A Review of Thermal Comfort Assessment Methods in Heritage Buildings

Authors

  • Biondy Dwiki Ibnu Wardana Post-Graduate Student in Magister of Architecture at Merdeka University, Malang, Indonesia
  • Erlina Laksmiani Wahjutami Universitas Merdeka Malang
  • Nurul Aini Universitas Merdeka Malang

DOI:

https://doi.org/10.26905/icgss.v9i1.16389

Keywords:

Method, Assessment, Thermal Comfort, Building, Heritage

Abstract

Heritage buildings are architectural structures renowned for their historical, cultural, social, or architectural significance, often preserved due to their association with pivotal historical events, distinctive architectural styles, influential figures, or enduring cultural traditions. Beyond these attributes, heritage buildings are also recognized for their ability to provide effective thermal comfort to its occupants through passive cooling strategies. This capability reflects centuries of learning and adaptation, with these buildings designed to harmonize with their surrounding environment to ensure optimal comfort for their users. The unique thermal characteristics of heritage buildings have garnered significant interest from researchers, prompting numerous studies on their thermal performance. This article reviews journal articles that investigate thermal comfort in heritage buildings globally. The articles were identified through searches on platforms such as Google Scholar, Mendeley, and Publish or Perish, followed by a selection process that resulted in 40 articles being included in the review. The primary aim of this review is to identify the thermal comfort assessment methods commonly employed in research on heritage buildings and to examine the correlation between these methods and the types of studies conducted. By systematically categorizing and analyzing the methodologies used in the reviewed articles, this study offers a comparative evaluation of their relevance and effectiveness in the context of heritage buildings. Moreover, it seeks to understand how different assessment approaches align with specific research objectives and environmental contexts, thereby providing insights into the suitability of each method for various research frameworks. The findings indicate that four primary methods are employed in the reviewed journal articles: literature reviews, physical surveys and measurements, questionnaire surveys, and computer simulations. Among these, physical surveys and measurements are the most frequently used, appearing in 31 articles, followed by computer simulations in 25 articles, questionnaires in 15 articles, and literature reviews in 7 articles. In some cases, these methods are used exclusively, while in others, they are applied simultaneously in the same research.

Downloads

Download data is not yet available.

References

Abdul Hamid, A., Johansson, D., & Bagge, H. (2020). Ventilation measures for heritage office buildings in temperate climate for improvement of energy performance and IEQ. Energy and Buildings, 211, 109822. https://doi.org/10.1016/j.enbuild.2020.109822

Ahmad, R. M., El-Sayed, Z., Taha, D., Shokry, H., & Mahmoud, H. (2021). An approach to select an energy-efficient shading device for the south-oriented façades in heritage buildings in Alexandria, Egypt. Energy Reports, 7, 133–137. https://doi.org/10.1016/j.egyr.2021.06.024

Al-Sakkaf, A., Abdelkader, E. M., Mahmoud, S., & Bagchi, A. (2021). Studying energy performance and thermal comfort conditions in heritage buildings: A case study of murabba palace. Sustainability (Switzerland), 13(21). https://doi.org/10.3390/su132112250

Alsaid, A. M., Hegazi, Y. S., Shalaby, H. A., & Ahmed, M. A. (2023). Methodology to Improve Energy Efficiency of Heritage Buildings Using HBIM-Sabil Qaitbay: A Case Study from Egypt. Civil Engineering and Architecture, 11(1), 425–449. https://doi.org/10.13189/cea.2023.110134

Alwetaishi, M. (2022). Can we learn from heritage buildings to achieve nearly zero energy building and thermal comfort? A case study in a hot climate. Advances in Building Energy Research, 16(2), 214–230. https://doi.org/10.1080/17512549.2020.1844047

ASHRAE-55. (2017). Thermal Environmental Conditions for Human Occupancy-2017. ANSI/ASHRAE Standard 55, 7, 60.

Bakhtiari, H., Akander, J., & Cehlin, M. (2020). Evaluation of thermal comfort in a historic building refurbished to an office building with modernized HVAC systems. Advances in Building Energy Research, 14(2), 218–237. https://doi.org/10.1080/17512549.2019.1604428

Balocco, C., & Colaianni, A. (2018). Modelling of reversible plant system operations in a cultural heritage school building for indoor thermal comfort. Sustainability (Switzerland), 10(10). https://doi.org/10.3390/su10103776

Blázquez, T., Ferrari, S., Suárez, R., & Sendra, J. J. (2019). Adaptive approach-based assessment of a heritage residential complex in southern Spain for improving comfort and energy efficiency through passive strategies: A study based on a monitored flat. Energy, 181, 504–520. https://doi.org/10.1016/j.energy.2019.05.160

Caro, R., & Sendra, J. J. (2021). Are the dwellings of historic Mediterranean cities cold in winter? A field assessment on their indoor environment and energy performance. Energy and Buildings, 230. https://doi.org/10.1016/j.enbuild.2020.110567

Coch, H. (1998). Bioclimatism in vernacular architecture. Renewable & Sustainable Energy Reviews, 2(1–2), 67–87. https://doi.org/10.1016/s1364-0321(98)00012-4

Diler, Y., Turhan, C., Durmuş Arsan, Z., & Gökçen Akkurt, G. (2021). Thermal comfort analysis of historical mosques. Case study: The Ulu mosque, Manisa, Turkey. Energy and Buildings, 252. https://doi.org/10.1016/j.enbuild.2021.111441

Fanger, P. O. (1970). Thermal Comfort: Analysis and Applications in Environmental Engineering. Danish Technical Press. https://books.google.co.id/books?id=S0FSAAAAMAAJ

Fedorczak-Cisak, M., Kowalska-Koczwara, A., Nering, K., Pachla, F., Radziszewska-Zielina, E., Stecz, P., Tatara, T., & Jeleński, T. (2022). Measurement and Diagnosis of Comfort in a Historic Building. Energies, 15(23). https://doi.org/10.3390/en15238963

Gomes, M. G., Rodrigues, A. M., & Natividade, F. (2021). Thermal and energy performance of medical offices of a heritage hospital building. Journal of Building Engineering, 40(March). https://doi.org/10.1016/j.jobe.2021.102349

He, D., & Isa, M. H. M. (2024). Investigation of indoor thermal comfort of heritage buildings in hot summer and cold winter zone of China: A case study. Case Studies in Thermal Engineering, 53(November 2023). https://doi.org/10.1016/j.csite.2023.103820

Ibrahim, H. S. S., Khan, A. Z., Mahar, W. A., Attia, S., & Serag, Y. (2021). Assessment of passive retrofitting scenarios in heritage residential buildings in hot, dry climates. Energies, 14(11), 1–27. https://doi.org/10.3390/en14113359

ICOMOS. (2011). The Paris Declaration on heritage as a driver of development (Adopted at Paris, UNESCO headquarters, on Thursday 1st December 2011). December 2011, 1–6. http://www.icomos.org/en/157-articles-en-francais/ressources/publications/477-icomos-17th-general-assembly-scientific-symposium-proceedings?showall=1&limitstart=%0Ahttp://www.icomos.org/en/charters-and-texts

Jin, Y., & Zhang, N. (2021). Comprehensive assessment of thermal comfort and indoor environment of traditional historic stilt house, a case of dong minority dwelling, China. Sustainability (Switzerland), 13(17). https://doi.org/10.3390/su13179966

Jo, H. H., Yuk, H., Kang, Y., & Kim, S. (2023). Conservation of architectural heritage: Innovative approaches to enhance thermal comfort and promote sustainable usage in historic buildings. Case Studies in Thermal Engineering, 51(April). https://doi.org/10.1016/j.csite.2023.103500

Khalil, A. M. R., Hammouda, N. Y., & El-Deeb, K. F. (2018). Implementing sustainability in retrofitting heritage buildings. Case study: Villa antoniadis, alexandria, egypt. Heritage, 1(1), 57–87. https://doi.org/10.3390/heritage1010006

Khledj, S., & Bencheikh, H. (2021). Impact of a Retrofitting Project on Thermal Comfort and Energy Efficiency of a Historic School in Miliana, Algeria. International Journal of Architectural Heritage, 15(3), 407–425. https://doi.org/10.1080/15583058.2019.1621960

Kushwah, A., Gaur, M. K., Pandit, R. K., & Singh, P. (2020). Material Thermal Performance Comparison Between The Tomb Of Mohammad Ghaus Heritage Building And A Modern Style Dwelling In Madhya Pradesh. International Journal of Built Environment and Sustainability, 7(2), 33–44. https://doi.org/10.11113/ijbes.v7.n2.482

Lippsmeier, G. (1994). Bangunan tropis. Penerbit Erlangga. https://books.google.co.id/books?id=XjnnnQAACAAJ

Liu, C., Xie, H., Ali, H. M., & Liu, J. (2022). Evaluation of Passive Cooling and Thermal Comfort in Historical Residential Buildings in Zanzibar. Buildings, 12(12). https://doi.org/10.3390/buildings12122149

Mangeli, M., Aram, F., Balderlu, S. A., Babayi, S., & Mosavi, A. (2023). Assessing indoor thermal comfort of rock-cut architecture in Meymand world heritage site during winter and summer. Energy Reports, 10, 439–450. https://doi.org/10.1016/j.egyr.2023.06.056

Martinez-Molina, A., Boarin, P., Tort-Ausina, I., & Vivancos, J. L. (2018). Assessing visitors’ thermal comfort in historic museum buildings: Results from a Post-Occupancy Evaluation on a case study. Building and Environment, 132(January), 291–302. https://doi.org/10.1016/j.buildenv.2018.02.003

Martínez-Molina, A., Tort-Ausina, I., Cho, S., & Vivancos, J. L. (2016). Energy efficiency and thermal comfort in historic buildings: A review. Renewable and Sustainable Energy Reviews, 61, 70–85. https://doi.org/10.1016/j.rser.2016.03.018

Martinez-Molina, A., Williamson, K., & Dupont, W. (2022). Thermal comfort assessment of stone historic religious buildings in a hot and humid climate during cooling season. A case study. Energy and Buildings, 262. https://doi.org/10.1016/j.enbuild.2022.111997

Mohamed, M., Klingmann, A., & Samir, H. (2019). Examining the Thermal Performance of Vernacular Houses in Asir Region of Saudi Arabia. Alexandria Engineering Journal, 58(2), 419–428. https://doi.org/10.1016/j.aej.2019.03.004

Morsy, M., Fahmy, M., Abd Elshakour, H., & Belal, A. M. (2018). Effect of Thermal Insulation on Building Thermal Comfort and Energy Consumption in Egypt. Journal of Advanced Research in Applied Mechanics Journal Homepage, 43(1), 8–19. www.akademiabaru.com/aram.html

Murillo, K. S., Fouseki, K., & Altamirano, H. (2021). A sociotechnical approach to users’ heritage values and decision-making processes for energy efficiency and thermal comfort in heritage buildings: A pilot study in Mexico City. IOP Conference Series: Earth and Environmental Science, 863(1). https://doi.org/10.1088/1755-1315/863/1/012031

Noori, A., & Hameed, A. (2011). Thermal Comfort Assessment to Building Envelope: A Case Study for New Mosque Design in Baghdad.Pdf. 2(3), 249–264.

Onecha, B., & Dotor, A. (2021). Simulation method to assess thermal comfort in historical buildings with high-volume interior spaces—the case of the gothic basilica of sta. Maria del mar in barcelona. Sustainability (Switzerland), 13(5), 1–20. https://doi.org/10.3390/su13052980

Palka Bayard de Volo, E., Pulvirenti, B., Jahanbin, A., Guidorzi, P., & Semprini, G. (2023). Numerical Analysis on the Optimisation of Thermal Comfort Levels in an Office Located inside a Historical Building. Applied Sciences (Switzerland), 13(5). https://doi.org/10.3390/app13052954

Prabowo, A. (2020). THERMAL COMFORT INVESTIGATION ON HOLY MOSQUE IN BANDUNG Case Study : Lautze 2 Mosque Bandung. Journal of Architectural Research and Education, 2(1), 82. https://doi.org/10.17509/jare.v2i1.24105

Requena-Ruiz, I. (2016). Thermal comfort in twentieth-century architectural heritage: Two houses of Le Corbusier and André Wogenscky. Frontiers of Architectural Research, 5(2), 157–170. https://doi.org/10.1016/j.foar.2016.02.001

Sáez-Pérez, M. P., García Ruiz, L. M., Durán-Suárez, J. A., Castro-Gomes, J., Martinez-Ramirez, A., & Villegas-Broncano, M. Á. (2023). Comparative Analysis of Thermal Behavior in Different Seasons in Building Heritage: Case Study of the Royal Hospital of Granada. Buildings, 13(12). https://doi.org/10.3390/buildings13123048

Snyder, H. (2019). Literature review as a research methodology: An overview and guidelines. Journal of Business Research, 104(March), 333–339. https://doi.org/10.1016/j.jbusres.2019.07.039

Taher, A. K., Prizeman, O., Gomaa, B., & Lannon, S. (2019). Case study assessment for natural ventilation performance of heritage buildings in the Mediterranean city of Alexandria (Egypt). IOP Conference Series: Materials Science and Engineering, 609(3). https://doi.org/10.1088/1757-899X/609/3/032012

Thravalou, S., Philokyprou, M., & Michael, A. (2018). The impact of window control on thermal performance. investigating adaptable interventions in vernacular mediterranean heritage. Journal of Architectural Conservation, 24(1), 41–59. https://doi.org/10.1080/13556207.2018.1456058

Verma, T., Kamal, M. A., & Brar, T. S. (2022). An Appraisal of Vernacular Architecture of Bikaner: Climatic Responsiveness and Thermal Comfort of Havelis. ISVS E-Journal, 9(2), 41–60.

Xiaohui, C., Reza, G. B. M., Tsovoodavaa, G., Shih, R. R. L., & Baranyai, B. (2019). Comfort and energy performance analysis of a heritage residential building in Shanghai. Pollack Periodica, 14(1), 189–200. https://doi.org/10.1556/606.2019.14.1.19

Yang, X., Li, S., Zhang, Q., & He, S. (2022). Thermal Comfort Assessment of the Beijing Historical Town Blocks: Analysis of Indices and Applications. Scientific Programming, 2022. https://doi.org/10.1155/2022/2381584

Yusoff, W. F. M., & Ja’afar, N. H. (2019). Preliminary evaluation of indoor thermal comfort in Malaysia heritage mosque. MATEC Web of Conferences, 277, 02016. https://doi.org/10.1051/matecconf/201927702016

Zhang, J., Lu, J., Deng, W., Beccarelli, P., & Lun, I. Y. F. (2023). Thermal comfort investigation of rural houses in China: A review. Building and Environment, 235(January), 110208. https://doi.org/10.1016/j.buildenv.2023.110208

Zhang, Q., Zhai, H., Zhang, X., & Liu, F. (2021). Simulation analysis and thermal comfort assessment of indoor environment of the heritage building in gate tower. Indoor and Built Environment, 30(6), 732–744. https://doi.org/10.1177/1420326X20908920

Zoubi, A., & Almalkawi Amal Th. (2019). A Comparative Study for the Traditional and Modern Houses in Terms of Thermal Comfort and Energy Consumption in Umm Qais city, Jordan. Journal of Ecological Engineering, 20(5), 14–22. www.soniahalliday.com

Downloads

Published

2025-11-12

How to Cite

Wardana, B. D. I., Wahjutami, E. L., & Aini, N. (2025). A Review of Thermal Comfort Assessment Methods in Heritage Buildings. Proceedings of International Conference of Graduate School on Sustainability, 9(1), 342–367. https://doi.org/10.26905/icgss.v9i1.16389

Issue

Section

Articles