Digital Reading Room 2.0 -- HERM 542: Issues in Planning Historic Places (Rev. C3)

HERM 542: Issues in Planning Historic Places (Rev. C3) Report a Broken Link

HERM 542: Issues in Planning Historic Places studies the complexity of assessing, planning, and conserving the heritage value of historic places. The course looks at the evolution and significant debates in the heritage planning field and the purpose of historic place commemoration. The course also explores how issues of sustainability and climate change, along with Indigenous Ways of Knowing are now shaping how we approach heritage planning.

Note: You will need to scroll through the document until you reach page 59.

Canada's Criteria and Guidelines for evaluating subjects of potential national historic significance. 2017. https://www.pc.gc.ca/en/culture/clmhc-hsmbc/ncp-pcn/evaluation.

Parks Canada. Framework for History and Commemoration. National Historic Sites System Plan, 2019. “Introduction” (pp. 7–12) “Parks Canada and Heritage Places” (pp. 13–16) “Building on our Success” (up to Key Practices; pp. 18–28) “Annex: Conflict and Controversy: The Careful Review of Existing Designations” (pp. 39–45)

Franck, Karen, and Quentin Stevens. “Chapter 9. Planning.” In Memorials as Spaces of Engagement, 192–202. New York: Routledge, 2018.

“How ‘counter monuments’ can solve the debate over controversial statues.” An interview with Karen Franck, CBC The Current, August 10, 2018. https://www.cbc.ca/radio/thecurrent/the-current-for-august-10-2018-1.4779426/how-counter-monuments-can-solve-the-debate-over-controversial-historical-statues-1.4779446.

Note: For the complete transcript of this section of the episode, which includes an interview with Cindy Blackstock, click on Read Story Transcript on the top of the page.

Rose-Redwood, Reuben. “‘Reclaim, Rename, Reoccupy’: Decolonizing Place and the Reclaiming of PKOLS.” Acme: An International E-Journal for Critical Geographies 15, no. 1 (2016): 187–206.

Unit 3

Mason, Randall. “Assessing Values in Conservation Planning: Methodological Issues and Choices.” In Assessing the Values of Cultural Heritage: Research Report, edited by Marta de la Torre, 5–30. Los Angeles: Getty Conservation Institute, 2002.

De la Torre, Marta. “Values in Heritage Conservation: A Project of The Getty Conservation Institute.” APT Bulletin: The Journal of Preservation Technology 45, no. 2/3 (2014): 19–24. https://www.jstor.org/stable/23799523.

Australia ICOMOS: International Council on Monuments and Sites. The Burra Charter: The Australia ICOMOS Charter for Places of Cultural Significance 2013. Burkwood, Australia: Australia ICOMOS, 2013.

Mackay, Richard. “Values-Based Management and the Burra Charter: 1979, 1999, 2013.” In Values in Heritage Management Emerging Approaches and Research Directions, edited by Erica Avrami, Susan Macdonald, Randall Mason, and David Myers, 110–126. Los Angeles: the Getty Conservation Institute, 2019. https://www.getty.edu/publications/heritagemanagement/part-two/8.

Buckley, Kristal. “Heritage Work: Understanding Values, Applying the Values.” In Values in Heritage Management Emerging Approaches and Research Directions, edited by Erica Avrami, Susan Macdonald, Randall Mason, and David Myers, 50–65. Los Angeles: the Getty Conservation Institute, 2019. https://www.getty.edu/publications/heritagemanagement/part-two/4.

Throsby, David. “Heritage economics: coming to terms with Value and Valuation.” In Values in Heritage Management Emerging Approaches and Research Directions, edited by Erica Avrami, Susan Macdonald, Randall Mason, and David Myers, 199–209. Los Angeles: the Getty Conservation Institute, 2019. https://www.getty.edu/publications/heritagemanagement/part-two/14.

Unit 4

Saskatchewan Ministry of Tourism, Parks, Culture, and Sport. Developing your Heritage Inventory. A Guide for Communities. https://publications.saskatchewan.ca/api/v1/products/84522/formats/97930/download.

Angel, Victoria, A Garvey, and M. Sydor. “Durand Neighbourhood Heritage Inventory: Toward a Digital Citywide Approach to Heritage Planning in Hamilton.” ISPRS Annals of Photogrammetry, Remote Sensing and Spatial Information Sciences IV-2/W2 (2017): 265–270. https://doi.org/10.5194/isprs-annals-IV-2-W2-265-2017.

Myers, David. “Heritage Inventories: Promoting Effectiveness as a Vital Tool for Sustainable Heritage Management.” Journal of Cultural Heritage management and Sustainable Development 6, no. 2 (2016): 102–112. https://www.getty.edu/conservation/our_projects/field_projects/arches/JCHMSD_2016_Inventory_Effectiveness.pdf.

Kalman, Harold, and Marcus R. Létourneau. Heritage Planning Principles and Process. 2nd ed. London and New York: Routledge, Taylor & Francis Group, 2021. “Assessing Significance” (pp. 326–332) “Numerical Scores” (pp. 332–334) “Summary” (pp. 334–335) “References” (pp. 337–339)

Municipal Heritage Partnership Program, Alberta Culture and Community Spirit. “Part 4: Evaluating Historic Places: Eligibility, Significance and Integrity.” In Creating a Future for Alberta’s Historic Places, pp.5–38. Edmonton: Alberta Culture and Community Spirit, 2008.

Note: Select “Part 4” from the list of links.

Parks Canada, Canada’s Historic Places. Canadian Register of Historic Places: Writing Statements of Significance. Parks Canada, 2006.

Unit 5

Pannekoek, Frits. “Canada’s Historic Sites: Reflections on a Quarter Century, 1980–2005.” The Public Historian 31, no. 1 (2009): 69–88. https://doi.org/10.1525/tph.2009.31.1.69.

National Trust for Canada. “Proposed Federal Legislation for Heritage Places in Canada: Considerations and Recommendations, Places in Canada.” November 2020. https://nationaltrustcanada.ca/wp-content/uploads/2020/12/Proposed-Federal-Heritage-Legislation-National-Trust-and-Council-Recommendations-Final.pdf.

Creating Community Heritage Programs. A Guide for Municipalities. Saskatchewan. Ministry of Tourism, Parks, Culture and Sport, ca. 2010. “Protecting and Regulating Historic Places” (pp. 10–23) “Supporting Heritage Conservation” (pp. 23–29)

Ontario. Getting Started: Heritage Property Tax Relief. A Guide for Municipalities. http://www.mtc.gov.on.ca/en/publications/taxguide-e.pdf.

Unit 6

Thomas, Lee, and Julie Middleton. Guidelines for Management Planning of Protected Areas. World Commission on Protected Areas: Best Practice Protected Areas Guidelines Series, No. 10. Gland, Switzerland, and Cambridge, UK: IUCN—The World Conservation Union, 2003. “Introduction” (pp. 1–2) “Definitions and background” (pp. 3–13) “Requirements for successful preparation and implementation of Management Plans” (pp. 15–22) “The management planning process” (pp. 23–53) “Involving people” (pp. 55–63) “Abbreviated planning approaches” (p. 69)

Note: Lee and Middleton deal with the broad subject of planning for protected areas such as parks, wilderness, recreational areas, and cultural landscapes, but the principles and 13 steps outlined can be applied to smaller protected sites that are historic places. Pay particular attention to pages 17 and 43-44 on the presentation, style, and content of the management plan.

Mualam, Nir, and Rachelle Alterman. “Architecture is not Everything: A Multifaceted Conceptual Framework for Evaluating Heritage Protection and Disputes.” International Journal of Cultural Policy 26, no. 3 (2020): 291–311. https://doi.org/10.1080/10286632.2018.1518978.

Smith, Stacie Nicole. “Consensus Building for Cultural Heritage Place Management.” In Consensus Building, Negotiation, and Conflict Resolution for Heritage Place Management, edited by David Myers, Stacie Nicole Smith, and Gail Ostergren, 24–61. Los Angeles: The Getty Conservation Institute, 2016. https://www.getty.edu/conservation/publications_resources/pdf_publications/cons, nsus_building.html.

Note: You will need to scroll down to page 24.

Unit 7

Parks Canada. Standards and Guidelines for the Conservation of Historic Places in Canada. 2nd ed. Ottawa: Parks Canada, 2010. Chapter 1: “The Conservation Decision-Making Process” (pp. 3–12) Chapter 2: “The Conservation Treatments: Preservation, Rehabilitation and Restoration” (pp. 15–17) Chapter 3: “The Standards for the Conservation of Historic Places in Canada” (pp. 21–37) Chapter 4: “Guidelines for the Conservation of Historic Places in Canada” (pp. 41–46) You will need to refer to the remaining pages to consider how to apply the standards and guidelines in a given situation.

Note: This is an important reference document for heritage planners, and you will refer to it in your own work to familiarize yourself with the guidelines as they apply to different forms of historic places.

Grimmer, Anne E., and Kay D. Weeks. New Exterior Additions to Historic Buildings: Preservation Concerns. US Department of the Interior, National Parks Service: Technical Preservation Services. Preservation Brief 14, 2010.

Warsaw Recommendation on Recovery and Reconstruction of Cultural Heritage. UNESCO World Heritage Centre. Ministry of Culture and National Heritage of the Republic of Poland, 2018. https://whc.unesco.org/document/168799.

Unit 8

The ICOMOS Charter for the Interpretation and Presentation of Cultural Heritage (Ename Charter). Proposed Final Draft. April 2007.

Jameson, John H. “Cultural Heritage Interpretation.” In Encyclopedia of Global Archaeology, 2nd ed., edited by Claire Smith, 1–23. Cham, Switzerland: Springer, 2020. https://doi.org/10.1007/978-3-319-51726-1_3162-1.

Ryland, Philip. “Reporting Research.” AHI Interpretation Journal 22, no. 1 (Summer 2017): 5–6.

Gilson, Jacqueline. “Holistic Inspirational Interpretation Journey Infographic.” https://uploads-ssl.webflow.com/5bc0f06dcef203487a32ab1d/60418244ce0edfc1db3d3d6d_HIIJI_Web%20Download.pdf.

City of Edmonton. River Crossing Heritage Interpretive Plan. 2017. https://www.edmonton.ca/sites/default/files/public-files/assets/PDF/Approved_River_Crossing_Heritage_Interpretive_Plan.pdf?cb=1659016246. Chapter 1: “Introduction” (pp. 6–17) Chapter 3: “Thematic Framework” (pp. 30–63)

National Parks Service. Chesapeake Bay Office. Interpretive Planning Tools for Heritage Areas, Historic Trails and Gateways. 2010. https://www.americantrails.org/resources/interpretive-planning-tools-for-historic-areas-historic-trails-and-gateways. Part 1: “Introduction to the Toolkit” (pp. 1–2) Part 2: “Preparing to Plan” (pp. 3–13)

Boys, Dan. “We’ll do the content ourselves.” AHI Interpretation Journal 22, no. 1 (Summer 2017): 18–19.

Unit 9

Avarmi, Erica. “Making Historic Preservation Sustainable.” Journal of American Planning Association 82, no. 2 (2016): 104–112.

Shipley, Robert, Steve Utz, and Michael Parsons. “Does Adaptive Reuse Pay? A Study of the Business of Building Renovation in Ontario, Canada.” International Journal of Heritage Studies 12, no. 6 (November 2006): 505–520. https://doi.org/10.1080/13527250600940181.

Historic England. Heritage and the Economy, 2020. https://historicengland.org.uk/content/heritage-counts/pub/2020/heritage-and-the-economy-2020. “The economic profile of the heritage sector (pre COVID-19)” (pp. 1–9) “Introduction: Heritage and the circular economy—building back better, building back greener” (pp. 10–13) “Heritage and the economics of uniqueness” (pp. 30–47)

National Trust for Historic Preservation. The Greenest Building: Quantifying the Environmental Value of Building Reuse. The Preservation Green Lab, 2001. https://living-future.org/wp-content/uploads/2016/11/The_Greenest_Building.pdf. “Executive Summary” (pp. vi–xii) "Introduction” (pp. 13–15) “Understanding Building Energy Use” (pp. 16–21) “Life Cycle Assessment Approach” (pp. 22–24)

National Trust for Historic Preservation. Preservation Green Lab. Older, Smaller, Better: Measuring how the Character of Buildings and Blocks Influences Urban Vitality. Executive summary, 2014.

UNESCO World Heritage Centre Member States. The UNESCO Recommendation on the Historic Urban Landscape Report of the Second Consultation on its Implementation, 2019. https://whc.unesco.org/en/hul.

Avarami, Erica, Cherie-Nicole Leo, and Alberta Sanchez Sanchez, “Confronting Exclusion: Redefining the Intended Outcomes of Historic Preservation.” Change over Time 8, no. 1 (Spring 2018): 102–120.

Keough, Noel, Mike Gismondi, and Erin Swift-Leppäkumpu. “Sustaining Social Democracy Through Heritage Building Conservation.” In Scaling Up. The Convergence of Social Economy and Sustainability, edited by Mike Gismondi, Sean Connelly, Mary Beckie, Sean Markey, Mark Roseland, 221–253. Athabasca University Press, 2016.

Note: Scroll or skip down to Chapter 9.

Plevoets, Bie, and Julia Sowinska-Heim. “Community Initiatives as a Catalyst for Regeneration of Heritage Sites: Vernacular Transformation and its Influence on the Formal Adaptive Reuse Practice.” Cities 78, no. 2 (2018): 128–139. https://doi.org/10.1016/j.cities.2018.02.007.

Graves, Donna, James Michael Buckley, and Gail Dubvrow. “Emerging Strategies for Sustaining San Francisco’s Diverse Heritage.” Change Over Time 8, no. 2 (Fall 2018): 164–185.

Reilly, Sara, Claire Nolan, and Linda Monckton. Wellbeing and the Historic Environment. Historic England, 2018. https://historicengland.org.uk/images-books/publications/wellbeing-and-the-historic-environment. “Executive Summary” (pp. iv–viii)

Tacon, Paul S. C., and Sarah Baker. “New and Emerging Challenges to Heritage and Well-being: a Critical Review.” Heritage 2, no 2 (2019): 1300–1315. https://doi.org/10.3390/heritage2020084.

Unit 10

Mitchell, Nora J., and Brenda Barrett. “Exploring Agricultural Heritage Landscapes: A Journey Across Terra Incognita.” The George Wright Forum 34, no. 2 (2017): 180–194.

Parks Canada. Standards and Guidelines for the Conservation of Historic Places in Canada. 2nd ed. Ottawa: Parks Canada, 2010. 4.1: “Guidelines for Cultural Landscapes, Including Heritage Districts” (pp. 49–93

Note: This reading follows from the material in Unit 7 and is highlighted as a reference reading for you to consider the aspects of landscape addressed by the guidelines.

Buggey, Susan. “Associative Values: Exploring Nonmaterial Qualities in Cultural Landscapes.” APT Bulletin: Journal of Preservation Technology 31, no. 4 (2000): 21–27.

Fairclough, Graham. “Essentially Cultural: Perspectives on landscape from Europe.” Landscape Journal: Design, Planning, and Management of the Land 35, no. 2 (2016): 149–166. https://doi.org/10.3368/lj.35.2.149.

Prosper, Lisa. “Perspectives on Landscape. Some Canadian Approaches.” In Routledge Handbook of Landscape Character Assessment: Current Approaches to Characterisation and Assessment, edited by Graham Fairclough, Ingrid Sarlöv Herlin, and Carys Swanwick, 234–248. Routledge, 2018.

Council of the Haida Nation and Parks Canada. Gwaii Haanas Gina 'Waadluxan KilGuhlGa: Land-Sea-People Management Plan, November 2018. Canada and Haida Nation, 2018. https://www.pc.gc.ca/en/pn-np/bc/gwaiihaanas/info/consultations/gestion-management-2018. “Introduction” (pp. 5–6) “Guiding Principles” (pp. 7–8) “Significance of Gwaii Haanas” (pp. 9–10) “Planning Context” (pp. 11–12)

Indigenous Circle of Experts. We Rise Together. Achieving Pathway to Canada Target 1 Through the Creation of Indigenous Protected and Conserved Areas in the Spirit and Practice of Reconciliation. Indigenous Circle of Experts, Report and Recommendations, March 2018. https://publications.gc.ca/collections/collection_2018/pc/R62-548-2018-eng.pdf. “Executive Summary” (pp. 4–8) “Introduction” (pp. 14–20) “Indigenous Protected and Conserved Areas (IPCAS)” (pp. 33–55)

Unit 11

ICOMOS. The Future of Our Pasts: Engaging Cultural Heritage in Climate Action. Climate Change Working Group, July 2019.

Note: This comprehensive reference document should be read in sections that correspond to issues raised in the other readings and as indicated in the commentary.

Sesana, Elena, Alexandre S. Gagnon, Chiara Ciantelli, JoAnn Cassar, and John J. Hughes. “Climate Change impacts on cultural heritage: A literature review.” WIREs Climate Change 12 (2021): e710. https://doi.org/10.1002/wcc.710.

Park, Sharon C. “Sustaining Historic Properties in an era of Climate Change.” APT Bulletin: The Journal of Preservation Technology 49, no. 2–3 (2018): 35–44.

Daly, Cathy, Caroline Engel Purcell, Jacqui Donnelly, Clara Chan, Michael MacDonagh, and Peter Cox. “Climate Change Adaptation Planning for Cultural Heritage, a National Scale Methodology.” Journal of Cultural Heritage Management and Sustainable Development 11, no. 4 (2021): 313–329. https://doi.org/10.1108/JCHMSD-04-2020-0053.

Nelson, Elizabeth, Elyse Mathieu, Julia Thomas, Hilary Harrop Archibald, Hilary Ta, David Scarlett, Lydia Miller, et al. “Parks Canada’s Adaptation Framework and Workshop Approach: Lessons learned across a diverse series of adaptation workshops.” Parks Stewardship Forum 36, no. 1 (2020):77–83. https://escholarship.org/uc/item/4jf7c0x1.

Climate Change Adaptation workshop for Cultural Heritage Places September 2020: Program Overview. 1st ed. Parks Canada Agency, Federal-Provincial-Territorial Culture and Heritage Table (FPTCH Table). https://open.canada.ca/data/dataset/92860c1d-dd8c-460b-8f62-4efde81febd2/resource/9bdf996a-1006-4a63-b053-0c0c6f78d8cc/download/ccaw-overviewdocument_en_fr_mar_1_2021.pdf.

Fatorić, Sandra, and Linde Egberts. “Realising the Potential of Cultural Heritage to Achieve Climate Change Actions in the Netherlands.” Journal of Environmental Management 274 (2020): 111107. https://doi.org/10.1016/j.jenvman.2020.111107.