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8/7/2019 Preservation Planning & the Secretary of the Interiors Standards Contexts and Surveys
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PreservationPlanning&the
SecretaryoftheInteriorsStandards ContextsandSurveys
MarieNelson
mnelson@parks.ca.gov
StateOfficeofHistoricPreservation
SanDiego
14September2009
mailto:mnelson@parks.ca.govmailto:mnelson@parks.ca.gov8/7/2019 Preservation Planning & the Secretary of the Interiors Standards Contexts and Surveys
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PreservationPlanning
Historicpropertiesareirreplaceable
Responsibleplanningrequiresinformation
PublicParticipation earlyandcontinuing
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PlanningStandardI
PreservationPlanningEstablishesHistoricContexts
Decisionsabouttheidentification,evaluation,registrationandtreatmentofhistoricpropertiesaremost
reliably
made
when
the
relationship
of
individualpropertiestoothersimilarpropertiesisunderstood.
Informationabouthistoricpropertiesrepresentingaspectsofhistory,architecture,archeology,engineeringandculturemustbecollectedandorganizedtodefinetheserelationships.
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Thedevelopmentofhistoriccontexts isthefoundationfordecisionsaboutidentification,evaluation,registrationandtreatmentofhistoricproperties.
PlanningStandardI
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HISTORIC CONTEXTS
Built
Environment
History
Patterns
People
Values
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Describethesignificantaspectsandbroadpatterns
of
an
areas
historyandculturaldevelopment
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Tellthestoriesthat
explain
how,
when,and
why
thelandusepatterns
andbuiltenvironment
developedorlooksthe
wayitdoes.
Historic
Contexts
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HistoricContextStatements SoWhat?
Sowhataretheimportantforceswhichshapedthecurrentbuiltenvironment? Sowhataretheimportantpropertytypesassociatedwiththosethemes?
Sowhatistheappropriatecontextforevaluationaparticularresource Sowhatcharacteristicsdoesaresourceneedtohavetobesignificantasarepresentative
propertytypewithinitsappropriatecontext?
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CONTEXTS
Synthesize informationaboutsignificanthistoricalpatterns,events,people,groups,andvalues Identify InformationNeeds
Recommend
Goals,Priorities,andStrategies
Evolve asadditionalinformationisacquired Create FrameworkforEvaluation Permit developmentofplansforidentification,evaluation,andtreatmenteveninabsenceof
completeknowledgeofindividualproperties.
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CONTEXTS FOCUS ON
PROPERTY TYPES*
Identify
propertiestypesassociatedwithimportantthemes
Identify characteristicseachpropertytypeneedstorepresentthepropertytypewithinthecontext
Identify
locational
patterns
Characterize
currentconditionofpropertytypes
Establish
Eligibilitycriteria context&criteria
Define
integritythresholds context&criteria
Provideframework
forapplyingcriteriaandthresholds
*Groupingsofindividualpropertiesbasedonsharedphysicalorassociativecharacteristics
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Planning Standard II
PreservationPlanningUsesHistoric
Contexts ToDevelopGoalsandPrioritiesfortheIdentification,Evaluation,Registrationand
TreatmentofHistoricProperties
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Incentives
HeritageTourism
Ordinances
Registration
DesignGuidelines
ProjectReview
AdaptiveReuse
GeneralPlanElement
Infill& Community
DevelopmentRevitalization
Specific
Plans
DisasterPlanning&Response
AffordableHousing
Transportation&
Infrastructure
ProvideDirectionforPreservationPlanning
NRMultiplePropertySubmission
CONTEXTS&SURVEYS
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Planning Standard III
ResultsofPreservationPlanning
AreMadeAvailableforIntegration
IntoBroaderPlanningProcesses
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DynamicProcessesofPreservationPlanning
Contextsdevelopedandrevised
Surveysconducted Goalsandprioritiesalteredbasedonnewinformation Planrevisedthroughregularandsystematicreview Resolveconflictsinhistoricpreservationgoals Resolveconflictsbetweenhistoric
preservationand
other
land
us
planning
goals
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Public Participation
Professionals relateddisciplines Interestedindividuals,organizationsand
communities Prospectiveusersofpreservationplan Coordinatewithlocal,regional,state&
nationalplanningefforts
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IDENTIFICATION
ScopeofIdentificationActivitiesdependson: Existingknowledge Goalsforsurveyactivitiesdevelopedinplanningprocess Currentmanagementneeds Availableresources
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Identification Standard I
IdentificationofHistoricPropertiesis
UndertakentotheDegreeRequiredtomakeDecisions
ResearchDesign
ArchivalResearch FieldSurvey Informantinterviews Analysis
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Survey Methodology
Systematicprocess
forgatheringinformation
aboutacommunityshistoricalresources,identifying andevaluating thequantityandqualityofhistoricalresourcesforlanduseplanningpurposes.
Windshield
ReconnaissanceIntensiveSampling
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SURVEYSPROVIDECLUES
What
resourcesexist?
Where aretheresourceslocated?
Whatarethecharacterdefiningfeatures?
Whyaretheysignificant? Havetheyretainedintegrity? Howdoeseachneedtobeconsideredinplanning?Revisit,Reevaluate,Update
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Identification Standard II
ResultsofIdentificationActivities
AreIntegratedIntothe
PreservationPlanningProcess
Mayrefineunderstandingofcontexts Mayaltertheneedforadditionalsurveyorstudyofparticularpropertytypes
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Identification Standard III
IdentificationActivitiesIncludeExplicit
ProceduresforRecordKeepingand
InformationDistribution
Survey
Report
Objectives
Area
ResearchDesign
Results
Inventory
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EVALUATION STANDARD I
EvaluationoftheSignificanceofHistoric
PropertiesUsesEstablishedCriteria
Evaluationis
the
process
of
determining
whether
identifiedpropertiesmeetdefinedcriteriaofsignificance.
NationalRegisterCriteriaCaliforniaRegisterCriteria
LocalCriteria
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EVALUATION
Whatcontext andpropertytype doestheresourcerepresent? Isitacontributor toadistrict?
Whatcriteria
apply?
Whatisitssignificance? Doesithavetheexpectedcharacterdefiningfeaturesforitstype? Doesitpossesstheintegrity characteristicsforitspropertytypewithinthedefinedcontext?Multiple
contexts/multiple
periods
of
Significance?
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EVALUATION STANDARD II
EvaluationofSignificanceAppliesthe
CriteriaWithinHistoricContexts
Propertiesare
evaluated
using
a
historic
context thatidentifies thesignificantpatternsthatpropertiesrepresentanddefines
expectedpropertytypes
againstwhichindividualpropertiesmaybecompared.Withinthiscomparativeframework,thecriteriaforevaluationtakeonparticularmeaningwithregardtoindividualproperties.
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Application of the Criteria within a
Historic Context
Identify
whichcriteriaeachpropertytype
mightmeet.
Identify
howintegritywillbeevaluatedfor
eachpropertytypeundereachcriterion.
Specificguidelinesforevaluatingtheeligibility
ofindividualpropertiesshouldbeestablished. Evaluationshouldstatehowaparticularpropertymeetsthecriteria foritstype
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EVALUATION STANDARD III
EvaluationResultsinaListorInventoryof
SignificantPropertiesThatIsConsultedInAssigningRegistrationandTreatment
Priorities
Inventoriestobemaintainedandupdatedregularly
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Inventory
Summariesofimportanthistoriccontexts
Descriptionsofsignificantpropertytypes. Resultsofsurveys Informationonindividualpropertiesevaluatedincludingthosedemolished,
altered,andnotsignificant Context Descriptionandboundaries
Significancestatement
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EVALUATION STANDARD IV
EvaluationResultsAreMadeAvailable
tothePublic Computer-assisted databases
Inventories to be maintained andupdated regularly
Safeguard sensitive information(archeology sites)
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For More Information:
CaliforniaStateOfficeofHistoricPreservation
www.ohp.parks.ca.gov ArcheologyandHistoricPreservation:SecretaryoftheInterior'sStandardsandGuidelines
forPlanning,Identification,
Evaluation,
and
Documentation
of
HistoricResources
HowtoCompletetheNationalRegisterMultiple
PropertyDocumentationForm NationalRegisterBulletin #16B.
GuidelinesforLocalSurveys:ABasisforPreservation
Planning, NationalRegisterBulletin24.
http://www.ohp.parks.ca.gov/http://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.nps.gov/history/nr/publications/bulletins/nrb16b/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bulletins/nrb24/http://www.cr.nps.gov/nr/publications/bu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