Designing Energy Retrofits for Heritage Buildings: Intergrating Social, Cultural and Technical Concerns into the Design Process

Lead Research Organisation: The Open University
Department Name: Faculty of Sci, Tech, Eng & Maths (STEM)

Abstract

Traditional and heritage buildings have important cultural roles and help shape the character of our urban and rural areas, with British buildings considered to include some of the World's finest architectural heritage (Deloitte, 2017). The Sustainable Traditional Buildings Alliance (STBA) define traditional buildings as those of permeable, solid wall construction built before 1919 (STBA, 2012). The term 'heritage building' includes traditional and listed buildings as well as others deemed of 'heritage value' (Pickles & McCaig, 2017). These buildings, which make up roughly 20% of UK residential buildings (STBA, 2012), provide economic benefits from heritage tourism, a sector contributing over £20billion to UK GDP and deemed responsible for every 1 in 100 UK jobs (Oxford Economics, 2016). Heritage buildings can also play a focal role in regeneration projects, provide a visual link to historic designs and crafts and provide communities with an intangible 'sense of place' and cultural ownership (Deloitte, 2017). Reducing energy use and greenhouse gas emissions (hereafter referred to as carbon) is vital for mitigating climate change.
Approximately 36% of global annual energy consumption and 39% of carbon emissions comes from the
building sector (GABC, 2017). In the UK around 30% of carbon emissions come from buildings and the construction industry (UKGBC, 2017). Some progress has been made in improving the energy efficiency of new buildings
but improvements to the current building stock have proved more challenging. This is pertinent because it is estimated that around 70% of today's UK buildings will still be present in 2050; of these 75% were built
before 1975 which includes most heritage buildings (Pickles & McCaig, 2017, p8).
Heritage buildings provide particular challenges for energy/carbon reductions because any changes must be sensitive to the heritage values (Menzies 2011). In addition, the construction methods of traditional buildings
necessitate significantly different retrofitting approaches to those used in modern construction (STBA, 2012). The design process of retrofit projects must therefore balance a highly complex set of, often conflicting, requirements (Mok & Hyysalo, 2018).

Publications

10 25 50
 
Title Carbon Reduction and Heritage Retention: A summary of my PhD research 
Description A short, animated video explaining my PhD research to a non specialist audience in eight minutes. 
Type Of Art Film/Video/Animation 
Year Produced 2022 
Impact Has been shared with a wide number of people from academia, industry and project participants to summarise findings and has resulted in a number of research collaboration requests. 
URL https://vimeo.com/791850069
 
Title Fieldwork is fun 
Description Community Choice winning multi-media entry to the Postgraduate Research Poster Competition held by the Graduate School at the Open University on 10th June 2020. 
Type Of Art Film/Video/Animation 
Year Produced 2020 
Impact Won the OU's research communication competition 2022. 
URL https://ordo.open.ac.uk/articles/Fieldwork_is_fun/12620258/1
 
Description Cited contribution to Built for the Environment RIBA report
Geographic Reach Multiple continents/international 
Policy Influence Type Citation in other policy documents
URL https://www.architecture.com/knowledge-and-resources/resources-landing-page/built-for-the-environmen...
 
Description Cited in policy briefing
Geographic Reach National 
Policy Influence Type Citation in other policy documents
URL https://researchbriefings.files.parliament.uk/documents/POST-PN-0650/POST-PN-0650.pdf
 
Description Contribution to a workshop investigating learning from UK retrofit policy for South Korea
Geographic Reach National 
Policy Influence Type Participation in a guidance/advisory committee
 
Description Contribution to national consultation
Geographic Reach National 
Policy Influence Type Contribution to a national consultation/review
 
Description Participation in working group to develop practitioner guidance on retrofitting
Geographic Reach National 
Policy Influence Type Contribution to new or Improved professional practice
 
Description Design Star Training Grant
Amount £1,662 (GBP)
Organisation Design Star Doctoral Training Programme 
Sector Academic/University
Country United Kingdom
Start 01/2020 
End 12/2020
 
Description A short animated video describe research findings 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Public/other audiences
Results and Impact I created a short animated video of my preliminary research findings for the University's postgraduate research communication competition. My video won the multimedia category. I have subsequently used it to explain my research to research participants and stakeholders. It was also used by the University's Executive Dean with responsibility for sustainability in discussions on sustainability with Milton Keynes Borough Council.
Year(s) Of Engagement Activity 2021
URL https://ordo.open.ac.uk/articles/media/Heritage_buildings_and_carbon_reduction_Some_interim_conclusi...
 
Description A short light hearted film about research and fieldwork 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Other audiences
Results and Impact The activity involved the creation of a short video for a research communication competition run within the University. In the 8 months since it was published it has been watched 493 times. It won the multimedia category of the competition and received very positive feedback.
Year(s) Of Engagement Activity 2020
URL https://ordo.open.ac.uk/articles/media/Fieldwork_is_fun/12620258
 
Description Article for Associate of OU Graduates on research 
Form Of Engagement Activity A magazine, newsletter or online publication
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Public/other audiences
Results and Impact An article about my research for a general audience in the magazine for the association of OU graduates as part of an award which I had been given.
Year(s) Of Engagement Activity 2021
 
Description Blog post for The Heritage Alliance prior to its 2021 Heritage Debate 
Form Of Engagement Activity Engagement focused website, blog or social media channel
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact A short article about 'levelling up our heritage for the climate emergency'. Invited by the Heritage Alliance as part of their engagement prior to their 2021 Heritage Debate on 'what does levelling up mean for heritage?'
Year(s) Of Engagement Activity 2021
URL https://express.adobe.com/page/tVCL17hcmsUHW/
 
Description Contribution to video by Historic England for CoP26 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Policymakers/politicians
Results and Impact I was invited to make an expert contribution to video created by Historic England on Climate Change and Historic Buildings. I discussed my research and provided appropriate videos and images. The video was shared by Historic England at CoP26 and is now publicly available.
Year(s) Of Engagement Activity 2021
URL https://www.youtube.com/watch?v=26pENgv2omk
 
Description Design Group online biog posts 
Form Of Engagement Activity Engagement focused website, blog or social media channel
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Undergraduate students
Results and Impact 9 blog posts over the last two years covering various aspects of research and discussing ways to design research communication. Each post has been read around 100 times Many interesting comments from readers.
Year(s) Of Engagement Activity 2019,2020,2021,2022
URL http://www.open.ac.uk/blogs/design/
 
Description Explanatory online article 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Public/other audiences
Results and Impact A short explanatory article about embodied carbon was published on Open Learn. This was intended to introduce the concept of embodied carbon in to context of retrofitting the built environment and to explain some of the reasons why it is important. Open Learn is freely accessible to all and the article has generated some interesting comments.
Year(s) Of Engagement Activity 2020
URL https://www.open.edu/openlearn/nature-environment/environmental-studies/embodied-carbon-three-reason...
 
Description Go green workshop: Embodied carbon and retrofitting 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Public/other audiences
Results and Impact 60-100 members of Open University staff from across the UK attended this online talk which introduced the concepts of embodied carbon and building retrofitting. The talk was followed by a large number of questions and discussion afterwards. It also led to a number of approaches from OU management staff around how some of the measures discussed could be applied on the campus and on potentially providing advice for staff in reducing carbon while working from home. It also led to the inclusion of OU estate as a field study location for a EU Horizon funding bid as a direct result of contacts made during the workshop.
Year(s) Of Engagement Activity 2022
 
Description Interview for Design Star doctoral training partnership 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Postgraduate students
Results and Impact I was asked to record an interview on my experience of undertaken a PhD funded by Design Star to be used to describe the experience to prospective future students.
Year(s) Of Engagement Activity 2021
 
Description Online lecture on EPCs and heritage buildings 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Local
Primary Audience Other audiences
Results and Impact A presentation on the relevance of EPCs to heritage buildings in the UK was made to an audience of academics and other postgraduate students within the department. This engendered significant discussion and may have the potential to lead to further engagement activities.
Year(s) Of Engagement Activity 2021
 
Description Online presentation on research 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Local
Primary Audience Postgraduate students
Results and Impact A presentation at a seminar about a part of my research.
Year(s) Of Engagement Activity 2021
 
Description Online workshop for Historic England technical Tuesday event 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Around 200 people, mostly heritage professionals attended an online presentation and discussion on: energy assessment, theory versus reality. A number of questions and direct contacts and follow ups were made both within and after the presentation.
Year(s) Of Engagement Activity 2022
URL https://historicengland.org.uk/services-skills/training-skills/training/webinars/recordings/webinar-...
 
Description Presentation at international symposium 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Other audiences
Results and Impact Presentation at International Symposium on Embodied Carbon which bought together international researchers interested in reducing the carbon emissions of the built environment. Presentation was followed by questions and also led to further follow up discussions with some participants.
Year(s) Of Engagement Activity 2022
URL https://embodied-carbon.org/about/
 
Description Presentation on embodied carbon 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Local
Primary Audience Postgraduate students
Results and Impact A presentation was made to a group of undergraduate students as as part of a University training day, the talk was well received and there were many interesting questions.
Year(s) Of Engagement Activity 2019
 
Description Research Article in The Conversation 
Form Of Engagement Activity A press release, press conference or response to a media enquiry/interview
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Public/other audiences
Results and Impact I successfully submitted an article on my research to The Conversation. This have been had more than 9,000 readers to date, has received a range of interesting and supportive comments and has led to a range of networking opportunities.
Year(s) Of Engagement Activity 2021
URL https://theconversation.com/how-we-measure-energy-efficiency-in-homes-isnt-working-162565#comment_26...
 
Description Short film about research aims and goals 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Other audiences
Results and Impact A short film about introducing the research and the research aims. Has been watched c.550 times and generated many interesting comments. Was also used to inform potential research participants about what the research might involve.
Year(s) Of Engagement Activity 2019
URL https://ordo.open.ac.uk/articles/media/Energy_Retrofitting_Heritage_Buildings_A_Balancing_Act/103046...
 
Description Video about research role for a school 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach Local
Primary Audience Schools
Results and Impact Was asked to provide and video interview about what being a researcher involves. Used by a teacher to educate students about potential future careers.
Year(s) Of Engagement Activity 2021
 
Description Video on research career for Council for British Archeology 
Form Of Engagement Activity A broadcast e.g. TV/radio/film/podcast (other than news/press)
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Public/other audiences
Results and Impact I was asked to provide a recorded interview for a video on 'careers in archeology' for British Archeology week 2021.
Year(s) Of Engagement Activity 2021
 
Description Virtual research poster for research communication competition 
Form Of Engagement Activity A magazine, newsletter or online publication
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Postgraduate students
Results and Impact A virtual poster about the research was created for inclusion in a University research poster competition, it was highly commended by the judges and has received over 320 views so far.
Year(s) Of Engagement Activity 2020
URL https://ordo.open.ac.uk/articles/poster/Untitled_Item/12647015/2