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Review

A Meta-Synthesis Review of Occupant Comfort Assessment in Buildings (2002–2022)

1
Construction Project Management Department, Faculty of Architecture, KHATAM University, Tehran 1991633357, Iran
2
School of Engineering, Design and Built Environment, Western Sydney University, Penrith, NSW 2751, Australia
3
Faculty of Architecture, KHATAM University, Tehran 1991633357, Iran
*
Author to whom correspondence should be addressed.
Sustainability 2023, 15(5), 4303; https://doi.org/10.3390/su15054303
Submission received: 8 December 2022 / Revised: 29 January 2023 / Accepted: 17 February 2023 / Published: 28 February 2023

Abstract

:
Occupant comfort in buildings is one of the most crucial considerations in designing a building. Accordingly, there is a growing interest in this area. Aspects of comfort include thermal comfort, visual comfort, acoustic comfort, and indoor air quality (IAQ) satisfaction. The objective of this state-of-the-art review was to provide a comprehensive, explicit, and up-to-date literature review on occupant comfort in buildings, since this issue has a great impact on the lifestyle, health, and productivity of occupants. A meta-synthesis method was also used for an analytical-interpretive review of previous studies. In this research, scientific research studies related to the subject of indoor occupant comfort in the period 2002–2022 were reviewed. Previous reviews have often covered the fundamental concepts and principles related to indoor occupant comfort. Although innumerable studies have focused on thermal comfort, other aspects of occupant comfort have not been considered. The review is analyzed and discussed in reference to type of study, case study geographical locations and climate zones, case study building types, decision-making models, assessment criteria, data-collection tools, and data analysis strategies. Finally, future research recommendations are presented. Through the review, we find that the comfort models used in research are mostly based on comfort perception votes collected from experimental studies, which may not reflect the preferences of users well. In addition, only the influence of environmental factors on the models has been investigated, and other personal factors have been ignored. This study presents a useful guide for researchers to determine their outlines for future research in this field.

1. Introduction

Nowadays, indoor use accounts for 30–40% of total energy usage in the world [1]; additionally, the share of energy consumed by the building sector has increased by up to 50% [2]. Around 39% of greenhouse gases generated by the construction and building sector in 2018 came from process- and energy-related activities [3]. About 55% of the world’s electricity is also used by the building sector [4]. Today, people spend 80–90% of their time indoors [5], and the indoor environment quality (IEQ) has a substantial impact on health [6], work efficiency [7], and user’s perceptions [8]. Additionally, IEQ includes aspects of occupant comfort (i.e., thermal, visual, acoustic, and indoor air quality (IAQ) satisfaction) [9]. As shown in Figure 1, there are relationships between these aspects; they are not independent [10]. The arrows illustrate the interrelation of each aspect of comfort. The US Environmental Protection Agency has classified IAQ dissatisfaction as one of the principal five environmental threats to public health [11]. The World Green Building Council [12] explains that distracting noise has reduced people’s productivity and concentration by 66%. Therefore, society’s understanding of the impact of the indoor environment on people’s comfort and health has increased.
Many factors affect occupant comfort in buildings, and if addressed improperly, these factors can result in poor levels of comfort, dissatisfaction, or illness for occupants [13]. Occupant comfort is measured in terms of thermal, visual, and acoustic comfort, as well as IAQ satisfaction, and can be divided into four types based on environment-dependent factors [14]. To understand the relationship between environmental parameters and occupant comfort, research workers should collect and measure occupant comfort and environmental data, simultaneously. Data analysis tools are suitable models which receive environmental data as input and provide occupant comfort perception as output [9].
If an appropriate model for understanding the correlation between environmental data and indoor occupant comfort is identified, this model can be used as an online tool to predict occupant comfort [15]. In addition, it can be applied as a basis for controlling a building’s HVAC (heating, ventilation, and air conditioning) system. HVAC control systems help to improve temperature, humidity level, ventilation rate, and IAQ, which leads to thermal comfort in, and energy usage optimization of, buildings [16,17]. The components of environmental data, human comfort, and HVAC control work closely together and play a vital role in the design of smart buildings. Sensor technology has significantly improved in recent years. This technology focuses on the correlations among environmental parameters and human comfort [18].
Sensor-based devices are usually used to collect data related to the user’s activity rate, indoor conditions, the energy consumption of appliances, etc. [19]. Some studies have classified behavior-related sensors [18]. Furthermore, the combination of machine learning (ML) algorithms with automatic control systems in residential and non-residential buildings helps to design smart buildings and, in addition, leads to energy savings and improved user comfort [20]. One of the common applications is data-driven models that help the decision-making mechanism [21]. Another example of these applications introduced in [20] is the recommendation system, which uses ML techniques to control the lighting systems of smart buildings and leads to the optimization of energy consumption and visual comfort. The next section provides a brief overview and description of four aspects of occupant comfort in buildings and the meta-synthesis approach used in this paper for analyzing previous studies.

1.1. Thermal Comfort

The concept of thermal comfort has long been a topic; it was introduced at the beginning of the last century, and has been studied extensively around the world, especially in the fields of architecture and engineering [9]. Thermal comfort is defined in ISO Standard 7730:1994 [22] and ASHRAE (American Society of Heating, Refrigerating and Air-Conditioning Engineers) Standard 55 [23] as “that condition of mind which expresses satisfaction with the thermal environment.”, i.e., the condition when someone is not feeling either too hot or too cold. In addition to being a potential health hazard, a poor thermal environment affects people’s abilities to work effectively, their satisfaction at work, and their likelihood of remaining customers [24]. Therefore, building design must guarantee the means of achieving an acceptable indoor environment [25].
Thermal comfort is more important than other aspects of occupant comfort. According to research, thermal comfort has the greatest effect on the overall satisfaction of users and is directly related to the quality of the indoor environment [25]. In addition, the performance of HVAC systems in buildings is determined based on thermal comfort factors. The share of energy consumption of HVAC systems in developed countries is about 50% of the total energy consumption of buildings [26]. Therefore, thermal comfort in the indoor environment is one of the most interesting topics in research studies, and many articles have been published in this field.

1.2. Visual Comfort

Visual comfort is another important factor in evaluating occupant comfort in buildings, which is defined by a series of criteria related to the amount of light in the environment, contrast balance, color temperature, and the absence or presence of indoor glare [27]. In general, visual comfort means “the state of mind that expresses satisfaction with the visual environment” [28]. However, too much or too little light will also lead to visual discomfort for the occupants and harm their efficiency and satisfaction [29,30,31].

1.3. Acoustic Comfort

The third aspect of occupant comfort in the indoor environment is acoustic comfort. Acoustic comfort is one of the important topics among architects and interior designers and refers to “a state of satisfaction with acoustic conditions” [32]. Acoustic comfort is one of the key elements in evaluating the quality of the indoor environment and has a great impact on the satisfaction and improvement of occupants’ performance [14]. Acoustic discomfort can also endanger people’s health and quality of life [8].

1.4. IAQ

In many industrialized and populous countries such as China and India, the low quality of indoor air has a negative effect on occupants’ health and satisfaction, and this issue is one of the important research topics in these countries. Indoor air quality (IAQ) is directly related to indoor environment quality (IEQ) and depends on three basic factors. These factors are the number of pollutants, the rate of ventilation in buildings, and the duration of confinement of pollutants in built environments [24]. While IAQ focuses on what we breathe, IEQ involves more factors. IEQ involves IAQ, in addition to the other psychological and physical aspects of life indoors. Multiple factors contribute to IEQ, including IAQ, visual, acoustic, and thermal comfort [24].
Effective parameters that affect IAQ include humidity level, poor ventilation, temperature, volatile organic compounds, CO2, ozone, etc. [33]. According to research, if the quality of indoor air is poor, it has a negative effect on occupant’s health and leads to respiratory-related diseases [34].

1.5. Meta-Synthesis Analysis

It is almost inevitable that research projects include basic research syntheses: the discussion of previous studies’ results, findings, and conclusions. In the initial phase of research, a review of relevant literature in the field is conducted, and a discussion of this is presented to provide a context for the subsequent primary research [35]. In this method, the volume of reports is reduced, but their essence is preserved by key organizers such as themes, concepts, ideas, and perspectives [36]. Meta-synthesis analysis is clearly a quantitative statistical procedure, and it aims to build theory based on qualitative case studies that are not part of a multisite effect.
From a postpositivist perspective, research synthesis can be understood as interpretation of qualitative evidence [37]. This qualitative method is related to meta-analysis in quantitative research and is based on the collection and comparative analysis of the researcher’s strategic phrases (i.e., themes), which reveals the essence and key points of previous research [36]. The important thing about meta-synthesis is that the value of these studies is understood when it provides a perspective beyond just the findings of previous research. Figure 2 presents the research process of meta-synthesis for review articles. The value of meta-synthesis is perhaps determined by its synergistic nature and the extent to which it produces insights that are greater than the sum of their parts [35].
This research analyzes preceding studies about occupant comfort assessment in buildings. The purpose of this study is to provide a comprehensive, specific, state-of-the-art review on indoor occupant comfort research’s decision-making models, measures, and criteria. It has utilized a quantitative and qualitative review of the previous studies conducted in this field. This research also has applied a meta-synthesis method for an analytical-interpretive review of previous studies.
Finally, up-to-date and forthcoming research opportunities are provided. The outcomes of the review provide the perspective that although innumerable studies have been mainly focused on the issue of thermal comfort, the field has not been paying attention to other aspects of occupant comfort. There is also a need to create innovative decision-making models that focus on environmental and personal factors simultaneously, thereby improving the reliability of the current models. This state-of-the-art review presents a comprehensive literature review for researchers to aid them in determining their background in this field of research. Accordingly, the principal two research questions that the present article focused on answering were:
What are the important and influential factors of occupant comfort assessment in buildings?
What are feasible recommendations to improve related research on indoor occupant comfort areas based on the findings obtained from the present research?

2. Material and Methods

Due to the qualitative nature of the issue of indoor occupant comfort, the literature review was conducted by the meta-synthesis method. As depicted in Figure 2, the research process started with the two main questions, and bibliographies were collected from popular academic and scientific databases. In this review article, to analyze the collected articles, scientific mapping and data-driven analysis were used. The scientific mapping method is a branch of scientometrics that is a generic process of visualization and domain analysis [38]. CiteSpace software was chosen to implement the scientometric analysis in this review. CiteSpace is a Java-based application that is used to analyze and visualize trends and patterns in scientific articles. This software is capable of understanding and interpreting historical patterns and trends and identifying new topics that have grown rapidly in scientific sources [39].
The initial search was conducted on 13 August 2022 based on the term “occupant comfort in buildings” in the titles, abstracts, and keywords of the articles. Web of Science, Scopus, Science Direct, and Google Scholar were chosen as scientific databases. The publication range of articles was set “from 2002 to the present” and the results are presented in Figure 3. Among these four databases, the Web of Science platform recorded the largest number of documents in the type of research articles, review articles, and theses.
Finally, the documents collected from the Web of Science were selected for further research work, because this database had more valuable documents in the field “occupant comfort in buildings” compared to the other databases. This database had a total of 391 bibliographic records about “Indoor occupant comfort” and the rest of the records focused on outdoor comfort or special issues irrelevant to this review scope. In addition, Scopus contained more pending papers than other databases, but this research aims to review published research or review articles written in English. In addition, surveys in all databases demonstrated the increasing trend of publishing scientific articles in the field of “occupant comfort in buildings” in the last decade, which indicates the importance of this issue among experts in the field of engineering and architecture (Figure 4).
The title, keywords and abstracts of 391 publications were analyzed by CiteSpace software, and 14 clusters were identified, which are shown in the Figure 5. Thermal sensation was recognized as the most important topic among the articles by the software. First, the authors studied the full texts of articles related to clusters #0, #2, #5, and #13, followed by clusters #1, #3, #4, #7, and #8. Then, the abstracts and results related to articles of clusters #1, #6, #10, #11, #9, #14, and #13 were read. In this review, the studies that did not include the considered factors about indoor occupant comfort assessment that are given in Section 3.2 to Section 3.6 were excluded. Finally, 154 articles remained, and the continuation of the paper is basically based on these articles.
In order to find the basic sources in the current research, all the discussed articles were reviewed and the results were obtained, as shown in Table 1.
The articles shown in the Table 2 are among the most cited sources in the field of “occupant comfort in buildings”.
The upcoming sections are categorized based on the four types of occupant comfort: thermal, visual, acoustic, and IAQ. In each section, the following aspects are considered:
Type of study (Section 3.1) indicates the two main approaches implemented by studies.
Case study geographical locations and climate zones (Section 3.2) specifies the set of countries where weather information has been used in previous studies as case study locations.
Case study building types (Section 3.3) categorizes the case study documents by building type based on their occupancy and usage categorizations, such as residential, educational, and commercial.
Decision-making model of occupant comfort assessment in buildings (Section 3.4) detects the significance and the method of decision-making in occupant comfort studies.
Assessment indicators and criteria (Section 3.5) determines the main indicators for indoor human comfort and relevant comfort criteria.
Data-collection methods and tools (Section 3.6) illustrates methods and tools applied to collect environmental and occupant data.
Data-analysis strategies (Section 3.7) introduces data analysis methods applied for obtaining the occupant comfort model.
Additionally, in the conclusions and recommendations section, we suggest some potential areas that subsequent comfort-related research may investigate extending into and exploring. Figure 6 shows a flowchart of a research concept. Moreover, Table A1 in the appendix contains all 154 analyzed studies with their author(s) and year of publication.

3. Results

3.1. Types of Study

In a single-factor study, only one aspect of comfort (thermal, visual, acoustic, or IAQ) was examined. Figure 7 illustrates the distribution of single-factor research devoted to each of these comfort aspects.
According to Figure 8, the predominant aspect of comfort was thermal comfort, whereas visual comfort, acoustic comfort, and IAQ were less prevalent. The primary purpose of single-factor analyses is to identify the parameters that have an impact on a particular aspect of comfort. These parameters consist of building or envelope properties [44,46,49,50,51,52], architectural design elements [48,53,54,55,56], environmental or individual parameters [45,57,58,59], and IEQ [60,61].
Another approach used in the literature was a multi-factor approach, in which more than one aspect of human comfort was evaluated at the same time. As shown in Figure 7, multi-factor studies used two or three main approaches. Two or more aspects of occupant comfort are assessed independently in studies classified as independent multi-factor studies [62,63,64,65,66,67,68,69,70,71].
Like the single-factor approach, these studies aimed to determine how different predictors influence comfort. In contrast, the ranking-based multi-factor category represents studies that evaluated the importance of each comfort aspect for overall comfort rather than assessing two or more comfort aspects one by one. In almost all of these studies, the different comfort aspects were ranked in order to determine which should be prioritized when trying to optimize occupant comfort in buildings. In the last multi-factor study type, the interrelation approach is used to assess how perceived IAQ, thermal, visual, and acoustic comfort levels interact.
The benefit of multi-factor studies is that they helped researchers to find out the factors that may affect specific comfort aspects that were traditionally considered unrelated (e.g., assessing the impact IAQ has on visual comfort [72]). As a result, each aspect of comfort could be investigated holistically. There were few studies that investigated the relationship between these aspects of comfort, according to the results of the literature survey. Therefore, studies that committed parts of their analyses to such cross-examination are categorized under this type, even if their primary purpose was not to examine the interrelationships between aspects of comfort.

3.2. Case Study Geographical Locations and Climate Zones

Surveys show that the desire of researchers, or the policy of scientific journals, is to publish research articles with case studies (Table 3). Furthermore, geographical location is one of the influential and important factors on human comfort. Human-related factors that affect thermal comfort are age, gender, and metabolism [73]. The visual and thermal comfort of occupants seriously rely on exterior environmental climatic conditions, which are continuously changing [74].
Most mainstream thermal comfort standards, such as the ASHRAE Standard 55, ISO 7730, and CSN EN 15251, were originally developed in American and European countries. There has been no consideration given to the economic, political, geographic, or cultural conditions associated with climate change adaptation in translating and implementing these standards [75].
Table 3. The number of documents with case study or without case study.
Table 3. The number of documents with case study or without case study.
Case StudyStatusFrequency of ReferencesReferences
Yes129[1,5,6,7,8,9,13,14,15,17,20,24,29,40,44,46,47,48,50,51,52,54,55,56,57,58,59,60,62,63,64,65,66,67,68,69,70,71,72,76,77,78,79,80,81,82,83,84,85,86,87,88,89,90,91,92,93,94,95,96,97,98,99,100,101,102,103,104,105,106,107,108,109,110,111,112,113,114,115,116,117,118,119,120,121,122,123,124,125,126,127,128,129,130,131,132,133,134,135,136,137,138,139,140,141,142,143,144,145,146,147,148,149,150,151,152]
No25[10,25,27,33,41,42,43,45,49,53,153,154,155,156,157,158,159,160,161,162,163,164,165,166,167]
Zhao and Du (2020) carried out a multi-objective optimization design for windows and shading configurations in different climatic regions of China. They found out that the building location had a great impact on occupant comfort satisfaction and energy savings [1]. Delgarm et al. (2016) investigated the influence of buildings’ orientations, shading overhang specifications, window size, glass, and wall materials on indoor thermal comfort and the energy usage of office buildings within four climatic regions of Iran. Results showed that the optimum window size became smaller as sites moved from a cold to a warm climate to decrease the heating energy demand during the cold seasons [150].
Hosseini et al. (2019) considered a morphological method for a kinetic façade design process to increase visual and thermal comfort in diverse locations and climates, and discovered that utilization of a dynamic façade in response to severe climatic condition was an effective way to preserve and optimize internal comfort conditions [74]. Ascione et al. (2015) applied a novel methodology in a residential building for two different Mediterranean climates: Naples and Istanbul. They showed that the climatic conditions had a direct effect on the thicknesses of thermal insulation [52].
Figure 9 illustrates that the majority of case studies were conducted in China, followed by the USA, Italy, Iran, Korea, Malaysia, and Singapore. The others classification refers to countries with just one or two case studies among their analyzed studies in locations that include Turkey, Egypt, Australia, Vietnam, Finland, France, Sweden, Ireland, Switzerland, Chile, Canada, Nepal, Romania, Taiwan, India, Spain, Denmark, Morocco, Germany, Russia, and the UAE. The N/A category indicates that geographical locations of case studies are not available or not mentioned.
Based on Figure 10, Csa is the most common climate classification among analyzed documents. Even though it is very likely that before 2050 half of the world’s population will reside in tropical regions [75], but for the exception of Cfa, little research has been conducted in these climate zones (i.e., Af, Am, Aw, and BSh).

3.3. Case Study Building Types

In this review, building types were classified into educational, commercial, residential, historic, industrial, and test rooms. When choosing variables and applying comfort models, it is important to consider the building type. Historical buildings are acceptable examples that can be used to further explain this question. These types of buildings, such as museums, are very sensitive to the application of measures because preservation is important to them. Therefore, HVAC systems must guarantee the integrity of the artworks and the comfort of the visitors with maximum energy efficiency [168]. As illustrated in Figure 11, most of the case studies of the analyzed studies were in the educational type. Generally, the attention of researchers was more on educational (35%) than on commercial (30%), residential (27%), historical (3%), industrial (3%), or test rooms (2%) building types in all case studies in the analyzed documents.
Pertinent details on building types can be found in Table 4. The historical classification includes all buildings with historical character, cultural significance, and architectural importance. Marzouk et al. (2020) used simulation tools to optimize both thermal and visual efficiency in heritage buildings. They considered an Egyptian heritage building as a case study. The study proposed energy and daylight enhancement through different skylight configurations, along with the usage of relevant technologies that were explored, tested, and validated [120]. Ochoa et al. (2012) applied a new computational method to optimize window design for thermal comfort in a test room [50].

3.4. Decision-Making Model of Occupant Comfort Assessment in Buildings

Decision-makers consider thousands of actions to respond to residents’ demands and needs. These actions should be analyzed and assessed using the provided criteria [169]. Often these criteria are in conflict, and it is not possible to find a common approach that meets all criteria and decision-making models [150]. Therefore, it is important to propose a decision-making approach to achieve the best compromise between the potentially inconsistent criteria [40].
Yilmaz et al. (2022) presented a multi-criteria decision-making approach to specify suitable façade aperture sizes for achieving the comfort and performance criteria in a primary school classroom. They also introduced a novel methodology that can be applied in other cases [40]. In research conducted by Bakmohammadi and Noorzai (2020), a multi-objective approach was used to optimize the architectural design features of a classroom in Iran. They aimed to propose an optimized primary school classroom that satisfied both occupants’ comfort demands and energy efficiency [126].
Kang et al. (2017) evaluated the influence of indoor environmental quality (IEQ) on work efficiency in offices. According to their analysis, a decision-making strategy was also introduced for the assessment and improvement of the IEQ of university open-plan research offices (UOROs) [143]. Delgarm et al. (2016) offered a multi-objective optimization method to optimize energy consumption and thermal comfort in buildings, simultaneously. The final optimum design was chosen using the Technique for Order of Preference by Similarity to Ideal Solution (TOPSIS) decision-making approach [150].
The Pareto method can provide a non-dominated optimization solution that allows the selection of solutions based on preferences during subsequent decision making [122]. Genetic Algorithms (GA) are generally and usefully applied to create performance optimization problems, mainly Non-Dominated Genetic Algorithms (NSGA-II) [170]. For instance, Gou et al. (2018) used NSGA-II coupled with an artificial neural network (ANN) model to optimize residential buildings in Shanghai for ameliorating indoor thermal comfort while minimizing building energy needs [140]. Yu et al. (2015) applied NSGA-II to optimize energy efficiency and indoor thermal comfort in a typical building [46]. As shown in Figure 12, there has been an increase in intention to explore multi-criteria problems.

3.5. Assessment Indicators and Criteria

To measure the performance of a building, the thermal comfort of occupants is one of the most important evaluation criteria [171], and it can be used as a basis for intelligent design of HVAC (heating, ventilation and air conditioning) systems. To reach the thermal comfort zone, indices are required to be established to relate the thermal comfort of occupants to the surrounding physical factors of the indoor built environment [55]. A comprehensive review on the models and indicators of the occupants’ thermal comfort in the building is presented in [158].
In addition, the effective variables and models for measuring thermal comfort and IAQ have been reviewed in [33]. Huang and Zhai, in a comprehensive review, examined eight existing models for evaluating thermal comfort in the indoor built environment, and proposed a new model for comparison [153]. Thermal comfort is basically related to thermal physiology factors and human behavior factors [10]. Based on the previous literature, two main models have been adopted to measure thermal comfort, the Fanger’s Predicted Mean Vote (PMV)–Predicted Percentage of Dissatisfied (PPD) model and the adaptive model [10,24,43,153,154,158,161,167,171].
The classic PMV model takes into account six main factors that directly affect thermal comfort. These parameters have been classified into environmental and personal categories [10]. The PMV–PPD model is suitable for buildings equipped with air conditioning systems, while the adaptive model is more appropriate for buildings with natural ventilation and without mechanical ventilation systems [24,158,161,171]. The descriptions of the indicators frequently used to measure thermal comfort are given in Table 5.
Figure 13 shows the factors taken into consideration for the thermal physiology methods (PMV–PPD) and the human behavior adaptive methods. The factors listed on the left are considered insignificant in the adaptive approach because people will always behave in a way that makes them feel as comfortable as possible [10].
Visual comfort is an important and influential factor in the efficiency and well-being of building occupants [7,106,172]. Appropriate and sufficient lighting conditions and illumination are one of the most important requirements in the design of office buildings, because they directly affect the visual comfort of employees. Previous literatures have shown that employees prefer to work near a window or in the place with natural light [62,101,131]. The review research presented in [155] focused on metrics utilized to predict visual comfort and preference in the indoor built environment. In another review, Carlucci et al. (2015) classified and summarized the important indices for assessing visual comfort according to their common features and more than 30 indices presented in that study [27].
A comprehensive review [162] analyzed the main visual discomfort indices and made a comparison analysis of the common methods and equations for calculation. The review study presented in [58] aimed to reveal the key factors in determining visual comfort and lighting energy consumption in offices. An integrated review summarized the previous literature about the close relationship between visual comfort and work efficiency in university research offices [143]. Generally, the important indices for evaluating visual comfort can be classified into four groups: indices for assessing the quantity of light, the distribution of light, and glare and quality of light. For each group, a comprehensive list of visual comfort indices was extracted in [27]. Most common indicators of visual comfort are summarized in Figure 14.
Acoustic comfort, like thermal and visual comfort, is one of the most important parameters in the evaluation of occupant comfort in buildings [91,166]. Acoustic comfort is an important factor in the design of learning spaces and is directly related to the quality of education [92,133], and a poor acoustical environment can have a negative effect on the learning process of a student [97,127]. Choices in the optimal acoustic design in a classroom (e.g., sound-absorbent panels) can improve the level of acoustic comfort [135]. With the growth of open-plan offices, the issue of acoustic comfort has been mentioned as a factor affecting the health and well-being of employees [102,143].
Physical properties of the room such as sound insulation, absorption, and reverberation time can affect the acoustic environment [25]. Gramez and Boubenider (2017) reported that the low quality of the acoustic comfort in a conference room was the result of a relatively high level of ambient noise, poor insulation of the room, and a high value of the reverberation time [173]. Previous studies indicated that noise is a significant issue in living environments [105]. In some cases, it may be possible to increase acoustic comfort by removing the noise source or isolating the room, although these strategies may not always be practical. In these cases, it is necessary to evaluate the level of acoustic comfort using noise indices. The acoustics indices used in the previous review studies are classified in this review article [156]. Table 6 also summarizes the room acoustic indicators.
A large number of previous studies have shown that there is a close relationship between the IAQ satisfaction and the respiratory health of building occupants [33,107,142,174]. As determined in the ASHRAE standard, the IAQ is assumed acceptable when “there are no known contaminants at harmful concentrations, as determined by the competent authority and for which a substantial majority of exposed persons (at least 80%) does not express dissatisfaction” [73].
It is suggested that IAQ should be evaluated according to the international standards and guidelines that specify the permissible amounts of the air pollutants [24]. Among the IAQ parameters, carbon dioxide (CO2) is one of the main indicators of IAQ evaluation. Since CO2 is a waste product of occupant metabolism, its concentration depends on the number of occupants in the building. For this reason, CO2 sensors can be used to detect the IAQ of the building. According to the international standards, an acceptable value of the CO2 concentration is about 600–1000 ppm. (Table 7). List of assessment indicators and criteria used in analyzed studies is presented in Table 8.

3.6. Data Collection Methods and Tools

In order to collect data related to thermal comfort, some researchers adapt a questionnaire method to existing comfort models such as the PMV and the PPD, because they suppose that comfort is a subjective issue [8,13]. However, most researchers use conventional comfort models or models extracted from ML algorithms to estimate thermal comfort. While using existing comfort models, some documents described the use of wearable and non-wearable sensors to collect data [17,55,107,183]. Photography is one of the methods of data collection and measurement in visual comfort research, which has been employed in some studies [29,110,126,181] to capture luminance distribution for glare evaluation. The sensing system introduced in [58,80,106] and other studies was also designed for collecting data to evaluate visual comfort in buildings.
In addition, because of the high cost and time-consuming process of data collection in field studies, many studies used the simulation method. EnergyPlus [1,46,47,48,51,52,58,71,84,89,104,115,122,124,129,140,142,150,170,184], CFD [50,81,86,112,113,144,149,157,160,185], Grasshopper Plug-ins [99,104,115,119,123,139,182], and DIVA [60,62,131,138,155] were among the most popular simulation tools in thermal and visual comfort studies. Some researchers used special measurement systems that included a complete set of diagnostic aspects of sound properties to assess acoustic comfort levels [8,92,97,102,110,127,135].
Questionnaires and interviews were also used for collecting data in acoustic comfort studies [13,132,133,143]. As mentioned in the previous section, since the CO2 concentration is one of the important indicators in the assessment of IAQ satisfaction, in the majority of studies, CO2 sensors have been used as data collection tools [6,21,107,186]. These sensors can be employed for occupancy detection [9]. The data collection protocols of several studies related to occupant comfort in the indoor environment are summarized below.
The research study presented in [17] provided a pioneer approach for predicting individuals’ thermal preferences using a Personal Comfort System (PCS) chair. The Computational Fluid Dynamics (CFD) and bio-heat models that were used in [149,160] were validated experimentally using a thermal manikin seated on a chair equipped with fans. A photoplethysmography (PPG) sensor for heart rate detection was part of the wristband, which was a wearable medical device with several sensors [9].
Wristbands were used in [146] to measure occupants’ metabolic rates. The Internet of Things (IoT) is a network of physical objects (made up of sensors, software, and electronics) that have the ability to communicate with each other and with users. The IoT was used to enhance the indoor thermal comfort level and occupants’ satisfaction in [107,128]. The intelligent and effective management of complicated buildings’ energy needs and consumption is feasible through Building Energy Management Systems (BEMSs). The BEMS was applied in [125] to keep a balance between reducing the cost of energy and improving the comfort and satisfaction of occupants in the indoors.
The data collection system used in [69] consisted of a user interface (UI) and a portable temperature/humidity sensor for collecting occupants’ thermal votes and measuring local ambient conditions. Some researchers have used questionnaires [6,82,183,187] and semi-structured interviews [129] to collect thermal comfort data. HDR images in [29,126,181] were captured with a digital camera for glare evaluation and vertical illuminance measurements, and photometric sensors connected to data loggers have been installed in different locations of buildings to measure daylight illuminance in the defined time intervals. In a study presented in [60], objective data were collected via simulation method and subjective data by using an online questionnaire for visual comfort evaluation in an office building.
Acoustic measurements in [63,127,173] were conducted by Brüel and Kjaer (B&K) equipment. B&K provides a perfect system of measurement that covers the five diagnostic classifications of sound specifications via evaluating the sound pressure based on ISO 717-1 and ISO 717-2 [173]. To evaluate the acoustic comfort of learning spaces in a study conducted by Montiel et al. (2019), data were collected through a face-to-face semi-structured interview and by using an online structured questionnaire [133].
The subsequent documents indicate the utilization of CO2 sensors in IAQ studies. For example, the smart sensor introduced in [107] was designed according to the CO2 concentration level to evaluate the comfort of occupants. These sensors were connected to a Raspberry Pi board whose main purpose was to relay the connection with the ventilation system via the IoT technology. Similarly, in another study [6] the Raspberry Pi-based sensors were also applied to determine CO2 concentration levels. CO2 sensors were used in [21] to produce occupancy count estimations.
As shown in Figure 15, more than a third of the studies (37.5%) used simulation. Measurement has been used by 19.2% of the studies, and simulation and measurement have been used together by 17.3% of the studies. Measurement and questionnaires have been also used by 5.3% of the studies. About 2.5% of the studies used simulation and measurement methods together, and only 2% of the studies used questionnaires for data collection. In addition, 2% of the studies used all the three methods simultaneously. It should be noted that 14.5% of the studies did not explicitly mention the data collection method. In Table 9, the tools described in analyzed documents for assessing occupant comfort in buildings are classified according to their data-collection methods.

3.7. Data Analysis Strategies

Most of the prediction models used in the field of occupant comfort studies have used the regression-based approach [5,8,41,42,55,58,59,61,63,65,82,102,108,132,141,144,145,157,170,177]. This solution applies a function to estimate the interrelation between occupant comfort and psychological, environmental, and physiological parameters [188]. Moreover, the regression functions have unstable accuracy. For instance, the value of regression coefficients R2 in [82] is smaller than 0.8, which leads to prediction bias and hence cannot be commonly used in the whole process of design.
Furthermore, gender, outdoor temperature, a person’s age, and some other parameters which play a vital role in evaluating thermal comfort are not included in the most traditional thermal comfort models [188]. These models are known as white-box or gray-box models. Scholars simplify the model algorithm after obtaining it because of the intricacy of the intermediate mechanism. In traditional models, due to their physiological foundation, many mechanisms cannot see their cores, resulting in some errors.
Occupant comfort is being transformed by the rapid development of statistics during the second decade of the 21st century. ML, big data, and other methods have been used to study occupant thermal comfort since 2016 [167]. As a branch of Artificial Intelligence (AI), the essential goal of ML is to make computers learn automatically, find patterns or rules by examining numerous amounts of data, and make predictions about unknown data [189]. ML approaches take into account the parameters that can’t be investigated in the regression-based approaches and improve the prediction accuracy compared to regression-based approaches.
As a result, ML will be an efficient method for predicting occupant comfort in the indoor environment [188]. As shown in Figure 16, ML algorithms are classified into three main classifications according to learning technique: supervised learning, unsupervised learning, and reinforcement learning [190].
ML allows a prediction model to be trained with input data without solving theoretic equations [93]. Predictive models based on ML algorithms are called black-box, and have been recognized by the building design community for their high ability and acceptable accuracy in handling complex problems [191]. Hence, ML has been widely applied in thermal comfort prediction. ML techniques have been applied to predict indoor environments, energy consumption, occupancy behaviors, and weather conditions for buildings [15].
Almost 20% of the studies included in this review used ML algorithms. The main ML algorithms applied in these documents were Naïve Bayes (NB) [21,69,88], K-Nearest Neighbor (K-NN) [69], Decision Tree (DT) [69,121,122], Support Vector Machine (SVM) [17,69,77,93,183], Random Forest (RF) [17,77,93,121,165], Artificial Neural Network methods (ANNs) [15,44,46,50,87,93,94,128,140,146,187], Linear Regression (LR) [49,69,187], Classification and Regression Tree (CART) [17,77], Gradient Boosting Tree (GBT) [17,93,122,165], and Q-Learning [20,76,128]. Decision tree algorithms can predict with over 90% accuracy [167]. Figure 17 shows the distribution of data analysis strategies applied in analyzed documents.
In order to develop personal comfort models, Kim J. et al. [17] conducted a comparative study on the performance of six ML algorithms (i.e., CT, Gaussian Process Classification (GPC), GBT, Kernel SVM, RF, Regularized Logistic Regression (RLR)). Results indicate that models based on all field data produced a median accuracy of 0.73. Based on all subjects, this is better than conventional models (PMV, adaptive), which produced a median accuracy of 0.51.
Before ML techniques, the thermostat was used as a thermal comfort control system in most buildings, which only measures the sensible air temperature and neglects other environmental factors such as humidity, contaminant concentrations, and air speed. In recent years, CO2 sensors have been added to buildings. These sensors can measure occupancy and air exchange rates. In other words, nearly all buildings are dumb and can only measure a small number of factors, but ML techniques can interact with more data points and collect more data from indoor environments [33].
Previous visual comfort research has also focused primarily on visual comfort related to light, ignoring the potential effects of other factors. Recent studies in this field have proven that ML techniques can greatly eliminate the issue of one-sidedness and subjectivity of the traditional research. In addition, much useful information about the data can be extracted by these techniques without the need for time-consuming simulations or calculations. The application of these novel techniques in daylighting prediction is still underexploited and recent studies on the use of ML algorithms in daylight are progressing. The most commonly applied algorithms in the studies are ANNs with acceptable prediction accuracy [96].
ML techniques in acoustic studies are rapidly developing. The results of these studies are also convincing and indicate a promising future in this field [94]. However, limited studies have been conducted on the application of ML algorithms in acoustic comfort, and most studies have used traditional methods for calculations. Traditional methods have many limitations and are not very effective for the first design steps, while ML techniques have provided significant progress in data processing and prediction in recent years. According to the results, New NN algorithms have produced more reliable results in acoustic studies [93,94,95,96,192,193].
Nannariello and Fricke, (1999), predicted the reverberation time in 71 spaces (including concert halls, auditoriums, and cultural centers) using NN analysis [193]. Falcon Perez, (2018), also proposed a predictive model of acoustic indices using ML techniques [95]. A predictive model was proposed in [93] as a simple evaluation tool to design the interior architecture of small and medium-sized activity centers. This study applied four ML algorithms to build predictive models (including SVM, RF, GBT, and ANN). Abarghooie et al. (2021), introduced a simple predictive model by using Deep Neural Networks (DNN). This ML-based model has a short calculation time and can be used to estimate the acoustic condition of a room in the early stages of design [94].
In addition, one of the great advantages of using ML techniques is to avoid privacy concerns. These techniques can gradually adapt to occupants’ preferences by making a proposed model. For this purpose, a zone thermostat is used, and occupants can change the zone temperature in case of discomfort conditions. The use of newly collected data helps the model to record and update changes in occupants’ preferences and gradually learn from them [125].
Choosing the right ML algorithm for a specific problem is an important task that requires knowledge, accuracy, experience, and sometimes a little trial and error. Sometimes it is necessary to compare the performance of several algorithms on a specific problem. In general, comparing the efficiency of different algorithms is an important topic in the field of ML [93]. When working on ML projects, users usually work with several good models and run several models on a specific problem to finally choose the best model [9].
Each model has different performance for a specific problem. By using resampling methods, such as cross-validation, you can estimate how well each model fits on unseen data. The user should be able to choose the best model, or the two best models among the various models built and tested on the problem by using these estimates [194]. K-fold cross-validation, the holdout method, and repeated random sub-sampling validation are among the most popular and effective validation methods for ML-based comfort models [9]. The distribution of the ML algorithms applied in analyzed documents to predict occupant comfort are presented in Figure 18.
In the reviewed studies, K-fold cross-validation was the most widely used method. This method was applied in [17,77,93,94,146,165,183,187]. During cross-validation, the training set is divided into “k” subsets. In the next step, the models are trained and assessed “k” times. The arrays containing “k” evaluation scores are the result of K-fold cross-validation [77,195].

4. Conclusions and Recommendations

About 90% of people spend most of their time indoors in the contemporary era. Therefore, one of the main goals of smart buildings is to propose comfortable living and working environments while achieving energy efficiency. Improving occupant comfort in the indoor environment not only improves the occupants’ health and well-being, but also saves on energy and building costs. Indoor occupant comfort is usually evaluated through four aspects: thermal, visual, acoustic, and IAQ satisfaction. To maximize various aspects of indoor occupant comfort, we need to know the main factors and indicators affecting them. Subsequently, in order to determine how environmental factors have a direct effect on occupant comfort, data needs to be collected from both human subjects and the environment.
In this paper, a meta-synthesis review of the literature conducted on occupant comfort evaluation in buildings (1992–2022) and the collected documents were analyzed in terms of structure and content. Due to the richness of the published documents in the field of indoor occupant comfort, the Web of Science was chosen as a database for this paper. In terms of structural analysis, the number of publications in different years was examined. In addition, the frequency of publications with case studies was determined along with the region and type of case studies. In content analysis, we focused on the important criteria and indicators used for indoor occupant comfort evaluation, data collection protocols, and data analysis methods employed by different researchers in this field.
Surveys showed that because there is an increasing interest in this field, the number of publications between 2019 and 2022 has increased dramatically. Among the four aspects of occupant comfort, thermal comfort had the most research contributions, followed by visual, acoustic, and IAQ. Also, most of the studies focused either on thermal, visual, acoustic, or IAQ. Only a minor portion of the studies investigated two or three aspects of human comfort, whereas only nine documents investigated all four aspects. China, America, and Italy, respectively, had the highest number of publications in this field, and most studies have focused on educational buildings (schools and universities).
Currently, in order to train the thermal comfort model, the occupants’ survey is used to collect comfort perception votes. Since this type of survey is inherently subjective, the established comfort model may not accurately reflect occupants’ thermal preferences. Visual, acoustic, and IAQ satisfaction are also dependent on the individual preferences of the occupants. However, most of the documents used the comfort models that only focused on the influence of environmental parameters, and the effect of the physiological parameters was neglected in these models. With the emergence of the Internet of Things (IoT) and sensor technology, data collection is often conducted by distributed sensor networks.
Before 2016, regression-based approaches were commonly applied in data analysis, but since 2016, ML algorithms have been widely used to extract useful information from data collected by sensors. The collected data is specifically used to develop predictive occupant comfort models. Although sensor technology is widely used in the fields of visual comfort, acoustic comfort, and IAQ satisfaction, the adoption of ML algorithms in these fields is novel and is not widely common. This might be due to the relatively straightforward nature of the relevant comfort indices.
Due to the high cost of sensor technology and the time-consuming nature and complexity of ML algorithms, the simulation software tools have been commonly used in data collection and data analysis. On the other hand, most of the documents included in this review applied simulation methods and only a few used questionnaires. Moreover, the use of all three methods (measurement, simulation, and questionnaire) at the same time was neglected, and only 2% of the studies used all three methods simultaneously.
The following areas are proposed for future research concerning occupant comfort in buildings:
  • The potential of more building types, such as health and treatment centers (hospitals, nursery homes, etc.), public transportation centers (terminals, subway stations, etc.), banks, and hotels to improve indoor occupant comfort by applying the appropriate comfort models should be evaluated.
  • It is advisable to study all four aspects of human comfort (thermal, visual, acoustic, and IAQ satisfaction) simultaneously because they are closely interrelated.
  • Using specific physiological factors to replace the survey method and measuring factors by wearable sensors or wearable devices.
  • More focus should be applied to objective indices to train the comfort model and to present the comfort level.
  • There is a need to investigate the incorporation of pertinent physiological parameters (such as gender, age, etc.) into the comfort models, because the selection of appropriate parameters has a significant effect on the quality of the evaluation of occupant comfort perception.
  • Applying ML algorithms in studies to learn occupants’ visual preferences.
  • Customization of comfort models in order to adapt them to individual occupants’ preferences.
  • Designing an intelligent decision-making model for occupant comfort based on physical parameters and human behavior.
  • Providing a more comfortable and responsive indoor environment by adopting improved indices of occupant comfort.
  • More precise control of building HVAC systems by applying accurate and reliable predictive models to create smart buildings with improved energy efficiency.
  • Performing long-term measurements of occupant comfort in different types of buildings in order to validate the available comfort models.
  • Building occupant comfort analysis should include a comparison between summer and winter in different geographical locations. Comparative study on effective occupant comfort indices and models in the evaluation of individual occupants’ comfort based on various climate conditions (cold, Mediterranean, warm, etc.) should be considered.
  • Evaluating personalized conditioning in real conditions via different types of questionnaires and field tests.

Author Contributions

Conceptualization, A.F. and F.R.; methodology, A.F., M.R. and F.R.; software, P.R. and F.R.; validation, A.F, M.R. and F.R.; formal analysis, A.F.; investigation, F.R.; resources, P.R.; data curation, A.F.; writing—original draft preparation, F.R.; writing—review and editing, A.F. and P.R.; visualization, F.R.; supervision, A.F. and M.R.; project administration, A.F. All authors have read and agreed to the published version of the manuscript.

Funding

This research received no internal or external funding from any commercial or noncommercial source.

Conflicts of Interest

The authors declare no conflict of interest.

Appendix A

Table A1. List of studies considered in this article.
Table A1. List of studies considered in this article.
No.YearAuthor(s)No.YearAuthor(s)No.YearAuthor(s)
12022(Y. Yilmaz et al.) [40]532020(L. Zhu, B. Wang, & Y. Sun) [123]1052016(W. Abou Hweij et al.) [160]
22022(A. M. Selim & D. M. Saeed) [97]542020(A. Dietz et al.) [124]1062016(Y. Tae-hwan et al.) [152]
32022(H. Wu & T. Zhang) [98]552020(S. Salimi & A. Hammad) [125]1072016(Y.-J. Choi) [63]
42022(E. Noorzai, P. Bakmohammadi, & M. A. Garmaroudi) [99]562020(P. Bakmohammadi and E. Noorzai) [126]1082016(F. Stazi, E. Tomassoni, & C. Di Perna) [64]
52022(F. Diker & I. Erkan) [100]572020(J. Zhao & Y. Du) [1]1092016(X. Chen, Q. Wang, & J. Srebric) [65]
62022(Z. Kong et al.) [180]582019(T. Daniela-roxana et al.) [127]1102016(Y. Al horr et al.) [7]
72022(Z. R. Kahaki et al.) [101]592019(W. Valladares et al.) [128]1112015(Y. Wang et al.) [66]
82022(A. A. Glean, S. D. Gatland II, & I. Elzeyadi) [102]602019(A. A.-W. Hawila et al.) [177]1122015(W. Yu et al.) [46]
92022(N. Abdollahzadeh et al.) [103]612019(J. Malik & R. Bardhan) [129]1132015(S. Carlucci et al.) [27]
102022(A. Omidi, N. Golchin, & S. E. Masoud) [104]622019(T. Song, F. Mao, & Q. Liu) [9]1142015(A. Salvatore et al.) [67]
112022(A. B. Kuri & S. J. Pérez R.) [105]632019(Z. S. Zomorodian & M. Tahsildoost) [94]1152015(X. Chen, Q. Wang, & J. Srebric) [68]
122022(N. Mahyuddin et al.) [106]642019(I. Ballarini et al.) [131]1162015 a(F. Ascione et al.) [52]
132022(L. Qabbal, Z. Younsi, & H. Naji) [107]652019(F. M. M. Khanmohamadi & M. Pourahmadi) [182]1172015(A. Ghahramani, C. Tang, & B. Becerik-Gerber) [69]
142022(Z. Li & E. Kim) [13]662019(P. Kar et al.) [20]1182015(J. Ortiz et al.) [70]
152022(F. Lolli, A. M. Coruzzolo, & E. Balugani) [108]672019(M. S. Andargie & E. Azar) [132]1192015 b(F. Ascione et al.) [71]
162022(H. Tang et al.) [165]682019(J. K. Day et al.) [181]1202015(N. Moenssens et al.) [72]
172022(F. Vittori et al.) [109]692019(Y. Zhai et al.) [170]1212014(A. Rackes & M. S. Waring) [79]
182021(C. Berger & A. Mahdavi) [110]702019(I. Montiel et al.) [133]1222014(A. Ehsan et al.) [44]
192021(L. Bourikas et al.) [8]712019(J. Xiong et al.) [134]1232014(M. Veselý & W. Zeiler) [161]
202021(N. A. Khan & B. Bhattacharjee) [166]722019(D. Russo & A. Ruggiero) [135]1242014(M. Frascarolo, S. Martorelli, & V. Vitale) [80]
212021(R. Elnaklah, I. Walker, & S. Natarajan) [6]732019(N. G. Vardaxis, D. Bard, & K. Persson Waye) [156]1252014(P. Taylor, A. T. Nguyen, & S. Reiter) [51]
222021(C.Y. Yeh & Y.S. Tsay) [93]742019(C. Papayiannis, C. Evers, & P. A. Naylor) [96]1262014(K. Horikiri, Y. Yao, & J. Yao) [81]
232021(A. Yüksel et al.) [24]752018(J. Y. Suk) [29]1272013(L. Faculty & A. Sciences) [82]
242021(S. Oh & S. Song) [111]762018(J. Kim et al.) [17]1282013(W. J. N. Turner & I. S. Walker) [83]
252021(P. Nejat et al.) [112]772018(T. Chaudhuri et al.) [183]1292013(A. Lenoir et al.) [84]
262021(N. Ma, D. Aviv, H. Guo, & W. W. Braham) [33]782018(K. Katić, R. Li, J. Verhaart, & W. Zeiler) [187]1302012(D. Griego, M. Krarti, & A. Hernández-guerrero) [85]
272021(R. Amini et al.) [113]792018(H. Sghiouri, A. Mezrhab, & H. Naji) [136]1312012(S. Wu & J.-Q. Q. Sun) [59]
282021(K.-H. Yu et al.) [76]802018(M. Ferrara, E. Sirombo, & E. Fabrizio) [137]1322012(S. Wu & J.-Q. Sun) [55]
292021(Q. Zhao, Z. Lian, & D. Lai) [167]812018(M. Alizadeh & S. M. Sadrameli) [157]1332012(C. E. Ochoa et al.) [48]
302021(G. Ma & X. Pan) [77]822018(A. Schieweck et al.) [174]1342012(G. Y. Yun et al.) [58]
312021(J. Xue, Y. Wang, & M. Wang) [78]832018(I. Ballarini et al.) [138]1352012(G. M. Stavrakakis et al.) [50]
322021(R. M. ElBatran & W. S. E. Ismaeel) [62]842018(A. Michael, S. Gregoriou, & S. A. Kalogirou) [139]1362012(Y. Cheng, J. Niu, & N. Gao) [86]
332021(R. A. Rizi & A. Eltaweel) [179]852018(S. Gou et al.) [140]1372012(R. Z. Homod et al.) [49]
342021(R. Lapisa et al.) [114]862018(Y. Zhang et al.) [178]1382011(M. Frontczak & P. Wargocki) [25]
352021(A. A. S. Bahdad et al.) [115]872018(P. Potočnik et al.) [141]1392011(M. Hamdy, A. Hasan, & K. Siren) [54]
362021(R. Abarghooie et al.) [94]882018(R. F. Pérez) [95]1402010(N. Djongyang, R. Tchinda, & D. Njomo) [43]
372021(A. Kaushik et al.) [116]892017(R. Debnath, R. Bardhan, & R. K. Jain) [142]1412009(M. Castilla et al.) [57]
382021(L. R. Jia et al.) [117]902017(S. Kang, D. Ou, & C. M. Mak) [143]1422009(J. Conraud-Bianchi) [87]
392021(A. Davoodi, P. Johansson, & M. Aries) [60]912017(A. Mukhtar, K. C. Ng, & M. Z. Yusoff) [144]1432008(R. Z. Freire, G. H. C. Oliveira, & N. Mendes) [45]
402020(S. Nundy & A. Ghosh) [172]922017(F. Stazi et al.) [145]1442008(L. Bellia et al.) [162]
412020(T. Parkinson, R. de Dear, & G. Brager) [118]932017(A. Gramez & F. Boubenider) [173]1452007(D. Lindelöf) [88]
422020(H. Wu, X. Sun, & Y. Wu) [14]942017(D. Enescu) [158]1462007(N. Djuric et al.) [89]
432020(L. Huang & Z. Zhai) [153]952017(s. Zhang et al.) [5]1472006(R. Z. Freire, G. H. C. Oliveira, & N. Mendes) [163]
442020(R. De Dear et al.) [154]962017(F. Bre, F. Pii, & F. Bre) [56]1482005(W. K. E. Osterhaus) [164]
452020(K. Karyono et al.) [10]972017(D. Zhai & Y. C. Soh) [146]1492005(A. Melikov et al.) [90]
462020(N. S. Shafavi et al.) [155]982017(A. Zhang et al.) [147]1502004(E. L. Krüger and P. H. T. Zannin) [92]
472020(E. Schito et al.) [168]992016(C. D. Korkas et al.) [47]1512004(G. K. Oral, A. K. Yener, & N. T. Bayazit) [91]
482020(S. Yang et al.) [15]1002016(T. Moore et al.) [148]1522003(E. Prianto & P. Depecker) [53]
492020(A. Ebrahimi-moghadam, P. Ildarabadi, & K. Aliakbari) [119]1012016(B. El-Fil, N. Ghaddar, & K. Ghali) [149]1532002(J. F. Nicol & M. A. Humphreys) [41]
502020(M. Marzouk, M. Elsharkawy, & A. Eissa) [120]1022016(N. Delgarm, B. Sajadi, & S. Delgarm) [150]1542002(Fanger, P.O & Toftum, J) [42]
512020(F. Bünning et al.) [121]1032016(P. H. Shaikh et al.) [159]
522020(R. Wang, S. Lu, & W. Feng) [122]1042016(J. Kim et al.) [151]

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Figure 1. Interrelation between the aspects of occupant comfort.
Figure 1. Interrelation between the aspects of occupant comfort.
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Figure 2. Research process of meta-synthesis analysis [37].
Figure 2. Research process of meta-synthesis analysis [37].
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Figure 3. Results from the general literature search on indoor occupant comfort in four databases.
Figure 3. Results from the general literature search on indoor occupant comfort in four databases.
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Figure 4. Distribution of analyzed documents according to publishing year.
Figure 4. Distribution of analyzed documents according to publishing year.
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Figure 5. Clusters visualization of the 391 publications’ literature data analyzed by CiteSpace software.
Figure 5. Clusters visualization of the 391 publications’ literature data analyzed by CiteSpace software.
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Figure 6. Flowchart of research concept.
Figure 6. Flowchart of research concept.
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Figure 7. Distribution of single-factor and multi-factor studies.
Figure 7. Distribution of single-factor and multi-factor studies.
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Figure 8. Frequency of different aspects of occupant comfort in analyzed documents.
Figure 8. Frequency of different aspects of occupant comfort in analyzed documents.
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Figure 9. Distribution of case studies’ geographical locations in analyzed documents.
Figure 9. Distribution of case studies’ geographical locations in analyzed documents.
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Figure 10. Diversity of Köppen climate classification among analyzed documents. Af: tropical rainforest climate; Am: tropical monsoon climate; Aw: tropical savanna; BWh: hot desert climate; BWk: cold desert climate; BSh: hot semi-arid (steppe) climate; BSk: cold semi-arid (steppe) climate; Csa: hot-summer Mediterranean climate; Csb: warm-summer Mediterranean climate; Cwa: monsoon-influenced humid subtropical climate; Cwb: subtropical highland climate or temperate oceanic climate with dry winters; Cwc: cold subtropical highland climate or subpolar oceanic climate with dry winters; Cfa: humid subtropical climate, Cfb: temperate oceanic climate; Cfc: subpolar oceanic climate; Dsa: hot, dry-summer continental climate; Dsb: warm, dry-summer continental climate; Dsc: dry-summer subarctic climate; Dwa: monsoon-influenced hot-summer humid continental climate; Dwb: monsoon-influenced warm-summer humid continental climate; Dwc: monsoon-influenced subarctic climate; Dwd: monsoon-influenced extremely cold subarctic climate; Dfa: hot-summer humid continental climate; Dfb: warm-summer humid continental climate; Dfc: subarctic climate; Dfd: extremely cold subarctic climate; ET: tundra; EF: ice cap climate.
Figure 10. Diversity of Köppen climate classification among analyzed documents. Af: tropical rainforest climate; Am: tropical monsoon climate; Aw: tropical savanna; BWh: hot desert climate; BWk: cold desert climate; BSh: hot semi-arid (steppe) climate; BSk: cold semi-arid (steppe) climate; Csa: hot-summer Mediterranean climate; Csb: warm-summer Mediterranean climate; Cwa: monsoon-influenced humid subtropical climate; Cwb: subtropical highland climate or temperate oceanic climate with dry winters; Cwc: cold subtropical highland climate or subpolar oceanic climate with dry winters; Cfa: humid subtropical climate, Cfb: temperate oceanic climate; Cfc: subpolar oceanic climate; Dsa: hot, dry-summer continental climate; Dsb: warm, dry-summer continental climate; Dsc: dry-summer subarctic climate; Dwa: monsoon-influenced hot-summer humid continental climate; Dwb: monsoon-influenced warm-summer humid continental climate; Dwc: monsoon-influenced subarctic climate; Dwd: monsoon-influenced extremely cold subarctic climate; Dfa: hot-summer humid continental climate; Dfb: warm-summer humid continental climate; Dfc: subarctic climate; Dfd: extremely cold subarctic climate; ET: tundra; EF: ice cap climate.
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Figure 11. Classification of case studies’ building types.
Figure 11. Classification of case studies’ building types.
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Figure 12. Percentage of single-criterion or multi-criteria problems in analyzed documents according to publishing year.
Figure 12. Percentage of single-criterion or multi-criteria problems in analyzed documents according to publishing year.
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Figure 13. The parameters of thermal comfort models (PMV–PPD model-Adaptive model) [10].
Figure 13. The parameters of thermal comfort models (PMV–PPD model-Adaptive model) [10].
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Figure 14. Most common indicators of visual comfort measurement.
Figure 14. Most common indicators of visual comfort measurement.
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Figure 15. Percentage of data-collection methods used in analyzed studies.
Figure 15. Percentage of data-collection methods used in analyzed studies.
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Figure 16. Classification of ML algorithms according to learning technique.
Figure 16. Classification of ML algorithms according to learning technique.
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Figure 17. Distribution of different data analysis strategies among analyzed documents.
Figure 17. Distribution of different data analysis strategies among analyzed documents.
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Figure 18. Distribution of the analyzed studies’ attempts to apply ML algorithms to predict occupant comfort in buildings according to publishing year.
Figure 18. Distribution of the analyzed studies’ attempts to apply ML algorithms to predict occupant comfort in buildings according to publishing year.
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Table 1. A sample guide used in this review for categorizing the information of previous studies.
Table 1. A sample guide used in this review for categorizing the information of previous studies.
No.TitleAuthor(s)TypeCase StudyCountryYearKeywordsScopesFindings
Ex.A methodology to determine appropriate facade aperture sizes considering comfort and performance criteria(Y. Yilmaz et al.) [40]Research articleEducationalTurkey2022facade design; thermal comfort; visual comfort; Acoustic comfortSuggesting an effective methodology to find out suitable facade aperture sizes- The effect of aperture orientation was greater than its size.
- The smallest aperture was more suitable for achieving better thermal, visual, and acoustic comfort.
- The heating setback system seemed to be an applicable variable for thermal comfort as much as the size of aperture.
  • Determining the decision-making models, measures, criteria, and recommendations.
  • Collecting the references.
Table 2. Top-ten most cited studies in the field of occupant comfort in buildings.
Table 2. Top-ten most cited studies in the field of occupant comfort in buildings.
No.AuthorsYearNo. of CitationArticle Title
1J. F. Nicol and M. A. Humphreys [41]2002966Adaptive thermal comfort and sustainable thermal standards for buildings
2M. Frontczak and P. Wargocki [25]2011529Literature survey on how different factors influence human comfort in indoor environments
3P. O. Fanger, J. Toftum [42]2002432Extension of the PMV model to non-air-conditioned buildings in warm climates
4N. Djongyang, R. Tchinda, and D. Njomo [43]2010354Thermal comfort: A review paper
5A. Ehsan, A. Manuel, S. Carlos, H. A. Lu, and L. Glicksman [44]2014258Multi-Objective Optimization for Building Retrofit: A Model Using Genetic Algorithm and Artificial Neural Network and an Application
6R. Z. Freire, G. H. C. Oliveira, and N. Mendes [45]2008240Predictive controllers for thermal comfort optimization and energy savings
7W. Yu, B. Li, H. Jia, M. Zhang, and D. Wang [46]2015218Application of multi-objective genetic algorithm to optimize energy efficiency and thermal comfort in building design
8C. D. Korkas, S. Baldi, I. Michailidis, and E. B. Kosmatopoulos [47]2016216Occupancy-based demand response and thermal comfort optimization in microgrids with renewable energy sources and energy storage
9J. Kim, Y. Zhou, S. Schiavon, P. Raftery, and G. Brager [17]2018194Personal comfort models: Predicting individuals’ thermal preference using occupant heating and cooling behavior and machine learning
10C. E. Ochoa, M. B. C. Aries, E. J. van Loenen, and J. L. M. Hensen [48]2012189Considerations on design optimization criteria for windows providing low energy consumption and high visual comfort
Table 4. Frequency of the case studies’ building types in analyzed documents.
Table 4. Frequency of the case studies’ building types in analyzed documents.
Building TypeFrequency of Case Studies
Educational
School22
University19
Laboratory4
Commercial
Office37
Commercial3
Residential
Residential35
Historical
Historical residential2
Historical museum1
Historic1
Industrial
Factories2
Warehouses1
Test room2
Not mentioned25
Table 5. The details of mostly common indicators of thermal comfort measurement.
Table 5. The details of mostly common indicators of thermal comfort measurement.
No.IndicatorDescriptionReference(s)
1Predicted Mean Vote (PMV)This index is calculated using the Fanger comfort equation for human body heat exchange. The PMV provides a mathematical model to predict the thermal sensation of a large group of people according to environmental and personal factors.[7,9,10,24,42,43,44,49,69,145,153,154,158,167,171]
2Adaptive Predicted Mean Vote (aPMV)The PMV index is not applicable for hot and humid climates, so the aPMV is applied to establish occupants’ thermal comfort. This index applies the same optimum operative temperature as the analytical PMV approach, but instead of clothing insulation, metabolic rate, relative humidity, and air velocity factors, it uses the mean outdoor effective temperature as the only input.[33,43,154,158]
3Extended Predicted Mean Vote (ePMV)Fanger and Toftum proposed the ePMV index by reducing the metabolic heat parameter. Whereas the PMV is used for air-conditioned buildings, the ePMV is only adequate for buildings without air conditioning or air ventilation. In addition, this index is suitable in hot and humid climates where the indoor air temperature increases significantly.[9,154,158]
4Empirical PMV (epPMV)The original PMV model is not practical for real-time control systems or design purposes. These limitations led to the development of the PMV index. The epPMV is defined as a function that depends only on temperature and partial vapor pressure.[9,55]
5New Predicted Mean Vote (nPMV)The nPMV was introduced by Humphreys and Nicol, and intends to equilibrate the difference between the predicted PMV results and the actual thermal sensation of occupants in air-conditioned buildings.[33,158]
6Total percentage of discomfort hours (TPMVD)To formulate thermal comfort, the total percentage of cumulative time with discomfort over the whole year during the occupancy period is considered as the TPMVD. It is a two-tailed index that calculates thermal discomfort throughout the whole year.[44]
7Actual Mean Vote (AMV)The AMV is a 7-point scale index that is defined as the occupants’ thermal sensation in a certain comfort space. This index is used in tropical regions and is determined based on the behavior and psychology of the occupants. Unlike the PMV, the AMV is the thermal comfort perceived by occupants during the voting.[24,43,65,68,154,158]
8Predicted Percentage Dissatisfied (PPD)This index is applied to estimate the percentage of people who are dissatisfied with a certain thermal condition. The PPD is closely dependent to the PMV, and this dependency is introduced in the equation developed by Fanger. This index, like the PMV, can be applied to predict human thermal perception in buildings equipped with mechanical cooling systems.[9,10,24,25,44,51,71,81,119,123,150,158]
9The maximum hourly value of PPD ( P P D M A X )The P P D M A X relates to the maximum hourly value of the PPD, which depends on Fanger’s theory, during the examined day.[158]
10PPD-weighted criterion (PPDwC)This index is only suggested for the Fanger comfort model. The PPDwC assumes that time during which the PMV exceeds the comfort boundaries is weighted with a weighting factor, w f i .[145]
11Transient Predicted Percentage Dissatisfied (TPPD)The TPPD is a new index that is applicable for transient conditions. This index is presented based on replacing the Steady-State Energy Balance model with the Two-Node Energy Balance model in transient conditions.[158,161]
12Lowest Possible Percentage Dissatisfied (LPPD)The LPPD is adequate for non-uniform thermal environments. This index is more practical for big rooms and its value should be less than 10% in occupied areas. If the LPPD value is more than 10%, two solutions are recommended (insulating the building, using an air distribution system, or both).[158]
13Thermal Discomfort time Percentage (TDP)Based on the experimental outcomes, the values of the TSP (Thermal Satisfaction Percentage) index were different in non-uniform environments even under the same operative temperature (top). Moreover, the temperature difference between surface temperature and air temperature (△t) can, remarkably, have an effect on humans’ thermal satisfaction. Therefore, to remain in accordance with the terms of percentage dissatisfied in the ASHRAE standard, the TDP (Thermal Dissatisfied Percentage) was proposed to assess the two types of non-uniform indoor thermal environments.[98]
14Human Thermal Model (HTM)The HTM can be used in both steady-state and transient conditions. This index is defined based on true anatomy and physiology of the human body. The HTM is calculated, like the PPD, by replacing the PMV with the overall thermal sensation.[158]
15Adaptive ModelThe adaptive model has been developed based on collected data from environments where occupants have the possibility to interact with their environment. In this model, occupants can interact with the environment by opening and closing windows, turning fans on and off, etc. In the adaptive model, gender, age, and physical disabilities will affect thermal comfort.[9,10,15,17,24,33,43,75,118,145,154,171]
Table 6. Summary of different room acoustic indicators.
Table 6. Summary of different room acoustic indicators.
No.UsageIndexDescription
1Music/SpeechReverberation Time (T)Perceived as the time for the sound to die away. This acoustic index is one of the more convenient and useful among the indices.
2Early Decay Time (EDT)Related to the initial and highest-level part of decaying energy.
3Clarity (C)The ratio of early to late sound energy in a room impulse response. The variants of C50 and C80 are commonly used in room acoustics.
4Definition (D)Can be expressed as a greater complexity of sounds in a given soundscape, and is mostly applied for speech cases.
5Center Time (TS)Corresponds to the center of gravity of the squared impulse response.
6SpeechSpeech Transmission Index (STI)The most commonly used objective index in common spaces. Using the physical phenomenon of sound mixing, it provides an objective value for sound transmission.
7Common Intelligibility Scale (CIS)A method for ranking articulation based on a mathematical relation with the STI.
8Speech Intelligibility Index (SII)Evaluated by speech perception tests given to a group of talkers and listeners.
9Articulation Index (AI)Assesses speech intelligibility under a wide range of communication situations.
10Privacy Index (PI)Related to the acoustic performance of everything in a space, and it determines the level of speech privacy between spaces.
11Percentage Articulation Loss of Consonants (ALC%)It is based on the reception of words by listeners.
Table 7. Acceptable values of the CO2 concentration according to the international standards.
Table 7. Acceptable values of the CO2 concentration according to the international standards.
OrganizationValueReference(s)
ASHRAE (American Society of Heating, Refrigerating and Air-Conditioning Engineers)600–700 ppm[73]
EPA (Environmental Protection Agency)600–1000 ppm[11,34]
OSHA (Occupational Safety and Health Administration)800 ppm[175]
WHO (World Health Organization)1000 ppm[176]
Table 8. List of indicators and criteria used in analyzed documents for assessing occupant comfort in buildings.
Table 8. List of indicators and criteria used in analyzed documents for assessing occupant comfort in buildings.
ClassificationAspect TypeCriteria TypeNumber of StudiesIndicatorsReferences
Assessment criteria and indicatorsThermal comfortPMV-PPD model37PMV (17)- PPD (8)- PMV/PPD (6)-LPPD (1)-TPMVD (1)- PPDwC (1)- P P D M A X (1)- TDP (2)[5,15,44,45,46,47,49,52,53,57,64,67,68,71,76,81,85,87,89,90,98,99,119,123,125,128,141,145,146,150,151,157,160,163,168,172,177]
Adaptive model22ePMV (10)- epPMV (5)- Not mentioned (7)[17,54,56,59,66,69,82,111,112,118,121,122,124,126,131,136,138,140,142,144,148]
Visual comfortQuantity of light33UDI (12)- DF (6)- DA (3)- sDA (5)- ASE (2)- IVD (1)- Illuminance (2)- Not mentioned (2)[13,58,60,62,67,72,78,80,84,87,88,91,98,104,106,114,115,116,120,123,126,130,131,132,137,139,147,152,159,166,170,178,179,180]
Glare15DGI (5)- DGP (7)- sDGP (1)- Luminance ratio (1)- Not mentioned (1)[29,48,60,67,99,100,115,126,130,134,165,166,172,181,182]
Quality of light7CIE (5)- Not mentioned (2)[29,101,103,108,109,131,172]
Distribution of light3Illuminance Uniformity (1)- Not mentioned (2)[14,40,110]
Acoustic comfortSound pressure level, reverberation, acoustic quality of the rooms30Reverberation Time (T20, T30, T60) (9)- STI (5)- LeqA (3)- Clarity (C50, C80) (3)- STC (2)- EDT (2)- NSV (1)- Sound Pressure Level (SPL) (1)- Req (1)- ANLs (1)- Background Noise (1)- Definition (D50) (1)[8,13,14,40,63,91,93,94,97,102,103,105,108,109,110,127,132,133,135,143,165,166,173]
IAQ satisfactionStuffy air, cleanliness, odor22CO2 concentration level (11)- IIAQ (4)- ICONE air containment index (1)-TVOC level (1)- PM10 (1)- Not mentioned (5)[6,8,76,79,81,83,103,107,108,109,110,111,112,113,128,132,143,145,149,159,160,165]
Table 9. List of data-collection tools described in analyzed documents for assessing occupant comfort in buildings according to their data-collection methods.
Table 9. List of data-collection tools described in analyzed documents for assessing occupant comfort in buildings according to their data-collection methods.
ClassificationAspect TypeInstruments TypeNumber of StudiesIndicatorsReferences
Data collection protocolsThermal
comfort
Wearable sensor or device7PCS chair (2)- Thermal manikin (2)- Virtual Reality (1)- Wristband (1)- Not mentioned (1)[9,17,109,146,149,160,183]
Unwearable sensor29Sensors and data loggers (21)- Smart sensors and IOT (3)- BEMS sensors (3)- User Interface (UI) system (2)[5,6,8,13,15,20,47,55,57,59,60,65,66,68,69,76,82,90,92,107,111,112,121,125,128,132,142,145,148]
Simulation tool42EnergyPlus (16)- Grasshopper Plug-in (5)-CFD (6)- TRNSYS (4)- BINAYATE (1)- ESP-r (1)- PowerDomus (2)- N3S (1)- Not mentioned (6)[1,44,45,46,49,50,51,52,53,54,56,67,70,71,81,84,85,86,87,89,103,113,115,119,122,123,124,126,136,137,138,140,141,144,147,150,151,157,163,166,168,170]
Questionnaire and interview14Likert scale (8)- Rating scales (1)- Qualitative semi-structured (1)- Not mentioned (4)[6,8,13,90,118,123,129,131,132,143,148,177,183,187]
Visual comfortSensing system16Multiple sensors (7)- User Interface (UI) system (3)- Smart sensors and IOT (2)- Occupancy sensor (2)- Sensors and data loggers (1)- Virtual Reality (1)[13,20,29,58,60,77,78,80,88,92,106,109,132,134,152,178]
Camera4Digital camera (1)- HDR image (3)[29,110,126,181]
Simulation tool15DIVA (5)- Grasshopper Plug-in (4)-EVALGLARE (1)- Daysim (1)- EnergyPlus (1)- Ecotect (1)- Not mentioned (2)[40,48,60,62,84,103,115,120,123,137,138,139,147,166,182]
Questionnaire and interview14Likert scale (9)- Online survey (2)- Not mentioned (3)[8,13,29,58,60,77,101,123,130,131,132,143,180,181]
Acoustic comfortMeasurement
instrument
11Data loggers (5)- Brüel and Kjaer equipment (4)- Not mentioned (1)[8,63,92,93,95,97,102,110,127,135,173]
Simulation tools5Odeon (2)- Pachyderm (1)- Not mentioned (2)[93,94,96,103,166]
Questionnaire & Interview5Likert scale (4)- Face-to-face semi-structured (1)[13,102,132,133,143]
IAQ satisfactionSensor & measurement device13Sensors & data loggers (8)- Smart sensors & IOT (4)- Virtual Reality (1)[8,76,107,109,110,111,112,128,132,142,145,149,160]
Simulation tool4CFD (2)- Not mentioned (2)[79,81,103,113]
Questionnaire3Likert scale (3)[8,132,143]
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MDPI and ACS Style

Faraji, A.; Rashidi, M.; Rezaei, F.; Rahnamayiezekavat, P. A Meta-Synthesis Review of Occupant Comfort Assessment in Buildings (2002–2022). Sustainability 2023, 15, 4303. https://doi.org/10.3390/su15054303

AMA Style

Faraji A, Rashidi M, Rezaei F, Rahnamayiezekavat P. A Meta-Synthesis Review of Occupant Comfort Assessment in Buildings (2002–2022). Sustainability. 2023; 15(5):4303. https://doi.org/10.3390/su15054303

Chicago/Turabian Style

Faraji, Amir, Maria Rashidi, Fatemeh Rezaei, and Payam Rahnamayiezekavat. 2023. "A Meta-Synthesis Review of Occupant Comfort Assessment in Buildings (2002–2022)" Sustainability 15, no. 5: 4303. https://doi.org/10.3390/su15054303

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