Introduction
We will finish the Unit by looking at the case study that has to be completed and which forms the most significant of the assessment activities. We will explain what a case study is and how you could go about selecting a topic, gather and analyse information, and present your findings with a reasoned conclusion as a well-structured formal report. The case study will draw on many of the topics introduced earlier in the course.
The Case Study
A case study is a particular way of doing research. Data is collected for the purpose of exploring a specific question whose answer is either unknown or believed to be suspect. Don’t be put off by the idea of having to do some research at this stage as part of an assessment. The depth and scope of research is quite limited and is just the application of the information presented in the course so far to a very specific problem situation. Still, the results can be extremely valuable to yourself and for others engaged in similar work.
For example, it is one thing to pose the question: ‘How do we produce a PV system that can be manufactured for £0.50 per W?’ This effectively needs a scientific breakthrough and may require thousands of people and involve billions of pounds cost, without any guarantee of a result. One can also ask: ‘How long will a particular PV system take to pay back the initial capital cost where I live?’ This is clearly a question that can be answered, and the answer is of some value not just to the researcher but perhaps to many people living in that geographical area. The findings may be useful for decision making and one could consider disseminating or publicising the results for the benefit of others.
You are expected to identify a problem or question to do with renewable energy or energy use, seek out the relevant data and draw accurate conclusions. If you are unable to think of a topic, the tutor will assist in helping you select a standard problem to work on. But it is obviously preferable to select a topic that is connected with your own interests or employment.
To get started on the case study, agree the topic with your tutor who will give you a formal assessment sheet with some instruction on what you should look at. Investigate all the possible solutions to the question you pose or all aspects of subject you want to explore, including possibilities you do not necessarily favour or even want to consider. Evaluate them all objectively by gathering and analysing relevant information. Presents your recommendations in a logical conclusion, even if the result is not what you expected or wanted.
It is important to be honest and not just select data that supports your own argument or preference. Avoid bias: Anyone reading the report will quickly notice what is missing and will immediately question your conclusions. You may have no comeback and cannot argue your case afterwards
Figure 1: Start by choosing a problem or topic, consider all the options, investigate each, and draw reasoned conclusions. (© UHI, Owen Inger - Gray, LCC)
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Activity 1
- ‘A case study is an empirical inquiry that investigates a question within its real-life context. There is a reliance on multiple sources of evidence and will use quantitative and qualitative data.’ Explain what this statement means.
- How important is ‘generalisation’ in case studies?
Solution
a.
An ‘empirical enquiry’ is a procedure involving measurement. There is a belief that science should progress by gathering as much data as possible. The data is then ordered until a pattern emerges which is the visible outline of an underlying physical principle or rule.
Quantitative data has a value on the numerical scale whilst qualitative data is descriptive and may involve interpretation. For example, ‘1 metre is equal to 39.37 inches’ is quantitative whilst ‘1 metre is longer then 1 yard’ is qualitative.
So what does this have to do with case study? A case study looks at one particular situation in some detail. The case is evaluated by acquiring actual data. In our application, it might be energy usage and cost over the year. Proposals are presented and evaluated, again in a measurable way. You cannot use statements such as ‘This is a more costly solution but is balanced by a reduction in environmental damage.’ You have to provide a measure of you cost environmental damage first.
The case study therefore should have focus on a closed system that can be analysed in depth, and the analysis should involve the comparison of quantitative data.
Qualitative research is the process of collecting, analysing, and interpreting non-numerical data, such as language. Qualitative research can be used to understand how an individual subjectively perceives and gives meaning to their social reality. Qualitative data is defined as non-numerical data, such as text, video, photographs or audio recordings. This type of data can be collected using diary accounts or in-depth interviews, and analysed using grounded theory or thematic analysis.
Quantitative research involves the process of objectively collecting and analysing numerical data to describe, predict, or control variables of interest. The goals of quantitative research are to test causal relationships between variables, make predictions, and generalize results to wider populations.
b.
Generalisation is the idea that you can discover a general principle by the investigation of a single case. This is sometimes but not always true. If the case is unique then it is unlikely to reveal more than the very specific facets of that combination of entities and circumstances. It is best to design a case study so that the findings can be of greater value because they can be applied to related situations as well. Case studies that lend themselves to generalisation will tend to require more data to be collected and involve a greater depth of analysis. This is because you try to remove the restrictions that limit the scope (but simplify data collection) by modifying the scenario.
For example, a case study that tries to measure the output from a wind turbine at low level will be influenced by physical obstructions, but to consider a variety of heights high above building level make the results more generally applicable in that region.
Choosing a topic
The topic you choose should not require any physical data collection, interviews or surveys, nor should you conduct experiments. There is insufficient time allocated for that, and in any case these activities are beyond the scope and level of the Unit. You will eventually gather your own data when you progress to some of the specialised modules. For this level; you will work from published information, manufacturer data, or in fact any publicly available data that is accepted as reliable.
Figure 2: Storing wind power as pumped thermal electricity storage. [source] (public domain)
Figure 3: A potential system to generate sustainable electricity from roads and bridges by harvesting the kinetic energy of vehicles using piezoelectric materials in pavement. [source] (public domain)
Figures 2 and 3 are examples of systems that are not currently feasible and in the designing stages of their development. These are broad topic choices but can be broken down into specific areas to research and develop.
You can begin thinking about your choice of topic by relating the theory presented in the Unit to some aspect of renewable energy that interests you. Below are 10 examples that can be chosen if desired;
- What is the best way to use renewable energy with a particular community building, or new domestic building?
- Can an existing home be modified in an economic way to use renewable energy?
- What type of heat pump exchanger on a specific site will produce the highest COP and the best return?
- What is the best size of wind turbine to select for a particular application and how can the device be mounted?
- How should a solar HW/PV system be aligned to maximise output?
- How should energy from an intermittent renewable source be stored for a particular application?
- What is the wave or tidal source at a particular location and how can it be exploited?
- Is it feasible to install hydro or micro-hydro at a particular site?
- What is the role of mapping and other software tools in planning renewable energy systems?
- How can energy be saved in a specific building or with a specific mode of transportation?
The list is by no means definitive and is just offered as a selection. Note that with many of these topics, the most important factor is cost. The analysis will have to consider capital investment, possible grants available, the return, future variables such as technological breakthroughs and price fluctuations, and so forth. The environmental benefits cannot be ignored and should be factored in.
You should ensure the topic and your approach does not have some elementary flaw that invalidates the proposal, nor that the scope is too broad, and that it is feasible to get the information needed to arrive at an answer. Following scrutiny, if you see a problem with the idea it may not be necessary to completely abandon it — perhaps you could modify the topic or make the question more specific. If you are really stuck for an idea, think of questions that came to mind during your study that are of interest but were not answered satisfactorily in the notes or your additional reading. Another approach is to think about what aspect of the subject particularly interests you, perhaps the environment, or how you will later use the skills you are developing here in a future career.
Activity 2
- Make a list of possible case study topics that you feel you could look at. In each case, explain what aspect you want to focus on and why. Also state what you would expect the result of the case study would be, or you would like it to be.
- Make a list of renewable energy projects that have been completed locally. Do you feel that sufficient thought was given beforehand to planning the projects and evaluating the options.
Solution
a.
Be careful about your own expectations for the case study. You may be quite experienced and have a good intuitive idea of what to expect, but it is important not to prejudice the case studies by directing your data collection and analysis towards what you believe the outcome should be. Be open minded and critical. Look for flaws in what you may have accepted up to now as obvious and correct. It is normal to want the introduction of a renewable energy technology to make economic sense, and this may even be the motivation for the case study. But you must conduct the case study in a completely objective balanced way and report truthfully if the proposal is economically unsound. Don’t ignore factors such as maintenance of equipment, running casts, repairs etc that are important ongoing costs to swing the argument.
b.
Renewable energy is normally installed in public buildings, and you could look at these. One example is shown below.
Back in the early nineteenth century, the subsistence economy of Lewis was based on a plethora of small vertical axis or 'Norse' waterwheels. These powered the grindstones that ground the barley and oatmeal which formed the staple diet of the locals - wheat was unsuited to the infertile, acid soils and cool, damp climate of the Hebridean islands, and potatoes had not yet arrived. Change was just round the corner. Britain's Industrial Revolution was taking off, agricultural production on the mainland had taken great strides, and local landowners were keen to modernise.
In those days, the Mackenzie's built three modern horizontal axis watermills on the island in the years up to 1816. One of the new watermills was actually in the grounds of Seaforth Lodge itself, the home of the Mackenzie's. The site was known as Willowglen, the water came from the River Glen. What was initially dubbed the Stornoway Mill later became known as Latta's Mill after the death of John Latta in an accident there in 1834 — or possibly because the Latta family operated the mill for more than 20 years.
The Stornoway Waterwheel in the Castle Grounds has a water flow of 115 litres per second and a head of 6.45 metres. The energy available is therefore mgh Watts, or 115 x 9.81 x 6.45 = 7.28 kW (because 1 litre of water weighs 1 kilogram). The efficiency is of the order of 50% therefore the output is actually 3.64 kW, and should generate 35,000 units per year (assuming water is available).
Below is a dated technical drawing of the supposed watermill created in the past. The topography of the ground surrounding the mill will have changed through environmental conditions over the years so dimensions are not entirely valid.
Figure 4: The Stornoway Water Wheel at Lews Castle (© A.MacKenzie, UHI)
Figure 5: Original technical drawing of the design for the Stornoway Waterwheel. [Source] used under fair dealing.
Gathering Information
Having chosen your topic, you should then decide the way a renewable energy solution (or solutions) is (are) appropriate. In essence you will be comparing a renewable energy solution against the scenario where the traditional or existing energy source is retained unaltered, or making a comparison between different renewable energy solutions or combination of solutions using some previously stated criteria such as cost and/or environmental benefits. You can only make an effective evaluation if you have quality data available to you. Perhaps the most important is weather and climate data specific to your area. This can be obtained from the Met Office (for a price), or from independent weather stations operating near you, perhaps under the control of the local council. In the latter case, it is important to ensure the sensors have been regularly calibrated. Data might also be available from schools who run weather monitoring projects, or companies who have an interest in this data. Useful data could also be somewhere on the internet, a sensor with a web interface.
You will also need to know how specific renewable energy devices you are thinking of using will behave under the conditions encountered at your site. Download the user manuals and data sheets and study these. You will also need to know the costs involved—manufacturers rarely post prices online and you may have to email requesting this information.
Another common requirement is information about the population of an area and how energy is used. There are many sites on the internet where these government statistics are collated. Bear in mind the information is usually a few years out of date, but this is not necessarily a problem. You should also be aware of government legislation and grants available. All this information should be available on the internet.
There are times when you will not be able to obtain the information you need. If that happens, mention the problem in your report. Whilst this weakens your conclusions, someone else may extend your report as a project of their own by finding and analysing this missing information.
Figure 5 [source] (CC0)
You should understand what others are doing (or have done) on the same subject, perhaps in another geographical area or with a slightly different scenario. There are many reasons for this, including the avoidance of an unnecessary repetition of effort, and it is also possible that the work of others may benefit your project because you are perfectly entitled (and encouraged) to use and exploit their published data (if appropriate). You need a really good reason for rejecting or ignoring the findings of others.
The methodical process of searching for related work by others and how it impacts on your own work is a task called a subject review and at the very least familiarises you with the topic.
In referring to existing work, it is essential to reference the publication by a standard recognised method so that any interested reader can go back to the source to verify your reading or interpretation, or get more information.
Figure 7 [source] (CC0)
Activity 3
- How would you go about obtaining data relating to soil temperature with a view to installing a heat pump?
Solution
a.
The soil temperature near the surface can be estimated from the average air temperature over the year, but the situation is complicated by the nature of the soil, whether there is water present and the actual depth. The information about how the temperature varies with depth is generally known, but the specific temperature depends very much on the nature of the rock. Drilling bore holes is expensive (over £5,000 for a single hole, but becoming cheaper as more are drilled).
The best approach is to gain information from existing operational systems. Find out who has installed ground source heat pumps, what the configuration is and what energy is being obtained. By collating the data from multiple sites in an area with similar geology, it is possible to develop working guidelines for heat pump installation in that region.
There are different types of ground source heat pumps, and it is important to evaluate which system is most suitable for your home. The type of system and the scope of the installation project will also determine the overall costs of your ground source heat pump.
The costs associated with a borehole heat pump installation are directly proportional to such factors as borehole depth, borehole casing and sealing materials dimensions. In order to make sure that you will make the most out of the ground source heat pump boreholes you are planning to drill, you can order a geotechnical survey to be carried out beforehand.
Organising and Presenting the Results
Once all the data has been gathered, you then have to do the calculations. It is important these are repeated as a check to prevent errors, particularly when the results don’t feel right.
In some cases where the information is not available you will have to make assumptions. For example, you might assume that electricity prices will rise by 5% a year for the next 20 years. If such an assumption is made, it is important to justify the assumption as the economic viability of a proposal can rest on the assumptions made. This particular assumption about the price of electricity can be justified by projecting price rises over the previous 5 years into the future. It is not necessary to prove your assumptions, just show they are reasonable.
You may choose to use software to assist with data analysis and presentation, or even modelling the system.
It is important that you apply reasoning to decide on the merits of different possibilities. You should
try to think of all the factors (some perhaps obscure and tenuous) that would affect the outcome and deal with these. When you do arrive at a conclusion, it may be different to that expected from the outset, and might even be open. The conclusion should address the project objective presented in the introduction where the scope should have been expressed and a clear goal stated.
When it comes to preparing your work for submission, there is a particular style of formal writing that should be used which emphasises the logical flow of your argument and avoids 'chatty' imprecise use of language. Remember the point is not to entertain but to convey the information in the most succinct, accurate and logical way possible. Try to avoid repetition and time-wasting detours.
It is important to think about the person you are writing the report for when writing. Is the information for yourself, an interested but non-expert reader, or for an expert in the field? In each case the layout and writing style may differ.
The report ideally should be word processed and formatted to PDF. Converting to a PDF will prevent the document from changing when opened on a different machine. The report must be fully referenced.
The task is unsupervised and should take a specific number of hours to complete, e.g. 10 hours. The findings will be presented as a report of a specific word count (excluding graphs, charts, diagrams and appendices), e.g. 1250-1500 words, and emailed to the tutor. Dedicated hours and word count will be specified by your tutor.
Figure 8: The recommended structure of the final report. Modifications to the structure can be made if necessary to improve flow and readability. (© UHI, Owen Inger – Gray, LCC)
The submission is considered to meet the necessary standard if the problem is moderately complex, a solution is developed that is in accordance with legislation, improves energy efficiency and/or uses renewable energy sources, includes a comparison with conventional approaches listing the benefits and drawbacks, and is presented as a well-structured report.
The tutor will provide you with feedback after the report is assessed. Depending on the outcome, you may have to either modify and resubmit the proposal or prepare a completely new case study as a reassessment.
Activity 4
- Describe the argument you are going to present in your case study in a clear paragraph of writing.
- Produce a template of your case study report showing all the heading with a paragraph under each explaining what each section will contain.
- Explain what referencing scheme you are going to use and explain when you would need to use references.
Solution
a.
The argument will of course be your own, but an example is shown below:
Energy Storage Methods for Domestic Renewable Energy
This case study will compare the cost effectiveness of four different methods of storing energy to try to balance the intermittency of a 2.5 kW wind turbine. A storage time of up to one week is required of the storage mechanism. The options are a bank of Li-ion batteries, Lead-acid batteries, a hydrogen storage mechanism and the use of a large thermal mass. The cost and maintenance of all ancillary equipment and electronic components will be considered. The procedure will be to determine the capacity of each system. From this a list of components will be generated. Each system will be costed (including installation), and an evaluation will be made based on efficiency, cost, convenience, safety and space.
b.
Assuming the above proposal is approved (and this is not certain because the scope might be too great), an outline report might look like this:
Title: Author: Date
Table of Contents
1. Introduction
Explanation of how the output from a wind turbine is intermittent which makes it difficult to develop an off-grid supply. A storage mechanism would ease the problem but it should have a 7-day capacity as it is possible to go a week with very limited wind.
2. Current Situation
Explain what is done at the moment— reliance on the grid. Mention that the load variability if many people utilise wind micro-generation is exactly the same as having the intermittent turbines connected directly to the grid.
3. Proposal
Describe the four proposals and how each storage is going to be costed. Explain what wind data will be used.
3.1 Li-Ion
An evaluation of the capacity, cost , efficiency, safety, space requirement and convenience.
3.2 Lead Acid
An evaluation of the capacity, cost , efficiency, safety, space requirement and convenience.
3.3 Hydrogen
An evaluation of the capacity, cost , efficiency, safety, space requirement and convenience.
3.4 Thermal Mass
An evaluation of the capacity, cost , efficiency, safety, space requirement and convenience.
4. Other factors
Environmental, reliability and maintenance issues will be considered
5. Conclusion
An objective comparison is made between each of the four proposed solutions and a recommendation made. It may be that none of the proposals are appropriate and it may be necessary to suggest a more radical solution.
References
Appendix 1 Efficiency of Battery Storage
Appendix 2 Hydrogen Safety
Appendix 3 Electrolysers and Fuel Cells
Appendix 4 Inverters
Appendix 5 Thermal Storage
c.
Direct quotations, statements that need to be substantiated or backed up, sources of data, information about devices and equipment, web sites explaining how things are connected, all need to be referenced. It is possible to refer to a textbook that describes all the basis information to avoid having to reference everything or define every new term.
Harvard referencing will be used.
Example case studies
Below you will find links to example case studies relating to the field. You can use these as part of your work on this unit. Remember you can choose your own case study with permission from your tutor – you do not have to use one of these. You will require Microsoft Publisher to open the file.
Case Study 1 - Energy Performance In Buildings
Case Study 2 - Wind Energy Storage
Case Study 3 - Off Grid Building Energy
Case Study 4 - Anaerobic Digester
Case Study 5 - Vehicle Performance
If you have enjoyed this topic and wish to read further, more notes can be found by following the link below. You will require Microsoft Publisher to open the file: