Documentation of ethical and heritage-management approvals
Written permission was obtained from the owner, institution, or heritage-management authority for building access, environmental monitoring, photography, and material assessment. Removable fixtures were used, and decorated surfaces, inscriptions, original finishes, and structurally sensitive locations were avoided. Permission records were retained and, where required, the approving heritage authorities were documented in the study records.
Survey participants received written study information and provided written informed consent before participation. Direct identifiers were omitted from the analytical database. The study protocol was reviewed and approved by the Ethics Committee on Human Research Protection, School of Architecture and Environmental Art, Shanghai Urban Construction Vocational College (Approval No. 5231BO1153). Written informed consent was obtained from all questionnaire participants.
Definition of the observational study design and setting
The study was defined as a multicenter longitudinal observational comparison of buildings already managed under three conservation strategies; the strategies were neither randomized nor assigned by the investigators. The study was conducted in Guangzhou, Nanjing, and Xi’an, representing hot-humid, hot-summer/cold-winter, and cold-dry climates. Installation, calibration, baseline building assessment, and material testing were completed between December 15 and December 31, 2024, and monitoring was conducted from January 1 through December 31, 2025.
A complete annual cycle was used to capture seasonal rainfall, outdoor temperature, humidity, wall drying, occupancy, and environmental control operation. Building documentation, continuous environmental monitoring, repeated material measurements, verified energy records, and post-occupancy assessments were linked by a unique building identifier. The city-specific candidate frames were screened using the following criteria. Buildings were included if they were at least 50 years old, were constructed primarily from brick or stone masonry, appeared in a municipal heritage register or institutional conservation inventory, retained at least 60% of the original external-wall fabric, remained accessible during follow-up, had a stable strategy completed at least 6 months before baseline, and had repeatable wall-measurement locations plus occupancy and energy records. Buildings were excluded if they underwent major reconstruction during screening or follow-up, had unresolved roof failure or active plumbing leakage affecting the monitored wall, had non-masonry external walls, had incomplete intervention records, had insufficient monitoring access, or lacked repeatable measurements. One primary exclusion reason was recorded for every excluded candidate in the screening log.
Selection of buildings and classification of existing conservation strategies
Buildings were selected using stratified purposive sampling rather than random allocation. A quota of eight eligible buildings was prespecified for each city-strategy cell, resulting in 24 buildings per strategy and 72 buildings in total. Screening continued in each city until all quotas were filled, and all screened candidates and exclusions were documented. This balanced quota prevented complete confounding of city and strategy but did not create exchangeable or randomized groups.
Conservation-only was defined as maintenance or local stabilization without systematic environmental or thermal upgrading; material-compatible passive retrofit as vapor-permeable, low-intervention repair combined with drainage, openings, shading, and passive ventilation measures; and adaptive reuse with reversible environmental control as contemporary use supported by removable or minimally invasive demand-controlled ventilation, localized dehumidification, and limited heating/cooling. Equipment was classified as reversible only when its removal would not cause permanent loss of significant historic fabric12.
The conservation strategy was classified based on intervention records, construction drawings, site inspections, equipment inventories, and an interview with the responsible building manager. Before monitoring, the building age, gross floor area, external wall thickness, masonry type, original and current use, weekly occupied hours, occupancy density, rain exposure, drainage condition, intervention age, retained historic fabric, material compatibility, and environmental-control intensity were recorded. Classification uncertainty was resolved by document review and joint site review before outcomes were examined. Table 1 gives the operational definitions and explicitly identifies the non-random sampling basis.
Completion of the baseline building and intervention assessment
A structured field form was used to document the construction form, wall composition, mortar, finishes, roof and drainage condition, visible dampness, salt deposits, biological growth, cracking, and prior repairs. Each assessment zone was photographed perpendicular to the wall with a scale and fixed reference distances. Wall thickness was obtained from drawings or accessible openings and recorded to the nearest 10 mm.
Rain exposure and drainage were scored using written 0–10 rubrics. The rain-exposure score incorporated façade orientation, shelter, prevailing wind, roof projection, splash back, and rain staining, with higher values indicating greater exposure. The drainage score incorporated roof drainage, gutters, downpipes, ground drainage, and evidence of standing water, with higher values indicating better drainage. The item-level form was retained with the study records so that the total score could be reproduced.
Material compatibility (0 = incompatible, impermeable, or irreversible intervention; 10 = fully compatible, vapor-permeable, mechanically appropriate, and reversible) and environmental-control intensity (0 = no active control; 10 = extensive automated heating, cooling, ventilation, or dehumidification) were independently scored by two conservation specialists. The two ratings were averaged, and when they differed by more than two points, a documented joint review was conducted. Retained historic fabric was estimated from drawings, repair records, photographs, and site inspection. The two specialists used the same written scoring rubrics. Inter-rater reliability statistics could not be reconstructed from the retained study records and, therefore, were not reported.
Installation, validation, and summary of environmental monitoring
At least two CO₂/temperature/relative-humidity loggers were installed in representative occupied zones of each building. The loggers were positioned 1.1–1.5 m above the floor and away from direct sunlight, external doors, supply-air outlets, heat sources, and visibly damp surfaces. Temperature, relative humidity, and CO₂ were recorded at 10 min intervals, and the logger identifier, room, height, installation date, and any relocations were documented.
Instruments meeting at least ±0.3 °C temperature accuracy, ±2 percentage-point relative-humidity accuracy, and ±50 ppm plus 3% of reading for CO₂ were used. Shielded outdoor loggers were installed within each city cluster, and daily precipitation data were obtained from the nearest official meteorological station. The instrument model and manufacturer were recorded in the Table of Materials.
Sensors were checked against retained reference instruments before installation and at months 3, 6, 9, and 12. Sensors were recalibrated or replaced when deviation exceeded 0.5 °C, 3 percentage points of relative humidity, or 100 ppm CO₂. Data collected during power interruption, maintenance, documented drift, or equipment failure were marked invalid. Monthly summaries were calculated only when at least 75% of the expected 10 min observations were valid, and annual summaries were calculated only when at least nine months of data were valid.
Indoor humidity ratio was derived from paired temperature and relative-humidity observations using ASHRAE psychrometric equations at standard atmospheric pressure (101.325 kPa). Water-vapor partial pressure was calculated as Pv = (RH/100) × pws(T), where RH is the measured relative humidity (%) and pws(T) is saturation vapor pressure at the measured temperature; W = 0.621945Pv/(P−Pv) was then calculated, and 1,000 W was reported as g/kg dry air. If either input was missing, the humidity ratio was retained as missing. Indoor temperature, relative humidity, humidity ratio, wall moisture, RH > 75% h, occupied-period CO₂, thermal-comfort hours, and energy use were summarized separately13. The measurement framework and quality-control criteria are summarized in Table 2.
Occupied intervals were derived from operating schedules, access records, visitor counts, or staff logs. The retained monthly analysis file contained a derived percentage labeled thermal_comfort_hours_pct, but it did not contain the interval-level operative temperature, mean radiant temperature, air speed, clothing, metabolic rate, prevailing outdoor temperature, equipment/window-state records, valid occupied-interval counts, or classification code needed to identify the standard, acceptability category, numerical limits, or mode-switch rule used in 2025. The percentage, therefore, could not be independently reconstructed and was not used for inferential conclusions. ANSI/ASHRAE Standard 55-202314 was consulted only as a reporting framework for the missing inputs; its adaptive and standard-method criteria were not retrospectively assigned to the archived percentages.
Measurement of material performance and wall condition
At baseline and at month 12, three fixed measurement zones were established on one representative external wall per building, at approximately 0.3, 1.2, and 2.1 m above the adjacent ground or floor level. The zones were marked using photographs and fixed reference distances. Height, orientation, substrate, finish, and access status were recorded, and inaccessible locations were retained as missing rather than replaced. Three T660 readings were obtained within a 150 mm radius at each height; their mean was used, and the set was repeated after inspection if one reading differed from the other two by more than 20%. The retained building-month file also contained 847 wall-moisture summary values. However, it did not preserve monthly visit dates, height-level readings, material-specific calibration equations, reference gravimetric measurements, or the aggregation and invalidity rules needed to reconstruct those monthly values. Monthly wall-moisture trajectories and longitudinal models were therefore treated as descriptive archive summaries and not used to draw inferential conclusions. Supplementary Figure S1 shows the baseline/month-12 wall assessment and indoor monitoring geometry.
The same fixed wall zones were used at baseline and month 12 to relate rain exposure, splashback, capillary rise, evaporation, indoor monitoring, and material condition measures. Wall moisture was measured with a dielectric moisture indicator. The moisture indicator manual characterizes readings in ordinary building materials primarily as comparative indications; conversion to mass-percent moisture requires a material-specific gravimetric calibration. The retained files did not contain the calibration specimens, equations, ranges, or uncertainty estimates, so the archived percentage values could not be independently traced to dry-basis gravimetric moisture content. The endpoint analysis used the archived derived values, and this measurement limitation was carried into the interpretation.
Soluble salts were screened in surface or shallow powder samples by aqueous extraction, followed by conductivity measurement using a benchtop conductivity meter. The retained analysis file contained a derived variable labeled soluble_salt_pct. However, the supplied records did not contain the dry sample masses, extraction volumes and durations, water-blank readings, calibration standards, temperature-compensation settings, raw conductivity readings, ion-specific measurements, or the equation used to derive percentage values. The percentage values, therefore, could not be independently reconstructed and were treated as unverified legacy-derived values rather than ion-specific concentrations; they were excluded from confirmatory material-family inference.
The primary outcome was defined as the building-level month-12 archived wall-moisture value, adjusted for its archived baseline value; the unadjusted change from baseline in percentage points was also reported. Confirmatory secondary material outcomes were visible deterioration area, ultrasonic pulse velocity, surface hardness, and maximum crack width. The archived soluble-salt percentage was reported only as an unreconstructed, legacy-derived variable and was excluded from confirmatory inference. Height-level observations were retained and averaged only for the prespecified building-level analyses.
Reconciliation of energy, occupancy, and operational-carbon records
Monthly electricity and fuel records were obtained from utility bills, submeters, or facility-management systems. All energy carriers were converted to kWh and matched to the monitored floor area boundary. For each building, the reconciliation factor was calculated by dividing the verified annual energy-use intensity by the sum of its available raw monthly energy-use intensities. Each available raw monthly value was then multiplied by this factor. Missing source months were retained as missing, and the available monthly profile was scaled without altering its relative seasonal pattern. The resulting monthly sum was checked against the verified annual total, and the raw values, reconciliation factors, reconciled values, and annual residual were retained in an audit file.
Weekly occupied hours were verified quarterly using access records, schedules, visitor counts, or staff logs. Annual energy use was reported as kWh/m2 and kWh/m2 per 100 occupied hours. Total and use-normalized energy were analyzed separately because adaptive reuse could increase service hours without changing energy use per unit of service.
Operational-carbon results were not reported because the retained study files did not document the applicable regional annual emission factor, source year, and system boundary sufficiently for verification. Because complete intervention quantities were also unavailable, no comparative claims were made for operational, embodied, avoided, or whole-life carbon. Retained-fabric information was described separately, and this limitation was identified in the Discussion.
Administration of postoccupancy, functional, and heritage measures
Between October 1 and December 15, 2025, six respondents were recorded for each building (n = 432). The retained analytical file identified one manager, one staff member, one visitor, one tenant, one conservation specialist, and one maintenance respondent per building. Each respondent had a unique within-building number, and no direct identifier or respondent-age field was present in the analytical file.
After participants had spent at least 30 min in the monitored space, the same author-developed questionnaire was administered. The retained analytical file contained five study-specific outcome scores: thermal comfort, perceived air quality, and overall satisfaction on numeric 1–7 ranges, and functional fit and heritage authenticity on numeric 0–100 ranges. The administered questionnaire, item wording, number of items contributing to each score, verbal endpoint anchors, scoring algorithm, administered-language version, translation/adaptation record, and validation record were not present in the supplied study files. Item-level responses were also unavailable; internal consistency, structural validity, test–retest reliability, and cross-cultural validity, therefore, could not be calculated. The outcomes were treated as exploratory, study-specific continuous scores rather than validated scales. Decimal values in the 1–7 fields were retained as recorded derived scores; the archive did not establish whether they represented multi-item means, continuous-slider responses, weighted scores, or transformed values.
The five questionnaire outcomes were analyzed separately at the respondent level. Outcome-specific available case samples were used because item-level responses and a missing-item scoring key were unavailable. Respondent-derived building means were calculated only for descriptive summaries and sensitivity analyses; the three similarly named fields in the building registry were not substituted because they were not exact means of the deposited respondent records deposited.
Validation of data and management of missing observations
All records were linked using a unique building identifier. The dataset was screened for duplicate timestamps, impossible dates, relative humidity values outside 0–100%, negative energy values, CO₂ values outside the validated instrument range, inconsistent units, and values outside instrument limits. Each flagged record was resolved against field forms, photographs, calibration records, sensor logs, and source documents. Physically plausible extreme values were retained when supported.
Missingness was summarized by variable, building, city, strategy, month, height, and source. Monthly sensor outcomes were not interpolated in the primary longitudinal analyses, and primary outcomes were not imputed. Complete observations were used for analyses with low missingness, whereas multiple imputation was used only for retained covariates with 5–20% missingness. The imputation variables, iterations, datasets, convergence, and pooling procedures were documented.
Cross-file consistency was audited before analysis. Included building identifiers were confirmed to match across the screening, building-level, monthly, material, and questionnaire datasets. The building-level analysis registry was used as the authoritative source for included-building city and strategy labels because the analytical files agreed with it, and it preserved the prespecified eight-building city-strategy cells. All original screening labels and corrections were retained in a separate audit file. Monthly energy use was reconciled to verified annual totals, and the raw monthly values, reconciliation factors, and residual checks were retained. Where specified, sensitivity analyses were restricted to buildings with at least 90% sensor completeness.
Setting the building-level sample size and balanced quotas
A target of 72 buildings was set a priori to fill the nine city-strategy quota cells, with 24 buildings per existing strategy and eight buildings per city-strategy cell. The retained study files did not include a verifiable a priori power calculation output; therefore, no minimum sample size based on 80% power is reported.
The study included 24 buildings per existing conservation strategy and eight buildings per city-strategy cell. These equal group sizes arose from stratified purposive quota sampling rather than randomization. The building was treated as the independent sampling unit for the primary analysis.
Calculation of psychrometric variables and statistical analyses
The statistical analyses were performed in Python 3.12.13 using pandas 3.0.5, NumPy 2.5.1, SciPy 1.18.0, and statsmodels 0.14.6. Continuous variables were summarized as mean ± SD or median (IQR), as appropriate, and categorical variables as n (%). Between-group differences were described using maximum absolute standardized mean differences (SMDs); baseline significance tests were not used to claim group equivalence. Large SMDs for strategy-defining variables were interpreted as expected design differences rather than evidence of exchangeability.
The primary ANCOVA was fitted with month-12 wall moisture as the outcome and conservation strategy as the principal exposure. Baseline wall moisture, city, age, wall thickness, rain exposure, drainage condition, and weekly occupied hours were included as covariates. Material compatibility was excluded from the primary covariate set because it helped define the strategy and could be downstream of strategy, and it was added only in a prespecified sensitivity model. Conservation-only served as the reference group. The global strategy F test, adjusted means, three pairwise contrasts, 95% confidence intervals, and Holm-adjusted P values were reported.
Repeated monthly humidity-ratio measurements were analyzed using generalized estimating equations with an exchangeable working correlation and building-clustered robust standard errors. The model included strategy, month, city, outdoor temperature, outdoor relative humidity, rainfall, weekly occupied hours, and environmental-control intensity. Complete monthly observations were used, and an omnibus two-degree-of-freedom strategy test was reported.
Repeated material measurements that had reconstructable measurement definitions were analyzed with observations nested within buildings and fixed effects for strategy, time point, sampling height, city, and the strategy × time interaction. Building-level mean changes with 95% confidence intervals were reported for direct interpretation.
Questionnaire outcomes were analyzed at the respondent level using Gaussian linear mixed-effects models with a random intercept for building. Separate models were fitted for thermal comfort, perceived air quality, functional fit, heritage authenticity, and overall satisfaction. Each model included conservation strategy, city, respondent role, weekly occupied hours, annual mean indoor relative humidity, and annual mean occupied-period carbon dioxide as fixed effects.
Respondent age was not included because no age or age-category field was retained. Available observations were used for each outcome, and the omnibus two-degree-of-freedom strategy test was reported. As a sensitivity analysis, each outcome was averaged within each building and analyzed using a linear model that included strategy, city, weekly occupied hours, annual mean indoor relative humidity, and annual mean occupied-period carbon dioxide. The building-mean analysis produced the same family-level classification for all five outcomes.
Secondary outcomes were interpreted in terms of material condition, indoor environment, energy, and questionnaire/heritage families. Benjamini–Hochberg false-discovery-rate control was applied within each family. The five questionnaire outcomes formed a single family, and their five omnibus strategy P-values were adjusted together. A threshold of q < 0.05 was used for conclusions within a family.
The primary model was repeated with material compatibility added as a sensitivity covariate. Strategy-by-city tests were treated as exploratory. The executable Python pipeline reproduced the primary ANCOVA (F(2,61) = 40.96, P < 0.001) and monthly humidity-ratio GEE (χ2(2) = 1.78, P = 0.410), audited the unreconstructed fields, generated descriptive tables and supporting figures, and preserved input hashes and software versions. The five-questionnaire-outcome mixed-model reanalysis and its building-mean sensitivity analysis were independently reproduced in R 4.6.0 using nlme 3.1-169. Supplementary Table S1 identifies the exact models, audits, and exclusions.