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MEASURING HERITAGE CONSERVATION PERFORMANCE<br />

6th International Seminar on Urban Conservation<br />

6.1. Social capital, sense of community<br />

and sense of cultural identity<br />

As mentioned above, one aspect that is frequently<br />

mentioned in conservation heritage projects is social<br />

capital, which is defined as the degree of connectedness<br />

between individuals or groups, which give<br />

them a variety of benefits and the ability to become<br />

more productive (Paxton, 1999, p. 90). Social capital<br />

depends mainly on the trust that individuals have<br />

on each other, as well as on the association capacity<br />

of groups. Both trust and association capacity have<br />

been measured by structured interviews with scoring<br />

systems, in which individuals are asked questions<br />

about their social life and the trust they have in<br />

people (Paxton, 1999, pp. 105-107).<br />

The sense of community is also a very frequent<br />

aspect cited in conservation and heritage literature,<br />

which is described as a very powerful and positive<br />

feeling from individuals belonging to a <strong>part</strong>icular<br />

social group that can be enhanced through the valorization<br />

and enjoyment of cultural heritage. Sense<br />

of community has a dramatic effect on people’s attitudes<br />

and actions, since it positively affects their perception<br />

of social relations and their own control and<br />

empowerment. Sense of community has also been<br />

assessed through structured interviews with questions<br />

about how people feel about their communities<br />

(Chavis and Wandersman, 1990).<br />

Sense of community is closely related to sense of<br />

cultural identity. The latter is a type of collective<br />

identity, by which individuals feel, in a self-ascribed<br />

way, connected to other individuals who share some<br />

cultural characteristics (Ashmore et al., 2004, p. 81).<br />

Cultural identity is based on a common cultural heritage<br />

that may appeal to ethnic, religious or national<br />

values and aspirations. However, we know that<br />

heritage and cultural identity may also be a source<br />

of conflict when tolerance and cultural diversity<br />

are not promoted. For this reason any assessment<br />

should also consider the negative social consequences<br />

that conservation and the revalorization<br />

of cultural heritage may bring about. The sense of<br />

cultural identity is generally assessed through questions<br />

of self-understanding and self-ascription. It<br />

has also been assessed through the use of discourse<br />

analysis and content analysis. Discourse analysis is<br />

the qualitative interpretative analysis of meaning<br />

that is applied to texts, speeches, and social practices<br />

in which social actors express themselves (Abdelal<br />

et al., 2005, p. 14), which requires deep social knowledge<br />

and interpretative skills, as well as familiarity<br />

with the cultural discourse. Content analysis is a<br />

quantitative assessment of specific meaning codes<br />

that are present in texts or speeches (Abdelal et al.,<br />

2005, p. 17).<br />

The sense of place is also a potential social benefit<br />

obtained with the conservation of cultural heritage.<br />

In this respect, English Heritage (2009, p. 13) states<br />

that the revalorization of the historic environment<br />

has a clear positive impact on the sense of place<br />

that people have, which in turn can impact on crime<br />

levels, social inclusion and regeneration. Individuals<br />

with stronger sense of place, therefore, engage<br />

with their communities in a more active way and<br />

therefore build on social capital. English Heritage’s<br />

approach is underpinned by the notion of ‘sustainable<br />

communities’, which aims, among other things,<br />

at developing the local economy, encouraging <strong>part</strong>icipation<br />

of community members and fostering a<br />

diverse creative culture with a strong sense of place<br />

(English Heritage, 2005, p. 10).<br />

6.2. Positive social impacts: some examples<br />

Some concrete experiences of conservation and heritage<br />

projects have shown positive social impacts,<br />

albeit without standardized social indicators to<br />

demonstrate this success.<br />

In the case of Incallajta, an important archaeological<br />

site in Bolivia, involvement of the local community<br />

in the excavation and management of the site<br />

resulted in the revalorization of the archaeological<br />

remains, which propitiated a harmonic and sustainable<br />

development of the community based on the<br />

strengthening of social bonds (Muñoz Collazos,<br />

2007).<br />

A similar approach has been taken on projects by<br />

conservators from the Coordinación Nacional de Conservación<br />

del Patrimonio Cultural (CNCPC) of Mexico.<br />

These projects have a community-based approach<br />

that emphasize the active <strong>part</strong>icipation of members<br />

from rural or small-scale communities, and in<br />

fact conservators only intervene when communities<br />

have asked for professional assistance (Magar,<br />

2005; Noval Vilar, 2010). This group of conservators<br />

consider the members of communities as the legitimate<br />

owners of this heritage (Noval Vilar, 2009),<br />

in contrast to national discourse and legislation<br />

that emphasizes national ownership (Diario Oficial<br />

de la Federación, 1972). After conservators have<br />

been called by the communities, the first stage is to<br />

organize ‘reflection workshops’ where the values<br />

of heritage are discussed and outlined that dictate<br />

the conservation processes. These projects aim at<br />

developing a sense of common ownership of their<br />

Alonso, V. I. & V. M. Meurs. 2012. Assessing the performance of conservation activities. In Zancheti, S. M. & K. Similä, eds. Measuring<br />

heritage conservation performance, pp. 1-14. Rome, ICCROM.<br />

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