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The purpose of this paper is to review the use of technologies for measuring space occupancy to guide the selection of appropriate tools for workplace post-occupancy evaluation (POE) studies. The authors focus on how actual space occupancy was measured in previous studies and the pros and cons of the different technologies and tools. This paper also addresses research gaps and directions for future research.

The space occupancy measures/tools are categorized based on the three types of technologies: environmental/ambient sensors, wearable sensors/smartphones and computer vision. A total of 50 studies are reviewed to identify the capabilities and limitations of these measurements.

Based on review results, the authors propose that although sensor technology can be a useful addition to the measures/tools list, a comprehensive review of the research goal, the occupants' behavior, and the environmental settings' characteristics should be conducted beforehand. Selecting appropriate technology is critical for collecting the proper behavioral data type, with a lower level of surveillance and increased validity.

This paper urges critical thinking about existing occupancy measures/tools across various fields, to inform the adoption and creation of new building occupancy measures. The knowledge of emerging sensor technology allows researchers to better study the temporal patterns of occupant behavior over extended periods and in a wide range of settings.

The purpose of this paper is to analyse extant literature on POE of a building’s operations and performance as a means of holistically mapping the existing body of knowledge (BOK); identify impediments preventing its wide-scale adoption throughout practice; and develop new theory that seeks to integrate digital technologies (such as building information modelling (BIM)) within facilities management (FM) via a POE feedback mechanism.

An inductive and interpretivist methodological approach is adopted that utilises a mixed methods systematic review to map bibliometric data on the POE, associated underpinning processes and benchmarking facilities. Publication and citation metrics are produced via the software VOSviewer to determine the extent to which POE interrelates with other fields of study (namely, digital technologies and FM).

The BOK accrued illustrates that whilst POE has received comparatively scant academic attention in comparison to other fields of study, interest in the area is growing. The work also identifies that a stronger community of practice (CoP) is needed (that comprises of academics and practitioners) to ensure that a consistent approach to POE implementation is developed and that the barriers to POE implementation are addressed.

Findings presented accentuate the need for design practitioners to reverse engineer POE implementation to inform future design vis-à-vis simply reporting upon an existing building’s performance post construction. Other new theories are also introduced as a means of engendering wider academic discourse in this field of science.

The field of building performance evaluation (BPE) forms a fragmented whole with tools and methods that are not widely applicable. In response, the purpose of this paper is to develop and demonstrate a novel BPE framework to bring consistency and flexibility in evaluating actual building performance.

The paper critically reviews and evaluates existing BPE methods and techniques and situates them in different building life stages. Using a hierarchical approach, a “BPE framework” is devised for new and existing buildings as well as refurbishments. The working of the BPE framework is demonstrated by applying it to four discreet BPE studies to enable cross-comparison of different BPE approaches based on their stage of application, depth and duration of BPE investigations.

The framework is designed to have four graduated levels starting at the “basic” level and developing incrementally to “core”, “comprehensive” and “advanced” levels, thereby focussing on “need to know” rather than “nice to have”. The framework also offers a mechanism to map different types of BPE studies with varying scope and content.

As we enter a world of smart meters and smart buildings, we are transitioning into a new future of understanding building performance. The study helps to better understand which BPE method can be used to study what aspect of building performance and in what building lifecycle stage, against time, cost and user expertise.

The graduated and flexible framework helps to bring consistency in evaluating building performance in an otherwise fragmented field, to help improve building performance.

While the illegal occupation of land by families lacking the means to acquire housing on the market is hardly front page news in Latin America, it may not merit the silence to which it has been relegated of late. The authors, who formed part of a research team on the subject, conclude that urban squatting is still very common today. The team found that most Latin American countries are amending their municipal, provincial and national legislation in this regard and backing programmes for consolidation and improvement. In a nutshell, they are adopting a more tolerant attitude toward squatting. The authors believe that the Guided Occupancy Programme successfully implemented by the city of Trujillo, Peru, for over a decade, constitutes an exemplary approach to the problem. While not necessarily constituting a universal solution, it can be viewed as a viable and reproducible alternative in situations of widespread poverty.

The purpose of this paper is to summarise the main post occupancy evaluation (POE) techniques currently available and illustrate which method would be the most appropriate as a performance enhancement tool within higher education (HE) facilities.

The history of, and barriers to using POE as a performance enhancement tool are analysed through an extensive literature review.

Despite a historic resistance to POE by construction professionals, interest has emerged in recent years, particularly with government clients and public funded projects, with a focus on the outputs of a project as opposed to the inputs. While plenty of methods exist, only a few are specifically suited to evaluate the building performance of educational facilities to maximise student success and productivity.

Practitioners and academics who are interested in the various POE methods will find this review relevant in order to choose which method is most appropriate for the assessment needs of HE facilities.

Research on POE has been emerging in the field of facilities management for commercial and domestic buildings, but little attention has been drawn to HE buildings; although they are a great contributor to individual success and society. This paper provides an historic overview of POE while also assessing its scope, identifying drivers and barriers to it, and outlining the various methods by which it can be conducted.

This study aims to present the post-occupancy evaluation (POE) of a smart building on a university campus.

Literature review was conducted to report on the smart building concept and POE. A total of 49 performance indicators, classified according to the technical, functional and behavioral elements, were investigated. A case study of a smart building in a university campus was selected to assess the users’ satisfaction through POE. A total of 90 users from the academic and administrative staff of the building were contacted through a Web-based questionnaire survey, while 35 usable responses were obtained.

The findings revealed that the occupants were satisfied with several aspects of the building performance indicators; however, issues related to ventilation, control of thermostats, amount of natural lighting through low-E windows and privacy were identified. Ultimately, the study reveals that, although the adoption of smart technologies has the potential to provide an excellent and comfortable work environment, the efficient selection and/or maintenance of the adopted technologies is crucial.

The concept of smart buildings is perceived to be the future of the industry. Despite this growing need for “smartization,” the performance of a building ultimately depends on how it satisfies the needs of those who use them. The value and implication of this study is inherent in its emphasis on the satisfaction of buildings users in futuristic designs of buildings. The study shows that POEs can be used to assess the satisfaction of users of smart buildings to understand what works, as well as what needs redesign or improvement.

The purpose of this paper is to report on partial findings of a research project on post‐occupancy design in school projects. It provides a brief review of key factors, and major players in post‐occupancy processes.

Subsequent to literature review for the research, the primary data was obtained from a steering group (stakeholder forum) comprising of a sample of primary and secondary school representatives, local authorities and building professionals. Following the data collection, visits were arranged to the selected schools, and local councils and semi‐structured interviews with school and council authorities were carried out. At the same time, research meeting and directed studies were held to best explore the applications for devising the toolkit. Simulated and real cases for making decisions in post‐occupancy design were selected to devise a model‐base to test out the applicability of the devised prototype of the toolkit.

This study provided clarification on the post‐occupancy performance and practicable expectations of major parties in school projects with special reference to the development stage of the proposed toolkit. The qualitative and quantitative data collected, confirmed that a real‐time updateable support system for decisions is required for making the most reasonable decisions where multi‐criteria/multi‐agent decision is inevitable. The principles of co‐creation of knowledge and value, as suggested in manufacture and service industries, were investigated to inform the underlying design platform for the toolkit. The decision support systems for multi‐criteria decision making processes were also established so that the toolkit can take a full account of the achievements in this area.

The paper highlights the complexities involved in the post‐occupancy decision processes in school projects. Also, the pressing need for a system to assist in streamlining the information flow (particularly upwards, from the schools to the LA) and management of knowledge to facilitate design decisions is identified. The decision processes need to be more integrated, collaborative and inclusive. It also acknowledges that decision making in post‐occupancy processes, is an evolving process. The main contribution of this paper however, remains to be how the collaborative processes were streamlined for all the stakeholders to work together and co‐create knowledge and value to devise a platform.

This paper aims to identify user-centred facilities performance attributes of higher education buildings and how they can be used to evaluate individual learning spaces. These attributes are then consolidated for developing a post-occupancy evaluation (POE) framework in this context.

A systematic review of the literature on the POE of higher education buildings is conducted.

This study identifies 36 facility performance attributes in higher education buildings, which can be categorised into four dimensions: ambient; spatial; technology; and building support and services requirements. These facility performance attributes need to meet user requirements to achieve satisfactory feedback. It is also important to note that user requirements differ from one learning space to another; thus, it is essential to consider the characteristics of individual learning spaces.

The proposed evaluation framework is context-based and may not be suitable to evaluate other types of buildings. It may be further extended and enhanced to meet other facility management evaluation needs.

The POE framework developed in this research can be used to generate facilities management analytic to inform future design and improve existing higher education facilities.

This research has developed a holistic POE framework tool to meet user requirements in higher education buildings.

The purpose of this paper is to identify the extent to which Post-occupancy evaluation (POE) is understood and applied within higher education institutions across the UK and identify users’ perceptions of its efficacy.

A mixed methodology was applied to this research. Part one consisted of an online survey intended to generate an overview of the extent of POE use across the sector. The second phase, intended to develop greater insight and understanding of users’ perceptions of POE, relied upon in-depth interviews with a smaller sample drawn those who had completed the survey in part one.

Differing models of POE are used within higher education institutions with varying degrees of complexity. Models exist that are based on standard structures and templates, whilst entirely bespoke options have been developed by some institutions. The work found that there is a clear preference for applying bespoke methods rather than standardised ones.

The research is based on a sample of Directors of Estates (DOEs) from UK Universities. The conclusions relate specifically to that sector and context. The extent for broader generalisation is limited by the research sample.

The work shows that POE is understood to have differing purpose and effectiveness in individual Universities. As a result there has been a proliferation in the number of models developed and applied. This leads to the conclusion that more coherent and consistent understanding should be promoted within the sector.

The work has implications for the effective management of university buildings to support user satisfaction.

This paper indicates that there is prevalence of applying POE processes in higher education institutions and that specific models have been developed for the sector. However, the extent to which the process is valued and understood is highly variable.

Workplace space utilization data reveals patterns of space usage, the occupants’ presence and mobility within the office building. Nowadays, emerging technology such as smart sensors and devices can revolutionize the measurement of space utilization data, which is originally dominated by human observers with paper and pencil. However, these novel instruments are often used in an old fashion, which restricts the exploitation of their full potential. This study aims to shed new light on the benefits and limits of using smart technology in measuring space utilization data and discusses the challenges and opportunities in analyzing the data measured by smart sensors.

First, the literature regarding common methods and previous studies about office space utilization measurement was reviewed. Then, a data set consisting of space utilization data collected through Passive Infra-Red sensors for 35 meeting rooms in a bank building was carefully evaluated. Finally, the space utilization results based on methods calculated in two different granularities were compared.

The number of occupied hours calculated at an hour level was 1.32-hour larger than that calculated at a minute level. As both results show the concept of space utilization, which was the amount of time that the space was occupied, this paper revealed a gap between the two space utilization calculation methods and further discussed the issues and challenges for future space utilization data analysis and benchmarking.

To the best of the authors’ knowledge, this is the first study critically addressing office space utilization issues by comparing calculation methods in different granularity.