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                    <text>Title: Changing Visitor Expectation at the Canada
Science and Technology Museum Corporation
Name and institution of presenter
Sue Warren,
CSTMC
Text

INTRODUCTION
People feel a strong connection to the past through objects. It is the way
we express our cultural differences, our religious differences and our
aesthetic differences. We inherit objects and we pass them on to our
children. In them we imbue our personal history and link it to something
much bigger and more enduring than our own lives. While these personal
items may be small, there are objects of larger size and significance which
are passed on through society or government or institutions; and very often
make up the collections of Museums. As custodians of these objects,
Museums serve as the medium through which they are preserved and
interpreted. It is not surprising, therefore, that Museums must act as
arbiters in disputes over aesthetics, significance and relevance. It is the
Museum’s interpretation which determines the final state of the object.
The problem with historic objects, for Museums, is that they do not exist
purely as an object; but more as a physical representation of the era,
society, belief, or event to which they are linked. Whereas the ideal of
Conservation is to preserve the materials and the form with minimal
intervention; the subjective and the “aesthetic” considerations of
preserving and interpreting the objects for the public, are often at odds
with this. An archaeological object displayed in an “as found” condition; is
much more likely to meet with public acceptance than is an aircraft or a
locomotive in a similar condition. Understanding the reasons behind this,
and tracing the origins of it; help us to analyze our own priorities and
therefore to begin to change not only our expectations, but those of our
visiting public.
THE CHALLENGE
Visitors to Museums of industrial technology or transportation collections,
very often expect to see the objects looking as they did when new, they
expect them to be on permanent display, and they expect to be able to
experience them personally through touching or climbing or seeing them in
operation. The truth is that people do experience the world through their
senses; so the desire to touch and see and smell an operating locomotive,
for instance, is not incomprehensible. A further truth is that there is
tremendous value in experiencing historic technology this way. So how do
we reconcile this with the fact that modern Conservation is a profession tied
to the principles of preserving objects and their history of use, with minimal
intervention and loss of originality?

�Conservation is a relatively new profession and indeed continues to evolve
and define itself, particularly in fields like ours. Our biggest challenge may
be that minimal intervention has not always been a goal of Museum
preservation; and the evidence of masses of restored objects in the
collections of Museums worldwide confirms this unequivocally. Further,
these restored objects demonstrate that the aesthetic for technological
objects had been firmly established prior to modern Conservation, and that
the visitor expectation for this is well entrenched. Since the visitor is
largely unaware of the intentions and scientific principles behind
Conservation, the responsibility for changing their expectations and
indeed the accepted aesthetic for large objects, rests with us.
In the case of technological objects, the visitor might assume that because
they are big and were built for strength or speed; they do not deteriorate
with age and use. Museums have perpetuated this myth by displaying
industrial objects looking as new, and often by operating them. The same
cannot be said of ethnographic or archaeological objects, nor of smaller
social history objects such as costumes or domestic technology. So what
is the root of the aesthetic to display transportation pieces and large
machinery in this manner?
One logical reason our technological history is displayed this way, is that
while a coveted costume or piece of inlaid furniture or painting may be
cherished and cared for through generations; an obsolete piece of
machinery or a tool, or a defunct vehicle might just as easily be left to decay
outside or in a field or a ditch. When these pieces are recovered, they are
in need of cleaning and repair; and so this is what we have done. It was
not a deliberate attempt to falsify or to misrepresent; but merely a desire to
return the object to a condition similar to and more representative of, its
useful lifetime.
Another possible reason, and a less noble one, is the desire of Curators
and Conservators, to display objects that look nice. Within the field of
Conservation there are different and very subjective interpretations of what
the goal of a conservation treatment should be. Although we follow a Code
of Ethics, the extent to which treatments are taken is very much a
decision of the Conservator and the “owner” or Curator. Degrees of
removal of an original finish, of in-painting, or re-painting, polishing,
replacement of missing parts; all of these decisions are made on a caseby-case basis. Often it is the aesthetics of the Curator or Conservator
that decides this. Always, it is subjective.
What is it that influences us? Is it that, in this day of revenue generation
and pleasing the public, we feel that we have to put on a good show?
This pressure certainly exists today in major Canadian Museums. It is a
battle for the visitor dollar, up against competition like theme parks and
movies and shopping centres. Programming and special events take floor
space from exhibitions; and exhibitions must be “marketable” and showy.
Displays must link to Twitter and You Tube, and must appeal to a

�generation whose attention span generally precludes any in-depth
understanding. Our Public Programming divisions are telling us that the
visitors want to see bigger events and more interactive displays; but all this
is at the expense of safeguarding the collection, and at odds with
Conservation’s prime goals.
CSTMC EXPERIENCE
CSTMC has by no means solved these problems. What we are doing, with
each case we review, is reaching a clearer understanding of what our
goals should be with respect to interpreting objects for the visitor. For us,
the crux of the issue rests with two key assumptions: that restoration does
have a very important role in Museums; and that Conservation and
Restoration are not always at odds with each other. What must be clearly
and objectively defined, is a set of criteria to be met before an object
undergoes restoration. These criteria cannot be based on a Curator’s
opinion, or a personal preference; but must be objective and take into
consideration the technology, history, social context and future
significance of the artefact. An excellent paper on this was written by
Joanna Barr in 2006 entitled “The Conservation of Working Objects:
Development of a Conservation management Tool”. While this paper deals
with Operational artefacts, the principles for deciding when to operate and
when to restore are very similar and transferrable.
Borrowing the ideas from this 2006 paper, I updated the 1987 version of
the Conservation Policy for CSTMC; and introduced a process to
rationalize restoration vs. conservation. The criteria identified in this
process are:
1. How does the object fit within the Museum’s mandate.
2. Aesthetic value : scale, colour, texture, materials, smells;
3. Historic value: age, provenance, association with people, places or
events;
4. Scientific value: rarity, original materials, technology, manufacturing
techniques. alterations or modifications; and
5. Social value: spiritual, political or cultural meaning for a particular group.
6. Future value: the potential value of the information contained in the
object.
Once Museum decision-makers have worked through the process, the
implications of restoration and conservation become more evident; and the
decisions to restore or conserve, more objective and responsible. Once
the public is made aware of these decisions and how they are arrived at; it
engages them both physically and intellectually.
EXAMPLES FOR DISCUSSION:
AVIATION MUSEUM

The first two objects for discussion are examples of aircraft, for which
Conservation was the agreed approach. The rationale for choosing

�conservation over restoration was different for each; and yet the process
for developing that rationale was the same.
Borel Morane:
A history of the conservation of this aircraft is on the Museum website at
http://www.aviation.technomuses.ca. It was acquired in 2005 and is the first
aircraft in the collection to have been entirely conserved. It is one of a
very few with historic fabric, and the only one displayed as an iconic relic
rather than in a condition of past use.
The Museum’s Borel-Morane was imported into the United States in 1912
and it is the oldest known surviving aircraft to have flown in Canada.
Georges Mestach, an early Belgian exhibition pilot, was one of a handful of
Europeans to fly in North America at that time and in 1911 was the first
aviator to have flown at Quebec City. He and his manager/mechanic, Ernest
Mathis, unloaded the Borel-Morane in New Orleans from the ship that
carried it across the Atlantic. Soon after, they began exhibition flying
throughout the continent with stops that included Winnipeg, Quebec and
Sherbrooke. However, the Borel-Morane proved no match for Winnipeg’s
stiff prairie wind and Mestach badly damaged the aircraft in a crash against
a fence. The machine’s checkered career also included a crash at an air
meet near Chicago that resulted in North America’s first midair collision
fatality.
The damaged aircraft was then sold in 1913 because of import duty
irregularities. Mestach continued to fly for the new owner until the aircraft
was purchased in 1914 by Earl S. Daugherty of Long Beach, California, an
early American exhibition pilot. Although Daugherty suffered a fatal aerial
accident in 1928, the aircraft remained in his family’s possession until
purchased by the Museum in 2002.
Although the fusillage and wings were structurally intact, there were
numerous areas of damage. Most important for us, was the presence of
most of the historic fabric on the wings. Although the exact date of the
fabric was not known, analysis of the doping layer by the Canadian
Conservation Institute, showed that it was cellulose nitrate dope, over
cotton fabric which, though historic, is not original to its earliest state.
Some of the hardware was lost, the tires were a disaster, and the propeller
broken. Balancing the equation was the fact that it was a significant iconic
aircraft, with most of its parts intact, and that it had most of the historic
fabric in a relatively good state of preservation.
Measured against the six criteria for conservation vs. restoration;
1. Mandate of the Museum: To foster scientific and technological literacy
throughout Canada by establishing, maintaining and developing a collection
of scientific and technological objects, with special but not exclusive
reference to Canada, and by demonstrating the products and processes of
science and technology and their economic, social and cultural relationships
with society. The Borel Morane met all of the goals of the mandate
statement

�2. Aesthetic value: while the aircraft was largely complete, was
structurally intact and stable, and retained most of its historic fabric and
dope; its aesthetic value is linked to the quality of original materials and to
the rarity of finding this kind of material preserved in this context. There is
a huge educational value in seeing and smelling original materials, and a
visual value in appreciating the way those materials age.
3. Historic value: the aircraft obviously has significant value to the history
of aviation in Canada; and a well-documented provenance. Altering
anything on the aircraft to repair, improve or replace; would result in the
loss of some of the “story” behind that aircraft.
4. Scientific value: the primary scientific value for this aircraft is in the
original materials and construction techniques. Repairs from previous
accidents are in evidence in the wings, and in the fusillage; preserving not
only the structure of the aircraft, but the repair and maintenance routines
from the airmen who flew and serviced them.
5. Social value: Culturally, the extremely well documented provenance
and importance to the history of aviation in Canada, are embodied in this
iconic aircraft. Spiritually it is a testament to the pioneer aviators and to
their descendents. Politically, it was a triumph for the Canada Museum of
Aviation &amp; Space to purchase this from its American owner and bring it back
to Canada where it’s historic significance is so relevant.
6. Future value: just as today’s analytical tools and techniques are
advanced beyond the imagination of a generation ago; so future
generations will develop techniques to better understand the original
materials and their deterioration.
Resistance to the idea of conserving had come from a variety of sources,
including restoration staff and senior staff. It was a true departure from the
accepted way of doing things at the Aviation Museum: namely restoration
projects with conservation of some small elements or components.
The
Borel Morane proved an excellent catalyst for discussing with staff and then
demonstrating to the public, that in some cases the importance of an
aircraft is more than just the technology; it is the history, the materials and
techniques of manufacture, and in this case particularly, the context.
The aircraft was exhibited initially with an adjacent exhibit on Conservation
consisting of graphic and text panels explaining the role of Conservation.
It served as a bridge of understanding between the deteriorated- looking
aircraft and the replica displayed next to it. An appreciation for the antiquity
of the aircraft was the goal; and visitor feedback proved that the goal was
met.
The second project was slightly more contentious to resolve, but the
dialogue during that resolution was more interesting:
Northrop Delta
This was originally proposed as a restoration project. An external group
had expressed an interest in restoring the aircraft, and from the perspective
of our Curator at the time; it offered the opportunity to gather together and
inventory what parts we had, and to have an aircraft restored for us.

�The Northrop Delta , built by Canadian Vickers in Montreal, was the first
stressed skin all-metal aircraft to be built in Canada. It is notable as the
first low-wing monoplane in Canada, and also the first use of the then new
plastic Perspex. The test flight of the prototype took place on August 16th
1936. These aircraft were regarded with some suspicion as curious tales
were told of their apparently erratic behaviour and then un-known
characteristics. Pilots spoke well of them, however, and they performed
extremely well in the photographic missions for which they were intended,
as they were commissioned by the RCAF to photo-document and map the
Canadian North. The Northrop Delta was chosen over British and
Canadian aircraft, based on its speed (195 mph) and reported
manoeuvrability. Canadian Vickers Manager Richard Moffett obtained a
sales and then a manufacturing license to produce the Canadian Delta for
the RCAF.
Initially a prototype was constructed based on bare components shipped
from Inglewood CA to Montreal. The engineers at Vickers built three more
by hand-forming and laboriously bending steel over the Alclad flanging.
Furthermore they adapted the Delta to fly on twin Vickers Type 75 floats as
well as Vickers Type F streamlined skis. At this time, warlike appendages
were also added, though this was not widely known outside of the RCAF
and Vickers: A .30 calibre Browning machine gun was installed in one
wing, and bomb racks were fitted.
Four more Delta were delivered in November 1937: Delta Mark II’s (of
which ours is one). The chief external difference was the incorporation of
extra windows in the cockpit sides under the existing windows, to improve
the view from the very wide cockpit in flying photo “lines”. Windows were
also placed in the cockpit floor, and the Mark II’s had provision to put
armament in the wings, bomb racks and guns. At this time, the three
original airplanes were returned to Vickers to have these extra windows
added so that they became Mark IA’s.
With the impending outbreak of WW II, the Canadian Air Force was so
strapped for machines, that the Deltas were brought into action as armed
coastal patrols. Canada did not officially declare war until September 10,
1939, but the Deltas were on active service on the 3rd. On August 27th,
six Deltas departed from Ottawa to Sydney Nova Scotia. Four arrived
safely, but one force-landed in Maine and was accompanied by another to
render assistance. Delta 673, which had force-landed in Maine, was
temporarily repaired and flew back to Megantic, Quebec for an engine
change.
On September 14th, No. 8 General purpose Squadron became No. 8
Bomber Reconnaissance Squadron. This was also the day that Flight
sergeant Doan and LAC Rennie left Megantic in Delta 673 for Sydney.
They never reached their destination, and despite searches along the
flight-route, no trace was found of the airplane or crew.

�No. 8 BR ranged over the Atlantic ocean between Nova Scotia and
Newfoundland, but experienced problems with the floats and ocean
landings. The floats were twisted in ocean swells, and the fittings
corroded in salt water. Pilots reported that attempting to take off into
ocean swells resulted in popping rivets “akin to machine-gun fire”. During
the summer and fall of 1940, eight more Canadian Deltas were built for the
RCAF, but these were gradually replaced by Canadian built Bristol
Bolingbrokes and the Deltas transferred to the west coast.
A total of twenty Northrops were built at Vickers Aircraft Department in
Montreal, bringing the company up to full capacity for its works during
WWII. At this time, the company moved to Cartierville and became
Canadair Ltd. Of these twenty; five were destroyed in accidents (three of
them fatal), two were removed from service, and the remaining thirteen
were sent to schools on the decree of the 1941 Secretary of Defence.
These instructional airframes were disassembled and reassembled over
and over , and some survived as late as February 1945.
The wreckage of Delta 673 was found in July 11th 1958, forty miles north of
Fredericton New Brunswick. No evidence of the crew was ever found and
F/S Doan and LAC Rennie became the RCAF’s first casualties. The aircraft
was acquired by the Canada Aviation Museum in 1966.
The question of whether to conserve or restore centred around the results
of the research, and specifically the fact that this was the first Canadian
aviation casualty of WWII. The aircraft is significant not only for its
technological advancements, but because of the way in which it had been
lost and found again. Placing the object within the guidelines for
restoration/conservation, the conclusion seemed unarguable:
1. The Museum’s mandate of preservation and research was clearly met
by preserving this aircraft in its relic state.
2. Aesthetic value is low for being a representative of the technology; but
the aircraft has immense aesthetic value as a crash-site icon.
3. Historic value is high based on its service record and the role it played
in Canadian topographical mapping and military response.
4. Scientific value: This is the last surviving example of the Canadian built
Northrop Delta. It has scientific and technological significance as the first
stressed-skin low-wing aircraft built in Canada and could therefore illustrate
manufacturing techniques; and was the first Canadian built aircraft to use
Perspex, of which some remains in the window frames. Through evidence
of modifications for mapping and for armament, its service history is
manifested in the wreckage.
5. Social value is implicit in a crash-site involving loss of life. The aircraft
is a symbol of Canada’s commitment to the war, and a symbol for the
Canadian people, of the sacrifice of the military personnel who served and
died in the war. Spiritually, it is a memorial for the families and survivors
of those airmen who lost their lives.
6. Future value of this aircraft is difficult to measure. As a source of
reference, research and reproduction, it has a high value to future

�generations. Interpreted as a crash-site memorial, it could have
tremendous value as a historical “document”.
With this much history in the remains of the aircraft, it is an iconic object
representative of much more than just the technology. Many parts are
missing, including the wings, engines, all interior components and the floats;
so that restoration would involve replacement of more than half of the
aircraft and this would have to be based on historic documents and plans
making it “generic”. Further, taking into consideration that it is the last
known one in existence, a strong case was made to preserve it “as is” and
keep the history of the aircraft intact. Our hope is to display the wreckage
with an interpretive diorama and a history of the working life and
significance of the aircraft; and of the airmen who died in it. While we do
not have the funding to carry this out in the near future, I would not
anticipate any resistance from visitors once the story of the aircraft was
explained.
SCIENCE &amp; TECHNOLOGY MUSEUM

The third example of changing visitor experience, comes from the
collection of the Science and Technology Museum. This is an example of a
very easy way to change visitor expectation; and while it may seem a little
absurd in the context of this conference; the solution to our problem has
been so simple and so inexpensive, that it bears relating.
The Governor General Rail Cars
These two cars are an important part of our rail collection. They are not on
display, but are accessible to the public through guided tours. Over the
years, they have been used inappropriately for past Presidents’
entertaining, and for many tours both official and unofficial. We have
struggled with numerous different types of carpet runners and rubber
runners down the hallways; and with ropes to keep people out of the
compartments. All of these had their problems, and in the end we decided
to re-evaluate our procedures for tours.
The cars are significant to Canadian History and illustrate our long-standing
relationship with England and the Royal Family. They were built in 1927 in
the Montreal rail yards of the Canadian Car &amp; Foundry Co. Of standard
design, they were the first all steel cars to be used by the Governor
General. The exterior was painted Royal purple with the royal crest applied
in gold accented by gold cluster leaves and gold striping along the sides of
the cars. The interior design was influenced by the wife of the then
Governor General, the Marquess of Willingdon . Colour schemes were
tailored for Lady Willington, who had a fondness for lilac.
The first run with the GG was March of 1928. The details of this tour are
shrouded in secrecy, with documentation at the time using various code
names for the GG and his destinations. This was apparently necessary
because of the perceived threat from the strong Canadian Nationalism
movement, combined with anti-British sentiment that evolved after WWI.

�With the Great Depression in Canada, of 1929; fiscal restraint led to a
movement for the accountability of government railway expenditures.
Previous agreements by both national Railway companies (Canadian
National and Canadian Pacific), to transport the GG cars at no charge,
were re-negotiated and a tariff of $1 per mile was assigned. This led to
conflict between CN and CP and the Government which was not resolved
until the early 1940s. However, in the meantime, the GG cars travelled
extensively throughout the 1930s with trips to the Maritimes, Western
Canada and the Eastern US as well as several trips around Ontario and
Quebec.
Two major modifications during the 1930s were the 1935 exterior painting of
both cars to standard CN green, including removal of the gold leaf clusters
and stripes; and secondly, the addition of air conditioning to both cars on
May 19th 1937.
In 1939, the cars provided accommodations to King George and Queen
Elizabeth I on their Royal Tour of Canada. Incidentally, we also have in
our collection, the automobile that was used during this tour. The tour
marked the first visit to Canada of a reigning British monarch. Both rail
cars were repainted in Royal blue, with the royal coat of arms applied to
each side of the car. At the request of His Majesty, a buzzer system was
installed between royal cars and the engineer’s cab so that the royal couple
could be alerted when large crowds were standing beside the tracks , and
they could then move to the rear platform to greet the crowd. This buzzer
system does not exist today, but there is no record of when it was
removed.
Service of the cars during the war was somewhat controversial, as the
Railway companies were obviously concerned with operational and
maintenance costs, and felt that service of the special train took away from
the war effort. Nonetheless, there were some significant trips by Princess
Alice and the Governor General in 1942, and then Princess Alice’s trip to
Toronto in 1943. Both of these trips were intended as war effort public
relations, according to the official GG documents.
The 1950s were the decade for Royal Visits to Canada. The Royal Tour of
1951 for Princess Elizabeth and the Duke of Edinburgh, followed by and
1958 visit of Princess Margaret to Eastern Canada and finally the 1959 tour
of Queen Elizabeth and Prince Philip. This was the last time the cars
acted as the official cars for the GG and carried members of the Royal
household.
The last official function of the GG cars was for the funeral of Governor
General George Vanier in 1967. The cars transported the body from
Ottawa to a burial site in Quebec City. By now the coming of high speed
light weight trains meant that the GG cars were outdated and possibly
unsafe. Two new cars were built to replace them, and the originals were

�re-named #3 and #4 and donated to the Museum after being used to
convey VIPs to and 1967 Expo celebrations.
They had one last moment of glory in 1977, when they carried the Royals
to Wakefield on October 16th, pulled by the Museum’s 1201 Locomotive.
In preparation for this, the cars were taken to the CN shops in Montreal to
be “restored”. This largely included repainting the exterior, re-carpeting
the interior, and replacing worn curtains and upholstery trimmings. None
of the essentials were altered at this time. Since that time, only minor
repairs have been undertaken
The Cars have always been an attraction for visitors, and it has been a
challenge to both make them accessible, and to protect them. The only
way to experience the object is to walk through it; and this is something we
are all familiar with when opening historic houses or structures to the public.
Prior to the summer tour season this year, we priced various systems for
protecting the carpets (the runners were constantly creeping and tripping
people); all proved to be difficult to install, and expensive. So , we ran a
pilot project this year, to ask visitors to wear disposable “booties” while
touring the cars. These are the type of disposable foot-coverings that are
common in Canada in the winter months, where professional offices such
as Doctors or Dentists, request patients to leave winter boots at the door.
The immediate correlation most visitors make with these booties, is that of
a “professional visit”. Secondly, it provides an extra few minutes for the
tour guides to reiterate the rules of conduct once inside the cars. It was an
incredibly simple solution, and far less intrusive than replacing the carpet
runners. The cars look much nicer without the added carpet runners,
there are no more tripping hazards, and visitor feedback has shown that
the overall impression given to visitors is that this is a privilege. We
calculated that we could purchase approximately a five year supply of
booties for the same cost as replacing the rubber carpet runner in one of
the cars.
AGRICULTURE MUSEUM

The final example is from the collection of the Agriculture Museum:
Farmall Tractor: The 1938 tractor was acquired in 1989 in good original
condition, though suffering from decades of neglect in a farmer’s field.
The tractor had a well documented provenance and a documented history
of use since the donor was a family member of the original purchaser. The
decision to conserve what was left of the original finish, was based on the
fact that it retained a surprisingly high proportion of its original paint and
structure. At the time there was little conflict over this decision since the
new Curator of Agriculture was much in favour of conservation rather than
restoration. There was some concern about a structural repair that was
necessary to the frame of the tractor; but this was successfully TiG welded
by one of our aircraft mechanics, with the loss of only about 2.5 cms either
side of the weld.

�Where conflict was anticipated, was in the exhibit; where a conserved
“relic” would be introduced into a display featuring all restored tractors. In
the end the appearance of the tractor was never questioned by visitors;
and in fact we had the very rewarding experience of having the son of the
original owner (himself an elderly gentleman) comment to Museum staff,
that he recognized a repair that he had carried out on the broken tool box
when he was a young man working on the farm. Had the tractor
undergone restoration, this small element of the history of the object would
have been lost forever.
CONCLUSION
If imitation is the sincerest form of flattery, then restoration is a close
second. The desire to look after something of beauty or value has
shaped the way conservation defines itself today. The loving care
restorers put into objects is a measure of their dedication to that object.
However, the homage that restoration pays to the object itself, is often at
the cost of the history and more ethereal significance that Museums are
obligated to preserve as the “context” of the object. While Conservation as
a profession has more than a few skeletons in the closet (questionable
materials, treatments, and over-treatments); the trend today, world-wide,
is definitely toward preserving the original rather than restoring. We had
thought that the visitor would reject this trend; and, as Canadians do;
were not addressing the problem head-on but rather trying to circumvent it
and prevent a confrontation. What has become evident to me, through
these examples and other such experiences; is that it is not the visitor who
is dictating the expectations; it is us that have underestimated the
willingness of visitors to interpret artefacts in a preserved state rather than
view them restored.
From a Conservation perspective, preserving the original materials should
always be the priority of a Museum. CSTMC receives more requests to
see original paint schemes, fittings and lay-outs, than anything else.
Model-makers, restorers, researchers, collectors and veterans use the
national collection as a reference source. Nowhere else is this information
going to be protected and preserved. Any time an object has been
restored, no matter how “faithful to the original” it is, there is a loss of
authenticity. One of our colleagues at Vintage wings Canada tells me that
he is sad when he visits our collection because it feels like a graveyard.
The truth is that he does visit regularly to verify layout, parts or
measurements, and sometimes he comes looking for parts to borrow or use
(which he doesn’t get).
In reviewing these case studies for this presentation, it is obvious to me
that our expectation of resistance from the visitor has been largely
exaggerated. The public is quite willing to accept a conserved object in a
deteriorated state, and to accept restrictions on access; as long as these
are explained and interpreted. The Museum visitor demographic is
changing, particularly at the Aviation Museum. This seems to me a perfect
time to introduce new ideas about display expectations. In retrospect, it is

�the expectations of museum staff that have been more difficult to change;
but changing, they are.
With each example of this restoration/conservation debate, we have come
closer to a solid understanding of how we make these decisions and how
we can disseminate this process to the public. Each time we display a
conserved object rather than a restored one, we re-define the aesthetic and
change the status quo a little bit more. Perhaps with time, we shall have
the public clamouring for more unrestored relics.
September 2010

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                    <text>"Is it safe? - balancing conservation, operation and display of rail
vehicles at the National Railway Museum"
Chris Beet and Anthony Coulls
Engineering &amp; Operations Manager Chris Beet and Senior Curator of Rail
Vehicle Collections, Anthony Coulls look at managing the conservation
and operation of historic locomotives and rolling stock from the
National Collection in the 21st century. The world and legislation move
on, but our collection is rooted in time, often with objects that were
built and run in the days before Health &amp; Safety law became commonplace.
The National Railway Museum has made the decision to run some of its
locomotives on the main line railway, and this requires further
following of safety procedures. Chris &amp; Anthony will seek to highlight
some of the ways that they have to follow current best practice from
both an engineering, operation and conservation point of view to make
the collection accessible to as wide an audience as possible.
The title of this paper “Is it Safe”? reflects a question posed of the one time Head of
Engineering Collections at the NRM, Richard Gibbon, who will be know to many of
you. He was asked it one day whilst steaming up our working replica of “Rocket”,
built in 1979 to the original 1829 design. His response was “of course it isn’t – it’s an
1820s design” – and this may be amusing to us here today, but said to the wrong
person, might have prevented the operation of the locomotive and made the lives of
those of us who work with operating historic machinery that little bit harder!
I will look at the National Railway Museum’s basics of operation and then Chris will
follow with specific examples from practical experience of running historic
locomotives on the main line railway of today.
We have a policy across the National Museum of Science &amp; Industry which I shall
touch on briefly, and is appended to this paper, which looks for the Collections Side
of Selecting and Operating items from the collection.
Once a vehicle has been selected, we then produce a detailed Conservation
Management Plan which is worked into the practical conservation or restoration
work and used as a management tool, detailing as it does both the historical work
and significance of the vehicle and also how the vehicle is to be repaired, operated
and documented.
We use these plans for all our vehicles, and are able to justify operating unique and
elderly locomotives through having worked through the rationale of a conservation
survey being undertaken to ensure minimal loss of historic fabric whilst allowing safe
operation in the light of current legislation. We have a hierarchy of replacement on
locomotive parts – so bearings, boiler tubes and such like are consumables, whereas
replacement of frames, boilers etc is much more intrusive and less likely to find
favour. In some cases it is easier and more cost effective to repair than replace with
new. An extreme case for the NRM has been the repair of Flying Scotsman’s boiler,
where we have had a new copper firebox made and fitted in the traditional manner,
rather than going down the route of having an all welded new boiler made. We

�know htat the techniques to repair and maintain a copper firebox still exist, whereas
repairing an all welded steel boiler of that size is an art which is still being learned.
A major part of this papar though needs to consider how we are operating 19th and
20th century machinery in the 21st century. The hardware we are operating remains
basically constant, but the environment has changed a lot even in the 42 years since
the last steam locomotives ran on British Rail.
Track has become higher in places, many lines now have overhead electric wires in
place for power, platforms and stations have been rebuilt. Trains that operate on the
lines have become faster.
How have the heritage world and the NRM been able to cope?
Every vehicle has to have a Fitness to Run examination if it is to be even towed on
the main line railway. Axles must be ultrasonically tested at the very least and brake
systems checked. If it is a locomotive, then it must be mechanically sound – and if a
steam loco, the boiler must pass an annual inspection for insurance as a pressure
vessel. Air brake receivers for any vehicle must also pass the same inspections.
Some of our heritage collection is too tall to safely work under electric wires, so we
have had to reduce the height by replacing items such as cab sides or chimneys with
ones an inch or so lower to make them fit. This is reversible in most cases and often
un-noticeable to the human eye. Interestingly, it is not always the locomotive’s
chimney or dome that is the tallest part. We also do not allow operating staf to
climb on locomotives whilst under electric wires. You can also see on this slide that
we have introduced lower level water fillers on the locomotive tenders to prevent
the need to go on top. These also fit standard fire hoses, to allow for filling from
hydrants or tankers – as the steam age infrastructure for servicing steam locos is
long gone.
We have to adapt to modern operating procedures and carry electrickery as one of
my colleagues puts it – On Train Monitoring and Recording (the railway “Black
Box”) and Train Protection and Warning System – which are modern requirements
that have had to be adapted to work on steam age technology, so one finds
electronics that have to be designed to work in the hard physical world of the steam
railway. Then one has to find the space on a team loco to put it all (see slide) and
then maintain it with hot oil and steam around, water and coal dust!
There is a requirement to carry a modern high intensity headlamp for visibility, along
with modern data and warning signs as well! Of course our staff and volunteers have
to comply with modern Health &amp; Safety too, and at the very least carry full Personal
Track Safety cards after extensive training. The actual operation of the locomotive
remains in the hands of the Train Operating Company who provide a driver, fireman
or secondman and a Traction Inspector. We then also have an owner’s
representative on the loco to advise on any issues, faults or foibles. On a heritage
railway, many of these issues do not arise, but we still must remain ahead of the
game at all times

�The very fact that we continue to operate heritage locomotives on the main line
railway is at times on reflection, little short of marvellous…

NMSI
Policy and Procedures for Selecting and Operating
Historic Objects from the Collections of the National
Museum of Science &amp; Industry

Date Ratified:

Date for Review:

New or Revised Policy
Written by :
Distribution:

New
Marta Leskard, Conservation Manager
Paper, electronic copies, shared Collections drive

This document to be read in conjunction with associated Policies and museums’ policy
drafts
Related Science Museum
Science Museum Collecting Policy, 10 July 2007
Documention:
Science Museum, Indemnity &amp; Insurance Management,
draft policy 2007 (M. Rollo)
National Museum of Science &amp; Industry, Corporate Plan
2006
Science Museum Human Remains Policy, draft August
2005 (L. O’Sullivan)
Collections Management Policy, National Museum of
Science &amp; Industry, April 2005
Conservation of objects in the care of the Science
Museum, Policy statement, January 2005 (H. Newey)
Increasing access to the Science Museum’s collections
through live interpretation, draft policy, 19 June 2003

Version
1.0
2.0
3.0
4.0
4.1
4.2
4.2

Date
03/04/2008
27/05/2008
09/09/2008
09/04/2009
12/03/2010
18/03/2010
26/05/2010

Status
Draft
Draft
Draft
Draft
Draft
Draft
Final

Comments

Revised for NMSI
Added E. Bartholomew comments
Added H. Ashby comments
Approved NMSI CG 18/05/2010

�CONTENTS:
1.

POLICY STATEMENT

2.

PROCEDURE
2.1

Proposal

2.2

Selection

2.2.1
2.2.2
3.

Selecting Functions for Display
Risk Factors

SELECTION PROCESS
3.1
3.2

Statement of Significance

3.3

Conservation Objectives

3.4

Treatment Plan

3.5
4.

Curatorial, Conservation and Information
Assessments

Treatment Implementation

OPERATION

4.1

Records

APPENDIX A
APPENDIX B
APPENDIX C

�1.

POLICY STATEMENT

The National Museum of Science and Industry, through its institutions The Science Museum,
The National Railway Museum and The National Media Museum, holds one of the world’s
pre-eminent collections in science, technology, industry, transport and medicine. These
collections provide an unequalled record of the first and second industrial revolutions and
beyond. They contain not only unique icons of international significance but also the everyday
items that show the impact of science on how human lives are lived.
As leaders in science and technology communication and learning, the NMSI remains
committed to operating historic objects, recognising that the high levels of interest and the
educational value in “working objects” make a meaningful connection between the museum’s
visitors and the collections
The NMSI’s selection, risk assessment and review processes (based on the tenets of the
National Heritage Act, 1983) are to ensure that working objects are used in a safe, secure
and sustainable way, according to best practice, now and for the future, letting the importance
and condition of the object and the quality of the evidence for an earlier state guide the
decision.

�2.

PROCEDURE

The procedure for selecting an object for operation follows detailed proposal and selection
criteria

2.1

Proposal

At each museum. an object may be proposed for operation by staff from any
department- as all are stakeholders in the museum’s vision. Additionally, proposals
may come from outside groups- researchers, engineers, special interest groups,
artists and filmmakers

•

•

•

•

•

•

•
•

Each operation will be approved by the appropriate museum management team ( see
Appendix A) after consideration of all of the following:
the object’s cultural significance, which is the aesthetic, historic, scientific, social or
spiritual value that it has for past, present and future generations. Objects which are
considered rare will not be considered for operation as use is mutually incompatible
with preservation of the whole.
the significance of the object’s function(s), including its alterations, repairs and
modifications, if any. Any new use of an object will be compatible with original
function with minimal change to fabric, respect of meanings and associations and
continuation of practices which contribute to the cultural significance of that object.
the object’s current condition and state of preservation, the likely impact of wear to
significant parts, the need to update to current safety standards and the requirement
to remove hazardous materials and/or functions. Objects which are beyond their
economic life (ie: in a state of accelerated wear) will not be chosen for operation
unless physical integrity is deemed insignificant in relation to significant function.
the benefit to the public and to the museum, in order to inspire innovation, engage
understanding, motivate learning or preserve the collections.
Publicity, direct revenue generation, sponsorship attraction or special interest group
gratification may be considered as supplemental reasons for proposal for operation
but are not acceptable motivations on their own.
the resources required for maintaining the functionality for both the short and long
term. Money, time, facilities, equipment and skilled staff are required for treatments,
maintenance and repair programmes. Thorough documentation including
photography of all processes from decision-making to maintenance logs and
handling requirements must be kept and be made accessible. Where resources
cannot be committed to the long-term maintenance, repair and replacement
programme, an object shall not be selected for operation.
museum needs in terms of frequency of operation and number of objects operating.
One operating object can be a focus for visitors but several operating objects can
become a distraction or have minimal impact on public programmes
restrictions of museum context (available space, exhibit design, health &amp; safety
requirements).
opportunities to record through the media of film and photography the return to
operation, use and maintenance in order to maintain knowledge of craft and
traditional skills.

�2.2

Selection

A “working object” can be anything that originally had an operational function and can
be either stationary or mobile.
Operating a working object can mean anything from demonstrating only one
particular function to running the full functional complexity.
Every object in the collections with an operational function is assumed to be suitable
to be a working object unless it is considered “rare”. Rare is defined as unique, an
icon, of incomparable significance, nationally important or bearing important historic
evidence such as developmental information, significant use, original fabric.
The decision about whether an object is considered rare and therefore not a “working
object” will be made by the relevant curator and endorsed by the chief Curator or
relevant Head of Collections.

2.2.1 Selecting Functions for Display
The selection of functions for display, educational and access purposes will be driven
by an explicit evaluation of the significance of different functions. Operation will
contribute to building individual and meaningful connections with science and
technology through:
• adding to the understanding of function, purpose and significance
• showing the sensory aspects of sound, sight, feel and smell
• illustrating technological, social and/or economic change
• preserving significant function
• preserving or rediscovering traditional skills associated with the fabrication,
operation and repair of working objects
• inspiring and sustaining an interest in science, industry, engineering, history
and/or museums

2.2.2 Risk Factors
Risk factors which must be considered are:
• possible loss of historic information, including significant evidence of use,
during restoration to working order
• potential replacement of original parts or alterations of original design for
operational or health and safety reasons and regulations or through wear
caused by operation
• potential difficulty in determining originality of parts or original appearance
• increasingly unavailable historic materials and craft skills making accurate
reproduction of parts or appearance difficult or impossible
• potential deterioration of historic fabric caused by the substitution of modern
materials and techniques
• potential increased deterioration of historic fabric caused by uncontrollable
operational environments, particularly outdoors, or through accident,
inappropriate use or abuse or insufficiently trained operators
• insufficient resources allocated to restore an object to working order or to
completing the project as a result of underestimating needed allocation,
escalating costs, project shortfall or changing priorities and long-term plans.
• imbalance of resources required to maintain and demonstrate the working
object and to train the operators against the return in benefit to the museum
in terms of public interest or educational value.

�•

3.

non-refundable costs of minimising risk through loss or damage to an working
object as the museum may not be able to find the resources to purchase
commercial insurance (see Appendix B)

SELECTION PROCESS
3.1
•

•

•

Curatorial, Conservation and Information
Assessments:
The Curatorial Assessment will be the responsibility of the relevant curator,
with input from the chief Curator or the relevant Head of Collections, and will
define what the object is and what its function(s) were/are. It will fully detail
an object’s history and provenance and will include research into similar
objects to enable comparisons of rarity, condition, integrity and interpretive
potential.
The Conservation Assessment will be the responsibility of the relevant
Conservation Manager and will focus on the material(s) of the object and its
condition and functionality. It will include a description of the physical fabric
and function(s), analysis of samples as required, identification of alterations
and an appraisal of the wear level(s). It will outline the resource implications
for treatment, maintenance, environment, security, health &amp; safety
regulations, access, exhibition, storage, handling and object movement, with
input from relevant museum departments (see Appendix A).
The Information Assessment will be the responsibility of the Registrar and will
assess the issues of indemnity and insurance and the financial and legal
responsibilities of the museum.

3.2. Statement of Significance
A statement of significance, drawn from the curatorial, conservation and information
assessments, will give a reasoned clear summary describing the values, meaning
and importance of the object. It will include:
•
•
•

cultural significance- context, history and uses
significant values- aesthetic, historic, scientific, social, spiritual
significant alterations, modifications and repairs

It will be the responsibility of the relevant curator to produce the statement which will
be a formal document retained as part of the historic record of the object, filed in a
format designated by Collections Documentation.

3.3

Conservation Objectives

The conservation objectives, based on the conservation assessment, will outline all
aspects of the object’s care and use, so that treatment and operation does not
compromise the significance of the object
•

The level of operation acceptable for the object’s preservation will be
established:
o no operation

�o
o
o
o
o

mothball, shutdown or freeze
minimal operation- for maintenance purposes only under tightly
controlled conditions
low levels of operation for occasional demonstration under controlled
conditions
medium levels of operation for infrequent demonstration under
medium controls
high levels of operation for regular demonstration

•

The appearance objectives appropriate for the object will be defined.

•

The proposed future use will be determined:
o permanent display, including demonstration on or off-site, visitor
access or static exhibit
o long-term loan for operation or demonstration
o temporary display, including demonstration, visitor access or static
exhibit
o storage

The conservation objectives will be an itemised Conservation Management Plan
produced by the relevant Conservation manager/ Conservator and will be used to
inform the treatment plan.

3.4

Treatment Plan

The treatment plan will establish all potential options to satisfy the conservation
objectives including:
•
•
•
•
•

•

alterations required for compliance with regulations, including removal of
hazardous materials
preservation of internal components
safety and stability of the object
works to achieve appearance
replacement of like with like or with modern materials, and conservation,
retention or disposal of original components depending on an assessment of
their significance
use of traditional skills or modern methods for repairs and replacement
manufacture

The treatment plan will determine the resources required for all the treatment options:
•
•
•
•
•
•
•

skills
equipment
materials
space
continued availability and commitment of resources
projected maintenance including tasks, schedules, costs, skills and supplies
future sources of suppliers

The treatment plan will identify the options for operation and display and/or storage
with details of space, resources and logistics included for each option.
The final stage of the treatment plan will be to select the approach to be
implemented after review of the options. This review will be undertaken by the initiator
of the proposed project, the relevant curator, the relevant Conservation manager and
the Registrar. Resource considerations, both for achieving and sustaining the
decision, will be a priority.

�The Treatment Plan will be included in the Conservation Activity in MMXG.
The final decision will be endorsed by the appropriate museum executive managers
(Appendix A) and the justifications for the decision will be a formal document retained
as part of the historic record of the object.

3.5

Treatment Implementation
The treatment implementation will include both the treatments as specified by the
Treatment Plan and the production of an Operating and Handling Guideline and
Inspection Record and Maintenance Plan.
The Operating and Handling Guideline will include:
•
•
•
•
•
•

parameters and limits of operation
operation methods
authorised operators and required training
operation logbook template
moving and handling instructions
identified hazards

The Inspection Record and Maintenance Plan will include:
•
•
•
•
•

inspection plan and schedule
maintenance plan and schedule
specified fuels and lubricants
the treatment plan decision to replace like with like or with modern
alternatives
inspection record and maintenance record templates

�4.

OPERATION

The Operational Logbook, produced as part of the Operating and Handling Guideline, and
the Inspection and Maintenance records, based on the Inspection Record and
Maintenance Plan, are to be rigorously kept and updated throughout the object’s working
life and the documents retained as part of its historic and technical record.
Resources, allocated as determined in the treatment planning, will ensure that the
Inspection Record and Maintenance Plan can be carried out as specified. Where
adequate resources cease to be available for ongoing maintenance, necessary repairs or
legislated modifications, a review of the operational plan will be held.
Periodic reviews will also be undertaken to determine whether an object should continue
to be operated, whether the operation should or must, by reason of changing regulations
or legislation, be modified or whether the object is no longer suitable for operation.
A project manager or project owner will be given the responsibility for the programme for
continued operation of the historic object and will conduct the reviews consulting with all
relevant stakeholders,
The programme and methodology for operating an object will not be modified or altered
without review.

4.1

Records

Treatment and operating records will be kept in these formats:
•
•

•
•

Initial and on-going object treatment in the Conservation Activity in MMXG
Up-to-date maintenance record in the Working Object Database,
Conservation Server which can then be linked to MIMSY as a separate MS
Excel file. This file can be retrieved and edited inside MIMSY or
independently as a common MS Excel file.
Maintenance history in the hard-copy Logbook held in the object’s green file.
Where there is a statutory requirement for a specific format of record this will
be adopted as the standard for NMSI record keeping (for instance a Rail
Vehicle Maintenance &amp; Operation Policy)

�APPENDIX A
Selection Management Teams:
The Science Museum

•

Science Museum Policy and Operations
Committee:
Chief Curator
Head of Conservation &amp; Collections Care
NMSI Head of Corporate &amp; Collections
Information
Head of Library &amp; Archives
Security Manager

The Conservation Assessment will be the responsibility of the relevant
Conservation Manager, with input from Logistics, Security and the Collections
Hazards Management Group.

The National Railway Museum Collections Development Group:
Head of Knowledge &amp; Collections
Senior Curator Rail Vehicle Collections
Engineering &amp; Rail Operations Manager
Registrar
Curator of Railways
Curator, Archive &amp; Library Collections
Learning Manager
Professor of Railway Studies
•

The Conservation Assessment will be the responsibility of the Conservator
and/or the Engineering &amp; Rail Operations Manager with input from the Senior
Curator, Rail Vehicles Collections; Head of Knowledge &amp; Collections;
Collections Development Group.

The National Media Museum

Collections Group
Head of Collections &amp; Knowledge
Conservator
Collections Manager
Curator of Photographs (x2)
Curator of Photographic Technology
Curator of Cinematography
Curator of New Media
Curator of Television

•

The Conservation Assessment will be the responsibility of the Conservator
with input from the Collections Manager, relevant subject Curator, Head of
Collections &amp; Knowledge and the Collections Hazards Management Group.

�APPENDIX B
The factors which must be considered before proposing to
operate an object on loan in:
Collections Registration must be consulted before any object on loan in is considered for
operation.
The owner’s approval will have to be sought and obtained in writing. In the case of some
historic loans, it may prove difficult or impossible to identify a current owner.
The Government Indemnity Scheme does not cover loss or damage arising while objects on
loan are driven, piloted, flown, sailed, ridden, operated and so on unless the Secretary of
State has given specific written approval permitting indemnity to apply while a borrowed
object is in motion or exhibited as a working display or while it has to be set in motion in order
to maintain it in running order. Written approval must be sought from the Secretary of State
before the object is operated but the Government Indemnity Scheme does not cover loss or
damage arising or flowing from normal wear and tear.
Resources must be allocated from a pre-determined budget in order to care for a borrowed
object during preparation for/and operation by purchasing commercial insurance. Commercial
insurance may only cover the asset value of the object in the event of loss or damage and not
the losses due to repair, restoration or operation.

�APPENDIX C

Research Documentation and Reference Material
Bailey M and Glithero J, ‘Learning through Conservation: The Braddyll Locomotive Project’ in
Proceedings of the Industrial Collections Care and Conservation Conference (United
Kingdom Institute for Conservation, Cardiff, 1997).
Bailey M and Glithero J, The Engineering and History of Rocket (National Railway Museum,
2000).
Bailey M and Glithero J, ‘Learning through Restoration: the Samson Locomotive Project’ in
Early Railways (London, 2001).
Baird, David M., “Restoration in Transportation Museums”, Preservation and Conservation,
Yearbook of the International Association of Transport Museums, Volume 7, Gdansk 1980,
pp.78-85
Barr, Joanna, “The Conservation of Working Objects: Development of a Conservation
Management Tool”, Artlab Australia 2006
Bracegirdle, Robert, “Preservation of Public Service Transport Vehicles. The Problems of
Keeping Vintage Vehicles in Running Order”, Yearbook of the International Association of
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Brodie, Francis E., “Clocks and Watches, A Re-Appraisal?, Restoration: Is It Acceptable?,
British Museum Occasional Paper 99, ed. A. Oddy, 1994, pp. 27-32
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It Acceptable?, British Museum Occasional Paper 99, ed. A. Oddy, 1994, pp. 139-143
Coulls, Anthony, “Conservation or Restoration? there’s room for both!”, www.oldglory.co.uk,
October 2002
Crotty, David, “Aeroplane or Artefact? Restoration and Conservation of Aircraft”, hands ON
hands OFF, Scienceworks, pp.16-19
Deck, Clara, “Conservation of Big Stuff at The Henry Ford: past, present and future”, The
Henry Ford Museum, BigStuff unpublished proceedings, 2004 (available BigStuff website)
Gibbon, R., “Controlled Operation or Wrecking? The Use of Objects from the National
Railway Museum’s Collections”, Industrial Collections, proceedings of the conference 911April, 1997, pp.17-25
Leskard, Marta, “Fair Use: National Museum of Science &amp; Technology”, International Institute
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McManus, Edward, “A Restoration Philosophy: A Conservation Position Paper” National Air
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Mann, Peter Robert., “Working Exhibits and the Destruction of Evidence in the Science
Museum”, The International Journal of Museum Management and Curatorship, 1989, pp. 369387

�Mann, Peter Robert, The Restoration of Vehicles for Use in Research, Exhibition and
Demonstrattion”, Restoration: Is It Acceptable?, British Museum Occasional Paper 99, ed. A.
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conservator’s experiences”, BigStuff unpublished proceedings, 2004 (available BigStuff
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Conservator, Number 23, 1999, pp. 11-21
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BigStuff website)
Wain, Alison, “Large technology projects- success and sustainability”, Australian War
memorial, BigStuff07 unpublished proceedings, 2007, pp.12-15
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the International Association of Transport Museums, Volume 7, Gdansk 1980, pp.21-34
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White, John, “Conservation and large technological aretfacts: a curatorial perspective”,
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                    <text>Historical trains invaded by fluffy stuff.
Mould issues in six historical train interiors:
treatment and follow-up.

Kaat Sneiders
Marjolijn Debulpaep

kaat.sneiders@kikirpa.be
marjolijn.debulpaep@kikirpa.be

Royal Institute for Cultural Heritage (KIK-IRPA)
Preventive Conservation Unit
Conservation-Restoration Department
Parc du Cinquantenaire 1
1000 Brussels
Belgium
www.kikirpa.be

After their extraordinary history, six magnificent train wagons lie in a workshop declared unusable by
the fire department. The owner decides to hermetically seal the wagons against light and - capital
mistake – heating as well.
This awakens incubated populations and they infest every nook and cranny of the interiors. The
organisms play a double role: of aggressors and of saviours. Saviours because this prodigious
infestation so alarms experts that a conservation project is ultimately launched. The wagon doors are
thrown open and we - the Royal Institute for Cultural Heritage in Brussels (KIK-IRPA) – become the
next witnesses to this unique heritage.





The interiors of two historical train wagons From left to right: 1901, 1901 and 1905
© KIK-IRPA, Brussels

The interiors of four historical train wagons From left to right: 1939 – 1912 – 1939 – 1939

�Introduction
Six unique historical train interiors that belong to the cultural heritage of the National Railway
Company of Belgium (SNCB) were affected by mould about five years ago. This mould problem
arose due to a combination of poor storage conditions and rash decisions. Four of the six carriages are
still in the workshop that was rejected as unusable by the fire department a few years ago. The
personnel were transferred, meaning that surveillance was at risk: this was in fact why the carriages
were totally sealed. The heating in the workshop was also switched off after some time and this gave
rise to grave moisture problems: a veritable paradise for mould.
The SNCB‟s prestigious project “Train World” (Belgian national museum), where two of the six
carriages were to be the showpiece at the end of September 2015, forced a reassessment, and the
realisation of the need for decontamination and conservation quickly provided the required impetus.
The concerned department within the SNCB started looking for a solution. Should they “clean” the
unique articles using their own personnel, or should they obtain advice from external specialists?
At the end of 2012, the SNCB took the plunge and commissioned the preventive conservation unit of
the KIK-IRPA to carry out the job. Two years earlier, the SNCB had itself refurbished a wagon under
an international loan-for-use arrangement. That they nevertheless contacted the KIK-IRPA to tackle
this problem, demonstrates a new approach to handling their historical heritage.
An in situ visit quickly revealed the complexity of the problem and the approach to it. The storage
location was poorly equipped.1 Concrete decay, holes and leaks in the roof made the professional
preservation of such train interiors impossible. The owners of the SNCB were aware of this, but
shifting the trains was obviously not an option, considering the absence of good storage spaces within
its own organisation. Shifting carriages that had not been in operation since 1976 would also be a very
cumbersome and risky move. The explosion of mould growth had therefore to be stabilised in situ and
had to be combated with a thorough-going approach.
Of course, a second problem was related to the complexity of this type of heritage: large objects
(wagons) containing small, often difficult to access object parts (compartments), with a multitude of
different types of materials (wood, marquetry, paintings, textiles, glass, ceramic materials, metal,
linoleum, etc.). It would be impossible to find one single specialist who would have all the required
knowledge of the materials involved in this contract. A comprehensive interdisciplinary team would
now have to look for a solution in close collaboration with each other.
The report of our first site visit described our vision of the future approach, and presented a concrete
plan of action. In view of the complexities involved, the SNCB requested us for a meeting with all the
concerned managers to provide the required clarifications and explanations. During this key moment,
KIK-IRPA made it clear that we should no (longer) approach the trains as a functional object, but as
historical heritage. We were requested to coordinate the decontamination project. Before we could
start on this contract, we emphatically underlined the crucial importance of care after the work had
been executed. Something that is unjustly often overlooked. The large budgets that would have to be
cleared for coordination and execution were of such magnitude that it would be irresponsible not to
take these observations into account. Efforts toward ensuring better internal conservation and
management in the future, and looking for a new storage location for the carriages was our
precondition for further collaboration.

1

Building class 3 – building-type: non-isolated more or less closed (steel)constructions – climate class C/D (ASHRAE
2007): Ankersmit B., Klimaatwerk. Richtlijnen voor het museale binnenklimaat, Amsterdam University Press 2009, p. 28
and 87.

p. 2 / 20

�With the start of the climate measurements in the depot and the wagons, we made our offer, based on
work phases. We formulated a detailed procedural sequence comprising five major phases, distributed
over nine months:

1.
2.
3.
4.
5.

Stabilising the extent of the mould attack
A detailed preliminary study
(Mechanical) removal of the mould: conservation of the interiors by an external firm
Follow-up of the renovation of the exterior of the carriages
Risk analysis relating to the preservation and future storage location of the carriages
Month
1

Month
2

Month
3

Month
4

Month
5

Month
6

Month
7

Month
8

Month
9

PHASE 1
Dehumidification
PHASE 2
Taking samples of the
mould
Documentation prior to
treatment condition reports
Cleaning tests
PHASE 3
Drafting specifications
Award of the contract
Kick-off meeting
Tests: Cleaning
Fixation
Treatment proposal
Training moment
Treatment
Evaluation and final delivery
Reporting
PHASE 4
PHASE 5
Site visits
Collection of information
Measurements
Report recommendations
Relocation of four
carriages



Initial list of the planned work

At the start of the project in April 2013, we had planned for a duration of nine months for the entire
project. Its complexity - but more significantly the cumbersome structure within the SNCB, ensured
that we suffered massive delays. Two years later, the project is still not fully complete. Two of the six
carriages have been shifted to Train World and a solution is still to be found for the remaining four.

Phase 1: Stabilising the extent of the mould attack
The exponential mould growth had to be slowed down immediately. In January 2013, we commenced
an initial emergency intervention in which air circulation was generated inside the trains. The
compartment doors and the small swing windows were opened. Apart from ventilation, the relative
humidity (RH) in the carriages also had to be brought down to below 60%, a critical limit for mould
growth.2

2

http://www.conservationphysics.org/arnemag/arnemagn1.php

p. 3 / 20

�

The first climate measurements were conducted in the depot between 12/04/2013 and 24/05/2013

The dehumidification with strict climate control was carried out in collaboration with the external
firm BEPA (via public tender). In view of the long term exposure of the interior elements to a humid
climate (around 72% RH), the dehumidification had to be carried out with all the necessary caution.
The RH had to be reduced by a maximum of 3% per 24 hours, in order to allow the climate-sensitive
materials and objects within the carriages the time to adjust.
The RH in the carriages was gradually reduced from 73.5% to 53% over a span of 30 days. 53% RH
was taken as the setting point and the average value was selected since in all probability this would
reduce the risk of mechanical damage to the most vulnerable textile materials, veneer, modern
materials, etc... First, the dehumidifiers were adjusted to lower the RH value, by 3%, every four days.
From 60% onwards, the RH fell by 1.5% every four days. After reaching the target value of 53% RH,
it had to be maintained, and ventilation and a constant air flow became extremely important.
During the dehumidification, we also checked the mould activity by taking mould samples at various
times. Although we always found positive mould activity, there was lower germination of the mould
spores in each case. In the beginning, germination was found even after two days; after 10 months of
dehumidification, germination was only found after every three to four days. The conclusion that may
cautiously be drawn from this is that the dry atmosphere had its effect on the mould activity.3

3

Brokerhof, A. , Van Zanen, B. &amp; den Teuling, A. 2007, Fluffy Stuff: Integrated control of mould in archives, Instituut
Collectie Nederland, Amsterdam; Guild, S. &amp; Macdonald, M. 2003, Mould prevention and collection recovery: Guidelines
for heritage collections, in Technical Bulletin 26, Canadian Conservation Institute, p. 23.

p. 4 / 20

�Phase 2: A detailed preliminary study
General
The complicated and comprehensive project made an extensive preliminary investigation absolutely
necessary. Many questions had to be answered before a real beginning could be made. How extensive
was the damage? Was there only surface mould? What were the potential treatment methods that we
should opt for? Who would be able to take up the contract, and to whom should it be assigned? A
professional cleaning company or a conservator-restorer, a train technician, etc.? How must this
cleaning contract be approached and executed? Should we partially approach the carriages as a
functional object that should be dismantled and repainted, or as a work of art in which there would be
minimum intervention, and reversibility would be a top priority? Were there still other (ancillary)
problems that might arise due to the high relative humidity? What about having a better storage
location and aftercare in the long-term?
We realised that the management, conservation and presentation of historic rolling stock was by no
means an easy task, but we did not doubt the premise. The wagons were no longer functional objects
but part of historical heritage, in which the authenticity of the material was central. This appraisal
determined the approach to the task.
Air analysis and photographs
At the start of the preliminary study, the climate in the depot and in other carriages was continuously
monitored and thereafter analysed and interpreted. The results of mould samples and air analyses were
mapped. The air analysis made it clear that the mould growth had assumed great proportions. The
concentration of mould spores in the air (number of viable units per cubic metre or UFV/m³) was far
above normal values in some cases. Where 800 UFV/m³ is the standard, a value of 1,500 UFV/m³ was
found in some compartments. Individual protection in the carriages was extremely important!4
The KIK-IRPA photographers photographed the interiors extensively. The mould growth was also
documented in detail.



Mould growth in the sleeping compartments (mattresses)
Working photos. © KIK-IRPA, Brussels

4

Disposable half face respirators with the finest filter quality (FFP3), nitrile hand gloves and cleanroom overalls with hood
and Tyvec boot covers.

p. 5 / 20

�

Mould growth on a brolly sheet



Mould growth on the linoleum floor under a bed

Condition reports
We drew up detailed condition reports for each carriage and compartment. These reports stated the
degree and the location of the mould attack in each case and ultimately provided a clear picture of the
degree of contamination. With the information from the preliminary investigation, we then drew up a
detailed treatment plan.



Page from the condition report: the colours represent the degree of mould attack, with red
representing the most severely affected areas, while orange represents the moderately affected areas

Cleaning tests
We conducted in situ tests of cleaning products and methods with a team of ten conservator-restorers,
each specialising in their own disciplines (glass, textile, wood, metal, painting, modern and ceramic
materials). These indicated how stubborn the mould was and how it could be removed.

p. 6 / 20

�

Restorers with protective clothing at work during cleaning tests Working photos. © KIK-IRPA, Brussels

After one day of in situ work, we realised that the method of working was more complicated than had
earlier been imagined: what about the direction in which work would be conducted within the trains,
how should the extremely fragile materials, carpets and corroded metals be handled? How were
movable objects such as mattresses, sheets and blankets to be treated? Consistently working according
to a well-defined and fixed method appeared to us to be of crucial importance.
Material

Method

Material

Solvent

Observations

Dry cleaning

Swab

/

Good result, the
entire
mould
infestation and the
starting layer was
removed
after
cleaning; during the
cleaning,
the
necessary pressure
had to be applied to
the material
Labour-intensive

1.2

Dry cleaning
+ disinfection
with ethanol

Swab

Ethanol

Good
result;
somewhat better than
(1.1)

1.3

Wet cleaning
with ethanol

Swab

Ethanol

Good result; several
repetitions required
to
remove
the
residue;
faster than (1.1) and
(1.2)

1.1

Metal



Example of cleaning tests on metal, with photograph Working photos. © KIK-IRPA, Brussels



Detailed photographs: some examples of cleaning tests on metal, linoleum and wood/marquetry

p. 7 / 20

�Procedural strategy
Based on a procedural strategy, we therefore laid down certain requirements:



For each material present, we required a conservator-restorer with the relevant
specialisation



We emphasised mechanical and dry cleaning for the removal of the general surface
mould. We used wet cleaning and disinfection wherever possible and necessary.



General wear and tear through use had to be respected.



Only in case of material loss with heavily corroded or damaged objects was additional
conservation permitted. Coffee stains, water damage, impact damage, etc. were not to
be restored, removed or retouched.

In the preliminary study, we envisaged that a full team of conservator-restorers would have to work in
every carriage. But five conservators simultaneously working in a small sleeping compartment of
3m2, was found to be a physical impossibility. Interdisciplinary and cross material work was the only
solution. Each team member was required to train his colleagues according to his specialisation. Each
specialist remained liable for his material type throughout the term of the contract.
Follow-up
Neither the carriages nor the interiors could be dismantled. We therefore had no idea what lay behind
the walls and under the floors. After removing the surface mould and after disinfection (for example,
of metal, glass, ceramic materials, etc.), the carriages would never be fully mould free. Coordinating
and following up the execution thoroughly seemed to be the only thing that the project coordinator
could control. Apart from follow-up, the success of the handling of a mould infestation of this
magnitude also depended on the precision and the goodwill of the conservator-restorer and his team.
Will the restorer, after working for four months in difficult circumstances, maintain concentration and
carefully vacuum clean one spot in various directions?
From preliminary study to tender specifications
In order to reduce the risk of unrecognised and inexperienced conservator-restorers, we employed
strict contract award criteria when describing the public contract (issued by the SNCB). In the tender
specifications partially drawn up by us, the contract award criterion of „quality of the execution
proposal‟ was set on par with the contract award criteria „price‟. Companies that did not score well on
the quality component were thereby excluded from further participation.
The entire contract was sub-divided into six different lots. Each carriage was treated as a separate lot.
The small firms or associated conservator-restorers could also participate. We thought this to be
important because we felt that communication with a small company would be easier for us and
would take place on a less „commercial‟ footing than would be the case with a large firm. Here as
well, we had to revise our initial conception. Ultimately, this consideration was found insignificant
and a large firm was awarded the contract.

p. 8 / 20

�Smoke generator treatment
In order to tackle the problem of our inability to totally clear the mould from the carriages, we looked
for a method/agent with which we could disinfect the carriages in bulk. Through colleagues, we found
out about using smoke generating canisters.5
Smoke generator treatment involves exposing moulds in a particular area to smoke containing the
fungicide Imazalil or Enilconazole. The advantage of the smoke generator method is that large rooms
of up to 50m³ can be treated at one go, without having to manipulate each object separately.
Furthermore, smoke generating canisters are used in the animal world for the prevention of the
Aspergillus infection, which is of the same mould species as the one found in the wagons.
All these advantages encouraged us to investigate whether smoke generating canisters could be used
to make the train interiors mould free. A test phase was introduced around the following questions:



Is a residue left behind after the test?



Can the smoke kill mould even in difficult to reach places?



Does the smoke generating canister cause any irreversible damage to the interior of
the carriages?



Smoke generating canister in operation during a test in a compartment of a carriage

The smoke generating canister was tested in a small and closed part of a carriage. (see fig.) Before
lighting the wick, ARA kit (swab) samples of the mould were taken from various places in the test
zone. After the smoke test, samples were taken again.
The visible precipitate that was left behind after the test was negligible. The mould sample showed
that the smoke generating canister had been effective. The samples that had been positive before the
test, showed negative results after the smoke generator treatment. Furthermore, no visible damage
such as discoloration, shrinkage or expansion of timber, or heat spots was seen. Possibly, the
precipitation was less visible due to the already existing layer of dust, dirt and mould.
The smoke generating canisters had so far been found to produce positive results. The mould
completely inactive, thereby reducing the risk of re-infestation. Further, more thorough laboratory
research into the composition and effect of the residue was planned as our next phase. 6
Unfortunately, the „Clinafarm Smoke‟ smoke generating canister was transferred from one
pharmaceutical company to another in late 2012. As soon as the stocks of Clinafarm Smoke were
5

Smoke genereting canisters are manufactured for veterinary applications, more particulary for use in pens to kill pathogenic
mould. The composition can be found in the Clinafarm Smoke™ directions for use.
6
The same questions have to be raised for the use of smoke generating canisters in archives, sacristies, etc. For contaminated
manuscipts for example, the risk of deposition can not be accepted.

p. 9 / 20

�exhausted, it could not be found anywhere. A change in the registration following the company
takeover was the reason for this. As a result, we were unable to use smoke generating canisters
anymore and its use for cultural heritage had to be placed “on hold”. We hope to resume this research
during 2016, as soon as the change in the registration is completed.
Phase 3: (Mechanical) removal of the mould: conservation of the interiors by an external firm
The external firm - Helicon Conservation Support - specialising in preventive conservation and
calamities was awarded the entire contract. The collaboration between this external (service) provider
and the KIK-IRPA commenced on 1st October 2014. During the kick-off meeting, the terms of the
contract were clearly defined: the team, the planning and the treatment were discussed and we
established the delivery protocol in order to prevent misunderstandings.
Work could finally be resumed! The appointed conservator-restorers, who were from various
disciplines, investigated the interiors in situ. They started testing their own cleaning tests. They
proposed a treatment for each material that was in line with our cleaning tests. A transfer of materials
knowledge between the various restorers and the ultimate group of executing contractors took place.
The carriages were taken up by a permanent team of three highly enthusiastic conservator-restorers.
The same method was consistently used for the six carriages: from top to bottom (from the ceiling to
the floor), compartment by compartment and together in the direction of the ventilation flow of the
dehumidifiers. They started work wearing full protection, equipped with a museum vacuum cleaner
with HEPA filter7, a small bristle brush and a micro-fibre cloth. They cleaned the same surface several
times and in various directions. Modern materials such as linoleum, plastic, Bakelite and rubber were
dry cleaned or cleaned with demineralised water. Hard materials such as metal, glass and ceramic
materials were disinfected with alcohol. Difficult to reach places such as behind ventilation grilles and
heating elements were disinfected using an alcohol mist.
The practical work in the carriages lasted six months, of which one month went into preparatory work
and one carriage every two weeks to three weeks.
Unforeseen problems
The time between the preliminary investigation (April 2013) and the ultimate start of the work
(October 2014) was 18 months. Other biological infestations developed as they had had the time to
grow.
The few moths that we found in April 2013 had multiplied during the 18 months. They had been
feasting on all the rich textiles, particularly the carpets. This deterioration was primarily to be found
under the beds and in difficult to reach places, due to which this problem was difficult to detect. As a
result of the insect damage, the top layer of the carpets was in a fragile state. (see next fig.)

7

HEPA stands for Hith Efficiency Particulate Air filter of High Efficiency Particulate Absorbing filter. It applies to every
appliance that is capable of filtering at least 99,97% of the absorbed particles with a diameter greater than or equal to 0,3µm

p. 10 / 20

�

Holes caused by moth damage



Mould attack

In view of the impairment and the risk of material loss, the carpets were not vacuumed immediately. It
was decided to dismantle the carpets and to remove them from the carriages. A deep freeze treatment
became necessary, as well as a more extensive conservation.
The entire team evaluated the moth problem, and decided not to use major pesticides such as gassing
at this stage. With the winter period on the horizon, the activity and productivity of the moths was
expected to reduce considerably. In addition, the cleaning of the interiors would possibly halve the
moth population. A good and strict check-up of the interiors after the cleaning would turn out to be of
crucial importance.
Gamma radiation or deep freeze drying?
The executing contractors requested us for permission to use all gamma radiation on all the movable
objects that were vulnerable to mould and moths. We were reluctant because after treatment, the
objects would be returned to a non-irradiated area and could have adverse effects such as fibre
attenuation (and accelerated aging) – something that could not be underestimated.8
In consultation with the executing contractor, we took a decision to use gamma radiation on some of
the mattresses that remained unseen during the inspections. The mattresses were heavily contaminated
on the outside (see fig. p.5), but we were unable to view the condition of the interior of the same. All
mattresses were again to be packed in kraft paper and cloth, after treatment – according to the
original. Protected from air, light and ventilation, they would also continue to remain unseen during a
future inspection round. The risk of the re-emergence of the mould attack was very high. The fact that
a deep freeze treatment cost almost as much as the gamma radiation treatment, was another significant
reason. The fragile carpets on the other hand would have to be freeze dried.

Ventilation flow
All movable objects were removed from the carriages to the extent possible, and treated in the
external restoration workshop of the executing contractor. The emptying of the carriages increased
8

Havermans, J., Hadeel, A.A. &amp; De Bruin, G. 2005, Gammastralen contra schimmels: Een gezonde oplossing voor
bedreigd archief- en bibliotheekmateriaal, in CR: interdisciplinair vakblad voor conservering en restauratie, p. 35-37.

p. 11 / 20

�the workability in the small train compartments. The ventilation flow of the dehumidifier that
extended from one end of the carriage to the other, was thereby increased. (see the diagram below)
When removing the mould, a good ventilation system was found to be extremely important. The
executing contractor proposed the creation of three zones within the ventilation flow. A clean zone, a
working zone and an infected zone. The clean zone was the zone that had been disinfected and
cleaned, and entry into it after completion of work was prohibited. In the working zone, work was
ongoing, and it was the location where all the required materials were stocked. The infected zone was
the only access route to the working zone, and the untreated area was part of the workflow.

Carriage

Dehumidifier



Entrance of the pulse tube of the
dehumidifier to the carriage



Diagram of the ventilation flow in a carriage:
red represents the pulsed air, blue represents the
discharged humid and contaminated air

Phase 4: Follow-up of the renovation of the exterior of the trains
The two carriages that had to be sent to „Train World‟, had to be worked on along the outer side. Dust,
mould, grime and rust had to be removed. The SNCB decided to do this part of the work itself. The
wagons delivered were to be disconnected from their dehumidifiers and shifted to a clean workshop
without climate control in order to be worked on by the train mechanics. This caused us some anxiety.
After measurements, the workshop was found to have an ideal museum climate of 19°C and 50% RH.
Through intensive communication with the mechanics and technicians, we worked again on mental
reorientation. These historic carriages could not be treated in the same manner as present-day
carriages, and aggressive cleaning agents were to be avoided. Thus for example, the textile exterior
walls had to be cleaned with a vacuum cleaner with HEPA filter, and parts that were contaminated by
mould had to be disinfected with ethanol. The roofs of the trains were repainted in their original
colours.

Phase 5: Risk analysis relating to the preservation and future storage location of the carriages
Rolling heritage is not simply to be placed in some forgotten corner of a depot. These mastodons not
only require space but also the maintenance they deserve as historical heritage.

p. 12 / 20

�The SNCB is struggling with lack of space and has no suitable depot available to it. In addition, it
does not (as yet) have a professional team dedicated to taking care of historical carriages. Two of the
ills that plague the heritage sector cropped up: absence of space and of money.
For this reason, we prepared an extensive advisory report in which we described the general collection
requirements. We wanted to establish a clear view of what an ideal depot for such carriages should
look like, and the criteria that the owner should apply when looking for a new storage location. We
drew up a list of collection requirements, based on the most significant risks and hazards - the ten
well-known agents of deterioration9. Everything was defined: at the level of the location, the building,
the storage space, the carriages themselves, and the conservation policy. With the ten agents in the
backs of our minds, we succeeded in defining general collection requirements, and action points for
the long-term preservation of the carriages. Climate, ventilation, contamination, light, maintenance,
inspection and safety were discussed.
In view of the mould problem, we were of the opinion that climate (but especially high RH) shall
always be the greatest damage-causing factor. In case of poor climatological conditions, there is a
great risk of new mould explosions. With the help of small tips and action points, such as isolating
doors, connecting a heating system, moisture buffering, etc., it is possible to achieve some
improvement in their existing depots.
The effect of light should also not be underestimated. Many materials in these carriages are extremely
sensitive to light: wallpaper, textiles, carpets, upholstered furniture, natural rubber, veneer, pine, etc.
A good museum lighting system tailor-made to the requirements must be ensured in Train World. An
attempt was made to find our golden mean between maximum permissible luminance and aesthetic
lighting requirements, in collaboration with the designers. We proposed the use of motion detectors in
the museum, customised according to the lighting in the trains. Preconditions were laid down for
access to the public and personnel and for the staging of events in the compartments.
We looked for suitable and budget-friendly solutions for shutter ventilation and contamination.
A maintenance and inspection plan was worked out. The better future preservation of the carriages
primarily depends on the employees responsible for the same. Windows, doors, tables and floors
cannot simply be cleaned with standard cleaning products. Through regular inspections, it will be
possible to prevent calamities and limit damage to materials. Special attention should also be given to
a future Integrated Pest Management plan.
In spite of our efforts to moderate the advisory report, it was still seen to be ambitious. But as a result
of this report and the intensive collaboration of two and a halve years (SNCB and KIK-IRPA), we
were requested to provide aftercare through monitoring and inspections for at least one year.
The climate in Train World shall be evaluated and wherever necessary, adjusted. We shall prepare a
clear sequence of operations for the maintenance and inspection rounds. The sensitisation will be
increased through the request to arrange for training of some staff members of the SNCB and Train
World so that they can gradually take over the task of aftercare.

9

Preventive Conservation and Agents of Deterioration, in Canadian Conservation Institute: https://www.cciicc.gc.ca/resources-ressources/agentsofdeterioration-agentsdedeterioration/index-eng.aspx, accessed 06/08/2015.

p. 13 / 20

�Conclusion
Our collective victory: the two wagons in Train World are literally "on the right track." Their
refurbished interiors and the exterior are now ready for viewing by the public. At present, minute
attention is being paid to maintain a stable climate in the preserved interiors of the four other wagons.
Despite the fact that four of the six unique carriages are still stored in the undersized and unsuitable
depot, we are hopeful for the future. The SNCB has a strong will to take better care of its carriages
from now on.
The heritage factor was decisive for the treatment methods, but also for the future carriage storage
requirements. It also substantially affects the maintenance plan for the trains.
It is not just our SNCB colleagues of the “Historical Heritage” department who have to convince their
cumbersome bureaucracy and governing boards of the need for a more object-oriented conservation.
We as well have had to engage in a constant balancing act – in the opposite direction. As conservatorrestorers, we were forced to consider a more global approach. The size of these Big Stuff objects and
the complex approach to the mould catastrophe compelled us to find a middle path between both
viewpoints. The project also evidenced many points of resemblance with the preservation of historic
interiors in buildings as with the treatment of artefacts.
The inflexibility of a public enterprise of this size delayed matters for us on several occasions - which
can often lead to risky situations for the conservation and management of six trains. Indeed, apart
from concrete factors such as climate and maintenance that cause damage, the greatest risk factor
consists in the bureaucracy and the difficulties experienced in convincing the general governing body.
Nevertheless, three years of collaboration have clearly ensured greater sensitisation and trust –
attitudes that require further nurturing. This is possibly also an ideal moment for the SNCB to develop
official „significance framework‟ for their mobile heritage, which – as part of a policy plan – could
serve as a basis for long-term preservation, one that would be less subject to possible changes in
managing bodies. It is not just these six historic carriages that deserve preservation. The other
representative part of their historical mobile heritage must also be preserved for posterity. According
to the research of the former Instituut Collectie Nederland (Netherlands Institute for Cultural
Heritage, now RCE), such an indispensable significance framework would provide “a strong impetus
for professionalization in the preservation of mobile heritage”.10

10

The ICN conducted a study on the value objectification of mobile heritage in 2005, in close collaboration with
CIME/Stabien and the National Service for Archaeology, Cultural Landscape and Monuments. See Kok, A. 2009 Erfgoed
dat beweegt! Valuation of the Mobiele Collectie Nederland, 2nd edition, Stokerkade cultuurhistorische uitgeverij,
Amsterdam.

p. 14 / 20

�Detailed overview of the work done during the two and a half year project
1.
2.
3.
4.
5.
6.
7.
8.

9.
10.
11.
12.

13.

14.
15.
16.
17.
18.
19.
20.

21.

22.

Development of mould problem within the six historic carriages
SNCB starts searching for a solution: internal or external?
SNCB contacts the preventive conservation department of the KIK-IRPA
Climate measurements by the SNCB at the request of the KIK-IRPA, to provide an initial indication of
the magnitude of the problem
Visit by the KIK-IRPA to the depot and the 6 carriages
First emergency intervention: making ventilation in the trains possible
A preliminary report of the KIK-IRPA establishing the nature of the problem and proposing a plan of
action for the short, medium and long term
Meeting between the SNCB and the KIK-IRPA:
 Discussion concerning the magnitude of the problem and the approach
 An agreement is arrived at between the SNCB and the KIK-IRPA, and the
terms subject to which the KIK-IRPA would accept the project (aftercare
and new storage location)
Proposal: KIK-IRPA as project manager “Intervention in the mould problem.”
A project sequence consisting of 5 phases with quotation, is proposed
Climate measurements in the depot, and in the 6 carriages, over a period of 6 weeks
Drawing up of specifications for the dehumidification of the interiors of the carriages: predetermined
climatological target values + requirements: what must and what should not be done
Comprehensive preliminary study:
 Analysis of the air quality in the carriages
 ARA kit mould sampling from various materials in the carriages, at various
times during the course of the project
 Drawing up detailed condition reports. The degree of contamination was
specified with a colour code for each material in the various compartments.
Even apparent damage was described.
 Work photos and professional photos of the train interiors prior to treatment
 Cleaning tests of the various materials (metal, wood, textile, glass, ceramics and
modern materials)
Commencement of the dehumidification process in the carriages: reduction from 73.5% RH to 53%
RH in 30 days
 Phase 1: Fortnightly inspection by the KIK-IRPA, of how the materials had
responded to the climate; climate control by external firm BEPA
 Phase 2: weekly to bi-monthly inspection by the KIK-IRPA, of how the
materials had responded to the climate; climate control by external firm BEPA
Discussions with the train technicians, the SNCB officers responsible for rolling stock, and with
external specialists + international visits to museums and depots with similar collections
Drawing up the technical requirements to be included in the specifications: detailed procedural
sequence for treatment and sequence of the operations + planning
Advising the SNCB concerning the eligibility conditions and contract award criteria for the public
procurement contract
Investigation for asbestos in three carriages by a specialist external firm
Investigation into the use of smoke generating canisters and a smoke generator test in one
compartment of a carriage
Awarding of the contract for “Mechanical removal of mould and removal of dust from six train
interiors” to one external firm
Kick-off meeting with the SNCB, the KIK-IRPA and the external (service) provider: project
definition, procedural sequence for planning and handling, drawing up the final delivery protocol +
practical agreements
Cleaning tests of the various materials by the external conservator-restorers
Fixation and consolidation tests of the fragile materials and thickened paint layers
Discussions concerning the metal corrosion
Discussions concerning and definition of the treatment

p. 15 / 20

�23.
24.
25.
26.

27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.

43.
44.
45.
46.

Knowledge transfer between the various conservator-restorers
Fixing flaking paint layers
Modification of the ventilation system and replacement of the HEPA filters of dehumidifiers
Removable and loose objects (about 366) such as seats, mattresses, chairs, tables, cushions, textile,
etc., removal from the carriages; photographing and drawing up a list of the same, packing and
transporting them to an external restoration workshop
Removal of the carpets from the carriages
Mechanical removal of mould and removal of dust from 6 train interiors by the external team of 3
conservator-restorers
Weekly to fortnightly inspection/site visits by the KIK-IRPA during the course of the work
Bi-monthly inspection of the dehumidifiers and the climate in the carriages by the external firm
Asbestos fibre measurements of the air in the carriages during the work, by a specialist external firm
Provisional acceptance of each carriage after completion of cleaning
ARA kit sampling during the final delivery
Site visit to the external restoration workshop, where the movable objects are to be cleaned
Discussion of the conservation treatment of the exterior of the carriages, carried out by the SNCB +
visit to the workshop
Visit to the “Train World” museum, the new storage location of two of the six carriages
Visit to an external depot of the SNCB: possible new storage location for four of the six carriages
Shifting of two carriages to the external SNCB depot (workshop) for the renovation of the exterior of
the carriages and asbestos treatment
Follow-up of the treatment of the exterior of the carriages by the KIK-IRPA
Shifting of the two carriages to the new “Train World” museum + connection of the same to the
dehumidifiers
Climate measurements and follow-up in Train World and in the two carriages by the external firm and
the KIK-IRPA
Preparation of the more comprehensive advisory report:
 Discussion of the new storage locations
 Analysis of the general damage factors
 Requirements relating to the carriages collection
 Disaster plan

 Concrete recommendations
Completion of the contract: “Mechanical removal of mould and removal of dust from six carriages'
Discussion of the project and the advisory report with the SNCB, the KIK-IRPA and the external
(service) provider: further follow-up, bottlenecks, problems and additional treatments required
Bi-monthly follow-up by the KIK-IRPA of the trains, the depot, the climate, disasters,
Proposal to the KIK-IRPA to take charge of the aftercare of the 6 historic carriages through follow-up,
for at least 1 year:
 Supervision of the maintenance of the carriages
 Inspection of climate, fragile materials, insect monitoring, etc.


Training of the SNCB personnel to enable them to take on the care and maintenance of the
carriages in the future as well

p. 16 / 20

�Acknowledgement
This vast project could only take shape thanks to the efforts and support of many colleagues. Each of
them has been an important building block and we are grateful for their open, valuable and instructive
collaboration.
We want to give a special thanks to the SNCB who commissioned the project and is represented by
Lisa Maesschalck, Sven De Boeck, Greta Verbeurgt and Stéphane Disière. We thank them for their
trust and commitment to continue to search for means and ways to guarantee the long-term
preservation of these heritage objects.
We also thank our colleagues of the preventive conservation unit and of the different restoration
studios of the KIK-IRPA, in particular Hilke Arijs, Dahlia Mees, Fanny Van Cleven and Alessandra
Girardi (intern) for their perseverance and accuracy which has led to a very detailed condition report
and a particularly comprehensive preliminary study.
The following KIK-IRPA conservator-restorers searched with determination for the most appropriate
cleaning methods and products: Fanny Van Cleven, Dahlia Mees, Caroline Meert, Chantal Fontaine,
Jean-Albert Glatigny, Anne-Sophie Augustyniak, Griet Kockelkoren and Elke Otten (from the Royal
Army Museum Brussels).
The photographers of the KIK-IRPA – Jean-Luc Elias and Katrien Vanacker – succeeded in capturing
not only beautiful details of the carriages, but also the grandeur of the interiors. Roald Hayen of the
monuments lab of the KIK-IRPA gave practical advice for adapting an existing depot.
Without the help and knowledge of Jan Bosselaers, Scientific Support Manager at Janssen
Pharmaceutica NV, the test with the smoke generating canisters would not have went that smoothly.
He also introduced us to the world of biomedical science, assisting us in word and deed. Veerle Meul
(Monumentenwacht Vlaanderen vzw) and Lieve Watteeuw (KU Leuven) also shared their
experiences with the use of smoke generating canisters.
Bob Child and David Pinniger, both active in the field of Integrated Pest Management, encouraged us
to think outside of the box to develop a challenging solution for the moth infestation.
A special thanks goes to Paul Henry of the company BEPA who was responsible for the air
dehumidification and climate control in the carriages. He continues to meticulously monitor the
climate in all the carriages.
Without the collaboration of Helicon Conservation Support BV – Frank Kloppert, Jaap van der Burg,
Marjan Deblock, Henk Raap and René Prins – everything would have remained mere theory. During
the winter months of 2014 they worked in the carriages in extremely difficult conditions. They took
this task to heart with a smile and great professionalism.
Last but not least, we thank our Director Ms Christina Ceulemans for her support, trust and
recognition.
Marjolijn Debulpaep &amp; Kaat Sneiders
September 2015

p. 17 / 20

�Academic biography
MARJOLIJN DEBULPAEP is working at the Royal Institute for Cultural Heritage (KIK-IRPA,

Brussels, Belgium) since 2001. As a consultant in preventive conservation, she became
responsible for the preventive conservation unit in 2007. Her experience and expertise are in
the field of conservation and risk management of cultural heritage (complexes of movable
heritage). MA in History of Art and Archaeology, Degree in Conservation-Restoration of
Paintings and professional courses in Preventive conservation, like the 2007 “Reducing Risks
to Cultural Heritage” ICCROM-course in Sibiu and several courses at the Institut national du
Patrimoine in Paris. In 2013 she organized a workshop with Rob Waller on "Assessing and
managing risks to your collection" at the KIK-IRPA and in 2015 she launched the "RE-ORG
Belgium" pilot project.
KAAT SNEIDERS started working in 2013 at the Royal Institute for Cultural Heritage (KIK-IRPA),
where she was assigned as project leader of the long-term Big Stuff project: Conservation of historical
train interiors invaded by fluffy stuff. Kaat has a Master in Conservation of Paintings. Since 2005 she
has worked in the field of active en preventive conservation where she gained experience in many
projects and museums in Belgium and abroad.

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              <name>Date</name>
              <description>A point or period of time associated with an event in the lifecycle of the resource</description>
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                  <text>03.09.2015 - 04.09.2015</text>
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            <name>Title</name>
            <description>A name given to the resource</description>
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                <text>Historical trains invaded by fluffy stuff. Mould issues in six historical train interiors: treatment and follow-up</text>
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            <name>Creator</name>
            <description>An entity primarily responsible for making the resource</description>
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                <text>Kaat Sneiders &amp; Marjolijn Debulpaep</text>
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        <name>mould</name>
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        <name>trains</name>
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        <name>transport heritage</name>
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