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Article
Publication date: 16 May 2023

Steffen Fagernes Johannessen, Juliana Strogan, Vicky Katarina Mikalsen, Inger Birkeland and Audhild Kennedy

This paper presents participants' experiences of the collaborative process. The paper introduces the World Heritage Site and presents the central learning outcomes of a process…

Abstract

Purpose

This paper presents participants' experiences of the collaborative process. The paper introduces the World Heritage Site and presents the central learning outcomes of a process through which researchers and practitioners sought to develop an empirically-grounded, site-specific and practice-led research agenda relevant to World Heritage management. The purpose of this paper is to discuss an approach to improving collaboration between researchers and practitioners in the World Heritage field.

Design/methodology/approach

From September 2021 to April 2022, a research-practice team comprised of social scientists and managers of the Rjukan-Notodden Industrial Heritage Site in Norway participated in a capacity-building pilot initiative under the ICCROM-IUCN World Heritage Leadership programme. Bringing researchers and practitioners together in a joint collaborative process, the Heritage Place Lab (HPL) pilot programme aimed to function as an incubator for developing research agendas for World Heritage Sites.

Findings

The paper demonstrates that close collaboration between heritage researchers and practitioners can benefit World Heritage Sites, offering managers valuable inputs for informed and inclusive decision-making. In the case of the Rjukan-Notodden Industrial Heritage Site, an improved understanding of the diversities in local values would benefit management, as existing management issues underpin the site's complexity. Furthermore, fruitful collaborations between heritage researchers and World Heritage managers depend on an overlapping and reflexive understanding of central concepts. This can be achieved through collaborative research-practice processes but is likely to require careful time management.

Originality/value

Focussing on the collaborative process between World Heritage researchers and practitioners, and using additional information for comparable World Heritage examples obtained online, this paper shows how research interests and management challenges can be developed and aligned more successfully through cooperation and improved communication over time. Beyond the specific results for the Rjukan-Notodden Industrial Heritage Site, the broader discussion presented on the challenges and importance of addressing the complexities of managing heritage sites will be valuable for other World Heritage Sites and managers.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. 13 no. 3
Type: Research Article
ISSN: 2044-1266

Keywords

Open Access
Article
Publication date: 1 August 2023

Susan Osireditse Keitumetse, Katlego Pleasure Mwale, Gakemotho Satau, Kgosietsile Velempini, Vasco Ompabaletse Baitsiseng, Onalethuso Petruss Buyile Mambo Ntema, Jobe Manga and Stephen Thapelo Mogotsi

This study applied the Heritage Place Lab (HPL) research-practice teams methodology to identify missing cultural values and/or oversubscribed natural values and assess impacts on…

1162

Abstract

Purpose

This study applied the Heritage Place Lab (HPL) research-practice teams methodology to identify missing cultural values and/or oversubscribed natural values and assess impacts on sustainable conservation of the Okavango Delta World Heritage Site. The authors found that cultural elements are often overlooked owing to limited inputs from trans-disciplinary and cross-stakeholder perspectives to conservation. This may explain why the majority of African sites on the List of World Heritage in Danger are of “natural” designations, as an absence of cultural values is linked to the exclusion of people and, therefore, gives rise to conflicts of access and use.

Design/methodology/approach

World Heritage Site statistics, published and non-published documents/literature, site maps, site registers, consultancy reports and archival materials were used to assess whether existing as well as potential natural and cultural site values were considered for the contemporary management of the Okavango Delta site in a way that leads to a sustainable conservation approach. The composition of the research-practice team as suggested by the HPL methodology constituted a ready-made diverse team of academics, policy makers and community members that could apply its diverse expertise to fully assess whether all values necessary for a sustainable conservation approach are accounted for.

Findings

Using expertise of trans-disciplinary team populated during the HPL, the authors found that cultural values of the OD-WHS are not highlighted in the OUVs dossier but are significantly expressed on site by locals, leading to potential conflicts of conservation. The research alerts conservationists to embrace an approach that includes all values on the site in order move towards sustainable conservation.

Research limitations/implications

More research that require funding is needed to cover a wider area of the site, as well as enable work in adjoining countries to compare experiences per country - The Okavango waterbody starts in Angola and go through Namibia, and finally to Botswana.

Practical implications

Conservation indicators of African nature world heritage sites constitute of, and border on, diverse stakeholders. An all-encompassing approach such as the Heritage Place Lab (HPL) methodology approach always needs to be factored in.

Social implications

Including cultural aspects of world heritage sites designated as ‘natural' is important to allow for socio-cultural inclusion in conservation management. This allows for local communities to become visible and active participants in the management of the site as they contribute their socio-cultural qualities to landscape conservation and management, a process that has potential to enhance sustainable conservation of the Okavango Delta site landscape, as well as other wetlands across the world.

Originality/value

The adopted approach to values assessment has somehow not conformed to the OUVs emphasis or other dichotomies of the World Heritage criteria but instead assessed on-the-ground management practice against key sustainable conservation indicators. Using the ICCROM HPL trans-disciplinary research-practice team approach, the focus was on a holistic values assessment of the site. The authors found that cultural values are currently under recognised, under-acknowledged and less expressed; creating potential conflicts that may hinder achievement of sustainable conservation and management of the site towards 2030 SDG agenda.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. 13 no. 3
Type: Research Article
ISSN: 2044-1266

Keywords

Article
Publication date: 19 July 2021

Mohamed Ali Mohamed Khalil and Eman Hanye Mohamed Nasr

The study aims to analyze the development of Omani heritage legislation against the UNESCO World Heritage Convention (WHC), 1972 and WHC Operational Guidelines (WHC-OGs) to…

Abstract

Purpose

The study aims to analyze the development of Omani heritage legislation against the UNESCO World Heritage Convention (WHC), 1972 and WHC Operational Guidelines (WHC-OGs) to predict the possible effects of the recent developments on the management of the World Heritage Site in Oman.

Design/methodology/approach

This study discusses the development of the heritage protection legislation in Sultanate of Oman since 1970; it analyses the Omani Cultural Heritage Law 35/2019 against the recommendations of the UNESCO WHC as well as the requirements of the World Heritage Operational Guidelines. Moreover, the research investigates the possible effects of the recent heritage legislation developments on the management of Bahla Fort and Oasis in Oman, which is the first Omani World Heritage Site and the only site with special management regulations.

Findings

The paper outlines the effects of both the Omani Cultural Heritage Law 35/2019 and the Special Management Regulations 81/2019 on the implementation of the Bahla Management Plan. Additionally, the research establishes how the customization of heritage legislation as a special heritage management regulation facilitates the implementation of national legislation to solve specific local problems.

Originality/value

The study establishes the significance of developing comprehensive legislation to protect and manage the rich Omani cultural heritage and World Heritage Sites in alignment with the WHC and the WHC-OGs.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. 13 no. 1
Type: Research Article
ISSN: 2044-1266

Keywords

Article
Publication date: 26 October 2012

Ona Vileikis, Giorgia Cesaro, Mario Santana Quintero, Koenraad van Balen, Anna Paolini and Azadeh Vafadari

The purpose of this paper is to discuss the application of documentation and recording techniques for World Heritage conservation using the case studies of the Petra Archeological…

1082

Abstract

Purpose

The purpose of this paper is to discuss the application of documentation and recording techniques for World Heritage conservation using the case studies of the Petra Archeological Park (PAP) in Jordan and the Silk Roads Cultural Heritage Information System (CHRIS) in Central Asia. In the PAP case study, these techniques could aid in the assessment of risks faced by World Heritage properties and threats to the integrity of the Outstanding Universal Values (OUV). With respect to the Silk Roads CHRIS case study the Geospatial Content Management System (Geo‐CMS) proposed aims to improve information management and collaboration among all stakeholders.

Design/methodology/approach

Integrated surveying techniques and information management systems together with active stakeholder participation can be used as conservation and management tools. In the case of PAP, using a systematic documentation tool (MEGA‐J) to conduct site condition and risk assessment of cultural heritage and combining photographs, maps and GPS measurements within a GIS platform allows for identifying the location and intensity of risks, and the degree of vulnerability within the PAP boundaries and buffer zone. In the Silk Roads CHRIS project the Geo‐CMS brings together data from different fields, e.g. geography, geology, history, conservation, to allow for a holistic approach towards documentation, protection and management of a number of diverse sites to be combined in serial transnational World Heritage.

Findings

The study provides insight into how digital technologies can aid in heritage documentation and conservation, including stakeholder involvement and training. Moreover, by means of the two case studies it can be shown that a combination of digital technologies allows for an efficient mapping of buffer zones and risks and how a Geo‐CMS can form a common platform to manage large quantities of information of different origin and make it accessible to stakeholders in transnational projects.

Originality/value

This paper discusses the use of digital technology and the participation of stakeholders in heritage conservation and documentation when dealing with complex World Heritage properties, e.g. serial transnational and archaeological ensembles at high risk.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. 2 no. 2
Type: Research Article
ISSN: 2044-1266

Keywords

Article
Publication date: 12 May 2023

Thomas Panganayi Thondhlana, Tawanda Mukwende, Lesley Hatipone Machiridza, Tendai Treddah Musindo, Genius Tevera and Nyaradzayi Maduro

The purpose of this paper is to outline and reflect on the new research agenda for the Great Zimbabwe World Heritage property. This research agenda was jointly developed by…

Abstract

Purpose

The purpose of this paper is to outline and reflect on the new research agenda for the Great Zimbabwe World Heritage property. This research agenda was jointly developed by academics and practitioners from Great Zimbabwe University (GZU) and the National Museums and Monuments of Zimbabwe (NMMZ) respectively. This Research-Practice Team was put together for the Heritage Place Lab (HPL), a pilot project of the ICCROM-IUCN World Heritage Leadership programme.

Design/methodology/approach

A series of steps were undertaken to come up with research priorities and a new research agenda that are presented in this paper. The HPL project involved online workshops, due to the COVID-19 travel restrictions, that were held between September 2021 and April 2022. The HPL methodology involved six assignments that were based on the Enhancing Our Heritage Toolkit 2.0 (EOH) which was being designed by UNESCO and its Advisory Bodies. This toolkit encouraged the team to establish site-specific management issues and research needs. The toolkit helped the team to have a detailed appreciation of the site's Outstanding Universal Value as well as other heritage values of national and local importance. The toolkit also involved the mapping of site attributes and multiple actors as well as the analysis of governance and legal frameworks. The toolkit also required the team to identify factors affecting the heritage property.

Findings

The Research-Practice Team highlighted challenges that resulted from the legacy of ill-informed research activities and conservation efforts at the World Heritage property. It became more apparent that the site managers were prioritizing the physical fabric of the site at the expense of the spiritual aspects. Lack of coordination among the actors was also undermining the governance structure. Four thematic strands which included local values and intangible cultural heritage elements; heritage governance; climate change and environmental sustainability and incorporation of local knowledge systems were identified for further research.

Originality/value

The paper is an outcome of collaborative efforts that were done by academics and practitioners. Researchers and site managers at Great Zimbabwe had hitherto worked in silos. The majority of previous and ongoing research on the World Heritage property falls short of addressing the dire management challenges. The paper is an attempt to broaden the scope in terms of the management of the site. In the past focus has been on the monumental aspects of the site with specific reference to the dry-stone walled structures. However, in this instance, the Research-Practice Team has integrated new interests such as the intangible aspects of Great Zimbabwe, spirituality and community beneficiation.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. 13 no. 3
Type: Research Article
ISSN: 2044-1266

Keywords

Article
Publication date: 13 June 2019

Rand Eppich and José Luis García Grinda

There are many threats to cultural heritage including armed conflict and natural disasters such as earthquakes, fire and flooding. It is understandable that these dramatic events…

Abstract

Purpose

There are many threats to cultural heritage including armed conflict and natural disasters such as earthquakes, fire and flooding. It is understandable that these dramatic events frequently capture the world’s attention. However, a far more considerable danger is inadequate management a lack of financial resources to conduct continuous conservation and maintenance. The purpose of this paper is to gain an understanding of the current state of financial sustainability at a limited selection set of tangible immovable cultural heritage sites and investigate why this critical aspect is deficient. Case studies have been identified where management improved, and a level of financial sustainability is achieved.

Design/methodology/approach

To improve the conservation of tangible immovable cultural heritage sites, a specific definition of financial sustainability is required, which significantly differs from the management of for-profit activities and even other non-profit cultural institutions such as museums, and takes into account the special requirements for conservation and education, additional values, site access and the wide variety of places that range from archaeological sites to single structures. The methodology began with researching the definition of financial sustainability from non-profit institutions then refining through the application it to a defined and limited selection set of World Heritage properties. World Heritage properties were selected, given the wealth of data readily available. Following this larger selection, several evaluation case studies were selected for further investigation including an analysis of the management circumstances and how greater financial sustainability was achieved. The investigation initially relied on secondary sources including academic articles, thesis, management plans, nomination dossiers, reactive monitoring mission reports, newspaper articles, periodic reporting and required State of Conservation Reports. The case study investigation relied on primary sources including observational site visits and interviews using an informal questionnaire. Findings were later verified by follow up interviews.

Findings

The research led to a definition of financial sustainability specifically for tangible cultural heritage sites that included five components, namely, management planning, revenue identification, expenditure analysis, administration and strategic planning, and, most importantly, alignment and support of cultural, educational and conservation mission. A majority of World Heritage properties in this study fall short of this definition of financial sustainability and do not sufficiently address this issue. Research revealed that there is a need for more dialogue with informed data on the financial aspects of managing tangible cultural heritage sites as most locations studied are not able to efficiently manage funds or take full advantage of possible opportunities. However, a few sites have achieved greater financial sustainability. The research describes the identified five critical circumstances in further defining financial sustainability: a conducive and open planning environment, knowledge and education, positive perceptions concerning the importance of finance, managerial autonomy and public interest. These circumstances permitted better management of existing funding and an environment for innovation.

Research limitations/implications

Research limitations during the initial study included a hesitation or unwillingness to discuss financial details, a general lack of statistics, a lack of knowledge related to finance, a prejudice against the topic and a concern over the commodification of cultural heritage. However, as the case studies identified achieved greater financial sustainability, this was less of a limitation. Additional limitations included the necessity to conduct interviews via telephone and in European languages, English, Spanish and Italian. The final limitation was that this study only focused on single tangible cultural heritage sites and excluded larger sites such as entire cities and intangible or movable cultural heritage.

Practical implications

The circumstances, which comprise the definition, identified during the research lead to a number of possibilities for improving the financial sustainability. The first is not to place emphasis on a management plan but in fostering an environment that encourages financial planning. The second circumstance is to improve the knowledge and education of finance for site managers. Third, a positive perception of finance, standard business practice and surplus generating activities must occur. Fourth, financial management must be devolved to individual sites. Finally, the public must be involved to ensure financial sustainability. There must be initiatives to frequently include the local community and encourage participation.

Social implications

Most cultural heritage sites are financially dependent upon the state, and this will likely continue, but it is improbable to expect full financial support ad infinitum. Overdependence on highly variable top-down funding leaves cultural heritage vulnerable and open to uncertainty. While it is unrealistic to expect most sites to become financially self-sufficient or that managers will suddenly become entrepreneurs, it is reasonable to expect some improvement. The goal should not be to create a business from cultural heritage but to improve financial management for greater sustainability. Financially sustainability ensures that sites are conserved and maintained for future generations.

Originality/value

The need to preserve cultural heritage is widely recognized by many different segments of society. However, the availability of financial resources to sustain conservation is often deficient or overlooked. Without taking measures for continued financial support, tangible cultural heritage is at risk as preventive maintenance is ignored and essential personnel and their skills are lost. Commodification of cultural heritage is of great concern and, when used as a means of generating income, it can compromise other values. Thus, a critical balancing act must be achieved by those who care about the historic, aesthetic and scientific values.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. 9 no. 3
Type: Research Article
ISSN: 2044-1266

Keywords

Article
Publication date: 1 August 2006

Lesley‐Ann Wilson and Emily Boyle

This study aims to identify the extent of intended interorganisational collaboration in the implementation of management objectives at World Heritage Sites (WHSs). These sites…

2716

Abstract

Purpose

This study aims to identify the extent of intended interorganisational collaboration in the implementation of management objectives at World Heritage Sites (WHSs). These sites represent a unique management challenge in terms of the number and diversity of organisations involved both in terms of ownership and in the interface between the site and the wider tourism environment.

Design/methodology/approach

The research is based on content analysis of 12 management plans. Analysis focuses on the types and frequency of organisations involved in the joint implementation of sustainable tourism objectives. Ratio analysis is used to develop a ratio of collaboration which provides a measure of the numbers of organisations involved and the level of collaborative activity across sites.

Findings

There is higher commitment towards interorganisational collaboration at complex sites, comprising a range of attractions, compared with single‐focus sites. This was unsurprising, given that complex ownership of sites necessitates collaboration. However, when data relating to site owners was eliminated to reveal a truer picture of collaboration, the findings indicated that single‐focus sites were committed to jointly implementing a higher proportion of objectives compared with complex sites organisations. A number of mechanisms are in place to facilitate collaboration, but again, these are more prominent in the management plans of complex sites. The findings indicate that interorganisational collaboration is currently underutilised in the strategic management of WHSs.

Research limitations/implications

The study is exploratory, given that this is the first time that World Heritage Sites have had published management plans. Measuring comparative activity using ratio analysis is one‐dimensional. The research is also based on intended activity over the next five years and would need to be followed up by further research based on the reality of implemented objectives.

Originality/value

The study assesses the extent of intended interorganisational collaboration in the public‐sector context of WHSs and contributes to the literature in both areas of study.

Details

Leadership & Organization Development Journal, vol. 27 no. 6
Type: Research Article
ISSN: 0143-7739

Keywords

Article
Publication date: 24 May 2011

Tao Wang and Luca Zan

The purpose of this paper is to discuss some of the main UNESCO sites in China. The cases under study offer some insight into the complexity of the management of Chinese cultural…

1761

Abstract

Purpose

The purpose of this paper is to discuss some of the main UNESCO sites in China. The cases under study offer some insight into the complexity of the management of Chinese cultural organizations, as well as the problem of the presentation of China's heritage in a new global context.

Design/methodology/approach

The paper is based on field research in 2008/2009 on the Chinese sites on UNESCO's World Heritage List (WHL). While details of the research will be provided in a later stage, some interesting findings and patterns are emerging.

Findings

Building on the evidence of several case studies, a preliminary evaluation of the costs, the benefits and the negative outcomes of the listing process is presented in the second section. In a nutshell, the process appears to be increasingly expensive for local government and, despite the expectations for successful inscription onto the WHL, results in terms of increased tourism income are not always guaranteed. On the one hand, being listed raises the awareness of heritage protection among the general public but, on the other, there are also risks connected to tourism overexploitation.

Originality/value

From a methodological point of view the study points out the scarce quality of basic data regarding visitors and financial issues among Chinese World Heritage sites. This is particularly critical for sustainable development if it is considered that a World Heritage site should be accountable to the international audience. In the final section of the paper some open questions concerning sites' management models are presented.

Details

Facilities, vol. 29 no. 7/8
Type: Research Article
ISSN: 0263-2772

Keywords

Article
Publication date: 10 November 2021

Letizia Dipasquale, Lucia Montoni, Alessia Montacchini and Saverio Mecca

This article aims to raising awareness on the potential of the application of the Heritage Impact Assessment (HIA) methodology – developed by ICOMOS in 2011 – with a focus on…

Abstract

Purpose

This article aims to raising awareness on the potential of the application of the Heritage Impact Assessment (HIA) methodology – developed by ICOMOS in 2011 – with a focus on UNESCO World Heritage sites that are characterized by a widespread presence of vernacular architecture, one of the most vulnerable and fragile typologies of heritage.

Design/methodology/approach

Starting from a theoretical introduction about the recognition of vernacular heritage into the international non-governmental panorama, and the dynamics that are mostly affecting it, the present contribution focuses on the case study of the Chora of Patmos (Greece), a UNESCO World Heritage site since 1999. The research has been carried out as follows: (1) comparative analysis of selected literature for the theoretical part; (2) field research; (3) interdisciplinary research for understanding the features of the site and assessing potential risks; (4) project design and assessments of the potential impacts.

Findings

The pivotal application of the HIA method on the case study of Patmos highlighted the importance of the methodology as an essential tool for facilitating management and safeguarding WH sites from possible threats due to development projects on vernacular architecture.

Originality/value

The originality of the research presented here lies in the connection between three different topics: vernacular architecture, Heritage Impact Assessment and Sustainable World Heritage Management. In fact, its goal is to bring cultural heritage management and sustainable development closer together, by emphasizing that HIA should not be used as a tool to hinder development, but as a practice for shaping and evaluating projects that might alter or compromise the integrity and authenticity of WH sites in a sustainable and balanced way.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. 12 no. 2
Type: Research Article
ISSN: 2044-1266

Keywords

Article
Publication date: 5 September 2022

Sophia Labadi

The World Heritage Convention has reached a milestone, and this year, in 2022, it is celebrating its 50th anniversary. The aim of this article is to review whether and how the…

Abstract

Purpose

The World Heritage Convention has reached a milestone, and this year, in 2022, it is celebrating its 50th anniversary. The aim of this article is to review whether and how the goals of the strategic action plan (SAP) for the Implementation of the World Heritage Convention (2012–2022) have been reached.

Design/methodology/approach

This article starts by considering the outcomes for three of the SAP goals, dealing with protection and management; the credibility of the World Heritage List and sustainable development, using additional information from the final implementation report of the SAP (UNESCO, 2021a), which provides key performance indicators and the implementation status for each goal and associated outcomes. This article then compares and contrasts available data, trends and examples to provide more in-depth analyses of the implementation of the three goals. Data have been gathered from my own research and from the work of other academics and practitioners.

Findings

The article finds several key positive changes, including the recent revisions of the Operational Guidelines to include provisions from the 2015 UNESCO Policy on World Heritage and Sustainable Development. However, a number of concerning or worsening trends relating to the protection and management of the World Heritage List, its increasing lack of credibility and sustainable development make it difficult to conclude that the implementation of the goals has been positive. The article concludes with suggestions for addressing these issues.

Originality/value

This paper fills a gap, as not much has yet been published on the state of implementation of the Convention at 50 years old.

Details

Journal of Cultural Heritage Management and Sustainable Development, vol. ahead-of-print no. ahead-of-print
Type: Research Article
ISSN: 2044-1266

Keywords

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