Faculty of Architecture and Urbanism at the University of São Paulo (FAUUSP), FAU Cidade Universitária. Rua do Lago, São Paulo, Brazil.
HERD. 2023 Jul;16(3):338-361. doi: 10.1177/19375867231166094. Epub 2023 May 8.
To present a systematic literature review on predesign evaluation (PDE), postoccupancy evaluation (POE), and evidence-based design (EBD); to delimit the concepts and relationships of these terms and place them in the building life cycle framework to guide their application and indicate a common understanding and possible gaps. The preferred reporting items for systematic reviews and meta-analyses protocol was used. Inclusion criteria cover texts that present a concept, method, procedure, or tool and use the example in healthcare services or other environments. The reports were excluded if there was no evidence of a relationship between the terms, if cited rhetorically, duplicated, or if an instrument was not related to at least one other term. The identification used Scopus and Web of Science and considered reports until December 2021 (search period). When extracting the evidence, formal quality criteria were observed and sentences and other elements were collected as evidence and tabulated to segment topics of interest. The searches identified 799 reports with 494 duplicates. In the selection, 53 records were selected from 305 obtained in 14 searches. The classification extracted concepts, relationships, and frameworks. Results indicate a consistent understanding of POE and EBD and a diffuse understanding of PDE. A summary of the three concepts including two frameworks is proposed. Situations are contextualized where these frameworks are used in specific areas of research. One of these frameworks provides a basis for classifying building assessment methods, procedures, and tools but does not detail the classification criteria. Thus, more detailed adjustments should be considered in specific studies.
本文旨在对预设计评估（PDE）、使用后评估（POE）和循证设计（EBD）进行系统文献综述；对这些术语的概念和关系进行界定，并将其置于建筑生命周期框架中，以指导其应用，并指出共同的理解和可能存在的差距。本研究使用了系统评价和荟萃分析报告的首选报告项目。纳入标准涵盖了提出概念、方法、程序或工具的文本，并在医疗保健服务或其他环境中使用示例。如果术语之间没有证据表明存在关系，如果是引用修辞性的、重复的或工具与至少另一个术语没有关系，则排除报告。识别使用了 Scopus 和 Web of Science，并考虑了截至 2021 年 12 月（搜索期）的报告。在提取证据时，观察了正式的质量标准，并收集句子和其他元素作为证据，并进行制表以划分感兴趣的主题。搜索共确定了 799 份报告，其中有 494 份重复。在选择过程中，从 14 次搜索中获得的 305 份报告中选择了 53 份记录。分类提取了概念、关系和框架。结果表明，对 POE 和 EBD 的理解是一致的，而对 PDE 的理解则较为分散。本文提出了这三个概念的概述，包括两个框架。对这些框架在特定研究领域的使用情况进行了情境化处理。其中一个框架为建筑评估方法、程序和工具的分类提供了依据，但没有详细说明分类标准。因此，在具体研究中应考虑更详细的调整。
