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PreservationPlanning&the

SecretaryoftheInteriorsStandards ContextsandSurveys

MarieNelson

mnelson@parks.ca.gov

StateOfficeofHistoricPreservation

SanDiego

14September2009

mailto:mnelson@parks.ca.govmailto:mnelson@parks.ca.gov

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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/bulletins/nrb24/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.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.cr.nps.gov/local-law/arch_stnds_0.htmhttp://www.ohp.parks.ca.gov/