Cultural Heritage and Sustainability: Practical Guide
Cultural Heritage and Sustainability: Practical Guide
Cultural Heritage and Sustainability: Practical Guide
SUSTAINABILITY
Practical Guide
____________________________________________________________
Practical Guide
KEEP ON: Effective policies for durable and self-sustainable projects in the
cultural heritage sector
KEEP ON is an INTERREG Europe project, financed by the European Regional Development Fund.
Project coordinator: INORDE – Institute for Economic Development of Ourense Province, Spain
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TABLE OF CONTENTS
I. INTRODUCTION 5
Project context 5
Project partnership 5
Strategic objectives 6
Project funding 6
Methodology 7
Direct funding 22
Retail 31
Events 35
Private hire/rentals 38
Interpretation 39
User fees 41
Modernisation 43
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Public perception of heritage values 46
Social pressures 62
Poor maintenance 72
Loss of awareness on the ownership and local community connection with heritage assets 80
Product development 87
Marketing 89
Interpretation 91
Evaluation 97
LITERATURE 103
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I. INTRODUCTION
PROJECT context
For most of the countries, state budgets are the main funding source for protection,
conservation and maintenance of cultural heritage projects (Council of Europe 2013).
Besides national funding, European cultural heritage benefits from a range of EU policies,
programmes and funding. Moreover, millions were spent on cultural heritage
institutions/projects from public sources at national, regional and local level.
However, what happens when the EU/public funding ends? There are no studies available
on how projects are maintaining their effects and ensuring long-term sustainability,
however a commonly found and shameful answer would be: "When the project is over,
everything is over". Concerns about durability and sustainability are important, because
un-sustained projects can result in a loss of investment. Surprisingly, few cultural
institutions are yet thinking explicitly about sustainability. Sustainability planning needs to
begin long before the project implementation and should be carefully tackled by the
funding authorities in their policy documents. On the other side, it is also important to
activate private resources apart from public sources of financing, especially against the
backdrop of a sharp decline in public and private investments in many Member States
alongside globalisation implications.
KEEP ON project idea is in line with the principle of sustainable growth under Europe 2020
strategy, the EU's agenda for growth and jobs for the current decade. Only effective
interventions having a long-lasting impact on regional development can ensure that the
goals of Europe 2020 strategy are achieved.
The issue addressed by the KEEP ON project (‘public policies supporting self-
sustainability of cultural projects and institutions’) is relevant to INTERREG EUROPE
programme and the selected specific objective 4.1: Improving natural and cultural heritage
policies. We consider durability and self-sustainability as cross-cutting issues that should
be considered by all initiatives supported by public policies. These issues are of particular
importance to the cultural heritage sector, because in this specific sector, long-term
planning (incl. business planning and maintaining project effect in the long-term period) is
not always put in place.
PROJECT PARTNERSHIP
The idea of the project comes from PROJECTIFF, consulting company specialised in
INTERREG projects. In 2016 PROJECTIFF contacted its partner institutions from the
whole of European Union, inviting them to join a project idea focused on self-sustainability
of cultural heritage issues.
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from Southern Europe countries having extremely rich cultural heritage, but also the most
vulnerable economies (Spain, Portugal, Italy, Greece), accompanied by Poland (largest
EU cohesion policy beneficiary), the Netherlands (cultural policy model with high
involvement of local communities) and an advisory partner from Croatia.
The partner organisations are suitable public authorities: INORDE - Institute for Economic
Development of Ourense Province, Spain; Świętokrzyskie region in Poland; Den Bosch
municipality in the Netherlands; Municipality of Paggaio from Eastern Macedonia and
Trace region (Greece); and IRMO - Institute for Development and International Relations,
public research institution from Croatia, with an extensive experience in policy planning
and research studies related to cultural heritage sector and financing of culture. There are
also private non-profit entities involved such as ADRAT - Development Association of Alto
Tâmega’s Region from Portugal and LAMORO agency from Italy.
STRATEGIC OBJECTIVES
The overall aim of the KEEP ON is to improve public policies in the cultural heritage sector
in terms of delivering high quality projects that allow results to remain sustainable with
reasonable public funding and have long-lasting impact on regional development, by
raising awareness, gaining commitment and influencing policy makers that the issue of
durability and self-sustainability is crucial to achieve the long-term effect of cultural
heritage projects and that is why it should be better tackled in policy instruments and
documents.
Further objectives of the project are:
PROJECT FUNDING
KEEP ON project is funded by INTERREG Europe, one of the key instruments of the of
the European Regional Development Fund supporting cooperation across borders and
helping regional and local governments across Europe to develop and deliver better policy.
Cooperation, collaboration and community engagement are incorporated into two main
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support services of the INTERREG Europe, with the aim to aid understanding and critical
thinking by creating space for new ideas, different perspectives and collective learning.
METHODOLOGY
The main objective of the research was to identify good practice examples and promote
lessons that can be learned from diverse stakeholders. In our research, we used mixed
methods, applying both primary and secondary data collection methods.
The first step in conducting the research was the analysis of 6 policy instruments with
respect to cultural heritage from six partner countries and to identify the existing measures
and how self-sustainability is considered within the document. With the main aim of
collecting good practices on durability and self-sustainability of cultural heritage, focusing
on qualitative info rather than statistical data, a further research was based on the surveys
with cultural institutions, conducted by project partners. Another method for collecting the
necessary data on the good practices on durability and self-sustainability of cultural
heritage projects was the analysis of past cultural projects implemented under each of the
aforementioned six policy instruments from six partner countries. The main aim was to
carry out the ex-post evaluation of selected projects of cultural heritage revitalization in
order to understand their long-term sustainability and contribution to local socio-economic
development.
In the latter stage of the projects, the partners discussed and agreed the projects from
each partner country, representing the key examples of good practices to be presented in
a document “Collection of the Good Practice Examples in Cultural Heritage Sustainability
and Durability” and most of them are showcased also in this guide, responding to
corresponding challenges and threats cultural heritage is facing.
For this guide we decided to expand the horizon by showcasing also the cases from other
countries across the EU and worldwide, that would represent different ways of responding
to challenges and threats defined. Data were collected by carrying out the bibliographical
research through an online search of websites, involving scientific papers, articles, reports,
online magazines, books and other relevant sources.
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II. WHAT DO WE MEAN BY CULTURAL HERITAGE SUSTAINABILITY AND DURABILITY?
Diversity of definitions of cultural heritage is extensive and the meaning behind it has been
constantly changing over time, influenced by different contexts and changing
environments. Originally, it was covering only tangible heritage, buildings, monuments,
sites; but with the passage of time it extended beyond the tangible forms to all the
intangible dimensions as well. Now, definition of heritage is necessarily broad, covering
„an expression of the ways of living developed by a community and passed on from
generation to generation, including customs, practices, places, objects, artistic expressions
and values.” (ICOMOS, 2002). Moreover, it is also perceived as „a group of resources
inherited from the past which people identify, independently of ownership, as a reflection
and expression of their constantly evolving values, beliefs, knowledge and traditions. It
includes all aspects of the environment resulting from the interaction between people and
places through time.” (FARO Convention, Council of Europe, 2005). However, it is not
possible to perceive a definition of the cultural heritage as a static phenomenon, but rather
as a dynamic process of constant evolution shaped by the changing contexts and
expectations and perceptions of the society.
Today, many regard beyond standard definitions and perceive cultural heritage as a vital
resource for socio-economic and sustainable development, which can significantly
contribute to smarter, environmentally friendly, socially aware and more inclusive societies.
In line with this approach, this guide aims to demonstrate the key practices that led to
more sustainable and durable cultural heritage, successfully facing the challenges and
threats seen in the economic, socio-cultural, environmental and political pressures.
Moreover, we hope that they will serve as inspirational guidelines which can help local and
regional governments and decision makers to comprehend the full potential of cultural
heritage and potentially improve the local and regional policies in cultural heritage sector.
However, in whatever way we perceive the heritage, whichever definition we take as the
most accurate one, cultural heritage always possesses cultural and historic values
transcending all the definitions and boundaries, and the values that society itself places on
the elements of heritage. As such, in one way or another, heritage always encompasses
the universal values worthy of preservation, representing an essential component of the
humanity.
Sustainable development has been defined in many ways, but the most frequently quoted
and world famous definition is from the Brundtland Report: "Sustainable development is
development that meets the needs of the present without compromising the ability of future
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Regarding cultural heritage, much in the same way, sustainable cultural heritage means
preserving cultural heritage for future generations, while at the same time finding a
balance and harmony between the cultural heritage and the people who would like to
experience it.
Cultural heritage and sustainable development are strongly linked. The goals of
sustainable development are assisting heritage conservation and help raising awareness
about the importance of heritage conservation for maintaining our identity. On the other
side, both tangible and intangible cultural heritage can be used as a catalyst for the
sustainable growth and can strongly contribute to the social cohesion and enhancing the
sense of identity, stimulating local communities and young people to engage with their
environment. Moreover, cultural heritage can be seen as a vital resource for production
and competitiveness and an initiator for introducing environmentally friendly solutions.
The overall aim is to use cultural heritage as a driver for sustainable development in terms
of having a sustainable approach in regeneration of cities, urban and rural landscapes
which are part of the heritage; in using innovative adaptive (re)development solutions
when restoring built heritage and historic buildings, that way reducing carbon emissions; in
applying holistic approach in managing natural and cultural heritage together; thus strongly
contributing to the overall economic, cultural, social and environmental sustainability and
the strong improvement of people’s lives and well-being.
Sustainability and durability of cultural heritage are generally seen in the social, cultural,
economic and environmental sense. Heritage, in the same manner as culture in general,
has its inherent as well as instrumental values. In the first case, the focus is usually on
heritage value reflected in its artistic, aesthetic, intellectual and identity-related
expressions. In the second one, different expressions are in question depending on the
developmental issue, such as economic, educational, health, urban, etc. where the public
value can be differently measured (i. e. by way of happiness index, health index,
environmental protection index, creativity index, etc.). Still, when reflected in terms of
policymaking, value has often been reduced to its measurable outputs in order to justify
the instrumental criteria for public-funding allocations while tight public spending
environment increases further the pressure on heritage assets to demonstrate the value
they create (Bakshi & Throsby, 2010).
It is often the case in practice that heritage specialists focus only on heritage inherent
values (heritage per se) ensuring that proper conservation activities are applied under the
highest standards. As much as this is of the utmost importance, it always requires
enormous economic investments and may, at the same time, be in collision with other
heritage aspects (e.g. social or environmental). This is why heritage sustainability should
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be approached in a holistic manner, ensuring that all other aspects (social, economic,
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environmental) are equally represented and properly managed. Only in this case we can
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consider not only effective heritage management but also an efficient one. Thus, while
ensuring proper conservation may mean effective durability of the heritage asset, it does
not necessarily include the best possible economic way how to achieve it, which may
actually be a threat to heritage sustainability. In the same way, ideal conservation activities
may sometimes prevent people to use heritage assets since they do not respond to their
daily needs which are substantially different from heritage asset’s original function. Again,
it compromises the idea of heritage sustainability as well as durability. Similar examples of
the complexity of achieving heritage sustainability/durability may include dilemmas such as
whether to preserve the unique historical image of the heritage asset or opting for the
efficient energy consumption of the asset. Or while striving to maintain sustainable use of
the asset, dilemmas may be expressed on the importance of a positive asset’s financial
balance over its public function. Thus, it is obvious that sustainability and durability of
cultural heritage are not stand-alone concepts but often involve a negotiation process
among its various aspects. A holistic view to the topic is, therefore advocated
Instrumental values cultural heritage assets possess are often seen not only as an
opportunity for territorial development but should also ensure that cultural heritage values
of the assets are maintained. These are scientific, aesthetic, cultural/historic, landscape-
related, educational, economic values, its uniqueness and importance for the local
community. Therefore, further challenges in ensuring sustainability of these values exist.
Table 1. presents these values.
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- possibilities of the cultural
heritage asset for offering
scientific research;
Scientific value - existence of the scientific papers
published on the cultural heritage
asset etc;
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beverage), or its use in
promotional materials;
- close connection of the local
community connected with the
Value for the local community cultural heritage asset and
intensity of this relation etc;
The challenges related to the mentioned values may range from poor maintenance which
may affect asset’s aesthetic value; over-exploitation for tourism purposes, which
potentially damages not only the heritage assets but affects heritage bearers’ (citizens’)
lives sometimes even leading to gentrification; use of false or incorrect historical data
used for educational or scientific purposes, even with the aims of political manipulation;
staging of heritage events or presentation of unauthentic heritage with no connection
with its cultural/historic value; disputes on the uniqueness of registered heritage assets;
to loss of awareness on the ownership and local community connection to cultural
heritage.
Unfortunately, there are many examples of bad practices worldwide, threatening the
values of cultural heritage, its aesthetic, cultural, scientific, educational values, bringing
some of the world unique heritage sites or cultural object at risk. Further text brings
examples of each of these challenges.
Poor maintenance of the cultural heritage assets can significantly affect not only their
sustainability, but also causing the complete loss of their values. In case of restoration,
response to this challenge is in involving the relevant experts in the restoration works and
in using appropriate materials and techniques in the renovation process. A bad practice
example may be illustrative. At the main square of the city of Zagreb, capital of Croatia, on
a facade of the „Popović house” there is a five meters long relief „Peasants” carved into
the facade of the building, the master piece of Croatia’s most renowned sculptor Ivan
Meštrović. Made in 1907, this is the only work of the sculptor made in painted ceramics.
The relief was not maintained since its installation and due to the weather conditions it
started to deteriorate and thus, its aesthetic value came into danger. Moreover, in 2009,
the workers of a company specialized in large-format outdoor advertising, during the
installation of the big advertising board on the „Popović house” have damaged the relief by
making the holes in it. The year after, restoration project of the Meštrović’s relief has been
done by the Croatian Conservation Institute, with the financial support of the Ministry of
Culture of the Republic of Croatia.
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ted attractions and cities are becoming the victims of overtourism that turns them into the
tourist theme parks, devastating their local environment. It means that there are too many
visitors in a particular destination and often, tourists even outnumber the local residents.
The city of Dubrovnik, one of the best-known heritage sites in Croatia and UNESCO World
Heritage site, has been a victim of the overtourism for years. In August 2016, more than
10,000 visitors bought tickets for Dubrovnik City Walls, one of the best-preserved
fortification systems in Europe, dating back from the 13th century. That same year,
UNESCO has threatened to remove Dubrovnik from the World Heritage List. That made
local authorities to undertake some urgent measures and tools in order to limit the number
of tourists in the city, such as restricting the visitor numbers to 8,000 per day, arguing that
when more than 8,000 visitors are inside the Walls of the Old Town, a devastation
becomes unavoidable; installing surveillance cameras to count people entering and
leaving the fortified complex; limiting number of visitors from cruise ships, etc. Although
UNESCO removed Dubrovnik from the list of heritage sites at risks, overtourism is still
present in Dubrovnik and some consequences are irreversible. Thus, overtourism drove
out local habitants from the old city and today just a bit more than 1,500 residents live in
the Old Town, in comparison with 5,000 in 1991. Overtourism also overloads city’s
infrastructure and threatens its natural and cultural heritage by large number of tourists
passing the city, particularly during the high peak season when thousands of visitors walk
the old limestone street in the historic centre and the great City Walls.
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Source: www.thedubrovniktimes.com
After researchers from the Oxford University and the Royal Botanic Garden Edinburgh
carried out the study investigating the exhibits of the natural history specimens in
museums, they discovered that 50% of them, held in the world’s museums are probably
wrongly named, what is a problem in terms of educational and scientific values. The main
problem is that museums present incorrect data, thus world’s natural history collections
worldwide are providing the incorrect data, displaying the names of the specimens, which
do not correspond to the reality what brings to question their educational value and a
significant educational role that is the essence of the museums’ existence.
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Source: http://www.ox.ac.uk
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Carnivals around the world originated centuries ago and are part of the humanity’s identity
and a world cultural heritage. While it is a considered a Catholic, Christian celebration that
ends on Shrove Tuesday in many countries, anthropologists generally consider carnival to
be an heir to the ancient celebrations of the end of winter and the imminent arrival of
spring, a tradition harking back to medieval Europe. However, the exact dates of these
traditional celebrations may vary in a few days, but usually they all begin in a mid-February
and end on the night before Ash Wednesday.
There is also a long tradition of celebrating carnivals in Croatia deeply rooted in the
tradition of the country, with the most important one taking place in the Kvarner Bay. A
small town in the north coast of a Kvarner Bay, Novi Vinodolski has also a long tradition of
the carnival celebration, called „Novljanski Mesopust” which is also registered as a
protected cultural good of the Republic of Croatia. „Mesopust” begins on Thursday, three
weeks before Ash Wednesday according to the Catholic calendar, and lasts until the Ash
Wednesday and includes a series of events representing a long lasting traditions and
customs of the area. Since Novi Vinodolski is also a popular tourist destination situated at
the north part of the Croatian coast, it is most visited during the summer months. In order
to provide tourists with the experience of a traditional custom of the area, city of Novi
Vinodolski is organising the International Summer Carnival in the month of July this way
staging the heritage event in summer only to attract more visitors and provide the
tourists with a unique experience. This way, Summer Carnival is losing its cultural/historic
value since it does not follow the tradition of carnivals in winter months having no
foundation in the historic heritage of the city.
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Source: www.novi-vinodolski.hr
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Recognised as a UNESCO World Heritage Site, the Taj Mahal, built in Agra between 1631
and 1648, is one of India’s most recognisable icons and is one of the universally admired
masterpieces of the world's heritage.
Dubai has unveiled plans for building a replica of the Taj Mahal, named Taj Arabia, as part
of the Falconcity of Wonders project. Taj Arabia is planned to be three to four times larger
than the original and would also incorporate the famous Mughal Gardens and other
architectural landmarks of the original heritage site. The plan to copy the UNESCO world
heritage site in Dubai has evoked a strong criticism in India, particularly among the citizens
of Agra. Taj Mahal represents the finest architectural and artistic achievement through
perfect harmony and excellent craftsmanship in a whole range of Indo-Islamic architecture.
The original Taj Mahal in Agra, India took over 22 years to build in the 17th century. Thus,
many consider that creating a replica, made of glass, in a city of Dubai, represents an
inappropriate and degrading act of duplication of an exquisite, universally important
cultural heritage. Moreover, this kind of presenting one of the world’s most important
heritage sites is a bad example of staging an unauthentic heritage with no connection
with its true historic or cultural values. Project of Taj Arabia is announced to be open years
ago, but the scheduled opening has been delayed and the project is still not completed.
Source:www.emirates247.com
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In 2009, „Annual carnival bell ringers’ pageant from the Kastav area” has been inscribed in
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the UNESCO Representative List of the Intangible Cultural Heritage of Humanity. Bell
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ringers (Zvončari) refers to the groups of men of the Kastav area, marching through their
own and surrounding villages in processions via traditional routes, several kilometres long
during the Carnival period (between the 17th of January and Ash Wednesday). They all
have sheepskin throws turned inside-out and bells, after which they were named. They
ring with the bells by moving in different ways, which requires certain skill and physical
endurance. It is considered that not just anyone can become a bell ringer. When this
valuable intangible heritage was inscribed in the UNESCO list, the problem among the bell
ringers from different villages has arisen because it was not clear whose bell ringers were
on the list (three different villages). Thus, a „bad formulation” caused disputes among the
different group of bell ringers, instead of awakening the sense of pride for being
recognized as a world’s protected heritage.
Source: https://croatia.hr
Loss of awareness on the importance of the cultural heritage and of a sense of belonging
is at the core of the vandalism on the cultural heritage assets. Graffiti paintings are one of
the most severe threats to the tangible cultural heritage all over the world. Numerous
cultural heritage sites in Delhi, India, are being vandalized, treated as canvases, being
devastated by graffiti, or carved by the hooligans. The sharp carvings on the walls of
Golconda fort and Charminar in India are the example of a serious devastation of cultural
heritage, making it very difficult to preserve the sites and retain the originality of material
used. Red Rock Canyon National Conservation Area in Las Vegas is facing one of the
most disturbing threats to their heritage, graffiti sprayed over Native American rock art, left
by the American Indians, by the known prehistoric archaeological cultures that lived in the
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Besides the restoration works
and removing graffiti from the
heritage sites, another way to
decrease vandalism is by
educating visitors as well as
creating awareness among
young people and local residents
about the importance of
preserving their heritage as a
part of their identity.
Even when the prerequisites for sustainability of a certain cultural heritage asset exists,
meaning that there are no environmental pressures and that the funding for its
conservation is assured, with a strong connection of the community with it, it does not
necessarily mean that durability of the asset is assured. How long a cultural heritage asset
will last in time greatly depends on how it is managed. Thus, durability is seen as a
constituent part of sustainability and has so far proven to be the major issue for most of
European heritage assets, especially in transitional countries. The question of appropriate
heritage management requires different skills not only related to heritage conservation but
skills related to its planning, long-term financing, specific heritage-related product
development, marketing, visitor/community/employees management, interpretation,
evaluation, etc. Ensuring durability actually means not being better at one skill over
another but finding the right option and balance which would reconcile all aspects related
to a heritage asset’s life cycle.
Finally, potential challenge in ensuring cultural heritage sustainability and durability may be
seen in trying to prescribe the same apply-to-all-recipe which would be transferable to all
possible contexts. As much as transferability is a desirable concept since we profit from
the exchange of experiences, nuances in contexts may greatly affect the outcomes. This
points out to another important challenge of standardisation. It is possible, but too much
standardisation could lead to a deprivation of innovative solutions, which sometimes lead
to competitiveness and may greatly affect sustainability/durability itself.
considered as a financial burden and only a “moral obligation” of the society, but it is rather
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seen as a possible driving force for regional development and economic growth, providing
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opportunities for innovations, entrepreneurship and sustainable development. Tourism, as
one of the main sectors of economic and regional development, is increasingly using
cultural and natural heritage as its key factors for attractiveness of a destination; many
tourists choose their travel destination because of the heritage it offers. According to the
report of the European Council from 2014, 27% of EU travellers indicate that cultural
heritage is a key factor in choosing a travel destination. In 2013, 52% of EU citizens visited
at least one historical monument or site and 37% a museum or gallery in their respective
countries, while 19% visited a historical monument or site in another EU country.1 Thus,
cultural heritage plays a significant role in a tourism industry, creating jobs and strongly
contributing to the development of cities and regions. Particularly regional economies
which are facing difficult times can strongly benefit from their cultural heritage as a
contributor to regional development, creating new jobs and attracting visitors, thus
contributing to both economic and social aspects of their development.
Besides tourism, the “industry” of cultural heritage, including renovation and conservation
works in heritage sites represents a significant source of income. According to the
European Construction Industry Federation, in 2013 renovation and maintenance
represented 27.5% of the value of Europe's construction industry.2
Cultural heritage is not only important for the economic aspect of development, but it also
strongly contributes to the social cohesion, empowering the sense of belonging and
identity.
Last but not least, cultural heritage can have a significant role in a sustainable
development, by using a sustainable approach in the regeneration of heritage sites and
energy-efficient re-adaptation of heritage buildings, promoting sustainable tourism,
bringing culture and environment together, contributing to a sustainable development of
cities and regions all over Europe and worldwide.
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1
European Commission, Towards an integrated approach to cultural heritage for Europe, COM(2014). 477 final
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2
Ibid.
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III. WHAT CAN BE CONSIDERED A GOOD PRACTICE IN CULTURAL HERITAGE?
Sustainability and durability of cultural heritage generally can be seen in the social,
cultural, economic and environmental sense, thus our first set of criteria was focused on
exactly those criteria, examining the quality of conservation activities and impact on the
long-term preservation and safeguarding the cultural heritage; economic potential and
viability of a cultural heritage projects; and any possible negative impacts of the cultural
heritage to the environment.
Second set of criteria was more concrete and focused in details on the cultural value of the
heritage asset, researching all its components. Since sustainability can be perceived in
many different dimensions, it is difficult to achieve full sustainability, in all its aspects.
Thus, cultural heritage assets may be sustainable e.g. in its economic sense, but at the
same time failing to ensure heritage cultural values or having no meaning to the local
community which should normally be its direct beneficiary.
In order to find out the answers to what extent and in which elements a specific cultural,
tangible or intangible heritage asset is sustainable, it was necessary to ask ourselves the
following questions, analysing the combination of different values:
Is this heritage asset a valuable resource for science and scientific researches?
Are the aesthetic characteristics of the heritage well preserved and unique,
representing an asset of a special artistic worth, having the aesthetic quality that
induces enjoyment? Have the modalities for sustaining its aesthetic value been
developed?
Do the historical character and content of this particular heritage provide
connection with the past and a sense of continuity? Is it important resource of
safeguarding the memory of the place and a human memory, adding significant
importance to people’s cultural identity?
How it is linked to its surrounding landscape? Is it acting in a dialogue with its
environment?
Does it possess any unique features? Do some of its features have a potential for
registration of the heritage asset in any national/international or UNESCO registers
for its uniqueness?
Is it recognized to playing an important educational role, being used for diverse
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educational purposes?
Is it a contributor to the local community development? Does it enhance the
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connection of the local people with their heritage, evoking a sense of pride and
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belonging; is it contributing to the promotion of a local community, strengthening
social cohesion?
Does it contribute to entrepreneurial activities (e.g. crafts, companies, souvenir
production, etc.), or different other services (e.g. catering, hotels, food and
beverage); to employment of a local population? Is it a contributor to the rural,
urban or regional development, creating new business opportunities for local
citizens? Is it a driver for economic, touristic and social development of the
community? Do they collaborate with the entrepreneurs, hospitality industry,
creative industries, artisan and other relevant stakeholder?
Finally, the last set of criteria questioned the transferability of the existing practice to other
environments through their organisational models, policy making process, use of specific
tools, or the way they manage possible risks.
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IV. HOW-TOS FOR CULTURAL HERITAGE DURABILITY AND SUSTAINABILITY
DIRECT FUNDING
This category most often entails public budget funding for cultural heritage and is often
mostly relied on. KEEP ON project previously collected good practice examples of heritage
sustainability within the project partnership, which proved this category for most of heritage
assets to be indispensable. It is mostly administered via national/regional/local tenders
opened by public representative bodies. Types of support are mostly grants.
Beside publicly administered grants, direct funding may also entail privately administered
grants or those offered by foundations. EU funds are one of these type of grants
administered on the supra-national level.
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HERITAGE TOURISM IN A PLACE OF POWER: USING THE EU FUNDS TO
RECONSTRUCT AND REVIVE THE PAST AT CHECINY ROYAL CASTLE
The Royal Castle in Chęciny was built on a Castle Hill above the town, at the turn of
13th and 14th century. The circle of the outer defensive walls, the two towers, the
bastille and the foundation of the residential buildings are fully preserved up to now,
thanks to the process of restoration and revitalization of the castle and its
surroundings. Currently, it is one of the most visited heritage site of that type in Poland.
In order to safeguard this unique built heritage and to preserve the intangible and
historic heritage of the area, keeping the evidences of life in medieval times,
Community of Chęciny initiated a project of restoration and revitalization of the castle.
Another goal of the project was to increase the attractiveness of the castle as a visible
cultural tourism destination, by creating authentic visitor experiences such as live
presentations of the medieval activities, organizing Siege of Chęciny castle; various
workshops and other supporting visitor activities in the castle (e.g. “Night Sightseeing”).
Those projects reinforced the intangible heritage by conserving and revitalizing the
related built heritage (the castle). In this way, a sustainable curve has been created, in
which the intangible heritage supports the tangible heritage and vice versa.
www.zamek.checiny.pl
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Dir
ect
TIPS FROM THE CASE STUDY:
fun
Use available EU funds for restoration and revitalization of cultural heritage din
(in this case: ERDF, ROP for the Świętokrzyskie Voivodeship 2007 – 2013.). g
als
Use restoration of the tangible heritage as a catalyst for the reinforcement in
o
the intangible heritage and vice versa, use intangible heritage to increase the
rel
attractiveness of the heritage site.
ate
Involve relevant experts in the restoration works, use appropriate materials
s
and techniques to ensure the preservation of the heritage. to
inh
eritance (e.g. inherited cultural assets) when assets directly pass from one owner to
another. Further on, one of the common ways of direct funding is related to sponsorships
and donations, the first ones requiring some kind of action in return to the supplied
funding (e.g. advertisement, entrance fees without a charge), while the second ones are
released of that. Donations can include larger amounts, usually expected from private
companies, but also smaller amounts donated by direct participation of citizens. The usual
way of collecting small donations is by way of donation boxes at the entrance/exit of a
cultural heritage asset.
Source: www.nationalgallery.org.uk
that are members of Royal FloraHolland and by trading companies that are Royal
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FloraHolland's customers, generously supported the National Gallery’s Dutch Flowers
exhibition. This support helped bring iconic Dutch flower paintings from the early 17th to
late 18th century to life for the first time in 20 years.
The Gallery hosted a floral design workshop that taught about the style and
composition of Dutch still-life paintings and participants created their own floral
arrangements to take home. Over 170 people entered a competition to win a place at
this workshop.
This collaboration was promoted across all social media and the Gallery saw an
increase in visitors to the exhibition over the floral display weekend of 5,454 people
compared to the previous weekend.
www.nationalgallery.org.uk
www.funnyhowflowersdothat.co.uk
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TATE MEMBERSHIP – A SPECIAL PASS INTO A WORLD OF ART
Source: www.tate.org.uk
Tate Members make important contribution to Tate’s work, its exhibitions, collections
and programs with a remarkable income that Tate generates every year through the
membership subscriptions. Tate Membership secures many exquisite experiences and
benefits to its holders. Tate Members have unlimited free entry to every exhibition
across the four Tate galleries and the access to the stunning Members’ Rooms at the
Tate Modern and the Tate Britain which are great places to relax in a calm space, and
in Tate Modern also with a spectacular view of London. There is also the Tate Etc
magazine and those members who are paying extra get invited to the special viewing
and exclusive events.
Other benefits include a discount in the Tate shop, free entry for up to six children aged
16 or under and a priority access, enabling members to explore major exhibitions with
Members Hours when the museum is quiet.
www.tate.org.uk
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TIPS FROM THE CASE STUDY:
Source: https://blog.etsy.com
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In 2015 the Museum of Natural History in New York and online marketplace Etsy
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the museum’s collection.
Etsy Wholesale designers were invited to create the limited-edition products for the
museum’s gift shop, inspired by a behind-the-scenes tour of the museum’s collections.
The line included over 140 items created by 22 Etsy artists, and was sold in both the
museum’s gift shop and online.
https://blog.etsy.com/en/inspired-by-the-american-museum-of-natural-history/
The “I luoghi del cuore” (Places I love) project which started in 2003 by the famous
Italian CSO Fondo per l’Ambiente Italiano (FAI) in collaboration with the Intesa
Sanpaolo bank (project sponsor), focuses on awareness raising work on the
importance of the national heritage. The aim of the project was to effectively involve
the whole population – regardless of age and nationality – by fostering awareness of
our artistic, monumental and natural heritage.
The project consists of two phases. First, over a six-month period, people are asked to
vote for their favourite place in Italy, place they love and would like to see protected.
They can do it both online and on printed cards at FAI sites and in Intesa Sanpaolo
bank’s offices. FAI then enumerates the entries received and selects certain places to
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work on. Thanks to the census, some of them will then be restored, in co-operation
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with the relevant local institution and the contribution of the bank; while others will be
referred for the attention of the authorities concerned.
Through a carefully planned media campaign to raise awareness of the Italian cultural
heritage and the ease of engagement in the census, a wide public has become
involved.
Since 2003, with the help of this initiative and a financial support of FAI and Intesa
Sanpaolo bank, 119 different cultural heritage projects in 19 Italian regions have been
funded.
www.fondoambiente.it/il-fai/grandi-campagne/i-luoghi-del-cuore
Source: www.fondoambiente.it
Think about the cooperation with the bussiness sector/economy, involving both of
the sides in projects’ realization.
Understand the need of the country or a region, actively involve local community
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or a general public, depending on the scope of your project, raising their awareness
of the importance and potential of their heritage.
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Plan and implement a joint marketing campaign in cooperation with the sponsor of
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Somewhat more innovative type of sponsorship/donation is seen in crowdfunding
campaigns which raise small amounts of money from a large number of people, typically
via the Internet. They usually give something in return after achieving the set goal (e.g.
entrance tickets free of charge). Typical crowdfunding platforms are Indiegogo
(www.indiegogo.com), Fundinghero (www.fundinghero.com), Gofundme
(www.gofundme.com), Kickstarter (www.kickstarter.com), Fundly (www.fundly.com),
Justgiving (www.justgiving.com), some of them more or less appropriate for heritage-
related projects funding.
The Royal Research Ship (RRS) Discovery is one of Britain's most important historic
ships, registered as part of the UK's National Historic Fleet. It was built in 1900 for
Captain Robert Falcon Scott's first Antarctic expedition. With its unique design
features, as the first ship specifically designed for scientific research and for work in
the polar regions, it is an outstanding example of the shipbuilding in Britain and of the
only preserved example of the wooden three-masted sailing ships built in Britain.
The campaign was successful, £41,795 have been raised in 35 days, with 250
supporters.
www.rrsdiscovery.com
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Source:www.rrsdiscovery.com
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TIPS FROM THE CASE STUDY:
RETAIL
Retail activities often offer additional funding opportunities. These often include souvenir
merchandise, usually but not always necessarily linked to a cultural heritage asset such as
miniature replicas, guidebooks, postcards, posters, T-shirts, calendars, mugs, pencils, key-
holders or other handcrafted goods (Timothy & Boyd, 2003). This type of spin-off products
is important for the whole community since they often produce them.
Not all cultural heritage assets can offer accommodation and catering activities since they
are context dependent. If possible, however, they may be a substantial source of funding
extending the visitor stay alongside their consumption. They usually include historic
houses revitalisation in rural settings or art/historic hotels in urban environment. Their
accommodation capacities are not necessarily large but are aimed at more affluent
visitors/tourists. Accommodation-related funding may further be financially enriched with
additional supply of events (e.g. organisation of conferences, courses, workshops,
conferences), which are charged separately.
When it comes to catering, it may be additional source of funding for a heritage asset
offering a variety of services (e.g. restaurants, snack-bars, coffee shops, ice-cream
shops). In terms of sustainability, authentic food supply thematically linked to a cultural
asset may be an interesting solution.
Re-use of the historic and religious building in rural areas is today one of the urgent
topics in heritage safeguarding. The project of restoration and re-use of the old
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monastery in the Ribeira Sacra region in Spain, re-purposing this historic building
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for the hospitality services, was an answer to the problem of creating a new use of
this historic space and safeguarding a valuable historic and architectural heritage,
while ensuring the way for its sustainability.
Santo Estevo Monastery is one of the most prominent and spectacular exemplar of
a rich monumental heritage of Galicia. With various styles, from the Romanesque to
Baroque and Gothic and with its origins believed to date back to 6th and 7th
century, it is declared a Historic-Artistic Monument in 1923. By restoring it, re-using
it for a commercial purposes but keeping its unique characteristics of a
Romanesque and baroque architecture, the project ensured the safeguarding of this
valuable historic and religious heritage. Furthermore, in cooperation with the various
cultural actors, a hotel is a host of different cultural events, such as exhibitions,
concerts, performances, etc. This way, the project also has an impact on a stronger
cultural development in this area, bringing the history and art together with the
purpose of revitalizing and safeguarding the culture as a driving force for a wider
development of a local community and for the tourism development of the whole
area.
The hotel is managed by a public, state-owned luxury hotel chain, Paradores, thus it
is a specific form of a profitable business, owned and run by a state-owned
company responsible for the management and decision-making processes. The
restoration works related to the restauration of the building are done in coordination
with the Regional Government Department. This type of redevelopment of a
religious heritage can be transferable worldwide, but to the countries of similar
values, concerning the different views on the religion and a religious heritage in
different countries.
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www.parador.es/es/paradores/parador-de-santo-estevo
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Parador Santo Estevo – how tourism and heritage work together?
Interview with Santiago Carrera Cal, director of Parador Santo Estevo (April 2019)
Do you successfully overcome challenges related to your cultural heritage asset
conservation (e.g. lack of finances, modernisation, tourism) pressures?
Paradores de Turismo is a public hotel chain whose values include the conservation of
historical buildings and promoting tourism, culture, economy and gastronomy in the zones
where they are found. In the establishments’ operating accounts there is an account
designated for repairing and conserving the building.
Do your available funds cover all the required expenses need for the life of your cultural
heritage asset?
Part of the funds is from the establishment itself, and other funds come from the corresponding
Ministry and Directorate General of Heritage.
Does your cultural heritage asset have any negative impact on the environment (e.g.
production of waste, air or water pollution, sewerage system, etc.)?
Being a hotel, it is inevitable that some waste will be generated, but this waste is properly
managed in accordance with the environmental requirements and our own internal regulations
to comply with the ISO 9001 and ISO14001 quality and environmental management system
standards.
Does your heritage asset attract a substantial number of visitors? If so, does it affect
the social life of the community?
Yes, it attracts a large number of visitors and impacts positively on the community, as it
generates commercial activity, money and jobs.
Is your cultural heritage asset preserved? In what way (by what mechanisms) do you
preserve and protect your cultural heritage asset?
One of our obligations is to not only preserve cultural heritage, but also to be responsible for
sharing it and making it known, to the guests staying here but also visitors and tourists.
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It is not potential, it is a current reality, but we must continue developing and sharing it.
Is your local community closely connected with your cultural heritage asset?
The establishment and its surroundings have very significant value in this destination and we
maintain a close relationship and collaboration with the local community, with the aim of
making them participants, and also to collaborate with sharing the culture, history and tourism
of the destination.
Does your cultural heritage asset have any economic significance for the local
community? If so, what kind?
Yes. The Parador is a touristic landmark, not only in the Autonomous Community but
nationally. This, along with the destination of Ribeira Sacra, is making this area grow and grow
as a tourist destination, which is impacting on the local community by generating wealth, new
businesses, jobs, etc.
Are there any specific management tools you use for the improvement of management/
operation of your cultural heritage asset?
Paradores designates a part of its earnings to the dissemination of the culture of the
destinations where it is located. This is one of its main policies. To finance these policies, we
receive the support of Heritage and other Ministerial Bodies.
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EVENTS
Organisation of different on-site events may be additional source of funding, which is may
especially boost the off-season cultural heritage-related economy. Events must be
carefully planned not to interfere with cultural heritage values. They usually include
different conferences and courses but may also relate to festivals, weddings, exhibitions,
even games (e.g. paintball). Earned revenues from this type of funding mostly relates to
participation fees, but also space/equipment rentals, utility and service fees, or may be
negotiated based on percentage. While these activities may substantially support
heritage finances, it is necessary to plan them with a sense for measure (Timothy &
Boyd, 2003).
The archaeological site of Philippi, located in the Northern Greece, is one of the
heritage sites listed at the UNESCO World Heritage List what strongly consolidates its
reputation as a unique place of an extraordinary value for the human civilization. It is
an exceptional testimony to different historic periods and civilizations, from prehistoric
times to Byzantine periods. What makes it unique is the assembly of the architectural
heritage preserved at the site, representing various architectural types of monuments
expressing development of architecture during the Roman, Christianity and Byzantine
period. The remains of the ancient city of Philippi represent a unique example of
Roman architecture, with its specific configuration giving him attributes of a “small
Rome”. Undoubtedly, the most impressive building of this period, despite the changes
that it has undergone over the centuries, is the ancient theatre of Philippi.
Every summer, the municipality of Kavala organizes the Philippi Festival, the second
oldest festival in the country. Since 1957, it has attracted thousands of Greek and
foreign visitors. Held annually, throughout July and August, it hosts a number of
various productions, theatre performances (classical drama and contemporary
productions), concerts, dance, poetry, visual arts and other parallel events which
together create a specific character of the festival, presenting an extending example of
the valorisation of both tangible (the monument itself) and intangible heritage. Although
the main part of the festival activities takes part in the ancient theatre of Philippi, over
time many of them started taking place also within the city of Kavala. Thus, audience
can enjoy festival activities in the fortress of Kavala, the gardens of Mehmet Ali and
other points of the city, but also around the archaeological site of Philippi. Diversified
and rich visitors activities, and label of the UNESCO site impact significantly the
revenue related directly to the consumption of heritage, increasing the earnings and
thus ensuring the necessary funds for the conservation and maintenance of the site.
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Still, by entering the UNESCO list, the site has certain commitments in terms of
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protection of heritage assets what ensures the sustainable approach to the exploitation
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of site in purpose of tourism.
The management authorities are aware of a potential risk for the site, caused by the
increased visitor flux and the preventive measures have been identified within the Risk
management plan. This approach to the heritage as a potential driving force for the
economic development in order to generate income for the further conservation of the
site, while at the same time taking into account the need for preservation, ensuring the
sustainability of the site, ensures the sustainability and durability of this outstanding
cultural heritage.
www.allaboutfestivals.gr/en/festivals/philippi-festival/
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PRIVATE HIRE/RENTALS
For those cultural heritage assets owning the space, it may be opportune to use it for
different rentals not always necessarily culture-related. It may be for different events (see
above) or longer-term rentals (e.g. catering, education, etc.). Beside space, other heritage
assets may be rented. These can be, for example, museum exhibits (usually replicas) for
film sets, photography or advertisements, or theatre costumes to be used for carnival
purposes.
The British Museum offers a range of possibilities in terms of commercial hire, providing
its unique spaces for different events such as conferences, fine dining and receptions,
product launches, filming, press conferences, screenings, presentations. The museum’s
public galleries are thus complemented with the range of conference facilities which can
accommodate up to more than 320 persons. BP Lecture Theatre, for example, with the
capacity to accommodate 323 persons in a comfortable fixed tiered seating, and a
raised stage with the highly modern technological equipment, serves as a perfect space
for conferences and film premieres, award ceremonies, product launches, or other
events, according to the needs of the clients.
Besides lecture theatres and other meeting rooms, there is a possibility to hire the East
and/or West Foyers, elegant and stylish museum spaces, perfect for a standing lunch or
drinks reception, as well as for seated meals or refreshments. The foyers provide a
welcome 'blank canvas' for clients wishing to brand the space and to exhibit their
company or products with elegance and style. Together with the commercial renting, the
British Museum offers a range of personalized corporate and branded gifts, but also
high quality replica sculptures and museum objects as perfect souvenirs for clients and
their guests.
One of the particularities of the British Museum is renting the space for film settings,
whether it is for making films, documentaries, advertisements or even radio
programmes. Many museum’s galleries and spaces can thus be used as a set for
filming, including Egyptian sculpture gallery, Enlightenment gallery and other gallery
spaces; the Queen Elizabeth II Great Court which is the largest covered public square in
Europe enclosed under a spectacular glass and steel roof; the Reading Room and
several other museum spaces ideal as locations for filming. Thus, numerous movies
were filmed at the British Museum, from the older ones such as Bulldog Jack (1935) or
Night of the Demon (1957), to the modern ones such as Night at the Museum: Secret of
the Tomb (2014) or Justice League (2017). Besides renting spaces for filming, museum
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also possesses a large archive of high-quality video footage which they offer to the
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www.britishmuseum.org
Think of the unique characteristics of your heritage and opportunities for their
commercial hire/rental as a source of an additional funding.
Establish cooperation with different sectors (creative industries etc.), enhancing the
promotion of your heritage/project/institution.
INTERPRETATION
The Roman Mining Complex of Tresminas was one the most important gold mines in the
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age of Roman Empire which dates back to the 1st-2nd century A.D. With the specific
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techniques of mining used by Romans, not only gold, but also some other minerals, such
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are silver or lead have been extracted in this mine. The mining activity in the area
resulted in creation of the monumental ensemble of the mineral exploitation sites,
completely immersed in the existing natural landscape of the area, but also of unique,
well preserved underground complexes of boreholes and galleries.
This unique mining heritage has remained well preserved for almost eighteen centuries;
it is classified as the Public Interest Property (in 1997), and more recently, some
components of the water supply system of the mining zone are classified as Public
Interest Monument (in 2012). In 2014, the Interpretative Centre of Tresminas (Centro
Interpretativo de Tresminas) was set-up to promote knowledge and awareness of this
important historic and archaeological heritage.
Besides the permanent exhibition displayed in the Centre, there is also an open-air part
of the Centre, where different supporting interactive activities for the visitors are
organized, in order to promote and enhance the enjoyment of the main cultural value of
this heritage site. Guided visits of the mining sites at open-air, and also of underground
mining complexes provide an authentic experience to the visitors and represent an
additional source of funding for the site. In the permanent exhibition, the outstanding
values of this intangible (mining activity) and archaeological, as well as historic heritage,
are presented and interpreted in a through a state-of-the-art interactive exhibition, with
the strong focus placed on a narrative scenography and various multimedia, thus
enabling a diverse audience to comprehend, value and enjoy the story of this heritage
site as an important piece of history. Also, separately charged guided tours
accompanied by the experts are organized for tourist groups and schools.
All these interpretation activities are aimed at better comprehension and enjoyment of
the visitors, at the same time raising awareness of the visitors about the importance of
preserving the mining complex and sites as an outstanding cultural, historic and
archaeological heritage. Moreover, most of them are charged separately and thus
provide an additional source of funding.
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www.tresminas.com
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TIPS FROM THE CASE STUDY:
Create different interpretation activities with purpose of educating visitors, but also
to enhance their experience of heritage.
Raise awareness of the visitors on the value and importance of your heritage,
indirectly contributing to its sustainability.
Design various interpretation activities („in situ“ guiding tours; museum guided
tours for diverse audience, educational activities, etc.), which can be charged
separately, thus securing an additional source of funding, contributing to the
sustainability of heritage.
USER FEES
Except for the direct funding, the most usual cultural heritage funding is linked to user fees.
They greatly depend on the cultural heritage asset type, but mostly relate to entrance
fees. Depending on the set goals, sustainability of a cultural asset may opt for
relieving visitors, especially local citizens of these fees but with another aim: to instil
ownership, awareness of heritage values, education and pride.
One of the best-known heritage sites in Croatia, the Old City of Dubrovnik, also known
as the „Pearl of the Adriatic”, has been one of the historically most important
Mediterranean ports since the thirteenth century. With its unique historic and
architectural heritage, numerous, beautiful Gothic, Renaissance and Baroque
churches, monasteries, palaces and fountains and its outstanding, well preserved City
Walls dating back from the thirteenth century, the Old City of Dubrovnik has been
inscribed to UNESCO World Heritage List in 1979.
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The main attraction of the city of Dubrovnik are the glorious City Walls, one of the best-
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systematically and continuously perfected until 1660 when the last of the towers, the
St. Stephen’s Bastion, was finished, the walls stretch over 1940 m and consist of the
main wall, sixteen towers, three forts, six bastions (bulwarks), two corner forts
(cantonatas), three pre-walls with several turrets, three moats, two barbicans, two
drawbridges and one breakwater.
Besides the City Walls, there are numerous other valuable heritage assets witnessing
the rich history of Dubrovnik: fortresses and bastions, magnificent buildings and
palaces, bell tower and churches – representing a valuable heritage which brought the
Old City of Dubrovnik the recognition of UNESCO including in the World Heritage List.
It is also a reason for having millions of visitors in Dubrovnik each year.
In order to raise the awareness of the local citizens about the importance of their own,
local, but at the same time significant world heritage, and to strengthen their sense of
pride and identity, the city of Dubrovnik decided to give a free access to the cultural
and heritage assets in the city, including the City Walls and Dubrovnik Museum
institution which gather four city museums.
www.tzdubrovnik.hr
www.dumus.hr
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TIPS FROM THE CASE STUDY:
Use different methods and tools to raise awareness of the local citizens about the
importance of their heritage and its values, enhancing their sense of belonging
and identity.
Provide local citizens free access to the local culture and heritage, thus educating
them on the value of their heritage and contributing to heritage preservation and
sustainability; however beware that free access does not create the perception of
low value of heritage, so find balance!
Establish cooperation with different sectors (creative industries etc.), enhancing
the promotion of your heritage/project/institution.
MODERNISATION
The usual rules of heritage conservation entail preserving, renovating, reconstructing and
regenerating a cultural heritage asset in its original state using original materials,
techniques, and skills. It may pose a significant challenge since the same materials or
equipment may not be available in the times we live in, and we may not be necessarily be
aware of exact skills and techniques original builders used. Besides, in a number of cases
the function of the asset itself may greatly differ from its original use, which presents a new
challenge. However, it is important to find an appropriate use of the building since it
maintains it in life (by ensuring regular repairs, heating, as well as increasing its value
among its bearers who consider it valuable).
Sapiegos, Vilnius Tech Park is the biggest ICT start up hub in the Baltics and Nordics
and an outstanding example of innovative and sustainable adaptation of heritage for its
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most innovative use. The Tech Park is housed in renovated 19th century buildings
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located in a huge, baroque site of the city. It is surrounded by 80,000 sq. meters of the
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historic park Sapieha which was originally a home to the palace of the famous
Lithuanian noble family of the same name.
Initially, the palace was reused to host a military hospital and, after adding more
buildings to the palace complex, it continued to provide medical services until 2015,
when the hospital was transferred to new premises. Back then, Vilnius City
Municipality, in partnership with the private investors, decided to give completely new
and innovative use to this heritage site and adapted the park and its buildings into a
new vision – Vilnius Tech Park, which today gathers various international start-up and
tech companies, incubators and other ecosystem players “with a mutual goal – to
shape the region’s start-up ecosystem and grow together internationally”. Thus, more
over the 50 innovative companies found their place in the Vilnius Tech Park, ranging
from freelance developers and designers to fast-growing start-ups and established
players, such as Google, Game Insight, Bored Panda, etc.
One of the aims of the Tech Park is to support the ecosystem and sustainable
development and thus, since 2017, it is also appointed as the EIT InnoEnergy Hub
Lithuania, the innovation engine for sustainable energy across Europe supported by
the European Institute of Innovation and Technology. Also, since 2018, it became the
EIT Climate-KIC Hub Lithuania, a part of a knowledge innovation community,
established and funded by the European Institute of Innovation and Technology, with a
purpose to tackle climate change through innovation.
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Today, with its significant role in community of Lithuania and Baltics, Vilnius Tech Park
is an outstanding example how new technologies can give a completely new,
sustainable life to heritage.
www.vilniustechpark.com
Source: https://vilniustechpark.com
Think of innovative solutions for adaptive repurposing of the heritage asset to fit
the current needs of the community, securing its preservation and economic
viability.
Apply environmentally friendly approach in restoration works i.e. in the
revitalization process, thus supporting sustainable development.
Involve different stakeholders in the heritage management planning and the
revitalization process.
Present times, however, may require modern approaches to it. Specific challenges to this
task in ensuring sustainability are seen for heritage assets or urban/rural environments
which involve local communities who live on sites. Their contemporary lives may require
use of air conditioners or impermeable windows for noise protection, while it may be
conservation rules may forbid them, especially in case of registered cultural heritage
assets. Solutions to these problems might find compromises in using portable air
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conditioners and use of double window sets (external keeping the original appearance of
the building and internal ones being made of contemporary impermeable materials).
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MEETING THE NEED OF LOCAL RESIDENTS WHILE PRESERVING THE URBAN
HERITAGE
Djenné is a town and an urban commune in the Inland Niger Delta region of central
Mali. Its urban landscape is known by the earthen architecture, used primarily for
religious and residential buildings. These buildings of a significant architectural
importance represent unique historic and architectural heritage, thus needed to be
preserved keeping their original appearances. But, due to the high housing
maintenance costs for local residents, adapting to their needs and aspirations, local
craftsmen and masons started to use the other materials in renovation works, in order
to reduce the housing maintenance costs. Thus, the use of fired clay tiles on top of
mud structures has expanded, with negative impacts on both visual integrity and
structural solidity, but also causing a serious damage to this unique urban,
architectural heritage.
In order to meet the constraints of local populations while ensuring heritage protection,
a financial support was provided for re-mudding.
www.unesdoc.unesco.org
(Culture: urban future; global report on culture for sustainable urban development)
Find a source of funding for ensuring sustainability of heritage assets that involve
local residents living on sites.
Raise awareness of local community about the value of their heritage by
financially supporting maintenance of their buildings which are of a significant
cultural value.
Intangible cultural assets are especially sensitive to modernisation. Often, each new
generation of heritage bearers adds new elements to local stories, dances, songs, rites,
etc., and it is extremely difficult to preserve original and authentic heritage. This practically
impossible task finds compromise in the fact that culture is not static, it is a process and is
likely to change. As much possible, though, it is necessary to employ research and
educational activities as to be able to keep up with modernisation challenges.
Heritage possesses a number of previously listed values. They are, however, of a little
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value if their bearers, therefore citizens themselves, are not aware of them. It actually
means death of a heritage asset; although it may actually exist in the form of a building, it
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means little for its sustainability if the community does not perceive its importance.
Continuous educational activities may be employed to raise awareness of heritage value
as well as to enhance knowledge about it. It is advised to start with awareness raising and
educational activities from early age and throughout schooling period as to ensure heritage
sustainability, which should continue as life-long learning.
heritage and a catalyst for a powerful ally in preserving the heritage, while at the same
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time supporting its use in tourism and economic development in a sustainable way.
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Participation of graduate and postgraduate students in the conference is an excellent
way for impacting the future generations, increasing their awareness of the importance
of heritage and its protection, while at the same time giving them insight how it can be
sustainably used for the economic development of their region.
www.dimospaggaiou.gr; www.facebook.com/topiki.istoria.paggaiou
Identify natural and cultural heritage assets that can serve as catalysts of
heritage tourism and economic development of the area.
Encourage a dialogue between the experts from different areas of expertise,
providing them with a platform for exchanging experiences and transferring
knowledge.
Apply a multidisciplinary approach to heritage management planning, defining
possible preventive measures for protecting heritage, at the same time using its
potential for touristic and economic development of the area.
Raise awareness of the young people about the value of heritage.
Boost the awareness of the local community of their cultural heritage by
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VISITEERING – BUILDING ENGAGEMENT AND CHANGING PERCEPTION OF
HERITAGE THROUGH VOLUNTEERING
The National Trust from UK, a Europe’s largest conservation charity, has recognized
that today’s way of living, with limited availability, significantly impacts the will and
possibility of people to volunteer. Thus, they developed a model of “micro-volunteering“,
enabling visitors to combine one-day visit to the heritage site with a voluntary work,
called “visiteering”. This “drop in” volunteering options include diverse activities which do
not demand a lot of time to be done, such as decorating heritage buildings for special
events, helping in maintenance of the surrounding landscapes, cleaning items from the
collections, etc. This way the National Trust, by offering people the opportunity to
engage deeper in the work of historic castles, manors and estates, found an extensive
model for developing new audiences. By giving them opportunity to actively participate
in the conservation works, seeing the inside part of the heritage management story, the
National Trust, through “visiteering” builds a vital public engagement.
Besides the fact that “visiteering” enriches the visitors with the genuine conservation
experience, contributing to their sense of belonging and social responsibility, providing
them with authentic experience of heritage, heritage sites i.e. organisations also benefit
from building engagement of public at their sites, by gaining a new loyal audience in this
way. Moreover, for heritage sites, historic castles, manors and estates which are not
unique or exceptional in any way, “visiteering” can be a tool to develop new audiences
and to increase the attractiveness of the site by offering the exceptional visitor
experiences.
The model was developed within the INTERREG Europe project “Innocastle” in which
the National Trust is participating as a knowledge partner.
https://www.interregeurope.eu/policylearning/good-practices/item/3056/building-
engagement-at-heritage-sites-through-visiteering/
www.interregeurope.eu/innocastle
Images/Antonia Gray
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TIPS FROM THE CASE STUDY:
Think of innovative models for building public engagement at your heritage site by
offering visitor activities „behind the scenes“.
Create unique experiences in order to increase the attractiveness of the site and to
attract new audiences.
Think of how your heritage site can contribute to social awareness of public,
offering them possibility to work for heritage, raising their sense of belonging.
Use cost-neutral ways of engaging audiences in works at heritage sites.
The fact that enhanced perception on the heritage value usually comes when heritage
bearers realize its economic value i.e. being able to capitalise on it (e.g. tourism
development, employment opportunities, sales, etc.), it should be used for meeting the
challenge of potential loss of the heritage value perception.
Vilanova dos Infantes is a small medieval town in Galicia, with the precious historic and
architectural heritage, as well as a rich intangible heritage related to the ancestral local
and regional traditions of Galicia. The main challenge for a community was an attempt
to combine the preservation of the extremely precious built heritage with equally
important, rich intangible heritage, but also to provide a greater visibility and respect for
the cultural heritage of the area and to reinforce its relevance to local community,
increasing the feelings of belonging.
Due to the need to preserve diversified cultural expressions and tangible heritage, and
need to raise awareness of the local community about the importance of a cultural
heritage of Villanova dos Infantes, the Council of Celanova has been setting up various
projects and events and one of the most attractive is the Raigame Pilgrimage, the
ethnographic festival held every year in May. During the day of a festival, the city of
Vilanova dos Infantes becomes a living heritage sight, offering numerous activities for
the visitors: besides visiting heritage buildings, audience can enjoy many on-site
activities, such as various performances of traditional dances, theatre plays and
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The festival has played a crucial role in the in the preservation and promotion of
tangible and intangible heritage, but has also contributed to the other aspects of social
and economic development of the area. To give an example, in order to improve the
accessibility of the village for the visitors, local roads were renovated, what also
impacts the quality of life of the local residents.
The project ensures the sustainability of the ancient traditions, crafts and culture, also
enhancing the attractiveness of the city’s heritage to a wide public. Not only that the
intangible heritage of the city is preserved that way, but this project also raises the
awareness of the local residents about the importance and the economic potential of
their heritage, and thus of the need for its conservation. The festival which promotes
the intangible heritage of the community, engaging with local habitants, is gradually
reinforcing a community’s sense of pride. As such, it can be perceived as a way to
guarantee the safeguarding of the city and its tangible (foremost the built and
architectural) and intangible heritage, as well as of the identity of a local community.
Besides the strong impact on the community in a sense of influencing their sense of
identity, the project affects also the economic development of the city, by engaging the
local habitants in the project in terms of providing them with opportunity to offer their
premises for the accommodation of festival visitors (tourists), as well as their properties
which they rent for the outdoor on-site festival activities. The project is mainly funded
by the municipal funds, while the additional sources are provided by the Provincial
Council and the Regional Government of Galicia.
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http://www.celanova.gal/index.php/turismo
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TIPS FROM THE CASE STUDY
Actively engage local citizens in the project, thus raising their awareness on the
value and the economic potential of the heritage they have.
Involve all the relevant stakeholders, at local, provincial and regional level in the
cultural heritage preservation, restoration and valorisation.
Use a mixture of different funding sources (public funds, awards, etc.).
Create events to promote intangible heritage and use them to increase the
attractiveness of the site.
Think of the ways how your project can contribute to the local development (road
infrastructure; revitalization of the historix centre; establishment of cultural
centre).
Responses to both natural and social environmental pressures for ensuring heritage
sustainability are often context dependent.
Natural pressures usually refer to earthquakes (and their secondary effects such as
tsunamis, landslides, ground fractures effects), volcano eruption, floods, etc. As much
as monitoring techniques are used for possible predictions of disasters, they cannot
completely prevent but may decrease the damages. Technologies may be an important
tool for digital preservation of heritage to be used as a first step in responding to
environmental pressures.
CyArk is a non-profit organization founded in 2003, with the mission to “digitally record,
archive and share the world's most significant cultural heritage and ensure that these
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places continue to inspire wonder and curiosity for decades to come”. The preservation
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of the world heritage sites before they are deteriorated or destructed in earthquakes or
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other natural disasters is done by using 3D laser scanning technology which enables
CyArk to digitally record and archive places, buildings i.e. heritage sites and analyse
the risks facing those sites, both potential human-caused or natural disasters.
One of the aims of the project is to digitally preserve the most important world heritage
sites so they are not completely lost. Today, more than 200 sites are already archived
in their database, such as Mount Rushmore, the Tower of London and Pompeii.
Besides the mission to create a digital data base of the world heritage sites which will
help to site managers, archaeologists and technicians in running the sites, another aim
is to educate the public and communities about their heritage.
This way, CyArk provides heritage sites’ managers and technicians with the detailed
3D representations and a digital data on the sites or objects that represent a valuable
asset for preservation and prevention of a potential damage caused by natural or
human-caused disasters before it happens.
www.cyark.org
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TIPS FROM THE CASE STUDY:
Heritage sites usually rely on existing protocols which are, unfortunately drawn post-facto
from the damage survey. These are, however useful in drafting provisional safety
measures to the final intervention (Cardani & Beluco, 2018).
Another pressure proved to be a great challenge also in the KEEP ON project partnership,
especially relating to Dutch context is the carbon emission, which consequently leads to
raising of sea levels and thus affecting heritage buildings as well as citizens’ lives. Long-
term strategic plans for reducing carbon emissions have been drawn in that matter, which
again proves the necessity of heritage management planning.
St. Michael and All Angels Church in Withington, England, is an old historic building
dating back from 12th century, but it is also the UK's first “zero carbon” church,
powered entirely by renewable energies. The project was the part of renovation of the
old church building, equipping it with all required tools for generating power
sustainability, with the use of solar energy.
The solar energy is generated with 24 solar modules, with an output of 3.12kW, which
are installed on the roof of the church. In order to preserve the appearance of the
building and not to affect its structure nor to distort its visual appearance, installation
were done in a way of meeting all the regulations that concern historical building, also
using a special ladder system completely blended into the construction of the building.
In addition to the solar panels providing CO2 neutral electricity, a completely eco-
friendly, biomass powered boiler system was installed, what provides environmentally
friendly, CO2 neutral heat.
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Source: www.global.kyocera.com
Thus, both from economic and ecological sustainability point of view, the project clearly
demonstrate what can be done in order of safeguarding the unique historic, built
heritage, sustaining its purpose, while at the same time contributing to the global
mission of reducing the carbon emissions while saving costs for the local community.
www.designcurial.com/news/uk-s-first-zero-carbon-church-unveiled-in-
gloucestershire
www.global.kyocera.com
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Source: www.global.kyocera.com
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TIPS FROM THE CASE STUDY:
During the UNESCO World Heritage Committee in Baku Azerbaijan, in July 2019,
ICOMOS (International Council on Monuments and Sites) released the report “Future
of Our Pasts: Engaging Cultural Heritage in Climate Action”, suggesting a multi-
disciplinary approach to cultural heritage, emphasizing the importance of addressing
climate change, mitigating greenhouse gases, enhancing adaptive capacity, and
planning for loss and damage and noting the need for rapid and deep reductions in
emissions to reverse the increase in the global average temperature to well below 2°C.
Cultural heritage is becoming more and more recognized as an important tool for
mitigation of carbon emissions and adaptation to climate change.
NIKU, an independent Norwegian institute for acting within the wider field of Cultural
Heritage in Norway and beyond, has been appointed as a member of the Working
Group on Climate Change and Heritage that has been established by ICOMOS in
2017, in order to help meet the climate challenge. Besides contribution to the above
mentioned report released in 2019, NIKU has also largely contributed and it still does,
to safeguarding Norwegian cultural heritage from negative impacts of climate change.
Thus, in the last few decades, NIKU has carried out a number of environmental impact
assessments and other protection plans, covering topics such as cultural heritage sites
and cultural environments on land, marine cultural heritage sites etc.
Furthermore, NIKU has performed several large and small scale projects referring to
the possible consequences of the climate change for cultural heritage; such is the
“CULTCOAST” project, currently in progress (2019-2023). The main aim of the project
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is to find the methods to monitor, manage and preserve these environmental goods
that are exposed to threats from climate change and development pressure,
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addressing cultural heritage sites, environments and landscapes in Arctic coastal areas
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and sea ice. These sites used to be protected by permafrost and sea ice, but now are
threatened by their melting.
The main activities of the project include mapping, monitoring and gathering inputs
from selected heritage sites above and below the ground on Svalbard and Andøya
islands. The information gathered will then be used to develop methods for evaluation
and to prioritize the sites. By using the inputs from the sites, mitigation and adaptation
measures will be developed, as well as management strategies related to those
coastal cultural heritage sites, environments and landscapes. To achieve this, a project
team uses an interdisciplinary approach, combining archaeology, building protection,
geography, quaternary geology and climate science.
The results of this research project will be transferable to other, similar contexts
worldwide and thus represent a significant transfer value for heritage management in
Norway, but also on a global level.
www.niku.no/en/prosjekter/cultcoast/
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The old historic building which hosts the centre started to deteriorate, what caused
many difficulties and problems threatening the preservation of the building and at the
same time, endangering the operation of the Voivodeship Cultural Centre, what initiated
a need for a project of its urgent renovation. Furthermore, the negative impact on the
environment that the maintenance of the building has been causing due to the old
heating system, ventilation system and significantly bad thermo-isolation, has
significantly raised awareness about the negative impacts that building maintenance
have on the environment.
With the strong awareness on the environmental impact, renovation works have been
done by using modern, environmentally-friendly techniques and renovation of the
building thus strongly impacted its further preservation and its energy efficiency at the
same time reducing costs for its maintenance. The project was mainly funded by the EU
Regional Operational Program of the Świętokrzyskie Voivodship 2007 – 2013; and the
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Before the process of thermo-modernization, according to the analysis of a technical
documentation, the building has suffered significant loss of heat, while now it is an
example of the energy efficient building, designed in a way which provided a significant
reduction of the energy needed for heating.
The project resulted in a decreased carbon emission, and increased energy efficiency of
the building, making it an example of a smart renovation, safeguarding the heritage and
positive impact on the environment.
www.wdk-kielce.pl/termomodernizacja/nazwa-projektu
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Natural pressures also relate to invasive plants which may cause damage to heritage
sites or pose threat to native environment central to community culture and tradition.
Strategies to fight them involve control, management and combat of invasive plants, which
involve eradication and replacement with different non-invasive species.
Glen Canyon National Recreation Area (NRA) preserves and protects 1.2 million acres
of the Colorado Plateau, a region which supports a complex and fragile ecosystem and
biodiversity. Vegetation communities of the Glen Canyon are affected by formations of
different variations in soil and by the geological formations which constrain water
availability for all the species in the area. Thus, rare water sources, which are often
critically important for a wildlife in Glen Canyon, impacted creation of a unique, but
delicate, interconnected ecosystem and a specific vegetation communities providing a
habitat for numerous native, endemic species and wildlife of Colorado Plateau.
Covering less than 0.1% of Glen Canyon’s area, but representing the most unusual
form of spring-supported plant community on the Colorado Plateau particularly
biologically diverse, are the hanging gardens. Besides the fact that hanging gardens
support around 35 endemic species, with limited water sources in the Glen Canyon
these gardens are also “hot spots” of biodiversity, with many species of plants and
animals depending on them.
Besides the global climate change which is one of the threat to the overall ecological
system including hang gardens and other plant and animal species, flora of the Glen
Canyon NRA is currently threatened by invasive exotics, non-native species which are
not the part of a canyon’s natural ecological community, such as cheatgrass, or even
more threatening invasive ravenna grass which had grown over time and started to
degrade the native ecosystems it invades. This non-native exotic started to be really
hard to control and by growing quite tall and wide, it started to pose a wildlife risk, simply
crowding out native plants and taking over their space, thus threatening the biodiversity
of the Glan Canyon NRA, particularly hanging gardens, but also the intangible heritage
of the Native American tribes living in the area, since the native plants have always
been central to their culture and tradition.
Dr. Scott Abbella from University of Nevada-Las Vegas initiated a restoration project in
Glen Canyon National Recreational Area, aimed at researching and establishing the
methods for control of the invasive species and re-vegetation methods helping to
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restore the native ecosystem of the area. With the help of the National Park Service,
and her professor, Dr. Abella, a Master’s student Ka-Voka Jackson, coming from the
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local tribe, what has given her opportunity to work on the safeguarding her local,
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personal heritage, has been working on this project, developing the methods that will
help control the invasive species, and, at the same time, revegetation methods that can
help re-establish the native populations in areas where those invasive species have
kind of taken over.
Source: www.arizonahighways.com/
Main non-native which is dealt with within the project is ravenna grass. Besides a study
examining ravenna grass seeds with the main aim to find a way to eradicate this
invasive non-native plant from the area, the project has also been dealing with the
establishment of methods for successful and efficient control of the raven grass.
Furthermore, the main aim of the project was to technically remove ravenna grass from
the Glen Canyon, with the help of the volunteers and the assistants from the National
Park Service, and to re-establish the native plant communities. In today’s state of a
global climate change, this restoration project helped the area to be in a reasonably
natural state, restoring its’ native ecosystems, but also keeping the culture and the
intangible heritage of the local community alive.
www.nps.gov/glca/index.htm
https://www.unlv.edu/
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Source: www.nps.gov
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TIPS FROM THE CASE STUDY:
SOCIAL PRESSURES
Social pressures mainly relate to visitor control. When heritage assets are faced with
numerous visitors, which is often the case in tourism, serious challenges arise, from
physical destruction to decreased visitor experiences. Then we usually talk about crowding
and overcrowding. Specific procedures and visitor management frameworks exist to ease
visitor management deriving from different fields and adapted to different heritage asset
types, such as Recreation Opportunity Spectrum (ROS), Tourism Opportunity Spectrum
(TOS), Urban Tourism Opportunity Spectrum (UTOS), ECOS, Indigenous Peoples'
Cultural Opportunity Spectrum For Tourism (IPCOST), Interpretation Opportunity
Spectrum (IOS), Limits of Acceptable Change (LAC), etc. The basis for each of them is the
concept of Carrying Capacity (CC) entailing the maximum number of people who can visit
a heritage asset at the same time without negative impacts on physical, economic and
socio-cultural components of the attraction and without degrading visitor experiences.
Besides, additional tools for visitor management include visitor flow and congestion
control, limiting visitor contact with artefacts, price increase, stimulation of off-season
visits, visitor movement paths’ diversification, diversification of supply, use of technology,
engagement of visitors and getting know visitors. They may be rather simple, such as
setting physical barriers between visitors and artefacts (as to limit their contact) or using
technology for heritage conservation and interpretation.
SERVICE OF HERITAGE
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Source: www.iguzzini.com; Author: Cristian Fattinnanzi
Cappella degli Scrovegni, built in the early 14th century by Enrico degli Scrovegni,
represents the most complete cycle of frescoes and best-preserved fresco painting by
Giotto, famous Italian painter and architect, who frescoed the chapel between 1303 and
1305. The chapel is perceived as one of the greatest masterpieces of Western art and,
together with other eight historic monuments of Padova representing the ensemble of
the works by Giotto and the masters who were inspired by him for the whole 14th
century, is included in the candidature proposal of ‘Padova Urbs Picta’ - Giotto, the
Scrovegni Chapel and the 14th century painting cycles, for UNESCO World Heritage
List. Besides it represents a historic monument and outstanding artistic heritage of the
universal value, Capella degli Scrovegni is also an extraordinary example of how
modern technology can be a main factor in conservation and preservation of a fragile,
sensible heritage assets.
After the Chapel was acquired by the City of Padova in1880, frescoes have been
continuously given particular attention and, during the 19th and 20th century, several
special conservation and restauration works have been carried out. Moreover, one of
the primary tasks of managing this fragile heritage was to gather the information
necessary for preservation and conservation of the frescoes. Thus, various data on the
microclimate inside of the building, such as the indoor air quality, polluting factors etc.,
have been measured in order to provide useful information on the effects of the indoor
parameters on the conservation of the frescoes, and then to apply the appropriate
techniques for preservation and maintenance of this valuable heritage. Besides the
microclimate, a great flux of visitors is another important factor which was perceived as
an important factor that significantly affects the preservation of frescoes.
To prevent the negative impact of the microclimate on the frescoes, renovation works
were carried out. The construction of the new body of access, together with the special
air-conditioned waiting-room, creation of the special lightning conditions in the building,
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all that now allows the strong flow of visitors without a negative impact on the frescoes,
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and secures the conditions for the preservation of the painting. Maximum 25 persons
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per visit are admitted to enter the Chapel. Before entering it, they have to wait for 15
minutes in a specially designed air-conditioned waiting-room (that is the time needed to
stabilise the interior microclimate). The total time for a visit, allowed to be spent in the
Chapel, is 15 minutes in order not to affect the microclimate of the building and the
significant heritage it houses. Moreover, automatic access doors open only once on
entrance and exit, to allow stabilisation of the interior microclimate.
Capella degli Scrovegni also represents the first world example of using the innovative
complex lightning system in the cultural heritage sector. The new IoT (Internet of
Things) lightning system, developed by the Italian company iGuzzini Illuminazione, is
based on the new technologies which have also been used on some other cultural
heritage objects such as “The Last Supper” of Leonardo da Vinci in Milan and
represents a kind of perceptual restoration of the artistic heritage. By using a specially
designed sensors, this highly intelligent lightning system adjust the artificial light to the
constantly changing natural light, enabling the best visual perception of the art works at
any time of the day. Besides guaranteeing the visitors the best possible visual
experience, this lightning system monitors and controls diverse environmental
parameters, with the aim of preserving and maintaining the cultural assets. Thus, the
installation of this innovative lightning system is an additional measure, completely fitting
into the process of conservation and maintenance of this significant cultural heritage.
Since the total time a visitor can spend in the Chapel is only 15 minutes, a special
multimedia room was also created in order to provide visitors with more information on
the frescoes, but also on the time in which Giotto has lived and worked. Significant
attention has been given also to the interpretation of heritage and various multimedia
tools are used, enabling visitors to actively participate in the visit and to virtually
experience the reconstructed heritage.
http://www.cappelladegliscrovegni.it
Source:
www.expoveneto.it
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TIPS FROM THE CASE STUDY:
Recognize the fragility of heritage and identify areas and elements vulnerable to
the impacts of overcrowding.
Perform detailed analysis of the heritage (site/object/etc.) and develop adequate
measures which will prevent the physical deterioration of heritage.
Involve all the relevant experts from different fields in the restoration works.
Use ICT to enhance visitor experiences, but also to help them to visualise and
understand the relevant aspects and elements of heritage.
Source: www.veneziaunica.it
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The world’s most visited attractions and cities are becoming the victims of overtourism
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that turns them into the tourist theme parks, devastating their local environment. Often,
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tourists even outnumber the local residents.
To prevent the negative impacts of the overtourism, more and more destinations are
coming up with various solutions to promote a balanced, sustainable approach to
tourism. Some of the cultural heritage attractions are including damage caused by
overtourism into their pricing models; many local and national authorities are applying
legal procedures and legislations in order to restrict the number of visitors to the main
attractions or cities. Today, the awareness of a pressure which overtourism puts on the
most visited attractions is rising, and a sustainable, health, conscious tourism is
gradually gaining more importance in tourism and heritage destinations worldwide.
Venice, one of the most visited cities in the world, has been a victim of overtourism for
years. City population of the whole area of Venice has been notably decreasing.
Between 2002 and 2007, the population of Venice declined by 0,2% and moreover, the
population of the historic city is declining at a significantly faster rate: while it counted
120 000 of habitants in 1980, now the number decreased to only 60 000. Furthermore,
according to some researches, during the peak tourist months, there are much more
tourists then locals in the city of Venice. However, many of the Venice areas remained
relatively intact and there is so much more to see in Venice then just Saint Mark’s
Square, Rialto Bridge or the Grand Canal. Exactly this is the message which Venice is
promoting with its “Detourism: Travel Venice like a local” campaign.
The Detourism campaign, run by the city of Venice from 2014, suggests travellers to go
beyond the usual tourist sights, to visit the neighbourhoods away from the main
attractions, to experience the city in a new way by getting off the well-known tourist
paths and discover the less known Venice. It spreads its message through different
medias, offering travel tips and advices where to go and what to see in Venice off the
beaten tracks, experiencing it from a local residents’ and not a tourist point of view.
Detourism suggests various authentic, true Venetian experiences and sustainable
itineraries leading to the cultural, historic and natural sights unknown to the most of the
tourists. It started as a series of maps, but today it uses various media to reach its
visitors, such as a monthly Detourism web magazine which can be downloaded or
browsed online, suggesting travel ideas and tips for discovering secret Venice; a weekly
Detourism newsletter collecting advices and suggestions on visiting unusual art
exhibition or event. It also operates social media accounts, Facebook, Twitter, Pinterest
and Instagram, encouraging travellers to discover hidden treasures of Venice,
promoting slow and sustainable tourism.
The Detourism campaign is an outstanding example of how to beat the overtourism and
inspire travellers to stay of the beaten tourist tracks and prevent the never-ending
growth of the high visitor numbers in the “mainstream” tourism sights.
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http://www.veneziaunica.it/en/content/detourism-venezia
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TIPS FROM THE CASE STUDY:
Another common social pressure for heritage sites concerns looting. While usually
national as well as international legal frameworks exist (e.g. Hague Convention on the
Protection of Cultural Property during Armed Conflict; UNESCO Convention on the Means
of Prohibiting and Preventing the Illicit Import, Export and Transfer of Ownership of
Cultural Property; a series of Resolutions passed by United Nations Security Council
calling on all member States to prohibit the import of and trade in undocumented
archaeological sites), the do not necessarily prevent acts of looting. Using drones to
combat heritage looting and scanning satellite photos of heritage sites are some of
innovative methods used with that purpose.
The GlobalXplorer° Project is an online platform that, by using the power of crowd,
helps archaeologists in discovery and preservation of the historic and archaeological
sites, but also to stop the heritage looting. The idea is conceived in 2006, by dr. Sarah
Parcak, TED Prize winner, a National Geographic Fellow and president of the
GlobalXplorer° Project.
With the help of the citizens from all around the world, by using Internet and a high-
resolution satellite imagery, the GlobalXplorer° Project helps in the combat heritage
looting and in the new archaeological discoveries. The mission of the project is to
identify and decrease looting and violation of the archaeological and historical sites,
enabling the mapping of looting and even predict the behaviours of the looters. Besides
that, the main aim of the project is also to discover and locate new archaeological sites
around the globe.
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Source: https://www.csmonitor.com, © DigitalGlobe
Now, instead of a few archaeologists trying to fight the looting and protect the sites,
thanks to the GlobalXplorer° Project, a global community, any citizen with the Internet
connection, amateur or the archaeologist, can contribute to this fight and preservation of
the precious archaeological heritage of the world. With this online platform, accessible
to all, and high-resolution satellite images, not only that the global citizen movement can
stop and decrease looting, but it will also inspire people to become sensible to their
heritage and interested in archaeology.
On the GlobalXplorer website, there is a short tutorial published, explaining how to use
the platform and are shown a high-resolution satellite image where they can identify the
signs of looting if having any, but also of the undiscovered archaeological sites if
existing. The collaboration of TED, National Geographic and Digital Globe, which
resulted in the GlobalXplorer° Project, provides the satellite image broken down into
tiles, enabling evidences of looting to be identified.
According to the data of the GlobalXplorer team, their project have so far helped to
locate 17 potential pyramids, in addition to 3,100 potential forgotten settlements and
1,000 potential lost tombs in Egypt. Furthermore, with these techniques, they also made
some significant discoveries in the Viking world and Roman Empire.
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www.globalxplorer.org
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TIPS FROM THE CASE STUDY:
Cultural heritage often instils pride in the local community as it is an expression of their
identity. Throughout history, however, numerous examples of misuse of this noble fact
exist. Cultural heritage has, thus, been used as a source for political manipulation or has
been marked as undesirable due to its colonial past, association with dictators which
often results in damage or neglect of those heritage assets. Responding to this type of
pressures usually involves awareness raising campaign and educational activities but may
require longer period of time to have effects. Also, an effective solution might be to engage
an external and unbiased expert to keep the heritage alive.
Today’s Museum of Yugoslavia is “an open institution that encourages different actors
to actively perceive the present by modern interpretation of the past”. With the mission
to be the place of open dialogue, it is the only institution preserving a memory of the
Yugoslav past and safeguarding the common heritage of Yugoslavia, responding to the
challenges of deep-rooted opinions and prejudices about it through its various
programs, projects and activities.
The Museum of Yugoslavia got his today’s name in the end of 2016, twenty years after
the precedent Museum of Yugoslav History was founded (in 1996) by merger of the
Memorial Centre “Josip Broz Tito” and the Museum of the Revolution of Yugoslav
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Nations and Ethnic Minorities, which both cease to exist. During the 1990s, due to the
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war between the ex-Yugoslav republics, those two museums became undesirable
heritage, a burden witnessing about the past which had to be put on the shelf and
forgotten. Furthermore, the war created the atmosphere in all the ex-Yugoslav republics,
in which heritage and history of Yugoslavia have been continuously deteriorated,
whether by destroying and ignoring its material heritage, or erasing the traces of a
common, shared intangible heritage. Thus, the Museum of Yugoslav History supposed
to be another place for storing the unwanted, old things.
With the appointment of the new director of the museum, coming from the NGO sector,
many significant changes in the museum mission were put in place, with the aim for the
museum to become a shared platform for exchanging ideas and knowledge on the
regional level, representing non-ideological presentation of the Yugoslav history, but
rather a place for discussion about Yugoslavian heritage, through temporary exhibitions,
debates, educational activities, etc. The work on permanent exhibition started in 2009,
with the project The New Old Museum, initiating a process of redefinition of the
Museum. It continued with setting up the exhibition “Yugoslavia from the Beginning to
the End” in 2012, representing the view on Yugoslavia’s development from the point of
view of historians from the ex-Yugoslav countries; “100 Years since the Creation of
Yugoslavia” project in 2015, focused on the research of museum collections, and
establishing the Laboratory of the Museum of Yugoslavia in 2017.
www.muzej-jugoslavije.org
Source: www.muzej-jugoslavije.org
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TIPS FROM THE CASE STUDY:
Encourage dialogue between all the parties relevant to the heritage you are
presenting.
Involve experts from various fields (e.g. NGOs) in the heritage/museum
management, providing a different perspective on strategic development and a
mission of the institution, focusing on its social responsibility.
Think of a way in which your institution can contribute to a peaceful dialogue,
using networking and participative approach.
Organize events and educational activities on historic heritage, raising awareness
on the existing and deeply-rooted prejudices in a society.
Use a non-ideological presentation of history, providing a platform for discussion.
The communist regime has been present in the ex-Czechoslovakia for forty years,
strongly marking the everyday life of the citizens and dominating all aspects of society.
From the Communist coup d'état in February 1948 to the Velvet Revolution in 1989,
Czechoslovakia was ruled by the Communist Party of Czechoslovakia. During the
communist era, thousands of Czechoslovaks were sent to prisons, labour camps or
mines, for various offences “against the regime”.
While it represents a kind of undesirable heritage for most of the Czech population, an
American entrepreneur and a former student of politics Glenn Spicker in communism
saw the potential for opening the museum which will safeguard the historic heritage of
the country, by highlighting an important period in Czechoslovakian history and thus
keep their heritage alive, although the communist regime represents the dark era of the
country.
According to Mr. Spicker, the museum does not represent the celebration of
communism, but it provides a suggestive view of different aspects of life in the
communist era of Czechoslovakia, with the main focus on the totalitarian regime that
ruled the country from 1948 until 1989. The permanent exhibition includes original
items, genuine artefacts, archive photography, artworks, historic documents and various
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www.muzeumkomunismu.cz
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Source: www.muzeumkomunismu.cz
POOR MAINTENANCE
Poor maintenance of a cultural heritage asset first affects its aesthetic value but also
further has impact to its scientific, educational, economic, and practically all other values.
Response this challenge refers to employment of skilled workforce, use of appropriate
materials and techniques but also sufficient funds for heritage conservation and
management.
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MARIËNBURG: HOW TO ENSURE MAINTENANCE AND DURABILITY OF
HERITAGE THROUGH ADAPTIVE REUSE
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Gothic Revival architecture, are well preserved within the new design. In addition, by
making more efficient use of space and adding new heating systems, as well as better
isolation, the environmental impact of the building is further reduced.
The redevelopment of Mariënburg itself has been added to policy documents, such as
urban plans and the cities heritage vision. In a broader aspect, this redevelopment also
fits within the framework (and policies) of the possibilities and challenges that increasing
secularisation of the Dutch society brings to table, leading to questions about adaptive
reuse of religious heritage.
www.bouwenaandenbosch.nl/projecten/marienburg
www.bezoekdenbosch.nl/nl/wat-te-doen/uitagenda-
verzicht/2272138344/rondleidingen-op-marienburg-campus
www.monumentenregister.cultureelerfgoed.nl/monumenten/522423
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TIPS FROM THE CASE STUDY:
Use innovative approaches for redevelopment of the heritage in a way which will
ensure maintenance and restoring heritage values, at the same time contributing
to its long-term exploitation.
Think about the possibility to repurpose religious heritage to fit the current needs
of the city and the community.
Think how how the repurposing of the religious buildings can contribute to the
social component of the area.
The first step for the realization of this project was to identify and register all the wine
mills in the region, following by actions for their maintenance and preservation of the
surrounding landscapes, while allowing their use in terms of touristic valorisation. In
order to ensure their durability, the adequate measures for keeping the sustainability of
the wine mils in terms of their original structures and mineralization have been identified.
Furthermore, preservation of such a specific heritage and the revitalization of the
landscape including the rock wine mills demanded an integrated management, including
different bodies and actors from different areas of expertise.
The process of revitalization has been locally managed by the Municipality of Valpaços
and since the end of 2018, association LARUP (Portuguese Association of Rock Wine
Mills), established with the specific purpose to safeguard and preserve this type of
heritage found in Portugal, is also actively involved in the preservation and management
of the rock wine mills. Thus, the management of the site and the preservation and
valorisation of the assets is now done in coordination with LARUP and with a relevant
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Research & Higher Education institution also involved in the process of revitalization,
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A large number of the wine mills is in a private ownership what makes their owners an
integral part of this living heritage. Thus, increasing awareness of the local community
and the wine mills owners about the importance and the economic potential of this
heritage, engaging them in the processes of valorisation, turning them into ambassadors
of their cultural heritage is of a crucial importance for the success and sustainability of
the project.
One of the aims of the municipality, besides the preservation of this unique tangible
heritage, is also to safeguard a valuable intangible heritage of the wine making in the
rock mills and to increase the visibility and awareness of this peculiar vineyard
landscape. In order to achieve this goal, wine producers are again doing the process of
wine making in these old rock mills, while retaining the traditional techniques. Moreover,
there is an on-going process of labelling the wines produced in this manner, in the stone
mills by using the ancestral techniques. This way, local wine producers are becoming
ambassadors of this intangible heritage and the sustainability and the economic viability
are ensured.
https://valpacos.pt/pages/556
https://www.facebook.com/lagaresrupestres
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TIPS FROM THE CASE STUDY:
Identify all the heritage assets and identify measures for their preservation.
Apply integrative management approach, involving different actors from all the
relevant areas of expertise.
Initiate the establishment of the regional or national association aimed at
preservation of the specific type of heritage you are dealing with, or connect with
the one if already existing.
Raise awareness of the local community about the value of their heritage.
Re-create the ancient techniques or traditions.
Create a unique brand and certification of product origin and quality.
This challenge has direct implication to asset’s physical sustainability and its value for the
local community. This challenge is relatively easily responded with appropriate
overcrowding and visitor management tools (see section How to respond to environmental
pressures? - Social pressures).
Poorly executed research activities related to a heritage asset may result in the application
of incorrect historical data related to a heritage site, which may potentially affect its
scientific and educational value. At the same time, it may have a substantial impact on its
economic value since it underestimates visitor’s knowledge thus affecting her experience.
Thorough research is advocated for overcoming this challenge.
Sometimes, incorrect data are used on purpose for political manipulation purposes.
Usually, it is the market itself which regulates this misuse of data.
Sometimes heritage assets are used for economic gains by staging them (usually) for
tourists often compromising their cultural/historic value as well as their authenticity.
Authenticity may seem an extremely difficult concept to be addressed since we may never
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be totally sure of originality; through the passing of time, it is highly likely that new
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elements have been added to an original heritage asset. Thus, authenticity does not entail
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a static, objectivised status, but becomes a negotiation process (Simonicca, 1997).
Authentic culture is not the one which is completely unchanged, which seems practically
impossible, but the one which has the ability to appropriately adapt to a certain period and
community (Duggan, 1997).
The role of researchers, awareness raising and educational campaigns are advocated
here, as well as employment of appropriate funding mechanisms which will present
another opportunity to ensure financial sustainability at the same time presenting an
authentic and quality heritage-related product.
In order to preserve the tradition of the native, indigenous life of the local population with
batana, the eco-museum is, with the support of the city of Rovinj, supporting the building
of new batana boats, using the same skills and methods which have been used over
centuries, those which are registered in the List of Intangible Cultural Heritage of the
Republic of Croatia. During the shipbuilding process the traditional skills and caulking
are re-created, without the aid of any modern tools. This way, a precious shipbuilding
craft, which has been passed over from generation to generation over centuries, is well
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preserved and batana is becoming a symbol of Rovinj, representing a unique bond that
connects the local community, the citizens of Rovinj with their living maritime heritage.
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www.batana.org
Source: www.batana.org
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TIPS FROM THE CASE STUDY:
Understand the importance of intangible heritage and its connection with the
physical place (in this case a city of Rovinj) and its cultural identity.
Involve local authorities in the process of cultural heritage rehabilitation, raising
their awareness on its potential for economic, social and cultural development of
the city, thus gaining their continuous support.
Restoration of intangible heritage can be a catalyst for development of a greater
cultural product (e.g. opening eco-museum).
Recognize how traditions connect with the local community, enhancing the sense
of pride and identity.
Use the potential of heritage to become recognized as the important heritage of
the world.
Engage local community in the activities of the museum, thus enabling
transmission of knowledge and skills to other generations, affecting the long-term
heritage sustainability.
Use a heritage asset to create a brand of place, attracting new visitors,
contributing to the economic development.
Use the intangible heritage to increase the attractiveness of a destination.
Involve local citizens, craftsmen and bearers of different local traditions to ensure
the authentic presentation and restoration of heritage.
This challenge is often related to registered cultural goods; the fact that it has been
registered should instil a sense of pride and enhance the asset’s educational, economic
and community values. However, sometimes it has negative effects in local communities
by creating animosities and jealousy one towards the other. Again, awareness raising
campaigns and educational activities may prove to be principles responding to this
challenge by presenting opportunities it brings to all through cooperation programs,
employment opportunities and regional development in general.
It is often the case that citizens are not aware of the fact that heritage belongs to them and
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have no clear connection to it. This primarily affects the value of heritage for the local
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community but potentially also deprives it of its economic and educational value.
Awareness raising and educational activities are also proposed in these cases (see more
in section How to respond to socio-cultural challenges? - Public perception).
This type of challenges involves the entire process from heritage management planning
and heritage-related product development to its presentation towards visitors as well as
evaluation of the whole process. Each of the stages is referred to below. Heritage funding
is also a constituent part of the management process but is not described here as it has
been referred to previously (see section How to respond to economic challenges?).
Heritage management planning is a process that involves setting clear goals for managing
a heritage site and its sustainability and durability of investments in renovation and
preservation in the future. The purpose of developing a management plan is ultimately to
achieve a complete and coherent sustainable economic, social, spatial and environmental
management of the heritage site in accordance with the needs and interests of citizens
and society in the local community in which it is located. Based on the situation analysis
and needs analysis, the heritage management plan, along with the process of planning
and adjusting the views and wishes of different actors and discussing different scenarios,
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also enables the strengthening of knowledge and skills of stakeholders in planning and
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management.
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The key principles to keep in mind when developing heritage management plans are:
If counting on EU funds for the renovation of the heritage site, it is extremely important to
have cultural heritage assets’ strategic and management plan (see section How to
respond to heritage management challenges?) as to prove a sound plan which
corresponds to EU priorities set by different programs and tenders.
The historic city of ‘s-Hertogenbosch has, until the nineteenth century, maintained a
reputation of a near impenetrable stronghold due to the combination of its iconic Dutch
defence works and the adaptive use of water as a defence mechanism (inundation) and
garnered itself the nickname the “Swampdragon” (Moerasdraak). Due to development of
warfare in the nineteenth century, combined with urban sprawl, the city defence works
were demolished for building materials and subsequently repurposed to fit new needs.
The fortification remnants at the Zuiderpark-Stadswalzone were subsequently paved
over and used as a parking lot during the twentieth century.
After flooding of the ‘s-Hertogenbosch area in 1995, the project was conceived in policy
documents to safeguard the inner city ‘s-Hertogenbosch against flooding by restoration
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of the former bulwark, that had fallen into disrepair during the twentieth century. By
combining restoring works with a visitor’s centre at one of the main entrances towards
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the inner city, as well as increasing the heritage values of the location by improving on
visibility and experience value, the project has economic viability while also contributing
to reintegrating both heritage and ecological values in the urban fabric.
The main call for restoration was linked to rising waters, threatening the inner city ‘s-
Hertogenbosch, due to the disrepair of the (water) defence works i.e. a former bulwark.
With restoration urgent but funding lacking, the municipality turned to an overall
redevelopment plan for the former bulwarks, instead of opting for just restoration. The
key stakeholders in the project are the municipality of ‘s-Hertogenbosch which is the
owner of the bulwark including the visitor’s centre, and the heritage association “Friends
of Den Bosch” that holds the concession for operations and management of the visitor’s
centre. The heritage association in turn sublets a part for catering purposes and pays
the municipality a market-based rent. They have also opened a ticket office for guided
boat tours and historic city walks, and an “archaeocrypt”. In doing so, not only does the
municipality break even, but has the ability to actually gain revenue from their heritage,
which in turn can be invested further in new projects.
An urgent need for restoration, safeguarding and maintaining the cultural built heritage,
but also intangible, historic heritage of the city ‘s-Hertogenbosch resulted in a
sustainable and adaptive (re)development of a former bulwark, with a long-term
economic viability as well as reintegrating the heritage in both urban fabric and society
itself (social hub function). In addition, the aim of working as a retaining wall has been
achieved, contributing to a better (climate-adaptable) aquatic environment.
Opening of the visitor’s centre in the restored bulwark, combined with the water defence
function, is from the perspective of heritage and hospitality unique: what once served as
a deterrent for invaders forms now the welcoming arms of the city. The visitor’s centre
serves as a social hub, from where (heritage) excursions can be undertaken,
information about the city can be obtained and locals and visitors alike can meet up for
a drink. In addition, both the visitor’s centre and the rooftop park have been made
accessible for people with a handicap, truly integrating both in the urban fabric and in
the hearts and minds of the citizens. Since the heritage association pays a market-
based rent and has a long-term commitment to successful exploitation of the bulwark
(linked to their boat tours), the model is, for the time being, financially sustainable.
The uniqueness of the project can also be found in the way of doing the restoration
work, combining contemporary design and using new materials with the architectural
heritage, clearly taking inspiration from the typical Dutch geometric fortress designs
(referential heritage). In addition, the design has been made accessible for disabled
people by the addition of an elevator that gives access to the lower and upper levels
(including the rooftop park).
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www.bouwenaandenbosch.nl/projecten/bolwerk-sint-jan
www.bezoekdenbosch.nl/nl/wat-te-doen/top-10-must-sees/bolwerk-sint-jan
www.bolwerkdenbosch.nl/
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TIPS FROM THE CASE STUDY:
Source:www.fondazioneastimusei.it
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Asti is a city with a rich historic and cultural heritage, safeguarding and presenting the
cultural assets of the Roman age to present days in the several museums. The main
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challenge for the Municipality of Asti was to find a functional way of managing network
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of five museums, since, due to the financial difficulties and a weak museum
management, led to the dead end point, where no new museum activities were
deployed. In order to improve the management of the museums, to encourage the
attractiveness of the museums, increasing the number of visitors and to safeguard and
promote this valuable historic and art heritage of the city, the Asti Museum Foundation
was established in October 2018. Since then, management of the museum network is
carried by the Asti Museum Foundation for the next five years, but in coordination as
agreed with the Municipality of Asti and the Asti Saving Bank Foundation which donates
€ 800.000,00 each year to the Asti Museum Foundation. The rest of the income comes
from the museum entrance tickets. Between the all three parties involved it is agreed
that all the revenues coming from the museums must be reinvested in other cultural
projects in Asti, contributing to a further cultural development of the city.
The current management of the Asti museum network represents an efficient model of
cultural management: a public heritage is managed by a public/private Foundation in
order to be valorised in non-profit way. All the revenues raised through the work of
museums has to be reinvested in the other cultural project of the city what contributes to
the long-term cultural development of the city. Municipality of Asti, with the support of
the Bank foundation established the private Asti Museum Foundation because of their
desire to preserve the city’s valuable cultural, tangible and intangible heritage, its
important historic, social and aesthetic values. One of the main aims for Asti museums
was turn them into the living; demonstrate places, recovering their functions as places of
learning, by engaging heritage and arts as driving forces for the social and cultural
development of the city. This led to the gradual development of various activities,
including the restoration of the Alfieri Palace, an ancient medieval fortified house from
the 17th century, also a birthplace of famous poet born in that house. What is unique
here is the way of re-using the palace, in terms of hosting Alfieri and Civic museums,
organizing various exhibitions and events while investing all the generated income to
the further cultural projects in the city. Decision to establish the Foundation ensured the
recovery of the museums and a sustainable management of the heritage, ensuring its
sustainability and durability by unique governance model of this, regionally and
nationally important heritage site.
https://www.fondazioneastimusei.it
Reinvest the income in other cultural projects of the city what strongly contributes
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PRODUCT DEVELOPMENT
Although when managing cultural heritage assets we usually do not speak of cultural
heritage products, essentially, they can be considered as cultural products since they are
intended for the audience (markets) and they express ideas, symbols, values and
information which impact our lives. So, when we talk about cultural heritage management,
we entail not only cultural heritage asset itself, but also its other dimensions: its spin-off
products (or those closely related to the heritage asset itself, e.g. souvenirs, workshops,
etc.); related services (which may greatly enhance economic gains, e.g. catering services
at the heritage site); and heritage experience (which is of a very intangible nature, but may
be the main motivational factor in drawing audiences who will choose to visit a certain
heritage site over another one). The usual failures in heritage product development are
seen in conceiving cultural heritage as a static phenomenon to be conserved while not
thinking of it as having a wider appeal by introducing the other three heritage product
dimensions. These additional dimensions can greatly add to heritage sustainability in
enhancing its economic but also educational and community values.
Gros Morne National Park is the second-largest national park in Atlantic Canada and,
since 1987, a protected UNESCO-listed World Heritage Site. Besides the natural beauty
and remarkable geological heritage, the park also brings to life the Newfoundland’s rural
culture. In order to identify and develop diverse experiences based on natural and
cultural heritage assets and authenticity, which would respond to the needs of the
visitors, Gros Morne National Park used an innovative market segmentation tool to
better understand the needs and motivations of the visitors and to develop new
experiences and spin-off products matching those needs. A diversity of experiences,
providing different types of visitors of specific interests, emerged from this process.
Gros Morne National Park offers a selection of activities and things to do in a park,
related to specific interests such as intangible heritage, nature, geology, history,
adventure, culture or camping in the area of the park. Thus, if you are interested in the
intangible heritage and history of the native people, you can participate in the “The
Mi’kmaq Programmes”, presenting and honouring the traditions of the Mi’kmaq people
of the island of Newfoundland; trek to the top of Gros Morne Mountain; enjoy the
permanent exhibition, or explore the area's rich intangible heritage by visiting the special
evening programs where local residents share songs and stories which influenced the
vibrant folk music traditions of the area. If you are an adventurer, you can participate in
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guided walking, cycling or boat tours, exploring the nature and wildlife of the park.
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If you are more into culture, you can visit one of numerous events and festivals taking
place within the park, such as Writers at Woody Point festival where you can meet and
listen to the writers and musicians from all over the world. The town of Woody Point is a
beautiful small town and an artistic point within the park, and besides a mentioned
festival, it also hosts a historic Heritage Theatre which offers live performances, plays,
author readings and other cultural events. This rich diversity of experiences and
premises at the site impacted longer stays of visitors in the park what affects the long-
term economic viability and sustainability of the park. Furthermore, with a wide spectre
of different activities and products, the site has opened itself to a larger number of
visitors, drawing new audiences and also strongly impacted the visitor experiences and
level of satisfaction.
www.pc.gc.ca/en/pn-np/nl/grosmorne
Source: https://i.ytimg.com/
Use innovative tools to target your audiences and to understand their needs.
Develop products and services improving visitors' experience, based on the
collected data on their needs and motivation.
Use different types of heritage to increase the attractiveness of the heritage site and
to develop audience.
Re-create the historic and traditional, intangible heritage through cultural events.
Use art to develop new products aimed to the specficic target audiences.
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MARKETING
Heritage without its audience has no life. It lives as long as it provides meaning to its
community who is aware of its different values. Its audiences may greatly differ, from
narrow niches (e.g. scientific community) to mass markets (tourists) while marketing
towards these markets does not have to be done with economic purposes. It sometimes
serves in awareness raising or education but may also have profit-making outcomes. The
greatest challenge to be overcome is in actual application of marketing methods, since
often they are seen incompatible to heritage sites. Skills such as market and product
segmentation, targeting, positioning (branding), pricing, distribution and promotion are an
enormous added value to heritage managers in ensuring their asset’s sustainability. As to
overcome the mentioned challenge, educational activities, peer-learning and good practice
examples may be inspirational. Also, lack of marketing knowledge by heritage managers
may be replaced by employing cooperation agreements with universities specialised in
marketing studies; students may be provided with concrete learning examples while
providing a heritage site with a developed marketing plan.
Source: www.foundazioneaquileia.it
The small town of Aquileia, situated in the Friuli Venezia Giulia region, with around
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3,500 inhabitants is a rural town whose development, not so long ago, was based
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organisations and various associations dealing with studying and preserving cultural
heritage. Moreover, Aquileia was one of the largest and most wealthy cities of the Early
Roman Empire and most of the ancient city stayed intact and thus it represents one of
the most complete and well preserved examples of an Early Roman city in the
Mediterranean world, with some of remnants dating back to the first century BC. Due to
its valuable and unique heritage, the archaeological site of Aquileia, which covers the
area of a whole town, has been inscribed to the UNESCO World Heritage List in 1998.
Although having such a unique heritage at its territory, Aquileia needed a strategy which
will make this heritage alive by bringing new audiences to its archaeological site. Region
of the Friuli Venezia Giulia has also seen the potential of culture, creativity and tourism
as possible driving forces for its development, thus defining those three as specific
priority areas in its “smart specialization strategy” developed as a part of the 2014-2020
ERDF operational programme. Work of numerous cultural and creative organisations
was supported by this policy. One of those organisations is also Fondazione Aquileia,
the body in charge of the management and valorisation of the archaeological site of
Aquileia.
In order to attract the new audiences to the site and to strengthen the position of the
town as a focal point for culture, Fondazione Aquileia developed and implemented
various activities, cultural events and innovative, matching a diverse audience, such as:
Since the mission of the Fondazione was to diversify and bring new audiences, they
have also developed various innovative interpretation tools, providing the visitors with
the exceptional experiences and increasing the attractiveness of the site. Thus, they
developed more than 60 3D reconstructions of the most relevant parts of the
archaeological site, interactive information boards, or application “Antica Aquileia 3D”
which enables the visitors to “walk” the city of Aquileia in the ancient times. As a result
of a carefully planned management and marketing strategy of the Fondazione Aquileia,
number of visitors has been significantly increased. Interesting events and activities,
innovative interpretation tools, all these methods developed to attract the new
audiences, resulted in a large audience, bringing this heritage site alive.
The Aquileia Archaeological Film Festival thus attracts more than 3,000 visitors each
year, while the festival “Tempora in Aquileia” attracted more thousands of visitors in
three years; and it is expected that the number will continue to grow. Innovative
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interpretation tools and use of ICT in the presentation of the heritage has significantly
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All these activities of Fondazione Aquileia which resulted in a high number of visitors in
the area and thus contributed not only to the cultural, but also economic development of
the city, also strongly impacted the local community by raising their awareness on the
importance of their heritage as a driver for the city’s economy instead of seeing it as an
obstacle for the local agriculture which once was perceived as the only foundation for
the development of Aquileia.
www.fondazioneaquileia.it
Identify the opportunity to offer unique activities and events aimed at different
publics, thus diversifying audience (film festival, historical festival, „laboratory“ for
children, etc.).
Use modern technology and IC tools to enhance audience development.
Maintain the heritage alive by supporting cultural and heritage associations
involved in preservation and revitalization of heritage.
Attract the visitors all year long by offering them various, carefully targeted
attractive contents throughout the year.
INTERPRETATION
Interpretation activities are inherent to heritage assets and are common to practically every
cultural heritage site. They may greatly enhance understanding of the site thus ensuring
sustainability of its educational values. Its role in preserving heritage economic values has
already been discussed (see section How to respond to economic challenges? –
Interpretation). The greatest challenges on this topic are usually concerned with the lack
of specific knowledge on the art of interpretation which usually results in visitors’ poor
understanding of and boredom towards the presented heritage site. This most often
relates to the inappropriate use of text in interpretation panels (too long, cluttered with
historical facts, and too scientific) or failing to present a holistic story related to a heritage
site. Further on, it challenges are also seen in the incorrect selection of the interpretation
media (personal vs. non-personal) or its incorrect matching with its target audiences. Most
heritage sites also face the challenge of providing interpretation for people with disabilities.
As to respond to these challenges, again educational activities are advocated or
engagement of experts in the field. Interpretation activities are seen to be closely linked to
the heritage product itself (especially its fourth dimension) and may greatly enhance visitor
experience. This is why contemporary good practice examples often employ multisensory
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interpretation.
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„DREAMS OF DALI” – ART AND TECHNOLOGY CREATING A NEW WORLD OF
VIRTUAL SURREALISM
In 2016, the Salvador Dalí Museum in St. Petersburg, Florida has launched a new
virtual reality (VR) experience that allows visitors to deeply immerse the visitors in the
Dali’s world, by taking them „inside” his famous painting Archeological Reminiscence
of Millet’s Angelus. This unique, award-winning VR experience is created by Goodby
Silverstein & Partners as part of the multimedia exhibition ‘Disney and Dalí: Architects
of the Imagination” and enables visitors to step into the Dali’s mind by stepping into his
painting and immersing completely in the world of the artist, seeing the certain aspects
of the painting from completely new perspectives which have not been possible ever
before.
‘Dreams of Dalí’ uses Oculus Rift technology to navigate a digital landscape created
from the artist’s work, thus enabling the visitors to dive into the imagined landscape of
a famous Dali’s painting. With specially designed headset and earphones, besides
walking through the landscape, you can walk into the towers and the world „inside”, the
world that Dali created in his mind while painting this unique work of art.
https://thedali.org
Source: https://thedali.org
Make effective use of a modern, ICT technology to enhance the experience of the
visitors.
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Cooperate with the creative industry to create unique projects as Salvador Dali
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Museum did with Disney what led to the remarkable, innovative project in a field of
heritage/art interpretation.
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IVANA’S HOUSE OF FAIRY TALES – IN THE CITY OF OGULIN FAIRYTALES
COME ALIVE
Main initiative for realization of the project, opening of the Ivana's House of Fairy Tales
– Visitor's Centre, came from the Tourist Board of the City of Ogulin, in 2006. Director
of the Tourist Board ordered a study on a cultural tourism development of the city as
the “homeland of fairy tales”, from a company for the consulting and managing of
projects in culture and tourism, Muse Ltd.
The idea for a project came from a fact that Ogulin is a birthplace of Ivana Brlić
Mažuranić, famous and most distinguished Croatian writer of fairy tales. Moreover, her
most successful collection of fairy tales, Tales Of Long Ago, are linked to the natural
beauties of Ogulin, but also its legends and traditions, its intangible cultural heritage.
Thus, the first idea was to celebrate the work of Ivana Brlić Mažuranić, but also to
promote the knowledge of fairy tales, enhancing the tourist and cultural development of
the city of Ogulin.
Successful cooperation of the Tourist Board of the City of Ogulin, the City of Ogulin
and the Conservation Department of the Ministry of Culture of the Republic of Croatia,
Muse Ltd. company, and other numerous institutions and associations from a local,
regional and national level, brought to the successful realization of the project and in
2013, Ivana’s House of Fairy Tales – the Visitor's Centre opened its doors to the
public. The project was mainly financed by the European Regional Development Fund.
Situated within the old historic building, medieval Frankopan Castle, Ivana’s House of
Fairy Tales consists of the permanent exhibition, a library, the “Creative Room” for
workshops and other educational and fun activities, and a souvenir shop and attract
numerous visitors from all over Europe.
With its mission “to use fairy tales to inspire a love of reading, knowledge and creative
expression”, it already became one of the most popular cultural and tourist attractions
for children and families from Croatia but also other European countries. In order to
attract children and young people, who they particularly want to inspire and stimulate,
by evoking their creativity and innovativeness, museographic interpretations of fairy-
tale heritage within a permanent exhibition are based on the new technologies,
providing completely interactive and multimedia experience to the visitors.
“Chamber of Mystery”.
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Due to its unique multimedia and interactive exhibition, in 2016 it has been nominated
for the prestigious “European Museum of the Year Award” (EMYA) and has won
numerous awards, including the prize of the best museum exhibition in Croatia from
the Croatian Museum Association. The evidence of its success is in the continuous,
significant increase in number of visitors from one year to another.
www.ivaninakucabajke.hr
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TIPS FROM THE CASE STUDY:
The Council of Ribeira de Pena is identified by the flax weaving, highly recognized for
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the quality of the remarkable linen products, produced by the excellent weavers from
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the villages of Cerva and Limões. In order to promote this precious intangible heritage
to the local community and wide audience and to transmit the knowledge and skills
linked to the flax craft and flax weaving to coming generations, to support the historic
and ethnographic researches of this subject, as well as to increase the importance and
visibility of this traditional craft in terms of touristic attraction, the Museum Of Flax has
been established. It is a part of the Ecomuseum of Ribeira de Pena which intends to
preserve and promote the cultural heritage of the local community, as well as to
promote and encourage cultural actions.
The way to a successful management of the museum was in the integration of the, for
the subject, relevant actors and the institutions in the area. This has been achieved
through the protocol between the Municipality of Ribeira de Pena and CACER –
Cooperative of Cerva’s Artisans which ensures that all the decisions are made in
consensus, with the aim to preserve and interpret the tradition in its original way,
presenting the life and work of the artisans as they really were.
secured.
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TIPS FROM THE CASE STUDY:
Strong cooperation with the local community and active engagement of the local
was crucial for the success of the project.
Bringing in the expertise of the local artisans, their knowledge and skills had a
strong added value to the project.
Raise awareness of the residents of their cultural values and increase their
participation in issues related to revitalization of their own cultural heritage, thus
contributing to a long-term sustainability of heritage itself.
EVALUATION
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EX ANTE EVALUATION OF THE HERITAGE PLANNING DOCUMENTS AS A TOOL
FOR SUSTAINABILITY – HISTORIC TOWN CENTRE OF BUZET
Integrated Built Heritage Revitalisation Plan (IBHRP) for the Buzet Historic Town
Centre (Croatia) has been prepared as part of the RESTAURA project scope of
activities, together with the IBHRP for the Old Town of Bratislava (Slovakia); Nowy
Dwór Mazowiecki (Poland) and the area of the Municipality of Nova Gorica (Slovenia).
The RESTAURA project (INTERREG Central Europe programme), was dedicated to
promotion and deployment of investments in revitalisation of historic buildings through
Public-Private Partnership (PPP) schemes.
IBHRP for the city of Buzet defines the vision of a revitalized Historic Town Centre as
an ecologically, socially and economically sustainable settlement, including objectives
and priorities in the revitalisation of this historical area. Its main goals were to transfer
the historic town centre into an attractive space to live, work and visit; to provide
guidelines for the revitalisation in both social and economic terms and for spatial
planning and restoration of housing stock in the old town centre. The aim of the IBRHP
in Buzet was to create interpretation of the “local culture of living and working” in the
town and to improve the competitiveness of the Town of Buzet as a whole.
Ex ante evaluation of the IBHRP for the historic town centre of Buzet has been
conducted in order to assess the efficiency, effectiveness and sustainability of this
strategic document.
An important part of the evaluation has been focused on the long-term sustainability of
the future investments. Thus, when evaluating the current shortcomings in the projects,
focus was placed on the interest of potential private partners in the project. In order to
gather the data on the possible achievement of sustainability and to assess whether
the Revitalisation Plan has envisaged the needed measures for the sustainability of
investments and thus for ensuring the financial, long-term sustainability of the project,
specific questions were formulated, indicating whether the proper analyses of the
market and bankability have been carried out:
- Has a financial capacity analysis been carried out showing that the contracting
party and/or end-users have the capacity to provide the private partner with
adequate remuneration?
- Have all project costs been estimated (for the whole project lifecycle)?
- Has a financial model been prepared to assess whether identified sources of
funding would be sufficient to cover project costs throughout the project
lifecycle?
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financing entities) been evaluated in terms of their participation in the project?
- Has the market research been carried out in a manner that takes into account
identification of the key features of the project (i.e. risk profile, duration of the
contract), has/have the research plan/target groups been described?
- Has market research and bankability analysis confirmed the potentially strong
market interest?
- Has the team for the implementation of the IBHRP been defined and appointed?
- Does the town of Buzet have the operational capacity to manage the
implementation of the IBHRP i.e. has the ability of the project team (taking into
account the resources available to it) to effectively manage the project been
evaluated?
- Does the IBHRP in its future implementation affect the quality of life i.e. living
and working conditions of the local residents, creating a favourable social
environment?
Evaluation of the IBHRP for the Buzet Historic Town showed the need to supplement
and update legal and financial analyses, including some further accurate market tests
and assessments of the project’s bankability, thus clearly showing that although many
analyses and documents have already been prepared, a lot of further preparatory work
should be done which will lead to a successful public-private partnership. Ex ante
evaluation of the heritage planning documents, which includes the evaluation of the
sustainability, can thus be seen as an important tool for ensuring the sustainability of
the heritage projects, pointing out to the gaps and challenges in their sustainable
management and guide decision makers or managers to develop necessary changes
already in the planning phase.
www.interreg-central.eu/Content.Node/RESTAURA.html
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V. DOES IT WORK FOR EVERYONE?
On the base of the good practice examples showcased in this guide, it is possible to
identify a number of innovative ideas and elements which can be implemented in other
contexts worldwide, but in order to produce concrete results in other contexts practices
have to be approached in a specific way and adjusted to the specific pre-conditions that
differ from one region to another.
Identification of good practices and their transferability to other contexts are the main focus
of the project. Still, each good practice is implemented in a different region or context and
that has to be taken into account during the implementation of these practices in other
surroundings than their original ones. The complexity of the challenge can thus be seen in
those regional and local differences which determine the pre-conditions for the alteration of
practices in purpose to correspond to particular needs. For example, transferability of the
practice of revitalizing religious heritage to serve for hospitality services will largely depend
on the different ways religion and religious heritage is viewed in different countries, what
will likely lead to different forms of repurposing.
Therefore, besides addressing the common issue of achieving sustainability and durability
of cultural heritage, each good practice had the specific starting point and a situation in
which is set, what should be considered as an important element in determining whether
this case can be implemented the same way in another context, or it can maybe serve only
as the inspiration for a different project.
Transfer of a certain good practice to another region or a country, without the further
context-related research and alteration of the practice accordingly, cannot be successful.
Only in this way, compiled with the specific factors determining the particular area in which
the project is taking place, and adjusted to the address the specific regional problems,
good practices can be transferred successfully and bring concrete results. Hence, with the
adaption and alteration, corresponding to the specific contexts, a number of innovative
solutions and approaches can be identified and some new good practice examples can be
developed, encouraging further researches and contributing to achieving the sustainability
and durability of cultural heritage among European countries and worldwide.
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10 TIPS TO ENSURE THE SUSTAINABILITY OF CULTURAL HERITAGE
1. Plan and secure financing by creating a mixture of uses and funding from
different private and/or public sources.
6. Embrace change and design innovative solutions for sustainable and adaptive
(re)development of a heritage asset, also securing its long-term economic
viability.
9. Develop a long-term strategic plan, setting clear goals for heritage site
management alongside its sustainability and durability; find balance between
inherent heritage values (conservation/art/education/science) and economy-
related ones proved to be beneficial to heritage sustainability/durability.
10. Plan and conduct the ex-ante evaluation of heritage management planning
documents, thus evaluating the sustainability of a heritage project already in
the process of planning and in this way ensuring its certain achievement.
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LITERATURE
Arnold D., Benson A. M., Kaminski J. (2014). Contemporary Issues in Cultural Heritage
Tourism, New York: Routledge
Cardani, G. & Beluco, P. (2018). Reducing the Loss of Built Heritage in Seismic Areas.
Buildings 8(19), 1-12.
Cultural Heritage, Landscape & Rural Development, Good Practice, Methodology, Policy
Recommendations & Guidelines for Rural Communities; HITSCAPE: Historic Assets and
Related Landscapes, INTERREG IVC (2014).
Culture for Cities and Regions, Successful investments in culture in European Cities and
Regions: a Catalogue of Case Studies
www.cultureforcitiesandregions.eu/culture/Library
Duggan, B. J. (1997). Tourism, Cultural Authenticity, and the Native Crafts Cooperative:
The Eastern Cherokee Experience. In: Tourism and Culture: An Applied Perspective. New
York: State University of New York Press, pp. 31-57.
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Kisić, V. (2016). Governing Heritage Dissonance: Promises and Realities of Selected
Cultural Policies. Amsterdam: European Cultural Foundation
Pierleoni P., Belli A., Palma L., Valenti S., Raggiunto S., Incipini L. & Ceregioli P. (2018).
The Scrovegni Chapel Moves Into the Future: An Innovative Internet of Things Solution
Brings New Light to Giotto’s Masterpiece, IEEE SENSORS JOURNAL, VOL. 18, NO. 18,
SEPTEMBER 15, 2018
Rivero Moreno, L.D. & Rivas, M. (2019). ROCK placebranding toolkit. Cultural Heritage as
a driver for branding the contemporary city. ROCK project report, European Commission
Simonicca, A. (1997). Il turismo fra esperienza e cultura. In: Turismatica: Turismo, cultura,
nuove imprenditorialità e globalizzazione dei mercati. Milano: Franco Agnelli s.r.l., pp. 130-
140.
UNESCO (2016). Culture: Urban Future; Global Report on Culture for Sustainable
Development.
Vandesande, A., Van Balen, K., Thys, C., Van der Auwera, S., Verpoest, L., Jagodzińska,
K., Sanetra-Szeliga, J., Purchla, J., Giraud-Labalte, C., Pugh, K., Quaedvlieg-Mihailović,
S., Sanetra-Szeliga, J., Smith, B., Vandesande, A. (Eds.) (2015). Cultural Heritage Counts
for Europe.
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