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Field Documentation for Project Planning

Clermont Farm

July 12 - July 14, 2016

Berryville, VA

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Workshop participants photograph and record observations of historic building for preservation planning. Image Credit: NPS/NCPTT|Sarah Marie Jackson

NCPTT, the Friends of NCPTT, the Historic Preservation Training Center (HPTC)Heritage Documentation Programs, and the Preservation Trades Network will offer a three-day workshop on field documentation and the methods needed for project planning. Experts will work with participants to increase their understanding of various types of documentation and what methods are best utilized for field documentation to assist in project planning. Hands on training will be provided in field sketching, photography, building measurement, and documenting existing conditions.

The workshop will be held at Clermont Farm in Berryville, Virginia. Clermont Farm is a 360-acre research and training site in history, historic preservation, and agriculture, owned by the Department of Historic Resources of the Commonwealth of Virginia. The farm and the foundation were a gift to the people of Virginia by Elizabeth Rust Williams in 2004. The main study of the workshop will be the Spring House that is scheduled for stabilization work during the International Preservation Trades Workshop in September.

Spring House at Clermont Farms in Berryville, Virginia. Image Credit: NPS/NCPTT|Sarah Marie Jackson

Spring House at Clermont Farms in Berryville, Virginia. Image Credit: NPS/NCPTT|Sarah Marie Jackson

Learning Objectives-

At the end of the training the learner will be able to:

  1. Determine appropriate documentation approaches for various project types.
    • Historic Structure Reports
    • Cultural Landscape Surveys
    • National Register and National Historic Landmarks
    • Historic Structure Treatment Records
  2. Explain the different methods, purposes and uses of
    • Field sketches,
    • HABS/HAER/HALS levels documentation (there are 3 levels of documentation),
    • Traditional photography vs. digital photography
    • Laser scanning and
    • Photogrammetry.
  3. Create field sketches of a small building and document existing conditions through visual and written notation.
  4. Utilize measuring devices, pencil and paper to capture visual information to produce architectural field sketches.
  5. Understand the basics of photography, equipment needs, and the types of photos needed for project planning and documentation.



Robert R. Arzola works in Washington DC with the Historic American Buildings Survey (HABS) Division, National Park Service, U.S. Department of Interior, and serves as an Architect specializing in the architectural documentation of historically significant sites throughout the United States. Robert began his federal career in 1987 with the National Park Service as a Seasonal Park Ranger at San Antonio Missions National Historical Park before moving to Washington, DC in 1990 to work with HABS. Robert received his B.S. Arch from Texas Tech University in 1989.

Sarah M. Jackson is an Architectural Conservator with the NCPTT. She  holds M.A. in Historic Preservation from the Savannah College of Art and Design. Her work focuses on  the preservation of historic structures and ways to use them in today’s society. She is one of NCPTT’s leaders in disaster preparedness, response, and recovery and author of “Resilient Heritage: Protecting Your Historic Home from Natural Disasters.”

Sarah Polzin has worked for the National Park Service since 1998 when she began work at the Historic Preservation Training Center in Frederick Maryland as a WG-3 Maintenance Mechanic Helper Trainee through a Student Cooperative Education Program (SCEP) Internship during which time she was installing slate and wood shingle roofs and working on log and timber frame structures. A year spent at Manassas National Battlefield as a Maintenance Mechanic introduced her to the art of cleaning bathrooms and mowing grass when she wasn’t helping to relay capstone on the Old Stone Bridge. From 2001 to 2010 she worked with the HPTC’s Preservation Services team as an Exhibit Specialist and Masonry Team Supervisor and has been privileged to work on a myriad of historic structures across the country.

Since 2010, she has acted as a Training Manager for Facility Maintenance Career Field. She brings to the Learning and Development community a great respect for the hard work of the dedicated Maintenance employees that care for our Parks’ resources on a daily basis and the desire to make the NPS a better place to work for those in Maintenance. Her current projects have her focusing on a Chainsaw Safety Maintenance and Operations program; developing a partnership with the Fish and Wildlife Service for Heavy Equipment Safety Training; coordinating Preservation Skills Workshops and building up the Common Learning Portal for the Facility Maintenance Division.

Mark Slater began his career with the National Park Service in 1999 as a Historical Architect at Cuyahoga Valley National Park in Brecksville, Ohio. There he provided architectural services for the preservation, stabilization, rehabilitation, and restoration of numerous 19th and 20th century historic structures including houses, outbuildings, canal structures, train depots, industrial sites, and historic landscape features. Prior to his work at Cuyahoga, Mark participated in two summer documentation internships with the Historic American Building Survey (HABS) and Historic American Engineering Record (HAER) in 1995 and 1996, documenting the Wheeling-Pittsburgh Steel Plant in Monessen, Pennsylvania and the US Pipe and Foundry Company in Birmingham, Alabama, respectively.

In 2011, Mark began working as a Historical Architect with the Historic Preservation Training Center (HPTC) in Frederick, Maryland where he continues architectural investigations, documentation, condition assessments, planning, and evaluations for a wide variety of historic structures throughout the National Park Service. Prior to his NPS career, Mark worked with several private architectural firms involved with historic preservation projects.


Additional Information:
AIA CEU available upon request


Hotel Room Block:

Hampton Inn by Hilton

1204 Berryville Avenue

Winchester, VA 22601

T: 540/678-4000

The reserved rate for the block of rooms is $89/night + taxes. The block is reserved under “National Park Service “.


Traveling to Clermont Farms:

The farm is located about 15 minutes from Interstate 81 outside of Winchester, Virginia near the Virginia/Maryland state line. If you are flying in the closest major airports are located in Washington, D.C. which is about 1 ½ hour drive from the farm.

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Sarah Jackson


Clermont Farm
801 East Main Street, Berryville, VA 22611 United States
+ Google Map
(615) 898-2300
National Center for Preservation Technology and Training
645 University Parkway
Natchitoches, LA 71457

Email: ncptt[at]nps.gov
Phone: (318) 356-7444
Fax: (318) 356-9119