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low carbon housing for
non-experts: usability in
  whole house retrofit



      Marianne Heaslip
           URBED
Most low carbon
‘retrofits’ designed by,
and for, experts and
enthusiasts
But we need to hit the mass-
market to achieve carbon
reduction targets....




                               ...the equivalent of a city the
                               size of Cambridge every
                               month ‘til 2050
Encouraging technology uptake..?
Potential pitfalls...
Building performance doesn’t match design stage predictions:
•   Due to build quality and changes during procurement?
•   Due to inaccuracies/ false assumptions in modelling?
•   Due to user behaviour?


How can we convince people to opt for the measures if:
•   It involves ‘letting the builders in’?
•   Their homes become less ‘user-friendly’?
•   The cost savings aren’t guaranteed?
Low Carbon Housing for Non-experts
Significance of usability?


    'e extent to which a product can be used
    by specified users to achieve specified goals
    with effectiveness, efficiency and satisfaction
    in a specified context of use'
                                      (ISO/TR 16982:2002)
Context                                                  ,&1-7D                                                       ,&1-7D




                                       @
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Measures were tailored to
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lifestyle and residents’                                 9)8G+)
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tolerance of disruption...                                !"##$
                                                          %&'()!*+,&-
                                                                                                                        !"##$
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measures
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Different levels of                                       !"##$
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complication and different
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                                                          C//08$



fuel sources
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"                                             #
Users
                                                              #""--">>                                      #""--">>

                                                              ./')(-01$"-)"                                 ./')(-01$"-)"



    Different levels of technical
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•                                                             "-4,'%!%5"'67"0(5"8                           "-4,'%!%5"'67"0(5"8

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                                                              )(>='%!%5"'6%0="58
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    awareness                                                 *-$"5>=%-$1-?

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    Seeing the construction process




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                                                                                                    ;<,99
•
    helped understanding
•   Induction process...                      $               #""--">>
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Userʼs goals for retrofit


•   Reduced bills (6)
•   Interest in ‘green issues’ (2)
•   Relative had solar panels and they wanted them too (1)
•   Peer pressure (neighbours wanted their house ‘done’) (1)
•   Doing their ‘civic duty’(1)
•   Work needed to be done to the house anyway (2)
•   Wanted the house to be more ‘modern’ (1)
•   “Just wanted new windows”(!) (1)
    (of 7 households)
Userʼs ʻeverydayʼ goals
                                           A
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                                                                           !"#$%&$'(%)'*#+,&-'.#)*',&')"*)%(,*/
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    Wide range of comfort
                                   ,&2)"#$"0'2%5(%)*                       ,&2)"#$"0'2%5(%)*

•
    temperatures
•   Different levels of washing,           K
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                                    )"012"0'(1"3'4,33$                     )"012"0'(1"3'4,33$
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•   Accommodating pets and
    ‘everyday’ habits
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System Controls (effectiveness)
                                                                                       Control/Interface                                                           Usability Rating                        House          Comment on Resident Use
                                                                                                                                                                        1     2       3      4      5
                                                                                                                                                                                                                    Residents don’t use timer, just flick on
                                                                                                                                                 clarity of purpose                                          A      and off as needed, using thermostat as a
                                                                                                                                                                                                                    limit, but often switching off before this




                                                       Central Heating Control
                                                                                                                                                 intuitive switching                                         B      temp is reached.

                                                                                                                                      usefulness of labelling                                                C

                                                                                                                                                       ease of use                                           D

                                                                                                                                          indication of system
                                                                                                                                                                                                             E
                                                                                                                                           response/feedback

                                                                                                                                       degree of fine control                                                F

                                                                                                                                      Cover is fiddly to flip up to make adjustments, screen is not very            Use manual control and thermostat with
                                                                                                                                      clear or big. Symbols hard to understand. Small buttons.               G      thermostat as limit.

                                                                                       Control/Interface                                                           Usability Rating                        House          Comment on Resident Use
                                                                                                                                                                        1     2       3      4      5

                                                                                                                                                 clarity of purpose                                          A
                                                      Central Heating/ Solar Control




                                                                                                                                                 intuitive switching                                         B

                                                                                                                                                                                                                    Understand some settings, but don’t like
                                                                                                                                      usefulness of labelling                                                C      not being able to switch ‘off’.

                                                                                                                                                       ease of use                                           D

                                                                                                                                          indication of system                                                      Understand some settings, but only use
                                                                                                                                                                                                             E      to adjust temp up and down a bit.
                                                                                                                                           response/feedback
                                                                                                                                                                                                                    Very good understanding of system,
                                                                                                                                       degree of fine control                                                F      navigates menus to control as needed.
                                                                                                                                      Lots of digital menus and sub-menus to navigate. Labelling very
                                                                                                                                      abstract. Constant temperature read-out. Small backlit display.        G


                                                                                       Control/Interface                                                           Usability Rating                        House          Comment on Resident Use
                                                                                                                                                                        1     2       3      4      5
                                                 Central Heating/ Heat Pump Control




                                                                                                                                                 clarity of purpose                                          A

                                                                                                                                                 intuitive switching                                         B
   Displayenhet                                                                         Menysystem
                                                                                                                                      usefulness of labelling
                                                                                        När dörren till värmepumpen öppnas visas menysystemets                                                               C
                                                                                        fyra huvudmenyer samt viss grundinformation på displayen.


                                                                                                           Inomhustemperatur –         Varmvatten-                                                                  Very good understanding of system,
                                                                                                                                                       ease of use                                           D
                                                                                        Utetemperatur      (om rumsgivare finns)        temperatur
                                                                                                                                                                                                                    including adjusting ‘heatcurves’ etc.
                                             A Display
                                                                                                                                          indication of system
                                             B   Statuslampa                                                                               response/feedback                                                 E
                                             C   OK-knapp
                                                                                                                                       degree of fine control                                                F
                                             D Bakåt-knapp
                                                                                                                                      Digital screen is hard to read in bright light and usually hidden.
                                             E   Manöverratt                                                                          Symbols hard to understand without handbook.                           G
                                                               Extra varmvatten                                  Uppskattad mängd
                                             F   Strömställare (om aktiverad)                                    varmvatten
                                                                                       Control/Interface                                                           Usability Rating                        Houses         Comment on Resident Use
                  F470                                                                  Meny 1 - Inomhusklimat
                                                                                        Inställning och schemaläggning av inomhusklimatet.                              1     2       3      4      5
                                                                                        Meny 2 - Varmvatten
   A   Display                                                                          Inställning och schemaläggning av varmvattenproduktionen.clarity of purpose                                          A
       På displayen visas instruktioner, inställningar och                              Meny 3 - Info
                                                      en)




       driftinformation. Med hjälp av den tydliga displayen
                                                                                        Visning av temperatur- och annan driftinformation samt
       och ett lättanvänt menysystem kan du enkelt navigera
                                                                                        tillgång till larmloggen.                                intuitive switching                                         B
Fuel usage and costs (efficiency)


•   Early results based on resident reporting......not robust yet!
•   Residents report cost savings - but these vary significantly
•   Several residents report significant savings - and appear to be
    undershooting design targets for energy use and CO2 emissions
•   One resident reports small savings - but issues with thermostat
    setting and MVHR/window opening
•   Will only be able to make a proper assessment once one year+
    of data available
Control Over Heating

Comfort (satisfaction)                    A


                                          B


•   Residents report increased            C



    thermal comfort:                      D


                                          E


    “I don’t have to go to bed in         F


    thermals and a jumper anymore”        G

                                              0      1          2        3       4         5           6      7
                                                   No Control                              More Control


                                                                      Comfort Overall

•   Appears to be correlation between     A


    comfort, control and satisfaction -   B


    adaptive comfort (?)                  C


                                          D

•   Noise from MVHR an issue              E


                                          F


                                          G

                                              0     1         2         3        4         5          6       7
                                                  Unsatisfactory                               Satisfactory
Other factors affecting satisfaction


•   Stress of construction process
•   Quality of finish
•   Responsiveness of maintenance
•   Quality of aftercare and support
•   PV + behaviour change
•   ‘Added bonus’ e.g. window cills, master-
    switch+parental control, reduced clothes
    washing
•   Improved environmental awareness
Initial conclusions and implications
•    Cost savings of measures/households vary significantly -
    - a significant issue if cost is a major motivator?
    - implications for the ‘Green Deal’ and fuel poverty?
•    Some approaches more ‘fit and forget’ than others - can’t rely
     solely on ‘techno-fix’
•    Feeling of ‘control’ very important - related to satisfaction and
     usability
•    Huge variations in ability to cope with change, level of interest
     and motivations among residents
•    Residents want to be involved throughout the process and
     need support afterwards - customer care needs to be a priority
•    Usability is key!
Evolution in design?

 Computers have evolved...can retrofit?




                        ....BUT Even iPhones aren’t always ‘useful’...
“I made up my mind . . . that I would
never try to reform man—that’s much too
difficult. What I would do was to try to
modify the environment in such a way as
to get man moving in preferred
directions”
                    R. Buckminster Fuller

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Low Carbon Housing for Non-experts

  • 1. low carbon housing for non-experts: usability in whole house retrofit Marianne Heaslip URBED
  • 2. Most low carbon ‘retrofits’ designed by, and for, experts and enthusiasts
  • 3. But we need to hit the mass- market to achieve carbon reduction targets.... ...the equivalent of a city the size of Cambridge every month ‘til 2050
  • 5. Potential pitfalls... Building performance doesn’t match design stage predictions: • Due to build quality and changes during procurement? • Due to inaccuracies/ false assumptions in modelling? • Due to user behaviour? How can we convince people to opt for the measures if: • It involves ‘letting the builders in’? • Their homes become less ‘user-friendly’? • The cost savings aren’t guaranteed?
  • 7. Significance of usability? 'e extent to which a product can be used by specified users to achieve specified goals with effectiveness, efficiency and satisfaction in a specified context of use' (ISO/TR 16982:2002)
  • 8. Context ,&1-7D ,&1-7D @ 2//3$ K 2//3$ %&')!*+,&- %&')!*+,&- !"##$ !"##$ %&'()!*+,&- %&'()!*+,&- !456/78$ !456/78$ %&9!*+,&-) %&9!*+,&-) :"0;<=$) :"0;<=$) (&%+>*+,&?0 C//08$ C//08$ (&%+>*+,&?0 '&%)!*+,&- '&%)!*+,&- Measures were tailored to @A=B"#$) @A=B"#$) 1&,+>*+,&?0 .#//0$) 1&>+>*+,&?0 .#//0$) %&11)!*+,&- %&11)!*+,&- lifestyle and residents’ 9)8G+) "H<0=B0<)"0<" 1)8G+) "H<0=B0<)"0<" J C 2//3$ 2//3$ %&')!*+,&- %&')!*+,&- tolerance of disruption... !"##$ %&'()!*+,&- !"##$ %&'()!*+,&- !456/78$ %&9!*+,&-) !456/78$ %&9!*+,&-) C//08$ '&%)!*+,&- :"0;<=$) :"0;<=$) C//08$ >&%+>*+,&?0 ((%# >&%+>*+,&?0 ,%%# '&%)!*+,&- @A=B"#$) @A=B"#$) F&F+>*+,&?0 .#//0$) F&'+>*+,&?0 .#//0$) %&'E)!*+,&- %&'E)!*+,&- ...but also a desire by design 9)8G+) "H<0=B0<)"0<" 9)8G+) "H<0=B0<)"0<" L . 2//3$ 2//3$ %&')!*+,&- %&')!*+,&- team to ‘test’ different !"##$ %&'()!*+,&- !"##$ %&'()!*+,&- measures !456/78$ !456/78$ %&9!*+,&-) %&9!*+,&-) :"0;<=$) C//08$ :"0;<=$) C//08$ >&%+>*+,&?0 ((%# '&%)!*+,&- (&%+>*+,&?0 ((%# '&%)!*+,&- @A=B"#$) @A=B"#$) I' .#//0$) I' .#//0$) %&'E*%&'()!*+,&- %&'E*%&'()!*+,&- &'( ,&1-7D )!"/0)1.)2+)3"405-+"3&2"-0+,.67"8+)108"'6+49,."*.)'2"&)1" 5.4:&)+4&,".;'6&4'"<&)27"20,&6"=>$" M 2//3$ %&')!*+,&- *+"/0)1.)2+)3"405-+"3&2"-0+,.67"?&22+*."2'&49"*.)'27"20,&6"=>$ Different levels of !"##$ %&'()!*+,&- ,+"@,.4'6+4"-0+,.67"A>BC7"20,&6"':.65&,$ -+"@;:&(2'"&+6"20(64.":.&'"?(5?DA>BC7"20,&6"':.65&,$ $+"/0)1.)2+)3"3&2"-0+,.67"A>BC7"20,&6"':.65&,$ .+/E03"-(6)+)3"2'0*."8$"-&49"-0+,.67"?&22+*."2'&49"*.)'27"20,&6" complication and different !456/78$ %&9!*+,&-) ':.65&,"2F2'.5$ 0+//0)1.)2+)3"405-+"3&2"-0+,.67"A>BC7"20,&6"=>"2F2'.5$ G2.."&??.)1+;"<06"<(6':.6"1.'&+,2H C//08$ fuel sources :"0;<=$) >&%+>*+,&?0 '&%)!*+,&- @A=B"#$) I' .#//0$) %&>*%&,)!*+,&- !"#$%!" #$"%&'&"()&*+,&-,.
  • 9. " # Users #""--">> #""--">> ./')(-01$"-)" ./')(-01$"-)" Different levels of technical 2")3,')(-01$"-)" 2")3,')(-01$"-)" • "-4,'%!%5"'67"0(5"8 "-4,'%!%5"'67"0(5"8 "-4,'%!%5"'6%0="58 "-4,'%!%5"'6%0="58 confidence and environmental )(>='%!%5"'67"0(5"8 )(>='%!%5"'6%0="58 )(>='%!%5"'67"0(5"8 )(>='%!%5"'6%0="58 awareness *-$"5>=%-$1-? !""#$%&'())*+, *-$"5>=%-$1-? !""#$%&'())*+, !""#"-$'())*+, !""#"-$'())*+, Seeing the construction process 99,99 :;,99 ;<,99 99,99 :;,99 ;<,99 • helped understanding • Induction process... $ #""--">> ! #""--">> ./')(-01$"-)" ./')(-01$"-)" 2")3,')(-01$"-)" 2")3,')(-01$"-)" "-4,'%!%5"'67"0(5"8 "-4,'%!%5"'67"0(5"8 "-4,'%!%5"'6%0="58 "-4,'%!%5"'6%0="58 )(>='%!%5"'67"0(5"8 )(>='%!%5"'67"0(5"8 )(>='%!%5"'6%0="58 )(>='%!%5"'6%0="58 *-$"5>=%-$1-? *-$"5>=%-$1-? !""#$%&'())*+, !""#$%&'())*+, !""#"-$'())*+, !""#"-$'())*+, 99,99 :;,99 ;<,99 99,99 :;,99 ;<,99
  • 10. Userʼs goals for retrofit • Reduced bills (6) • Interest in ‘green issues’ (2) • Relative had solar panels and they wanted them too (1) • Peer pressure (neighbours wanted their house ‘done’) (1) • Doing their ‘civic duty’(1) • Work needed to be done to the house anyway (2) • Wanted the house to be more ‘modern’ (1) • “Just wanted new windows”(!) (1) (of 7 households)
  • 11. Userʼs ʻeverydayʼ goals A )".%)*"0' *7")5%$*$*' $"**,&-=/ !"#$ "*'!#$ #;")#-"' 3,;,&-)%%5' *"5.>/ !"#$%&$'(%)'*#+,&-'.#)*',&')"*)%(,*/ )"012"0'(1"3'4,33$ 4",&-'-)""& E )".%)*"0' *7")5%$*$*' $"**,&-=/ !"#$ "+'%#$ #;")#-"' 3,;,&-)%%5' *"5.>/ !"#$%&$'(%)'*#+,&-'.#)*',&')"*)%(,*/ )"012"0'(1"3'4,33$ 4",&-'-)""& Wide range of comfort ,&2)"#$"0'2%5(%)* ,&2)"#$"0'2%5(%)* • temperatures • Different levels of washing, K )".%)*"0' *7")5%$*$*' $"**,&-=/ !"#$ !('(#$ #;")#-"' 3,;,&-)%%5' *"5.>/ H )".%)*"0' *7")5%$*$*' $"**,&-=/ !"#$ !!'(#$ #;")#-"' 3,;,&-)%%5' *"5.>/ laundry etc !"#$%&$'(%)'*#+,&-'.#)*',&')"*)%(,*/ !"#$%&$'(%)'*#+,&-'.#)*',&')"*)%(,*/ )"012"0'(1"3'4,33$ )"012"0'(1"3'4,33$ ."")'.)"$$1)"'6()%5'&",-74%1)$8 5%0")&,$,&-'7%1$" 4",&-'-)""& 4",&-'-)""& • Accommodating pets and ‘everyday’ habits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
  • 12. System Controls (effectiveness) Control/Interface Usability Rating House Comment on Resident Use 1 2 3 4 5 Residents don’t use timer, just flick on clarity of purpose A and off as needed, using thermostat as a limit, but often switching off before this Central Heating Control intuitive switching B temp is reached. usefulness of labelling C ease of use D indication of system E response/feedback degree of fine control F Cover is fiddly to flip up to make adjustments, screen is not very Use manual control and thermostat with clear or big. Symbols hard to understand. Small buttons. G thermostat as limit. Control/Interface Usability Rating House Comment on Resident Use 1 2 3 4 5 clarity of purpose A Central Heating/ Solar Control intuitive switching B Understand some settings, but don’t like usefulness of labelling C not being able to switch ‘off’. ease of use D indication of system Understand some settings, but only use E to adjust temp up and down a bit. response/feedback Very good understanding of system, degree of fine control F navigates menus to control as needed. Lots of digital menus and sub-menus to navigate. Labelling very abstract. Constant temperature read-out. Small backlit display. G Control/Interface Usability Rating House Comment on Resident Use 1 2 3 4 5 Central Heating/ Heat Pump Control clarity of purpose A intuitive switching B Displayenhet Menysystem usefulness of labelling När dörren till värmepumpen öppnas visas menysystemets C fyra huvudmenyer samt viss grundinformation på displayen. Inomhustemperatur – Varmvatten- Very good understanding of system, ease of use D Utetemperatur (om rumsgivare finns) temperatur including adjusting ‘heatcurves’ etc. A Display indication of system B Statuslampa response/feedback E C OK-knapp degree of fine control F D Bakåt-knapp Digital screen is hard to read in bright light and usually hidden. E Manöverratt Symbols hard to understand without handbook. G Extra varmvatten Uppskattad mängd F Strömställare (om aktiverad) varmvatten Control/Interface Usability Rating Houses Comment on Resident Use F470 Meny 1 - Inomhusklimat Inställning och schemaläggning av inomhusklimatet. 1 2 3 4 5 Meny 2 - Varmvatten A Display Inställning och schemaläggning av varmvattenproduktionen.clarity of purpose A På displayen visas instruktioner, inställningar och Meny 3 - Info en) driftinformation. Med hjälp av den tydliga displayen Visning av temperatur- och annan driftinformation samt och ett lättanvänt menysystem kan du enkelt navigera tillgång till larmloggen. intuitive switching B
  • 13. Fuel usage and costs (efficiency) • Early results based on resident reporting......not robust yet! • Residents report cost savings - but these vary significantly • Several residents report significant savings - and appear to be undershooting design targets for energy use and CO2 emissions • One resident reports small savings - but issues with thermostat setting and MVHR/window opening • Will only be able to make a proper assessment once one year+ of data available
  • 14. Control Over Heating Comfort (satisfaction) A B • Residents report increased C thermal comfort: D E “I don’t have to go to bed in F thermals and a jumper anymore” G 0 1 2 3 4 5 6 7 No Control More Control Comfort Overall • Appears to be correlation between A comfort, control and satisfaction - B adaptive comfort (?) C D • Noise from MVHR an issue E F G 0 1 2 3 4 5 6 7 Unsatisfactory Satisfactory
  • 15. Other factors affecting satisfaction • Stress of construction process • Quality of finish • Responsiveness of maintenance • Quality of aftercare and support • PV + behaviour change • ‘Added bonus’ e.g. window cills, master- switch+parental control, reduced clothes washing • Improved environmental awareness
  • 16. Initial conclusions and implications • Cost savings of measures/households vary significantly - - a significant issue if cost is a major motivator? - implications for the ‘Green Deal’ and fuel poverty? • Some approaches more ‘fit and forget’ than others - can’t rely solely on ‘techno-fix’ • Feeling of ‘control’ very important - related to satisfaction and usability • Huge variations in ability to cope with change, level of interest and motivations among residents • Residents want to be involved throughout the process and need support afterwards - customer care needs to be a priority • Usability is key!
  • 17. Evolution in design? Computers have evolved...can retrofit? ....BUT Even iPhones aren’t always ‘useful’...
  • 18. “I made up my mind . . . that I would never try to reform man—that’s much too difficult. What I would do was to try to modify the environment in such a way as to get man moving in preferred directions” R. Buckminster Fuller