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More Information

  (C) Daniel Friedman Passive Solar Energy: A Probe into Claimed & Actual Performance
     

  • An Expert Takes a Probing Look into the Claims and Actual Performance of Passive Solar Energy Systems
    • Hybrid heating design for a passive solar home
    • Assessing thermal performance of passive solar design
    • Assessment of the function & cost effectiveness of a rockbed storage system for a passive solar home
    • Passive solar home design & build specifications
  • Questions & Answers about the actual vs claimed energy efficiency of solar energy
  • Solar Age Magazine Articles on Renewable Energy, Energy Savings, Construction Practices
  • References

Click to Show or Hide Related Topics

  • SOLAR ENERGY SYSTEMS - home
  • BLOCKBED RADIANT FLOORS - SOLAR DESIGN
  • FLOOR, CONCRETE SLAB CHOICES
  • GLASS vs HEAT MIRROR SOLAR GAIN/Loss
  • GREEN BUILDING CONSTRUCTION CODES GUIDES
  • GREENHOUSE DESIGN for SOLAR HEATING
  • GREENHOUSE / SUNSPACE GLARE
  • HEAT LOSS in BUILDINGS - home
  • INSULATION LOCATION - WHERE TO PUT IT
  • RADIANT SLAB FLOORING CHOICES
  • ROOF VENTING ENERGY SAVING DETAILS
  • PASSIVE SOLAR DESIGN KEY ELEMENTS
  • PASSIVE SOLAR DESIGN METHOD
  • PASSIVE SOLAR ENERGY MONITORING
  • PASSIVE SOLAR FLOOR TILES, PHASE CHANGE
  • PASSIVE SOLAR HEAT PERFORMANCE
  • PASSIVE SOLAR HOME, LOW COST
  • PASSIVE SOLAR PERFORMANCE PROBE
  • PASSIVE SOLAR Roof & Window Overhangs
  • PHOTOVOLTAIC POWER SYSTEMS
  • POLYCARBONATE GLAZING
  • REMOTE ELECTRIC POWER, PHOTOVOLTAIC
  • ROCK-BED SOLAR HEAT STORAGE DESIGN
  • SLAB INSULATION, PASSIVE SOLAR
  • SLATE THERMAL MASS for SOLAR HEAT STORAGE
  • SOLAR COLLECTOR AIR or GAS COLLECTION
  • SOLAR COLLECTOR EFFICIENCY COMPARISONS
  • SOLAR COLLECTOR FILMS
  • SOLAR COLLECTOR OUTGASSING
  • SOLAR COLLECTOR WOOD HOUSINGS
  • SOLAR GAIN CALCULATION
  • SOLAR HEATING SYSTEM DESIGNS
  • SOLAR HOT WATER HEATERS
  • SOLAR HOUSE EVALUATION
  • SOLAR MODULE MANUFACTURERS
  • SOLAR SHADES & SUNSCREENS
  • SOLAR SHADES, LOW-E EFFECTIVENESS
  • SOLAR WATER DISINFECTION
  • SOLAR HOT WATER HEATERS
  • SUNSPACE DESIGN for SOLAR HEATING
  • SUNSPACE GLAZING for SUNTANNING
  • SUNGAIN, FILMS, LOW-E GLASS
  • SWIMMING POOL HEATERS, OUTDOOR
  • SWIMMING POOL SOLAR HEAT, INDOOR
  • THERMAL MASS in BUILDINGS
  • WIND ENERGY SYSTEMS
InspectAPedia tolerates no conflicts of interest. We have no relationship with advertisers, products, or services discussed at this website.

This article discusses the actual vs claimed performance of passive solar designs and an explanation of why those figures differed in a 1980's passive solar home design are detailed. Illustration at page top and accompanying text are reprinted/adapted/excerpted with permission from Solar Age Magazine - editor Steven Bliss.

Readers should also see PASSIVE SOLAR HEAT PERFORMANCE. Also see ROCK-BED SOLAR HEAT STORAGE DESIGN and see SOLAR ENERGY SYSTEMS our solar energy home page, PASSIVE SOLAR DESIGN METHOD, and SOLAR HOUSE EVALUATION. Contact us to suggest text changes and additions and, if you wish, to receive online listing and credit for that contribution.

Green links show where you are. © Copyright 2013 InspectAPedia.com, All Rights Reserved. Author Daniel Friedman.

A Probe of Passive Solar System Performance: is passive solar energy as efficient in actual use as claimed in theory?

Steve Bliss, associate editor, Solar Age Magazine

The question-and-answer article below paraphrases, quotes-from, updates, and comments an original article from Solar Age Magazine and written by Steven Bliss.

Passive Solar Performance: Actual, Claimed, & Evaluated

Many passive solar homes surpass the thermal performance goals set by their designers. This success is often the result of careful management and low indoor temperatures, or conservative calculations to begin with. IN too many homes, though, great performance comes only at the expense of good design, or worse - the homes demand a heavy sacrifice of comfort from the occupants.

Passive solar home investigation (C) S Bliss D FriedmanFew such compromises were made in the architecturally ambitious Langley home, where careful consideration of living patterns and site issues remained a major concern throughout the passive solar project.

In addition to the usual siting and layout requirements of passive solar design, views to all directions were to be preserved, the solar collection space was also to serve as living space, and the heating program was to be flexible - providing heat only when and where it was needed.

Glass and lightly stained cedar interplay in the handsome geometry of the southern facade of the Langley house designed and built by the Bourgeois-Moran team. The brick mass wall in the sunspace provides a decorative boundary for the kitche workspace (see sketch below). Warmed air collected from the greenhouse in the upper plenum is ducted to the remote rockbed, which boosts the forced-hot-air auxiliary furnace. IN summer, clerestory glazing is opened for whole-house venting.

Architecturally, this house in western Massachusetts was and remains an unqualified success; the owners treasure their home. Yet thermal performance of this passive solar implementation at the time of this investigation was not encouraging. A close examination of the project suggested why passive solar performance goals had not been met and what steps might be taken to correct the problems.

As is the case with good custom homes - solar and non-solar alike - the initial design grew out of hours of conversation between the owners and the architect, probing their "philosophy of living" and feelings about the particular setting. Ken and Joan Langley and their teenage children were swept up in the design process. In their words, "we really got hooked on the idea of building when (we) suddenly realized how much the house would really be ours."

The plan provided for primary living spaces cantilevered over the south-sloping landscape toward mountain views and summer-shading deciduous trees. As cooking was a central activity of the Langley family, a large sunspace/kitchen area was designed as the spatial and thermal focus of the home.

With a hot-air above and rockbed below [for heat storage], the kitchen area would be the most consistently heated space. The adjoining two-story sunspace would function as both eating nook and circulation zone, therefore requiring few furnishings that might shade the direct-gain thermal mass. At the cost of losing a measure of thermal efficiency, the solar collection area was included as primary living space. R-9 night insulation was planned to minimize heat losses.

The Langleys were also a musical family. For occasional performances with family and friends, the expansive living room, opened up with west-facing windows, adjoins a raised music area. The platform serves nicely as an informal stage. Two teenage daughters [in the 1980's] needed smaller private spaces. The young women ended up with compact but exciting two-story bedrooms with large sleeping lofts.

All the rooms that face south can be opened to the sunny core of the home. Operable doors and windows are opened or closed as passive heating or cooling is required. For primary space heating, the Langleys, who each worked but anticipated soon being empty-nesters, wanted a flexible program that would deliver high-grade heat to peripheral rooms quickly, and only as needed. A passive-hybrid, forced hot air furnace system was chosen for its simplicity and economy.

The environmentally attuned design team placed the garage to the northwest as a wind buffer with the driveway to the south for solar-assisted snow removal. Similarly, a woodbin to the east of the entry is exposed to the south to help keep the wood dry. Judiciously placed plantings and a sparing use of glass kept the northern facade relatively enclosed for minimal heat loss.

Design for Hybrid Heating in This Passive Solar Home

Passive solar home design sketch (C) S Bliss D FriedmanChoosing ducts, fans, and dampers over pipes, pumps, and valves, the Bourgeois-Moran design team, together with consulting engineer Bill Alschuler, designed a passive-collection, active-delivery forced hot-air system for the Langley residence. Air from the heavily insulated plenum above the kitchen/greenhouse area is drawn down to a 25-ton rockbed storage component in the basement where it is heated in winter or cooled in summer. [Also see BLOCKBED RADIANT FLOORS - SOLAR DESIGN and PASSIVE SOLAR FLOOR TILES, PHASE CHANGE].

Sketch at left (Barbara Putnam).

The conditioned air is then ducted in-line through a Thermopride multi-fuel furnace and is passed by an auxiliary electric resistance element before being fed to the lower rooms and children's bedrooms through operable floor registers. The master bedroom is open to convective heating from the living room below, which has a backup wood stove. [Wood Burning Heaters Fireplaces Stoves].

The design/builders could not find a multi-fuel unit with built-in electric backup that met local code requirements, so they were forced to improvise with less-than-compatible components and controls. In an effort to achieve the higher efficiencies sought in active system rock storage, the consulting engineer designed a reversing system (two-way flow) with separate collection and delivery modes for heating and cooling, and an additional mode for electrically-boosted auxiliary heating. In summer, the owners open vent windows in the upper air plenum to convert it to a thermosiphoning tower, which both vents the sunspace and draws cooling air through the house.

Assessing Thermal Performance of This Passive Solar Design

According to performance criteria supplied by the design team, the Langley home was designed to attain a Solar Savings Fraction of .37, an ambitious goal for New England, in this case requiring 460 square feet of south-facing glass. This figure indicates that 37 percent of the heat required to maintain design temperature would be supplied by solar energy. At this level of performance, 5 1/2 cords of hardwood, supplying 55 million BTUs of auxiliary heat, would be required to maintain the indoor temperature at an average of 65 degF. [Also see PASSIVE SOLAR HEAT PERFORMANCE].

Floor plans passive solar home (C) S Bliss D FriedmanIn fact, in the heating season of 1981-82, the Langleys burned only 5 1/2 cords of hardwood, but design temperatures were not approached. Based on data compiled by the owner on a multi-thermistor Heliologic control module, house temperatures were as follows: while average daytime temperatures were maintained close to 63 degF throughout much of the house, the nighttime average in-house temperature dropped to 58 degF.

The kitchen/greenhouse area rarely exceeded the high 50's. After a sunny day with no auxiliary heat, the house averaged 60-62 degF. before sunset. On these days the upper plenum reached the mid-70's, the rockbed the mid 60's, and warm air to the room approximately 60 degF. The owners reported that air from the supply registers, even when warmer than room temperature, felt cold to the skin. It's not like the 110-120 degF. air that they expected from a forced hot-air heating system. [Also see PASSIVE SOLAR ENERGY MONITORING].

While the owners were very pleased with their home, with the thoughtful and imaginative use of space, the grand views, and fine detailing throughout, they expressed disappointment in the solar performance of the building. They reported that the rockbed did not work as expected, and, in fact, was not needed since overheating was not a problem.

On winter mornings, the Langleys tolerated a chilly kitchen, feeling it was the price they paid for the glass and the views. They also wished they had more control over temperatures in the master bedroom, which is always open to the living room below. When they warmed the living room by lighting the wood stove, they automatically warmed the bedroom above to a few degrees higher. The Langleys, however, liked to sleep in a cold room.

The design/build team felt that the owners did not fully understand the function of the rock storage -that it was a thermal flywheel meant to stabilize temperature swings rather than to supply high-temperature air to the registers on its own.

The consulting engineer, after being alerted to the problems, carefully rechecked his calculations and later visited the completed site. His measur4ements indicated a 35 percent reduction in insulation at the greenhouse due to shading (on a specific day of observation in early October, at 2:00 PM). He also noted the lack of nighttime insulation and, as water leaks had plagued the greenhouse glazing, he suspected high infiltration losses as well.

The consultant who performed the calculations assumed an unobstructed southern exposure, while the owners and designer had planned to leave trees for summer shading and landscaping. After some trimming of these trees, the owners estimated a 20-percent shading loss may still have remained.

As for the R-9 night insulation in the calculations, the owners planned to install some night insulation as soon as they had tackled the greenhouse leakage problems.

The lack of nighttime insulation alone dramatically lowered the SSF from 0.37 to just above 0.10, raising the auxiliary heating requirements by 23 million BTUs or almost 2 1/2 cords of wood more than the original 5 1/2 estimated.

The estimated shading coefficient of 20 percent at the sunspace would account for an additional loss of 6.6 million BTUS annually. If glazing repairs reduced air infiltration in the sunspace, greater savings would accrue as well.

The house as a whole had a relatively high heat loss compared with passive solar homes of similar size. This was partly due to the liberal use of non-south-facing windows and the inclusion of the greenhouse as primary living space. The amenities that resulted from these design decisions must certainly be weighed in the economic equation.

Assessing the Rock Bed Storage System for this Passive Solar Home

A reversing rockbed, when operated effectively, will perform at a higher efficiency than a simpler one-way-flow rockbed storage system. But the additional cost and complexity may not be justified in a passive-collection system such as the one designed for this home. Temperature gradients across the rockbed were too small to make much of a difference. [See ROCK-BED SOLAR HEAT STORAGE DESIGN.]

The designers, in retrospect, tend to agree. If the whole house were brought up to design temperatures by correcting the heat loss and shading problems, then the owners would probably be more satisfied with the rockbed as "flywheel". Fine-tuning the passive solar system so that control settings, air temperatures, and blower speeds are balanced for owner comfort could help further.

Despite the shortcomings in the home's thermal performance, the Langleys reported that "the home offers so much flexibility that we have found ways to make it do what we want." And as corrective measures helped bring the house in conformity with its original design criteria, it was likely to fulfill its promise as an exciting and working passive solar home.

Passive Solar Home Design & Build Participants & Specifications

  • Architect/Contractor: Donald J. and Mollie B. Bourgeois-Moran
  • Energy Consultant: Energy Design Team

Building Data

  • Completion date: August 1981
  • Square footage: 2100
  • Heating degree days: 6197
  • Design heating load: 7.8 BTU/(degF-day Ft2)
  • Collector: direct gain:, 460 square feet south facing
  • Thermal Storage: 21,300 BTU/degF: concrete slab, brick masonry walls, 50-ton remote rock bin

Conservation Package

  • Foundation: R-10, 2-inch Styrofoam™
  • Walls: R-28, 6-inches fiberglass, 1-inch Thermax™
  • Ceiling: R-40, 12 inches fiberglass insulation
  • Glazing: double-glazing on the south, triple on additional 177.5 square feet
  • Night insulation: R-9 to be installed on south glazing

This article is reprinted/adapted/excerpted with permission from Solar Age Magazine - editor Steven Bliss.

Here we include solar energy, solar heating, solar hot water, and related building energy efficiency improvement articles reprinted/adapted/excerpted with permission from Solar Age Magazine - editor Steven Bliss.

Original article

This article appears in original form (the PDF links just below) and an updated/expanded web article above.

  • A Probe of Passive [Solar System] Performance part 1 - PDF version, use your browser's back button to return to this page. Original article, Solar Age Magazine, MMM, 1986, adapted and updated for InspectAPedia.com in 2011.
  • A Probe of Passive [Solar System] Performance part 2

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Technical Reviewers & References

Related Topics, found near the top of this page suggest articles closely related to this one.

  • Solar Age Magazine was the official publication of the American Solar Energy Society. The contemporary solar energy magazine associated with the Society is Solar Today. "Established in 1954, the nonprofit American Solar Energy Society (ASES) is the nation's leading association of solar professionals & advocates. Our mission is to inspire an era of energy innovation and speed the transition to a sustainable energy economy. We advance education, research and policy. Leading for more than 50 years. ASES leads national efforts to increase the use of solar energy, energy efficiency and other sustainable technologies in the U.S. We publish the award-winning SOLAR TODAY magazine, organize and present the ASES National Solar Conference and lead the ASES National Solar Tour – the largest grassroots solar event in the world."
  • Steve Bliss's Building Advisor at buildingadvisor.com helps homeowners & contractors plan & complete successful building & remodeling projects: buying land, site work, building design, cost estimating, materials & components, & project management through complete construction. Email: info@buildingadvisor.com
    Steven Bliss served as editorial director and co-publisher of The Journal of Light Construction for 16 years and previously as building technology editor for Progressive Builder and Solar Age magazines. He worked in the building trades as a carpenter and design/build contractor for more than ten years and holds a masters degree from the Harvard Graduate School of Education. Excerpts from his recent book, Best Practices Guide to Residential Construction, Wiley (November 18, 2005) ISBN-10: 0471648361, ISBN-13: 978-0471648369, appear throughout this website, with permission and courtesy of Wiley & Sons. Best Practices Guide is available from the publisher, J. Wiley & Sons, and also at Amazon.com
  • Mark Cramer Inspection Services Mark Cramer, Tampa Florida, Mr. Cramer is a past president of ASHI, the American Society of Home Inspectors and is a Florida home inspector and home inspection educator. Mr. Cramer serves on the ASHI Home Inspection Standards. Contact Mark Cramer at: 727-595-4211 mark@BestTampaInspector.com
  • John Cranor is an ASHI member and a home inspector (The House Whisperer) is located in Glen Allen, VA 23060. He is also a contributor to InspectApedia.com in several technical areas such as plumbing and appliances (dryer vents). Contact Mr. Cranor at 804-747-7747 or by Email: johncranor@verizon.net
  • Carson, Dunlop &
Associates Ltd., TorontoCarson, Dunlop & Associates Ltd., 120 Carlton Street Suite 407, Toronto ON M5A 4K2. (416) 964-9415 1-800-268-7070 info@carsondunlop.com. The firm provides professional home inspection services & home inspection education & publications. Alan Carson is a past president of ASHI, the American Society of Home Inspectors. Thanks to Alan Carson and Bob Dunlop, for permission for InspectAPedia to use text excerpts from The Home Reference Book & illustrations from The Illustrated Home. Carson Dunlop Associates' provides:
    • Commercial Building Inspection Courses - protocol ASTM Standard E 2018-08 for Property Condition Assessments
    • Home Inspection Education Courses including home study & live classes at eleven colleges & universities.
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      Special Offer: Carson Dunlop Associates offers InspectAPedia readers in the U.S.A. a 5% discount on these courses: Enter INSPECTAHITP in the order payment page "Promo/Redemption" space. InspectAPedia.com editor Daniel Friedman is a contributing author.
    • The Home Reference Book, a reference & inspection report product for building owners & inspectors.
      Special Offer: For a 10% discount on any number of copies of the Home Reference Book purchased as a single order. Enter INSPECTAHRB in the order payment page "Promo/Redemption" space. InspectAPedia.com editor Daniel Friedman is a contributing author.
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      Special Offer: For a 5% discount on any number of copies of the Home Reference eBook purchased as a single order. Enter inspectaehrb in the order payment page "Promo/Redemption" space.
    • The Illustrated Home illustrates construction details and building components, a reference for owners & inspectors.
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  • Passive Solar Design Handbook Volume I, the Passive Solar Handbook Introduction to Passive Solar Concepts, in a version used by the U.S. Air Force - online version available at this link and from the USAF also at wbdg.org/ccb/AF/AFH/pshbk_v1.pdf
  • Passive Solar Design Handbook Volume II, the Passive Solar Handbook Comprehensive Planning Guide, in a version used by the U.S. Air Force - online version available at this link and from the USAF also at wbdg.org/ccb/AF/AFH/pshbk_v2.pdf [This is a large PDF file that can take a while to load]
  • Passive Solar Handbook Volume III, the Passive Solar Handbook Programming Guide, in a version used by the U.S. Air Force - online version available at this link and from the USAF also at wbdg.org/ccb/AF/AFH/pshbk_v3.pdf
  • The Passive Solar Design and Construction Handbook, Steven Winter Associates (Author), Michael J. Crosbie (Editor), Wiley & Sons, ISBN 978-047118382 or 0471183083 is available at Amazon.com and via the The Passive Solar Design and Construction Handbook, Steven Winter Associates (Author), Michael J. Crosbie (Editor), Wiley & Sons, ISBN 978-047118382 or 0471183083 is available at Amazon.com and via the InspectAPedia Bookstore
  • "Passive Solar Home Design", U.S. Department of Energy, describes using a home's windows, walls, and floors to collect and store solar energy for winter heating and also rejecting solar heat in warm weather.
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  • "Heat Exchangers for Solar Water Heating Systems", U.S. DOE describes the types of solar water heater heat exchange methods between the sun and the building's hot water supply
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  • "Solar Water Heating System Maintenance and Repair", U.S. DOE
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  • "Scaling and Corrosion in Solar Water Heating Systems", U.S. DOE
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  • "Solar Liquid Heating" U.S. DOE, systems using liquid (typically water) in flat plate solar collectors to collect solar energy in the form of heat for transfer into a building for space heating or hot water heating. The term "solar liquid" is used for accuracy, rather than "solar water" because the water may contain an antifreeze or other chemicals.

Books & Articles on Building & Environmental Inspection, Testing, Diagnosis, & Repair

  • Our recommended books about building & mechanical systems design, inspection, problem diagnosis, and repair, and about indoor environment and IAQ testing, diagnosis, and cleanup are at the InspectAPedia Bookstore. Also see our Book Reviews - InspectAPedia.
  • Home Reference Book - Carson DunlopThe Home Reference Book - the Encyclopedia of Homes, Carson Dunlop & Associates, Toronto, Ontario, 25th Ed., 2012, is a bound volume of more than 450 illustrated pages that assist home inspectors and home owners in the inspection and detection of problems on buildings. The text is intended as a reference guide to help building owners operate and maintain their home effectively. Field inspection worksheets are included at the back of the volume. Special Offer: For a 10% discount on any number of copies of the Home Reference Book purchased as a single order. Enter INSPECTAHRB in the order payment page "Promo/Redemption" space. InspectAPedia.com editor Daniel Friedman is a contributing author.

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  • GO TO Carson Dunlop's Home Study Course Information - How to Become a Home Inspector: Carson Dunlop's nationally recognized Home Study Course, selected by ASHI the American Society of Home Inspectors and other professionals and associations. This website author is a contributor to this course.
  • GO TO Carson Dunlop's Home Study Course Information - How to Become a Home Inspector: Carson Dunlop's nationally recognized Home Study Course, selected by ASHI the American Society of Home Inspectors and other professionals and associations. This website author is a contributor to this course.
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  • Best Practices Guide to Residential Construction, Wiley (November 18, 2005) ISBN-10: 0471648361, ISBN-13: 978-0471648369, appear throughout this website, with permission and courtesy of Wiley & Sons. Best Practices Guide is available from the publisher, J. Wiley & Sons, and also at Amazon.com.
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