Metric Survey - English Heritage

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Metric Survey - English Heritage

Metric Survey

    Specifications for Cultural Heritage

Authors: Paul Bryan, Bill Blake and Jon Bedford

    with contributions from David Barber and Jon Mills

    Editor: David Andrews

    Published by English Heritage, Kemble Drive, Swindon SN2 2GZ English Heritage is the Government‟s statutory adviser on all aspects of the historic environment.

    ? English Heritage 2009

    This second edition first published 2009

    ISBN 978-1-84802-038-2

    Product code 51481

    British Library Cataloguing in Publication data

    A CIP catalogue record for this book is available from the British Library.

    The National Monuments Record is the public archive of English Heritage. For more information, contact NMR Enquiry and Research Services, National Monuments Record Centre, Kemble Drive, Swindon SN2 2GZ; telephone (01793) 414600.

    Edited and brought to press by David M Jones for English Heritage Publishing Page layout by George Hammond Design

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    This Word file is supplied as an editable version of „Metric Survey Specifications for Cultural Heritage‟ to be used by those wishing to procure or manage a survey project. It consists only of the actual specification clauses, which are to be found on the right hand pages of the full publication. On the left hand pages of the full publication guidance regarding these clauses is given. It also contains the figures. Users of this file are advised to familiarise themselves with the whole document that is available as a free download, in pdf form, from the English Heritage website or for purchase as hard copy from the English Heritage on-line bookshop, product code 51481. As the clauses often refer to the figures it is advisable to ensure that all users have access to the full document.

    Please see the Preface for further instructions on how to use the document and take particular note of the necessity of using sections 1-3 for all projects whatever the end product.

    Contents of Metric Survey Specifications for Cultural Heritage


Section 1 General Conditions and Project Information

    Section 2 General Performance and Control of Metric Survey

    Section 3 Format, Presentation and Provision of Survey Data

    Section 4 Standard Specification for Image-Based Survey

    Section 5 Standard Specification for Measured Building Survey

Section 6 Standard Specification for Topographic Survey

    Section 7 Standard Specification for Collection and Archiving of

    Terrestial Laser Scan Data


The survey brief

    The preparation of a brief for the supply of survey services based on the options in this specification should ensure the necessary communication between the information user (the client) and the information supplier (the surveyor) required for the successful application of metric survey.

Performance of metric survey in heritage documentation

    In order to obtain metric survey fit for the purposes of heritage management it will be necessary to consider not only the metric performance of measured data but also the required quality of work needed to act as both a record and an archive of the cultural heritage. The conventions of selection and presentation of measured drawing in architecture constitute a visual language that requires careful consideration. This specification contains both descriptions and illustrations of the required standard.

Use of the specification

    This document is a description of the services and standards required for the supply of various types of metric survey. Sections 1, 2 and 3 describe the general terms, performance and presentation requirements common to all services. Sections 4, 5, 6 and 7 contain standards specific to image-based survey, measured building survey, topographic survey and laser scanning, respectively. The use of any part of this specification without reference to the appropriate clauses of sections 1, 2 and 3 plus the appropriate service description from parts 4, 5, 6 and 7 will be a miss-use of the document and is very likely to result in an unsatisfactory product. While it is hoped that this specification will be distributed widely and is available for anyone to use, its use is not a guarantee of the required results and it is recommended that, if in doubt, professional advice is sought.

Structure of the full document

    This document follows the Royal Institute of Chartered Surveyors (RICS) standard for specifications. The contents of the right-hand pages of the full document constitute the clauses of the specification, while the left-hand pages contain guidance pertinent to those clauses. Where the title of a clause on a left-hand page is prefixed by a # symbol, then the clause requires intervention from the user of the document. This usually takes the form of making choices from a list by deleting the options that are not required, but may also require ticking required options in a list or the insertion of text. If a clause is not edited, then the first option should be taken as the default. In most cases this will be the recommended option. This Word file consists of only the right-hand pages i.e. the specification clauses of the full document.


    The preparation of this specification would not have been possible without the work of those, past and present, charged with the survey of the historic estate in the care of English Heritage. This edition has particularly benefited from the input of all at the Metric Survey Team: David Andrews (sections 17), Paul Bryan (sections 1,

    2, 3, 4 and 7), Bill Blake (sections 2, 3 and 5) Jon Bedford (sections 2, 3, 5, 6 and 7). Publication collation by Heather Papworth with technical support from Mick Clowes, Andy Crispe and Steve Tovey. Section 7 is derived from text supplied by Dr David Barber and Professor Jon Mills of the School of Civil Engineering and Geosciences, University of Newcastle upon Tyne, with support from English Heritage Archaeology Commissions.

Section 1

    General Conditions and Project Information

1.1 Project brief 1.5 Health and safety

    1.1.1 Name of project 1.5.1 Contractor‟s responsibilities for safety

    1.1.2 Purpose of project 1.5.2 Health and safety requirements 1.1.3 Location 1.5.3 Health and Safety at Work Act 1974 1.1.4 Access arrangements 1.5.4 Construction (Design and Management)

    Regulations 2007 1.1.5 Health and safety statement

     1.1.6 Copyright

    1.6 Damage to site and fabric 1.1.7 Contract

    1.6.1 Use of marks 1.1.8 Site clearance

    1.6.2 Use of surface attachment for targets 1.1.9 Completeness of survey

     1.1.10 Area and scale of survey

    1.1.11 Type of survey required 1.7 Survey material supplied 1.1.12 Delivery schedule 1.7.1 Copyright

     1.7.2 Retention of survey documentation 1.2 Introduction

    1.2.1 Pertinent legislation Appendices

    1.2.2 Client‟s guidance on matters Appendix 1.1: concerning survey Fire Safety Instruction No.3 The Use of

    Temporary Lighting in Historic Buildings

    Appendix 1.2: 1.3 The contract and other documentation Safety Instruction No. 7.2 Portable Electrical

    Equipment 1.3.1 Contract

    Appendix 1.3: 1.3.2 Method statement

    Safety Instruction No.7.4 Safe Use and 1.3.3 Risk assessment Maintenance of Ladders

    1.3.4 Site visits

1.4 Contractual details

    1.4.1 Completion of survey

    1.4.2 Right of rejection

1.1 Project brief

    1.1.1 Name of project

    1.1.2 Purpose of project

1.1.3 Location

    Address …

Directions …

National Grid Reference …

    1.1.4 Access arrangements

1.1.5 Health and safety statement

1.1.6 Copyright

1.1.7 Contract

The conditions of contract are …

1.1.8 Site clearance

    1.1.9 Completeness of survey

    1.1.10 Area and scale of survey

1.1.11 Type of survey required

1.1.12 Delivery schedule

1.2 Introduction

    The general conditions cover aspects of undertaking survey that are common to most metric survey activities carried out on historic sites. The project information will consist of the administrative and logistical aspects of a particular project.

1.2.1 Pertinent legislation

    Contractors are to be aware of all current statutory requirements relevant to the contract for survey work. The contractor‟s attention is brought to:

     Ancient Monuments and Archaeological Areas Act 1979

     Planning (Listed Buildings and Conservation Areas) Act 1990

     The Construction (Design and Management) Regulations of 1994, introduced under the Health and

    Safety at Work Act 1974

    Copies of the above legislation can be obtained from The Stationery Office

    tel 0870 242 2345

    Where the survey work occurs in countries other than England the law of that country will apply.

1.2.2 Client’s guidance on matters concerning survey

    Contractors are required to comply with the client‟s guidance on matters of safety and standards of work regarding the historic fabric.

1.3 The contract and other documentation

1.3.1 Contract

    The contract will consist of the conditions noted in section 1.1.7 of the project brief, this specification including any edits made specifically for the project plus any attached documents or diagrams.

1.3.2 Method statement

    In response to a request for a quotation or invitation to tender a method and resource statement is to be provided by the contractor. It must include:

     method proposed for providing survey control and the required detail;

     number of and positions of staff to be employed on project, including project leader;

     survey equipment, cameras etc to be used;

     access equipment to be used;

     lighting and electrical equipment to be used;

     any proposed alternative survey methods and their performance;

     the anticipated level of possible 3-D site completion;

     anticipated use of oblique imagery;

     proposed output device, resolution and media;

     data retention and archiving arrangements;

     and delivery schedule.

1.3.3 Risk assessment

    A risk assessment must also be supplied with the quotation or tender.

1.3.4 Site visits

    The contractor may wish to visit the site to verify the requirements of the project and facilitate the production of the quotation or tender, the method statement and the risk assessment.

    Where access to land not in the client‟s care is necessary, assistance will be provided to secure the appropriate way-leaves.

1.4 Contractual details

1.4.1 Completion of survey

    The client will seek agreement with the contractor on the extent of cover, within the acceptable limits of tolerance and method (ie are there areas that require an alternative survey technique or that cannot be covered). Where obstructions to survey exist, the client will seek agreement about the possible extent of completion.

1.4.2 Right of rejection

    The client reserves the right to reject the application of any proposed survey technique or submitted survey product.

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