Documentary heritage is a field of tangible and movable cultural heritage focused on the conservation and communication of documents of heritage interest such as bound volumes, works on paper, iconographic documents of varying media such as lithographs, engravings, and etchings, cartographic documents, and manuscripts, ephemera, and other unica. These documents and works can be of interest for display, scholarly research, and preservation for future generations, and can be preserved through preventative and interventionist conservation measures. The character of these documents can be of interest to the collective memory of a limited audience, such as a map of a 17th or 18th century region or city, or can be testamentary to a level of human creative genius with outstanding universal value, such as a collection of literature which exemplifies the humanist spirit of the European renaissance or the architectural drawings of a structure which influenced the spatial arrangements of buildings across multiple cultures and time periods.
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Bound volumes consist of works on paper, parchment, or similar media enclosed within boards typically composed of vellum, leather, cloth, or similar materials bound together within a spine which forms the joints between the pages and boards. Two common forms of paper are laid paper and wove paper. Laid paper was the most common until about 1800 CE and was made from wood pulp which was formed within a wooden vat and drained through a wire mesh. This mesh consisted of a series of perpendicular wires which formed lines in the finished leaf of paper known as laid lines and chain lines. Laid paper is chemically stable due to its neutral pH and is comparatively resistant to dissolving when submerged in water. Wove paper was the most common from about 1800 CE and can be identified from its smooth surface which was woven from strands of wood pulp in a paper mill. Wove paper is chemically unstable when contrasted to laid paper due to its low pH and is more subject than laid paper to acidic burning and foxing. Its finely woven pattern also makes it thinner and easier to dissolve or warp in water when compared to laid paper. [1]
Iconographic and cartographic documents consist of individual leaves of paper or paper-like media, which contain images, maps, or similar depictions. The images can be applied to the media through a variety of printmaking processes such as lithography, engraving, and etching. In lithography, an image is applied to a stone with chemical properties that allow the image to be copied through a press onto a series of prints. [2] In engraving, an image is carved into a copper or zinc plate with a burin, or pointed tool, which allows ink to be spread into the carved recesses of the plate and transferred onto the media, forming the image. [3] In etching, an acid chemically bites into a ground mixture on the plate to form the recesses instead of mechanical carving with the burin, allowing for colored images to be applied to the media with the aid of hard and soft ground mixtures and multiple etching plates, each carved with different recesses to accommodate lines of varying colors applied to different locations on the media.
Manuscripts are documents which can consist of bound volumes or individual leaves, in which each example was copied or drawn without the aid of mechanical processes such as printing presses or printmaking techniques. [4] Because no two manuscripts are copied in an identical fashion, manuscripts are considered to constitute unica, meaning that there can be no more than one identical example of each extant document. Common features for longer manuscripts include capitulation, in which the content of the manuscript is organized into chapters grouped under headings, and rubrication, in which the chapter headings are drawn in red for added differentiation from the body of the black text block. [5]
Heritage documents are best conserved in an environment with a stable temperature and relative humidity. Fluctuations in climatic conditions associated with attics, basements, and restrooms can facilitate a poor state of preservation due to the chemical and physical weaknesses of the media, such as expansion and contraction of joints, leaves, and attachment points. Humid environments also contribute to the spread of chemical threats to the integrity of the documents such as mold and red rot, which are often irreversible and pose a threat to the integrity and safety of heritage collections and handlers. Thermometers and hygrometers designed for use around documentary heritage materials can be obtained relatively inexpensively through conservation suppliers. [6]
Radiation from the sun and UV/UVB rays can pose a threat to the integrity of works on paper. Where possible, framed iconographic documents can be hung on walls against windows or stored in dedicated magazines instead of hung on walls across from windows in order to minimize exposure to direct sunlight. Additionally, more important collection items may warrant consideration of an investment in a UV glass frame when on display, which filters out many of the more harmful forms of radiation which can cause fading and chemical damages to the work. [7]
Physical manipulation of works of documentary heritage with the hands can be minimized to reduce the risk of physical damage of torn leaves and worn edges as well as chemical damage from the acidic uric acids of the skin coming into contact with and burning or foxing the media. Frequent hand washing reduces the risk of chemical damage as many of the uric acids of the skin are found in sweat which can be washed away. [8] With a few exceptions, such as handling photographic negatives, the risk of physical damage outweighs the risk of chemical damage to documentary heritage materials, and the benefits of wearing gloves as a barrier to the acids of the skin being transferred onto the media are generally outweighed by the risks of physical damage to the leaves caused by reduced sensation and dexterity incidental to the wearing of the gloves. [9]
Bound volumes shouldn't be opened to an angle greater than 100 degrees due to the risk of damage to the joints where the spine is attached to the boards. This can eventually cause the boards to come detached from the text block. This risk can be mitigated through the use of digital copies instead of frequent physical consultations, and, in the case the physical document must be accessed, through the use of book supports. [10] While conservation and communication have often been historically viewed as antithetical and competing interests within heritage collections, digitization can help further both goals simultaneously by facilitating access to materials to a broader audience than would be able to physically access them within a consultation or reading room, while at the same time reducing the risk of damage to the integrity of the works due to reduced consultation and physical manipulation.
Book supports consist of a group of wedge-shaped polyurethane foam, or similar medium, designed to reduce the angle by which a book is opened during consultation. This helps ensure the integrity of the spines and joints of bound volumes. This cradle is augmented with snakes, which reduce the need for physical hand contact between the researcher and the document by holding down pages during consultation at the desired angle. Acid-free bookmarks are used to skim lines on pages as opposed to physical hand contact with the page.
Protective enclosures, such as four-flap folders and phase boxes, can assist with the conservation of documentary heritage by reducing exposure between documents and their surrounding environments, such as risks of worn edges, mold, red rot, and rapid changes in relative humidity.
Framing of iconographic and cartographic documents on display, or in storage in a magazine, can help serve as a protective enclosure between the documents and their environments, such as when the frame is water resistant or contains UV glass to reduce the risk of radiation damage and fading. Documents can be secured to the backboards of the frames using wet hinges, which can be removed from the document without damaging the media. Dry mounting, or the practice of permanently gluing a work to the backboard of a frame, can often be irreversible through conservation treatments, especially if the document was printed on wove paper. Documentary heritage on laid paper which has been dry mounted to the back of a frame can sometimes be conserved by immersing the work in a mild solution in order to dissolve the affixing glue without excessive warping or dissolution of the media.
Heritage conservators use the field of interventionist conservation to restore damaged documentary heritage to a stable state of conservation, while preventative conservation focuses on preventing damage to documents through environmental controls, maintenance, and careful handling. Library, archive, and museum professionals recommend consulting a conservator before undertaking any significant restoration projects on documentary heritage materials in order to avoid any excessive risks to the integrity of the works. [11]
The Blue Shield is an international organization which helps protect cultural property from threats such as armed conflicts and natural disasters in accordance with the 1954 Hague Convention for the Protection of Cultural Property in Armed Conflict. The Blue Shield emblem designates cultural property which international law indicates should be protected. [12]
The Memory of the World Register is a collection of documentary heritage which the United Nations Educational, Scientific, and Cultural Organization designates as having outstanding universal value to the collective memory of the world's cultural heritage. Inscription of documents on the register helps conservators raise resources for conservation and communication. [13]
Many nations, such as France and Italy, regulate the movement of documentary heritage between ports of entry and impose export controls and restrictions on the movement of cultural property in an attempt to preserve the documentary character and importance that these works can have for the collective memory of regions, nations, and subjects of universal value. Often, works of art and other forms of tangible and moveable cultural property that exceed a threshold over a certain monetary value require an export certificate from a ministry of culture or similar governmental organization before the cultural property can leave the country of origin for purposes such as sale at auction or loan for exhibition at a museum or other foreign cultural institution. [14] The despoilation and repatriation of cultural property looted during times of armed conflict has formed the basis for reconstituting many dispersed collections of heritage interest. [15] Many nations offer tax incentives for the repatriation or donation of cultural property to public institutions such as archives, libraries, and museums.
The conservation and restoration of cultural property focuses on protection and care of cultural property, including artworks, architecture, archaeology, and museum collections. Conservation activities include preventive conservation, examination, documentation, research, treatment, and education. This field is closely allied with conservation science, curators and registrars.
Conservation and restoration of immovable cultural property describes the process through which the material, historical, and design integrity of any immovable cultural property are prolonged through carefully planned interventions. The individual engaged in this pursuit is known as an architectural conservator-restorer. Decisions of when and how to engage in an intervention are critical to the ultimate conservation-restoration of cultural heritage. Ultimately, the decision is value based: a combination of artistic, contextual, and informational values is normally considered. In some cases, a decision to not intervene may be the most appropriate choice.
The conservation and restoration of photographs is the study of the physical care and treatment of photographic materials. It covers both efforts undertaken by photograph conservators, librarians, archivists, and museum curators who manage photograph collections at a variety of cultural heritage institutions, as well as steps taken to preserve collections of personal and family photographs. It is an umbrella term that includes both preventative preservation activities such as environmental control and conservation techniques that involve treating individual items. Both preservation and conservation require an in-depth understanding of how photographs are made, and the causes and prevention of deterioration. Conservator-restorers use this knowledge to treat photographic materials, stabilizing them from further deterioration, and sometimes restoring them for aesthetic purposes.
In conservation, library and archival science, preservation is a set of preventive conservation activities aimed at prolonging the life of a record, book, or object while making as few changes as possible. Preservation activities vary widely and may include monitoring the condition of items, maintaining the temperature and humidity in collection storage areas, writing a plan in case of emergencies, digitizing items, writing relevant metadata, and increasing accessibility. Preservation, in this definition, is practiced in a library or an archive by a conservator, librarian, archivist, or other professional when they perceive a collection or record is in need of maintenance.
With respect to cultural property, conservation science is the interdisciplinary study of the conservation of art, architecture, technical art history and other cultural works through the use of scientific inquiry. General areas of research include the technology and structure of artistic and historic works. In other words, the materials and techniques from which cultural, artistic and historic objects are made.
The conservation and restoration of parchment constitutes the care and treatment of parchment materials which have cultural and historical significance. Typically undertaken by professional book and document conservators, this process can include preventive measures which protect against future deterioration as well as specific treatments to alleviate changes already caused by agents of deterioration.
A conservator-restorer is a professional responsible for the preservation of artistic and cultural artifacts, also known as cultural heritage. Conservators possess the expertise to preserve cultural heritage in a way that retains the integrity of the object, building or site, including its historical significance, context and aesthetic or visual aspects. This kind of preservation is done by analyzing and assessing the condition of cultural property, understanding processes and evidence of deterioration, planning collections care or site management strategies that prevent damage, carrying out conservation treatments, and conducting research. A conservator's job is to ensure that the objects in a museum's collection are kept in the best possible condition, as well as to serve the museum's mission to bring art before the public.
Inpainting is a conservation process where damaged, deteriorated, or missing parts of an artwork are filled in to present a complete image. This process is commonly used in image restoration. It can be applied to both physical and digital art mediums such as oil or acrylic paintings, chemical photographic prints, sculptures, or digital images and video.
The conservation and restoration of books, manuscripts, documents, and ephemera is an activity dedicated to extending the life of items of historical and personal value made primarily from paper, parchment, and leather. When applied to cultural heritage, conservation activities are generally undertaken by a conservator. The primary goal of conservation is to extend the lifespan of the object as well as maintaining its integrity by keeping all additions reversible. Conservation of books and paper involves techniques of bookbinding, restoration, paper chemistry, and other material technologies including preservation and archival techniques.
A conservation scientist is a museum professional who works in the field of conservation science and whose focus is on the research of cultural heritage through scientific inquiry. Conservation scientists conduct applied scientific research and techniques to determine the material, chemical, and technical aspects of cultural heritage. The technical information conservation scientists gather is then used by conservator and curators to decide the most suitable conservation treatments for the examined object and/or adds to our knowledge about the object by providing answers about the material composition, fabrication, authenticity, and previous restoration treatments.
The documentation of cultural property is a critical aspect of collections care. As stewards of cultural property, museums collect and preserve not only objects but the research and documentation connected to those objects, in order to more effectively care for them. Documenting cultural heritage is a collaborative effort. Essentially, registrars, collection managers, conservators, and curators all contribute to the task of recording and preserving information regarding collections. There are two main types of documentation museums are responsible for: records generated in the registration process—accessions, loans, inventories, etc. and information regarding research on objects and their historical significance. Properly maintaining both types of documentation is vital to preserving cultural heritage.
A photograph conservator is a professional who examines, documents, researches, and treats photographs, including documenting the structure and condition of art works through written and photographic records, monitoring conditions of works in storage and exhibition and transit environments. This person also performs all aspects of the treatment of photographs and related artworks with adherence to the professional Code of Ethics.
The conservation and restoration of shipwreck artifacts is the process of caring for cultural heritage that has been part of a shipwreck. Oftentimes these cultural artifacts have been underwater for a great length of time. Without conservation, most artifacts would perish and important historical data would be lost. In archaeological terms, it is usually the responsibility of an archaeologist and conservator to ensure that material recovered from a shipwreck is properly cared for. The conservation phase is often time-consuming and expensive, which is one of the most important considerations when planning and implementing any action involving the recovery of artifacts from a shipwreck.
The conservation and restoration of Tibetan thangkas is the physical preservation of the traditional religious Tibetan painting form known as a thangka. When applied to thangkas of significant cultural heritage, this activity is generally undertaken by a conservator-restorer.
A textile conservator is a conservator-restorer charged with the care, treatment, research, and preservation of textiles. Issues addressed by a textile conservator are generally related to the field of textile preservation, and include damage caused to textiles by: light, mold and mildew, insects, cleaning, surface cleaning, washing, mounting for display, and storage. Variations in textile types and "the diversity of the textile conservator's work makes it a very rewarding profession". Textiles are among the most fragile artifacts, as they are susceptible to damage from atmospheric pollutants, moisture, biological organisms, and environmental changes and care varies with size, shape, material, and condition issues, all of which a textile conservator must be well versed.
The conservation and restoration of paintings is carried out by professional painting conservators. Paintings cover a wide range of various mediums, materials, and their supports. Painting types include fine art to decorative and functional objects spanning from acrylics, frescoes, and oil paint on various surfaces, egg tempera on panels and canvas, lacquer painting, water color and more. Knowing the materials of any given painting and its support allows for the proper restoration and conservation practices. All components of a painting will react to its environment differently, and impact the artwork as a whole. These material components along with collections care will determine the longevity of a painting. The first steps to conservation and restoration is preventive conservation followed by active restoration with the artist's intent in mind.
The conservation-restoration of panel paintings involves preventive and treatment measures taken by paintings conservators to slow deterioration, preserve, and repair damage. Panel paintings consist of a wood support, a ground, and an image layer. They are typically constructed of two or more panels joined together by crossbeam braces which can separate due to age and material instability caused by fluctuations in relative humidity and temperature. These factors compromise structural integrity and can lead to warping and paint flaking. Because wood is particularly susceptible to pest damage, an IPM plan and regulation of the conditions in storage and display are essential. Past treatments that have fallen out of favor because they can cause permanent damage include transfer of the painting onto a new support, planing, and heavy cradling. Today's conservators often have to remediate damage from previous restoration efforts. Modern conservation-restoration techniques favor minimal intervention that accommodates wood's natural tendency to react to environmental changes. Treatments may include applying flexible battens to minimize deformation or simply leaving distortions alone, instead focusing on preventive care to preserve the artwork in its original state.
Cultural property imaging is a necessary part of long term preservation of cultural heritage. While the physical conditions of objects will change over time, imaging serves as a way to document and represent heritage in a moment in time of the life of the item. Different methods of imaging produce results that are applicable in various circumstances. Not every method is appropriate for every object, and not every object needs to be imaged by multiple methods. In addition to preservation and conservation-related concerns, imaging can also serve to enhance research and study of cultural heritage.
The conservation and restoration of photographic plates is caring for and maintaining photographic plates to preserve their materials and content. It covers the necessary measures that can be taken by conservators, curators, collection managers, and other professionals to conserve the material unique to photographic plate processes. This practice includes understanding the composition and agents of deterioration of photographic plates, as well as the preventive conservation and interventive conservation measures that can be taken to increase their longevity.
The conservation and restoration of quilts refers to the processes involved in maintaining the integrity of quilts and/or restoring them to an acceptable standard so that they may be preserved for future generations. Quilts have been produced for centuries, as utilitarian blankets, decorations, family heirlooms, and now treasured museum collections objects. Quilts are three-layered textile pieces with a decorated top, a back, and a filler in the middle. The composite nature of these objects creates an interesting challenge for their conservation, as the separate layers can be made of different textile materials, multiple colors, and therefore, varying degrees of wear, tear, and damage.