Teaching > Architectural Conservation HP382-582 > Scope of Services > Research


  1. organization and management of records (COPAR, others)
  2. existing historical research
  3. existing records
  4. historical records

Preservation Surveys (also, see Specific Preservation Products, below)

    1. National Register
    2. Local Historic District
    3. HABS/HAER
    4. National Historic Landmark

Primary Sources

  1. deeds
  2. wills and probate records
  3. house inventories
  4. mortgage and other bank records
  5. birth and death certificates
  6. tax records
  7. license records
  8. building permits or intentions
  9. demolition records
  10. US census records
  11. court records: civil and criminal; local and state
  12. media: local and state newspapers, magazines; articles, advertisements, notices
  13. public records: loacal, sates and national archives
  14. personal diaries, journals
  15. genealogical data
  16. account books
  17. letters of administration
  18. maintenance and facilities records

Secondary Sources

  1. history: general, region, state, local
  2. biographical

Graphic Records

  1. survey plats: indiscriminate survey system or Federal Township and Range system
  2. maps: Sanborn fire insurance maps; plats; town, city and county maps
  3. photographs: surveys, landscape, aerial
  4. archives: locations, potential resources

Oral Records

  1. interviews: audio, video

Site Records

Site Management Records

  1. architectural evolution of structure, site (in-situ)
  2. architectural fragments
  3. material analyisis
  4. collections (furnishings, objects); collection list, inventory, catalogue (PastPerfect, others)
  5. archaeology: pre-contact, post-contact
  6. research records management
  7. database for archives management


  1. existing records


  1. HABS/HAER standard 4"x5", larger
  2. 35mm color transparency, print, and black-and-white
  3. digital
  4. video
  5. archives (historical): varying media, formats
  6. database of photographs: existing; ongoing


  1. field recordings
  2. measured drawings (hand, CAD)
  3. HABS/HAER (ink on Mylar, CAD)


  1. architectural description
  2. NR format
  3. HABS format
  4. inventory of existing conditions
  5. historical research
  6. architectural evolution
  7. significance
  8. 'NR,' 'NHL' format
  9. other format
  10. archives, records, and collections management and care

Conservation Services


  1. pre-purchase home inspection
  2. developing RFPs
  3. marketing
  4. conservation journalism
  5. presentations (committee, board, public, design-review, conferences)
  6. records and archives: assess information and management
  7. conservation assessment: conditions, significance, treatment recommendations
  8. testing, analysis, mock ups
  9. monitoring: structural (telltales), environmental (psychrometer, SmartReaders)
  10. site documentation photograph, graphic (measured drawings), written
  11. documents: bidding and contracts
  12. off site research
  13. programming
  14. recommend and qualify tradespeople, other specialists
  15. service life
  16. scenario planning
  17. business, management plan
  18. fundraising, development, phasing projects
  19. assess significance
  20. preservation plan
  21. cost estimates and budget preparation
  22. help appraising site hazards
  23. advise on building codes regulations
  24. advise on bidding documents, contracts
  25. specifications: outline, full scope, section specific
  26. materials and product selection, sourcing
  27. locating and qualifying craftspeoples and tradespeople,  pre-qualify contractors
  28. schedules: elements, finishes, hardware, products
  29. architectural fragments: collection, cataloging, management
  30. exhibition and interpretation of site, records, collection, special exhibits
  31. maintenance and housekeeping plans
  32. conservation training (in-house), workshops (education): in-house (training, capacity building), community,
  33. membership, educational institutions: schools, colleges
  34. 'supervise', review work in progress
  35. approve submittals
  36. 'review' and/or 'supervise' work in progress
  37. document work in progress and 'post-occupancy' evaluation
  38. post 'substantial completion' - 'as built' records

Specific Preservation Products

  1. Heritage Preservation CAP assessments
  2. Architectural Conservation assessments
  3. Decorative treatment reports
  4. Historic Structure Reports
  5. Historic Interior Reports
  6. Historic Furnishing Reports
  7. National Register nomination (individual, district, multiple resource)
  8. National Historical Landmark or Site
  9. IMLS - MAP I, II, III Assessments
  10. Preservation Tech Notes (prepare specific case studies for grant reports and public)