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Purpose of Shading

Understand when shading contributes to compliance.

15 minShading Compliance
Diagram for Purpose of Shading
Shading Compliance Purpose of Shading
How to use the diagram Read the visual first, then connect each label to the lesson text and your calculator inputs. The aim is to make every assumption visible before you calculate.

Learning Objective

Know why external shading affects solar heat gain.

Control solar gain

Shading reduces direct solar radiation before it reaches the glazing. This can support SHGC compliance on sun-exposed elevations.

Permanent design feature

For compliance, shading should be part of the building design and capable of being checked from drawings or dimensions.

Practice Task

  • List all proposed shading devices.
  • Separate fixed features from occupant-controlled items.

Calculator Tip

Only select shading when the drawing evidence supports it.

Worked Example: Overhang Check

Scenario

A north-facing window has height relationship H = 900 mm. The proposed overhang projects P = 600 mm from the wall face.

Calculator Entry

Enter the shading method, projection and height relationship only if the drawing evidence supports it.

Step-by-step method
  1. 1Confirm the shading is external and fixed.
  2. 2Measure H and P from consistent points on the section.
  3. 3Apply the required multiplier for the project context.
  4. 4Record whether P is deep enough and whether side coverage is adequate.
Expected conclusion

If the overhang cannot be measured or justified, treat the opening as unshaded until confirmed.

Common Mistakes

  • Claiming shading that is not external, permanent or measurable.
  • Measuring projection and height from inconsistent points on the opening.
  • Counting uncertain future screens or occupant-controlled items as compliant shading.

Quick Knowledge Check

1. What should you confirm before applying this lesson to a project?

Shading is external.

2. Which piece of evidence should support the main input in this lesson?

List all proposed shading devices.

3. What is the safest action if the information is incomplete?

Flag the missing evidence, use a conservative assumption where appropriate, and avoid claiming compliance until the information is confirmed.

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