HP 307 ARCHITECTURAL CONSERVATION II
Tuesdays 1:15 - 4:15 PM, Wheeler House, Room 101
Professor Thomas Visser, Wheeler 204
Office hours: Tuesday and Wednesdays 10:30-11:30 AM or by appointment
Course syllabus web site: http://www.uvm.edu/histpres/307/hp307syl2017.html
| Aug. 29
Conservation and preservation philosophy
Charters, standards and treatment recommendations
Preservation consulting, project proposal development and cost estimates
Historic structures reports and architectural conservation assessments
| Weaver: Chapter 1 "Introduction" & Chapter 2 "Investigating Old Buildings"
Young: Chapter 1, Overview, 1-16 (recommended)
Association for Preservation Technology International (APT)
AIC Code of Ethics and Guidelines for Practice
Canadian Association of Heritage Professionals
Parks Canada - Standards and Guidelines for the Conservation of Historic Places in Canada
Burra Charter/ Australia ICOMOS
Vermont Historic Preservation Consultants List
36 CFR Part 61 Professional Qualifications Standards
PB 17: Architectural Character
PB 43: The Preparation and Use of Historic Structures Reports
NPS-28: CULTURAL RESOURCE MANAGEMENT GUIDELINE/ CHAPTER 8: MANAGEMENT OF HISTORIC AND PREHISTORIC STRUCTURES
HABS Historical Reports Guidelines
California State Parks - Historic Building Condition Assessment
Collections Asessment for Preservation (CAP) Program/ AIC
Theron Boyd Place- Vermont Historic Site
| Aug. 30 |
| Historic Preservation Annual Welcome Event
Wheeler House- West Veranda
| Sept. 5
Windows & doors
Wooden windows and glass
Window energy efficiency issues
Window & door surveys
Window and door conservation strategies
Non-wooden windows conservation and preservation issues
Assignment 1 Proposal due
Weaver: Chapter 11 Architectural Glass, 232-238; Chapter 14, Synthetic Resins, 254-259
Young: Chapter 10, Windows, 199-220; Chapter 15, Art and Stained Glass, 289-302 (recommended)
Window surveys template
Secretary Standards & Guidelines - Windows
PB 9: Repair of Historic Wooden Windows
PB 44: The Use of Awnings on Historic Buildings Repair, Replacement & New Design
Saving Windows, Saving Money - NTHP
Wooden Window Repair Methods- NPS & The Preservation Education Institute
Testing the Energy Performance of Wood Windows in Cold Climates- NCPTT
Efficiency Vermont - Home energy saving information
Burlington Window Catalogue (1940)
PB 13: Steel Windows
PB 33: Stained and Leaded Glass
Ives Window Hardware Catalogue (c. 1926)
Saving Windows, Saving Money
| Sept. 12
Foundations, dampness & drainage
Weaver, Chapter 12, Foundations and Footings, 239-248
Young, Chapter 3, Building Pathology, 31-44 (recommended)
- PB 39: Controlling Unwanted Moisture in Historic Buildings
- All wet...Managing Moisture in Your Historic House
| Sept. 19
Condition assessments (continued)
Flashings and gutters
Building envelope assessments
Weaver, Chapter 13, Restoring Slate Roofing, 249-253
Young, Chapter 8, Roofing, 155-174; Chapter 12, Storefronts, 239-252 (recommended)
TPS Metals #2: Restoring Metal Roof Cornices
PB 34: Composition Ornament
PB 4: Roofing for Historic Buildings
PB 19: Repair of Wooden Shingle Roofs
PB 29: Slate Roofs
PB 30: Clay Tile Roofs
| Sept. 26
Flooring & floor coverings
Weaver: Chapter 15 Historic Wallpapers, 260-264
Eaton's Wallpapers Catalogue (1938)
Historic New England Wallpaper Collection
Young, Chapter 13, Floors, 255-270; Chapter 14, Walls and Ceilings, 271-288 (recommended)
Armstrong Linoleum Catalogue (1940)
HP 303 Internship Presentations
9 AM - noon - guests invited
| Oct. 3
|| Architectural metals
Weaver, Chapter 9, Architectural metalwork, 175-215
Young, Chapter 7, Architectural Metals, 131 - 154 (recommended)
GSA - NPS Standards for Rehabilitating Historic Buildings: Metals
TPS Metals #3 In-Kind Replacement of Historic Stamped Metal Exterior Siding
TPS Metals #4 Rehabilitating a Historic Iron Bridge
Save Outdoor Sculpture!
Do You Have Lead Pipes in Your Home? (NPR)
The City That Unpoisoned Its Pipes (Next City)
| Oct. 10
Emergency stabilization and mothballing
Conservation Assessments for Museums
Architectural conservation assessments and historic structures reports for museums and institutions
Assignment 2 Window & Door Assessment due
Visser, Thomas. "A Primer on Conservation Assessments and Emergency Stabilization for Historic Farm Buildings." Association for Preservation Technology Bulletin 25, no. 3-4 (1994): 64-69. (JSTOR)
Young, Chapter 9, Exterior Wall Cladding, 175-198 (recommended)
Feilden: Chapter 16, Preventative maintenance, 235-250
PB 31: Mothballing
Conservation Assessment Program (CAP)
Historic New England: Condition Assessments
New Orleans Charter
(Friday & Saturday)
Historic New England Field School in Preservation Practice: Using Easements to Protect Historic Properties
At Shirley Center Meetinghouse, 41 Brown Road, Shirley, Massachusetts. Registration is required. Space is limited to 20. Call 617-994-6644 for more information or register online. (Student rate available.)
(Friday & Saturday)
Association for Preservation Technology (APT) annual conference
At Westin Ottawa & Chateau Laurier Hotel, Ottawa, Ontario, Canada. Presented in association with the National Trust of Canada and the Canadian Association of Heritage Professionals (CAHP-ACECP)
Pre-registration is required. (Student rate available.)
| Oct. 17
Conservation in a Museum Context
Site visit: Shelburne Museum
Conservation Lab, collections care
Meet at 1:15 PM at Shelburne Museum Conservation Lab, Route 7 / 5555 Shelburne Road, Shelburne, VT. Parking lot is on east side, opposite the covered bridge. Conservation lab is at rear right.
Guest speakers: Nancie Ravenel, object conservator; Chip Stulen, director of buildings; Ron Wanamaker, carpenter, Shelburne Museum
| Oct. 24
Conservation in a Museum Context (continued)
Site visit: Shelburne Museum
Environmental management and collections care
Meet at 1:15 PM at Shelburne Museum Conservation Lab, Route 7, Shelburne, VT.
| Oct. 31
Sustainability and Historic Preservation: "The Green Issue"
Lead paint hazard mitigation and historic preservation
Solvents, strippers, adhesives & preservatives
Other health concerns
"Green" building conservation
Mold and Dampness Issues
IR imaging assessments
Sick Building syndrome
Young: Chapter 22, Sustainability, 389- 401 (recommended)
APT Technical Committee on Sustainable Preservation
APT-TCSP: OSCAR - YOUR GUIDE FOR SUSTAINABLE PRESERVATION
Pocantico Call to Action on Climate Impacts and Cultural Heritage
EPA Renovation, Repair and Painting Rules
EPA "A Brief Guide to Mold, Moisture, and Your Home" EPA Sick Building Syndrome
EPA Chromated Copper Arsenate (CCA)
Beyond Pesticides CCA Fact Sheet
OSHA methylene chloride
The Fatal Attraction of Lead (BBC)
PCBs in Caulk (US EPA)
| Nov. 7
Mechanical & Electrical Equipment
Energy efficiency and HVAC issues in historic buildings
IR imaging assessments (continued)
Assignment 3 Exterior Envelope (Walls, Features, Foundation, and Roof) Assessment due
Young, Chapter 19, HVAC systems, 353-364; Chapter 20, Building Service Systems, 365-376; Chapter 11, Entrances and Porches, 221-238 (recommended)
National Park Service - PB 3 Conserving Energy in Historic Buildings
LEED Existing Buildings
National Institute of Building Sciences: Sustainable Historic Preservation Guidelines
The Greenest Building: Quantifying the Environmental
Value of Building Reuse
NREL: Implementing Solar PV Projects on Historic Buildings and in Historic Districts
| Nov. 8
| Historic Preservation Comprehensive Examinations
||8:00 - 12:00 PM Wheeler 103
| Nov. 14
- Mechanical & Electrical Equipment (continued)
Lighting & Heating
PB 24: Heating, Ventilating, and Cooling
Young, Chapter 21, Lighting and Electrical Systems, 377-488 (recommended)
| Nov. 21
- Thanksgiving recess
| Nov. 28
Code Compliance for Historic Buildings
Fire and life safety strategies
ADA and accessibility strategies
Emergency management and preparedness
Feilden: Chapter 17, Fire, 251-260 (recommended)
Young, Chapter 2, Health and Safety, 17-30 (recommended)
PB 32: Making Historic Buildings Accessible
PB 14: New Exterior Additions
PB 18: Rehabilitating Interiors
Federal Emergency Management Agency (FEMA)
FEMA - Historic Preservation
ACHP/Federal Emergency Management Agency Model Statewide Programmatic Agreement
Accessibility for Historic Buildings: A Field Guide (7.7MB pdf)
2010 ADA Standards for Accessible Design
NEA Accessibility Planning and Resource Guide for Cultural Administrators
Accessibility in Burlington (Seven Days)
Fire & Building Safety Code Compliance for Historic Buildings: A Field Guide (10.2 MB pdf)
Flame Spread Performance of Wood Products
International Existing Building Code
Vermont Fire & Building Safety Code
Vermont Flood Guide: Preparation, Response & Recovery
Disaster Resources - Texas Historical Commission
| Dec. 5
Structural and Seismic Issues
Professional practice and career development strategies in architectural conservation
Assignment 4 Interior Assessment due
PB 41 The Seismic Retrofit of Historic Buildings
Keeping Preservation in the Forefront
Architectural issues in the seismic rehabilitation of masonry buildings
USGS Earthquake Hazards Program
Even Buildings with Seismic Retrofits Damaged in Napa Earthquake - LA Times
How concrete buildings fail in earthquakes - LA Times
L.A.'s epic task: Fixing buildings that earthquakes could flatten- LA Times
| Dec. 13
| Graduate Hooding Ceremony || Ira Allen Chapel|
Course goals, assignments and expectations
- This final semester course emphasizes professional and academic applications of architectural conservation and historic preservation research and technical skills through a series of seminars, site visits, research projects, and written reports. The goal is prepare students for the world of professional practice by simulating typical activities, schedules, and research questions that may be presented to a historic preservation professional. Another goal of the course is to help develop knowledge and skills in the areas of project management, as well as an understanding of how various components of heritage preservation projects and professional services interact.
- In order to develop the ability to efficiently evaluate situations, obtain information, and conduct research in the field, laboratory and archives, the course assignments are based on a series of conservation assessment projects that are to be completed within the prescribed allotment of time. Plan your research and preparation time carefully. Be prepared for the unforeseen!
- Each student is to complete a series of projects, described below, that assess the condition and provide treatment recommendations for the conservation of various historic building components and systems. This should not be the same building used for projects in other courses. Numerous visits to the project building may be required, so it should be easily accessible. If you would like to discuss options for suitable project buildings, please check with the professor before Assignment 1 is submitted.
- Each project should be submitted as a professional bound report. The reports should be thoroughly proof-read and follow a professional format and include information, observations, illustrations, measured drawings, sketch plans, charts, tables, proper credits and notes (see Chicago Manual of Style). The project reports should be illustrated with digital images or scanned photographs and annotated drawings of the features being researched. Illustrations should have numbered descriptive captions with sources identified. Projects and reports are to be completed individually.
- To supplement the class lectures and assigned readings, plan to conduct additional research on your own through web sites, articles, trade journals, and books in the library, as well as through interviews and site visits. A HP 307 course reserve shelf in Wheeler 103 will offer background articles and other printed information.
- Course log book. Students are encouraged to record field observations, questions, references, site sketches and other information in a course log book. Log books could also include your research notes, field notes, sketches and laboratory observations for your projects.
- The class lectures, site visits and seminar discussions are all important parts of this course. Attendance is expected at all classes unless due to a medical reason or or an emergency beyond a student's control.
- If you cannot attend a class due to illness or emergency, please contact the professor in advance if possible by email or by telephoning the History Department at 802-656-3180. Also please contact the professor as soon as possible to arrange any make-up work or to request any extensions due to circumstances beyond your control. There will be no incomplete course grades for this course except with the Graduate College Dean's approval for reasons beyond a student's control.
- Cellphones should be turned off during all classes. Computers and digital devices should only be used for class-related business during lectures and labs. No texting, e-mailing, web-browsing or other distractive activities should be done during lectures or site visits.
- Assignments are due at the beginning of class on the date specified. Late submissions will be penalized unless due to a medical reason or an emergency beyond a student's control. The final report and all gradeable submissions are due on the last day of class. There is no final exam.
Assignment 1 - Proposal
Develop a formal proposal for your architectural conservation assessment survey project. In addition to a formal cover letter, provide a separate proposal that includes the following information:
The criteria for grading your proposal will include how effectively it communicates your plan for the project in a professional manner.
** The Shelburne Museum has kindly offered an invitation to students in this class to conduct volunteer architectural conservation assessments on Museum buildings. For further information on this option, contact Laura Need <firstname.lastname@example.org>, volunteer coordinator at Shelburne Museum.
Assignment 2 - Window and Door Assessment
Conduct a window survey of exterior windows and doors on an historic building. For each window and door, document the location, design, and features. Assess the condition and functionality of each visible component feature that you can access directly or from observation from the outside. Determine the causes of deterioration or malfunctions. Offer appropriate treatment recommendations to the extent of your expertise and qualifications. The window survey report may use as a guide the outline at http://www.uvm.edu/histpres/307/windowsurveys.html . Include in the final report annotated measured sketch drawings of the building elevations and of each type of window and door. Condense information into tables and charts if possible. These drawings should be bound into the report. Also include images of all windows and doors surveyed.
Assignment 3 - Exterior Assessment
Conduct an exterior envelope assessment of the roofs, walls, features and foundation of an historic building. Select a building for which you will access to both the interior of the basement and the exterior of the foundation, the exterior walls, and for which you can clearly see the roof from the ground or adjacent buildings. For safety reasons, this project is to be done without the use of ladders and without directly accessing the roof.
Document the materials, construction techniques, design, and features of the exterior envelope and the foundation. Assess the conditions and determine the causes of deterioration. Also document the materials, construction techniques, design, and features of the roofing and flashings. Based on your observations from the ground and from inside the building, assess the conditions and determine the causes of deterioration. Offer appropriate treatment recommendations with estimates of the urgency of any repairs to the extent of your expertise and qualifications. Condense information into tables and charts if possible. Include in the final bound report annotated measured drawings or annotated digital images of all the exterior wall and foundation elevations and at least one representative basement wall from the inside. Also include annotated digital images of the roof as can be gathered from the ground or adjacent buildings. Provide specific information on any recommended replacement products or treatment materials in an appendix.
Assignment 4 - Interior Assessment
Conduct an assessment of the accessible spaces on the interior of an historic building. For each significant character defining feature (including ceilings, walls, wallpapers, wall coverings, floorings or floor coverings, stairways, built-in features, cabinetry and mechanical and electrical components) document the feature and its materials, installation techniques, design, function and details. If historic, estimate its age. Assess the conditions and determine the causes of deterioration or malfunctions to the extent of your expertise and qualifications. Conduct an IR assessment of at least one interior space. Offer appropriate preservation treatment recommendations with estimates of the urgency of any repairs. Also discuss potential strategies to improve the energy conservation performance of the buildings. Condense information into tables and charts if possible. Include annotated digital images in the final bound report. Provide specific information on any recommended replacement products or treatment materials in an appendix.
Grades on assignments will reflect the quality of the work and its professional appearance and organization.
Grades in the "A" range will reflect work that has achieved a professional level of expectations in the preservation field.
Grades in the "B" range will reflect work that would require additional work to be well-received by a client or supervisor.
Grades below "B" will reflect professionally unacceptable work that could be rejected by a client or supervisor or could diminish one's professional reputation. Course grades will be computed as follows:
| Assignment 1 Proposal
| Assignment 2 Windows & Doors
| Assignment 3 Exterior
| Assignment 4 Interior
Weaver, Martin. Conserving Buildings. New York: John Wiley. 1997.
Technical Preservation Services, National Park Service
Preservation Briefs, National Park Service
Secretary of the Interior's Standards for the Treatment of Historic Properties, NPS
Feilden, Bernard. Conservation of Historic Buildings. Architectural Press. 2003.
Young, Robert A. Historic Preservation Technology. New York: John Wiley. 2008.
Recommended readings and references
Arbogast, David. How to Write a Historic Structure Report. Norton. 2010.
Fischetti, David. Structural Investigation of Historic Buildings: A Case Study Guide to Preservation Technology for Buildings, Bridges, Towers and Mills. Wiley. 2009.
Fitch, James Marston. Historic Preservation. Charlottesville: Univ. of Virginia Press. 1992. Garvin, James. A Building History of Northern New England. Hanover: Univ. Press of New England. 2001.
Green, Sara Wolf, ed. The Conservation Assessment. Washington: National Institute for the Conservation of Cultural Property. 1990.
Jandl, H. Ward, ed. The Technology of Historic American Buildings. Washington: APT. 1983.
Jester, Thomas C. Twentieth-Century Building Materials. Washington, D. C.: National Park Service. 1995.
Klemisch, Jürgen. Maintenance of Historic Buildings: A Practical Handbook. Dorset, UK: Donhead Publications. 2011.
Moss, Roger. Lighting for Historic Buildings. Washington: Preservation Press. 1988.
Nylander, Richard. Wallpapers for Historic Buildings. Washington: Preservation Press. 1992. Rosenstiel, Helene. Floor Coverings for Historic Buildings. Washington: Preservation Press. 1988.
Shivers, Natalie. Walls & Moldings. Washington: Preservation Press. 1990.
Spennemann, Dirk H. R., and Look, David W., ed. Disaster Management Programs for Historic Sites. San Francisco: National Park Service. 1998.
Stubbs, John. Time Honored: A Global View of Architectural Conservation. Wiley. 2009.
Visser, Thomas. Various examples of Architectural Conservation Assessment professional reports on reserve Waite, Diana S. Ornamental Ironwork. Albany: Mount Ida Press. 1990.
Weaver, Martin. Conserving Buildings. New York: John Wiley. 1997. Welchel, Harriet, ed. Caring for Your Historic House. Heritage Preservation and National Park Service, ed. New York: Abrams. 1998.
Additional online resources
APT Bulletin (Off-campus access to JStor through UVM Library)
Preservation Education & Research | PER Journal
Conservation Principles for the Sustainable Management of the Historic Environment
Standards for the Conservation of Historic Places in Canada
Interpreting the Standards Bulletins
Building Technology Heritage Library
*Optional HP 307 travel grant scholarships
Enrolled students in HP 307 may request a travel grant scholarship to attend either the 2017 Association for Preservation Technology International annual conference in Ottawa, Ontario or the 2017 Historic New England Field School in Professional Practice in Shirley, Massachusetts. Both events are scheduled for October 13 & 14, 2017.
Up to $1000 for allowable expenses may be requested for a HP 307 travel grant scholarship. Allowable expenses may include transportation and accommodation expenses and conference/worshop fees at student rates. According to University and federal policies, these will be considered scholarships and will be handled according to University accounting procedures discussed at http://www.uvm.edu/policies/acct/scholarships.pdf. Funding for the HP 307 travel grant scholarships is provided by the Historic Preservation Program Endowment Fund through the generosity of private donations to the UVM Historic Preservation Program.
All travel shall be at the student's own risk. All travel and lodging arrangements and liabilities are the responsibility of each student. Students are also responsible for passports required for international travel.
The University of Vermont, its faculty and staff shall bear no liability for risks associated with the travel supported by these grants. The attendance of any faculty or staff of the University of Vermont at any conferences, events or places visited by award recipients shall not imply any liability for the students by the faculty or staff or the University of Vermont.
Students will be required to sign a Memorandum of Agreement before travel grant scholarship funds are provided. Only complete and satisfactory applications will be receive awards. Advance arrangements must be made so as to avoid conflicts with any scheduled classes or teaching assistantship responsibilities.
As pre-registration is required to attend either professional event, travel grant scholarship applications may be submitted by students enrolled in HP 307 by email to Prof. Visser in advance. The deadline for HP 307 travel grant scholarships applications will be one month before requested travel dates.
HP 307 travel grant scholarships applications shall include the following information:
- Name, email address, mailing address and telephone number of the applicant;
- A statement of purpose for the grant, including a discussion of how this award will support the development of professional historic preservation career goals;
- A planned day-to-day itinerary including modes of travel and accomodations and names, addresses and telephone numbers of the conferences or training workshops to be attended. Note: The purpose of these grants is not to fund expenses associated with sight-seeing or pleasure trips.
- A detailed budget of anticipated expenses for which reimbursement is being requested.
HP 307 travel grant scholarships applications will be assessed according to the following criteria:
- The potential for learning about the professional practice of historic preservation;
- Exposure to the roles of preservation professionals;
- Potential for career development;
- Schedule and itinerary;
Each HP 307 travel grant scholarship will be awarded through written notification that will include a letter of agreement that must be signed by the recipient and returned to Prof. Visser, the director of the Historic Preservation Program before travel commences and before expenses are incurred.
HP 307 travel grant scholarship completion reports are required to be submitted to Prof. Visser by all travel grant recipients within one week of return from travel. These will then be reviewed and forwarded with a request to initiate payments through the University of Vermont as scholarships. This process of review for possible scholarship reimbursement may take a month or more. If satisfactory completion reports are not submitted by two weeks before the last class in the semester, the grant will be forfeited. The following information is to be included in the travel grant scholarship report:
- A letter of acknowledgment;
- The actual travel itinerary including names and addresses of the conference events and/or training workshops attended;
- An expense accounting on a travel form that meets the requirements of the UVM Accounting Department with original receipts attached for all reimbursable expenses.
© T. Visser, UVM Historic Preservation Program