Developing Technology Influence Matrix to Support Decision-making for Long-life Housing Planning : Focused on Exclusive Housing Unit of Long-life Housing
© Copyright Korea Institute of Ecological Architecture and Environment
Abstract
Long-life housing causes unavoidable cost increase while providing higher durability, flexibility, and repair easiness compare to those of normal apartment. The effectiveness should be evaluated considering the level of passing mandatory Long-life housing Certification System when supplying specific size of apartment complex. Thus, it is essential to identify the estimated costs and the obtainable grade by applying the optional element technologies selectively during the design phase. This study aimed to suggest the technology influence matrix(TIM) to support decision-making of element technologies in planning stage of long-life housing.
The technology influence matrix was established based on the property information about applicable element technologies for long-life housing such as construction methods, interface types, cost data, and certification-related characteristics. The usefulness of TIM was verified through case study, in which TIM was applied to the exclusive housing unit and the influences from four areas of quantity, cost, certification, and schedule were identified and calculated.
TIMs covering four areas representing the essential planning factors were developed, and are expected to contribute to sound decision-making in planning long-life housing.
Keywords:
Long-life Housing, Element Technologies, Influence Matrix, Infill키워드:
장수명주택, 요소기술, 영향 매트릭스, 인필1. Introduction
1.1. Background and Purpose
Although studies on long-life housing have continued, long-life housing is not much popular in our country due to lack of the system PR and thus awareness, and low profitability as pointed in Kwon et al. (2014). To promote long-life housing, the government introduced long-life housing certification system in an effort to extend the service year of apartment housing in a long term and relieve public burdens on economic, social and environmental aspects.
Long-life housing inevitably involves cost increase by class of long-life housing certification while providing durability, variability, and ease of repair, which are equivalent to or above those of general apartment housing. Therefore, when housing planners supply long-life housing above a certain portion in a housing complex, they should consider cost effectiveness carefully while satisfying the mandatory requirements for long-life housing certification. That is, it is very important to know obtainable class of the certification and accompanying cost when applying the element technologies for long-life housing in the planning stage of long-life housing.
In this respect, the present study is aimed to propose element technologies influence matrix that can be used as basic data for making decision on element technologies to adopt in the planning stage of long-life housing. With this influence matrix, planner and business entity are expected to help make decision on technology or construction method in a fast and easy way because the matrix shows the changes in quantity, cost, certification class, and process by applied technology in the planning stage of long-life housing. Further, it is expected to contribute to developing tools related to long-life housing.
1.2. Contents and Method
This study attempts to find various and technologies applicable to long-life housing by its key attribute; connect the characteristics of construction technicology, certification system that implements by the objective of policy, and required cost; and thus propose a method to evaluate the change in design elements when element technology is replaced.
To make “long-life housing influence matrix” that schematizes the impact that the attributes of long-life technology has on quantity, cost, certification class, and process, this study conducted the followings as below.
- ① Examining the characteristics of long-life housing: definition, core components, evaluation items of certification system, and performance class are studied.
- ② Reviewing the element technologies for long-life housing: element technologies applicable to long-life housing are listed by part.
- ③ Analysis of attributes by element technology: basic data (the characteristics of construction method in installation, dimensions in brief, evaluation items of certification related to applicable technology, obtainable performance class and score, cost per unit area) as well as connections (interface) that each element technology has are organized.
- ④ Drawing influence matrix: the matric is drawn in a way to include as many number of cases as possible to summarize the impacts of the changes in the element technologies upon technology itself and 4 areas (quantity, cost, certification class and process).
- ⑤ Verifying matrix applicability: the influence matrix prepared for unit household of long-life housing is verified for availability by applying it to calculate the changes in quantity, cost, certification, and process by applied technology and analyzing them.
- ⑥ Reviewing the possibility of developing a tool for automation: Tasks to which the matrix can be applied are reviewed and each function is reviewed for possibility of automation.
2. The Characteristics and Certification System of Long-Life Housing
2.1. Definition of Long-Life Housing
Long-life housing is defined as dwelling planned to cope with social change, technological change, household change, change in family composition and diversity by increasing the physical and functional lifespan of a house more than a general house (Ministry of Land, Infrastructure and Transport, 2014). Such long-life housing is a house based on long support of maintenance and with long-term durability and usability considering the change and replacement of infill (Kim and Park, 2014).
To make a house last long and maintain its functions and performance after long use, the structure itself should be durable enough and building components such as exterior and interior finishing materials and facilities should be designed and constructed to change and replaced in an easy manner to respond to changes (Jung and Lim, 2006).
2.2. Components of Long-Life Housing
Seeking one hundred-year service life, long-life housing is structured of highly durable column structure (support) and skin (cladding) designed to attach and detach PC or such, and the interior materials and house-specific facilities (in-fills) that should be designed to separate easily from the structure so they can shift and be re-installed (Lim and Lee, 2014). The structure support and infill for long-life housing equivalent to the skeleton and infill of Japanese SI housing can be defined as follows.
- ① Support: it is a structure, common facility and/or equipment that are decided for public interest. It has relatively long service life and is hard to change both physically and socially.
- ② Infill system: it is interior and/or house-specific facility that are decided for personal interest. It changes relatively more than a support physically and socially, having shorter service live. Especially, it is designed with lightweight nonbearing wall insead of existing bearing wall so that interior remodeling is easy to increase the life span of a house (Lee 2014). It requires high level of standardization and mass production (Hwang et al., 2014).
2.3. Outline of Certification System and Evaluation Items
Long-life housing certification system is to certify the performances of a house such as durability, variability, and ease of repair, which is finally approved by the head of certificate authority. Here, durability means resistance to heat and variability means spatial performance of accepting various demands while maintaining the structural stability of a building. It is materialized with visually variable structures and spatially variable structures. Ease of repair is high and easy level of repair and/or remodeling of common and exclusive parts of a building. It also means high responsiveness to change.
Certification class of durability is evaluated and decided with concrete quality (thickness of iron bar covering, design criterion strength, slump, unit volume of binding material, water-binding material ratio, air content, chloride amount, and such) in case of ferroconcrete apartment housing. As seen in Table 1 that shows evaluation items of variability and ease of repair for specific area, the evaluation items are divided into ‘mandatory items’ and ‘optional items’. Variability is evaluated with 3 mandatory items and 6 optional items. Mandatory items include length ratio of bearing walls and columns, ratio of light-weight walls compared to all internal walls, and flexibility supporting methods. Ease of repair is evaluated separately for common area and specific area. Specific area is evaluated with 2 mandatory items and 4 optional items. Mandatory evaluation items for specific area include ‘providing independence for public plumbing and exclusive M&E space’ and ‘design easy for repair and replacement of plumbing and wiring’.
2.4. Analysis of Previous Studies
The studies regarding the element technologies for long-life housing include Hwang et al. (2014) that identified the elements to which infill system can be applied and discussed the introduction of certification system; Lee and Kim (2010), and Lee and Kim (2014) that examined the required performance and applicability of light-weight wall by construction method; and Lee et al. (2009) that classified the architectural element technologies of variability performance for apartment housing and suggested technological items to be evaluated for a structure and interior materials.
Kim (2007) established interface composition system by applying modularization theory to long-life apartment housing system to save the cost of architectural production, increase constructability, and increase the service year of apartment housing. It mapped part classification spectrum, which is based on the perspective of ‘support/non-support’, ‘assembly priority (concave/convex)’ and ‘concealing/non-concealing, and repair cycle and service year specified in the current Building Act. Jung and Lim (2006) analyzed the current development status of long-life housing of which remodeling is easy, surveyed the construction status, and categorized barriers to remodeling long-life apartment housing in groups. They divided the types of interface into ‘support/non-support’, ‘concave/ convex’, and ‘concealing/non-concealing’. They pointed out the problem of grouping dry construction method, interface overlapping, and reclamation construction and suggested improvement for dry construction method, separation of component materials, and exposure of subsidiary materials. In the meantime, Japanese CHS (Century Housing System) set a standard of dimension, construction procedure, part replacement and such for interfaces to which components are bound, and establishes an improvement plan with interface map and details.
Lee et al. (2014) analyzed the economic feasibility of wallstructured apartment housing and long-life housing from life cycle perspective. They designed life cycle for wall-structured apartment housing and long-life housing, respectively. They set renovation and remodeling in the 25th year and demolition in the 50th year from initial construction and compared the cost of life cycle by combining required cost of each year. The result shows that the initial construction cost of long-life housing is 18% higher than wall-structured apartment housing, but saved 7% of life cycle cost in the 50th year. Therefore, it turned out that long-life housing is more economical at discount rate of 6% or less.
3. Element Technologies For Long-Life Housing and Their Attributes
3.1. Types of the Element Technologies for Long-life Housing
The element technologies for long-life housing mainly concentrate on in-fills. They are concerned with not only application of variability and ease of repair to in-fills at the stage of use, but also further analyzing construction methods between in-fills and between in-fills and supports.
As seen in Table 2, element technologies can be applied to various areas of long-life housing such as confining wall between housing units, partition wall between housing units, ceiling, floor, bathroom and others. The areas to which the element technologies can be applied are classified as below.
- ① Wall: lightweight composite, extruding (lightweight), functional gypsum composite board, autoclaved lightweight can be supplied by many manufacturers. It can be used for partitioning wall or confining wall between housing units.
- ② Ceiling: light-weight ceiling system can be considered to apply inside a living unit instead of general gypsum board ceiling.
- ③ Floor: it is possibile to apply floor heating panel (dry system) and access floor system in place of current wet Ondol heating floor system.
- ④ MEP: Considering independence, easy of repair, and flexibility in planning mechanical/electrical facility, wall plumbing method or slab down method can be applied to bathroom and showroom instead of existing floor plumbing method. Or non-plumbing a structure can be considered in mechanical/electrical work. It also involves planning of the size and location of facility space.
3.2. Attributes of Element Technologies
In-fill elements installed in a specific area vary in material property and price and the range of their impact is determined by the relationship between installation method and interfacing. Considering these points, upper/lower binding materials and thickness of each light-weight dry wall to be installed in a house unit, and dimensions of ceiling finish material and floor finish material are summarized in Table 2.
When applicable element technologies are confined to the specific area to housing unit, evaluation items for variability and ease of repair in specific area and the element technologies of long-life housing can be listed after excluding the common areas of a support for durability and ease of repair among the evaluation items of certification system.
4. Developing the Element Technology Influence Matrix for Long-Life Housing
4.1. Outline of Influence Matrix
As mentioned in Chapter 3, the element technology influence matrix is developed on the basis of the characteristics of construction method, cost information, and connection to evaluation items. It shows numbers of cases of quantity, cost, process, and certification class of concerned technology, interface, and other areas, which change when applied technology changes or replaced.
4.2. Drawing Matrix
Influence element matrix displays the impacts of change or replacement of applied technology. Since technological replacement takes place mainly locally (at a 'part'), the matrix is also prepared by area (part). Each cell in the matrix by area includes combined information of type and extent and level of impact. Level of influence is expressed in specific figures (numbers) or index. In the influence element matrix, the types of 'influence' are as below.
- ① Quantity(Q, Quantity) area: the element technologies for long-life housing are divided into many by area and construction type (e.g. wall, ceiling, floor, bathroom, facility and etc.). And for the same area, they are sub-divided by construction method and material to use. Change or replacement of applied technology brings direct change in the quantity of concerned item and indirect change in the quantity of interface item.
Figure 1 shows the case where the change of construction method for a specific area of housing unit has impact on the quantity of subsidiary material. As seen in the right bottom of Figure 1, decision on (or change to) light-weight wall type has effect on thickness and size of wall, size of ceiling and floor, and length of molding and base board.
These changes are included in Table 3 (Quantity-influencing Matrix). The impacts that the combinations of changes in 8 wall types inside a housing unit and 6 wall types between housing units have on quantity are categorized into 5 groups as below.
- • Change in wall area (a): in case interface type is different
- • Change in ceiling area (b): in case upper interface type is different. Or in case interface type is same but wall thickness is different
- • Change in floor area (c): in case lower interface type is different. Or in case interface type is same but wall thickness is different.
- • Changes in wall perimeter (d): in case wall thickness is different
- • Addition or deletion of element (e): in case upper interface type is difference and it is specified in a drawing
As seen in Table 4, actual change of quantity is expressed in numbers by the formulas combining wall length(lw ), floor thickness(tf), height of ceiling lower framework finish (hc), and difference in wall thickness (tw1 - tw2).
- ② Cost (C, Cost) area: it shows the level of change in cost by combined effect of increased or decreased quantity when technology is replaced or changes and sum of unit cost. Unit cost for a, b, c, and d is applied respectively and increased or decreased volume of cost from original cost (when housing unit was designed first) is calculated.
- ③ Process (S, Schedule) area: change in technology has impact on work process and schedule of concerned item. In addition, it causes addition or deletion of other construction work, creation of new work, and/or change of process. For example, binding materials for upper/lower light-weight wall can change (differ) by construction method. In case upper/lower area should be fixed to the slab of a structure (S-S type) construction progresses in the order of “wall→floor→ ceiling”. However, when wall interfaces with ceiling and floor finish material (F-C type), construction should be carried out in this order: “floor→ceiling→wall”. When laying work of plumb pipes and electric wires in a structure is minimized, it reduces the required time for facility work in the current cycle of framework construction and thus changes the whole schedule of the facility construction.
However, process change in the initial planning stage is less important than change in areas related to cost or certification. And detailed information of construction method or work process is often insufficient. Therefore, the scope of its influence was analyzed only briefly. When overall construction methods are determined and detailed process information is obtained, this matrix can provide a variety of information on changes in process and estimate the reduction of construction period as mentioned in Hong et al. (2009). - ④ Certification (L, Long-life Housing Certification) area: the long-life technologies, mainly of in-fills, described in Table 2 are related to certification evaluation items for variability and ease of repair areas. replacement or change of technology in those areas have influence over certification class and score by item and eventually can affect housing unit and its certification. In other words, connecting long-life technologies to current certification system evaluation items of long-life housing, as seen in Figure 2, can confirm the changes in certification score and class by change in design elements. Because the certification class of a housing complex is interlinked with various incentives, which effects the profitability of the complex itself. Therefore, it is very important information to housing planning manager.
4.3. Significance of Using the Matrix
The influence matrix for long-life technology is expected to provide such information as below based on the attributes listed by key technology.
- ① A supporting tool for decision making in the planning stage of long-life housing: design elements in the planning stage, required cost, and a tool to explore optimum point among certification classes.
- ② Providing coast calculation for long-life housing cost: as the basic data that can be applied to a tool to change design elements of a specific area of housing unit or to create and re-calculate new details of change in construction method history when construction method changes.
- ③ Providing incentive data of certification system: When changes in certification system class and cost are connected to each other, it can be used as data for estimating cost required to attain target performance by certification class.
- ④ Providing inside-unit remodeling data at stage of use: long-life housing has significance in that it can bring various changes in response to resident's needs at the stage of maintenance and provide data for plane adjustment of a specific area and cost estimation s at the stage of use.
5. Review of Influence Matrix Applicability
5.1. The Summary of Simulation
This study applied the influence matrix developed in Chapter 4 to decision making at the planning stage. Since this study focuses on the impacts that changes of technologies in a specific area of long-life housing have, it assumed that a housing unit is built in Rahmen structure with enough durability and applied with long-life technologies connected to variability. And it was also assumed that the reach of influence by change of technology is limited to concerned technology area itself and the interfaces.
5.2. Data for Basic Model of Housing Unit
The basic model is a housing unit of 59㎡ (area of exclusive use) in a apartment housing block built in RC Rahmen (rigid frame). And the influence element matrix was applied. The basic model is, with 4-bay as base, composed with 3 bedrooms, 2 bathrooms, a living room, a dining/kitchen, a dress closet, a pantry, a porch, and 2 balconies.
The element technologies applied to the basic model are shown in Table 5. Industrialized outer wall method was excluded. Floor height was set at 3,000mm and open plumbing was employed.
- ① Wall: Outside and core parts, which belong to supports, are structured with ferroconcrete. Industrialized materials are not applied to outer wall. Of inner wall area, wet area or the wall areas bordering on the balcony are processed with highstrength waterproof autoclaved concrete and the rest partitioning walls are constructed with gypsum board composite panel. For interfacing, the construction method that can minimize the use of finishing materials is chosen for floor, wall, and ceiling.
- ② Ceiling, floor: light-weight ceiling is applied while existing dry construction method is appled to floor.
- ③ Facility: for the bathroom of a specific area, wall (abovefloor) plumbing construction method is employed. Plumbing pipes and electric wire are not laid inside a structure to secure spatial independence of facility. Even in the common space, plumbing-exclusive space is prepared with an access hole for installation for easy repair and replacement. Some clearance is provided.
The plane of housing unit applied with long-life technology was divided into frame (support) and finish area for separate calculation of quantity required. In addition, inner length, total perimeter (length), upper length, and lower length, area were calculated to estimate the basic quantity by room, which becomes the base for the calculation of finishing material quantity.
To estimate cost, basic data was collected from the manufacturers (unit cost). But not all cost items were included in the calculation but only the items affected by change in technology to apply.
Long-life certification class of the basic model was first evaluated. It turned out that the durability, variability, ease of repair (specific area), ease of repair (common ) in the housing unit (59㎡) were Class 2 (28 score), Class 1 with 40 (35), Class 2 with 14 (13), and Class 1 with 17 (15), respectively. And thus the total score was 91 and final class was “Best”.
5.3. Application of Influence Matrix
Changes were given to long-life technology applicable to the basic model and the results were evaluated. Since housing unit as the subject for simulation, the common areas for durability and ease of repair were not given any change. As seen in Table 6, the changes given to the element technologies were divided into 3 categories and the impacts were analyzed. But it is noteworthy here that construction method for inside-unit wall was changed to give impact on variability areas, but a different method was adopted for bathroom/toilet from existing one.
Of the evaluation items, those items that require floor planning such as shift of bathroom and kitchen and partially rentable items were excluded from influence element. In addition, among inside-unit walls, the bathroom and the area bordering on the balcony, where high-strength waterproofing blocks can be replaced with extruded concrete panel or extruded cement panel (evaluated to have water-resisting quality high enough to satisfy required performance in Lee and Kim (2010), and Lee and Kim (2014) and masonry wall can be in wet zone.
As seen in Table 7 that summarizes the influences by change of applied technology, changes in 4 areasby 3 element technologies were analyzed. The yellow-colored cells in the previous influence matrix (Table 3) are quantity changed. When expanding calculation into cost and certification area, it was known that change in light-weight wall in a general area reduced cost, though slight, while it lowered certification class one step down. Changing to mansionry wall for ALC block did not barely have impact on cost. However, when wall plumbing method was replaced with slab down method, it increased cost marginally. In both cases, certification class was demoted from “Best” to “Excellent”.
6. Conclusion
With a target to a optimum point among key elements (input cost, certification class, process and such) in the planning stage of long-life housing, the present study proposed the basic data helpful in making decision on the selection of element Technologies for long-life housing. Key findings are as follows.
- ① The element technologies applicable to long-life housing were classified by area (wall, ceiling, floor, and facility) and the characteristics of construction method, cost and certification system were associatively examined.
- ② The impacts of changes or replacement of the element technology change or replacement upon 4 areas (quantity, cost, process, and certification class) were analyzed and influence matrix was drawn by area. Quantity area was designed to expand to cost area and certification class area while changes in process area were briefly examined considering the insufficient information at planning stage.
- ③ The influence matrixes were applied to long-life housing unit (the basic model) in Rahmen structure to test the applicability of the matrix. It turned out that it is possible to quantify the changes in quantity, cost, certification areas with the matrix.
- ④ The significance of using the matrix was discussed as supporting tool for decision making in the planning stage of long-life housing, providing cost calculation for long-life housing, providing incentive planning data of certification system, and providing remodeling data at O&M stage.
This study did not intend to quantify construction cost at the sub-level of evaluation items, but with rough unit costs. Therefore, there can be tolerance in calculation and output. It is expected that following research will focus on the application of the influence matrix to housing unit or long-life housing complex at the cost level of overall construction.
Acknowledgments
This research was supported by a grant(15RERP-B082171- 02- 00 0000) from Residential Environment Research Program funded by Ministry of Land, Infrastructure and Transport of Korean government.
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