Historic Environment Scotland has issued Version 7 of its Covid-19 Operational Policy & Minimum Operating Standards for Property Management and Visitor Operations.
The open sharing of this evolving publication by the organisation has been great to see. The first version was showcased publicly by the HES Director of Conservation, David Mitchell, back in June 2020 as part of the Covid-19 Historic Environment Resilience Forum (CHERF) event on Re-opening Venues which I chaired.
The document has been an incredibly useful resource for considering operational issues and decision-making system design for the sector to use as a comparator resource to adapt to their own situation.
From a heritage management teaching point of view, it has also been an excellent live case study to enable students to consider the organisational requirements and ramifications of decisions/actions which aren’t always obvious at visitor sites and organisational hubs.
A glorious evening earlier this week prompted a visit on the way home from work to Balvaird Castle, one of Historic Environment Scotland’s historic properties. Balvaird is a ‘free to visit at any reasonable time’ site, located just inside Perthshire. Currently the site grounds and building exterior are the only part of the castle which are accessible, with the entry on the HES website noting somewhat curtly, ‘View Exterior Only’.
The site, however, provides an opportunity to examine an archaeology of visitor experience and tourism at a location which clearly sits on the edge of ‘viability’ as a visitor attraction, with vestiges of different property management and tourism promotion regimes still visible in different aspects of both the physical / tangible and virtual / intangible experience.
The site has a substantial car park area, although this is not always accessible, and a warning sign prohibits overnight parking. The car park was locked on my visit (and has been locked on each visit I have made over the past few years, so I am not sure if it can still be used to park in). There is a small amount of usable parking space in the turning area between the car park and the access track to the castle.
At the bottom of the track leading up to the castle is a small building of an interesting shape and design reminiscent of the old ticket office buildings constructed by the then Ministry of Works/Department of the Environment for properties in care. It contains a door and very small window in a niche on the side facing the castle access track, and it is not clear what function this building fulfilled given it’s somewhat odd shape.
The site is now unstaffed so the building is secured, and an old style Historic Scotland interpretation panel provides a basic site overview. Part of the panel has been obscured, giving details of interior opening of the tower that used to be provided during the months of July, August and September.
The attempt to obscure the historic opening details has been damaged by visitors/vandals wanting to read the text which had been covered up. A tantalising situation is therefore created for the expectant visitor – the site has previously been more accessible than it is now. A newly installed (2016/17) small sign at the entrance to the track provides another piece of site access information, focusing (somewhat incongruously and unfortunately) on dog mess, but also pointing visitors to the HES website for further information.
The access track to the site, gated (and locked) is an uphill walk of around 5 minutes. To get onto the track, the visitor must go around the gate through an opening in the low brick wall which forms the boundary to the car park. The track itself is well maintained, and is used for vehicular access to the site for grounds and conservation maintenance.
As the visitor climbs the hill to the tower house, it becomes easier to appreciate the completeness of the main building, and it’s prominent setting and defensive capabilities in the landscape.
As the base of the tower is reached, a further remnant of visitor management is encountered – a small stone wall enclosure with access steps to brown Olympic modular ‘pod’ buildings, with the clear design function of a former custodian’s ticket office. This is again typical of the smaller site visitor management solutions deployed by MoW/DOE in the late 1970s and 80s. Adjoining the ticket hut is a further smaller hut (presumably a toilet) and water tank. All three structures are boarded up and in a poor state of repair.
On passing the redundant ticket hut, the track turns into the main tower house enclosure, and peters out into a stone inlaid path which then transitions onto mown grass turf. The interior footprint of the main site combines typical closely mown grass turf and substantial gravel path access through the vestibule and to the tower house door.
The visitor can explore around the base of the main tower house, the ancillary buildings around the inner courtyard, and can look down onto the surrounding outer courtyard area (now meadow-length grass with cut path around edge), and the wider agricultural landscape which the castle commands a view over. Two of the older style interpretation panels (from the early 1990s) provide a short historical context and overview of the overall site, and further information on the tower house itself. Notable features within the tower house are highlighted and illustrated, although of course, the visitor cannot access these.
The text is fairly sparse, though does provide a basic historical context for the site, its owners and the building and development of the castle complex. The illustrations and cut-away tower plan gives just about enough information for visitor, but the completeness of the tower, and the fact that you can see access points and guardrails on the roof of the gatehouse and the battlements of the tower clearly suggest that the interior of the building is worth seeing.
Conservation work has been undertaken on the tower, and recent conservation work is apparent due to the existence of temporary barriers around the door to the tower, and hessian covering over carved insignia over the tower door. The covering is blowing loose and fairly tattered, suggesting that the conservation work is perhaps inactive. No information is provided about this work for the visitor.
It is worth pointing out that I have not consulted the conservation management files for the site, held by Historic Environment Scotland, but as an initial scoping exercise in considering the ‘archaeology’ of management, a number of lines of thought emerge. The site has undergone quite substantial conservation and visitor management interventions:
initial building conservation works on the tower in particular (including roofing, access walkways, security) have been carried out;
investment has been made into hard landscaping for site paths, access areas and parking;
interpretation has been provided, and reviewed (there are three ‘phases’ of interpretation still in existence on the site – early 1990s panels; late 1990s/2000s panel in car park; new access information panel in 2016/17);
active grounds maintenance is undertaken (turf cared for, mown paths around site, litter cleared)
nature conservation measures employed through gradation in mowing across different areas of site (on my visit I spotted a weasel or stoat clambering about in the stone walls of the outer enclosure)
visitor management facilities have been provided (substantial car park, access building at car park, separate custodian / ticket office facilities at main site)
different types of site opening / access have been provided at various stages in the site’s history as a property-in-care (evidenced by the obscuring of summer tower opening on the sign in the car park)
The main HES website entry for the site provides little more information than can be accessed directly on the site, though there are very short pieces of information provided for Site overview, Opening, Getting there, and History. There is therefore an ‘interpretation deficit’ on the site in its current form given the limited information which is provided to the visitor, given that it is described as an “unusually complete tower house complex”, having “..an ingenious design which sets it apart from its contemporaries..”.
The Canmore entry on the National Monuments Record does provide some further information and images, including limited details of findings form archaeological work undertaken during the restoration period of the site in the 1980s and 90s. This information however is largely technical description rather than interpretation design for the visitor to understand the site better.
Having been a Life Member of Historic Scotland since 1990, I don’t recall the castle ever being highlighted as a ‘paid access’ site, which also raises interesting questions about the visitor facilities which have been provided for the site. Assuming that these were built at the time of restoration work, a period which coincides with the establishment of Historic Scotland as a separate management agency with associated commercial tourism expectations – did this site ever get opened fully as an attraction? Were the visitor facilities abandoned before they were used or very soon after they were provided? If they were used, what made the site viable or unviable as a staffed site over time? Can the site still be accessed by special arrangement, and what might be done to revive interest, or increase access by other (virtual / interpretative) means to the site?
As with any excavation, various key pieces of information are missing, and this ‘tourism archaeology’ initial survey needs to be followed up to ascertain other pieces of information from conservation and properties-in-case site management documentation held back in Edinburgh. This in turn is likely to lead to a prompt some analysis of the organisational decision-making within the different parts of (then) the Scottish Development Department and subsequently Historic Scotland to see how the site was considered and decisions made at the time. This analysis is informed by the the US National Parks Service’s approach to understanding ‘administrative histories‘ and allied social history of conservation explored in the likes of Thurley’s ‘Men from the Ministry‘ and associated English Heritage research project. In intellectual terms, this approach also aligns to management history, a long established field of interest, with its own academic journal, and of course historical aspects of tourism management and site interpretation. More work to follow therefore to understand more about Balvaird – the administrative history of which forges the latter part of the historical (and future) story of the monument.
As a footnote to this piece of tourism archaeology, the investigation is satisfying an long-standing itch which the site triggered in me – my mother tells me a story of my parents taking me to visit the site when I was a toddler before any conservation work had been undertaken on the site. They could get me to walk as far as the entrance vestibule but no further – my heels dug in to the ground rigid. No amount of encouragement or cajoling could get me past the threshold. Something had spooked me. Many years later, however, as a school pupil about to go to University to study archaeology (and not having visited the site since), I persuaded the stone masons who were working on the restoration of the tower to let me don a hard hat and explore inside under their supervision. I have therefore been lucky enough to ‘visit’ the site fully, and climb out onto the parapets. I have inevitably been drawn back to explore further!
Various features of the 1937 edition of the Official Guide to the Palace of Holyroodhouse, Abbey & Environs have been covered already in recent posts. The guide also uses a number of pages at the back of the book to cross-sell not only other sites in the care of the Government, but also the range of guidebooks which HMSO had begun to prepare for them.
In contrast to similar lists in other site guidebooks of the period, this section provides a distinct tone of voice in the promotion of sites in state care – suggesting that, “..it is not perhaps sufficiently realised that a large number of our most precious national monuments are not in the charge of the State and are being preserved and made accessible to the public, who for a small charge (usually not more than 6d.) are able to visit them.”
The section goes on to use a somewhat convoluted system of italics and capitals to highlight guides available, those in preparation and the prices of them. The series of Regional Guides to Ancient Monuments (mentioned elsewhere) is noted as being in course of publication.
It is worth noting that the summer opening hours for sites are longer than current site opening schedules – closing at 7 or 8 p.m!
I have spent the past three days back in Scotland, visiting a number of old colleagues to rejuvenate ideas various on tourism and scenario planning in heritage. Along the way I have fitted in some fieldwork to gauge the seasonal changes in visitor patterns in redesigned or reinterpreted sites, and also to look at the pre-Christmas retail offerings. I have called in to Stirling Castle, Glasgow’s Gallery of Modern Art, the Lighthouse, Edinburgh City Art Centre, the National Museum of Scotland, but didn’t quite have time to get to the Scottish National Portrait Gallery before heading to the train from where I am writing.
Firstly, the sites seemed quieter than usual, despite it being the English half-term which often sees a boost for family visitation to the central belt Scottish cities in the late shoulder season. The weather was also against the visitor, being grey and wet. But, the space at the sites gave me more of a chance to do some people-watching (I wouldn’t call it sophisticated enough to be ethnographic analysis), and I observed some interesting behaviours. It is very apparent how the physical spaces and the interpretative tools interact with each other in a dynamic way, but not always in a symbiotic or intentional way, despite most likely being a part of an overall attraction interpretation master plan. At Stirling, the costumed interpreter in the newly displayed Royal Palace apartments seemed on this occasion to be completely surplus to requirements, as the majority of the visitors were either shepherded by a site steward as part of a tour, or had mobile audio tours which they were fiddling with when not glued to their ears. At the National Museum meanwhile, the superb space in the main atrium was positively muted, and the space (now without fish ponds or cafe area which caused a great compulsion to linger) seemed to dwarf people who reacted by scurrying through to find galleries away from an unwelcoming empty space. The mammoth “wall” of artefacts wasn’t catching people’s attention as intended and seemed relegated to wallpaper. These are observations rather than criticisms, as I have seen both spaces and interpretive tools being used very effectively together at other times. It got me thinking about the factors that influence elements of a site working as a whole and how the planning process and operational sophistication of these sites can sometimes look completely awry.
The changes in the retail offer across the sites was also interesting, and I note a continual widening in the range and quality of items “branded” from the host organisation, as they see the retail offer as part of a cultural positioning and wider brand development. A growing amount has been written on this area in the past few years, and very recently Professor Sharon MacDonald turned her attention to this area in a research seminar at York University, which is well worth watching. I didn’t find the Christmas presents I was going to strategically buy early, but I suppose it gives me a good excuse to do some more comparative analysis at some other sites.