Increasing use of the ground as a thermal reservoir is expected in the near future. Shallow geothermal energy (SGE) systems have proved to be sustainable alternative solutions for buildings and infrastructure conditioning in many areas across the globe in the past decades. Recently novel solutions, including energy geostructures, where SGE systems are coupled with foundation heat exchangers, have also been developed. The performance of these systems is dependent on a series of factors, among which the thermal properties of the soil play a major role. The purpose of this paper is to present, in an integrated manner, the main methods and procedures to assess ground thermal properties for SGE systems and to carry out a critical review of the methods. In particular, laboratory testing through either steady-state or transient methods are discussed and a new synthesis comparing results for different techniques is presented. In situ testing including all variations of the thermal response test is presented in detail, including a first comparison between new and traditional approaches. The issue of different scales between laboratory and in situ measurements is then analysed in detail. Finally, the thermo-hydro-mechanical behaviour of soil is introduced and discussed. These coupled processes are important for confirming the structural integrity of energy geostructures, but routine methods for parameter determination are still lacking.

The use of shallow geothermal systems for buildings and infrastructure conditioning has numerous recognized environmental and potential economic benefits and is expected to contribute to climate change mitigation. These systems are already used in many countries and are foreseen in many more. The study of their behavior is a subject of current research interest, including thermoactive or energy geostructures. In this work the mechanical effects of a thermal action, reflecting seasonal atmospheric conditions prevalent in Lisbon, Portugal, on a single 20-m-long thermoactive floating pile with different load levels, embedded in a normally consolidated saturated clay (speshwhite kaolin), are evaluated. For this purpose a critical state elastoplastic soil model with thermal hardening was formulated, implemented, and calibrated with experimental results for thermal expansion available in the literature. The numerical analyses performed revealed that the mechanical effects on the pile caused by thermal action can be significant.

Improving building thermal energy performance is essential to reducing energy consumption, minimizing carbon emissions, and enhancing occupants’ thermal comfort. For this purpose, there is an increasing research interest in this field of building energy performance. This review aims to present a precise and systematic overview of the sensitivity analysis in optimizing the thermal energy performance of buildings. The investigation covers various aspects, including sensitivity analysis techniques, key measures and variables, objectives and criteria, software tools, optimization methods, climate zones, building typology, and climate change effects. The findings reveal that sensitivity analysis is a powerful technique for optimizing energy performance and identifying adaptive strategies such as dynamic shading, reflective coatings, and efficient HVAC set points to address climate change. Most of the study also highlights that the temperature set point is the key influential parameter in both heating-dominant and cooling-dominant climate zones. This review offers critical insights on advancing sustainable building design, informing policy, and guiding future research in energy-efficient building solutions.

Shallow geothermal energy systems (SGES) may take different forms and have recently taken considerable attention due to energy geo-structures (EGS) resulting from the integration of heat exchange elements in geotechnical structures. Still, there is a lack of systematic design guidelines of SGES. Hence, in order to contribute towards that direction, the current study aims at reviewing the available SGES modeling options along with their various aspects and practices. This is done by first presenting the main analytical and numerical models and methods related to the thermal behavior of SGES. Then, the most important supplementary factors affecting such modeling are discussed. These include: (i) the boundary conditions, in the form of temperature variation or heat flow, that majorly affect the predicted thermal behavior of SGES; (ii) the spatial dimensions that may be crucial when relaxing the infinite length assumption for short heat exchangers such as energy piles (EP); (iii) the determination of SGES parameters that may need employing specific techniques to overcome practical difficulties; (iv) a short-term vs. long-term analysis depending on the thermal storage characteristics of GHE of different sizes; (v) the influence of groundwater that can have a moderating effect on fluid temperatures in both heating and cooling modes. Subsequently, thermo-mechanical interactions modeling issues are addressed that may be crucial in EGS that exhibit a dual functioning of heat exchangers and structural elements. Finally, a quite lengthy overview of the main software tools related to thermal and thermo-hydro-mechanical analysis of SGES that may be useful for practical applications is given. A unified software package incorporating all related features of all SGES may be a future aim.