IDEAS home Printed from https://ideas.repec.org/a/eee/appene/v377y2025ipds0306261924020117.html
   My bibliography  Save this article

Sociotechnical design of building energy management systems in the public sector: Five design principles

Author

Listed:
  • Andolfi, Laura
  • Lima Baima, Renan
  • Burcheri, Lorenzo Matthias
  • Pavić, Ivan
  • Fridgen, Gilbert

Abstract

Advocacy for energy efficiency solutions in non-residential buildings, particularly within the public sector, is part of the response to the climate crisis by the European Union (EU). Traditional building energy management systems (BEMS) focus primarily on technological advancements but often overlook the influence of occupant behaviour on energy consumption. This study develops a set of five design principles aimed at bridging this sociotechnical gap by integrating behavioural strategies with technical solutions. Following a design principle (DP) development framework, informed by an integrative literature review and the abstraction hierarchy (AH) method, the study proposes actionable guidelines for designing BEMS architectures. With the aim of supporting future BEMS blueprints, a conceptual architecture is created based on the design principles. A BEMS proof-of-concept (PoC) demonstrates how to apply the design principles and the architecture to potentially optimise the use of renewable energy sources in a public sector building. The minimum reusability evaluation framework is employed to evaluate the proposed principles theoretically. The novelty of this work lies in its interdisciplinary approach, which goes beyond previous studies by offering normative guidance that balances both technology and human factors. These findings suggest that a sociotechnical approach to BEMS design can significantly enhance energy efficiency, offering valuable insights for stakeholders, such as system designers and energy managers. Future research should focus on real-world implementation and empirical validation of the proposed principles.

Suggested Citation

  • Andolfi, Laura & Lima Baima, Renan & Burcheri, Lorenzo Matthias & Pavić, Ivan & Fridgen, Gilbert, 2025. "Sociotechnical design of building energy management systems in the public sector: Five design principles," Applied Energy, Elsevier, vol. 377(PD).
  • Handle: RePEc:eee:appene:v:377:y:2025:i:pd:s0306261924020117
    DOI: 10.1016/j.apenergy.2024.124628
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0306261924020117
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.apenergy.2024.124628?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to search for a different version of it.

    References listed on IDEAS

    as
    1. Antonio Paone & Jean-Philippe Bacher, 2018. "The Impact of Building Occupant Behavior on Energy Efficiency and Methods to Influence It: A Review of the State of the Art," Energies, MDPI, vol. 11(4), pages 1-19, April.
    2. Delgado, Laura & Shealy, Tripp, 2018. "Opportunities for greater energy efficiency in government facilities by aligning decision structures with advances in behavioral science," Renewable and Sustainable Energy Reviews, Elsevier, vol. 82(P3), pages 3952-3961.
    3. Aryuanto Soetedjo & Yusuf Ismail Nakhoda & Choirul Saleh, 2019. "An Embedded Platform for Testbed Implementation of Multi-Agent System in Building Energy Management System," Energies, MDPI, vol. 12(19), pages 1-29, September.
    4. Ma, Nan & Waegel, Alex & Hakkarainen, Max & Braham, William W. & Glass, Lior & Aviv, Dorit, 2023. "Blockchain + IoT sensor network to measure, evaluate and incentivize personal environmental accounting and efficient energy use in indoor spaces," Applied Energy, Elsevier, vol. 332(C).
    5. David J. Teece & Gary Pisano & Amy Shuen, 1997. "Dynamic capabilities and strategic management," Strategic Management Journal, Wiley Blackwell, vol. 18(7), pages 509-533, August.
    6. Panagiotis Michailidis & Iakovos Michailidis & Socratis Gkelios & Elias Kosmatopoulos, 2024. "Artificial Neural Network Applications for Energy Management in Buildings: Current Trends and Future Directions," Energies, MDPI, vol. 17(3), pages 1-47, January.
    7. Wong-Parodi, Gabrielle & Krishnamurti, Tamar & Gluck, Joshua & Agarwal, Yuvraj, 2019. "Encouraging energy conservation at work: A field study testing social norm feedback and awareness of monitoring," Energy Policy, Elsevier, vol. 130(C), pages 197-205.
    8. Snyder, Hannah, 2019. "Literature review as a research methodology: An overview and guidelines," Journal of Business Research, Elsevier, vol. 104(C), pages 333-339.
    9. Zheng, Shunlin & Qi, Qi & Sun, Yi & Ai, Xin, 2023. "Integrated demand response considering substitute effect and time-varying response characteristics under incomplete information," Applied Energy, Elsevier, vol. 333(C).
    10. Amasyali, Kadir & El-Gohary, Nora M., 2021. "Real data-driven occupant-behavior optimization for reduced energy consumption and improved comfort," Applied Energy, Elsevier, vol. 302(C).
    11. Tien, Paige Wenbin & Wei, Shuangyu & Calautit, John Kaiser & Darkwa, Jo & Wood, Christopher, 2022. "Real-time monitoring of occupancy activities and window opening within buildings using an integrated deep learning-based approach for reducing energy demand," Applied Energy, Elsevier, vol. 308(C).
    12. Saima Hussain & Sara Qazi & Rizwan Raheem Ahmed & Jolita Vveinhardt & Dalia Streimikiene, 2019. "Innovative user engagement and playfulness on adoption intentions of technological products: evidence from SEM-based multivariate approach," Economic Research-Ekonomska Istraživanja, Taylor & Francis Journals, vol. 32(1), pages 555-577, January.
    13. Zhao, Dafang & Watari, Daichi & Ozawa, Yuki & Taniguchi, Ittetsu & Suzuki, Toshihiro & Shimoda, Yoshiyuki & Onoye, Takao, 2023. "Data-driven online energy management framework for HVAC systems: An experimental study," Applied Energy, Elsevier, vol. 352(C).
    14. Silvestri, Alberto & Coraci, Davide & Brandi, Silvio & Capozzoli, Alfonso & Borkowski, Esther & Köhler, Johannes & Wu, Duan & Zeilinger, Melanie N. & Schlueter, Arno, 2024. "Real building implementation of a deep reinforcement learning controller to enhance energy efficiency and indoor temperature control," Applied Energy, Elsevier, vol. 368(C).
    15. Gómez, Patricia & Shaikh, Nazrul I. & Erkoc, Murat, 2024. "Continuous improvement in the efficient use of energy in office buildings through peers effects," Applied Energy, Elsevier, vol. 360(C).
    16. Brown, Zachary & Johnstone, Nick & Haščič, Ivan & Vong, Laura & Barascud, Francis, 2013. "Testing the effect of defaults on the thermostat settings of OECD employees," Energy Economics, Elsevier, vol. 39(C), pages 128-134.
    17. Jiang, Lai & Yao, Runming & Liu, Kecheng & McCrindle, Rachel, 2017. "An Epistemic-Deontic-Axiologic (EDA) agent-based energy management system in office buildings," Applied Energy, Elsevier, vol. 205(C), pages 440-452.
    18. Pothitou, Mary & Hanna, Richard F. & Chalvatzis, Konstantinos J., 2016. "Environmental knowledge, pro-environmental behaviour and energy savings in households: An empirical study," Applied Energy, Elsevier, vol. 184(C), pages 1217-1229.
    19. Brown, Zachary & Johnstone, Nick & Haščič, Ivan & Vong, Laura & Barascud, Francis, 2013. "Testing the effect of defaults on the thermostat settings of OECD employees," Energy Economics, Elsevier, vol. 39(C), pages 128-134.
    20. Klein, Konstantin & Herkel, Sebastian & Henning, Hans-Martin & Felsmann, Clemens, 2017. "Load shifting using the heating and cooling system of an office building: Quantitative potential evaluation for different flexibility and storage options," Applied Energy, Elsevier, vol. 203(C), pages 917-937.
    21. Hendrik Hilpert & Johann Kranz & Matthias Schumann, 2013. "Leveraging Green IS in Logistics," Business & Information Systems Engineering: The International Journal of WIRTSCHAFTSINFORMATIK, Springer;Gesellschaft für Informatik e.V. (GI), vol. 5(5), pages 315-325, October.
    22. Varlamis, Iraklis & Sardianos, Christos & Chronis, Christos & Dimitrakopoulos, George & Himeur, Yassine & Alsalemi, Abdullah & Bensaali, Faycal & Amira, Abbes, 2022. "Smart fusion of sensor data and human feedback for personalized energy-saving recommendations," Applied Energy, Elsevier, vol. 305(C).
    23. Ozawa-Meida, Leticia & Wilson, Caroline & Fleming, Paul & Stuart, Graeme & Holland, Carl, 2017. "Institutional, social and individual behavioural effects of energy feedback in public buildings across eleven European cities," Energy Policy, Elsevier, vol. 110(C), pages 222-233.
    24. Elomari, Youssef & Mateu, Carles & Marín-Genescà, M. & Boer, Dieter, 2024. "A data-driven framework for designing a renewable energy community based on the integration of machine learning model with life cycle assessment and life cycle cost parameters," Applied Energy, Elsevier, vol. 358(C).
    25. Mansouri, S.A. & Ahmarinejad, A. & Nematbakhsh, E. & Javadi, M.S. & Esmaeel Nezhad, A. & Catalão, J.P.S., 2022. "A sustainable framework for multi-microgrids energy management in automated distribution network by considering smart homes and high penetration of renewable energy resources," Energy, Elsevier, vol. 245(C).
    26. Crnčec, Danijel & Penca, Jerneja & Lovec, Marko, 2023. "The COVID-19 pandemic and the EU: From a sustainable energy transition to a green transition?," Energy Policy, Elsevier, vol. 175(C).
    27. William H. DeLone & Ephraim R. McLean, 1992. "Information Systems Success: The Quest for the Dependent Variable," Information Systems Research, INFORMS, vol. 3(1), pages 60-95, March.
    28. Gulbinas, R. & Jain, R.K. & Taylor, J.E., 2014. "BizWatts: A modular socio-technical energy management system for empowering commercial building occupants to conserve energy," Applied Energy, Elsevier, vol. 136(C), pages 1076-1084.
    29. Kiril Tenekedjiev & Simon Cooley & Boyan Mednikarov & Guixin Fan & Natalia Nikolova, 2021. "Reliability Simulation of Two Component Warm-Standby System with Repair, Switching, and Back-Switching Failures under Three Aging Assumptions," Mathematics, MDPI, vol. 9(20), pages 1-40, October.
    30. Juhani Iivari & Magnus Rotvit Perlt Hansen & Amir Haj-Bolouri, 2021. "A proposal for minimum reusability evaluation of design principles," European Journal of Information Systems, Taylor & Francis Journals, vol. 30(3), pages 286-303, May.
    31. Wang, Huan & Liang, Chenjiyu & Wang, Guijin & Li, Xianting, 2024. "Energy-saving potential of fresh air management using camera-based indoor occupancy positioning system in public open space," Applied Energy, Elsevier, vol. 356(C).
    32. Ye, Yunyang & Chen, Yan & Zhang, Jian & Pang, Zhihong & O’Neill, Zheng & Dong, Bing & Cheng, Hwakong, 2021. "Energy-saving potential evaluation for primary schools with occupant-centric controls," Applied Energy, Elsevier, vol. 293(C).
    33. Happle, Gabriel & Fonseca, Jimeno A. & Schlueter, Arno, 2020. "Impacts of diversity in commercial building occupancy profiles on district energy demand and supply," Applied Energy, Elsevier, vol. 277(C).
    34. Zhuang, Dian & Gan, Vincent J.L. & Duygu Tekler, Zeynep & Chong, Adrian & Tian, Shuai & Shi, Xing, 2023. "Data-driven predictive control for smart HVAC system in IoT-integrated buildings with time-series forecasting and reinforcement learning," Applied Energy, Elsevier, vol. 338(C).
    35. Spandagos, Constantine & Yarime, Masaru & Baark, Erik & Ng, Tze Ling, 2020. "“Triple Target” policy framework to influence household energy behavior: Satisfy, strengthen, include," Applied Energy, Elsevier, vol. 269(C).
    36. Pang, Zhihong & Chen, Yan & Zhang, Jian & O'Neill, Zheng & Cheng, Hwakong & Dong, Bing, 2021. "How much HVAC energy could be saved from the occupant-centric smart home thermostat: A nationwide simulation study," Applied Energy, Elsevier, vol. 283(C).
    37. Nilsson, Andreas & Andersson, Kristin & Bergstad, Cecilia Jakobsson, 2015. "Energy behaviors at the office: An intervention study on the use of equipment," Applied Energy, Elsevier, vol. 146(C), pages 434-441.
    38. Cremi, Maurizio R. & Pantaleo, Antonio Marco & van Dam, Koen H. & Shah, Nilay, 2020. "Optimal design and operation of an urban energy system applied to the Fiera Del Levante exhibition centre," Applied Energy, Elsevier, vol. 275(C).
    39. Rafsanjani, Hamed Nabizadeh & Ghahramani, Ali & Nabizadeh, Amir Hossein, 2020. "iSEA: IoT-based smartphone energy assistant for prompting energy-aware behaviors in commercial buildings," Applied Energy, Elsevier, vol. 266(C).
    40. Li, Han & Johra, Hicham & de Andrade Pereira, Flavia & Hong, Tianzhen & Le Dréau, Jérôme & Maturo, Anthony & Wei, Mingjun & Liu, Yapan & Saberi-Derakhtenjani, Ali & Nagy, Zoltan & Marszal-Pomianowska,, 2023. "Data-driven key performance indicators and datasets for building energy flexibility: A review and perspectives," Applied Energy, Elsevier, vol. 343(C).
    41. Yang, Shiyu & Wan, Man Pun & Chen, Wanyu & Ng, Bing Feng & Dubey, Swapnil, 2020. "Model predictive control with adaptive machine-learning-based model for building energy efficiency and comfort optimization," Applied Energy, Elsevier, vol. 271(C).
    42. Noor Muhammad Abd Rahman & Lim Chin Haw & Ahmad Fazlizan, 2021. "A Literature Review of Naturally Ventilated Public Hospital Wards in Tropical Climate Countries for Thermal Comfort and Energy Saving Improvements," Energies, MDPI, vol. 14(2), pages 1-22, January.
    43. Bartolucci, L. & Cordiner, S. & Mulone, V. & Pasquale, S. & Sbarra, A., 2022. "Design and management strategies for low emission building-scale Multi Energy Systems," Energy, Elsevier, vol. 239(PB).
    44. Ornaghi, Carmine & Costanza, Enrico & Kittley-Davies, Jacob & Bourikas, Leonidas & Aragon, Victoria & James, Patrick A.B., 2018. "The effect of behavioural interventions on energy conservation in naturally ventilated offices," Energy Economics, Elsevier, vol. 74(C), pages 582-591.
    45. Emanuele Baldacci & Joao Rodrigues Frade, 2021. "Advancing Digital Transformation in the Public Sector with Blockchain: A View from the European Union," Springer Books, in: Eva Kaili & Dimitrios Psarrakis (ed.), Disintermediation Economics, edition 1, chapter 0, pages 281-295, Springer.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Rebecca Afua Klege & Martine Visser & Saugato Datta & Matthew Darling, 2022. "The Power of Nudging: Using Feedback, Competition, and Responsibility Assignment to Save Electricity in a Non-residential Setting," Environmental & Resource Economics, Springer;European Association of Environmental and Resource Economists, vol. 81(3), pages 573-589, March.
    2. Llerena, D. & Roussillon, B. & Teyssier, S. & Buckley, P. & Delinchant, B. & Ferrari, J. & Laranjeira, T. & Wurtz, F., 2021. "Demand response in the workplace: A field experiment," Working Papers 2021-01, Grenoble Applied Economics Laboratory (GAEL).
    3. Good, Nicholas, 2019. "Using behavioural economic theory in modelling of demand response," Applied Energy, Elsevier, vol. 239(C), pages 107-116.
    4. Fanghella, Valeria & D'Adda, Giovanna & Tavoni, Massimo, 2022. "Evaluating the impact of technological renovation and competition on energy consumption in the workplace," Journal of Environmental Economics and Management, Elsevier, vol. 114(C).
    5. Sunstein, Cass R., 2016. "Fifty Shades of Manipulation," Journal of Marketing Behavior, now publishers, vol. 1(3-4), pages 213-244, February.
    6. Liu, Xiaoqi & Lee, Seungjae & Bilionis, Ilias & Karava, Panagiota & Joe, Jaewan & Sadeghi, Seyed Amir, 2021. "A user-interactive system for smart thermal environment control in office buildings," Applied Energy, Elsevier, vol. 298(C).
    7. Nicole D. Sintov & P. Wesley Schultz, 2017. "Adjustable Green Defaults Can Help Make Smart Homes More Sustainable," Sustainability, MDPI, vol. 9(4), pages 1-12, April.
    8. Godart, Frédéric & Pistilli, Luca, 2024. "The multifaceted concept of disruption: A typology," Journal of Business Research, Elsevier, vol. 170(C).
    9. Sanghyun Kim & Bora Kim & Minsoo Seo, 2020. "Impacts of Sustainable Information Technology Capabilities on Information Security Assimilation: The Moderating Effects of Policy—Technology Balance," Sustainability, MDPI, vol. 12(15), pages 1-24, July.
    10. Sun, Hongchang & Niu, Yanlei & Li, Chengdong & Zhou, Changgeng & Zhai, Wenwen & Chen, Zhe & Wu, Hao & Niu, Lanqiang, 2022. "Energy consumption optimization of building air conditioning system via combining the parallel temporal convolutional neural network and adaptive opposition-learning chimp algorithm," Energy, Elsevier, vol. 259(C).
    11. Takanori Ida & Naoya Motegi & Yoshiaki Ushifusa, 2016. "Behavioral Study of Personalized Automated Demand Response in Workplaces," Discussion papers e-16-010, Graduate School of Economics , Kyoto University.
    12. Schleich, Joachim & Gassmann, Xavier & Faure, Corinne & Meissner, Thomas, 2016. "Making the implicit explicit: A look inside the implicit discount rate," Energy Policy, Elsevier, vol. 97(C), pages 321-331.
    13. Mandler, Timo & Sezen, Burcu & Chen, Jieke & Özsomer, Ayşegül, 2021. "Performance consequences of marketing standardization/adaptation: A systematic literature review and future research agenda," Journal of Business Research, Elsevier, vol. 125(C), pages 416-435.
    14. Sara Alonso-Muñoz & Rocío González-Sánchez & Cristina Siligardi & Fernando E. García-Muiña, 2021. "New Circular Networks in Resilient Supply Chains: An External Capital Perspective," Sustainability, MDPI, vol. 13(11), pages 1-18, May.
    15. Schmidt, Heiko M. & Santamaria-Alvarez, Sandra Milena, 2022. "Routines in International Business: A semi-systematic review of the concept," Journal of International Management, Elsevier, vol. 28(2).
    16. Garrison, Gary & Wakefield, Robin L. & Kim, Sanghyun, 2015. "The effects of IT capabilities and delivery model on cloud computing success and firm performance for cloud supported processes and operations," International Journal of Information Management, Elsevier, vol. 35(4), pages 377-393.
    17. Bonev, Petyo, 2023. "Behavioral Spillovers," Economics Working Paper Series 2303, University of St. Gallen, School of Economics and Political Science.
    18. Appiah, Emmanuel Kusi & Gabrielsson, Peter & Rialp Criado, Alex, 2025. "The role of digitalization in early internationalization Research: A systematic literature review and future research directions," Journal of Business Research, Elsevier, vol. 186(C).
    19. Rachel Croson & Nicolas Treich, 2014. "Behavioral Environmental Economics: Promises and Challenges," Environmental & Resource Economics, Springer;European Association of Environmental and Resource Economists, vol. 58(3), pages 335-351, July.
    20. Loureiro, Maria & Labandeira, Xavier, 2019. "Exploring Energy Use in Retail Stores: A Field Experiment," Energy Economics, Elsevier, vol. 84(S1).

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:appene:v:377:y:2025:i:pd:s0306261924020117. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/wps/find/journaldescription.cws_home/405891/description#description .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.