Dynamic shading systems: A review of design parameters, platforms and evaluation strategies

The advancements in software and hardware technologies provide opportunities for solar shading systems to function dynamically within their context. This development has helped dynamic shading systems respond to variable environmental parameters such as sun angles and solar insolation. However, the technical understanding of system design, mechanism and controlling methods presents a challenge for architects and designers. Therefore, this study aims to review the current applications and trends of dynamic shading systems to clarify the potentials and limitations in enhancing system performance based on integrated design objectives. This study assessed several systems on the basis of a critical review to identify different models, applications and methodologies. This study is divided into two main sections: (i) design elements and platforms that engage with specific methods in creating a dynamic shading system and (ii) evaluation strategies to examine system performance. The systems were investigated based on the multiplicity and integration of the parameters involved through various components, such as architectural, mechanical, operational and automation components. The review analysed various studies on the following two bases: (1) geometric-based analysis, which distinguishes between simple and complex shading models, and (2) performance-based analysis, which assesses the shading systems based on two groups of methodologies, namely, theoretical and experimental. The outcome of the review reflects a clear classification of shading models and a comprehensive analysis of their performance. This study generally provides a systematic framework for architects based on thorough research and investigation. Finally, the study introduced several findings and recommendations to improve the performance of dynamic shading systems.