Daylight Evaluation of Static and Kinetic Horizontal Shading Systems for Sustainable Visual Comfort: Experimental Illuminance Measurements and Calibrated Simulation
Abstract
1. Introduction
1.1. Adaptive Façades
1.2. Research Gap, Paper Objective and Innovativeness
1.2.1. Research Gap
1.2.2. Research Objectives
- To experimentally evaluate daylight availability and glare conditions in a room equipped with a kinetic horizontal shading system.
- To compare the performance of the kinetic façade with an identical static configuration under identical daylight boundary conditions.
- To integrate physical measurements with calibrated Radiance-based simulations in order to assess visual comfort indicators, including DGP, DGI, and veiling luminance.
1.2.3. Innovative Contributions
- Development of an original experimental setup. A reduced-scale daylight measurement testbed was conceived, engineered, and fabricated specifically for this study. The setup consists of two geometrically identical chambers: one equipped with a motorised KSS prototype (Chk) and the other with a static counterpart (Chs). The kinetic system is driven by stepper motors M1 and M2 and controlled via a Raspberry Pi microcomputer with a Python-based interface. Both chambers are instrumented with calibrated BH-1750 illuminance sensors and designed to reproduce realistic interactions between daylight and façade geometry under naturally varying sky conditions.
- Implementation of a digital twin and a novel calibration methodology. A digital replica of the physical testbed was developed to enable direct comparison between measured and simulated illuminance data. By iteratively adjusting sky luminance parameters within the simulation environment, the calibrated scaled sky model reproduces the photometric conditions observed during the experimental campaign. This approach enables Radiance-based simulations to be used not only for illuminance prediction but also for glare assessment, extending the analysis to visual comfort indicators such as DGP, DGI, and veiling luminance.
2. State of the Art, Desk Study
3. Method
3.1. Experiment Design
3.1.1. Materials and Equipment
3.1.2. Shading System Geometry
3.1.3. Sensors
- Preliminary Studies, Pilot Study. Prior to the main measurement campaign, the mock-up was constructed in early May 2024 and subjected to a six-week pilot study conducted at a different location. During this period, the control software, data storage system, and log file structure were iteratively refined and tested under varying weather conditions to ensure stable operation and reliable data acquisition.
3.1.4. Variables, Data Curation
- Variables: The experimental framework defines the inclination angles of the upper and lower shading fins (αup and αdn) as independent variables, while indoor daylight illuminance Eh constitutes the dependent variable. The static geometric and material parameters of the mock-up were treated as control variables.
- Data Collection Methods. Illuminance values measured in Chk (Ehk) and Chs (Ehs), together with the corresponding fin inclination angles, were continuously recorded in a log file stored on an SSD drive with a temporal resolution of 2 s. In accordance with the postulate formulated by Carlucci et al. [31], the automated control algorithm enabled smooth and continuous fin rotation within an angular range of 0° to 60°, allowing for gradual system response rather than discrete positional steps.
- Data Analysis Plan The recorded log files were directly imported into spreadsheet software for further processing. Data normalisation was not required; instead, the preprocessing stage involved temporal downsampling to reduce data volume and to smooth short-term fluctuations in illuminance values. The analysis comprised descriptive statistics, including summary tables and graphical representations, followed by a comparative assessment between Chk, equipped with the bi-sectional KSS, and Chs, serving as the reference configuration. This comparison focused on quantifying the influence of fin inclination angles on indoor daylight illuminance, with particular attention given to the dynamic interaction between the upper and lower fin groups.
- Data Validity and Interpretation. For system control, the target indoor illuminance in Chk was set to 3000 lx, consistent with the reference value used in the corresponding simulation study. A hysteresis band of ±300 lx was implemented to ensure stable system operation, allowing illuminance to vary between 2700 and 3300 lx. This control strategy reduced the frequency of fin adjustments and prevented oscillatory behaviour of the bi-sectional KSS under short-term fluctuations in daylight conditions.
3.1.5. Installation, Orientation and Timeframe
- Installation. The mock-up was installed indoors behind a large glazed window within the faculty building. In this configuration, the existing window glazing effectively acted as an external glazing layer for the mock-up, reproducing the solar radiation accumulation typically associated with a fully glazed façade. This setup ensured realistic light transmission conditions while providing a controlled indoor environment. Additionally, indoor installation protected the mock-up and associated wiring from direct exposure to external weather conditions, thereby enhancing operational stability throughout the measurement campaign.Between the outdoor environment and the experimental chambers, solar radiation passes through the building window before reaching the mock-up. Although this may slightly affect the absolute magnitude of transmitted radiation due to the glazing’s transmittance and reflectivity, its influence on the comparative analysis between the two chambers is negligible, since both chambers were exposed to the same boundary conditions. The building window therefore functioned as a constant part of the measurement setup rather than as an experimental variable. Because both chambers are exposed to identical optical conditions, the glazing does not affect the comparative evaluation between the kinetic and static configurations.
- Orientation, timeframe. The mock-up was installed on a façade oriented 15° west of south, following the existing building geometry. As a result, the recorded dataset predominantly represents conditions between 13:00 and 18:00, corresponding to the period of highest solar irradiance. The 15° westward deviation is clearly reflected in the collected data, where the illuminance peak is shifted towards the afternoon hours. This time window, during which the mock-up was fully exposed to direct sunlight, defines the valid temporal scope of the experimental data and should be taken into account when interpreting the results.
3.1.6. Façade Closure Scheme, Control Logic
- Control Parameters: The lower fins primarily regulate direct solar penetration and are responsible for limiting high-luminance sources that may generate glare near the façade, and at the workplane level of 0.85 m above the floor. The upper fins control the admission and redistribution of diffuse daylight deeper into the room. During operation, the system adjusts the fin angles based on the illuminance measured near the façade, maintaining the target range of 2700–3300 lx.
- Open Configuration: When the illuminance at sensor ‘A1’ is below 3000 lx, both the upper and lower groups of façade fins remain in the open position, perpendicular to the façade (angle αdn = 0° relative to the façade’s normal), denoted as the KSS configuration ‘open’.
- Down-Closed Configuration: When the illuminance at sensor ‘A1’ exceeds the 3300 lx threshold (3000 lx threshold + 300 lx hysteresis), the lower fins automatically rotate to reduce the illuminance levels at sensor ‘A1’. Lower fins rotate in 1° increments until the angle reaches 60°.
- All-Closed Configuration: When the illuminance level at sensor ‘A1’ continues to exceed 3300 lx even after the lower fins have been adjusted, the upper fins are rotated to decrease the illuminance further. In the experiment, the upper fins rotate in 1° increments until the angle αup reaches 60°.
- Theoretical rationale. The separation of the façade into two independently controlled fin zones reflects the different daylight functions occurring within the visual field. The lower fins primarily regulate direct solar penetration and limit high-luminance sources that may generate glare near the façade. The upper fins control the admission and redistribution of diffuse daylight deeper into the room. The maximum and minimum rotation angles were defined to ensure both effective shading of direct solar rays and adequate daylight admission into the interior space. Complete closure of both fin groups was intentionally avoided, as such configurations produced daylighting conditions indicating the likely need for artificial lighting.
- System advantages. Compared with conventional single-zone automated blinds, the bi-sectional control strategy provides greater flexibility in balancing glare mitigation and daylight utilisation. By independently regulating direct solar penetration and diffuse daylight admission, the system can reduce glare from high-luminance sources while maintaining sufficient daylight levels deeper in the room.
- Accuracy and Randomisation. Measurement consistency was ensured by using the same type of daylight sensor (BH-1750) for all illuminance measurements, with sensor positions fixed throughout the campaign. Factory calibration was retained for all sensors. External solar irradiance conditions were monitored using data from the nearest meteorological station equipped with a CM11 pyranometer (Kipp and Zonen), located at the Meteorological Observatory of the Department of Climatology and Atmosphere Protection, Wrocław University (51°06′19.0″ N, 17°05′00.0″ E; elevation 116.3 m) [32].
3.1.7. Timing and Location
3.2. Hybrid Experimental–Simulation Method
3.2.1. Controlled Reproduction of the Sky
3.2.2. Selection of Representative Measurement Days
3.2.3. Influence of Sky-Scaling Calibration on Glare Metrics
3.2.4. Simulation Settings and Numerical Accuracy
4. Results
4.1. Inter-Chamber Normalisation, Raw Experimental Data Processing
Relative Illuminance Reduction Achieved by the KSS
4.2. Simulation-Based Glare Evaluation Results
- Digital twin. A simulation model of the experimental setup was created and implemented in Rhino using the Grasshopper parametric platform. The simulation model reproduced the geometry of the reduced-scale mock-up. Virtual observers were positioned at the centre of each chamber (O1k and O1s) and “looking” towards the glazed façade, reproducing typical viewing conditions during daylight exposure.
- Sky calibration. To reproduce the daylight conditions observed during the experimental campaign, a single simulated sky model was employed and photometrically calibrated against experimentally measured indoor illuminance data, in accordance with the assumptions defined in Section 3.2.1. The calibration was performed independently for each analysed hour to match simulated illuminance values to the corresponding measurements in the kinetic (Chk) and static (Chs) chambers.
- Verification of the sky calibration procedure. Once the simulated illuminance (Esim,k) in the reference configuration corresponded to the measured illuminance (Emeas,k) in the kinetic chamber Chk, the sky model was considered calibrated for that specific time step. For this verification, Emeas,k, Emeas,s, and the corresponding Esim,k and Esim,s values were plotted against each other, and statistical validation metrics, such as RMSE, were calculated [40].
- Glare-related metrics were calculated for two virtual observer positions, O1k in the kinetic chamber and O1s in the static chamber, both located at the centre of the respective spaces and oriented towards the glazed façade. By adapting the photometric scaling of the sky luminance distribution to the measured indoor illuminance levels for each analysed condition, for each observer position, high dynamic range (HDR) images were generated and subsequently analysed to calculate glare-related indices, including Daylight Glare Probability (DGP), Daylight Glare Index (DGI), and veiling luminance (Lveil). As the kinetic mechanism is primarily activated under clear-sky conditions, the core analysis focuses on three representative clear-sky days (“B”, “F”, and “K”), corresponding to sunny conditions. In total, glare simulations were conducted for 42 individual hourly cases. This approach enabled the evaluation of the KSS under particularly critical conditions characterised by direct solar exposure. This simulation setup enabled a direct, condition-consistent comparison of glare indices between the static and kinetic configurations, forming the basis for the quantitative results presented in Section 4.2.3.
4.2.1. Verification of Calibration
4.2.2. Primary and Supplementary Glare Evaluation Metrics Used in This Study
- Daylight Glare Probability (DGP) is the primary metric used in this study. It quantifies the probability of discomfort glare perceived by an observer based on the luminance distribution within the visual field, explicitly accounting for vertical eye illuminance and the presence of high-luminance sources. DGP values below 0.35 correspond to imperceptible glare, values between 0.35 and 0.40 indicate perceptible but acceptable glare, and values exceeding 0.40 are generally associated with disturbing glare. Due to its robustness under daylight conditions and its widespread adoption in recent research, DGP serves as the main indicator of perceptual glare in the present analysis.
- Daylight Glare Index (DGI) is included as a complementary metric to facilitate comparison with earlier daylighting studies. Although DGI has been largely superseded by DGP in contemporary research, it remains relevant for benchmarking results against legacy datasets and historical literature. DGI is expressed on a logarithmic scale, with values above approximately 24 commonly interpreted as indicating intolerable glare.
- Veiling luminance (Lveil) represents the physiological component of glare associated with intraocular light scattering in the human eye, occurring primarily in the cornea, crystalline lens, and vitreous body. Unlike perceptual glare indices, Lveil directly quantifies the luminance veil superimposed on the retinal image, which reduces visual contrast and acuity. Lower Lveil values indicate clearer retinal images and improved visual conditions, providing an objective physiological complement to perceptual glare metrics such as DGP and DGI. Lveil is expressed in candela per square metre (cd/m2).
4.2.3. Glare Results for Static and Kinetic Systems
5. Discussion
Interpretation of Glare Reduction Results
6. Conclusions
Limitations of the Study
Supplementary Materials
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Acknowledgments
Conflicts of Interest
Nomenclature
| Symbol | Name | Unit |
| αup | Upper fin inclination angle | [°] |
| αdn | Lower fin inclination angle | [°] |
| Chk | Kinetic chamber | - |
| Chs | Static chamber | - |
| Eh | horizontal illuminance | [lx] |
| Ev | vertical eye illuminance | [lx] |
| Emeas | Measured illuminance generic notation; subscripts k and s are used when chamber-specific values are required | [lx] |
| Esim | Simulated illuminance–generic notation; subscripts k and s are used when chamber-specific values are required | [lx] |
| ksky | Sky-scaling factor | - |
| Wk | Inter-chamber correction factor | - |
| Rh | Hourly illuminance ratio | - |
| Mean illuminance ratio | - | |
| RMSE | Root mean square error | [lx] |
| RMSEnorm | Root mean square error in inter-chamber normalisation | [lx] |
| RMSErel | Relative RMSE | - |
| NRMSErange | Normalised RMSE | - |
| MAE | Mean absolute error | [lx] |
| MdAPE | Median Absolute Percentage Error | - |
| R2 | Coefficient of determination | - |
| rGauss | Pearson correlation coefficient in representative day selection | - |
| rnorm | Pearson correlation coefficient in inter-chamber normalisation | - |
| p-value | Significance level | - |
| DGP | Daylight Glare Probability | - |
| DGPmax | Maximum DGP | - |
| DGI | Daylight Glare Index | - |
| UGR | Unified Glare Rating | - |
| VCP | Visual Comfort Probability | % |
| CGI | CIE Glare Index | - |
| Lveil | Veiling luminance | [cd/m2] |
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| No. | Ref. No. | Team | R.T. * | Building Type | Climate | Key Focus |
|---|---|---|---|---|---|---|
| 1 | [22] | Brzezicki | H | Generic test room/experimental chamber | Multiple climates | Evaluation of how a bi-sectional horizontal KSS improves daylight comfort and reduces glare across different climatic conditions. |
| 2 | [19] | Yunitsyna et al. | S | Educational building | Not explicitly specified | Investigation of biomimicry-based kinetic façade configurations aimed at improving daylight availability and visual comfort in architecture classrooms. |
| 3 | [20] | Hosseini et al. | S | Generic building façade, conceptual model | Not explicitly specified | Analysis of interactive kinetic façade systems adapting to daylight and occupant positions to enhance visual comfort through dynamic geometric transformations. |
| 4 | [21] | Martinho et al. | S | Generic building model with adaptive shading | Not explicitly specified | Assessment of the influence of irradiance data temporal resolution on daylight performance and glare prediction for adaptive shading systems. |
| 5 | [26] | Fikery et al. | S | Office building | Hot–arid climate | Evaluation of kinetic shading configurations combined with light shelves to improve daylight distribution and visual comfort in office spaces. |
| 6 | [23] | Gaber et al. | H | Generic building façade | Hot climate | Proposal of a hybrid optimisation framework combining simulations and physical validation to enhance glare control and daylight performance of perforated shading systems. |
| 7 | [27] | Hao et al. | H | Office building | Not explicitly specified | Development and validation of a model-based control strategy for automated shading and lighting systems balancing energy use and visual comfort. |
| 8 | [28] | Sorooshnia et al. | E | Educational building (library) | Tropical climate | Experimental evaluation of fixed shading geometries to reduce glare while maintaining acceptable daylight levels in a university library. |
| 9 | [24] | Xiong et al. | S | Generic building model | Not explicitly specified | Simulation-based exploration of adaptive façade strategies focusing on daylight performance and solar control in early design stages. |
| 10 | [25] | Kurniasih et al. | S | Generic building model | Not explicitly specified | Parametric simulation-based assessment of shading configurations and their impact on daylight distribution during conceptual design. |
| No. | Device | Function | Items | Characteristics | Accuracy |
|---|---|---|---|---|---|
| 1 | BH-1750 FVI | daylight sensor | 2 | illuminance range 1–65,535 [lux] | ±2 1 (±20)% |
| 2. | Testo THL 160 | daylight data logger | 2 | illuminance range 0–20,000 [lux] | ±3% according to DIN 5032-7 Class L |
| UV Radiation range 0–10,000 mW × m−2 | ±5% | ||||
| 3. | Kipp and Zonen CM 11 | pyranometer | 1 | irradiance range 0–1400 W × m−2, sensitivity 4 to 6 [µV/W × m−2] | ±3% |
| calendar day | 30-08 | 01-09 | 02-09 | 03-09 | 04-09 | 05-09 | 06-09 | 07-09 | 08-09 |
| day label | B | D | E | F | G | H | I | J | K |
| rGauss | 0.9239 | 0.8241 | 0.9024 | 0.9471 | 0.8758 | 0.8664 | 0.8864 | 0.8921 | 0.9088 |
| p-value (×10−6) | 86.47 | 14.23 | 8.77 | 48.11 | 3.41 | 1.74 | 1.10 | 1.02 | 0.08 |
| Day | Hour | ksky | DGP (uncal.) | DGP (cal.) | ΔDGP | Lveil (uncal.) | Lveil (cal.) | ΔLveil |
|---|---|---|---|---|---|---|---|---|
| 30 Aug. | 11:00 | 1.2 | 0.38 | 0.41 | 0.034 | 609.47 | 726.84 | 117.37 |
| 30 Aug. | 12:00 | 1.2 | 0.50 | 0.56 | 0.061 | 717.23 | 844.49 | 127.26 |
| 3 Sept. | 11:00 | 1.2 | 0.39 | 0.42 | 0.034 | 638.10 | 755.51 | 117.41 |
| 3 Sept. | 12:00 | 1.15 | 0.53 | 0.58 | 0.050 | 757.34 | 921.30 | 163.96 |
| 9 Sept. | 11:00 | 1.2 | 0.39 | 0.42 | 0.034 | 633.34 | 753.71 | 120.37 |
| 9 Sept. | 12:00 | 1.2 | 0.54 | 0.61 | 0.069 | 820.64 | 1118.92 | 298.28 |
| Analysis Day: | 30 AUG | 3 SEP | 8 SEP | ||||
|---|---|---|---|---|---|---|---|
| Stat. Metrics | State: | Static | Kinetic | Static | Kinetic | Static | Kinetic |
| RMSEabs | Absolute Root Mean Square error | 187.6 | 236.2 | 273.5 | 143.6 | 224.1 (429.9) * | 186.1 |
| RMSErel | Relative Root Mean Square Error | 0.055 | 0.128 | 0.076 | 0.075 | 0.118 | 0.100 |
| NRMSErange | Normalised Root Mean range-normalised) | 0.022 | 0.072 | 0.031 | 0.044 | 0.045 | 0.057 |
| MdAPE | Median Absolute Percentage Error | 0.052 | 0.069 | 0.012 | 0.076 | 0.040 | 0.080 |
| Index | Chs (Mean) | Chk (Mean) | Absolute Difference | Δ [%] | Interpretation |
|---|---|---|---|---|---|
| DGP | 0.57 | 0.35 | 0.22 | −38% | Reduction of DGP from 0.57 to 0.35 (−38%), shifts glare conditions from the “disturbing glare” range toward the threshold of “perceptible glare”. |
| DGPmax | 0.72 | 0.36 | 0.36 | −50% | Peak glare is reduced by almost half during critical hours. |
| DGI | 23.19 | 22.41 | 0.78 | −3.4% | Slight improvement, consistent with DGP trend. |
| Lveil | 1689 cd/m2 | 452 cd/m2 | 1237 cd/m2 | −73% | Substantial reduction of veiling luminance. |
| UGR | 29.04 | 27.60 | 1.44 | −5% | Noticeable improvement within an acceptable range. |
| VCP | 0.05 | 1.40 | 1.35 | +2700% | Minor absolute change, but same positive trend. |
| CGI | 35.97 | 32.70 | 3.27 | −9% | Clear improvement; shift below discomfort threshold. |
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Brzezicki, M. Daylight Evaluation of Static and Kinetic Horizontal Shading Systems for Sustainable Visual Comfort: Experimental Illuminance Measurements and Calibrated Simulation. Sustainability 2026, 18, 3052. https://doi.org/10.3390/su18063052
Brzezicki M. Daylight Evaluation of Static and Kinetic Horizontal Shading Systems for Sustainable Visual Comfort: Experimental Illuminance Measurements and Calibrated Simulation. Sustainability. 2026; 18(6):3052. https://doi.org/10.3390/su18063052
Chicago/Turabian StyleBrzezicki, Marcin. 2026. "Daylight Evaluation of Static and Kinetic Horizontal Shading Systems for Sustainable Visual Comfort: Experimental Illuminance Measurements and Calibrated Simulation" Sustainability 18, no. 6: 3052. https://doi.org/10.3390/su18063052
APA StyleBrzezicki, M. (2026). Daylight Evaluation of Static and Kinetic Horizontal Shading Systems for Sustainable Visual Comfort: Experimental Illuminance Measurements and Calibrated Simulation. Sustainability, 18(6), 3052. https://doi.org/10.3390/su18063052
