a b s t r a c tOccupant behavior is now widely recognized as a major contributing factor to uncertainty of building performance. While a surge of research on the topic has occurred over the past four decades, and particularly the past few years, there are many gaps in knowledge and limitations to current methodologies. This paper outlines the state-of-the-art research, current obstacles and future needs and directions for the following four-step iterative process: (1) occupant monitoring and data collection, (2) model development, (3) model evaluation, and (4) model implementation into building simulation tools. Major themes include the need for greater rigor in experimental methodologies; detailed, honest, and candid reporting of methods and results; and development of an efficient means to implement occupant behavior models and integrate them into building energy modeling programs.

Occupant behavior has significant impacts on building energy performance and occupant comfort. However, occupant behavior is not well understood and is often oversimplified in the building life cycle, due to its stochastic, diverse, complex, and interdisciplinary nature. The use of simplified methods or tools to quantify the impacts of occupant behavior in building performance simulations significantly contributes to performance gaps between simulated models and actual building energy consumption. Therefore, it is crucial to understand occupant behavior in a comprehensive way, integrating qualitative approaches and data-and model-driven quantitative approaches, and employing appropriate tools to guide the design and operation of low-energy residential and commercial buildings that integrate technological and human dimensions. This paper presents ten questions, highlighting some of the most important issues regarding concepts, applications, and methodologies in occupant behavior research. The proposed questions and answers aim to provide insights into occupant behavior for current and future researchers, designers, and policy makers, and most importantly, to inspire innovative research and applications to increase energy efficiency and reduce energy use in buildings.

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More than 30% of the total primary energy in the world is consumed in buildings. It is crucial to reduce building energy consumption in order to preserve energy resources and mitigate global climate change. Building performance simulations have been widely used for the estimation and optimization of building performance, providing reference values for the assessment of building energy consumption and the effects of energy-saving technologies. Among the various factors influencing building energy consumption, occupant behavior has drawn increasing attention. Occupant behavior includes occupant presence, movement, and interaction with building energy devices and systems. However, there are gaps in occupant behavior modeling as different energy modelers have employed varied data and tools to simulate occupant behavior, therefore producing different and incomparable results. Aiming to address these gaps, the International Energy Agency (IEA) Energy in Buildings and Community (EBC) Programme Annex 66 has established a scientific methodological framework for occupant behavior research, including data collection, behavior model representation, modeling and evaluation approaches, and the integration of behavior modeling tools with building performance simulation programs. Annex 66 also includes case studies and application guidelines to assist in building design, operation, and policymaking, using interdisciplinary approaches to reduce energy use in buildings and improve occupant comfort and productivity. This paper highlights the key research issues, methods, and outcomes pertaining to Annex 66, and offers perspectives on future research needs to integrate occupant behavior with the building life cycle.

Reducing energy consumption in the buildings sector requires significant changes, but technology alone may fail to guarantee efficient energy performance. Human behavior plays a pivotal role in building design, operation, management and retrofit, and is a crucial positive factor for improving the indoor environment, while reducing energy use at low cost. Over the past 40 years, a substantial body of literature has explored the impacts of human behavior on building technologies and operation. Often, need-action-event cognitive theoretical frameworks were used to represent human-machine interactions. In Part I of this paper a review of more than 130 published behavioral studies and frameworks was conducted. A large variety of data-driven behavioral models have been developed based on field monitoring of the human-building-system interaction. Studies have emerged scattered geographically around the world that lack in standardization and consistency, thus leading to difficulties when comparing one with another. To address this problem, an ontology to represent energy-related occupant behavior in buildings is presented. Accordingly, the technical DNAs framework is developed based on four key components: i) the Drivers of behavior, ii) the Needs of the occupants, iii) the Actions carried out by the occupants, and iv) the building systems acted upon by the occupants. This DNAs framework is envisioned to support the international research community to standardize a systematic representation of energyrelated occupant behavior in buildings. Part II of this paper further develops the DNAs framework as an XML (eXtensible Markup Language) schema, obXML, for exchange of occupant information modeling and integration with building simulation tools.