Exploring Deep Savings:
A Toolkit for Assessing Behavior-Based Energy
Interventions
Beth Karlin
Transformational Media Lab
University of California, Irvine
Papers listed here. Contact me for details: bkarlin@uci.edu.
Is Feedback Effective?
 100+ studies conducted since 1976
 Total n = 256,536 (mean 119/study)
 Mean r-effect size = .1174 (p < .001)
 Average energy savings: 9%
Significant variability in effects
(from negative effects to over 20% savings)
Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy
Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
Is Feedback Effective?
It depends…
Moderators identified in meta-analysis
• Study population (WHO?)
• Study duration (HOW LONG?)
• Frequency of feedback (HOW OFTEN?)
• Feedback medium (WHAT TYPE?)
• Disaggregation (WHAT LEVEL?)
• Comparison (WHAT MESSAGE?)
Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy
Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
Methodological Limitations
1. Not naturalistic
 Participants generally recruited to participate
 May be different from “active adopters”
2. Not comparative
 Most studies tests one type of feedback (vs. control)
 Very few studies isolating or combining variables
3. Not testing mediation
 DV is energy use, but studies rarely test possible
mediators to explain effectiveness
Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy
Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
Methodological Limitations
1. Not naturalistic
 Participants generally recruited to participate
 May be different from “active adopters”
2. Not comparative
 Most studies tests one type of feedback (vs. control)
 Very few studies isolating or combining variables
3. Not testing mediation
 DV is energy use, but studies rarely test possible
mediators to explain effectiveness
Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy
Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
Will they come?
If you build it,
Program x Outcome
y
Does it work?
Does program x lead to outcome y?
Program x Outcome
y
Questions remain…
What is the
program?
What is going on
here?
How do we measure
outcomes?
Does program x lead to outcome y?
Program x Outcome
y
A theoretical approach
Hypothesis /
Theory
Clearly defined and
operationalized
Metrics tested for
reliability & validity
Does program x lead to outcome y?
How and for whom does program x lead to outcome y?
How and For Whom?
How and for Whom?
Toolkits in other fields
Toolkits in other fields
Question Bias
Question Bias
Question Bias
Psychometrics
• Theory and technique of measurement:
knowledge, abilities, attitudes, traits
• Construction and validation of instruments:
questionnaires, tests, assessments
Psychometrics
Psychometric Properties
1.Factor Structure
2. Reliability
3. Criterion Validity
4. Sensitivity
Our Project
Initial
concept
paper
IEA DSM Task 24
Methods
review
Report for IEA
Karlin et al., 2015
Toolkit
Pilot
testing
Member
country
testing
Consultation
Feedback
SCE
Psychometric
testing
2013 201620152014
PG&E
Field testing
(scheduled)
Methodological Review
Karlin, Ford, Wu, & Nasser. (2015). What Do We Know About What We
Know? A Review of Behaviour-Based Energy Efficiency Data Collection.
IEA-DSM Task 24 Subtask 3 Report.
Karlin, Ford, Wu, & Nasser. (2015). What Do We Know About What We
Know? A Review of Behaviour-Based Energy Efficiency Data Collection.
IEA-DSM Task 24 Subtask 3 Report.
Data Collection Methods Used
Instruments Provided?
Karlin, Ford, Wu, & Nasser. (2015). What Do We Know About What We
Know? A Review of Behaviour-Based Energy Efficiency Data Collection.
IEA-DSM Task 24 Subtask 3 Report.
Toolkit Development
Energy Cultures Frameworks
Material
culture
Energy
practices
Norms
and
aspiration
s
Have
DoThink
Toolkit Development
Heating devices Energy sources
Insulation House structure
Have
Toolkit Development
Social
expectations and
Environmental
concern
Expected
warmth levels
Maintaining
traditions
Think
Toolkit Development
Turning on
heater
Putting on jersey
Maintaining heating
technologies
Drawing
curtainsDo
Toolkit Development
Have
DoThink
Have
DoThink
Energy Culture at start Energy Culture at end
Have
DoThink
Have
DoThink
Energy Culture at start Energy Culture at end
Intervention
Natural changes
User experience
Technology interaction
ControlGroupTreatmentGroup
Toolkit Development
Have
DoThink
Have
DoThink
Energy Culture at start Energy Culture at end
Have
DoThink
Have
DoThink
Energy Culture at start Energy Culture at end
Intervention
Natural changes
User experience
Technology interaction
ControlGroupTreatmentGroup
Next Steps
1. Psychometric testing (SCE)
2. Local field testing (PG&E / SCE)
3. Member country review
4. Global field testing
5. Wide scale adoption? 
Beth Karlin
Transformational Media Lab
University of California, Irvine
bkarlin@uci.edu
Thank you!
(comments and suggestions welcome)

Exploring Deep Savings: A Toolkit for Assessing Behavior-Based Energy Interventions

  • 1.
    Exploring Deep Savings: AToolkit for Assessing Behavior-Based Energy Interventions Beth Karlin Transformational Media Lab University of California, Irvine Papers listed here. Contact me for details: bkarlin@uci.edu.
  • 2.
    Is Feedback Effective? 100+ studies conducted since 1976  Total n = 256,536 (mean 119/study)  Mean r-effect size = .1174 (p < .001)  Average energy savings: 9% Significant variability in effects (from negative effects to over 20% savings) Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
  • 3.
    Is Feedback Effective? Itdepends… Moderators identified in meta-analysis • Study population (WHO?) • Study duration (HOW LONG?) • Frequency of feedback (HOW OFTEN?) • Feedback medium (WHAT TYPE?) • Disaggregation (WHAT LEVEL?) • Comparison (WHAT MESSAGE?) Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
  • 4.
    Methodological Limitations 1. Notnaturalistic  Participants generally recruited to participate  May be different from “active adopters” 2. Not comparative  Most studies tests one type of feedback (vs. control)  Very few studies isolating or combining variables 3. Not testing mediation  DV is energy use, but studies rarely test possible mediators to explain effectiveness Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
  • 5.
    Methodological Limitations 1. Notnaturalistic  Participants generally recruited to participate  May be different from “active adopters” 2. Not comparative  Most studies tests one type of feedback (vs. control)  Very few studies isolating or combining variables 3. Not testing mediation  DV is energy use, but studies rarely test possible mediators to explain effectiveness Karlin, Ford & Zinger. (In Press). The Effects of Feedback on Energy Conservation: A Preliminary Theory and Meta-Analysis. Psychological Bulletin.
  • 6.
    Will they come? Ifyou build it,
  • 7.
    Program x Outcome y Doesit work? Does program x lead to outcome y?
  • 8.
    Program x Outcome y Questionsremain… What is the program? What is going on here? How do we measure outcomes? Does program x lead to outcome y?
  • 9.
    Program x Outcome y Atheoretical approach Hypothesis / Theory Clearly defined and operationalized Metrics tested for reliability & validity Does program x lead to outcome y? How and for whom does program x lead to outcome y?
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
    Psychometrics • Theory andtechnique of measurement: knowledge, abilities, attitudes, traits • Construction and validation of instruments: questionnaires, tests, assessments
  • 18.
    Psychometrics Psychometric Properties 1.Factor Structure 2.Reliability 3. Criterion Validity 4. Sensitivity
  • 19.
    Our Project Initial concept paper IEA DSMTask 24 Methods review Report for IEA Karlin et al., 2015 Toolkit Pilot testing Member country testing Consultation Feedback SCE Psychometric testing 2013 201620152014 PG&E Field testing (scheduled)
  • 20.
    Methodological Review Karlin, Ford,Wu, & Nasser. (2015). What Do We Know About What We Know? A Review of Behaviour-Based Energy Efficiency Data Collection. IEA-DSM Task 24 Subtask 3 Report.
  • 21.
    Karlin, Ford, Wu,& Nasser. (2015). What Do We Know About What We Know? A Review of Behaviour-Based Energy Efficiency Data Collection. IEA-DSM Task 24 Subtask 3 Report. Data Collection Methods Used
  • 22.
    Instruments Provided? Karlin, Ford,Wu, & Nasser. (2015). What Do We Know About What We Know? A Review of Behaviour-Based Energy Efficiency Data Collection. IEA-DSM Task 24 Subtask 3 Report.
  • 23.
  • 24.
  • 25.
    Toolkit Development Heating devicesEnergy sources Insulation House structure Have
  • 26.
  • 27.
    Toolkit Development Turning on heater Puttingon jersey Maintaining heating technologies Drawing curtainsDo
  • 28.
    Toolkit Development Have DoThink Have DoThink Energy Cultureat start Energy Culture at end Have DoThink Have DoThink Energy Culture at start Energy Culture at end Intervention Natural changes User experience Technology interaction ControlGroupTreatmentGroup
  • 29.
    Toolkit Development Have DoThink Have DoThink Energy Cultureat start Energy Culture at end Have DoThink Have DoThink Energy Culture at start Energy Culture at end Intervention Natural changes User experience Technology interaction ControlGroupTreatmentGroup
  • 30.
    Next Steps 1. Psychometrictesting (SCE) 2. Local field testing (PG&E / SCE) 3. Member country review 4. Global field testing 5. Wide scale adoption? 
  • 31.
    Beth Karlin Transformational MediaLab University of California, Irvine bkarlin@uci.edu Thank you! (comments and suggestions welcome)

Editor's Notes

  • #3 When we have no idea… we might unplug to be safe. When we know…
  • #4 When we have no idea… we might unplug to be safe. When we know…
  • #5 Infrastructure is coming with the smart grid, technology is developed and being fine tuned via multiple presentation mediums AND culturally, we’re already there. Feedback is everywhere, calorie count of food, cotton counts on clothing. Information is popular!
  • #6 Infrastructure is coming with the smart grid, technology is developed and being fine tuned via multiple presentation mediums AND culturally, we’re already there. Feedback is everywhere, calorie count of food, cotton counts on clothing. Information is popular!
  • #7 Infrastructure is coming with the smart grid, technology is developed and being fine tuned via multiple presentation mediums AND culturally, we’re already there. Feedback is everywhere, calorie count of food, cotton counts on clothing. Information is popular!
  • #8 Infrastructure is coming with the smart grid, technology is developed and being fine tuned via multiple presentation mediums AND culturally, we’re already there. Feedback is everywhere, calorie count of food, cotton counts on clothing. Information is popular!
  • #9 Infrastructure is coming with the smart grid, technology is developed and being fine tuned via multiple presentation mediums AND culturally, we’re already there. Feedback is everywhere, calorie count of food, cotton counts on clothing. Information is popular!
  • #10 Infrastructure is coming with the smart grid, technology is developed and being fine tuned via multiple presentation mediums AND culturally, we’re already there. Feedback is everywhere, calorie count of food, cotton counts on clothing. Information is popular!
  • #13 65.9 billion kWh 5.8% of electricity in average home 7th most consuming activity behind: air conditioning, refrigeration, space heating, water heating, and lighting. Cost: 30-40 cents in an electric dryer; 15-20 cents in a gas dryer. Over its expected lifetime of 18 years, the average clothes dryer will cost you approximately $1,530 to operate. Do Not Use a Clothes Dryer........................ 23.6 million (21.2%) Use a Clothes Dryer.................................... 87.5 million (78.8%)
  • #14 65.9 billion kWh 5.8% of electricity in average home 7th most consuming activity behind: air conditioning, refrigeration, space heating, water heating, and lighting. Cost: 30-40 cents in an electric dryer; 15-20 cents in a gas dryer. Over its expected lifetime of 18 years, the average clothes dryer will cost you approximately $1,530 to operate. Do Not Use a Clothes Dryer........................ 23.6 million (21.2%) Use a Clothes Dryer.................................... 87.5 million (78.8%)
  • #15 65.9 billion kWh 5.8% of electricity in average home 7th most consuming activity behind: air conditioning, refrigeration, space heating, water heating, and lighting. Cost: 30-40 cents in an electric dryer; 15-20 cents in a gas dryer. Over its expected lifetime of 18 years, the average clothes dryer will cost you approximately $1,530 to operate. Do Not Use a Clothes Dryer........................ 23.6 million (21.2%) Use a Clothes Dryer.................................... 87.5 million (78.8%)
  • #16 65.9 billion kWh 5.8% of electricity in average home 7th most consuming activity behind: air conditioning, refrigeration, space heating, water heating, and lighting. Cost: 30-40 cents in an electric dryer; 15-20 cents in a gas dryer. Over its expected lifetime of 18 years, the average clothes dryer will cost you approximately $1,530 to operate. Do Not Use a Clothes Dryer........................ 23.6 million (21.2%) Use a Clothes Dryer.................................... 87.5 million (78.8%)
  • #17 65.9 billion kWh 5.8% of electricity in average home 7th most consuming activity behind: air conditioning, refrigeration, space heating, water heating, and lighting. Cost: 30-40 cents in an electric dryer; 15-20 cents in a gas dryer. Over its expected lifetime of 18 years, the average clothes dryer will cost you approximately $1,530 to operate. Do Not Use a Clothes Dryer........................ 23.6 million (21.2%) Use a Clothes Dryer.................................... 87.5 million (78.8%)
  • #31 Infrastructure is coming with the smart grid, technology is developed and being fine tuned via multiple presentation mediums AND culturally, we’re already there. Feedback is everywhere, calorie count of food, cotton counts on clothing. Information is popular!