Shading calculation methods and regulation simplifications – The Portuguese case

Marta Fernandes Oliveira, Paulo Mendonça, M.J. Tenpierik, Pedro Santiago, José F. Silva, Lígia Torres Silva

Research output: Contribution to journalReview articlepeer-review

1 Citation (Scopus)
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How to analyse the omissions of thermal regulations and evaluate methodologies that provide building execution or thermal certificates that do not correspond to reality and usually incur costs? We can start by analysing different simulation methods and shading calculations that provide solar gains and shadow optimisation. After evaluating how the regulations define the calculation assumptions and how this calculation is performed, the discrepancies (simplifications) that the regulations allow or ignore are presented, and it is exemplified using two case studies. Using the Portuguese regulation as a case study, it leads to incorrect conclusions or assumptions due to unequal access to solar radiation or the shading factor calculation that experiences the omission of angles or time periods. Therefore, the aim is to propose a calculation process (premises) that minimises the discrepancies between simulation (optimisation strategy) and reality (applicability of strategies) for sustainable output.
Original languageEnglish
Article number1521
Number of pages19
Issue number6
Publication statusPublished - 2023


  • solar shading
  • political-legislative premises
  • shading calculation methods
  • solar benefits
  • sustainable city
  • ineffective enforcement of regulations
  • process innovation


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