Outdoor thermal perception in different climatic regions. Initial results from Taichung (Taiwan) and Lisbon (Portugal)

Finisterra, XLiX, 98, 2014, pp. 49-58 oUTDoor THErMaL pErCEpTioN iN DiFFErENT CLiMaTiC rEGioNS. iNiTiaL rESULTS FroM TaiCHUNG (TaiWaN) aND LiSBoN (porTUGaL) tzu-ping lin1 henrique andrade2 Sandra oliVeira3 ruey-lung hwang4 andreaS MatzarakiS5 abstract – People living in different climatic regions have adapted to specific weathe r conditions and their tolerance to high temperatures and wind speeds is diverse. this study analyses the effect of thermal adaptations on the thermal perception of users of outdoor spaces in two different regions: taichung (taiwan) and Lisbon (Portugal), by means of field surveys and measurements of weather parameters. the thermal acceptable range, representing the satisfaction of people with thermal conditions, was calculated based on the Physiological equivalent temperature (Pet) and the results obtained for each region were compared. People in Lisbon are less satisfied with higher values of Pet than in taiwan, due to the adaptation of local people to higher values of air temperature and relative humidity in taiwan. On the contrary, people in Lisbon showed a higher tolerance to strong wind, as a result of their exposure to higher average wind speeds than those in taiwan. the results demonstrated that people’s thermal perceptions vary with different climatic and cultural background. the influence of thermal adaptations in the use of outdoor spaces can contri bute to improve the quality of these spaces, adapting them to the preferences of local users. Keywords: Human biometeorology, thermal perception, taiwan, Portugal. received: april 2014; accepted: October 2014. 1 Department of architecture, national Cheng Kung University, 1 University road, tainan 701, taiwan. e-mail: [email protected] 2  1960-2013 - CeG/iGOt/ULisboa, institute of Geography and spatial Planning, Universidade de Lisboa. Portugal 3 niCif, faculty of Letters, University of Coimbra. Largo da Porta férrea, 3004-530 Coimbra, Portugal. e-mail: [email protected] 4 Department of architecture, national United University, 1 Lienda, Miaoli 360, taiwan. e-mail: [email protected] 5 albert-Ludwigs-University freiburg. D-79085 freiburg. e-mail: [email protected] 50 resumo – percepção térMica no exterior eM diferenteS regiõeS cliMáticaS. reSultadoS iniciaiS para taichung (taiwan) e liSBoa (portugal). as populações de diversas regiões climáticas estão adaptadas a determinados estados do tempo sendo muito diversa a sua tolerância a condições extremas, como altas temperaturas e ventos fortes. analisa-se a importância da tolerância e da adaptação na percepção térmica dos habi tantes de taichung (taiwan) e Lisboa (Portugal), baseada na temperatura fisiológica equivalente (Pet). Verifica-se que os habitantes de Lisboa ficam mais insatisfeitos com altos valores de Pet do que os de taichung, habituados a temperatura e humidade mais altas. Pelo contrário, os lisboetas têm maior tolerância a ventos fortes, como resultado da sua elevada frequência. O conhecimento da influência da adaptação térmica em espaços exteriores permite aperfeiçoar a qualidade desses espaços e torná- -los mais atractivos. Palavras-chave: Biometeorologia humana, percepção térmica, taiwan, Portugal. résumé – perception therMique a l’air liBre SouS différentS cliMatS: une coMparaiSon entre taiwan et le portugal. Les gens qui vivent dans des régions climatiquement différentes sont adaptés à certains types de temps et ont un inégal degré de tolérance aux températures élevées et à la violence des vents. On a comparé l’influence que ces types d’adaptation ont sur les habitants de taichung (taiwan) et de Lisbonne (Portugal). La mesure de leur tolérance thermique est basée sur l’indice de température Physiologique Équivalente (Pet). On constate que, pour des valeurs élevées de cet i ndice, les habitants de Lisbonne sont moins satisfaits que les taiwanais, mieux habitués à ces valeurs. Par contre les Lisboètes supportent mieux les vents forts, fréquents pour eux. Mieux connaitre les degrés d’adaptation des usagers aux conditions thermiques à l’air libre permettra d’améliorer les caractéristiques des espaces étudiés et de les rendre ainsi plus attractifs. Mots-clés: Biométéorologie humaine, perception thermique, taiwan, Portugal. i. intrODUCtiOn several studies indicate that the attendance and use of outdoor spaces is significantly correlated with outdoor thermal comfort (eliasson et al., 2007; Lin, 2009; nakano and tanabe, 2004; nikolopoulou et al., 2001; thorsson et al., 2007; thorsson et al., 2004). some studies demonstrated that these relationships are diver se in different climatic regions (Lin, 2009; Lin et al., 2013a, 2013b). therefore, it is important to detect and quantify the characteristics of people’s thermal comfort in regions with different climatic conditions. for example, people living in areas T.-P. Lin, H. Andrade, S. Oliveira, R.-L. Hwang and A. Matzarakis 51 with a hot climate may be better adapted to hot weather and tolerate higher thermal conditions than those who are usually exposed to temperate climates. this study compares the characteristics of thermal comfort by means of field surveys in taichung (taiwan) and Lisbon (Portugal), in order to validate the effect of thermal adaptations on people’s thermal perceptions in different climatic regions. the main aim of this study is to verify how the long-term regional climatic conditions influence local people’s thermal perceptions. ii. Data anD MetHODs 1. Background of the two surveyed area in the present study, two areas in different climatic regions have been chosen for comparison: Portugal for the Mediterranean region and taiwan for the subtropical region. taiwan (taichung), located at 23º latitude n with hot-humid climate and Portugal (Lisbon), located at 38º latitude n with hot-dry summer and mild winters, are the areas analysed (fig. 1). the survey in taiwan was conducted in 2004 and 2005 in the framework of the fiOt project (Hwang and Lin, 2007; Lin et al., 2011; Lin and Matzarakis, 2008), whereas the thermal comfort data in Portugal was collected in 2006 and 2007, during the four seasons, in the framework of the UrbKlim project (Oliveira and andrade, 2007; andrade et al., 2011). fig. 1 – Location of taichung, taiwan and Lisbon, Portugal, and the corresponding climatic regions according to Köppen-Geiger classification. Fig. 1 – Localização de Taichung (Taiwan) e Lisboa (Portugal) e regiões climáticas correspondentes na classificação de Köppen-Geiger. source: Kottek et al., 2006 Outdoor thermal perception in different climatic regions 52 2. Meteorological measurements in taiwan, micro-meteorological instruments, positioned on a tripod at a height of 1.1 m above the ground, were used for the measurements and automatic collection of data on thermal comfort parameters, including ambient air temperature, globe temperature, relative humidity, air speed and global radiation. the accuracy of each para me ter is ±0.7°C for air temperature, ±2.5% for relative humidity, ±0.1 m/s for wind speed and ±5 W/m2 for global radiation. in Lisbon, measurements of air temperature, relative humi dity, wind speed, short and long wave radiation were made in a similar way to those taken in taiwan. Mean radiant temperature was calculated from short and long wave radiation; Pet was calculated by the rayMan model (Matzarakis et al., 2007, 2010). 3. Questionnaire surveys People were asked to complete questionnaires about their perception of thermal comfort while meteorological measurements were being taken. the scope of the questionnaires was based on appendix e of the thermal environment survey in asHrae standard 55 (asHrae, 2004). in taiwan, the questionnaire comprised three sections. the first section dealt with demographic information such as age, gender, activity level and the clothing that individuals were wearing. acti vity and clothing levels are transferred to the input format through asHrae standard 55. in the second section people were asked about their thermal comfort status at the time. the ASHRAE 7-point scales for thermal sensation vote (tsV: -3: cold, -2: cool, -1: slightly cool, 0: neutrality, 1: slightly warm, 2: warm and 3: hot), the 3-point McIntyre preference scales (right now i “want cooler”, “want no change” or “want warmer”), and direct assessments of thermal dissatisfaction (“satisfied” or “dissatisfied”) were used to help respondents to rate their thermal sensation considering their environment. respondents were also asked to indicate their sensation at the time and general preferences regarding air movement and radiation. A 7point scale from −3 for “very weak wind/sun” to 3 for “very strong wind/sun” with 0 = “neutral” for wind and sun are firstly evaluated. then a 3-point scale with “i would prefer wind/sunshine weaker”, “i prefer no change in wind/sunshine” and “i would prefer wind/sunshine to be stronger.” a total of 1,644 data sets of questionnaire surveys were included in this study. in Lisbon, the questionnaires were designed with equivalent questions and format in relation to taichung, although the levels of satisfaction were aggregated in a smaller set of classes to be consistent with terminology applied in Portugal. the questionnaires were divided in two main sections: in the first part, the personal charac teristics of the interviewees (age, gender, clothing, activity, geographical origin, among others) are described, and in the second part the questions were related to the perception of the atmospheric conditions by the interviewees, with regards to the individual parameters (air temperature, air humidity, wind speed, radiation) and also their overall preferences. T.-P. Lin, H. Andrade, S. Oliveira, R.-L. Hwang and A. Matzarakis 53 iii. resULts anD DisCUssiOn a thermal acceptable range is obtained from the estimation of the thermal index (e.g. Pet, Physiologically equivalent temperature, Mayer and Höppe, 1987; Höppe, 1999; Matzarakis et al., 1999) and represents the satisfaction of different groups of occupants in relation to thermal conditions. to obtain this range, the dissa tisfaction for each temperature bin should be calculated. Based on previous suggestions (de Dear and fountain, 1994), the dissatisfaction can be regarded as a vote by subjects outside the three central categories of the tsV scale: cold (-3), cool (-2), warm (2), and hot (3). figure 2 shows the subjects’ dissatisfaction for each temperature bin to which second-degree polynomial curves were fitted. the Pet on the lowest point of the curve is the temperature that satisfied the majority of people, i.e. neutral temperature (tn). the same figure indicates that the tn of taichung (31.3°C Pet) is higher than the one of Lisbon (29.7°C Pet). furthermore, subjects exposed to certain Pet conditions in Lisbon were more dissatisfied with the thermal condition than those in taichung. for example, when people were exposed to 40°C Pet, around 38% of people in Lisbon expressed dissatisfaction, whereas in taichung this proportion is around 30%. fig. 2 – Correlation between the percentage of thermal dissatisfied people and Pet in taichung and Lisbon. Fig. 2 – Correlação entre a percentagem de indivíduos termicamente insatisfeitos e PET em Taichung e Lisboa. the analytical results can be explained by the following comparisons of longterm climatic conditions in taichung and Lisbon. Compared to Lisbon, taichung Outdoor thermal perception in different climatic regions Thermal dissatisfield people % 54 has higher air temperature (higher than 5°C) during the hot season (fig. 3). Moreover, relative humidity in summer in taichung is much higher than in Lisbon. the distribution of these two parameters indicates that taichung is hotter and more humid than Lisbon. fig. 3 – Monthly average air temperature and relative humidity in taichung (1981-2010) and Lisbon (1961-1990). Fig. 3 – Temperatura média mensal e humidade relativa em Taichung (1981-2010) e Lisboa (1961-1990). sources/fontes: Central Weather Bureau of taiwan; instituto Dom Luiz, ULisboa to verify how the long-term solar radiation affects local people’s thermal percep tion, we calculated the average maximum global radiation of taichung and Lisbon. this value is, theoretically, the maximum value as modelled by rayMan (Matzarakis et al., 2007, 2010). figure 4 shows that taichung has a higher global radiation than Lisbon. this means that people in taichung are exposed to higher mean radiant temperature (tmrt) values than people in Lisbon. from the comparisons of long-term climate, the higher air temperature, air humidity, and global radia tion in taichung contribute to higher Pet values than those in Lisbon. as such, because people in taichung usually experience higher Pet values they have adapted to it, therefore they show higher tolerance to hot conditions than the people in Lisbon. this inference can be verified from the previous thermal comfort clasT.-P. Lin, H. Andrade, S. Oliveira, R.-L. Hwang and A. Matzarakis 0 10 20 30 40 50 60 70 80 90 10 15 20 25 30 35 40 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Average relative humidity (%) Average air temperature (°C) Taichung-Ta Lisbon-Ta Taichung-RH Lisbon-RH 0 10 20 30 40 50 60 70 80 90 10 15 20 25 30 35 40 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Average relative humidity (%) Average air temperature (°C) Taichung-Ta Lisbon-Ta Taichung-RH Lisbon-RH 55 sification comparisons between taiwan and Western/Middle european (Lin and Matzarakis, 2008) and between taichung and szeged (Hungary) (Kántor et al., 2012a, 2012b). the adaptation concept, taking into account the variation of individuals’ comfort range with background thermal condition, has been applied in natural ventilated indoor spaces, according to asHrae 55 (asHrae, 2010) and en 15251(Cen standard en15251, 2007). fig. 4 – Monthly theoretical maximum global radiation of taichung and Lisbon (modelled by rayMan). Fig. 4 – Valor teórico mensal máximo da radiação global em Taichung e Lisboa (modelada por RayMan). since wind speed is also an important parameter for outdoor thermal comfort, we further analysed people’s perception to different levels of wind speed, with the same method applied for assessing overall thermal dissatisfaction. figure 5 shows the wind dissatisfaction for both cities. Unlike what was found for Pet, it is obvious that people in Lisbon have much higher tolerance to stronger wind speeds than people in taichung. the higher average wind speed in Lisbon (around 3.3-4.1m/s), than in taichung (around 1.6-2.8 m/s), may explain the results, shown in figure 5. furthermore, at the low wind speed of 1 m/s, the majority of people in Lisbon are dissatisfied, whereas most people in taichung are satisfied. Compared to people in taichung, the result indicates that people in Lisbon prefer to have some wind than no wind at all in summer. Outdoor thermal perception in different climatic regions 0 200 400 600 800 1000 1200 J F M A M J J A S O N D Taichung Lisbon 56 fig. 5 – Wind dissatisfaction for taichung and Lisbon. Fig. 5 – Insatisfação devido ao vento em Taichung e Lisboa. fig. 6 – average wind speed in taichung (1981-2010) and Lisbon (1961-1990). Fig. 6 – Velocidade média mensal do vento em Taichung (1981-2010) e Lisboa (1961-1990). sources/fontes: Central Weather Bureau of taiwan; instituto Dom Luiz, ULisboa. T.-P. Lin, H. Andrade, S. Oliveira, R.-L. Hwang and A. Matzarakis 0% 20% 40% 60% 80% 100% 0 1 2 3 4 5 6 7 Wind dissatisfied (%) Wind speed (m/s) Taichung Lisbon Taiwan Lisbon 100 80 60 40 20 0 0,0 0,5 1,0 1,5 2,0 2,5 3,0 3,5 4,0 4,5 J F M A M J J A S O N D Taichung Lisbon m/s