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Solar Energy Vol. 73, No. 2, pp.

95103, 2002
2002 Elsevier Science Ltd
Pergamon PII: S 0 0 3 8 0 9 2 X ( 0 2 ) 0 0 0 3 7 3 All rights reserved. Printed in Great Britain
0038-092X / 02 / $ - see front matter
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USER ACCEPTANCE STUDIES TO EVALUATE DISCOMFORT GLARE IN


DAYLIT ROOMS
MARTINE VELDS
Delft University of Technology, Faculty of Architecture, Berlageweg 1, 2628 CR Delft, The Netherlands

Received 17 August 2001; revised version accepted 28 March 2002

AbstractAs for now, it seems to be infeasible to predict or measure the perceived degree of discomfort glare
from windows. Within an international research project between Delft University of Technology and Berlin
University of Technology, user acceptance studies are carried out in full-scale rooms under real sky conditions
to study discomfort glare in daylit situations. The aim of the studies was to draw up a relation between glare
assessments and measured quantities. For this purpose two test rooms are used: one room was occupied by the
subject, in the other one the required measuring equipment was placed. An electronic questionnaire was
developed for these studies and installed on the computer of the subject. Continuous measurements were
necessary to link subjective assessments to measured quantities that are obtained concurrently. The obtained
relation can be used to predict the average visual comfort evaluation under specific lighting conditions and to
propose visual comfort criteria to maintain visual comfort. The study showed that the vertical illuminance
measured near the facade and the average sky luminance measured from the back of the room are good
measures to monitor visual comfort under intermediate and overcast sky conditions. The visual comfort criteria
should nonetheless be used with care, since the diversity of individual preferences is large. The user preferably
has an user interface to overrule the glare protection when it is controlled on these visual comfort criteria.
2002 Elsevier Science Ltd. All rights reserved.

1. INTRODUCTION current lighting conditions. This is lacking in most


of the existing studies, although the prevailing
Years of research in the field of discomfort glare
lighting conditions are critical in the assessment
from windows have not yet led to reliable glare
of discomfort glare.
formulae. The Daylight Glare Index (e.g. Hopkin-
Taking this into consideration, the user accept-
son, 1970) and the Predicted Glare Sensation Vote
ance studies, carried out within an international
(e.g. Tokura et al., 1996) give higher calculated
research project between Delft University of
degrees of discomfort glare than those perceived
Technology and Berlin University of Technology,
under real sky conditions. A number of promising
are based on the principle of linking subjective
evaluation methods to assess discomfort glare
assessments to measured quantities that are ob-
from windows is not in the final stage of develop-
tained concurrently. The studies carried out at the
ment yet. Examples of these methods are the J
Institute for Electronics and Lighting Technology
index (e.g. Meyer et al., 1996), the Stationary
(ELLI) of Berlin University of Technology have
Virtual Reality (e.g. Wienold et al., 1998) and the
been principally based on the use of:
Visual Comfort Evaluation Method (e.g. van der
two test rooms,
Voorden et al., 1998).
an electronic questionnaire,
As for now, it seems therefore to be infeasible
continuous measurements.
to predict or measure the perceived degree of
This will be discussed in more detail in Sections
discomfort glare from windows. Whereas discom-
24.
fort glare is a subjective feature, subjective
evaluations are needed to acquire information on
this aspect. Daylighting conditions can fluctuate 2. EXPERIMENTAL SET-UP
constantly, it is therefore necessary to know under
Two identical test rooms were used in the user
what conditions the subjects assessments are
acceptance studies (see Fig. 1). One room was
made. Measurements need to be taken at the same
occupied by the test person, the Subject Room.
time glare assessments are made, to register the
The quantities in regard to the illumination were
mainly obtained from a room containing measur-

E-mail: m.velds@bk.tudelft.nl ing equipment only, the Measuring Room (see

95
96 M. Velds

Fig. 1. Test rooms at the TU Berlin.

Fig. 2). In this set-up, the subject was not rooms, realising a comparable artificial lighting
disturbed by any measuring equipment. The contribution in both rooms.
facades of both rooms had three windows: the two Whereas the test rooms have South facing
windows at the right side and in the middle of the facades, direct sunlight can enter the rooms during
facade were 100 cm width and 185 cm high, the a large part of the day. Therefore automatically
window at the left side of the facade was 90 cm controlled blinds were installed, to assure that the
width, 175 cm high. discomfort glare was perceived from the sky seen
Three tables were placed in the Subject Room. through the window opening and not from direct
One table was placed at the back of the room, two sunlight. LUXMATE Professional also controlled
near the facade. On one of these tables a computer the exterior blinds of both rooms.
was placed (see Fig. 2). In this set-up the subject
was able to conduct two distinct tasks:
3. COLLECTION OF SUBJECTIVE
a task at the computer, the so-called VDU task,
ASSESSMENTS
facing the side wall, or
reading or writing tasks at the desk, the so- An electronic questionnaire that runs under
called horizontal task, facing the window. Windows 95 has been developed for these
A daylight responsive artificial lighting control experiments. This so-called pop-up questionnaire
system, LUXMATE Professional (e.g. was installed on the computer available in the
Zumtobel, 1996), was installed in both test rooms. Subject Room. An example page is shown in
The control system was installed to maintain a Fig. 3.
minimum illuminance level at the work plane, to The pop-up questionnaire generated questions
ensure that the subject did not perceive any that appeared at the computer screen regularly.
problems with conducting a task. This was neces- The structure and functioning of the questionnaire
sary since it is uncertain whether this influences prevented the user from being bothered with
the perceived discomfort glare (Velds, 2000). The questions that are not essential at a specific
daylight responsive artificial lighting control sys- moment, whereas it selected essential series of
tem needed to maintain an illuminance level of questions in two ways:
500 lux at the work plane. With this, the corre- weather dependent. Questions on discomfort
sponding demanded illuminance level for VDU glare from windows were not asked when
tasks of 300 lux was realised as well. The system direct sun was on the facade or when the sky
controlled the luminaires identically in both luminance was low. The measured quantities
User acceptance studies to evaluate discomfort glare in daylit rooms 97

Fig. 2. Subject Room.

necessary to evaluate this were collected on a discomfort glare according to the Glare Sensation
computer in the Measuring Room and evalu- Vote (Iwata, 1992a). The glare categories were
ated by the pop-up questionnaire over a net- connected to an approximate period of time that
work. this degree of glare would be tolerated, to give the
answer dependent. The pop-up questionnaire subjects guidance in the selection for one of the
automatically asked a cluster of questions with rather abstract categories used in the experiment:
a different theme, when the subject indicated just perceptible glare: Glare Sensation Vote
that the cluster asked was not relevant. This (GSV) 5 0
occurred, for example, when the subject did The borderline between imperceptible and
not perceive discomfort glare from windows, perceptible discomfort glare would be the
although the sky luminance was relatively point where glare would be first noticed by the
high. In this case, the pop-up questionnaire subject.
continued with another group of questions. just acceptable glare: GSV5 1
The core of the pop-up questionnaire was based Acceptable discomfort glare would be the
on the assessment of the degree of perceived glare that the subjects could tolerate for ap-
98 M. Velds

Fig. 3. Pop-up questionnaire.

proximately 1 day, when working in someone room (Hopkinson, 1970). Therefore the subjects
elses room. If they had to work under these were asked to evaluate the acceptability of the
lighting conditions in their own room, they degree of discomfort glare for their normal daily
would use blinds, additional artificial light or work. This information has led to a sharp defini-
other measures to decrease the perceived dis- tion: a percentage of dissatisfied subjects for a
comfort glare. specific sky luminance, a visual comfort criterion.
just uncomfortable glare: GSV5 2 The remaining part of the questionnaire dealt
Uncomfortable discomfort glare would be with personal information and personal prefer-
tolerated for approximately 15 to 30 min, for ences, the illumination of the room and tasks, the
example when finishing a certain task would installed control systems and artificial lighting
take this time. After this adjustments to the installation, the impression of the room and
lighting situation would be made, when the possible disturbance factors. The main part of
same degree of discomfort glare would still be these questions was based on those used within
available. the POEs of IEA Task 21 Daylight in Buildings
just intolerable glare: GSV5 3 (Hygge and Lofberg, 1997).
The intolerable discomfort glare would be Although every cluster of questions was com-
the turning point where the subject would no pleted with an open field where subjects could
longer work under these lighting conditions write their comments or complaints that came up
and immediately change them. in the testing period, an additional Disturbance
A corresponding time-span was, for example, Menu was installed at the computer, which can
also used in glare experiments conducted by be opened at any time (see Fig. 4). This offered
Osterhaus (1996). the subjects the opportunity to record remarks or
A second question dealing with glare was complaints during the testing period, when no
included in the questionnaire. The perceived questions were asked. It is important to register
degree of discomfort glare does not give any these remarks, since they mostly indicate the
indication whether it is acceptable for users in the cause for a decrease in user acceptance or sabot-
User acceptance studies to evaluate discomfort glare in daylit rooms 99

Fig. 4. Disturbance Menu.

age. Assessments made through the Disturbance the discomfort glare perceived when looking
Menu were also related to the acquired measure- outside, with a view direction towards the
ments. window (VDU-2).
Subjects participated at least half a day in the In case the subjects worked on a horizontal
experiments. They were asked to take their posi-
tion at the desk near the facade. They could
conduct their own, brought, work during the
experiments. It is the task under which they
normally would perceive discomfort glare. In case
the difficulty of the task influences the glare
perception, the task brought by the subjects
represented the one in normal offices.
The task performed by the subjects was a
significant parameter in the discomfort glare
assessments. If they were working behind the
computer, they were asked to evaluate:
the perceived discomfort glare from the win-
dow while facing the computer, realising a
view direction towards the East side wall
(VDU-1, see Fig. 5), as well as Fig. 5. Glare assessments in pilot study.
100 M. Velds

task, a reading or writing task, only the glare


assessment when looking outside, with a view
direction towards the window, was made (WIN).
Although questions appeared on the computer
screen within a regular time-span, the subject
might not have been in the test room, or was not
to be disturbed at the specific moment. The pop-
up questionnaire registered the time when assess-
ments were made, so that the questions could be
answered later. In case the subjects were disturbed
by the lighting conditions in the room, the func-
tioning of the installed systems or something else
in the room at other moments, they were asked to
report this in the Disturbance Menu.
Fig. 6. Schematic of the position of sensors in Measuring
Room.
4. COLLECTION OF LIGHTING QUANTITIES

Since the subject was more or less free to


a sensor facing the window at 1.20 m from the
choose the time of responding to questions and
facade, measuring, Eeye,w, the vertical illumi-
the Disturbance Menu could be used at any time,
nance at eye level of the subjects working at
continuous monitoring of physical quantities was
horizontal task, while looking outside the
necessary. A radioclock was installed at the
window,
computers with measuring programs and the
a sensor was placed at the position of subject
computer with the questionnaire to synchronise
working at the computer, facing the wall,
the computers in time. This allowed an evaluation
measuring, Eeye,VDU, the vertical illuminance at
of concurrent assessments after the experiment.
eye level of the subjects working at the VDU.
All measured quantities were collected on com-
One vertical illuminance sensor was placed at
puters, which were connected through a network.
the window to record whether the blinds were
In this study, the luminance values were col-
lowered. The, so-called, Ewp -values of this sensor
lected by means of measurements with a CCD
were used to trigger specific clusters with ques-
camera (e.g. Wolf et al., 1995). Utilisation of the
tions in the pop up questionnaire. The position of
camera for luminance measurements required
the sensors is showed in Fig. 6.
specific software, activating a file with calibration
For the collection of the measured illuminance
factors for this specific camera. The camera was
values, software developed at the Berlin Universi-
equipped with a correction filter corresponding to
ty of Technology (Knoop, 1998) was used. In the
the V(l) correction, to take the relative spectral
Measuring Room illuminance and power mea-
sensitivity for the human eye into consideration.
surements were taken each minute. The program
A maximum error of 10% was found in the range
included the calculation of the daylight contribu-
from 80 up to 18,000 cd / m 2 . The CCD camera
tion from the total illuminance in each sensor and
was positioned at the back of the Subject room
registration of measurement time.
and connected to the computer in this room. An
automatic mode for the software to measure
luminance within a regular time-span was not
5. RESULTS
available at the time of the experiment. Therefore
the subject made the pictures themselves. Each The experiment was carried out between Sep-
time questions of the pop-up questionnaire were tember 1998 and February 1999. In total 23
answered, or the Disturbance Menu was used, the persons participated in this experiment, 16 male, 7
subject was asked specifically to make a picture female. Ten subjects used eye correction. The
with the CCD camera, in order to register current subjects age ranged from 21 to 57 years and the
luminance values. average age was 31 years. Most participants were
Two vertical illuminance sensors were placed engineers, students or members of the scientific
in the Measuring Room at 1.20 m height, to staff of the TU Berlin.
measure the vertical illuminance at the approxi- With the procedure and measurements as de-
mate position of the subjects eyes in the Subject scribed in the previous sections, relations between
Room: subjective assessments and measured quantities
User acceptance studies to evaluate discomfort glare in daylit rooms 101

Fig. 7. Degree of discomfort glare as function of the vertical illuminance measured at 1.2 m from the facade, orientated towards
the window.

are drawn up. An example is given in Fig. 7, for tion of the VDU is towards the East wall and the
the vertical illuminance measured towards the visible light source is smaller, these assessments
window, Eeye,w , a representative measure for the are more crucial in the evaluation of discomfort
sky luminance. The relation between the degree of glare in a room.
discomfort glare and the percentage of dissatisfied The study showed that the vertical illuminance
subjects is also determined (Fig. 8). measured near the facade (r 5 0.7130 for quad-
Figs. 7 and 8 show that a differentiation should ratic regression) and in a lesser extent the average
be made between visual comfort criteria for work sky luminance measured from the back of the
behind a VDU and those for horizontal tasks. The room (r 5 0.6359 for quadratic regression) are
glare assessment behind the VDU is only slightly good measures to monitor visual comfort under
more critical then those for the horizontal tasks. intermediate and overcast sky conditions. Maxi-
More significant is the percentage of dissatisfied mum lighting quantities corresponding with a
subjects, which is higher when working at the percentage of dissatisfied subjects can be used as
VDU. This means that, even though the orienta- visual comfort criteria. Glare protection, e.g.
blinds, can be controlled on these criteria, to
prevent the user of the room form being glared
from windows. Results for the vertical illumi-
nances, Eeye,w , as well as average sky luminances,
Lsky , obtained from the Figs. 7 and 8, are shown
in Table 1.
Nonetheless, these criteria should be used with
care. The variety in individual assessments with
respect to visual comfort shown in this study (see
Fig. 7) and previous research (Hopkinson, 1970;
Osterhaus, 1996) should be taken into considera-
tion. Therefore, users should have the opportunity
to overrule or influence the glare control.
In the here described study, subjects were asked
to indicate the problems that they perceived with
both the installed blind control and the daylight
Fig. 8. Percentage of dissatisfied subjects corresponding with responsive artificial lighting control system. The
the degree of discomfort glare. results reinforced the need for an user interface.
102 M. Velds

Table 1. Vertical illuminance, Eeye,w , and average sky luminance, Lsky , values with corresponding percentage of dissatisfied
subjects
Dissatisfied Behind VDU Horizontal task
subjects GSV Lsky [cd / m 2 ] Eeye,w [lux] GSV Lsky [cd / m 2 ] Eeye,w [lux]
20% 0.9 3450 3700 1.5 4400 5700
25% 1.2 3900 4100 1.6 4900 6300
50% 1.9 6300 6300 2.4 7900 9400

The lacking possibility to overrule the system was installed to block direct sunlight out of the room,
the most important complaint with respect to the when discomfort glare from intermediate and
control systems: 24% of the subjects for the blind overcast skies is studied only. In the field studies,
control and 44% of the subjects for the artificial the pop-up questionnaire can be installed at the
lighting control system 1 . This means that the user users own computer to obtain the subjective
should have the opportunity to overrule or in- evaluation.
fluence the artificial lighting control system as The here described user acceptance studies are
well as the blind control. preferred over existing studies in full scale rooms
The actual control that the user should have under realistic lighting conditions, whereas a
over the lighting should also be given considera- relation between measured quantities and subjec-
tion. Veitch and Gifford (1992) conducted experi- tive evaluations can be drawn up. With this
ments that indicated that control over the work- relation it is possible to:
place lighting could lead to a decrease of per- determine the absolute quality of a daylighting
formance and influence the users mood. Having design
too many choices and the requirement to make determine criteria that can be set to maintain
frequent adjustments in the workplace (Heer- visual comfort in a room.
wagen et al., 1991) can cause stress and frustra- The set visual comfort criteria should be used
tion. with care. Additional research is required to
obtain information on the necessary influence a
user should have over installed control systems, in
6. CONCLUDING REMARKS order to maintain a comfortable workplace.
The procedure used in the here-described user
acceptance studies is a suitable procedure to study AcknowledgementsThese studies were carried out within an
discomfort glare from windows. Long term moni- international research project between Delft University of
Technology and Berlin University of Technology. The studies
toring of the subjective assessments and measured
were financially supported by Luxmate Controls (A), Huppe
quantities is necessary in these studies. For these Sonnenschutzsysteme (D) and Stichting Bouwresearch (NL).
reasons, it is a typical method for researchers and
product developers.
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