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研究生: 榮芳杰
Jung, Fang-Chieh
論文名稱: 文化遺產管理之常道:一個管理動態變化的維護觀點
The Timeless Way of Cultural Heritage Management:A Conservation Perspective on Managing Dynamic Change
指導教授: 傅朝卿
Fu, Chao-Ching
學位類別: 博士
Doctor
系所名稱: 規劃與設計學院 - 建築學系
Department of Architecture
論文出版年: 2008
畢業學年度: 96
語文別: 中文
論文頁數: 309
中文關鍵詞: 世界遺產文化遺產管理文化遺產維護管理計畫動態管理遺產組織
外文關鍵詞: cultural heritage, World Heritage, Cultural Heritage Management, dynamic management, conservation management plan, heritage organization
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  • 「文化遺產管理」(Cultural Heritage Management)是當前全球文化遺產研究範疇中最重要的課題之一。它不僅涉及到文化遺產價值的保存、維護與傳承,同時在全球氣候變遷逐漸威脅文化遺產實質部份的情況下,更加突顯影響文化遺產價值的變化因子必須藉由完善的監控機制方能有效的控制。其中,部份具有動態特質的變化因子對於文化遺產場所的發展具有決定性的影響,這些動態變化的出現不僅扮演了文化遺產場所內管理成效優劣與否的關鍵,同時也意謂著文化遺產管理的工作必須仰賴遺產組織對於管理對象價值體系的掌握以及維護管理計畫文本的建立。

    因此,本論文嘗試從管理功能與遺產維護的觀點,分別就遺產組織的組織結構、策略規劃、人力資源以及監控機制等四項管理功能為主要論述依據,藉由探討「管理觀念」、「國際維護文獻」以及「文化遺產管理組織」的不同角色,尋找出文化遺產管理過程中具備動態特質的變化因子,並且嘗試將管理動態變化的概念整合在文化遺產維護管理模式之中。

    Cultural Heritage Management is one of the most impartment issues in global cultural heritage studies. It has always involved the preservation, conservation and inheritance of the value of heritage. Now, the importance of well-designed mechanisms for controlling over the factors influencing the value of cultural heritage becomes more prominent because of increasing threats from global climate change. Among all, some factors are dynamic in nature and are critical to the development of heritage sites. These dynamic factors are not only critical to the success of heritage site management, but also informative to the need to control over the value system of heritage organizations and to draw the plan for conservation management.

    Therefore, this dissertation analyses organization structure, strategic planning, human resources and control mechanisms from the perspectives of function management and heritage conservation. By exploring the roles of management concept, international conservation documents and organization of cultural heritage management, this dissertation identifies the dynamic factors during the process of cultural heritage management, and tries to incorporate the concept of dynamic variation management into the models of cultural heritage conservation.

    中文摘要 i 英文摘要 iii 論文獎助聲明 v 謝誌 vii 目錄 ix 表目錄 xiii 圖目錄 xv 第一章 緒論 1-1 前言 1 1-2 研究目的 2 1-3 名詞定義 3 1-4 文獻回顧 10 1-4-1 管理學的視界 10 1-4-2 文化遺產的維護與保存 13 1-4-3 文化遺產的治理與管理 14 1-4-4 文化遺產的法令與政策 21 1-4-5 文化遺產的經濟與觀光 22 1-4-6 文化遺產的詮釋與呈現 29 1-4-7 文化遺產的控制與監測 31 1-5 問題意識 35 1-6 理論與方法的建構 36 1-7 書寫架構 39 第二章 文化遺產管理概念的歷史進程與論證 2-1 前言 43 2-2 保存建築構造物的發展歷程 43 2-2-1 十九世紀以前的建築構造物保存 43 2-2-2 十九世紀以降的維護與修復辯證 46 2-2-3 十九世紀中葉國家法令的介入 48 2-2-4 從民間保存運動到國際保存運動 49 2-2-5 台灣文化資產管理與維護工作的歷史脈絡 51 2-3 「文化資產」與「文化遺產」概念的論辯與再定義 57 2-3-1 從物件面向 62 2-3-2 從資產面向 63 2-3-3 從維護面向 65 2-3-4 從遺產面向 68 2-4 「文化資產」與「文化遺產」變化因子的比較與管理定位 72 2-4-1 「文化資產」與「文化遺產」的特質比較 72 2-4-2 「文化資產」與「文化遺產」的變化因子 74 2-4-3 管理「文化遺產」變化因子的方法與工具 75 2-5 小結 76 第三章 國際維護文獻中的管理步趨與論述 3-1 前言 77 3-2 文化遺產管理的發展脈絡 77 3-3 國際維護文獻的制訂與角色 82 3-3-1 聯合國教科文組織的國際維護文獻 84 3-3-2 歐洲理事會的國際維護文獻 85 3-3-3 國際文化紀念物與歷史場所委員會的國際維護文獻 86 3-3-4 威尼斯憲章的歷史定位 87 3-3-5 國際維護文獻的影響範疇 91 3-4 遺產論述的主要空間場域 97 3-4-1 「世界遺產」與「國際文化紀念物與歷史場所委員會」 97 3-4-2 「歐洲遺產」與「歐洲理事會」 99 3-4-3 東西方價值體系的分庭抗禮 103 3-5 國際維護文獻中的文化遺產管理因子 103 3-6 小結 106 第四章 文化遺產管理組織的層級與實踐 4-1 前言 107 4-2 文化遺產的治理與管理 107 4-2-1 文化遺產的治理層級 107 4-2-2 文化遺產的管理功能 110 4-3 組織結構的管理實踐 110 4-3-1 民間單位的組織結構 112 4-3-2 政府單位的組織結構 121 4-3-3 國際組織的組織結構 132 4-3-4 小結 138 4-4 策略規劃的管理實踐 140 4-4-1 民間組織的策略規劃 140 4-4-2 政府組織的策略規劃 144 4-4-3 國際組織的策略規劃 145 4-4-4 小結 150 4-5 人力資源的管理實踐 150 4-5-1 民間組織的人力資源 151 4-5-2 政府組織的人力資源 153 4-5-3 國際組織的人力資源 155 4-5-4 小結 156 4-6 監控機制的管理實踐 3-6-1 民間組織的 156 4-6-1 民間組織的監控機制 157 4-6-2 政府組織的監控機制 161 4-6-3 國際組織的監控機制 161 4-7 小結:文化遺產管理的科學化分工 172 第五章 文化遺產管理的動態與變化 5-1 前言 175 5-2 治理的動態性 175 5-3 詮釋的動態性 180 5-3-1 詮釋的本質 180 5-3-2 遺產知識:一個知識管理的觀點 183 5-3-3 遺產詮釋的動態性思維 186 5-3-4 遺產詮釋與生活 187 5-3-5 遺產詮釋與媒介 188 5-4 觀光的動態性 189 5-4-1 觀光凝視v.s凝視遺產 191 5-4-2 遺產場所的飽和承載量 196 5-4-3 被「神聖化」的遺產 198 5-5 監控的動態性 200 5-5-1 風險準備與管理 200 5-5-2 危機管理 208 5-5-3 監測機制 209 5-6 價值變化的動態性 215 5-7 小結 220 第六章 文化遺產組織維護管理模式的建構 6-1 前言 223 6-2 台灣文化遺產管理現況的幾個癥結 223 6-2-1 政府部門的癥結 224 6-2-2 委外單位的癥結 226 6-3 治理模式的建構 231 6-4 策略規劃的模式 236 6-5 監控機制的內容 242 6-6 整合性維護管理模式 245 6-6-1 文化遺產維護管理的空間場域界定 245 6-6-2 文化遺產維護管理計畫的概念流程 247 6-6-3 文化遺產場所維護管理計畫的內容 250 6-7 小結 258 第七章 結論:邁向文化遺產管理之常道 7-1 回顧 259 7-2 文化遺產管理的動態性思考 262 7-3 文化遺產管理的結構性思考 263 7-4 文化遺產管理的質性思考 264 7-5 後續研究 267 參考文獻 269 附錄一 台灣古蹟管理維護工作的階段性時期 291 附錄二 2000-2008年「古蹟」與「歷史建築」委外經營案例彙整 295 附錄三 二十世紀以來全球重要的國際維護文獻彙整 307 表目錄 表1-1 遺產的定義 5 表1-2 「遺產」與「資產」概念的比較 7 表1-3 維護的定義 8 表1-4 「維護」與「保存」概念的比較 9 表1-5 台灣文化資產研究的年代分期 13 表1-6 良好治理的五點原則及動態特質 15 表1-7 ICOMOS提出世界遺產名錄的問題與解決策略 32 表1-8 文化遺產風險管理的結構矩陣關係 34 表2-1 資產的類型 65 表2-2 從過去、歷史到遺產的進程關係 71 表2-3 「文化資產」與「文化遺產」的特質 73 表2-4 「文化資產」與「文化遺產」面對客觀環境下的變化因子 74 表3-1 國際間文化資產保存概念演進的階段性進程 78 表3-2 西方社會對於文化遺產管理、觀光考量的歷史發展架構 80 表3-3 文化遺產管理的階段性轉變 81 表3-4 威尼斯憲章論述形成的二次重要會議 89 表3-5 文化遺產相關國際組織的角色與影響範疇 92 表3-6 各種國際維護文獻的觀念及其影響行動 95 表3-7 ICOMOS歷年年會主題一覽表 98 表3-8 國際維護文獻中的管理因子 104 表4-1 文化遺產管理組織的治理層級 109 表4-2 英國私部門主要參與文化遺產維護工作的組織列表 112 表4-3 民間機構參與古蹟或歷史建築委外模式的各種方案 119 表4-4 台灣三處古蹟委外經營個案的組織功能對照表 120 表4-5 英國中央政府文化遺產相關政府組織、部門與諮詢單位 125 表4-6 美國聯邦政府與地方單位 128 表4-7 1982-2005年台灣文化資產業務主管機關 130 表4-8 台灣44處國定古蹟現行管理單位統計分類表 132 表4-9 不同文化遺產組織所建立的虛擬組織 139 表4-10 台灣三處古蹟委外經營個案的規劃內容對照表 141 表4-11 台灣企業單位贊助相關文化遺產活動一覽表 144 表4-12 各種層級的遺產組織所提供的專業人才訓練內容 154 表4-13 1998年以後登錄的世界文化遺產其申報文本中的監測指標 164 表4-14 定期報告與反應式監測的價值 168 表4-15 世界文化遺產的監測與評價指標 169 表4-16 文化遺產管理功能與組織層級關係對應表 172 表5-1 台灣的文化遺產組織所會面臨到的治理類型 176 表5-2 良好治理的五點原則與文化遺產管理組織之間的關係 177 表5-3 訪客經驗的五個階段 190 表5-4 重大天然災難發生件數與經濟規模損失 207 表5-5 不同學者、機構與文獻對於文化遺產價值的定義 216 表6-1 台灣古蹟委外經營單位的各種條件評價 232 表6-2 以打狗英國領事館為例的SWOT分析 237 表6-3 M. Ljung所提出文化遺產管理中溝通規劃的不同觀點 239 表6-4 文化遺產場所內各種狀況的監測指標及因應方法 245 表6-5 台灣的遺產管理組織相關利害關係人及其影響層面 252 表6-6 文化遺場所維護管理計畫的相關子計畫 255 表6-7 文化遺產場所維護管理計畫短程、中程與長程計畫檢討內容 256 表6-8 遺產場所維護管理計畫相關子計畫的執行進程 257 圖目錄 圖1-1 遺產在不同空間規模下的定位 7 圖1-2 梵蒂岡西斯汀禮拜堂天花板,創造亞當(the creation of Adam) 26 圖1-3 梵蒂岡西斯汀禮拜堂天花板,最後的審判(the last judgement) 26 圖1-4 遺產觀光與遺產管理研究的主要內容構成圖 27 圖1-5 「遺產產業」的構成關係圖 28 圖1-6 影響文化遺產場所管理的三要素 36 圖1-7 本研究理論與實踐之間的建構模式關係圖 38 圖1-8 本研究各章節架構關係圖 40 圖2-1 Abu Simbel神廟搬遷後現址 51 圖2-2 台中霧峰林家921震災後景象 54 圖2-3 台中霧峰林家921震災後景象 54 圖2-4 澎湖中社村聚落 56 圖2-5 澎湖中社村聚落 56 圖2-6 台灣與歐洲保存歷程時間對照表 57 圖2-7 影響文化遺產的各種變化因子 75 圖2-8 文化資產與文化遺產的定義差異 76 圖3-1 從保存、維護到遺產的時間歷程圖 78 圖3-2 羅瑞齊條約(Roerich Pact)的圖案 83 圖3-3 國際遺產保存維護文獻來源關係圖 94 圖3-4 歐洲文化遺產重要事件與活動演進圖 102 圖4-1 英國「國民信託」治理結構圖 115 圖4-2 美國「歷史保存國民信託」組織結構關係圖 118 圖4-3 「英格蘭遺產」總部 124 圖4-4 「英格蘭遺產」顧問委員會組織結構圖 127 圖4-5 美國「聯邦歷史保存理事會」組織結構圖 129 圖4-6 台灣「文化資產總管理處籌備處」組織架構圖 131 圖4-7 「ICOMOS」組織架構圖 133 圖4-8 「歐洲理事會」主要治理關係結構圖 134 圖4-9 世界遺產中心的權力結構層級 136 圖4-10 世界遺產中心的組織架構圖 137 圖4-11 本研究相關遺產組織與文化遺產維護管理計畫之間的層級關係 138 圖4-12 台北之家建築本體二樓增建使用空間 143 圖4-13 修復後的台北圓山別莊(現台北故事館) 143 圖4-14 修改自Otto Regalado-Peza的世界遺產場所管理建議架構圖 149 圖4-15 世界遺產申報文本中的監測項目 164 圖4-16 澳門東望洋燈塔 166 圖4-17 澳門東望洋燈塔山腳下的週邊景觀 166 圖4-18 世界文化遺產監測機制的運作概念圖 168 圖5-1 原熱蘭遮城場域內考古發掘出來的日治時期遺構 182 圖5-2 原熱蘭遮城場域內考古發掘出來的荷治時期城堡內的地坪 182 圖5-3 英國Wilsden第一小學的小朋友到考古現場實作 184 圖5-4 台灣國定古蹟「台灣城殘蹟(安平古堡)」進行考古發掘的詮釋教學 184 圖5-5 台灣國定古蹟「台灣城殘蹟(安平古堡)」進行考古發掘的詮釋教學 184 圖5-6 萊特早期自宅與工作室的兒童版手冊 185 圖5-7 美國人所喜愛的建築師兒童版手冊 185 圖5-8 介紹萊特建築師的兒童版手冊 185 圖5-9 落水山莊的兒童版手冊 185 圖5-10 文化遺產詮釋的形成概念圖 186 圖5-11 西嶼東臺古堡的戶外指示標誌 189 圖5-12 西嶼西臺的戶外解說平台 189 圖5-13 鹿港龍山寺修復過程的介紹展板 189 圖5-14 圓山遺址現況僅能看見透明玻璃圍牆 189 圖5-15 1970年代興建的安平古堡瞭望塔 192 圖5-16 2000年代興建的紹莫吉瓦修道院的瞭望塔 192 圖5-17 紹莫吉瓦修道院瞭望塔上的視野 193 圖5-18 安平古堡瞭望塔上的視野 193 圖5-19 紹莫吉瓦修道院的空中鳥瞰圖 193 圖5-20 日本世界遺產紀伊山地的吉野山藏王堂明信片 194 圖5-21 「台灣城殘蹟」歷史場所內南向一隅 194 圖5-22 台灣發行古蹟郵票中的安平古堡瞭望塔 195 圖5-23 「台灣城殘蹟」一隅 195 圖5-24 1911年柯比意手繪雅典衛城之圖稿 196 圖5-25 以視界神聖化的觀點詮釋世界遺產名錄的生產過程 199 圖5-26 澎湖西台古堡牆體的汪達爾行為 202 圖5-27 霧峰林家遭人故意縱火 202 圖5-28 華山藝文特區 203 圖5-29 台北賓館外牆 203 圖5-30 ICBS圖案 204 圖5-31 建築物屋頂上塗有藍盾圖案以供識別 205 圖5-32 戰地的藍盾識別系統 205 圖5-33 台南安平舊圖書館拆除後的安平古堡場域 215 圖5-34 台南安平舊圖書館拆除前的安平古堡場域 215 圖5-35 台南安平舊圖書館拆除前景象 215 圖5-36 台南安平舊圖書館拆除後景象 215 圖5-37 Feilden與Jokilehto(1998)所定義的世界遺產價值體系 217 圖5-38 經濟價值與象徵價值之間的關係 218 圖5-39 遺產組織創造價值的流程 219 圖5-40 文化遺產管理的動態性要素 221 圖6-1 淡水紅毛城修復後外貌 228 圖6-2 遺產組織運作的建議治理模式 234 圖6-3 遺產組織的多樣性核心活動 235 圖6-4 遺產經理人的思考模式 236 圖6-5 PES模式示意圖 238 圖6-6 遺產組織策略規劃模式 240 圖6-7 文化遺產場所維護管理計畫在考量社經條件下的策略流程 241 圖6-8 文化遺產管理監測機制要項關係圖 244 圖6-9 文化遺產維護管理的空間範疇示意圖 246 圖6-10 文化遺產維護管理計畫的PDCA模式 248 圖6-11 文化遺產經營管理的階段性流程 249 圖6-12 美國對於「文化資源管理」模式的流程概念圖 250 圖6-13 遺產場所維護管理計畫的循環週期 253 圖6-14 文化遺產場所維護管理計畫短、中、長程的檢討內容 258

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    ▓ 簡體中文文獻
    徐嵩. (2003). 〈中文化与自然:起、概念、主要〉. In 徐嵩, 明 & 章建 (Eds.), 《文化的保与:中与理展》(pp. 121-162). 北京: 社科文出版社.
    徐嵩 (2003)〈中文化与自然的管理体制改革〉,《管理世界》,第6期,中。
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    石雷、童慧 & 李百浩. (2001b). 〈洲建筑与城市概念及其展(一):洲史性建筑()〉. 《中建筑》, 20, 95-96
    石雷、童慧 & 李百浩. (2002). 〈洲建筑与城市概念及其展(二):洲史性建筑〉. 《中建筑》, 20, 33-35.
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    章建. (2003). 〈文化的真确性价值与的可持展〉. In 徐嵩, 明 & 章建 (Eds.), 《文化的保与:中与理展》(pp. 4-34). 北京: 社科文出版社.
    松. (2001). 《史城市保:文化和史境保的一种整体性方法》. 上海: 上海科技出版社.
    松. (2006). 〈建筑保的若干探:保文化相章的示〉. 《城市建筑》, 12, 8-12.
    朝枝, & 保. (2004). 〈外旅游与管理研究:述与示〉. 《旅游科》, 18(4), 7-16.
    朝枝, & 保. (2005). 〈美与日本世界地管理案例比与示〉. 《世界地理研究》, 4, 107-114.
    陵, & 彭嘉. (2003). 〈世界的管理体系〉. 《天水范院》, 23(4), 45-56.

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