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This study presents results from an interdisciplinary survey assessing contextual and behavioral factors driving occupants’ interaction with building and systems in offices located across three different Mediterranean climates in Turin (Northern), Perugia (Central), and Rende (Southern) Italy. The survey instrument is grounded in an interdisciplinary framework that bridges the gap between building physics and social science environments on the energy- and comfort-related human-building interaction in the workspace. Outcomes of the survey questionnaire provide insights into four key learning objectives: (1) individual occupant's motivational drivers regarding interaction with shared building environmental controls (such as adjustable thermostats, operable windows, blinds and shades, and artificial lighting), (2) group dynamics such as perceived social norms, attitudes, and intention to share controls, (3) occupant perception of the ease of use and knowledge of how to operate control systems, and (4) occupant-perceived comfort, satisfaction, and productivity. This study attempts to identify climatic, cultural, and socio-demographic influencing factors, as well as to establish the validity of the survey instrument and robustness of outcomes for future studies. Also, the paper aims at illustrating why and how social science insights can bring innovative knowledge into the adoption of building technologies in shared contexts, thus enhancing perceived environmental satisfaction and effectiveness of personal indoor climate control in office settings and impacting office workers’ productivity and reduced operational energy costs.

Occupant behavior (OB) in buildings is a leading factor influencing energy use in buildings. Quantifying this influence requires the integration of OB models with building performance simulation (BPS). This study reviews approaches to representing and implementing OB models in today’s popular BPS programs, and discusses weaknesses and strengths of these approaches and key issues in integrating of OB models with BPS programs. Two key findings are: (1) a common data model is needed to standardize the representation of OB models, enabling their flexibility and exchange among BPS programs and user applications; the data model can be implemented using a standard syntax (e.g., in the form of XML schema), and (2) a modular software implementation of OB models, such as functional mock-up units for co-simulation, adopting the common data model, has advantages in providing a robust and interoperable integration with multiple BPS programs. Such common OB model representation and implementation approaches help standardize the input structures of OB models, enable collaborative development of a shared library of OB models, and allow for rapid and widespread integration of OB models with BPS programs to improve the simulation of occupant behavior and quantification of their impact on building performance.

The “human dimensions” of energy use in buildings refer to the energy-related behaviors of key stakeholders that affect energy use over the building life cycle. Stakeholders include building designers, operators, managers, engineers, occupants, industry, vendors, and policymakers, who directly or indirectly influence the acts of designing, constructing, living, operating, managing, and regulating the built environments, from individual building up to the urban scale. Among factors driving high-performance buildings, human dimensions play a role that is as significant as that of technological advances. However, this factor is not well understood, and, as a result, human dimensions are often ignored or simplified by stakeholders. This paper presents a review of the literature on human dimensions of building energy use to assess the state-of-the-art in this topic area. The paper highlights research needs for fully integrating human dimensions into the building design and operation processes with the goal of reducing energy use in buildings while enhancing occupant comfort and productivity. This research focuses on identifying key needs for each stakeholder involved in a building's life cycle and takes an interdisciplinary focus that spans the fields of architecture and engineering design, sociology, data science, energy policy, codes, and standards to provide targeted insights. Greater understanding of the human dimensions of energy use has several potential benefits including reductions in operating cost for building owners; enhanced comfort conditions and productivity for building occupants; more effective building energy management and automation systems for building operators and energy managers; and the integration of more accurate control logic into the next generation of human-in-the-loop technologies. The review concludes by summarizing recommendations for policy makers and industry stakeholders for developing codes, standards, and technologies that can leverage the human dimensions of energy use to reliably predict and achieve energy use reductions in the residential and commercial buildings sectors.

More than 30% of the total primary energy in the world is consumed in buildings. It is crucial to reduce building energy consumption in order to preserve energy resources and mitigate global climate change. Building performance simulations have been widely used for the estimation and optimization of building performance, providing reference values for the assessment of building energy consumption and the effects of energy-saving technologies. Among the various factors influencing building energy consumption, occupant behavior has drawn increasing attention. Occupant behavior includes occupant presence, movement, and interaction with building energy devices and systems. However, there are gaps in occupant behavior modeling as different energy modelers have employed varied data and tools to simulate occupant behavior, therefore producing different and incomparable results. Aiming to address these gaps, the International Energy Agency (IEA) Energy in Buildings and Community (EBC) Programme Annex 66 has established a scientific methodological framework for occupant behavior research, including data collection, behavior model representation, modeling and evaluation approaches, and the integration of behavior modeling tools with building performance simulation programs. Annex 66 also includes case studies and application guidelines to assist in building design, operation, and policymaking, using interdisciplinary approaches to reduce energy use in buildings and improve occupant comfort and productivity. This paper highlights the key research issues, methods, and outcomes pertaining to Annex 66, and offers perspectives on future research needs to integrate occupant behavior with the building life cycle.

Occupant behavior has significant impacts on building energy performance and occupant comfort. However, occupant behavior is not well understood and is often oversimplified in the building life cycle, due to its stochastic, diverse, complex, and interdisciplinary nature. The use of simplified methods or tools to quantify the impacts of occupant behavior in building performance simulations significantly contributes to performance gaps between simulated models and actual building energy consumption. Therefore, it is crucial to understand occupant behavior in a comprehensive way, integrating qualitative approaches and data- and model-driven quantitative approaches, and employing appropriate tools to guide the design and operation of low-energy residential and commercial buildings that integrate technological and human dimensions. This paper presents ten questions, highlighting some of the most important issues regarding concepts, applications, and methodologies in occupant behavior research. The proposed questions and answers aim to provide insights into occupant behavior for current and future researchers, designers, and policy makers, and most importantly, to inspire innovative research and applications to increase energy efficiency and reduce energy use in buildings.

It is widely understood that occupants can have a significant impact on building performance. Accordingly, the field has benefited extensively from research efforts in the past decade. However, the methods and terminology involved in modelling occupants in buildings remains fragmented across a large number of studies. This fragmentation represents a major obstacle to those who intend to join in this research endeavor as well as for the convergence and standardization of methods. To address this issue, this paper investigates occupant modelling methods for the key domains of electric lighting, blinds, operable windows, thermostats, plug loads, and occupancy. In the reviewed literature, five broad categories of occupant model formalisms were identified: schedules, Bernoulli models, discrete-time Markov models, discrete-event Markov models, and survival models. Illustrative examples were provided from two independent datasets to demonstrate the strengths and weaknesses of these model forms. It was shown that Markov models are suitable to represent occupants' adaptive behaviors, while survival models are suitable to represent occupancy, non-adaptive behaviors, and infrequently executed adaptive behaviors, such as the blinds opening behavior. Practical application : The engineering application of the occupant modelling formalisms that are critically reviewed in this paper is that these models are highly beneficial for incorporating occupants' presence and behaviors into building design and control. Building design can be improved significantly regarding energy use and occupant comfort when the most suitable occupant models are implemented in simulation-aided building design process. Ultimately, like for any modelling domain, the most suitable model is dependent on the modelling objective (e.g. optimizing passive design, equipment sizing), building type and size, occupant-related domain (e.g. occupancy, window-opening behavior), and climate zones. Furthermore, there is great potential in improving occupant comfort and energy savings of existing buildings when occupants' presence and interactions with buildings' systems and components are predicted accurately using occupant models. [ABSTRACT FROM AUTHOR]

The “human dimensions” of energy use in buildings refer to the energy-related behaviors of key stakeholders that affect energy use over the building life cycle. Stakeholders include building designers, operators, managers, engineers, occupants, industry, vendors, and policymakers, who directly or indirectly influence the acts of designing, constructing, living, operating, managing, and regulating the built environments, from individual building up to the urban scale. Among factors driving high-performance buildings, human dimensions play a role that is as significant as that of technological advances. However, this factor is not well understood, and, as a result, human dimensions are often ignored or simplified by stakeholders. This paper presents a review of the literature on human dimensions of building energy use to assess the state-of-the-art in this topic area. The paper highlights research needs for fully integrating human dimensions into the building design and operation processes with the goal of reducing energy use in buildings while enhancing occupant comfort and productivity. This research focuses on identifying key needs for each stakeholder involved in a building’s life cycle and takes an interdisciplinary focus that spans the fields of architecture and engineering design, sociology, data science, energy policy, codes, and standards to provide targeted insights. Greater understanding of the human dimensions of energy use has several potential benefits including reductions in operating cost for building owners; enhanced comfort conditions and productivity for building occupants; more effective building energy management and automation systems for building operators and energy managers; and the integration of more accurate control logic into the next generation of human-in-the-loop technologies. The review concludes by summarizing recommendations for policy makers and industry stakeholders for developing codes, standards, and technologies that can leverage the human dimensions of energy use to reliably predict and achieve energy use reductions in the residential and commercial buildings sectors. [ABSTRACT FROM AUTHOR]

Energy-related occupant behavior in buildings is difficult to define and quantify, yet critical to our understanding of total building energy consumption. Part I of this two-part paper introduced the DNAS (Drivers, Needs, Actions and Systems) framework, to standardize the description of energy-related occupant behavior in buildings. Part II of this paper implements the DNAS framework into an XML (eXtensible Markup Language) schema, titled ‘occupant behavior XML’ (obXML). The obXML schema is used for the practical implementation of the DNAS framework into building simulation tools. The topology of the DNAS framework implemented in the obXML schema has a main root element OccupantBehavior , linking three main elements representing Buildings , Occupants and Behaviors . Using the schema structure, the actions of turning on an air conditioner and closing blinds provide two examples of how the schema standardizes these actions using XML. The obXML schema has inherent flexibility to represent numerous, diverse and complex types of occupant behaviors in buildings, and it can also be expanded to encompass new types of behaviors. The implementation of the DNAS framework into the obXML schema will facilitate the development of occupant information modeling (OIM) by providing interoperability between occupant behavior models and building energy modeling programs. [ABSTRACT FROM AUTHOR]

Literature studies confirm occupant behavior is setting the direction for contemporary researches aiming to bridge the gap between predicted and actual energy performance of sustainable buildings. Using the Knowledge Discovery in Database (KDD) methodology, two data mining learning processes are proposed to extrapolate office occupancy and windows’ operation behavioral patterns from a two-years data set of 16 offices in a natural ventilated office building. Clustering procedures, decision tree models and rule induction algorithms are employed to obtain association rules segmenting the building occupants into working user profiles, which can be further implemented as occupant behavior advanced-inputs into building energy simulations. [ABSTRACT FROM AUTHOR]

Reducing energy consumption in the buildings sector requires significant changes, but technology alone may fail to guarantee efficient energy performance. Human behavior plays a pivotal role in building design, operation, management and retrofit, and is a crucial positive factor for improving the indoor environment, while reducing energy use at low cost. Over the past 40 years, a substantial body of literature has explored the impacts of human behavior on building technologies and operation. Often, need-action-event cognitive theoretical frameworks were used to represent human-machine interactions. In Part I of this paper, a review of more than 130 published behavioral studies and frameworks was conducted. A large variety of data-driven behavioral models have been developed based on field monitoring of the human-building-system interaction. Studies have emerged scattered geographically around the world that lack in standardization and consistency, thus leading to difficulties when comparing one with another. To address this problem, an ontology to represent energy-related occupant behavior in buildings is presented. Accordingly, the technical DNAs framework is developed based on four key components: i) the Drivers of behavior, ii) the Needs of the occupants, iii) the Actions carried out by the occupants, and iv) the building systems acted upon by the occupants. This DNAs framework is envisioned to support the international research community to standardize a systematic representation of energy-related occupant behavior in buildings. Part II of this paper further develops the DNAs framework as an XML (eXtensible Markup Language) schema, obXML, for exchange of occupant information modeling and integration with building simulation tools. [ABSTRACT FROM AUTHOR]

Building occupancy is a paramount factor in building energy simulations. Specifically, lighting, plug loads, HVAC equipment utilization, fresh air requirements and internal heat gain or loss greatly depends on the level of occupancy within a building. Developing the appropriate methodologies to describe and reproduce the intricate network responsible for human-building interactions are needed. Extrapolation of patterns from big data streams is a powerful analysis technique which will allow for a better understanding of energy usage in buildings. A three-step data mining framework is applied to discover occupancy patterns in office spaces. First, a data set of 16 offices with 10 min interval occupancy data, over a two year period is mined through a decision tree model which predicts the occupancy presence. Then a rule induction algorithm is used to learn a pruned set of rules on the results from the decision tree model. Finally, a cluster analysis is employed in order to obtain consistent patterns of occupancy schedules. The identified occupancy rules and schedules are representative as four archetypal working profiles that can be used as input to current building energy modeling programs, such as EnergyPlus or IDA-ICE, to investigate impact of occupant presence on design, operation and energy use in office buildings. [ABSTRACT FROM AUTHOR]

Occupant behavior is one of the major factors influencing building energy consumption and contributing to uncertainty in building energy use prediction and simulation. Currently the understanding of occupant behavior is insufficient both in building design, operation and retrofit, leading to incorrect simplifications in modeling and analysis. This paper introduced the most recent advances and current obstacles in modeling occupant behavior and quantifying its impact on building energy use. The major themes include advancements in data collection techniques, analytical and modeling methods, and simulation applications which provide insights into behavior energy savings potential and impact. There has been growing research and applications in this field, but significant challenges and opportunities still lie ahead. [ABSTRACT FROM AUTHOR]