Every passive solar building rests on three interdependent principles. All three must be present and properly balanced for the system to work.

Solar Gain

Solar gain is the capture of solar energy through glazing (windows and glazed panels). South-facing glazing (in the northern hemisphere) receives direct solar radiation during the heating season. The amount of solar gain is determined by the size, orientation, and shading of the glazing; the solar heat gain coefficient (SHGC) of the glass; and the number of heating-degree-days at the building’s location. Sizing south glazing correctly is the central design challenge of passive solar: too little, and the building cannot capture enough solar energy to meet its heating needs; too much, and it overheats on sunny days and loses excessive heat at night through the glass.

Thermal Mass

Thermal mass is the material that absorbs and stores solar energy during the day and releases it at night, smoothing out the temperature fluctuations that would otherwise make a heavily glazed building uncomfortably hot in the daytime and cold at night. Dense, heavy materials — earth, concrete, stone, tile, and water — have high specific heat capacity, meaning they can absorb large amounts of energy with relatively small changes in temperature. In a passive solar building, thermal mass is positioned where it will receive direct sunlight (or at least diffuse solar radiation) during the day: the floor in front of south windows, the interior face of the south wall, and the interior walls that receive reflected sunlight.

Insulation

Insulation is what allows the thermal mass to do its job. A highly insulated building envelope retains the heat stored in thermal mass through the night, while a poorly insulated envelope loses it so quickly that the thermal mass advantage is eliminated. Insulation and thermal mass work together: thermal mass stores energy, insulation retains it. The ratio of thermal mass to glazing to insulation must be carefully balanced for the specific climate; the Heating and Cooling Buildings textbook provides detailed guidance on this calculation for each climate type.

The Passive Solar Rule of Thumb

South glazing area: 7–12% of floor area for most temperate and arid climates.

Thermal mass: 3–6 square meters of mass surface per square meter of south glazing.

Insulation: minimum R-20 walls, R-40 roof for cold climates; adjust downward for mild climates.

Note: These are starting points only. Proper sizing requires climate data and design calculations.