Evaluating assumptions of scales for subjective assessment of thermal environments – Do laypersons perceive them the way, we researchers believe?

Marcel Schweiker, Maíra André, Farah Al-Atrash, Hanan Al-Khatri, Rea Risky Alprianti, Hayder Alsaad, Rucha Amin, Eleni Ampatzi, Alpha Yacob Arsano, Elie Azar, Bahareh Bannazadeh, Amina Batagarawa, Susanne Becker, Carolina Buonocore, Bin Cao, Joon Ho Choi, Chungyoon Chun, Hein Daanen, Siti Aisyah Damiati, Lyrian DanielRenata De Vecchi, Shivraj Dhaka, Samuel Domínguez-Amarillo, Edyta Dudkiewicz, Lakshmi Prabha Edappilly, Jesica Fernández-Agüera, Mireille Folkerts, Arjan Frijns, Gabriel Gaona, Vishal Garg, Stephanie Gauthier, Shahla Ghaffari Jabbari, Djamila Harimi, Runa T. Hellwig, Gesche M. Huebner, Quan Jin, Mina Jowkar, Jungsoo Kim, Nelson King, Boris Kingma, M. Donny Koerniawan, Jakub Kolarik, Shailendra Kumar, Alison Kwok, Roberto Lamberts, Marta Laska, M. C.Jeffrey Lee, Yoonhee Lee, Vanessa Lindermayr, Mohammadbagher Mahaki, Udochukwu Marcel-Okafor, Laura Marín-Restrepo, Anna Marquardsen, Francesco Martellotta, Jyotirmay Mathur, Isabel Mino-Rodriguez, Azadeh Montazami, Di Mou, Bassam Moujalled, Mia Nakajima, Edward Ng, Marcellinus Okafor, Mark Olweny, Wanlu Ouyang, Ana Lígia Papst de Abreu, Alexis Pérez-Fargallo, Indrika Rajapaksha, Greici Ramos, Saif Rashid, Christoph F. Reinhart, Ma Isabel Rivera, Mazyar Salmanzadeh, Karin Schakib-Ekbatan, Stefano Schiavon, Salman Shooshtarian, Masanori Shukuya, Veronica Soebarto, Suhendri Suhendri, Mohammad Tahsildoost, Federico Tartarini, Despoina Teli, Priyam Tewari, Samar Thapa, Maureen Trebilcock, Jörg Trojan, Ruqayyatu B. Tukur, Conrad Voelker, Yeung Yam, Liu Yang, Gabriela Zapata-Lancaster, Yongchao Zhai, Yingxin Zhu, Zahra Sadat Zomorodian

Research output: Contribution to journalArticlepeer-review

45 Citations (Scopus)

Abstract

People's subjective response to any thermal environment is commonly investigated by using rating scales describing the degree of thermal sensation, comfort, and acceptability. Subsequent analyses of results collected in this way rely on the assumption that specific distances between verbal anchors placed on the scale exist and that relationships between verbal anchors from different dimensions that are assessed (e.g. thermal sensation and comfort) do not change. Another inherent assumption is that such scales are independent of the context in which they are used (climate zone, season, etc.). Despite their use worldwide, there is indication that contextual differences influence the way the scales are perceived and therefore question the reliability of the scales’ interpretation. To address this issue, a large international collaborative questionnaire study was conducted in 26 countries, using 21 different languages, which led to a dataset of 8225 questionnaires. Results, analysed by means of robust statistical techniques, revealed that only a subset of the responses are in accordance with the mentioned assumptions. Significant differences appeared between groups of participants in their perception of the scales, both in relation to distances of the anchors and relationships between scales. It was also found that respondents’ interpretations of scales changed with contextual factors, such as climate, season, and language. These findings highlight the need to carefully consider context-dependent factors in interpreting and reporting results from thermal comfort studies or post-occupancy evaluations, as well as to revisit the use of rating scales and the analysis methods used in thermal comfort studies to improve their reliability.

Original languageEnglish
Article number109761
JournalEnergy and Buildings
Volume211
DOIs
Publication statusPublished - 2020 Mar 15

Bibliographical note

Funding Information:
The project was performed within the framework of the International Energy Agency - Energy in Buildings and Communities Program (IEA-EBC) Annex69 “Strategy and Practice of Adaptive Thermal Comfort in Low Energy Buildings”. www.iea-ebc.org, www.annex69.org. M.Sch. S.B. and K.S-E. Acknowledge funding by the Heidelberg Academy of Sciences and Humanities within the project “Thermal comfort and pain”. F.A-A. and the research related to Jordan was supported by M.Sch. B.C. is thankful to the National Natural Science Foundation of China (No. 51521005 and No. 51678330). C.C. is thankful to National Research Foundation of Korea (No. NRF-2017R1A2B4012122), J.C. is thankful to the U.S. National Science Foundation (No. 1707068), S.D-A. is thankful for the funding support of the TEP-130 R&D group from the US. L.P.E. would like to thank IITM, India for the support and DAAD for the scholarship, S.G. would like to thank the Sustainable Energy Research Group (energy.soton.ac.uk) for supporting this work. R.T.H. would like to thank the Obelske Familiefond, Denmark for supporting this work. G.M.H was supported by Research Councils UK (RCUK) Centre for Energy Epidemiology (EP/K011839/1) and UK Research and Innovation through the Centre for Research into Energy Demand Solutions, grant reference number EP/R 035288/1. Q.J. acknowledges the funding by Chalmers Energy Area of Advance. B.K. is thankful for Heatshield, under EU Horizon 2020 grant agreement No 668786 and the Ministerie van Defensie (SOLAR V1605). M.C.J.L. would thank for MOST Taiwan and NTCUST to support the funding and measure instruments. W.O. is supported by General Research Fund, Research Grant Council, Hong Kong (Project code: 14629516) and Vice-Chancellor's One-off Discretionary Fund of the Chinese University of Hong Kong. V.S.‘s involvement in the project was partially funded through the Special Study Program provided by The Faculty of Professions, University of Adelaide. DT would like to thank Vinnova (Sweden's Innovation Agency), The statistical analysis was conducted by M.Sch. R.T.H. S.B. G.M.H. and J.K.; R.T.H. developed the design for Figs. 4, 5, 7 to 9, which were implemented into R code by M.Sch. All authors were involved in the preparation of individual applications, data collection of one or more applications, and reviewing the manuscript. The authors are thankful to the following additional researchers supporting data collection or preparation of questionnaires: Eleni Alexandrou (University of Athens, Greece), Dr Gráinne McGill (Glasgow School of Art, United Kingdom), Amar Abdul-Zahra (University of Technology, Iraq), Dr. N.C.Balaji and Ms. Nikitha V. Anand (Department of Civil Engineering, The National Institute of Engineering, Mysuru, India), Renate Kania (Karlsruhe Institute of Technology, Germany), Dalal Al-Khatri, Noor Alhuda Al-Saqri, and Maryam Al-Bartamani, Zhihe Wang (University of Southern California, U.S.), Miguel Angel Campano (Universidad de Sevilla), Andrés Chico, Freddy Ordoñez, Jesús López (Escuela Politécnica Nacional – EPN), Ricardo Narváez (Universidad Central del Ecuador), Guillermo Soriano (Escuela Superior Politécnica del Litoral - ESPOL), Daniel Quiroz (Universidad Regional Amazónica Ikiam), Stalin Guamán (Universidad Regional Amazónica Ikiam), Prof Mahena Stief, Dr. Julia Sonnberger, Stefan Keller, Prof Markus Reppich, Prof Michael Krupp, Jan-Olof Dalenbäck, Holger Wallbaum, Björn Gross, Ulrike Rahe, Prof. Jørn Toftum (DTU, Denmark), Yi-Cheng Lei, Eugene Leung, Bentley Rager, Rachel Rimmer, Kelly Schoenborn, Tadeo Nedala, Menelik Tibikabire, Prof Bruce Lonnman, Yi-Cheng Lei.

Funding Information:
Q.J. acknowledges the funding by Chalmers Energy Area of Advance.

Funding Information:
B.K. is thankful for Heatshield, under EU Horizon 2020 grant agreement No 668786 and the Ministerie van Defensie (SOLAR V1605).

Funding Information:
J.C. is thankful to the U.S. National Science Foundation (No. 1707068 )

Funding Information:
R.T.H. would like to thank the Obelske Familiefond , Denmark for supporting this work.

Funding Information:
S.D-A. is thankful for the funding support of the TEP-130 R&D group from the US.

Funding Information:
C.C. is thankful to National Research Foundation of Korea (No. NRF-2017R1A2B4012122 )

Funding Information:
L.P.E. would like to thank IITM, India for the support and DAAD for the scholarship

Funding Information:
G.M.H was supported by Research Councils UK (RCUK) Centre for Energy Epidemiology ( EP/K011839/1 ) and UK Research and Innovation through the Centre for Research into Energy Demand Solutions, grant reference number EP/R 035288/1.

Funding Information:
F.A-A. and the research related to Jordan was supported by M.Sch.

Funding Information:
S.G. would like to thank the Sustainable Energy Research Group (energy.soton.ac.uk) for supporting this work.

Funding Information:
B.C. is thankful to the National Natural Science Foundation of China (No. 51521005 and No. 51678330 ).

Publisher Copyright:
© 2020

All Science Journal Classification (ASJC) codes

  • Civil and Structural Engineering
  • Building and Construction
  • Mechanical Engineering
  • Electrical and Electronic Engineering

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