This study presents an in-depth analysis of 69 case studies focusing on the energy retrofit of historic buildings, uncovering challenges, best practices, and lessons learned to balance energy efficiency improvements with heritage preservation. The findings highlight several challenges encountered during renovations, such as complex heritage evaluations, restrictions on alterations, coordination issues with authorities, technical limitations, higher investment costs, and knowledge gaps. On the other hand, identifying factors promoting renovation, including demonstrating energy savings while respecting heritage, early collaboration between planners and authorities, and quantifying investments, could incentivize owners and authorities. The limitations of a still-limited sample size, occasional incomplete data, and potential sample bias call for cautious interpretation of the presented analysis. Despite these, the study provides valuable insights into successful projects, emphasizing the need for scalability, knowledge transfer from innovative policies, and targeted policy-making for successful replication. The study concludes with a call for further development of the HiBERatlas (Historic Building Energy Retrofit atlas), an extensive resource for historic building renovation, expanding its database, collaborating with agencies, and tailoring guidance for stakeholders to foster energy retrofits in heritage buildings.

A new methodology for long-term monitoring of climate change impacts on historic buildings and interiors has been developed. This paper proposes a generic framework for how monitoring programs can be developed and describes the planning and arrangement of a Norwegian monitoring campaign. The methodology aims to make it possible to establish a data-driven decision making process based on monitored decay related to climate change. This monitoring campaign includes 45 medieval buildings distributed over the entirety of Norway. Thirty-five of these buildings are dated to before 1537 and include wooden buildings as well as 10 medieval churches built in stone while the remaining 10 buildings are situated in the World Heritage sites of Bryggen, in Bergen on the west coast of Norway, and in Røros, which is a mining town in the inland of the country. The monitoring is planned to run for 30 to 50 years. It includes a zero-level registration and an interval-based registration system focused on relevant indicators, which will make it possible to register climate change-induced decay at an early stage.

Standardization for indoor climate control in historic buildings has recently taken a new direction with standards and guidelines that focus more on decision processes than outcomes. The objective of the paper is to explore and discuss how standards can evolve to both fit and guide decision processes to facilitate a sustainable management of historic buildings. Interviews with engineers and heritage professionals in the Church of Sweden in combination with indoor climate monitoring were used to understand the technical and organizational context. The results show that the development of process standards solves some of the problems related to the conventional outcome-oriented approach by opening up for a wider set of solutions. However, available guidelines are difficult to apply and integrate in the existing management of churches. A stronger focus on strategic feedback and an increased use of local guidelines are suggested.

Purpose: Sweden, like other countries, has set ambitious national targets for both energy efficiency and conservation of heritage values in the built environment. However, how these policies are implemented on a local level and how they affect each other is not known. This study aims to argue that extensive energy-saving policies can have unintentional impacts not just on the built environment but also on conservation practice.Design/methodology/approach: By using a longitudinal approach, the aim is to investigate the possibilities of conserving the built environment when policies for increased energy efficiency are implemented in existing urban areas. The methodology used is qualitative, applying a combination of study of public records, policy documents, interviews with public officials and ocular investigation of buildings in three areas located in two different municipalities.Findings: The study suggests that extensive refurbishments not only have effects on the character of an area, but in extension, affect how urban planners and local authorities approach the development in the same area. Urban areas affected by extensive retrofits in the past seem to be managed in less detail, leaving existing policy measures on both energy and heritage untapped.Research limitations/implications: This is a study concerning two Swedish municipalities. Furthermore, it is limited to one specific policy measure, energy-saving subsidies provided in the 1970s and 1980s. The generalisability of the findings may, therefore, be limited. Despite this, the findings provide an important indication of the relationship between energy-saving policies in the past and urban planning practice of existing urban areas today, as well as the importance of alignment between policy-making and implementation.Practical implications: Policy instruments for the building stock and the practice of conservation planning have not worked well together. Due to local practice, energy subsidies provided in the 1970s and 1980s still today have a negative effect on both heritage conservation and energy efficiency in existing areas.Social implications: There is a discrepancy between expectations and outcome of policy measures. National decision-makers overestimate the possibilities to control the development on a local level, for both energy efficiency and heritage values. By examining an innovative set of sources, acknowledging long-term effects and entanglements of policies and practice, this study contributes to a better understanding of the complexity of different values in the built environment.Originality/value: By comparing the share of approved applications, as well as completed energy retrofits, this study demonstrates that the effects of the national energy subsidy policy differed significantly between urban areas. Areas with a high degree of approved subsidies also had a high degree of retrofits, suggesting that the policy had intended effects. In these areas, the number of retrofits were also significantly higher than the number of subsidies. This was not the case where energy subsidies were fewer, which indicates that energy retrofits are performative, meaning that they accelerate further retrofits in the same area.