Historic, listed, or unlisted, buildings account for 30% of the European building stock. Since they are complex systems of cultural, architectural, and identity value, they need particular attention to ensure that they are preserved, used, and managed over time in a sustainable way. This implies a demand for retrofit solutions able to improve indoor thermal conditions while reducing the use of energy sources and preserving the heritage significance. Often, however, the choice and implementation of retrofit solutions in historic buildings is limited by socio-technical barriers (regulations, lack of knowledge on the hygrothermal behaviour of built heritage, economic viability, etc.). This paper presents the approach devised in the IEA-SHC Task 59 project (Renovating Historic Buildings Towards Zero Energy) to support decision makers in selecting retrofit solutions, in accordance with the provision of the EN 16883:2017 standard. In particular, the method followed by the project partners to gather and assess compatible solutions for historic buildings retrofitting is presented. It focuses on best practices for walls, windows, HVAC systems, and solar technologies. This work demonstrates that well-balanced retrofit solutions can exist and can be evaluated case-by-case through detailed assessment criteria. As a main result, the paper encourages decision makers to opt for tailored energy retrofit to solve the conflict between conservation and energy performance requirements.

Despite increased emphasis on community participation in tourism planning, our current knowledge of community attitudes and their motivations to engage in such collaborative governance is limited and fragmented. This paper explores the role of heritage values, tourism and community perceptions held by destination hosts as drivers to willingness to participate in heritage tourism development. Such enquiry aims to enhance our current knowledge of community views and their potential to influence involvement in participatory decision-making in order to inform policy approaches to collaborative heritage tourism strategies. Using a relatively inexperienced destination community (Kastoria, Greece), the study collects quantitative data via an attitudinal survey. Our findings suggest that intentions to participate are mainly driven by community ideals while their positive influence is more evident on community members with high place attachment. Heritage values play a significant role; however, their effects do not always favour participation as they can also act as barriers to involvement. On the other hand, tourism perceptions are found to be mainly insignificant in shaping intentions to participate. Finally, the paper presents and discusses variations between different demographic groups and draws implications for policy.

This paper aims to introduce a novel approach to sustainable heritage-led urban regeneration. More specifically, the paper proposes a new heritage-led urban regeneration paradigm that has communities and sustainable lifestyles at its core. The paper concludes with this approach after analysing current paradigms of heritage-led urban regeneration through system dynamics. We have chosen to analyse though system dynamics a longitudinal study of the Townscape Heritage Initiative (THI), a heritage-led regeneration scheme funded by the Heritage Lottery Fund. Our system dynamic analysis unveils the absence of environmental sustainability concerns in current heritage-led regeneration examples as well as the critical role of the existence of concerted, strategic and participatory vision of a heritage-led urban regeneration programme. The critical, systemic and dynamic analysis of the THI longitudinal study provides the basis for developing a new approach towards sustainable heritage-led regeneration which has communities and sustainable lifestyles at its core. Although we acknowledge that extensive applied and theoretical research is needed to validate or enhance the proposed approach, we do cite sporadic examples that provide some first indications of the effectiveness of the approach.

Considering the complications of collecting empirical data on community participation, this study proposes a new methodological approach that departs from the current literature. For the first time, an experimental procedure is adopted to conduct a direct comparison between participatory and non-participatory decision-making in the context of heritage tourism planning. Contrary to previous work, this is the first ex-ante assessment of community participation at a destination with no such prior experience. The analysis relies on behavioural data on choices, deliberation and conflict studied in the context of a controlled collaborative environment. The findings suggest that choices and deliberation between participatory and non-participatory groups exhibit no statistically significant differences although participatory groups were more susceptible to conflict. However, interestingly, conflict was constructive as it increased provisions for heritage goods. Furthermore, intra-group heterogeneity did not always affect collective decisions negatively whereas trust and institutional credibility played a major role in influencing both individual and collective preferences. These findings have important implications for research and policy, opening a novel avenue for the systematic study of participation dynamics to inform the instigation of participatory endeavours.

With buildings being responsible for nearly a quarter of global greenhouse gas emissions, intensive building decarbonization programs are in place worldwide, with unintended consequences for historic buildings. To this end, national and international guidance on energy efficiency for historic buildings advocate for the adoption of a ‘whole house approach’ that integrates heritage values in energy efficiency plans. Most guidance, though, relies on non-evidence based, pre-assumptions of residents’ heritage values. And yet, unless we understand how and why residents negotiate their decisions between energy efficiency, thermal comfort, and heritage conservation, such guidance will not be applicable. Despite the urgency to decarbonize the building stock, research on how inhabitants of old buildings make such decisions is extremely limited. It is also case-study specific, often lacking the required depth. To address this gap, this paper offers the first international, in-depth study on the topic. It does so through a rigorous double-coded, thematic analysis of 59 in-depth semi-structured interviews (totaling 206,771 words) carried out in Greece, Mexico, and the UK. The thematic analysis is combined with system dynamic analysis, essential for unveiling what parameters affect inhabitants’ decisions over time. Drawing on theories on the dynamics of social practices, we conclude that the process of decision-making on energy efficiency, thermal comfort improvement, and heritage conservation is a socio-cultural, dynamic practice, the change and continuation of which depends on how the following elements are connected or disconnected: materials (e.g., original features), competencies (e.g., restoration skills), resources (e.g., costs), values, space/environment (e.g., natural light), senses (e.g., thermal comfort), and time (e.g., years living in the house). The connection or disconnection of those elements will depend on (a) the nature of the context (e.g., rural, urban, conservation area); (b) the listing status; (c) age and construction materials of building; (d) local climate; and (e) ownership status.