Understanding Historic Buildings
A Guide to Good Recording Practice
This Historic England guidance sets out the process of investigating and recording historic buildings for the purposes of historical understanding. It aims to assist professional practitioners and curators, managers of heritage assets, academics, students and volunteer recorders in compiling or commissioning records that are accurate and suited to the purposes for which they are intended.
For those undertaking recording themselves it provides practical advice on surveying, photography and report writing. It also assists those managing the built environment to set appropriate specifications for the recording of historic buildings by others.
It supersedes the English Heritage guidance published in February 2006 (51125), which itself replaced the RCHME guidelines Recording Historic Buildings: A Descriptive Specification (3 editions: 1990, 1991 and 1996).
Contents
- Why record?
- Prior to recording
- When to record
- Creating a record
- Recording levels: a description
- Preserving the record
- Architectural drawing conventions
- Bibliography
- Where to get advice
Clarifying the relationship between HEAG099 and HEAG317
- Understanding Historic Buildings: A Guide to Good Recording Practice (HEAG099)
- Geospatial Survey Specifications for Cultural Heritage (HEAG317)
Purpose of this note
Historic England publishes/maintains two important pieces of guidance relating to the recording and documentation of historic buildings.
- HEAG099 provides guidance on approaches to understanding historic buildings, including descriptive recording and analytical interpretation, and guidance on the different levels of recording.
- HEAG317 provides the technical specification for metric geospatial survey of cultural heritage assets, including measured building surveys, laser scanning, photogrammetry, and the production of accurate spatial datasets.
While both documents support the recording and conservation of historic buildings, they serve distinct but complementary purposes.
This note clarifies when to use each guidance document.
Key distinction
HEAG099 focuses on interpretative building recording.
This may include:
- Written descriptions
- Photographic documentation
- Analytical interpretation of fabric
- Phasing analysis
- Drawings that support understanding of development and significance
However, these activities do not necessarily require metric survey data.
HEAG317 focuses on metric geospatial survey.
This includes:
- Measured building surveys
- 3D laser scanning
- Photogrammetry
- Accurate 2D and 3D spatial datasets
- Survey control networks
- Digital terrain models
- Monitoring and deformation analysis
These surveys provide precise spatial data suitable for conservation planning, repair design, monitoring and long-term asset management.
When HEAG317 should be referenced
Projects involving historic buildings should reference HEAG317 where accurate spatial data is required, including, for example:
- Preparation of conservation or repair drawings/schedules
- Structural assessment and monitoring
- Building information modelling (HBIM)
- Long-term digital archiving
- Any archaeological or architectural analysis/investigation requiring accurate metric data
In such circumstances, geospatial surveys should conform to the technical requirements set out in HEAG317.
Complementary use of both guidance documents
In many projects, both guidance documents may be used together.
For example:
- HEAG317 may provide the metric spatial framework
- HEAG099 may guide the interpretation and analytical recording of historic fabric
Together, they support a more comprehensive understanding and documentation of historic buildings.
This clarification was issued on 20 March 2026.
Additional Information
- Series: Guidance
- Publication Status: Completed
- Pages: 64
- Product Code: HEAG099
Accessibility
If you require an alternative, accessible version of this document (for instance in audio, Braille or large print) please contact us:
Customer Service Department
Telephone: 0370 333 0607
Email: customers@HistoricEngland.org.uk