以修澤蘭團隊U歷程開展陽明山中山樓導覽解說之創新活化空間

Abstract

今日各國莫不以歷史古蹟作為彰顯國家歷史高度、厚植文化底蘊的重要文化資產，亦致力將其轉化為國家經濟收益的關鍵來源。唯有透過活化與創新，歷史古蹟方能使國家文化永續綿延。本研究所探討的陽明山中山樓（以下簡稱中山樓），曾是一座帶有神秘面紗且帶有高度政治色彩的歷史建築。迄今逾半世紀仍屹立不搖，其現址原為陡峭山坡地，經由「臺灣第一位女建築師」修澤蘭女士帶領團隊，憑藉其智慧與藝術涵養，克服重重挑戰，於硫磺坑口上建造出全球唯一兼具復古與創新的現代化建築。本研究旨在探討修澤蘭建築團隊的創新歷程，並將其精神轉化運用於中山樓導覽解說的創新實踐。透過本研究設計，期能為中山樓管理單位提供具體實務參考，亦作為其他歷史古蹟導覽規劃與執行的理論借鏡。研究方法採質性取向之行動研究法，策略包括文件分析、文本分析、深度匯談與參與觀察。首先透過文件與文本分析，探究修澤蘭及其團隊的建築理念與創新挑戰；再以深度匯談與工作坊方式，導引中山樓導覽團隊應用黃金圈與U理論架構，實地體驗修澤蘭團隊的U型歷程，並以分組方式共創導覽初稿，經實地演示後反覆修正與精進。最終由研究者統整歸納，設計出五個具備中山樓核心精神的主題導覽，將修澤蘭團隊建樓的核心理念融入導覽內容之中。本研究在實務上，可提供中山樓決策與導覽管理單位設計主題式解說內容之依據，促進古蹟導覽人才的培力與導覽品質之提升；在學術上，則為首度結合U型理論與導覽實作的創新嘗試，建立歷史古蹟導覽理論架構與應用方法，拓展古蹟活化研究的理論視野與實務操作之可能性。Nowadays, many nations regard historical monuments as vital cultural assets that symbolize national heritage and reinforce cultural identity. Increasingly, these monuments are also being transformed into key drivers of economic development. The sustainable preservation of cultural heritage can only be achieved through revitalization and innovation. This study focuses on the Yangmingshan Chungshan Hall (hereafter referred to as Chungshan Hall), a historically and politically significant structure that was once shrouded in mystery. More than half a century after its completion, Chungshan Hall remains firmly rooted on the volcanic slopes of Mount Yangming. Under the leadership of Taiwan's first female architect, Xiu Ze-lan, and through the ingenuity and artistic vision of her team, the site was transformed into a uniquely modern architectural work that harmoniously integrates tradition with innovation. The purpose of this research is to explore the innovative processes undertaken by Xiu Ze-lan and her architectural team, and to apply their spirit of innovation to the development of themed guided tours at Chungshan Hall. This study aims to provide practical guidance for site management and serve as a theoretical reference for the planning and implementation of heritage interpretation at other historical sites. Methodologically, the study adopts a qualitative action research approach, utilizing document analysis, textual analysis, dialogue technique, and participatory observation. The architectural philosophy and challenges encountered by Xiu Ze-lan’s team are first examined through documentary and textual analysis. Subsequently, dialogue technique and workshops guide the Chungshan Hall docent team in applying the Golden Circle framework and Theory U. Participants engage in a “U-shaped” transformative process, co-creating draft guided tour scripts that are refined through field demonstrations and iterative feedback. Ultimately, the researcher developed five themed guided tour scripts that embody the core spirit of Chungshan Hall, embedding the essence of Xiu Ze-lan’s architectural philosophy into the interpretive content. Practically, this study provides a foundation for decision-makers and heritage site managers to design theme-based interpretive strategies, while fostering docent training and enhancing the quality of heritage interpretation. Academically, it represents a pioneering integration of Theory U with interpretive practice, establishing a theoretical framework and methodological model for historic site interpretation, and expanding both theoretical perspectives and practical approaches in the field of heritage revitalization.