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Tier 8 · Master Specialist and Technical Leadership

Historic restoration and conservation

The four federal treatments for historic buildings and who decides, replacing and substituting historic sheet metal, thermal movement and galvanic separation, a measured-record method with a limits check, and defects, inspection and verification.

4 lessons · about 50 min · 13 diagrams · 0 videos

Version 1.0.0

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Lessons

0 of 4 complete

  1. Lesson 1 · 11 min · 11 slides · 9 questions

    Historic restoration and conservation: principles and terminology

    The four treatments of the Secretary of the Interior's Standards (preservation, rehabilitation, restoration, reconstruction), how a treatment is chosen, who decides and who fabricates, the metals found on historic buildings, and the lead rule that covers old paint.

    You will be able to: Name the four federal treatments for historic buildings, say which one a project is using and who decides, identify the historic sheet metals a fabricator meets, and state the lead-safety boundary for old coatings.

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  2. Lesson 2 · 13 min · 11 slides · 12 questions

    Historic restoration and conservation: materials, standards and design constraints

    What the Standards require when historic metal is replaced, when a substitute is acceptable, galvanic separation, thermal movement by metal, copper weights, the limits of what AFS forms, and who reviews.

    You will be able to: State the replacement standard for historic metal, choose between in-kind and substitute metal with the reviewer, separate dissimilar metals, work a thermal-movement figure from published values, and check a piece against what AFS can form.

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  3. Lesson 3 · 13 min · 12 slides · 10 questions

    Historic restoration and conservation: methods and worked application

    The record that starts a conservation job, how a measured profile becomes a shop drawing with hems, a worked fit check against AFS's limits, sample and mock-up approval, the order of intervention, and the principles for installing replacement metal.

    You will be able to: Follow a documented conservation sequence from the measured record to the approved shop drawing, check a measured profile against what AFS can form, plan a sample and mock-up for approval, and apply the order of intervention and installation principles.

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  4. Lesson 4 · 13 min · 11 slides · 11 questions

    Historic restoration and conservation: defects, verification and case study

    How sheet metal deteriorates, flashing and drainage failures, temporary protection and harmful repairs, cleaning metals gently, inspection schedules, what a fabricator can verify, a worked thickness check, and a published repair case.

    You will be able to: Diagnose how historic sheet metal fails, choose gentle corrective options, set an inspection schedule, verify a delivered part against the approved drawing, and document a repair from a published case.

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Practical task

Produce a conservation job packet for one historic sheet-metal feature (a cornice, gutter, flashing or roof edge you can measure, or one you are given in a drawing): the treatment and who decides it, the metal and its condition, the measured profile with a limits check, a sample or mock-up plan, an inspection checklist and one defect with its cause.

Hand in

  • A one-page decision rationale: which of the four treatments applies and why, which steps of the order of intervention (protect, stabilize, repair, limited replacement in kind) are used, and who decides and approves
  • A marked-up sketch of the feature in section with the metal identified, each dissimilar-metal contact marked, and the separation material or fastener metal named
  • A table of every number used (leg lengths, bend angles, hem type and return, thickness or weight, piece length, girth), each tagged with its source: your measurement, an AFS register or a published value
  • A limits check of the profile against what AFS can form (girth with hem allowances, piece length, minimum flange, segment and hem return), with the arithmetic shown
  • A completed shop inspection checklist with measured values, and one defect (real or given) with its cause, two gentle corrective options and what you would record

Rubric

CriterionMeets the standard when
Treatment and decisionThe treatment is named from the Standards, the rationale cites condition, significance and use, and the packet says the project team chooses and the review body approves, not the fabricator.
Metal and separationThe metal is identified before any cleaning or repair is proposed, dissimilar metals are separated, and any substitute is flagged for the reviewer with the reason.
Arithmetic and sourcesGirth, piece length and thickness checks are worked with units, every input is tagged with its source, and published values are not presented as AFS measurements.
Gentle and documentedCleaning and repair options are the gentlest that work, patina is kept, and new work is identifiable and recorded for future researchers.
Defect diagnosisThe defect is traced to a cause (water, unlike metals, thermal movement or an earlier repair), the options are realistic, and the evidence list would let a reviewer check it.

Module quiz

10 questions drawn from a bank of 42; a new set each attempt. Pass mark 85%.

1. According to Brief 4, what is usually a major cause of roof deterioration?
2. Which of these metals does the National Park Service list among those commonly used in historic buildings?
3. What is the longest piece AFS can make?
4. What does Brief 4 say causes lead to tear?
5. Which task on lead-containing coatings is treated as exposure above the limit until an assessment shows otherwise?
6. For which projects are the Standards regulatory?
7. What can a fabricator not verify about a historic replacement part?
8. What happens to a zinc profile at AFS?
9. On a historic project, who chooses the treatment and approves the work?
10. According to the Guidelines, which treatment is the most commonly used for the majority of historic buildings?