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True or False. Energy improvement measures do not need to take into consideration the protection of the historic property’s materials and features.
Sound energy improvement measures must take into consideration not only potential energy savings, but also the protection of the historic property’s materials and features. This guidance is provided in accordance with the Secretary of the Interior’s Standards for Rehabilitation to ensure that the architectural integrity of the historic property is preserved. Achieving a successful retrofit project must balance the goals of energy efficiency with the least impact to the historic building. Planning must entail a holistic approach that considers the entire building envelope, its systems and components, its site and environment, and a careful evaluation of the effects of the measures undertaken. Treatments common to new construction need to be evaluated carefully before implementing them in historic buildings in order to avoid inappropriate alteration of important architectural features and irreparable damage to historic building materials. This brief targets primarily small-to medium-size historic buildings, both residential and commercial. However, the general decision-making principles outlined here apply to buildings of any size and complexity.
What is the key to a successful rehabilitation project?
Before implementing any energy conservation measures, the existing energy-efficient characteristics of a historic building should be assessed. Buildings are more than the sum of their individual components. The design, materials, type of construction, size, shape, site orientation, surrounding landscape, and climate all play a role in how buildings perform. Historic building construction methods and materials often maximized natural sources of heat, light and ventilation to respond to local climatic conditions. The key to a successful rehabilitation project is to understand and identify the existing energy-efficient aspects of the historic building and how they function, as well as to understand and identify its character-defining features to ensure they are preserved. Whether rehabilitated for a new or continuing use, it is important to utilize the historic building’s inherent sustainable qualities as they were intended to ensure that they function effectively together with any new treatments added to further improve energy efficiency.
True or False. Historic windows play an important role in the efficient operation of a building and should be retained.
Historically, builders dealt with the potential heat loss and gain from windows in a variety of ways depending on the climate. In cold climates where winter heat loss from buildings was the primary consideration before mechanical systems were introduced, windows were limited to those necessary for adequate light and ventilation. In historic buildings where the ratio of glass to wall is less than 20%, the potential heat loss through the windows is likely minimal; consequently, they are more energy efficient than most recent construction. In hot climates, numerous windows provided valuable ventilation, while features such as wide roof overhangs, awnings, interior or exterior shutters, venetian blinds, shades, curtains and drapes significantly reduced heat gain through the windows. Historic windows can play an important role in the efficient operation of a building and should be retained.
Why do thick, heavy masonry walls in historic buildings reduce the need for summer cooling?
Thick masonry walls typical of the late-nineteenth and early-twentieth centuries have inherent thermal characteristics that keep the buildings cooler in the summer and warmer in the winter. Walls with substantial mass have the advantage of high thermal inertia, which reduces the rate of heat transfer through the wall.

Fig. 3. Stone walls with substantial mass have high thermal inertia.
Roof construction and design in historic buildings are strongly influenced by the conditions of the local climate. In which climates are sloping roofs designed?
Roof construction and design in historic buildings, particularly vernacular buildings, are strongly influenced by the conditions of the local climate. Wide overhangs that sometimes extend to create porches minimize the heat gain from the sun in warmer climates, while steep, sloping roofs with minimal or no overhang prevail in colder climates to allow for shedding snow and increasing beneficial solar heat gain through the windows. Materials and color also influence the thermal performance of roofs. Metal and light-colored roofs, for example, reflect sunlight and thereby reduce the heat gain from solar radiation.
What do metal and light-colored roofs do for housing?
Roof construction and design in historic buildings, particularly vernacular buildings, are strongly influenced by the conditions of the local climate. Wide overhangs that sometimes extend to create porches minimize the heat gain from the sun in warmer climates, while steep, sloping roofs with minimal or no overhang prevail in colder climates to allow for shedding snow and increasing beneficial solar heat gain through the windows. Materials and color also influence the thermal performance of roofs. Metal and light-colored roofs, for example, reflect sunlight and thereby reduce the heat gain from solar radiation.
True or False. Historic buildings floor plans and landscaping designs had a lot to do with the heating and cooling of a house.
The floor plan of many historic buildings, particularly traditional vernacular ones, was also designed to respond to the local climate. In cold climates, rooms with low ceilings were clustered around central chimneys to share the heat, while small windows with interior shutters reduced drafts and heat loss. In warmer climates, wide central halls with tall ceilings, breezeways, and large porches all maximized air circulation.
Site orientation was another factor considered especially in the location of a historic building on its property. In cold climates, buildings were oriented against northern winds while buildings in warm climates were sited to take advantage of prevailing breezes. Evergreen trees planted on the north side of buildings shielded from winter winds; deciduous trees planted to the south provided summer shade and maximum sun in the winter.
What should be done before implementing any measures to improve the thermal performance of a historic building?
Before implementing any measures to improve the thermal performance of a historic building, an energy audit should be undertaken to evaluate the current energy use of the building and identify deficiencies in the building envelope or mechanical systems. In some areas, the local utility company may offer a free simple audit, however a more in-depth audit should be obtained from a professional energy auditor. The goal of the audit is to establish a baseline of building performance data to serve as a reference point when evaluating the effectiveness of future energy improvements. It is important to hire an independent auditor who does not have financial interests in the results, such as a product vendor.
From the following choices in Fig 8, where does air escape from the most?

Fig. 8. Where Air Escapes From a House (by percentage)
Where in a building can you find a surprisingly enormous amount of energy that wasted?
Seal and insulate ducts and pipes. A surprisingly enormous amount of energy is wasted when heated or cooled air escapes from supply ducts or when hot attic air leaks into air conditioning return ducts. Based on data collected in energy audits, as much as 35 percent of the conditioned air in an average central air conditioning system may escape from the ducts. Care must be taken to completely seal all connections in the duct system and adequately insulate the ducts, especially in unconditioned spaces. This loss of energy is another reason to treat attics, basements and crawlspaces as conditioned spaces. Ducts located in unconditioned spaces should be insulated based on the recommendations for the appropriate climate zone. Hot water pipes and water heaters should be insulated in unconditioned spaces to retain heat, and all water pipes insulated to prevent freezing in cold climates.
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