Managing Built Heritage The Role of Cultural Values and Significance

This new edition examines management of built heritage through the use of values-led decision making, based on an understanding of the significance of the cultural asset. It considers how significance is assessed and used as an effective focus and driver for management strategies and processes.

The authors consider key policies and procedures that need to be implemented to help ensure effective management.  The book will be useful for specialists in built heritage - conservation officers, heritage managers, architects, planners, engineers and surveyors - as well as for facilities and estates managers whose building stock includes protected or designated structures or buildings in conservation or other historic areas.
       

• describes management strategies and tools for a wide range of built heritage assets
• a reflective and informative guide on current conservation management
• explains how understanding and using conservation values (significance ) is  essential to the protection  of the built heritage
• uses real-life examples to draw out best practice

Stephen Bond runs UK-based consultancy, Heritage Places, providing advice for the historic environment to national and local government, management and institutional clients, and charitable trusts. In the 1990s, he undertook a seven year secondment to Historic Royal Palaces, initially as its Surveyor of the Fabric, and subsequently as Director of the Tower Environs Scheme - a major regeneration scheme focused on the urban setting of the Tower of London. Today he works throughout the UK and on international projects, most recently providing heritage input into area-wide plans and capacity building programmes in Africa, Asia and Europe. He was involved with the Masters Programme in Conservation of the Historic Environment at the College of Estate Management for more than 20 years, lectures widely on heritage matters, and holds an honorary doctorate from De Montfort University.

Derek Worthing has a professional background as an academic and a  Chartered Building Surveyor. Until recently he was Head of the School of Land and Property Management at the University of the West of England where he was also co-director of the Centre for the Study of Sustainable Buildings in the Faculty of the Built Environment. He has carried out consultancy work in relation to the built cultural heritage for a number of national UK heritage organisations and has published research papers in relation to conservation plans and the maintenance and repair of listed buildings. He now works as a consultant and as a visiting professor at Uppsala University in Sweden where he has carried out research on the sustainable management of built cultural heritage as well as work on conservation plans for the Swedish Heritage Board.

About the Authors ix

1 Introduction 1

Note 3

References 4

2 Heritage Assets: Their Nature and Management Implications 5

Introduction 5

Some introductory thoughts about heritage assets 6

Heritage assets and their management implications 8

Owners, managers and management approaches 45

References 46

3 Heritage Values and Cultural Significance 49

Benefits of conservation 50

Understanding the cultural significance of a heritage asset 57

Development in the idea of values 58

Value characterisation: typologies 62

Categories of values 66

Some examples of assets and their values 73

References 82

4 Assessing Significance 85

Establishing and analysing the origins and development of an asset 85

Gathering evidence about significance 86

Research and types of evidence 88

Primary source material 90

Secondary material 97

Interpreting the building/physical remains 99

Establishing and analysing the character, dynamics and setting of the asset 100

Assessing community values 104

Analysing significance 107

Assessing significance: comparisons and relativity 108

Comparisons 111

Some issues in value assessment 113

Sensitivity to change 116

References 118

5 Using Significance in Management Tools and Processes 121

Introduction 121

The conservation plan 122

The management plan 143

Management tools for historic areas 149

Historic area appraisals 151

Characterisation 156

Heritage impact assessments 160

Heritage statements within the development planning process 172

Local management agreements 174

Care, design and quality standards guidance 179

References 184

6 Maintenance Management 187

Introduction 187

A strategic perspective 189

Recording 192

Financial management of maintenance management 213

Information management in maintenance management 214

Performance indicators 214

References 215

7 Sustainability, Built Heritage and Conservation Values: Some Observations 217

Introduction 217

Sustainable development 217

Sustainability and the built heritage 219

Trade-offs 220

Charters and guidance documents 221

Sustainable management of historic buildings 225

References 227

8 Conservation Principles 229

Introduction 229

Development of conservation principles 229

Core conservation principles 230

The relationship between significance-based management and traditional conservation principles 239

References 240

9 Case Studies 243

Case Study 1: Royal Dart Hotel, Kingswear, Devon, England 243

Case Study 2: Baixa, Maputo, Mozambique 249

Case Study 3: The Site of the Former Taunton Gaol, Taunton, Somerset, England 253

Case Study 4: Maintaining the Commonwealth War Graves 256

References 266

Index 267

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