WP5: RECOMMENDATIONS AND
STRATEGIES
PROGRESS AND MILESTONES
WP Leader
NTUA
Prof. Antonia Moropoulou
WP5 Partners
Work package no.
5
Start date or starting event: Month 18
Work package title
RECOMMENDATIONS AND STRATEGIES
Activity Type
COORD
Beneficiary number
Short name
Person-months
8
NTUA
9
1
2
UL SKB
8
2
4
Z-Z
2
5
7
9
10
11
12
13
ITAM FRAUN IIT UNIBO UNIFE IPPT LABEIN
4
2
2
3
1
3
4
Objectives of WP5
5.1
Development of integrated
protocols - harmonisation criteria
documentation
5.2 Knowledge based decision making procedures CHIC Guideline
5.3 Strategic planning for implementation and
validation of the CHIC Guideline
WP5 Milestones
The Aim
To develop criteria and a methodology for the creation of a
Model System for integrated documentation
Considering Indicative Parameters
of data documentation
Implemented
through National, E.U. and International Regulations
The established methods will be consolidated and enhanced with the ideas gained in different countries and
developed by the existing European standards and codes, according to common criteria, methodology and
guidelines.
WP5 PROGRESS
During the last months certain activities begun in the frame of the WP5
corresponding to the expected final results of the project, which are to:
 Review and document current methodologies and tools for data
collection and assessment.
 Develop criteria and indicators for risk assessment.
 Develop guidelines for the future improvement of methods and tools
for the collection and storage of data required for the evaluation of
changes to heritage assets over time, and
 Consolidate recommendations and strategies, adjusted to the
particular needs and heritage preservation strategies of the various
European, and neighboring, countries.
WP5 will be organized in the following tasks
Task 5.1
Task 5.2
Task 5.3
• Integrated Documentation Protocols
• Knowledge based decision making
procedures – CHIC guideline
• Strategic Planning
WP5
RECOMMENDATION
AND STRATEGIES
TASK 5.1
INTEGRATED DOCUMENTATION PROTOCOLS
(L: UL, M: NTUA, UNIBO, IPPT PAN,Z-Z)
 Presentation & evaluation of the existing documentation protocols in the sector of cultural heritage protection
 Suggestion for the creation of integrated documentation protocols, which will provide new documentation
procedures, upgrading in data level the current documentation methodologies (WP2), responding to criteria &
indicators for risk assessment (WP3), responding to advanced diagnostics & data management (WP4)
 Harmonization of existing criteria & indicators of existing European standards for the development of the
Identity Card concept
Significant feedback of the relevant data will be given by the Network of Researchers, consisting of experts from
all over Europe dealing with documentation protocols used for cultural heritage protection.
Deliverable D 5.1 will be:
Integrated document protocols and harmonized criteria for IC models
They will include presentation and evaluation of the existing documentation protocols
in the sector of cultural heritage protection used in EU countries and
recommendations for the creation of integrated documentation protocols in the sector
of cultural heritage protection.
Development of Task 5.1
The approach of Task 5.1: is built upon a 4 - stage research and
discussion comprising:
1. The identification of the recommended documentation data level and
the fields to be included
2. The identification of criteria and indicators for risk assessment to be
included
3. The optimal documentation methodology and tools to be used
4. The existing criteria and indicators of European standards to be
considered and harmonised within the integrated protocols
Task 5.1 Input
The 1st step input is the elaboration of Deliverable 2.1 Activity Report on Task 2.1
“Collection and assessment on current Identity Card directives – Summary of Dataset, the
WP2 Workshop that took place during the Vienna Meeting April 2010 and the CHIC ID
CARD Top Level based on the working session in Ravenna October 2010.
Regarding the 2nd step, Deliverable 3.1 “Report on risk indicators and roadmap for
future research priorities – Annex A / Identification of needs for future research priorities”
must be studied thoroughly, together with several comments and additions on behalf of
NTUA as well as from other partners.
Task 5.1 Input
For the 3rd step, Deliverable 4.1 “Report on Methods and Tools for data collection and
presentation”, Deliverable 6.5 “Proceedings of Workshop 2 - “Assessment of methods and tools
(WP4); Practical application of the results”, as well as 4.1 “New Questionnaire” and contributions of
various partners’ additions on the proposed Categories & Subcategories, should be considered.
The 4th stage The input for this survey is offered by member of the Advisory Committee Mr Nypan
Terje who has sent, as requested, the “List of Directives reviewed by the working group and now
part of the EHLF work”, as well as from invited member to the Advisory Committee, Professor
Alfredo Ronchi, who provided us with the “EU Legislation and Cultural Heritage / MEDICI
Framework of Cooperation”. Other major EU models such as Council of Europe, CEN/TC 346, FACH,
etc, must also be taken into serious consideration into the final conclusions, as well as the
European Standards regarding the diagnostic methods and techniques protocols.
After the elaboration of all the above points made by WP5 Leader, the arising
issues were set for consultation among the partners during the Olimia
meeting on May 2011.
As a result to NTUA’s interactivity with all WP5 participants the following
proposals were resumed:
Task 5.1 Proposals made by partners for further expansion
Prof. Rocco Mazzeo (UNIBO):
o
glossary of co terms-common terminology
o
more concise structure and definition of each
Method , Technique and Tool (MTTs)
Prof. Vlatka Rajcic (ZAGORA-ZAGORJE):
o
establish evaluation marks for all documentation
protocols, compare their similarity and differences,
good and weak points and criteria for desired
Integrated protocol suggested to EU strategy bodies
Epich Rand Robert (TECNALIA):
o
Work on bibliography.
o
Suggestion of publication of some type.
Dr. Marek Sklodowski (IPPT):
o
work with other Partners on suggestions of new
integrated documentation protocols
o
translation of the documents into Polish language
Prof. Roko Zarnic - Mrs Barbara Vodopivec (UL):
o Integrated overview of all previous WPs development
with special attention to recommendations regarding
final EU-CHIC model/system. To this purpose analysis of
D2.1, D2.2, D3.1, D4.1, D4.2 (UNIFE part, Fraunhofer is
still to deliver its part) , texts by I. Maxwell and
workshops results (proceedings) will be done.
o Analysis of transnational integrated approaches and
some national-based initiatives: Council of Europe
(Doblin Core Data Index), Herein, Standard CEN/TC 346,
FACH material, COST C5 action, E!2694 – Eurocare 2000,
Getty Conservation Institute model, ICOMOS Burra
charter and CIPA, UNESCO World Heritage list, RILEM,
Monumentenwacht model, Italian risk map...
o Proposal of integrated documentation protocol:
a. Recommendations
b. Proposed form of a questionnaire/datasheet for each monument under observation.
Task 5.1 Actual Partners Contribution so far
 Poland IPPT PAN has uploaded to our members area page an overview of Polish protocol for
monument inscription into the national register. A list of references is added.
 Italy UNIBO uploaded terminology oriented document with WP2, 3, and 4 extracts and proposal for
changed structure of table from Deliverable 4.1. UNIBO proposed to work on MTTs terminology
with Fraunhofer, ITAM and UNIFE.
 Slovenia UL uploaded draft introductory part of 5.1 deliverable with analysis of all previous
deliverables and general context of WP5 in terms of the whole project development. Will be further
elaborated in the following days.
 Greece NTUA send to UL methodology, context and framework for the elaboration of EU-CHIC
Integrated Protocol with detailed parameters table (including all the necessary data regarding the
monument’s Protection – Management –Decision making) .
 Germany Fraunhofer Partner from Germany Fraunhofer has prepared 4.2 deliverable, which is
currently in review by the consortium. Draft 4.2 together with 4.1 and 4.3 report is uploaded on the
members area
 Partner from Austria SKB prepared written comment on NTUA CIPA article and made some
comments for final EU-CHIC exploitation plan - material is uploaded on the members area page.
Task 5.1 Actual Partners Contribution so far
 Together with Spain Tecnalia, UL collected all WP2 questionnaires (and send them to partner from
Croatia ZZ).
 Croatia ZZ works on analysis of all those protocols
 Mr. Alfredo Ronchi, Mr. Terje Nypan and partner from Croatia ZZ prepared survey on European
standards for protocols harmonisation as Task 5.1 input.
 Czech republic ITAM will work with UL and ZZ on analysis of existing protocols and will be invited to
cooperate with UNIBO, UNIFE and Fraunhofer on terminology.
 Mr. Ingval Maxwell works on terminology, as well as he is proof-reading and editing all EU-CHIC
outcomes before they are ready to be submitted.
 Tecnalia prepared bibliography survey draft to be included in the final guidelines and to be further
developed by the consortium. It will be disseminated to all partners, as well as
an end-users
survey draft. It will be disseminated to all partners
 UL will prepare bio profiles of EU-CHIC partners to be included in the final guidelines.
Task 5.1 Workflow
COLLECTED
PROTOCOLS
ANALYSIS
EXISTING EUROPEAN
STANDARDS
ANALYSIS
BIBLIOGRAPHY
TERMINOLOGY
BIO PROFILES
NTUA’s PROPOSAL
OF INTEGRATED
PROTOCOL
TASK 5.2
KNOWLEDGE BASED DECISION MAKING PROCEDURES AND “EU CHIC” GUIDELINE
(L: NTUA, M: UL, IIT, Z-Z, UNIBO, LABEIN)
The integrated documentation protocols developed in Task 5.1 will be complemented dynamically,
according the necessity of performing inspection, diagnosis and intervention works, leading to knowledge
based decision making procedures.
Significant feedback of the relevant data will be given by the Advisory Network, consisting of
representatives of national authorities established in European countries, dealing with cultural heritage
protection.
After compiling all the information, the EU CHIC guideline about recommendations on how to evaluate
& use the IC models to monuments & sets of historic buildings will be produced.
Deliverable D 5.2 will be:
EU CHIC Identity Card Guideline containing:
The assessment of the data collection that should be undertaken, including risk indicators. This part of the document
will be created in a form of specific kind of combination of questionnaires and data sheet, including harmonization of
criteria and indicators of existing European standards for the development of the Identity Card concept
The evaluation of the most usable tools and methods to collect and store the data and the criteria to select the most
appropriate in every case
The criteria to be considered regarding further and past alternation of assets.
This guideline will be written in English and translated in languages of all CHIC partners: Arabic, Croatian, Czech,
Flemish, French, German, Greek, Hebrew, Italian, Polish, Slovenian and Spanish
Development of Task 5.2
The approach of Task 5.2 is built upon a 4 – stage research and
development:
1. The descriptive model of the protocol
2. Protocol validation by knowledge based decision making
procedures
3. The compilation of CHIC guideline according to the criteria
encompassed
4. Towards designing a decision making system (inspection –
diagnosis – intervention)
Task 5.2 Input
The input for the consideration and analysis of the above issues included:
NTUA’s proposal of an Integrated Methodology for Decision Making
Support – “The Total Quality Control System with certain foreseen
procedures and criteria”,
a “Multiple-Criteria Decision Analysis” (the proposal of NTUA for an
algorithm that calculates the necessity indexes), as well as the “Emerging
Methodologies for EU-CHIC results adoption” and
ITAM’s (Czech partner’s) proposal of an IS method (software), entitled
“CHOOGLE – Integrating national CH databases”.
Task 5.2 Proposals made by partners for further expansion
Prof. Vlatka Rajcic (Zagora-Zagorje):
o work on preparation of the rules for decision making procedures
o preparation for implementation of existing standards and guidelines available in Europe to be
included in integrated protocols
Cindy Thommerel (CULTNAT):
o translate the guidelines, the standards as well as the identity cards.
o furnish a list of relevant heritage organizations in the Middle East.
o organize an awareness event in September (in parallel with the final event of the Memory of the Arab
World Program) in order to promote the project among Egyptians and Arab partners.
Task 5.2 Actual Partners Contribution so far
The EU-CHIC protocol is not ready yet but
 NTUA based on NTUA Integrated Protocol proposal and previous work on documentation and
decision making has initiated validation applications on included criteria and parameters using 4
different computational intelligence tools :
 decision support system (the Utah star methodology based on linear regression),
 supervised non-linear classifiers (feed-forward neural networks)
 unsupervised clustering methodologies (fuzzy -k means) and
 Heuristic approach
All these schemes make different but automatic selections which are significantly useful for cultural
heritage protection and management during the design phase and within the implementation process.
Each artificial intelligent tool contributes different outputs to the expert users and thus the final decision
may require fusion of all outputs of the intelligent tools.
 The purpose of these case studies applications is the development of knowledge based
decision making guidelines, structured upon the integrated documentation protocols
that include all the necessary data for conservation interventions decision making, and
which will eventually be compared, assessed and validated by the results obtained
through the monuments case applications.
 This approach provides the project with added value, demonstrating how the IC
protocols and guidelines play a key role in the protection of CH monuments, recording
all the data that correspond to the selected criteria which participate actively in
monuments conservation decision making process.
This can reveal the necessity of incorporating these protocols and guidelines to any
European strategy for Cultural Heritage, particularly after their efficiency will be confirmed
by the applications.
Monuments data were requested from other
partners as well, in order to proceed into
comparative applications.
Task 5.2 Workflow
NTUA Applications on
raw monuments data
COMPARATIVE
APPLICATIONS on
other partners
monuments raw data
VALIDATION of
Methodology &
Guidelines on EU-CHIC
monuments raw data –
Schonbrunn case
proposal
TASK 5.3
STRATEGIC PLANNING FOR IMPLEMENTATION AND VALIDATION OF “EU CHIC”
(L: NTUA, M: UL, SKB, Z-Z, ITAM, FRAUNH., IIT, UNIBO, IPPT, LABEIN)
The developed Guideline needs to be further validated. Directives should be developed for:
 Further research in order to finalize the recommendations for the creation of integrated documentation
protocols & the development of knowledge based decision making procedures in the sector of cultural heritage
protection
 Strategies for implementing EU CHIC model in EU policies & standard bodies
 Implementation of EU-CHIC results through demonstration projects, comparative studies, benchmarking of
the guideline
 The extension of the proposal to other assets not covered within the project topics: movable,
archaeological, intangible & underwater heritage
Deliverable D 5.3 will be:
Strategic planning for EU CHIC guideline implementation
The strategies for further research on recommendations for integrated documentation protocols and knowledge
based decision making procedures and strategies for implementation and validation of the developed
recommendations will be elaborated in this deliverable. Recommendations for the development of EU policies
in this area will be considered.
The strategic plan will be based on analysis of case studies of typical heritage buildings and/or sites delivered
by all project partners.
Task 5.3 Proposals made by partners for further expansion
Epich Rand Robert (TECNALIA):
o Launch a Users Survey to provide data from potential end-users that will feed
into Report 2.2 and the final guidelines WP5, using a a survey monkey.
Draft is already available.
Dr Marek Sklodowski (IPPT):
oPrepare justification of the need of the future project on DSS based on
mathematical background of the existing DSS and exemplary calculations using
UTA and other method.
Task 5.3 Actual Partners Contribution so far
Technalia has worked on an end-users survey – draft is available.
Austria SKB prepared written comment on NTUA CIPA article and
made some comments for final EU-CHIC exploitation plan material is uploaded on the members area page.
Task 5.3 Workflow
USERS SURVEY
DISSEMINATION
PUBLICATIONS
EU-CHIC
IMPLEMENTATION
Final Output of WP5 (ALL PARTNERS)
A Guideline establishing :
 the Identity Card concept to the European Cultural Heritage
 the minimum criteria of the data collection to be undertaken, the most
recommendable systems for data storage, the criteria regarding further or
past alternation to be considered
 the harmonization of existing criteria & indicators of existing European
standards for the development of the Identity Card concept
A part of the guideline will be a model of data collection
and presentation in form of data sheets – demonstrated by
the selected cases of heritage buildings
PROPOSAL FOR WP5 DELIVERABLES
 The last EU-CHIC Meeting will take place in Split
CROATIA
30 MAY – 1 JUNE
 NTUA ‘s proposal of Delivering WP5 is MAY 2012 (month 33?)