Integrated Documentation Protocols for Cultural Heritage Protection

1. WP5: RECOMMENDATIONS AND STRATEGIES PROGRESS AND MILESTONES WP Leader NTUA Prof. Antonia Moropoulou

2. WP5 Partners

3. Objectives of WP5 • 5.1 Development of integrated documentation protocols - harmonisation criteria • 5.2 Knowledge based decision making procedures - CHIC Guideline • 5.3 Strategic planning for implementation and validation of the CHIC Guideline

4. WP5 Milestones

5. The Aim To develop criteria and a methodology for the creation of a Model System for integrated documentation Considering Indicative Parameters of data documentation Implemented through National, E.U. and International Regulations The established methods will be consolidated and enhanced with the ideas gained in different countries and developed by the existing European standards and codes, according to common criteria, methodology and guidelines.

6. WP5 PROGRESS • During the last months certain activities begun in the frame of the WP5 corresponding to the expected final results of the project, which are to: • Review and document current methodologies and tools for data collection and assessment. • Develop criteria and indicators for risk assessment. • Develop guidelines for the future improvement of methods and tools for the collection and storage of data required for the evaluation of changes to heritage assets over time, and • Consolidate recommendations and strategies, adjusted to the particular needs and heritage preservation strategies of the various European, and neighboring, countries.

7. WP5 will be organized in the following tasks WP5 RECOMMENDATION AND STRATEGIES

8. 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. Deliverable D 5.1 will be: Integrated document protocols and harmonized criteria for IC models They will include presentation and evaluation of the existing documentation protocols in the sector of cultural heritage protection used in EU countries and recommendations for the creation of integrated documentation protocols in the sector of cultural heritage protection.

9. Development of Task 5.1 The approach of Task 5.1: is built upon a 4 - stage research and discussion comprising: The identification of the recommended documentation data level and the fields to be included The identification of criteria and indicators for risk assessment to be included The optimal documentation methodology and tools to be used The existing criteria and indicators of European standards to be considered and harmonised within the integrated protocols

10. Task 5.1 Input • The 1st step input is the elaboration of Deliverable 2.1 Activity Report on Task 2.1 “Collection and assessment on current Identity Card directives – Summary of Dataset, the WP2 Workshop that took place during the Vienna Meeting April 2010 and the CHIC ID CARDTop Level based on the working session in Ravenna October 2010. • Regarding the 2nd step, Deliverable 3.1 “Report on risk indicators and roadmap for future research priorities – Annex A / Identification of needs for future research priorities” must be studied thoroughly, together with several comments and additions on behalf of NTUA as well as from other partners.

11. Task 5.1 Input • For the 3rd step, Deliverable 4.1 “Report on Methods and Tools for data collection and presentation”,Deliverable 6.5 “Proceedings of Workshop 2 - “Assessment of methods and tools (WP4); Practical application of the results”, as well as 4.1 “New Questionnaire” and contributions of various partners’ additions on the proposed Categories & Subcategories, should be considered. • The 4th stage The input for this survey is offered by member of the Advisory Committee Mr Nypan Terje who has sent, as requested, the “List of Directives reviewed by the working group and now part of the EHLF work”, as well as from invited member to the Advisory Committee, Professor Alfredo Ronchi, who provided us with the “EU Legislation and Cultural Heritage / MEDICI Framework of Cooperation”. Other major EU models such as Council of Europe, CEN/TC 346, FACH, etc, must also be taken into serious consideration into the final conclusions, as well as the European Standards regarding the diagnostic methods and techniques protocols.

12. After the elaboration of all the above points made by WP5 Leader, the arising issues were set for consultation among the partners during the Olimia meeting on May 2011. • As a result to NTUA’s interactivity with all WP5 participants the following proposals were resumed:

13. Task 5.1 Proposals made by partners for further expansion • Prof. Rocco Mazzeo (UNIBO): • glossary of co terms-common terminology • more concise structure and definition of each Method , Technique and Tool (MTTs) • Prof. Vlatka Rajcic (ZAGORA-ZAGORJE): • establish evaluation marks for all documentation protocols, compare their similarity and differences, good and weak points and criteria for desired Integrated protocol suggested to EU strategy bodies • Epich Rand Robert (TECNALIA): • Work on bibliography. • Suggestion of publication of some type.  • Dr. Marek Sklodowski (IPPT): • work with other Partners on suggestions of new integrated documentation protocols • translation of the documents into Polish language • Prof. Roko Zarnic - Mrs Barbara Vodopivec (UL): • Integrated overview of all previous WPs development with special attention to recommendations regarding final EU-CHIC model/system. To this purpose analysis of D2.1, D2.2, D3.1, D4.1, D4.2 (UNIFE part, Fraunhofer is still to deliver its part) , texts by  I. Maxwell and workshops results (proceedings) will be done. • Analysis of  transnational integrated approaches and some national-based initiatives: Council of Europe (Doblin Core Data Index), Herein, Standard CEN/TC 346, FACH material, COST C5 action, E!2694 – Eurocare 2000, Getty Conservation Institute model, ICOMOS Burra charter and CIPA, UNESCO World Heritage list, RILEM, Monumentenwacht model, Italian risk map... • Proposal of integrated documentation protocol: •                a. Recommendations •  b. Proposed form of a questionnaire/data- sheet for each monument under observation.

14. Task 5.1 Actual Partners Contribution so far • Poland IPPT PAN has uploaded to our members area page an overview of Polish protocol for monument inscription into the national register. A list of references is added. • Italy UNIBO uploaded terminology oriented document with WP2, 3, and 4 extracts and proposal for changed structure of table from Deliverable 4.1. UNIBO proposed to work on MTTs terminology with Fraunhofer, ITAM and UNIFE. • Slovenia UL uploaded draft introductory part of 5.1 deliverable with analysis of all previous deliverables and general context of WP5 in terms of the whole project development.  Will be further elaborated in the following days. • Greece NTUA send to UL methodology, context and framework for the elaboration of EU-CHIC Integrated Protocol with detailed parameters table (including all the necessary data regarding the monument’s Protection – Management –Decision making) . • Germany Fraunhofer Partner from Germany Fraunhofer has prepared 4.2 deliverable, which is currently in review by the consortium. Draft 4.2 together with 4.1 and 4.3 report is uploaded on the members area • Partner from Austria SKB prepared written comment on NTUA CIPA article and made some comments for final EU-CHIC exploitation plan - material is uploaded on the members area page.

15. Task 5.1 Actual Partners Contribution so far • Together with Spain Tecnalia, UL collected all WP2 questionnaires (and send them to partner from Croatia ZZ). • Croatia ZZ works on analysis of all those protocols • Mr. Alfredo Ronchi, Mr. Terje Nypan and partner from Croatia ZZ prepared survey on European standards for protocols harmonisation as Task 5.1 input. • Czech republic ITAM will work with UL and ZZ on analysis of existing protocols and will be invited to cooperate with UNIBO, UNIFE and Fraunhofer on terminology. • Mr. Ingval Maxwell works on terminology, as well as he is proof-reading and editing all EU-CHIC outcomes before they are ready to be submitted. • Tecnalia prepared bibliography survey draft to be included in the final guidelines and to be further developed by the consortium. It will be disseminated to all partners, as well as an end-users survey draft. It will be disseminated to all partners • UL will prepare bio profiles of EU-CHIC partners to be included in the final guidelines.

16. Task 5.1 Workflow BIBLIOGRAPHY BIO PROFILES

17. TASK 5.2KNOWLEDGE BASED DECISION MAKING PROCEDURES AND “EU CHIC” GUIDELINE (L:NTUA, M: UL, IIT, Z-Z, UNIBO, LABEIN) • The integrated documentation protocols developed in Task 5.1 will be complemented dynamically, according the necessity of performing inspection, diagnosis and intervention works, leading to knowledge based decision making procedures. • Significant feedback of the relevant data will be given by the Advisory Network, consisting of representatives of national authorities established in European countries, dealing with cultural heritage protection. • After compiling all the information, the EU CHIC guideline about recommendations on how to evaluate & use the IC models to monuments & sets of historic buildings will be produced. • Deliverable D 5.2 will be: • EU CHIC Identity Card Guideline containing: • The assessment of the data collection that should be undertaken, including risk indicators. This part of the document will be created in a form of specific kind of combination of questionnaires and data sheet, including harmonization of criteria and indicators of existing European standards for the development of the Identity Card concept • The evaluation of the most usable tools and methods to collect and store the data and the criteria to select the most appropriate in every case • The criteria to be considered regarding further and past alternation of assets. This guideline will be written in English and translated in languages of all CHIC partners: Arabic, Croatian, Czech, Flemish, French, German, Greek, Hebrew, Italian, Polish, Slovenian and Spanish

18. Development of Task 5.2 • The approach of Task 5.2 is built upon a 4 – stage research and development: • The descriptive model of the protocol • Protocol validation by knowledge based decision making procedures • The compilation of CHIC guideline according to the criteria encompassed • Towards designing a decision making system (inspection – diagnosis – intervention)

19. Task 5.2 Input • The input for the consideration and analysis of the above issues included: • NTUA’s proposal of an Integrated Methodology for Decision Making Support – “The Total Quality Control System with certain foreseen procedures and criteria”, • a “Multiple-Criteria Decision Analysis” (the proposal of NTUA for an algorithm that calculates the necessity indexes), as well as the “Emerging Methodologies for EU-CHIC results adoption” and • ITAM’s (Czech partner’s) proposal of an IS method (software), entitled “CHOOGLE– Integrating national CH databases”.

20. Task 5.2 Proposals made by partners for further expansion • Prof. Vlatka Rajcic (Zagora-Zagorje): • work on preparation of the rules for decision making procedures • preparation for implementation of existing standards and guidelines available in Europe to be included in integrated protocols • Cindy Thommerel (CULTNAT): • translate the guidelines, the standards as well as the identity cards. • furnish a list of relevant heritage organizations in the Middle East. • organize an awareness event in September (in parallel with the final event of the Memory of the Arab World Program)  in order to promote the project among Egyptians and Arab partners.

21. Task 5.2 Actual Partners Contribution so far • The EU-CHIC protocol is not ready yet but • NTUA based on NTUA Integrated Protocol proposal and previous work on documentation and decision making has initiated validation applications on included criteria and parameters using 4 differentcomputational intelligence tools : • decision support system (the Utah star methodology based on linear regression), • supervised non-linear classifiers (feed-forward neural networks) • unsupervised clustering methodologies (fuzzy -k means) and • Heuristic approach • All these schemes make different but automatic selections which are significantly useful for cultural • heritage protection and management during the design phase and within the implementation process. • Each artificial intelligent tool contributes different outputs to the expert users and thus the final decision • may require fusion of all outputs of the intelligent tools.

22. The purpose of these case studies applications is the development of knowledge based decision making guidelines, structured upon the integrated documentation protocols that include all the necessary data for conservation interventions decision making, and which will eventually be compared, assessed and validated by the results obtained through the monuments case applications. • This approach provides the project with added value, demonstrating how the IC protocols and guidelines play a key role in the protection of CH monuments, recording all the data that correspond to the selected criteria which participate actively in monuments conservation decision making process. • This can reveal the necessity of incorporating these protocols and guidelines to any • European strategy for Cultural Heritage, particularly after their efficiency will be confirmed • by the applications.

23. Monuments data were requested from other partners as well, in order to proceed into comparative applications.

24. Task 5.2 Workflow

25. TASK 5.3 STRATEGIC PLANNING FOR IMPLEMENTATION AND VALIDATION OF “EUCHIC”(L: NTUA, M: UL, SKB, Z-Z, ITAM, FRAUNH., IIT, UNIBO, IPPT, LABEIN) • The developed Guideline needs to be further validated. Directives should be developed for: • Further research in order to finalize the recommendations for the creation of integrated documentation protocols & the development of knowledge based decision making procedures in the sector of cultural heritage protection • Strategies for implementing EU CHIC model in EU policies & standard bodies • Implementation of EU-CHIC results through demonstration projects, comparative studies, benchmarking of the guideline • The extension of the proposal to other assets not covered within the project topics: movable, archaeological, intangible & underwater heritage Deliverable D 5.3 will be: Strategic planning for EU CHIC guideline implementation The strategies for further research on recommendations for integrated documentation protocols and knowledge based decision making procedures and strategies for implementation and validation of the developed recommendations will be elaborated in this deliverable. Recommendations for the development of EU policies in this area will be considered. The strategic plan will be based on analysis of case studies of typical heritage buildings and/or sites delivered by all project partners.

26. Task 5.3 Proposals made by partners for further expansion • Epich Rand Robert (TECNALIA): • Launch a Users Survey to provide data from potential end-users that will feed into Report 2.2 and the final guidelines WP5, using a a survey monkey. • Draft is already available. • Dr Marek Sklodowski (IPPT): • Prepare justification of the need of the future project on DSS based on mathematical background of the existing DSS and exemplary calculations using UTA and other method.

27. Task 5.3 Actual Partners Contribution so far • Technalia has worked on an end-users survey – draft is available. • Austria SKB prepared written comment on NTUA CIPA article and made some  comments for final EU-CHIC exploitation plan -  material is uploaded on the members area page.

28. Task 5.3 Workflow

29. Final Output of WP5 (ALL PARTNERS) A Guideline establishing : the Identity Card concept to the European Cultural Heritage the minimum criteria of the data collection to be undertaken, the most recommendable systems for data storage, the criteria regarding further or past alternation to be considered the harmonization of existing criteria & indicators of existing European standards for the development of the Identity Card concept A part of the guideline will be a model of data collection and presentation in form of data sheets – demonstrated by the selected cases of heritage buildings

30. PROPOSAL FOR WP5 DELIVERABLES • The last EU-CHIC Meeting will take place in Split CROATIA • 30 MAY – 1 JUNE • NTUA ‘s proposal of Delivering WP5 is MAY 2012 (month 33?)