WP5: RECOMMENDATIONS AND STRATEGIES

1. WP5: RECOMMENDATIONS AND STRATEGIES Task 5.1 Integrated documentation protocols and harmonised criteria for IC models (Leader: UL. Participants: NTUA, CULTNAT, UNIBO, IPPT,Z-Z)

2. WP5 Partners

3. Task 5.1 Milestones

4. TASK 5.1INTEGRATED DOCUMENTATION PROTOCOLS (L: UL, M: NTUA, UNIBO, IPPT PAN,Z-Z) • Presentation & evaluation of the existing documentation protocols in the sector of cultural heritage protection • Suggestion for the creation of integrated documentation protocols, which will provide new documentation procedures, upgrading in data level the current documentation methodologies (WP2), responding to criteria & indicators for risk assessment (WP3), responding to advanced diagnostics & data management (WP4) • Harmonization of existing criteria & indicators of existing European standards for the development of the Identity Card concept Significant feedback of the relevant data will be given by the Network of Researchers, consisting of experts from all over Europe dealing with documentation protocols used for cultural heritage protection.

5. Deliverable D5.1 Integrated document protocols and harmonized criteria for IC models • Based on the previously developed documents, the integrated documentation protocols will be • developed. This documentation includes: • The presentation of existing documentation protocols in the sector of cultural heritage protection used in EU countries; • The recommendations about criteria for harmonising these protocols, which will provide a new documentation methodology, upgrading the current documentation methodologies, responding to criteria and indicators for risk assessment and responding to advances diagnostics and data management.

6. Task 5.1 Progress • During the last months certain activities begun in the frame of the Task 5.1 corresponding to the expected final results: • Review and document current methodologies and tools for data collection and assessment. • Develop criteria and indicators for risk assessment.

8. Previous WP’s Input • to TASK 5.1

10. D2.1:Activity Report of Task 2.1 Collection and assessment on current Identity Card directives – Summary of Dataset • WP2 WORKSHOP EU-CHIC VIENNA MEETING: Accessibility / Coding / Methodology /Structure • CHIC ID CARD Top Level. Based on the working session in Ravenna October 12. • D3.1: Report on risk indicators and roadmap for future research priorities – Annex A • D4.1: Report on Methods and Tools for data collection and presentation • New Questionnaire_WP4 sent by WP4 results

11. Participating Partners Input to TASK 5.1

12. Partner (UNIBO-UNIFE)Italy: • Glossary of terms-common terminology • More concise structure and definition of each Method , Technique and Tool (MTTs) Sources: http://conservation.historic-scotland.gov.uk/publication-detail.htm?pubid=8539; “Raccomandazioni NorMal – 1/88. Alterazioni macroscopiche dei materiali lapidei: lessico”, (CNR-ICR, 1990, Roma); http://www.trp.dundee.ac.uk/research/glossary/glossary.html ; ICOMOS-ISCS : Illustrated glossary on stone deterioration patterns/Glossaire illustré sur les forms d’altération de la pierre ICOMOS International Scientific Committee for Stone (ISCS) . Comité scientifique international “Pierre” de l’ICOMOS; CEN/TC standard 346; http://www.monumentenwacht.nl/; European Spatial Planning Observation Network (ESPON) http://www.espon.eu/ Herb Storel, RISK PREPAREDNESS: a management manual for world cultural heritage. 1998 ICCROM, Rome; Risk Map (Istituto Superiore per la Conservazione ed il Restauro, ISCR, Rome) http://www.cartadelrischio.it/eng/info.html; Urban Habitat Constructions Under Catastrophic Events: COST C26 Action Final Report. Edited by Federico M. Mazzolani, University of Naples Federico II, Italy (2010) ISBN:9780415606868.

13. Partner (UNIBO-UNIFE - FRAUNHOFER)Italy- Germany: • Collection on monument documentation, presentation as well as on risk assessment. • Evaluating and classifying this data collected in order to offer a preliminary assessment of the existing tools. The evaluation addressed two main goals: firstly, an evaluation of the most efficient MTTs in terms of ‘time’, ‘economic cost’ and ‘knowledge’ and secondly, the identification of the key users of MTTs. • Providing a multidisciplinary overview of current best practices with regard to data storage.

14. Partner (IPPT)Poland: • Presentation of Polish Protocols: • Step 1, Creating the Monuments Inventoryon-site recognition of historical monuments,collecting and elaborating a merit information about heritage objectsgathering of address and administrative information. • Step 2, Opening of the procedure of monument's inscription into Monuments Register:ex officio by Voivodeship Office of Heritage Protection, orby Voivodeship Office of Heritage Protection on request of the owner, user, perpetual land user, orby Voivodeship Office of Heritage Protection on request of a societal organization. • Step 3. Collecting of evidence material, including:local inspection and survey as a primary tool for documenting the preservation state,analysis of documents, testimonies of witnesses, • experts opinions, anything else that might help to clarify the matter and which is not contrary to law. • Step 4. The time to look at the gathered documentation and provide commentsto comment the entirety of the collected documents and materials before the decision, within seven days since public announcement of the notice at the premises of Voivodeship Office of Heritage Protection, • Step 5. Disclosing the inscription decision in the real estate cadastre and land register at the request of the Voivodeship Conservator of Monuments, and to all interested persons and parties and local administrative offices. • Step 6. Possible appeal against the inscription decision can be done to the Minister of Culture and National Heritage within 14 days of notification of the decision through Voivodeship Conservator of Monuments.

15. Partner (Z-Z)CROATIA: • Establish evaluation marks for all documentation protocols, compare their similarity and differences, good and weak points and criteria of desired Integrated protocol suggested to EU strategy bodies 01/19

16. ITAMs proposed contribution to WP5 • Contribution based on work carried out under WP4 Methods, techniques and tools : • - selection and recommendation of the MTTs for the CHIC model based on the survey carried out under WP4. • - contribution to the study of European and transnational integrated approaches (WP4) Partner (ITAM)Czech:

17. Partner (LABEIN-TECNALIA)Spain: • Bibliography compilation: • Numerous research projects in the past – over 150 entries • Needed to understand past projects and ´State-of-the-Art´ • Goal is not to develop complete record but to create a ´tool´ • Many stages to a bibliography – this is the first stage • Need input from all EU CHIC partners and Advisory Board • Next steps to continue to revise and add entries then share

18. The outcome of all the above • combined with • previous work and experience of NTUA in the field • leads to the • clarification and integration into the protocols of all necessary data regarding • PROTECTION – MANAGEMENT – DECISION MAKING

19. NTUA ‘s Methodology for Integrated Documentation Protocols Elaboration At present there is no existing common procedures nor an established methodology for collecting, organizing and presenting data that could be used as a background for decision making in the selection of refurbishment strategies because of: • Problems in Methodology • Incompatible Interventions • Problems in Regulations • Problems in the National Codes and Euro codes

20. Total Quality Control System should encompass all the criteria of a DECISION MAKING SYSTEMS REQUIRE QUALITY CONTROL IN ALL THEIR PROCEDURES

21. Criteria of A Total Quality Control System • Observance of the deontology of international conventions that demand the preservation and presentation of historic, sentimental virtues and the architecture of monuments, while preserving the authentic materials, forms and structures. • Serviceability of the conservation interventions and restorations (so that the building can accept safely the new uses and face the earthquake risk) • Compatibilityof the materials and conservation interventions with authentic materials, the building and its environment • Sustainability • Increase of lifetime • Protection of the environment and energy savings • Minimization of environmental impact on the monument

22. Total Quality Control System Compatibility – Serviceability of materials & interventions Regulations / New requirements from users Criteria (Quality) Preservation of authenticity Quality Control Methodology (Parameterization) Historic Documentation Architectural Materials and Conservation Interventions Structural

23. The concept of quality control is very important for cultural heritage. Organisations and bodies that are responsible for the preservation and protection of immovable cultural heritage and supervise or employ any necessary interventions have identified the need to accomplish this in a more organized and scientific approach. • This has also the added value of utilizing more effectively the available resources (technical and financial), which for countries that experience limited budget allocation is of utmost importance. But most importantly, such an approach ensures that any interventions performed are compatible with and address the specific needs of every monument concerned.

24. The application of a total quality control system in monuments protection offers Conservation Management of CH buildings in order to: • Increase their lifetime • Preserve performance • Optimally allocate funds • Optimally employ human resources

25. The concept of quality control system designed for cultural heritage preservation applications is introduced at three levels:

26. At the heart of this system lies the Integrated Documentation Protocol that registers various types of data relating to the above three levels of cultural heritage preservation activities. Such a protocol should be built upon and encompass all parameters and criteria, potential hazards and risk indicators affecting the building structure, its conservation state, the non structural elements, the monument’s values and all other aspects from functionality to interventions compatibility.

27. Monument documentation does not only focus on the Macroscale aspects of the building, such as the vulnerability of its structure, environmental dangers, human impact and natural hazards Since the materials’ state of conservation depends on their physicochemical and physicomechanical parameters the documentation level should expand in the direction of revealing the specific active decay mechanism with an integrated decay study both in Mesoscale and Microscale level, through Diagnosis (following a standardized methodology for optimum results). It equivalently regards the conservation state of the building materials, the importance and distribution of cultural heritage, the impact factor of the hazards present, the various socioeconomic parameters, the different uses employed as well as all the data that reveal every alteration made on the building, past and recent interventions, their assessment, its history etc. different scales of the monument’s system.

28. INTEGRATED MONUMENT / HISTORIC BUILDING DOCUMENTATION MUST BE KNOWLEDGE BASED ON DIAGNOSTICS AND MEASUREMENTS REVEALING THE INTERRACTION BETWEEN STRUCTURE –MATERIALS - ENVIRONMENT

29. An integrated documentation protocol for every building should be a dynamic one incorporating and supplying with information on the building, during its entire life-time such as: • - Specialized building documentation • Building materials and structural documentation • Diagnosis techniques, methods and results documentation • Materials and structure degradation mechanisms (decay & damage) documentation • Environmental factors, anthropic impact & socioeconomic parameters documentation • Intervention works & their assessment documentation

30. Historic Surveying Architectural INTEGRATED DOCUMENTATION CATEGORIES Building Materials Characterization Decay and Damage Diagnosis Outer effects impact, Hazards, Risk indicators Conservation Interventions

31. In the next step the subcategories used to document all the above categories were studied and codified. The most performative and commonly used were selected and proposed to be included in the integrated documentation protocols.

32. INTEGRATED PROTOCOL MAIN CATEGORIES • Decay & Damage Diagnosis • Macroscopic Observations • Non Destructive Techniques (NDT) • Analytical Techniques • Static Analysis • Outer Effects Impact / Hazards / Risk Indicators • Environmental Factors • Accidental actions • Anthropic impact • Social Parameters • Economic Parameters • Intervention Documentation • General Intervention data • Intervention materials • Special Interventions data • Interventions assessment • Historic Documentation • Historic data • Stakeholders data • Testimonies • Bibliography • Uses • Legal Status • Topographic Documentation • General Data • Photographs • Maps • Plans • Surveys • Architectural Documentation • Structural Analysis • Local Historic Structural System • Building Materials Characterization • Materials characteristics and properties

33. INTEGRATED PROTOCOL DATABASE To be finalised after partners contributions up to END OF FEBRUARY???

34. Decision Making Procedures

35. EU-CHIC Integrated Documentation Protocols with Advisory Committee’s contribution and review will be harmonised according to the European Standards and Codes. • opportunity of a new application of European standards on Cultural Heritage Protection • need of European Directions to mainstream the European Standards in CH implementation through certain guidelines.