements have direct access to the National road
73 (dN 73 or E 574) (ig. 1), which makes the connection with Pitesti
and Brasov cities very easy (ig. 2). another factor is represented by
the economic production units built in the communist era within the
communes. We here refer to the ciMUs cement plant in the Valea MarePrav, which has recently changed its name to HolciM, the aro car plant,
lying between lereti and cmpulung city and the cmpulung synthetic
fiber facility. it is important to note that the last two ended their activity
in the 10th decade of the 20th century. hese industrial production units
required the modernisation of the utilities infrastructure and consequently
boosted the development of waterworks and modern roads. on the other
hand, access to the structural funds ater 2007 allowed for the extension
of the existing infrastructure, and thus the secondary road network was
modernised, while the lereti commune was connected to the natural gas
distribution system. a factor supporting the modernisation process is the
nearness to the Cmpulung City. from this standpoint, both communes
145
are on the outskirts of the city, in its hinterland area (ig. 1). he link with
the city, which has always existed, has intensiied during the last decades.
Practically, at present, most of the population resorts more or less to the
goods and services ofered by the city. his applies to the procurement of
industrial processed foodstufs to diversify the traditional staple food based
on products obtained in peoples households and farms (eggs, milk, meat,
beans, potatoes, apples and pears); the purchase of electronic and electric
appliances; the engagement in recreation and leisure activities (especially
young people); and the use of sanitary and education facilities. he city
also leaves its imprint on the behaviour of rural communities, especially
when it comes to the young people, who adopt the urban fashion, even
though sometimes they look ridiculous. fortunately, even cmpulung city
is not faced with an exacerbated modernisation that would imply radical
structural change, because local industry is on the wane and its citizens
are more and more involved in agri-tourist activities. he pensions in the
city ofer tourist programmes that oten consist of taking guests to the
nearby rural space. in this context, we may say the city stimulates the local
traditional economy.
Figure 7. folk costume speciic
for the arge foothills area
source: www.google.ro/images
146
147
Figure 9. he capitalization
of ethnographic elements in
a modern household
148
in their turn, the traditional human activities are also afected by the
modernisation process. access to information and the expansion of the
consumer goods market have replaced the traditional tools used in the
household with some modern ones. for instance, the motor scythe has oten
replaced the traditional scythe, while the ox and horse cart for carrying hay
has been replaced by terrain vehicles with trailers. Yet, modern households
still preserve the traditional dependencies for storing hay during winter
(ig. 12) and cellars for the storage of fruit (apples, pears) picked from the
orchards (ig. 13).
Figure 11. a house with hay barn in the Valea Mare-Prav
149
Figure 12. a typical house in the arge foothills with high ground
and cellar for fruit storage
Conclusions
he contemporary realities of the investigated area reveal, on a small scale,
the tradition modernity relationship, which has changed permanently
throughout the entire romanian rural space. in the medium and longterm it is only up to us, all interested stakeholders involved in territorial
development (public authorities, economic agents, representatives of
education and cultural institutes and plain citizens), to harmonise our
aspirations towards emancipation with the preservation of our cultural
legacy and identity, seen as sources of inspiration, retreats and testimonies
of our ailiation to the carpathian-danubian-Pontic space.
at present, the countryside is facing a personality crisis generated by
the multitude of experiences that upset its natural historical evolution.
during the last years, more and more voices have been heard at European
level asking that rural patrimony be preserved and turned to account. his
study conirms that nowadays the enhancement of the romanian village
150
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doi: 10.2478/eec-2013-0008
19 2013
Abstract
regional agro-food networks have an impact on the development of rural regions.
Networks give small and medium sized enterprises the opportunity to gain access
to further markets (e.g. through ofering a wider common product range), to
conduct more efective marketing or to synergize the variety of skills and knowhow of the network partners. Networks of the agricultural and food economy are
also seen as a chance for rural regions because they can positively inluence social
and cultural lives as well as the natural and economic areas in regions.
We analysed regional networks of the agricultural and food economy,
investigated the strengths and weaknesses in the structure of agro-food networks
and developed options for action to strengthen the collaboration within the
networks and their regional marketing.
in our paper we present the results of one case study in Eastern Germany.
We show our indings of a strengths and weaknesses analysis and a constellation
analysis. herefore, success factors were identiied and used to evaluate the
networks qualitatively. in addition, we discuss how regional networks can support
regional marketing and sustainable regional development.
154
155
156
157
Methodological Approach
To promote regional agro-food networks, we investigated the structure and
regional marketing of three networks in a case study and developed them
in a common process with the network members options of action for
further network management. for the analysis of the network structures
and to evaluate the potential for regional marketing, various qualitative
methods were combined.
data was collected from over 30 interviews with diferent members of
agro-food networks, such as producers, processors and distributors as well
as members of NGos, in particular key persons for the communication and
158
159
source: own depiction, based on Hilligardt (2002), Teller (2005) and Kullmann
(2007).
160
161
162
cf. http://www.konstellationsanalyse.de/english/ka-sinn-und-zweck-english.html
163
farm shops, farm-gate sales and farmers markets. he exhibition about the
ark region, which is planned by the district of lueneburg, the municipality
amt Neuhaus, diferent network members and other partners, is located on
the right side of the constellation. it is obvious that common marketing or
logistics in the network are still non-existent. furthermore, the river Elbe
has an important inluence on regional marketing, as described below. it
is attractive for tourists but is also a natural border. it is remarkable that
the constellation consists of three circles, which are all connected by the
circle in the middle the network of the ark region. However, the network
circle is perforated. his symbolizes the missing internal communication
and organizational structure. hus, so far there is nearly no connection
between the stockmen and partners around the exhibition. in addition,
common marketing and logistics remain non-existent.
Figure 2. constellation of the status quo of the ark region
164
those factors when the colour is on the outside of the circle, and weaknesses
when it is contained inside the circle.
Figure 3. strengths and weaknesses of the ark region
165
166
167
ark region does not yet have guidelines for the production and selling
of products. in addition, the network doesnt have a common marketing
strategy in which they describe what product should be marketed to which
target group, via which distribution channels, at what price, with which
transport, and with which communication (Kullmann 2007: 31). according
to Hilligardt (2002: 162) the name of the network is important for success.
a geographical localization by external persons and identiication for the
inhabitants of the region has to be given. he ark region accomplishes
these success factors.
regarding the framework, good relationships with strong partners
in a regional agro-food network are an important success factor to gain
inancial, political and content-related support (Bcher 2009: 134; Hilligardt
2002: 139). herefore the network is well-positioned in the region.
One Desirable Constellation of the Network Ark Region
Based on the ca of the status quo and the sW analysis, we made one
possible and desirable constellation for the ark region (figure iV). in
this constellation, the network of the ark region is in the centre of the
constellation. he former perforated connection between the members is
now closed by regular meetings, e-mail contact and working groups for
diferent topics concerning the network. he diferent ields of activity of
the network are marketing, production and education. he educational part
is covered by the exhibition (ark centre) which is realized by the partners
of the network. in the ark centre there is an exhibition for tourists and
inhabitants, as well as a program of courses for the holders and farmers.
furthermore, there is a shop in the ark centre where the farmers can sell
their products.
Production is still a task for the farmers. hey keep animals on their
farms and deliver them to the butcher. here is a butcher on the eastern
side of the river Elbe. Products are then returned to the farms to sell
them as before. However, a portion of the products are sold to the farmer
in the network who oversees the marketing for the whole network. He
buys the products the other farmers have not managed to sell. He then
sells those products to tourists and inhabitants via an online shop, or to
local and regional restaurants. To guarantee the quality of the products
and use the unique selling proposition, the network has implemented
168
169
natural speciality, and which stresses the unique selling proposition of the
animal products of the livestock breeds. another is the implementation of
good internal communication by regular meetings and working groups to
diferent topics. apart from those recommendations, we developed other
options for action which would go beyond the scope of this paper.
Conclusion
in the paper we could demonstrate that irstly, the developed success factors
and the methodical approach are useful to support regional marketing
networks, and secondly, that regional marketing can contribute to rural
development.
in our research we developed new and adapted existing success factors
for regional marketing networks. hese success factors were used for
a strengths and weaknesses analysis of diferent networks, inter alia the
network ark region amt Neuhaus flusslandschat Elbe. it has been
shown that these success factors, in combination with the sW analysis,
provide a framework for scientiic research, as well as practice to evaluate
the current status of the networks extensively.
for each network, two constellations were visualized. he irst
constellation was for the development of a shared understanding of the
system, the status quo of the networks, the second constellation mapped
one desirable future constellation. hese constellations provided a good
overview of the network structures and facilitated through the visualization
tool the communication with practitioners. Together with the sW analysis it
formed a good basis for transdisciplinary discussion to process possibilities
and options for action for the future orientation and strengthening of the
networks.
in summary, the methodical mix ofers good opportunities to develop
manageable strategies for regional marketing networks, and is useful for
both scientiic analysis of networks and for the cooperation of independent
work of the practitioners as feedback from the practice showed.
in the speciic case study we found that the network ark region amt
Neuhaus is generally well positioned. he described deicits in network
structures and the marketing of regional products may be a result of its
recent setup. Nevertheless the members of the network are actively engaged
in developing both, and in summary there is a high potential in the network
170
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doi: 10.2478/eec-2013-0009
19 2013
Determinants of Proitability
of Polish Rural Micro-Enterprises at the Time
of EU Accession*
Abstract
rural micro-enterprises are an important factor in sustainable rural development
in post-transitional Eastern Europe. his paper deals with determining the key
factors inluencing proitability in rural micro-enterprises in Poland. he research
design was based on a questionnaire survey of 300 rural micro-enterprises in the
food-processing sector in rich and poor Polish provinces. he analysis carried
out in this study is centered around the Polish EU accession in May 2004. similar
to other related studies, our results show that EU accession was not perceived as
a major change by rural Polish micro-entrepreneurs and that the EU related factors
were not signiicant determinants of their proitability. However, our results also
show that the success of the rural food processing micro-enterprise in Eastern
Europe is most related to its owner/manager and enterprise characteristics. for the
owner/manager the most signiicant determinants are his/her age and risk-taking
as the main motive for establishing an enterprise. he enterprise characteristics
that determine the proitability include enterprise location within a region with
competitive situation, enterprise size (being a sole trader or family enterprise), icT
advancements in enterprise and the fact whether the enterprise has any certiicates
for its products. he results have signiicant implications for the researchers and
* he work on this paper was supported by the czech science foundation, grants
403/10/1235, 402/11/0948.
178
policy-makers and can become a basis for preparing relevant enterprise support
policies in post-transitional Eastern Europe.
Introduction
his paper presents an empirically based analysis of factors inluencing
proitability in rural micro-enterprises. our focus is quite unique since as
opposed to the relatively large literature dealing with micro-enterprises
in developing countries we concentrate on rural enterprises in posttransitional Eastern Europe. our results are based on an original survey
of micro-entrepreneurs engaged in food processing both in poor and rich
parts of rural Poland. according to our knowledge, this is the irst empirical
study of the determinants of proitability of rural food processing microenterprises in any of the European post-socialist countries. our research
therefore ills the gap in the prevailing micro-enterprises literature dealing
predominantly with both the irst world and the third world (schreiner
and Woller, 2003).
our analysis is centered around the period of Polish accession to the EU
in May 2004. it relects attitudes and conditions in a two-year preparatory
period before EU accession, when Polish policies, rules, attitudes and
expectations underwent a process of alignment with EU conditions. his
alignment, especially for attitudes, continued during 2004, the irst year
of Polish EU membership. our results show that EU accession was not
perceived as a major change by rural Polish micro-entrepreneurs and that
EU related factors were not signiicant determinants of their proitability.
in our survey we asked Polish rural micro-entrepreneurs about the
shares of their sales on local, regional, countrywide and international
markets, about the support from governmental and EU programs and
about their perception of inluence of EU accession on the performance of
small rural enterprises in Poland. Both descriptive and regression analyses
of the results of the survey show that these EU related concerns were not
directly important for the success of enterprises. his is in marked contrast
to pronounced positive EU accession efects on Polish farmers (falkowski,
Jakubowski, and strawinski, 2011).
179
he Importance
of Polish Food-Processing Micro-Enterprises
Micro-enterprises in the Polish food-processing sector are important for
the development of the entire Polish economy. Poland is a post-communist
country that has undergone various transformational changes, including the
breaking up and consequent rebuilding of economic and social institutions,
particularly that of entrepreneurship. although private business in some
limited form, especially in agriculture, has always existed in Poland, even
during the communist regime, the structural changes of the 1990s caused
unemployment, a decrease in production and economic stagnation in the
country. Even though the Polish economy has achieved stable economic
growth (on average 34% annually), the impact of the systems change is still
apparent. Polish rural areas are the most obvious example of this fact. he
high level of unemployment and the GdP per capita below the EU average
are still their main distinguishing features. his is mainly a result of poverty
and other problems in rural areas. hus, Polish rural enterprises represent
one of the best means of alleviating poverty and increasing the standard
of living in Poland. rural irms engagement in local issues, the creation of
new jobs and opportunities for people makes them one of the key factors
180
Data
he analysis of this paper is based on a survey of rural food processing
micro-enterprises in Poland. a micro-enterprise is deined according to
the recommendation of the EU commission 2003/361/Ec as an enterprise
with 9 or less employees.
Two regions, represented by two Polish provinces, selected for our
analysis sharply difer in their level of economic and social development.
on the one hand, there is the less developed Warmia-Mazury province
with the highest rate of unemployment in the country, undeveloped
infrastructure and low business dynamics. on the other, there is the
wealthiest Mazowieckie province. it is the site of the capital city Warsaw
and the hub of the countrys business activity. he initial conditions for
rural enterprises in the food-processing sector in both provinces difer
considerably. While a favourable business environment and economic
development in the rich Mazowieckie province are likely to enhance the
success of rural micro-enterprises, the low level of economic development
in poor Warmia-Mazury province is likely to be an obstacle for their success.
in order to test the irst version of our survey questionnaire, 30 pilot
surveys were conducted in september-october 2004 in both WarmiaMazury and Mazowieckie provinces. all pilot surveys were completed and
no rejection was registered. he pilot survey has shown that the direct data
(numbers) on enterprise proits, incomes and turnovers are unavailable to
181
obtain and the time horizon longer than three years creates problems for
the surveyed. in accordance with this two major adjustments were made:
(i) the questions about proits, incomes and turnovers were re-arranged in
such a way that the surveyed entrepreneurs would have to choose clusters
(ranges) of the values and not the direct values themselves and (ii) the time
horizon of three years (20022004) was selected for all the variables in the
main survey. in addition to that some minor re-wording and corrections
were made.
he face-to-face questionnaire with 52 questions which was implemented
between october 2005 and february 2006 consisted of six main sections.
he main information section was used to get to know each enterprise better.
he characteristics and motivation of the owner section was designed to
obtain all relevant information about the enterprise owner/manager. section
three provided an in-depth view into the history and proile of the enterprise.
assets and sources of capital sections gave an overlook of the enterprises
most sensitive inancial information. section ive was designed to obtain
information on the enterprises market position and competition. section
six concerned an overview of subjective factors of enterprise development.
he detailed questionnaire is provided in appendix 1. he data obtained
using the questionnaire have been used in order to construct a proile of
the typical owner/manager of a Polish rural micro-enterprise in the foodprocessing sector and typical micro-enterprise in this sector and to carry
out an econometric analysis.
he scope of our questionnaire covered the main characteristics
identiied as important determinants of success, performance, proitability
in recent studies of microenterprises all over the world. for the most recent
representative studies, see adekunle (2011), anim-somuah (2011), de
Mel, McKenzie, and Woodruf (2008, 2009), Mano et al. (forthcoming),
Mmbengwa (2011), Munoz (2010), and rankhumise and rugimbana
(2010). obviously, since the realities of Polish rural areas are very diferent
from predominantly african or asian areas covered by the vast majority
of literature, the set of particular determinants of proitability in our paper
is diferent from the determinants considered in the above presented
literature dealing with developing countries.
of the 351 enterprises contacted 306 surveys were obtained. Two
surveys were not used (not complete for all variables) and the remaining
304 cases were entered into the database. on examination it was found that
182
14 cases were not appropriate for the survey. his was either because the
enterprise size was beyond the sample objectives or because the surveyed
enterprises were not classiied as strictly food-processing. in order to reach
the samples objective 10 additional surveys had to be carried out which
inally made the sample complete.
Descriptive Stastistics
of Our Sample
he general proile of the owner/manager in our sample was as follows. He
was 40 years old, male, with a college or University diploma, established
an enterprise himself using his own savings and has owned and managed
it for 10 years. his high education level of rural Polish food processing
entrepreneurs is quite an interesting feature showing an unusually high
level of human capital. obviously, the education level refers only to general
human capital, not to any speciic business training as considered by Berge,
Bjorvatn and Tungodden (2011).
he typical owner/manager in our sample never followed any economic
indicators. He came from the same province where he was currently
working and was previously employed in the same or similar enterprise.
His main motive for enterprise creation was seeking independence or risktaking, although his enterprise registration was not smooth or easy. While
the search for independence seems an obvious incentive, seeking risky
activities as a main reason for establishing an enterprise is an interesting
motivation.
he typical enterprise in our sample was established by its owner in
2000 or 2001 and it was a sole-trader company. it employed 6 people
and was engaged in bakery, confectionery or meet-processing. it never
applied for any patents or certiicates for its products but had an internet
connection (usually Broadband). he typical enterprise was doing quite
well: its turnover increased throughout the previous three years, it gained
new clients and its average annual gross proit per employee was around
8000 Zloty (about 2000 EUr). it had its own branded products and sold
them mostly on the local market.
he typical enterprise had 15 main competitors in the same parish and
it was trying to compete with them by increasing the quality of its products
and decreasing the price. it chose the region where it operated due to the
183
Regression Model
Speciications And Interpretation
Speciication of Regression Model
he linear econometric model used in our paper is a multivariate statistical
model of the form:
Y = b 0 + b1 X 1 + ... + b n X k + e i
184
185
186
and schooling (sot supports) also raised some questions. he main reason
for those factors to be insigniicant for enterprise success might be the
fact mentioned earlier that the majority of rural enterprises, particularly
those in the food-processing sector, did not use those supports or simply
did not know about them. an alternative argument would be that perhaps
the criteria for allocation of both hard and sot supports were set too
high and there was much paperwork and administration involved so that
it did not pay of for small entrepreneurs to apply for them considering
time and business constraints.
Conclusions
and Policy Implications
it follows from our analysis that enterprises established by the owners/
managers who were eager to engage in risky business activities were more
successful than those which were established for the owners self-realization.
additionally, enterprises that were established by the owner/manager who
did not have any inner purpose (i.e. simply needed cash or followed the
advice of family or friends) tended to be less successful than those which
were established by the owner/manager for achieving self-realization.
a wish for independence and self-eiciency of Polish rural entrepreneurs
(owners/managers of the enterprise) is, therefore, confronted with the fear
of unemployment and the need of cash. hose three factors can be equally
important motives in enterprise creation. it appears that the majority of
new enterprises established in Poland were created by people who were
trying to utilize their business opportunity, get independence and selfrealization and very few were created by individuals who were led mainly
by the necessity to improve their harsh life conditions.
hese indings about the inter-dependence of risk-seeking motive of
establishing an enterprise and enterprises success are very important as far
as they unveil an important insight of the psychological proile of owners/
managers of Polish rural micro-enterprises. Generally, they showed that
risk-averse people who started their own business in rural Poland were
less likely to become successful. Knowing this gives Polish policy-makers
very powerful information. he main policy implication for the relevant
Polish stakeholders is the need to be very careful about lending money
to people who are starting their own businesses without a speciic vision
187
188
be paid to the fact that middle-aged owners/managers are not that dynamic
and innovative, not so well-acquainted with modern technologies and
do not have such a good knowledge of foreign languages as their young
counterparts. older owners/managers obtained their education during
socialism and many of them have diiculty catching up with the novel
advancements of today. if the aim of Polish enterprise policy is to increase
the success of those enterprises run by middle-aged owners/managers,
speciic forms of conveying information they lack should be found (i.e. free
courses of using the internet, language training, free information about
applying for EU structural funds, government funding, etc.).
in general, it appears that younger and more educated people may be
slightly more entrepreneurial. it also appears that more educated people
in more developed regions tend to be successful and the irms they lead
quickly surpass the limits of the micro-enterprise and grow into medium
or large enterprises or they tend to search for paid employment in large
regional centres. it is in the less developed regions in Poland that more
educated people usually create their own enterprises. his brings one
important recommendation for relevant Polish policy-makers: something
should be done to attract more educated people to establish their enterprises
in more developed regions. although paid employment in Poland may
seem less stressful and more secure for the majority of people, advantages
of running a micro business enterprise in rural areas should be highlighted.
Perhaps this can be done using some system of bonuses during enterprise
establishment (e.g. a lower interest rate on enterprise credit or larger sum
of a start-up loan) that are awarded to more educated people in more
developed regions.
here is one more implication that comes from the data analysis
and has to do with the level of education of owners/managers in rural
food micro-enterprises in Poland and with EU funding. it appears that
EU saPard funding went mostly to the enterprises headed by highlyeducated owners/managers (e.g. those with Master and Phd. degrees). he
causation, however, can be reverse: it may not be saPard funding that
makes enterprises more successful. it may be that successful enterprises
governed by the better-educated owners/managers are the ones who usually
apply for saPard funding. in one way or another, this creates an additional
recommendation for relevant Polish stakeholders and policy-makers: if
they are going to provide Polish rural entrepreneurs with more funding
189
190
not want to get involved in the creation and maintenance of the limited
company or cooperative. Enterprise laws and tax regulations in Poland are
very complicated and intransparent, which is supported by the indings
by entrepreneurs and entrepreneurial agencies (see the report of Polish
agency for Enterprise development, 2003). Becoming a sole-trader is
seen by Polish entrepreneurs as less cumbersome, especially with regard
to enterprise administration and taxation. a clear message for the relevant
Polish stakeholders is that enterprise law should be amended considerably.
soter regulation and less pressure on enterprises, especially within the irst
years of existence, may be a good start for such a policy. his may be followed
by the introduction of considerable changes in enterprise law and labour law.
Polish policy-makers may also consider changing these laws using a more
liberal approach to entrepreneurship that exists in other EU countries.
he number of an enterprises main competitors was important in the
Warmia-Mazury province and was not important in the Mazowieckie
province. Moreover, the results of our descriptive data analysis show that
either the number of the enterprises main competitors negatively/positively
impacted enterprise proit per employee in the previous years (for which the
data is not available), or that micro-enterprises are so small and supply such
small regional units that they can ind their customers without competing
with each other. his inding may suggest a lack of development on the
respective markets. People become entrepreneurs because they have to
(although some of them should not). he number of competitors would
not matter if people were doing what they wanted to do because everybody
would be in the job. People would be going to the jobs and occupations
where the returns to their abilities and qualiications are highest (providing
that the labour market allocation process works well). if this allocation
process does not work properly, people create enterprises in the business
sectors where lots of other competing irms operate. his makes it quite
clear for newcomers that they will have to compete and will probably not do
so well. However, there is simply nothing else they can do and the creation
of a small business is oten their only opportunity. his provides some
sensible explanation of the processes that are going on the Polish labour
market. he problem about it is that there is nothing much to be done in
policy terms. Perhaps, as poor regions and provinces in Poland develop,
the situation will improve (and labour market allocation will improve).
However, if policy-makers are concerned about the labour market allocation
191
today and they think that giving assistance to entrepreneurs is crucial, they
should also realize that many potential entrepreneurs are probably not that
good. here should be a lot more screening before providing assistance to
micro-enterprises in less developed provinces, than in the more developed
ones. Enterprises that are eligible for that assistance should be carefully
selected and monitored.
additionally, the results of this study show that modern technologies
(especially information and communication) can play a very decisive role
in the success of Polish rural micro-enterprises. first of all, it appeared
that more educated owners/managers of rural micro-enterprises located
in both provinces used the internet more oten. secondly, it appeared that
the quality of the internet connection also mattered: well-educated owners/
managers of micro-enterprises in both provinces tended to use Broadband
internet connection.
Generally, it seems that the internet and, in particular high-speed
internet (via Broadband), can be very signiicant determinants of success of
micro-enterprises in rural areas. High-speed internet may be used by rural
enterprises in many ways: from iP internet telephony to buying and selling
items/products through the internet, as well as advertising products on the
internet. according to Gillet and lehr (1999), the importance of Broadband
internet access has important policy implications. he presence of the
internet in the irm induces telecommunication companies to broaden their
deinition of universal service; another aspect is that the internet can help
facilitate competition among alternative physical infrastructure networks
(telephone networks, electric utility power lines, cable television cables, or
wireless networks) which can result in the liberalization and competition
among providers of telecommunication services (Gillet and lehr, 1999).
hus, policy support should include extending the fast and reliable internet
network all over the country with a special impact on rural areas. if the
goal of national policy is to make small rural enterprises competitive and
successful, it should enable them to go hand in hand with technological
progress and innovations.
finally, it seems that micro-enterprises that were concerned about
their property rights and authorship were the ones that tended to be
more successful. Enterprises that had branded products also had broader
spread of sales (they supplied not just the local markets, but also tended
to sell country-wide and even exported). Enterprises with certiicates for
192
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[194]
APPENDICES
Appendix 1
(Translation from Polish)
IDARI SURVEY
A. MAIN INFORMATION
A1. Date of survey
A2. Province
Code
A3. Name
A4. Parish/community
Code
Code
Code
Unlimited partnership
civil law partnership
cooperative
state-owned enterprise
other (What?)
A7. Structure of ownership (in %)
Physical entities
financial institutions
Code
[195]
local producer (irm) inside the main type of production
local producer (irm) outside the main type of production
foreign investor
cooperative
other (What?)
A8. Number of employees:
Code
B. CHARACTERISTICS
AND MOTIVATION OF THE OWNER
B1. How did the entrepreneur start his career in the
enterprise?
created it him/herself
inherited the enterprise
Bought the enterprise from family members
Bought the enterprise from strangers
Partly inherited, partly bought
Was appointed a lead manager without owning the
enterprise
Was employed by the owner of the enterprise
other explain
B2. What is the educational level of the entrepreneur?
incomplete primary school
Primary school
college
Post-college education
Code
1
2
3
4
5
6
7
Code
1
2
3
4
[196]
University 1st level
University 2nd level (M.a. or Phd.)
5
6
In case the entrepreneur does not have post-college education (last three categories
of question B2) proceed to question B4
B3. What are the most important skills the manager of the
successful irm has? (Please, mark one most appropriate)
computer literacy
1
Motivating personnel for more efort in work
2
familiarity with inances and book-keeping
3
administration skills
4
Gathering relevant information
5
familiarity with marketing and sales
6
deining of the enterprises policy
7
familiarity with technological and industrial
8
processes
other (please name)
9
B4. When did the entrepreneur take up the leading/
managerial position in the enterprise?
Year:
Code
Code
1516
Code
1
2
3
4
5
Code
1
2
[197]
came to the region regardless of the enterprise
Moved to the region to work in the enterprise
drives/comes to work from another region
B7. What is the age of the entrepreneur?
Below 29 3039
4049
5059
1
2
3
4
3
4
5
Code
6069
5
above 70
6
Code
1
2
3
4
5
6
7
8
9
Code
[198]
Good infrastructure and communication
financial help from the Polish government or the EU
other forms of governmental assistance
other (please, name what)
do not know
C3. Does your irm hold:
international certiicates (iso, TUV, etc.)
licenses for speciic production
own patents for the good/s it produces
awards or diplomas (i.e. entrepreneur of the year) of
national and international importance
other (please, name what)
None of the above
C4. Does your irm have stable internet
Yes
connection?
does your irm have broad-band??
C4a. Does your irm have its own website?
Yes
10
11
12
13
14
Code
1
2
3
4
5
6
No
Code
No
Code
Code
1
1
1
1
1
1
Code
1
1
1
1
[199]
D3. Share of the own capital in the enterprise in
2002 (in %)
own capital
Code
5962
Code
1
2
3
Code
Code
D7. Has the enterprise had gain or proit* in the last three years?
Code
2002
2003
2004
Loss
Loss
Loss
Proit Proit Proit
If your irm has achieved proit, please mark which cluster better describes its value
Proit up to 19 thousand PlN
1
Proit from 20 ths. PlN to 39 ths. PlN
2
[200]
Proit from 40 ths. PlN to 69 ths. PlN
Proit from 70 ths. PlN to 109 ths. PlN
Proit from 110 ths. PlN to 159 ths. PlN
Proit from 160 ths. PlN to 219 ths. PlN
Proit from 220 ths. PlN to 289 ths. PlN
Proit from 290 ths. PlN to 369 ths. PlN
Proit from 370 ths. PlN to 459 ths. PlN
Proit from 460 ths. PlN to 560 ths. PlN
Proit above 600 thousand PlN
3
4
5
6
7
8
9
10
11
* proit is deined as the gross proit (revenues minus costs) per enterprise per
year (before taxing)
D8. What is the age of: machines and equipment used in your
irm?
buildings and warehouses used in production process?
Code
Code
[201]
E2. What was the share of the marked products in the whole
volume of sales in 2004 (in %)?
No trademark
own trademark
With a trademark of a processor
With a trademark of a distributor
With other trademarks
Code
E3. How many new clients did your irm gain in the last three
years?
none
1
25
6 -19
20 - 49
50 +
1
2
3
4
5
6
Code
Code
Code
1
1
1
1
Code
[202]
Possibilities of formal cooperation in marketing
1
and distribution
Easier access to new technologies
1
Easier access to the sources of raw materials
1
Easier access to the local labour force
1
selling your products in another region
1
selling your products abroad
1
other gains (please name which)
E7. In which of the following spheres does your
enterprise compete more oten?
Prices
services
Product
innovativeness of the
and clients
quality
product
care
1
2
3
4
Code
[203]
access to sales markets of
products and services
costs of entering the
business
other (please, specify)
F1a. What factors represent the most serious barriers to the development of
small and medium (SMEs) enterprises in the country? (Please, mark one most
appropriate)
fears of competition with the irms from the old EU
Code
fears of Polish competition
inexistence of business networks and cooperation
between Polish sMEs
Unfair competition of foreign enterprises operating on
the Polish market
loss of the Eastern markets (former Ussr)
Unfair competition between Polish sMEs
Economic crisis in Poland and in the EU
availability and cost of labour force
availability and cost of service necessary for your
business
Unstable and unclear laws concerning sMEs
Unclear and inexplicit state tax and revenue system
inexistence of formal groups lobbing for the sMEs of
agricultural and food sector
costs of innovation
Technology used in production process
Gaining new qualiications
Gaining new methods of production and accounting
Unsatisfactory work of the self-governments
Problems with entering the EU single Market
Quality norms introduced by the EU
Unclear government policy towards sMEs
[204]
consumption of goods and services by consumers
(consumers purchasing power)
other (please specify):
F2. Has your enterprise received:
Yes
a preferential credit for your business in the
1
last 3 years?
a business credit for your business in the last
1
3 years?
No
0
Code
If the answer to the above question is yes please answer question F2a.
F2a. How has the level of credit (interest rates) impacted the growth of your
enterprise?
Nature of impact
Positive
No
Negative
Code
inluence
inluence
inluence
1
2
3
F3. What economic processes evolved positive or negative inluence on the
enterprises success in the last 3 years? (Please, mark one most appropriate)
Positive
No
Negative
Code
inluence inluence inluence
Exchange rate
1
2
3
Per cent (level) of credit
1
2
3
central government taxes
1
2
3
local taxes
1
2
3
level of inlation
1
2
3
Enterprise creation
1
2
3
procedure
Purchasing power of the
1
2
3
consumers
Economic growth in the
1
2
3
country
labour law
1
2
3
opening of EU single
Market for Polish goods
other (please specify):
[205]
F4. Whether the enterprise has been receiving public assistance (governments
and local governments) in the last 3 years? (Please, mark the appropriate).
Nature of assistance YES Regional
Central
EU sources
Code
sources governmental (SAPARD)
soures
Grants or investment
1
2
3
4
loans
funds for research
1
2
3
4
and development
funds for the
1
2
3
4
promotion of local
production groups
assistance in
1
2
3
4
schooling of the
personnel
space for the
1
2
3
4
enterprise (housing)
Export guarantees
1
2
3
4
consulting in the
1
2
3
4
sphere of governance
General economic
1
2
3
4
consulting
other (please, specify)
1
2
3
4
Has not recieved
If the answer to the question F3 is has not received, please proceed to question E5.
If your irm has received some assistance from EU SAPARD fund, please answer the
following question:
F5. What was the amount of funds your enterprise has
received from EU SAPARD program in the last 3 years?
(Please, mark the appropriate cluster)
funds below 8 thousand PlN
funds 9 thousand - 19 thousand PlN
funds 20 thousand 39 thousand PlN
funds 40 thousand 59 thousand PlN
60 thousand PlN 99 thousand PlN
Code
1
2
3
4
5
[206]
100 thousand 149 thousand PlN
150 thousand 179 thousand PlN
above 250 thousand PlN
6
7
8
Code
Code
Code
[207]
creation of suitable environment for sMEs
supporting enterprises using the means of local
governments
interconnecting the success of sMEs with the strategy of
regional development
inluencing competitiveness between sMEs through the
policy of issuing licenses and permits
others (please, mark the appropriate)
2
3
Yes
No
Yes
1
No
0
4
5
6
Code
Code
Code
[208]
F11. Would you describe local authorities as
open for negotiations with SMEs concerning
reducing local taxes and providing favours for
entrepreneurs?
No
0
Code
Code
Yes
1
Code
1
2
3
4
5
6
7
[209]
Appendix 2
Table A1. Variables used in the econometric model for testing the main research
hypotheses and their categories (levels)
Name
Variable Deinition
Variable type
Enterprise success (dependent variables)
Y
X1
X2
owner/manager
education
X3
owner/management
business experience
owner/manager
training
X4
X5
X5
X6
owner/manager age
owner/manager age
squared
owner/manager
previous sector
experience
Expected sign
+
self-realization,
independence and
risk are expected to
have higher inluence
on enterprise success
+
relationship between
education and
enterprise success
+
+
+
+
[210]
Name
Variable Deinition
Variable type
Enterprise success (dependent variables)
X7
owner/manager ties to dummy (1 = close ties,
the region
0 = otherwise)
X8
age of the enterprise
Years
X8
age of the enterprise
Years
squared
X9
Establishing of
dummy (1 = strategic
enterprise on local
reasons, 0 = otherwise)
market
X10
legal form of the
1 = sole-trader
enterprise
2 = family enterprise
3 = limited liability
company
4 = unlimited
partnership
5 = civil law partnership
6 = cooperative
X11
location of the
dummy (1 =
enterprise by the
Mazowieckie province,
province
0 = Warmia-Mazury
province)
X11
location of the
Parish dummy
enterprise by parish
X11
location of the
community dummy
enterprise by
community
X12
distance from the
Kilometers
parish to the regional
centre
X13
size of the enterprise
Number of employees
X14
ownership of the
dummy (private
enterprise
sources =1, 0 =
otherwise)
X15
X16
internet in the
enterprise
Broadband in the
enterprise
Expected sign
+
relationship between
+
sole-traders
are expected to
perform better
than commercial
companies
dummy
Enterprises owned
by physical entities
of families tend to be
more successful
+
dummy
[211]
Name
Variable Deinition
Variable type
Expected sign
Enterprise success (dependent variables)
Enterprise product/
1 = products of vegetal Expect some product
good
origin
diferences
2 = products of animal
origin
3 = secondaryprocessed products
4= beverages
X17
he fact that enterprise dummy
+
has branded products
X18
Number of enterprises Number of irms
main competitors
X19
areas in which
1 = prices
enterprise is exploiting 2 = services
+
its advantage
3 = quality of products
+
4 = innovativeness of
+
products
X20
Enterprises innovation 1 = know-how
+
2 = international
+
certiicates
+
3 = licenses
+
4 = patents (valid on the
national level)
X21
Government inancial
dummy
+
support
X22
Negotiations with local dummy
+
governments on tax
reduction
X23
EU saPard funds in
dummy
+
the enterprise
Enterprises that
managed to obtain
funds from EU
program are more
successful
X24
Public non-monetary
dummy
+
assistance to the
enterprise
[212]
Name
Variable Deinition
Variable type
Expected sign
X28
Enterprise participation
in local schooling
he fact whether
enterprise obtained the
credit
Enterprise distribution
of sales in 20022004
impact of Polish
EU accession on the
enterprise
dummy
dummy
dummy (1 = local
market and beyond
(local market +), 0 =
local market)
dummy (1 = some
impact, 0 = no impact)
Enterprises with
broader distribution
of products are more
successful
+
enterprises
that utilize the
opportunities of EU
accession tend to be
more successful
[213]
Appendix 3
Table A2. complete results of the model estimation
Whole
Sample
Model
Poor
Rich*Dummy FullFull
independence -4879.227** 7690.613*
-450.965
[2326.191] [4465.039]
[1661.613]
risk
-860.405
28914.773*
15417.722
[2310.763] [16175.833]
[10854.081]
cash
-839.787
-7230.869
-5516.105*
[1720.035] [4790.153]
[2828.158]
Unemployment 1163.376
-841.91
225.34
[1616.715] [6714.343]
[2688.016]
family and
friends
-3698.703
-3893.988
25.796
[2471.873] [9969.158]
[2804.136]
family
tradition
8376.180*** -14295.651** 488.691
[2253.847] [6380.053]
[2823.775]
secondary
4050.646
-6209.66
-108.404
[3223.200] [14239.394]
[7309.527]
college
6705.950** -5179.548
2977.408
[3029.934] [16226.303]
[8129.896]
University
second level
2683.841
-1351.674
799.034
[2990.964] [14920.651]
[7702.123]
University
hird level
2242.24
-6835.293
-2621.97
[2567.331] [14926.355]
[7612.109]
Years of
Experience
174.264
-399.713
-132.575
[143.960]
[345.798]
[207.997]
Training
1126.89
-6490.381
-2476.185
[1587.154] [8859.795]
[3319.756]
Interact Model
Rich
Province
Only
RichFull
2811.386
[3870.294]
28054.368*
[16258.082]
-8070.657*
[4539.981]
321.466
[6617.805]
Poor
Province
Only
PoorFull
-4879.227**
[2295.371]
-860.405
[2280.148]
-839.787
[1697.246]
1163.376
[1595.295]
-7592.691
[9807.537]
-3698.703
[2439.124]
-5919.471
[6061.203]
-2159.014
[14084.777]
1526.402
[16187.983]
8376.180***
[2223.986]
4050.646
[3180.496]
6705.950**
[2989.790]
1332.166
2683.841
[14844.368] [2951.337]
-4593.053
2242.24
[14931.813] [2533.316]
-225.449
[319.280]
-5363.491
[8851.576]
174.264
[142.053]
1126.89
[1566.126]
[214]
Poor
23.923
[665.867]
-0.892
[7.654]
Whole
Sample
Model
Rich*Dummy FullFull
2483.228
1747.731**
[1557.164]
[846.488]
-23.349
-17.119**
[15.584]
[8.328]
Rich
Province
Only
RichFull
2507.150*
[1429.433]
-24.242*
[13.786]
Poor
Province
Only
PoorFull
23.923
[657.045]
-0.892
[7.553]
-2101.268
[1959.161]
794.288
[5825.875]
-285.37
[2145.442]
-1306.98
[5571.615]
-2101.268
[1933.205]
-1792.893
[1788.102]
87.053
[212.427]
1950.517
[6426.071]
-801.108
[658.448]
1508.339
[2549.664]
-404.269
[368.048]
157.624
[6267.951]
-714.054
[632.900]
-1792.893
[1764.412]
87.053
[209.613]
-5.041
[4.493]
17.766
[13.929]
6.137
[7.342]
12.725
[13.389]
-5.041
[4.433]
-1709.12
[1615.801]
-2315.448
[4425.126]
2717.529
[4021.753]
-2560.523
[6810.199]
-187.852
[2079.895]
-3938.441
[2902.323]
1008.408
[3739.974]
-4875.971
[5256.825]
-1709.12
[1594.394]
-2315.448
[4366.498]
-1586.57
[2247.897]
-7728.254
[6462.077]
-3122.072
[2674.628]
-9314.825
[6152.403]
-1586.57
[2218.115]
-2221.737
[2147.831]
8996.111
[9099.524]
1967.436
[3560.811]
6774.374
[8979.462]
-2221.737
[2119.374]
2220.713
[1631.208]
2278.973
[3913.659]
2330.49
[6876.313]
-18820.948**
[9244.871]
4486.705
[3651.632]
-6955.796*
[3569.493]
4551.203
[6783.572]
-16541.975*
[8505.434]
2220.713
[1609.596]
2278.973
[3861.807]
-20.814
[18.671]
-121.57
[88.179]
-42.513
[29.462]
-142.384
[87.516]
-20.814
[18.424]
Interact Model
age
age squared
Previous
Experience
Ties to the
region
Enterprise age
Ent. age
squared
Position on
local Market
family firm
company
limited
Unlimited
partnership
civil law
Partnership
cooperative
distance from
city
[215]
Poor
-967.166**
[420.548]
2523.141
[4437.272]
1090.495
[1590.438]
3140.063
[2392.986]
Whole
Sample
Model
Rich*Dummy FullFull
-652.12
-1279.577**
[866.398]
[534.684]
-7953.918
-2871.24
[8743.351]
[4322.631]
-3694.233
571.427
[5681.551]
[2236.916]
4624.058
2801.958
[5815.045]
[2692.783]
Rich
Province
Only
RichFull
-1619.286**
[769.227]
-5430.777
[7650.481]
-2603.739
[5538.946]
7764.121
[5381.992]
Poor
Province
Only
PoorFull
-967.166**
[414.976]
2523.141
[4378.483]
1090.495
[1569.367]
3140.063
[2361.282]
-1122.974
[4190.953]
-5054.812
[10168.009]
-2915.222
[4855.725]
-6177.786
[9407.733]
-1122.974
[4135.427]
-2215.041
[3590.915]
-4326.46
[3305.966]
2592.625
[1683.782]
-4017.584
[9364.197]
-17121.936
[12772.391]
-6566.443
[4182.132]
-3302.457
[4455.974]
-4870.743
[5758.735]
-302.534
[2487.619]
-6232.625
[8782.371]
-21448.396*
[12528.343]
-3973.817
[3887.534]
-2215.041
[3543.340]
-4326.46
[3262.165]
2592.625
[1661.474]
-159.748*
[93.856]
200.885*
[115.027]
-25.547
[55.386]
41.137
[67.530]
-159.748*
[92.613]
-1912.327
[3928.881]
1084.647
[1722.795]
210.43
[3730.567]
2122.757
[1374.587]
14828.549
[11287.980]
2988.28
[4039.091]
13576.37
-1252.179
[11252.787] [2123.043]
15228.401**
[6851.433]
2903.644
[2457.365]
14089.179** -1139.222
[6735.781] [1693.596]
-514.506
[9255.640]
5367.254
[4297.290]
4390.796
[7255.504]
Interact Model
Enterprise size
ownership
internet
Broadband
animal origin
Products
secondaryprocessed
Beverages
Trademark
No. of Main
competitors
competition in
Price
2122.757
[1393.043]
competition in
services
-1252.179
[2151.548]
competition in
Quality
-1139.222
[1716.336]
competition
Novel Products 4905.301
[5883.812]
4905.301
[5805.858]
[216]
Whole
Sample
Model
Poor
Rich*Dummy FullFull
3208.438*
380.21
2885.171
[1862.799] [6079.570]
[2871.604]
1131.176
9206.492
7793.001
[3337.758] [9380.597]
[4768.458]
-452.309
-1972.354
-3448.77
[2734.045] [6885.605]
[3249.927]
-6600.508** -820.65
-5804.595
[3229.641] [7983.597]
[3834.470]
-3960.001
7164.805
-2364.786
[2837.151] [8688.956]
[3292.034]
356.509
-1495.901
1220.802
[1617.087] [7421.758]
[3569.590]
12133.332 -16640.746*
3818.879
[7613.062] [9710.799]
[4038.077]
1683.613
-2609.099
313.698
[1517.101] [4397.404]
[1899.377]
-134.354
-2855.972
-571.255
[1584.994] [4377.676]
[2588.190]
Rich
Province
Only
RichFull
3588.648
[5876.853]
10337.668
[8902.578]
-2424.663
[6417.489]
-7421.158
[7414.347]
3204.804
[8340.000]
-1139.392
[7355.718]
-4507.413
[6121.779]
-925.486
[4191.391]
-2990.327
[4143.916]
Poor
Province
Only
PoorFull
3208.438*
[1838.119]
1131.176
[3293.536]
-452.309
[2697.822]
-6600.508**
[3186.852]
-3960.001
[2799.562]
356.509
[1595.662]
12133.332
[7512.197]
1683.613
[1497.001]
-134.354
[1563.995]
448.821
[1528.661]
133.583
[4301.986]
576.558
[2182.191]
582.404
[4083.556]
448.821
[1508.408]
-1291.968
[1643.119]
-747.8
[4417.382]
-159.882
[1749.315]
-2039.767
[4163.973]
-1291.968
[1621.349]
6349.443*
[3339.157]
-17957.776
[19064.051]
299
0.23
-11423.405
[35873.601]
141
0.41
10693.742
[13471.900]
158
0.47
Interact Model
innovation
certiicates
licenses
Patents
financial Help
Tax Neg.
saPard
schooling
credit
distribution of
Products
Polish EU
Membership
rich Province
dummy
constant
observations
r-squared
10693.742
[13652.785]
299
0.43
[217]
Table A3. results of the tests used in computations of the large model
Cook-Weisberg test
for heteroscedasticity
using itted values
of proit per
employee in 2004
(dependent variable)
Ho:
constant
variance
chi2(1)
1101.57
Breusch and
Pagan Lagrangian
multiplier
test for random
efects
Chow test
without
province
dummy
proit_per_
employee_2004
[nscomm,t] = Xb
+ u[nscomm] +
e[nscomm,t]
chi2(1)
0.33
Tests interactions
model against the
full model
Tests
interactions
model against
the full model
f(50, 199) =
0.83
Prob > f =
0.7809
doi: 10.2478/eec-2013-0010
19 2013
Anna Szumelda
Abstract
he main concern of this article is to collect and discuss cases that are advanced
for and against small agricultural farms at the international level in the EU and the
national level in Poland and to make an assessment of these cases in the context
of sustainable rural development. cases concerning small farms and put forward
by diferent actors relect their visions of agriculture and rural development.
Taking a closer look at those cases is interesting in the context of sustainability
considerations, as there is a widespread programmatic demand for sustainable
rural development, but at the same time visions for rural development may difer
widely, and the question what exactly is meant to be sustainable oten remains
unanswered. Before the various arguments raised for and against small farms are
discussed, some evidence from two Polish rural regions is presented. he empirical
research was conducted in april and May 2012 in Eastern and southern Poland
in the context of my Phd-thesis. ater presenting statements made by Polish
smallholders, an assessment of the initially collected cases is made in the context
of sustainable rural development. a comparison of cases made for and against
small farms and indings from empirical research shows that small farms do in
fact have the potential to contribute to sustainable rural development.
220
Anna Szumelda
Introduction
When in 2004 and 2007 a total of twelve, mainly Eastern European countries
(EEc) joined the European Union (EU), not only did the EUs territorial
extent and the number of its people grow enormously, but so also did the
number of its agricultural holdings. and it was not only the number of
agricultural holdings that rose considerably, the diversity of rural areas,
cultures and the agrarian structure also increased substantially.
However, the New Member states (NMs) today display a wide variety
of agrarian structure, which also varies within the states themselves. While
e.g. there is a rather large-scale agrarian structure in terms of utilized
agricultural area (Uaa) in the czech republic, we ind a very small-scale
structure in Bulgaria and romania. at the same time, some countries show
pronounced diferences in the agrarian structure within the country itself
e.g. in Poland we ind rather big farms in the north and west of the country
and rather small ones in the south and east. hese diferences are related
to a large extent to the agricultural policy applied in the respective EEcs
during their socialist regimes and to the restructuring policy in the agrarian
sector ater the regime changes introducing among other things the
capitalist system, the free market economy and private property rights. But
they are also a legacy of historical developments dating back a long way.
regardless of the structural diferences among and within the NMss,
the last two eastward enlargements of the EU in 2004 and 2007 brought an
addition of millions of small farms into the EU by 2007, the number of
farms of a size of up to 5 ha had grown by 313 % to more than 3 million1.
although the main centre of small farms is in Eastern and southern Europe,
farms of this size are in fact found in great numbers throughout the EU, and
thus there is an intense political and academic debate on their future in the
EU and its individual member states (cf. inter alios davidova, fredriksson
and Bailey 2009: 2).
small agricultural farms are of interest for several reasons and there
are sound arguments which can be made for and against them. from
an economic point of view, small farms are considered to be ineicient,
1
221
222
Anna Szumelda
223
224
Anna Szumelda
European size Units express the standard Gross Margin generated on a farm, which
is deined as the value of output from one hectare or from one animal less the cost of
variable inputs required to produce that output. one EsU currently has the equivalent of
1200 (fadN 2010: 5).
6
according to agricultural statistics. Main results 200809. (EUrosTaT 2010),
published by the EUs statistics oice EUrosTaT, very small farms are those at an economic
size smaller than 1 EsU, while small farms are those at a size of 116 EsU (EUrosTaT
2010: 149). However, the same publication dedicates a chapter to small farms addressing
farms smaller than 1 EsU (EUrosTaT 2010: 40). finally, farms smaller than 1 EsU are
also termed subsistence farms (EUrosTaT 2010: 51).
225
226
Anna Szumelda
227
228
Anna Szumelda
9
he number of farms of a size up to 5 ha is nearly 1.58 million, representing almost
70 % of the total number of farms. his igure also takes into account farms smaller than
1 ha (GUs 2011a: 97).
10
in Poland voivodeships are administrative units at NUTs ii-level, widely used for
political and statistical purposes.
11
source: http://www.arimr.gov.pl/dla-beneicjenta/srednia-powierzchnia-gospodarstwa.html
229
EU-27
(all MS)
EU-12
(NMS)
Poland
1
2
3
95.5
data not
available
66.02
holdings
using >50 %
of production
for own
consumption
among holdings
<5 ha %
data not
available
74.03
89.7
38.0
49.3
68.6
46.6
81.0
79.5
68.5
68.0
52.8
holdings
using >50 %
of production
for own
consumption %
EU-27
(all MS)
EU-12
(NMS)
Poland
4
5
6
share of
share of UAA share of UAA share of UAA farmed by
UAA farmed farmed by
farmed by
holdings using >50 %
by holdings
holdings
holdings
of production for own
<5 ha %4
<1 ESU %
<8 ESU %
consumption %
8.4
6.8
22.5
data not available
18.6
15.2
42.95
11.16
17.6
10.5
48.4
5.9
230
Anna Szumelda
under diferent political and legal conditions. add to this diferent laws of
inheritance, and it is no surprise that a highly diverse agrarian structure
evolved. Especially in the austrian and russian territories in the south
and east, a great number of small farms arose from the implementation of
the right of primogeniture (cf. inter alios Buchhofer 1998; Jaworski, lbke
and Mller 2000).
ater Poland regained its national sovereignty in 1918 and a socialist
regime was established ater 1945, the attempt at collectivizing agriculture
failed in most parts of the country. When the market principles were
introduced in late 1989, the agrarian structure had hardly changed in
comparison with that of 1945. Unlike other socialist states such as the
soviet Union or the German democratic republic, Polish agriculture,
despite decades of eforts at collectivisation and nationalisation, remained
dominated by individual farms and a small-scale structure. at the same
time, the pronounced diferences within the country persisted under
socialism. in contrast to other formerly socialist states, the prevalence of
small farms in Poland ater 1989 was not an outcome of the privatisation
processes of collective or state farms and refunding activities, but the efect
of abandoned collectivisation and nationalization (cf. inter alios int. al.
Buchhofer 1998; Petrick and Tyran 2003; Pieniadz et al. 2010; swain 1999;
Ziemer 1987).
Today, small farms and the small-scale agrarian structure still prevail
especially in the eastern and southern parts of the country, although Polish
agriculture has been developing under the principles of the free market
economy since 1989 and under the rules of EUs caP since 2004. he
main reasons for preserving these structures are poor of-farm employment
opportunities, which are keeping people in agriculture, and a lack of
available farmland to increase farm size, which at the beginning of the
1990s was primarily available where former state farms were privatised.
other reasons which make farmers keep their land are a strong attachment
to land and inancial incentives due to direct payments from the caP.
an agricultural census. Between the censuses sample surveys are carried out every 2 or
3 years. he last sample survey was carried out in 2007 (http://epp.eurostat.ec.europa.eu/
portal/page/portal/farm_structure_survey/introduction). first results from the agricultural
census 2010 are already available, however not yet for each EU-member state, thus here
data from the 2007-survey is used.
231
232
Anna Szumelda
Economic Aspects
he bulk of the arguments made against small farms uses economic
aspects of farming, portraying small farms as an economically unwanted
phenomenon: Whatever the terms to describe subsistence agriculture,
the attributes ascribed to it are predominantly negative, at least in the
agricultural economics literature (rogers 1970; seavoy 2000) (Heidhues
and Brntrup 2003: 1f).
according to Heidhues and Brntrup (2003: 1), farming oriented
towards subsistence is usually seen as synonymous with backwardness and
ineiciency, holding down economic growth and economic performance
(cf. also abele and frohberg, 2003; Pieniadz et al. 2010; von Braun and
lohlein 2003). resources, especially of land and labour, are signiicantly
misallocated on small farms and could be allocated to more eicient
use (von Braun and lohlein 2003: 47; cf. also Kostov and lingard 2004;
Petrick and Tyran 2003). ineiciency is also reinforced, it is claimed, by
foregoing the beneits of comparative advantage, specialisation and division
of labour (Heidhues and Brntrup 2003: 1). Pieniadz et al. (2010: 137f)
ascribe the low productivity of agriculture in some EEcs to small farms,
taking the example of wheat- and milk-yields in these countries and in
Germany, showing that yields are much lower in the EEcs examined, and
demonstrating that where many comparatively small and ineicient milk
producers quit the market due to caP-requirements, milk yields and
quality are enhanced. he authors argue that the small-scale structure
and high labour intensity in some EEcs would complicate the adoption
of yield-increasing techniques and that there would be a high backlog in
substituting the labour force by capital. although more of proponents of
small farms, the authors of ENrd (2010: 18) also state that even though
[semi-subsistence agriculture] can act as a bufer against rural poverty, [it]
can nonetheless be ineicient and/ or even impede structural change.
Besides improving eiciency and competitiveness of the agrarian sector
in general, the economic performance of small farms should be enhanced,
it is suggested, in order to improve farmers income situation. farmers
little integrated into markets would generate only a small pecuniary
income from agriculture and would be prone to production risks that
cannot be bufered by functioning markets (abele and frohberg 2003:
233
iV; cf. also Petrick and Tyran 2003; Pieniadz et al. 2010). Besides that,
low levels of production and market integration could not be relied upon
to provide a continuous food supply to urban populations and would
trigger high price instability on food markets (Heidhues and Brntrup
2003: 1f; cf. also von Braun and lohlein 2003: 48). he persistence of
small farms would also be an impediment to the further development of
larger, commercially oriented farms and to economic growth in general
by withholding land and labour (cf. Petrick and Tyran 2003: 122; rosner
and stanny 2007). again, small farms would not only hinder the extension
of larger farms, diversiication opportunities for small farms would be
hindered by smallholders themselves as well as by certain characteristics
of their environments: he creation of [] enterprises oten requires
managerial and marketing skills and inancial capital, which semisubsistence producers lack. it may also depend on infrastructure which is
absent from the most remote rural regions (ENrd 2010: 19). here would
thus oten be a mismatch between those most in need of diversiication
(small, remote farms) and those with the human and inancial capital
required to pursue successful diversiication (chaplin et al. 2007) (ENrd
2010: 21).
as far as the economic aspects of agriculture are concerned, the
small-scale agrarian structure is complained about for Poland in general
by political as well as scientiic authors. he Polish rdsP 20072013 is
clearly in favour of accelerating structural change in Polish agriculture
which would make only slow progress due to a strong attachment to
the land (MrirW 2009: 6; my translation). it stresses the low eiciency
and competitiveness of Polish agriculture and ascribes its low labour
productivity to the small-scale agrarian structure, farmers poor inancial
assets, overemployment in agriculture, a low educational level of the rural
population and insuicient provision of modern equipment on farms
(MrirW 2009: 7; cf. also lerman 2002). hus, the agrarian structure
should be changed for the beneit of larger, economically oriented and
more productive farms as well as of-farm employment (lerman 2002: 42f).
Woek (2009: 4f) also deems it necessary to improve Polands agrarian
structure: during the debates over what is the most desirable structural
change in Polish agriculture, the answer is generally accepted, and states
that concentration is one of the main processes leading to an improvement
in the structure of peasant farming. However, concentration and structural
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Anna Szumelda
235
236
Anna Szumelda
is eagerly anticipated, Heidhues and Brntrup (2003: 16) state that they
fulil important functions which should not be neglected.
Economic Aspects
although many voices are being raised against the ineiciency of small
farms, Heidhues and Brntrup (2003: 16) argue that despite its low
eiciency [subsistence agriculture] may be the most rational answer to an
adverse environment and that a special non-economic mentality oten
associated with subsistence production should not be presumed (emphasis
in original), arguing with ruttan (1988) that one should try to understand
economic phenomena before making judgements about them. Economic
conditions which may make small-scale farming a rational choice are
e.g. high transaction costs relating to the purchase of inputs, the sale of
outputs, the employment of a labour force, risks of market failures and
uncertainty in the context of past and future policy interventions. other
factors that may also make small-scale farming an economic decision are
high costs for purchased food, poor of-farm employment opportunities
and low wages (ruttan 1988). although von Braun and lohlein (2003:
47) are talking of factor-misallocations in small farms in comparison to
a well-functioning market economy, they admit that indeed such a wellfunctioning market economy is not yet a reality in many parts of the food
and agriculture sector (emphasis in original). Petrick and Tyran (2003:
113) refer to economic advantages of farming based on own factors, as
owned land, family workforce, or farmers equity do not require permanent
payment and thus farmers do not need to generate suicient proits to
pay these factors. small farms equipment in buildings and machinery
also enables farmers to continue agricultural production, although further
farm investment would be unproitable, as investments once made count
as sunk costs and must not be regarded in decisions on the continuation of
production (Petrick and Tyran 2003: 113). as far as market participation
is concerned, davidova et al. (2009: 13) contradict the statement that
a small-scale agrarian structure would impede commercialisation of farms.
Moreover, they do not ind any evidence for land fragmentation acting as
a barrier to commercialisation, which may suggest that policies for land
consolidation, itself a very expensive and slow process, may not provide
such a strong boost towards market integration, at least for the small farm
237
sector itself, as had been hoped. similarly, van Zyl et al. (2000: 368) refute
the myth of large farm superiority and do not ind any proof that there are
eiciency gains from policies to promote larger, more mechanized farms
over smaller units. Woek (2009: 10) takes up the argument that criticism of
Polands unfavourable agrarian structure must not be attached to physically
small farms, as it would be questionable if low productivity and eiciency
can be attributed mostly to small, in terms [sic!] of acreage, farms. in the
context of rural economy, it is argued, the farming method used by small
farms creates assets needed for farm diversiication and the diversiication
of the rural economy, among which are scenic landscapes, unique animal
and plant species, high quality, organic or traditional food, all preconditions
for successfully establishing agro-tourism, creating higher value-added
products and developing other non-farm activities (cf. cooper, Hart and
Baldock 2009: 111f; van Huylenbroeck et al. 2007: 29f). finally, larsen
(2009) expresses the view that rather than perceiving semi-subsistence
farming as an economic problem, [] it should be embraced as a resource
for rural development (ENrd 2010: 19).
Social Aspects
he bulk of arguments made in favour of small farms refer to social aspects,
especially to their capacity as a bufer against poverty and a survival strategy.
Heidhues and Brntrup (2003: 16) argue that subsistence agriculture
constitutes a low-level but secure survival strategy, as it would oten be
the only way for rural people to survive under extremely diicult and
risky conditions. Provision of food and income at least at a basic level
would be most valuable in environments of weak or absent social safety
nets, high urban unemployment, weak non-farm rural economies and
tumultuous economic change, as witnessed in central and Eastern Europe
in the 1990s (ENrd 2010: 17; cf. also Jzwiak 2006; Majewski 2009;
Pieniadz et al. 2010: 141; Wilkin and Nurzyska 2012: 104; Woek 2009:
3). Majewski (2009: 128) warns of eliminating the agrarian component
of small farms highly diverse yet fragile income structure, which would
probably cause a considerable worsening of the overall income situation.
he importance of food self-supply for the survival of notably poor rural
households is emphasized by davidova et al. (2010: 12): he value of
income-in-kind is crucial for the rural poor []. Policies strongly in
238
Anna Szumelda
239
water, soil and air, biodiversity, unique animal and plant species, rural
landscapes, a mitigating impact on climate and resilience to looding and
ire. other public goods ascribed to small farms are indirectly related to the
environmental impact of agriculture among which are food security and
farm animal welfare and health (cooper et al. 2009: 15f; cf. also farmer
et al. 2008; Keenleyside et al. 2006; Beaufoy et al. 2008: 36f; Zmenk
2008). for this reason the Ecs directorate-General agriculture and rural
development (Ec dG aGri) argues that small farms have to be kept
because public goods cannot be delivered without the necessary farming
capacity being in place public money for public goods can only be
delivered where there is an agricultural presence to which this condition can
be attached (Ec dG aGri 2009: 2, emphasis in original; cf. also Pautasso
2010). Environmental beneits accruing from small-scale farming are also
taken up in the two main political documents for rural development in
Poland, the rdsP 20072013 and the rural development Programme
20072013 (MrirW 2010). Both documents underline the beneicent
role of small farms and traditional farming practices as well as threats to
habitats and species posed by abandoning agriculture: he existence of
some environmentally valuable habitats is not possible when traditional
farming will not be continued (MrirW 2009: 25, my translation; cf. also
MrirW 2010: 80). Upholding traditions in agriculture and rural ways
of life are also supported, as traditional agriculture as well as traditional
architecture and settlement structures would create the identity of rural
areas, their speciic aspects und their inimitable character, which have to
be saved (MrirW 2010: 118f; my translation).
240
Anna Szumelda
for the voivodeships lubelskie and Podkarpackie the respective igures are 7.46 ha
and 4.54 ha for average farm size (http://www.arimr.gov.pl/dla-beneicjenta/sredniapowierzchnia-gospodarstwa.html), 38.8% and 33.2% for the share of employment in
agriculture, 13.1% and 15.4% for the registered unemployment rate and 80.3% and 75.9%
for the disposable income per capita (GUs 2011b: 45, 73, 93).
241
242
Anna Szumelda
Besides that, the few of-farm jobs on ofer would usually be low-paid
but would nevertheless require long working hours and absence from
home. compared with the self-determined and diverse work on the farms,
they were considered rather unattractive. Nonetheless almost all farmers
expressed their need to improve their income situation and their wish
to be better paid for farming. in fact, where additional of-farm income
is not available, households sufer from a precarious income situation.
hus, signiicant inancial diiculties are the main argument which was
mentioned that speaks against small farms. furthermore, as small-scale
farming is of low proitability, especially young people see no future in
agriculture, and so are not keen to make it their career.
Beneicial environmental efects ascribed to traditional, extensive
farming are also conirmed as almost all farmers emphasised the
environmental and cultural damage caused by intense farming and
contrasted them with the high values created by their own type of extensive,
low-input farming. However, creating environmental beneits in fact
cannot be exclusively attributed to farms small in acreage: Most of the
interviewed farmers did indeed operate on small areas, but there were
also some farms of over 10 ha or even 25 ha, using extensive farming
methods. Negative environmental and social efects of caP-eforts to
intensify and concentrate agriculture become apparent in an increase of
fallow meadows and pastures in the region of lubartw and grassland
under environmental protection in the region of Krosno, the reason in
both regions being that it was the caP-regulations that made many milkproducers quit production. Even if ecologists opinions on fallow land may
difer, fallow land is obviously harmful to the self-conception of farmers:
Many owners of practically unfarmed land, though under environmental
protection, nevertheless regarded this situation as a symbol of the decline
of farming culture or did not consider themselves as real farmers.
243
244
Anna Szumelda
this theoretical background, as far as the Polish rdsP and its claim for
sustainable development is concerned, it leaves the reader feeling that there
is a bias towards economic aspects, while environmental and social aspects
remain underrepresented. although beneicial environmental and cultural
efects of traditional farming are recognised and the strategic vision to keep
the liveliness of rural areas (MrirW 2009: 44; my translation) is expressed,
yet the strategy primarily aims at structural change and an increase in the
eiciency, productivity and thus competitiveness of agriculture. at the same
time, evidence from empirical research shows that small-scale farming
does have the potential to contribute to a sustainable rural development by
integrating economic, social and environmental aspects: it pursues a sort
of economic action which at the same time provides essential social and
cultural beneits, makes cautious use of natural resources and takes care
of the wellbeing of living creatures. it also contributes signiicantly to the
realization of the vision of vivid rural areas as it counters depopulation.
However, the low proitability and poor economic performance of small
farms, which at least potentially threatens its owners and their families
by poverty, in many cases must be admitted. Yet the negative assessment
of small farms economic performance, which is thought to be in urgent
need of improvement in the rdsP and several other publications, primarily
comes about because in the context of market-driven and globalized
economies of scale and caP-regulations it was decided not to pay farmers
for what they produce beyond food and ibre but only for a certain quality
standard (and amount) of products which small-scale farmers usually lack.
it is also oten based on comparisons of yields respectively produced in
Poland and the NMs to those produced in the old EU-member states,
which only take into account the amount of produce, but do not consider
natural conditions, which may vary widely among the regions, and also
do not ask whether it is worth striving for higher yields at all, as the price
paid for this efort in the currency of environmental and social damage and
farm animal mistreatment might be high. if the integration of economic,
social and environmental concerns, as called for in the Brundtland report
in order to achieve sustainable (rural) development, were taken seriously,
some currently unwanted aspects of small-scale farming would be classiied
as sustainable, while the sole concentration on economic performance
would appear to be less favourable.
245
References
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Eastern Europe: How to break a vicious cycle?, Halle/ saale: institut fr
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Braun, J. von and lohlein, d., 2003. Policy options to overcome subsistence agriculture
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Legislation
commission regulation (Ec) No 1121/2009
council regulation (Ec) No 1698/2005
dz. U. Nr. 170, poz. 1051: dziennik Urzdowy Nr. 170, pozycja 1051 (oicial
Journal No 170, position 1051)
European council (Gothenburg), 15 and 16 June 2001: Gothenburg strategy
European council (lisbon), 23 and 24 March 2000: lisbon strategy
Websites
http://www.arimr.gov.pl/dla-beneicjenta/srednia-powierzchnia-gospodarstwa.
html (accessed 26 september 2012)
http://epp.eurostat.ec.europa.eu/portal/page/portal/agriculture/data/database
(accessed 26 september 2012)
http://epp.eurostat.ec.europa.eu/portal/page/portal/farm_structure_survey/
introduction (accessed 26 september 2012)
doi: 10.2478/eec-2013-0011
19 2013
Elwira Piszczek
252
Elwira Piszczek
a review of the last of these books appeared in Eastern European Countryside (2011/17),
cf. Piszczek Tradition and Modernity in South-Eastern Europe the Balkan Countries search
for their own way of Social Development in a Modern, United Europe, pp. 151158.
2
Land-Berichte. Sozialwissenschatliches Journal is a German academic periodical,
edited by a team including Gerd Vonderach (editor-in-chief), Karl friedrich Bohler and
anton sterbling, devoted primarily to the history and modernity of rural areas, not only
in Germany. More detailed information about the periodical in EEC 2007/13, pp. 187188.
253
subject. here are also references to the authors other texts on a similar
topic.
as has already been mentioned, in the irst, historical section, Vonderach
recalls the so-called classics of research and classical studies on the problem
of unemployment. He talks about ignaz Jastrow, the creator of concepts
such as the labour market (the manpower market) and accountability.
He initiated the systematic collection and analysis of data concerning the
labour market, which he irst published in the soziale Praxis periodical
and subsequently in a periodical founded by him, der arbeitsmarkt
(which he edited until 1903). he author presents a proile of Jastrow
using biographical data. He underlines his role in designing studies about
the labour market as well as pointing out his innovative role in creating
employment policy. he period of Jastrows academic work was connected
with dynamic changes since as Vonderach notices the 19th century in
Germany saw a signiicant rise in birth rate and in its second half a rapid
development of industry as well as changes in the countryside. New,
interesting phenomena emerged, such as the wandering from enterprise
to enterprise in search of work, oten as poor wanderers described by
the special term Umschau.
apart from introducing the classic pioneer of market research,
Vonderach also presents classic studies on these matters. his is the
Marienthal-studie research concerning unemployment (apart from a work
which appeared in Great Britain at the same time, he unemployed man3)
which continues to be widely quoted and concerns psycho-social issues
connected with unemployment. he research which took place in the
small village of Marientahl outside Vienna became an illustration of
unemployment problems which grew ater the first World War and
during the great crisis, reaching its peak in 1933. it shows the extent
to which quality data can contribute to oicial statistics. researchers
devoted much time to acquiring the trust of the village inhabitants and
consequently collected unique information. a researcher quoted by the
author notices that they began not so much with a ixed theory or method
but with a list of open questions. from todays perspective we can say
that that research reminds us of the approach of the so-called grounded
3
254
Elwira Piszczek
255
nor full-time housework or men who feel comfortable not only identifying
themselves with professional work and for whom material goals are not of
primary importance. his is a miscellaneous group about whom the author
writes: for some, such a way of earning money is a hedonistic lifestyle, for
others a way of turning to less traditional professional roles and for yet
others it is simply an interruption in normal full-time professional work
whereas many may be classiied into a category created by the author: the
neue Selbstndige5.
he ideal type of neue Selbstndige is someone who discovers an
interesting occupation for him/herself, combining professional and daily
life. his is a way of life and such activity partly exists within the informal
market (the grey zone). he economic aspects of such an undertaking are
important but even more so their social and cultural aspect. of course the
best scenario would be if dreams, ideas and interests were to it in with
professional activity and provide suicient income. Vonderach notices
that people undertaking such work do not feel too comfortable within the
formal restraints of principles, rules and demands of the labour market and
in his opinion it is worth helping such entrepreneurs (hence an appeal to
politicians and reformers).
he next section is about individual strategies of coping with the
diicult moments in professional life. he author refers to quality research
as a type of answer to the surplus of rigid statistics and the overlooking of
rural areas in analyses of unemployment and the labour market.
as Vonderach notices, the mid-eighties in Germany saw an aboveaverage rise in unemployment both in the industrial sector and in rural
areas. hese processes proved so interesting to researchers that they gave
rise to the creation of quality studies on the long-term unemployment of
young people in three rural areas. a similar project was undertaken 10 years
later. Quality research (interviews) provides access to new, fascinating facts
which elude standard quantity research. While discussing such studies
he indicates their shortcomings, e.g. the very low number of interviewed
people (in the alheit/Glass project) or the concentrated attention on the
young inhabitants of large towns while ignoring rural areas.
he following text in this chapter is devoted to professional
rehabilitation, understood as every possible means of help in getting and
5
256
Elwira Piszczek
ibid., p. 98.
ibid., p. 118.
ibid., p. 122.
257
258
Elwira Piszczek
Germany. Vonderach also shows the new role of actors farmers becoming
guardians of nature. here is a Polish accent here the study of the case
of Edmund Jereczak, a doctor from Poland who, ater studying medicine
in Gdansk (where he met his wife who came from Eastern Prussia) and
having experienced Polish socialism escaped to Germany in 1958.
he author introduces Herbert Ktter, a representative of rural
sociology. as Vonderach presented a proile of this outstanding German
rural sociologist in Eastern European Countryside10, we shall omit an
analysis of that part of the book which concentrates on questions raised
by Gerd Vonderach, referring to where rural sociology is heading. He
stresses that despite the numerous changes acting in a unifying manner
on both town and country, the decline of rural sociology as a subject
taught in agricultural studies in Germany there continues to be a need
for analysis in the ield of rural sociology in particular. it should involve
current questions concerning food quality, the ethical aspects of animal
husbandry, the rapport between man and animal, the ecology of farms
or, more generally, the issue of nature conservation from the agricultural
point of view, landscape conservation, the feminisation of farming, farmers
education, multi-professionalism and diversiication of incomes among the
rural population, etc. only a few of the problems which rural sociology
could and should in the authors opinion deal with, have been mentioned.
it would be diicult to give a negative answer to the authors question,
being the title of one of the chapter sections, about whether there are still
interesting research topics for rural sociologists (Gibt es fr Landsoziologen
keine interessanten hemen mehr?)
he analysed books, particularly Arbeitsmarkt are yet further proof
that some current highly popular theories and research methods (i refer
speciically to grounded theory) derive from those applied much earlier,
but under diferent names. Vonderach seems to apply a speciic role to
typologies which are very useful to put in order quality material acting as
a counterbalance and complement to rigid quantity data.
it also seems that Vonderach is relatively critical as regards statistical
data in general, preferring the so-called sot style of sociology in the
description of the discussed phenomena. hat does not mean that he is
10
259
doi: 10.2478/eec-2013-0012
19 2013
Magdalena Sternicka-Kowalska
Kulcsr, l., Kulcsr, l. Jr. (eds.), (2010). Regional Aspects of Social and
Economic Restructuring in Eastern Europe: he Hungarian Case. Budapest:
Hungarian central statistical oice, pp. 284.
regional statistics, (2011). Journal of the Hungarian Central Statistical
Oice. Vol. 14 (51), special issue 1/2011. Budapest: Hungarian central
statistical oice, pp. 148.
space plays a very important role in shaping the nature and dynamics of
economic development processes. he economic situation and dynamics
of the individual spatial units, however, have a signiicant impact on the
level of the populations standard of living. for this reason, the territorial
dimension of social phenomena and processes is one of the more popular
subjects of theoretical analysis and empirical studies. his popularity is also
associated with the issue of European integration, where the problems of
regional development, particularly its spatial variation, are deined as key
issues. Equalizing development disparities which exist between the various
regions is considered to be the main goal of the activities undertaken in
the framework of EU regional policy.
Both books discussed here: Regional Aspects of Social and Economic
Restructuring in Eastern Europe: he Hungarian Case and regional
statistics, special issue 1/2011, focus on the spatial aspects of social,
economic and demographic changes in Hungary. hese overviews are
262
Magdalena Sternicka-Kowalska
263
264
Magdalena Sternicka-Kowalska
265
266
Magdalena Sternicka-Kowalska
267
studies carried out in Hungary, the authors show that the obvious and oten
emphasized relationship between the age structure and socio-economic
development of the regions is not in fact so simple a young age structure
is not always equal to economic development, and is more complex.
here is also an article on the issue of neighborhood in the journal
(Zsia fbin he role of neighbourhood in the regional distribution of
Europe). he author stresses its importance in regional analyses and tries
to answer the question to what extent neighbouring regions in Europe
are similar to each other in terms of economic development (p. 122).
he other studies also focus on the various socio-economic processes
that imprint their mark on space. one of them describes the regional
diferences of the labour market by concentrating on employment among
those with romanian citizenship (Nndor Nmeth, andrs csite, kos,
Jakobi Employees with Romanian citizenship in Hungary). in another,
researchers look for the impact of the development of settlements that
ofer health oriented tourism in Hungary on the local community and
economy (Gbor Michalk, Tamara rtz, Gza Tth, ron Kincses, Bla
Benk Research on the quality of life in the spa towns of Hungary). he
last article describes the spatial structure of the industry in Hungary,
analyzing it in the context of the recent economic crisis, which, according
to the authors, did not signiicantly afect the changes within it (Gyrgyi
Barta, Hajnalka lcsei, he efect of the recent economic crisis on the spatial
structure of Hungarian industry).
Both publications take into consideration the spatial aspects of the
economic, social and demographic processes. although some of the ideas
contained in the studies may seem rather obvious and not very innovative
(e.g. the inverse relation between educational and unemployment rate,
p. 224), presenting them together in these publications allows us to become
aware of the variety and versatility of the areas of life in which the various
processes manifest themselves in space. Many of the analyses collected
here illustrate the spatial diversity of the level of development in Hungary
in various dimensions and indicate the multiplicity of conditions and
factors associated with them. he number and nature of the themes cause
awareness of the complexity of the issues, thus justifying the need for
a comprehensive and multidisciplinary approach to the analyzed issues
by the authors.
268
Magdalena Sternicka-Kowalska
doi: 10.2478/eec-2013-0013
19 2013
Monika Kwieciska-Zdrenka
reports are inanced by the foundation for the development of Polish agriculture,
fdPa. he fdPa is the oldest Polish rural foundation which came into being ater 1945.
in 1988 it became an independent NGo. a full list of the reports to date appears in the
bibliography.
2
he Polish countryside 2012, p. 7.
270
Monika Kwieciska-Zdrenka
all these aspects as a whole3 and complex, i.e. all the signiicant areas of
rural development are the subject of the analysis. he report must also
be synthetic graphs, tables and short, understandable comments to the
data cyclical (it comes out every other year) and published in both
Polish and English; which broadens the readership of these publications4;
reaching various circles: academics and students, journalists, politicians,
local government representatives and agricultural consultants.
in addition to documentation regarding demographic change,
agriculture and other areas of the rural economy, the socio-professional
structure of rural inhabitants, environmental issues, typical for this type of
work, each volume contains special themes, referring to other signiicant
development problems or connected with an important event (e.g. EU
accession was highlighted in the 2006 and 2010 reports). he last one
discussed the situation of young people5 and their opportunities as well as
the spatial diversiication of the Polish countryside. Earlier reports included
special topics such as: in 2010 the evaluation of the consequences of
EU integration ater 5 years and that of transformation 20 years from its
beginning as well as cultural changes in the countryside; in 2008 the issue
of rural potential, i.e. rural inhabitants possibilities of getting organised and
their presence in the public sphere; in 2006 the irst evaluation of results
of EU integration as well as self government, economic diversiication,
land cultivation, a vision of the countryside and agriculture from a wider
perspective of change in Poland; in 2004 an evaluation of the efects of
introducing pre-accession programmes (mainly saPard) and the problem
of regional and traditional products; the 2002 report revealed the internal
diferences in the countryside and the contrasts between it and the city
in the economic, social, demographic and natural proiles. in addition to
a complex and synthetic view of the countryside, the irst report in 2000
discussed rural poverty and hardship.
271
272
Monika Kwieciska-Zdrenka
273
274
Monika Kwieciska-Zdrenka
a solution and justiication of this thesis can be found in the article by this author
in the current issue of EEc.
275
References
Wilkin J., Nurzyska, i. (eds.) 2012. he Polish Countryside 2012. A report on the
state of the countryside, Warsaw: scholar Publishers.
rural Poland 2012. rural development report. English version, www.fdpa.org.pl.
Wilkin J., Nurzyska, i. (eds.) 2010. he Polish Countryside 2010. A report on the
state of the countryside, Warsaw: scholar Publishers.
rural Poland 2010. rural development report. English version, www.fdpa.org.pl.
Wilkin J., Nurzyska, i. (eds.) 2008. he Polish Countryside 2008. A report on the
state of the countryside, Warsaw: scholar Publishers.
rural Poland 2008. rural development report. English version, www.fdpa.org.pl.
Wilkin J., Nurzyska, i. (eds.) 2006. he Polish Countryside 2006. A report on the
state of the countryside, Warsaw: scholar Publishers.
rural Poland 2006. rural development report, English version, www.fdpa.org.pl.
Wilkin J., Nurzyska, i. (eds.) 2004. he Polish Countryside 2004. A report on the
state of the countryside, Warsaw: scholar Publishers.
rural Poland 2004. rural development report, English version, www.fdpa.org.pl.
Wilkin J., Nurzyska, i. (eds.) 2002. he Polish Countryside 2002. A report on the
state of the countryside, Warsaw: scholar Publishers.
276
Monika Kwieciska-Zdrenka
doi: 10.2478/eec-2013-0014
19 2013
Monika Kwieciska-Zdrenka
278
Monika Kwieciska-Zdrenka
279
280
Monika Kwieciska-Zdrenka
281
first of all: WG 3: facilitating change and innovation (3), WG 14: Population and
rural society (5), WG 32: rural sustainability, food Production and Global Environmental
change (4), WG 56: New communication Technology, social Networks and rural
development (3), WG 60: applied rural sociology (2), WG 65: Multiple Marginalized
Groups in rural areas (5), WG 67: farm diversiication and rural sustainability (2),
WG 70: financial crisis and rural resilience in the Global North (3), WG 76: open
streams (3)
2
in: WG 1: Territories, rural development and social actors, WG 2: Globalization
of agri-food and labour, WG 8: local food Products and conlicts around Quality
construction, WG 11: from New country-to-city linkages to archipelago Models, WG 16:
ruralities Between Virtual discourses, social imaginaries and Urban consumptions (2),
WG 18: Breaking through disciplinary Boundaries to address complex rural dynamics,
WG 19: Quality of Work, Job satisfaction and Well-being among Women in rural areas,
WG 27: societal Transformation through organic agriculture and food systems (oafs),
WG 28: development disputes and diversity in Mining-afected rural communities,
WG 31: Youth in rural Territories, WG 34: civil society Participation in sustainable
Territorial development approaches, WG 38: response strategies of social Economy
and the contribution of social organizations of the rural World, WG 43: consuming
the rural: food, Nature and space, WG 53: Human dimensions of livestock farming
systems, WG 62: forest ownership and challenges for forest Policies and Management of
forestry, WG 64: New forms of consumer-Producer cooperation within food Networks:
comparing Experiences in the North and south, WG 71: he social organization of agrobiodiversity, WG 73: Work Horse to Hobby Horse.
282
Monika Kwieciska-Zdrenka
However, those authors pointed out that the perception of that kind of
thinking about development can be diferent for various actors of rural
life and hence important goals of research of the rural environment can
be (as in the case of that team) a re-creation of that category and a reply to
questions regarding the role of economic rationality, ecological awareness
and social relations in farmers decision- making processes.
he importance of such research was also underlined by J.Zivanovic
Milijkovic, in the context of large development diferences in the rural
areas of serbia, connected with intense urban and industrial processes,
which brought about the departure of the rural population to towns, which
with the ageing of the population, fragmentation of farms, geographically
diicult terrain, brings about a considerable weakening of the socioeconomic and cultural fabric of the countryside.
he problem of sustained development was also discussed in relation
to narrower issues, e.g. the perception of climate change (B. Megyesi).
Megyesis analysis was based on ostroms theory about nested institutions,
according to which diferent participants of social reality are interconnected
and their decisions and actions nested within them. such a perception of
rural space allows for the understanding of how both formal and informal
institutions shape their reactions regarding the challenge of climate change.
his is in some measure a development of the problem raised by Gorlach
and his team.
he sustained development of rural areas was also analysed in the
context of the conlict between environmental needs and socio-economic
needs using the example of a gold mine and forestry management. he
romanian researcher, T. capota showed how the implementation of the idea
of sustained development frequently has little in common with responsible
development but rather with how inluential are those who try to convince
others about their way of understanding functional development for their
own community. similar reasons can be found in the discussion concerning
forestry management in Estonia (P. Pllume, H. Korjus).
he presentation of d. oBrien and V. Patsiorkovsky was a continuation
of this discussion in that they concentrated their analyses on the life
strategies of rural inhabitants. he authors portrayed the relationship
between changes at the macro-economic and macro-social level and that
of the concept of sustained development. oBrien and Patsiorkovsky are
convinced that it was the stability of inancial institutions in the irst decade
283
of the 21st century which inluenced rural inhabitants to have such a vision
of development: a transition from a survival strategy to a development
strategy.
he second problem presented by those researchers focussed on the
possibilities of endogenous development and an analysis of the development
potential of rural areas. here was a discussion about the problem of
programmes of development realized by local action groups (d. Miloslav),
the inhabitants social and civic involvement (a. sitek), the inluence of
selected groups of inhabitants on the development direction of rural areas
(women entrepreneurs o. Gergely, youth M. Kwieciska-Zdrenka), the
efects of farm diversiication, the innovation of implemented solutions (e.g.
social enterprises in the romanian countryside c. Petrescu, i. Petrescu)
as well as the sources of supporting that potential (the role of researchers,
research in action, practical applications of academic solutions). in that
context there was also a discussion about the role of modern technologies
in supporting local development and levelling the diferences in access to
education and knowledge (a. Pluskota, a. Pokorska, s. doneddu).
he third group of problems concerned demographic phenomena
observed in rural communities: the ageing countryside, gender disproportion,
rural depopulation and the increased mobility of inhabitants.
Negative demographic tendencies and consequently economic ones in
the countryside were demonstrated using the example of villages in croatia
(d. Zutinic), slovenia (M. erni isteni, s. Kneevi Hoevar), lithuania
(a. Zobena, a. Benga, i. lace), Hungary (l. Kulcsr, c. obdovics) and
Germany (s. stedfeldt, s. Khntopf). he main negative tendencies lie
with the ageing and depopulation of the countryside (croatia) and gender
disproportions (Germany). demographic problems vary according to
the location of the rural areas they are least experienced in suburban
villages. his is diferent in areas which are at a distance from towns but
which also have a slower level of growth that is where migration is higher
and oten afects select groups (e.g. 1829 year-old women s. stedfeldt,
s. Khntopf). a signiicant factor intensifying the negative demographic
tendencies is also the size of the village that was pointed out by the
Hungarian researchers (l. Kulcsr, c. obadovics), who noticed a link
between the size of a rural settlement and the possibilities of social and
inancial development.
284
Monika Kwieciska-Zdrenka
see the text on this subject in the current issue of EEc (M. erni isteni, duka
Kneevi Hoevar, intergenerational assistance on family farms in slovenia: Expectations
and Practices).
285
doi: 10.2478/eec-2013-0015
19 2013
ukasz M. Dominiak
anton tefnek was born on 15th april 1877 into a village cobblers family
in the village of Wielkie lewary in Moravia. When he was 10, his family
who sufered health and inancial problems moved to drsing in austria.
hat was where the young boy inished his primary schooling in German
and where the local priest having noticed his talent urged antons parents
to send him to secondary school in Vienna with his inancial assistance.
hat was a turning point in tefneks life as he had until then been
training to become a cobbler and his familys inancial means did not
allow for the planning of an alternative career. However, good luck alone
was not suicient for a teenage boy from the Moravian countryside to
ind the beginning of his career in the school discipline of the Viennese
metropolis. it was no doubt his adaptability in conditions of a culturally
and linguistically diverse environment which had been cultivated since
his early childhood spent in the Moravian multi-ethnic and multi-faith
countryside. Both there and in drsing tefnek had a good social life,
making friends with the altar boys. He learnt how to distinguish the
complicated religious and cultural mosaic of the austro-Hungarian Empire.
He declared his ailiation with the slovak catholics and assumed slovak
national identity through his German language education and internalizing
German culture.
in all, he spent 16 years in Vienna. While still at school he had to start
working, mainly as a private coach to support himself and his parents. He
passed his matriculation examination with good results and during his
288
ukasz Dominiak
289
and continued his research focus in the area of sociography and ield
research. hat resulted in the publication in 1945 of his chef doeuvre he
foundations of sociology in slovakia.
He continued working at the university until sociology was done away
with in 1950 for political reasons.
at that time a generation of young slovak sociologists came to
prominence. (P. Gula, a. Hirner), who difered from tefnek in many
ways but nevertheless a certain continuity was maintained. at that time
the number of slovak sociologists among the staf grew, the periodical
(sociologick sbornik 19451948) was reactivated and tefnek hoped for
the post-war revival of that discipline in his country. However, the growing
aversion of the administration led to the closure of academic activity of
bourgeois sociology in spite of protests and the domination of this
ield by historical materialism until the mid-sixties (strmiska, Vavakova
1990). in March 1949 anton tefnek was sent away to retire. He died on
29th april 1964 in iar.
References
strmiska, Z. and Vavakova B., 1990. Sociology in Czechoslovakia. in: Jiri T. Kolaja,
Man s. das (eds.), Glimpses of sociology in Eastern Europe, New delhi, pp.
65110.
Wincawski, W., 1991. Lud, nard, socjologia. Studium o genezie socjologii sowackiej
(he people, the nation, sociology. A study about the Genesis of Slovakian
Sociology), Toru: UMK, pp. 117154.
AUTHORS
annemarie Burandt
leuphana Universitt lneburg,
annemarie.burandt@uni.leuphana.de
Majda ernic isteni
Biotechnical faculty, ljubljana University, slovenia
majda.cernic.istenic@bf.uni-lj.si
Nata ciric
Ministry of Economy and regional development of the republic of serbia,
nata.ciric@gmail.com
octavian cocos
University of Bucharest, faculty of Geography,
octaviancocos@yahoo.com
ukasz M. dominiak
institute of sociology, Nicolaus copernicus University,
lukasz.dominiak@umk.pl
duka Kneevi Hoevar
Biotechnical faculty, ljubljana University, slovenia
Karel Janda
research school of Economics and centre for European studies at australian
National University, faculty of finance and accounting, University
of Economics, Prague and institute of Economic studies, faculty of social
sciences, charles University in Prague and ailiate fellow at cErGE-Ei,
Karel-Janda@seznam.cz
Kinga Kerekes
Universitatea Babes-Bolyai, cluj-Napoca,
kinga.kerekes5@gmail.com
andrzej Kaleta
institute of sociology, Nicolaus copernicus University,
kaleta@umk.pl
292
authors
Monika Kwieciska-Zdrenka
institute of sociology, Nicolaus copernicus University,
monika.kwiecinska@umk.pl
friederike lang
leuphana Universitat luneburg,
friderike.lang@uni.leuphana.de
Gabriela Manea
University of Bucharest, faculty of Geography,
maneagabriela2002@yahoo.com
Marian Marin
University of Bucharest, faculty of Geography,
marin_marian@yahoo.com
Elena Matei
University of Bucharest, faculty of Geography,
No1. N. Balcescu avenue, sector1, Bucharest,
e_matei58@yahoo.com
Bernadett Pakucs
Universitatea Babes-Bolyai, cluj-Napoca,
pakucsbernadett@yahoo.com
Elwira Piszczek
institute of sociology, Nicolaus copernicus University,
elwirapi@umk.pl
Gordon rausser
department of agricultural and resource Economics,
University of california, Berkeley,
rausser@berkeley.edu
lela ristic
University of Kragujevac faculty of Economics,
lelaristic1@yahoo.com
regina schrader
leuphana Universitat luneburg,
regina.schrader@uni.leuphana.de
authors
Magdalena sternicka-Kowalska
department of sociology, University of Warmia and Mazury, olsztyn
sternicka.magda@gmail.com
Wadim strielkowski
institute of Economic studies, faculty of social sciences,
charles University in Prague, strielkowski@fsv.cuni.cz
Krystyna szafraniec
institute of sociology, Nicolaus copernicus University,
krystyna.szafraniec@umk.pl
anna szumelda
institut fr Nachhaltigkeitssteuerung,
leuphana Universitt lneburg,
anna.szumelda@uni.leuphana.de
anja hiem
leuphana Universitat luneburg,
anja.thiem@uni.leuphana.de
adrian Tiscovschi
University of Bucharest, faculty of Geography,
No1. N. Balcescu avenue, sector1, Bucharest,
tiscovschi@yahoo.com
iuliana Vijulie
University of Bucharest, faculty of Geography,
iuluiana911@yahoo.com
Milica Vujicic
state University of Novi Pazar department of Economics,
vujicicmilica@yahoo.com
Grzegorz Zabocki
institute of sociology, Nicolaus copernicus University,
grzegorz@umk.pl
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Kostova Dobrinka institute for the study of society and Knowledge, Bulgarian
academy of sciences, soia, Bulgaria, kostov11@abv.bg
Multi-cultural relations in rural Bulgaria, No. 12 (2006)
diversity and inequality in rural Europe he Bulgarian case, No. 18
(2012)
Kovcs Dezs szent istvn University of Gdll, Hungary,
kovacs.dezso@gtk.szie.hu
rural issues from the Gender perspective in the New democracies during
and ater Transition, No. 13 (2007)
Kovcs Katalin centre for regional studies, Hungarian academy of sciences,
Pcs, Hungary, kovacsk@rkk.hu
social and administrative crises interlocking: he Misery of rural Peripheries
in Hungary, No. 16 (2010)
Kovcs Terz centre for regional studies, Hungarian academy of sciences,
Pcs, Hungary, kovachst@rkk.hu
diferent disparities between the Hungarian Urban and rural areas during
the New capitalism, No. 14 (2008)
Kozhuharova Veska institute of sociology, Bulgarian academy of sciences,
Bulgaria, stanka_dobreva@yahoo.com
he Bulgarian Village Today and the Paradoxes of the hird age, No. 13
(2007)
Krzyaniak Justyna M. foundation of assistance Programmes for agriculture
(faPa), Warsaw, Poland, j.krzyzaniak@fapa.org.pl
EU funds for the Polish countryside and agriculture, No. 17 (2011)
Kuerov Eva department of Humanities, University of life sciences, Prague,
czech republic, kucerova@pef.czu.cz
rural anticipation of the Welfare state in the czech republic, No. 10 (2004)
Kulcsr J. Lszl department of sociology, anthropology and social Work,
Kansas state University, Usa, laszlokulcsar@yahoo.com
Public Perceptions of Population changes in Hungary, No. 15 (2009)
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Tradition and Modernity in the romanian rural space. case study: the arges
sub-carpathian foothills, No. 19 (2013)
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