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Educational use: ElectraCore supports learning and preliminary checks. It does not replace a competent electrician or engineer. Verify results, equipment data, and current local regulations before installation or live work.
Courses/Solar PV & Renewables/System Design & Sizing

lesson · 10min · Lesson 6 of 29

Site survey: roof orientation, shading, pitch

Course syllabusCourse overview
01PV Physics & Panel Technology
  1. ReadPhotovoltaic effect: how a cell works
  2. ReadMonocrystalline vs polycrystalline vs thin-film
  3. ReadPanel specifications: Voc, Vmp, Isc, Imp
  4. ReadTemperature and irradiance effects
  5. quizPV physics quiz
02System Design & Sizing
  1. ReadSite survey: roof orientation, shading, pitch
  2. ReadString sizing: voltage and current matching
  3. ReadSeries vs parallel string configurations
  4. ReadYield estimation: kWh/kWp calculations
  5. exerciseSystem sizing design exercise
03Inverters
  1. ReadString inverters: topology and MPPT
  2. ReadMicroinverters and power optimisers
  3. ReadHybrid inverters for battery systems
  4. ReadInverter selection criteria
  5. quizInverter quiz
04Battery Storage
  1. ReadBattery chemistries: LFP vs NMC
  2. ReadBattery sizing for self-consumption
  3. ReadAC vs DC coupled systems
  4. ReadBattery safety and installation requirements
  5. exerciseBattery sizing exercise
05Grid Connection
  1. ReadG98: systems up to 3.68kW per phase
  2. ReadG99: larger systems, DNO approval
  3. ReadExport limitation and smart export tariffs
  4. ReadGeneration and export metering
  5. quizGrid connection quiz
06Installation & Commissioning
  1. ReadRoof mounting systems: rail and clamp
  2. ReadDC cable sizing and routing
  3. ReadCommissioning and functional testing
  4. quizFinal assessment
Lesson · 10min
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In this lesson

PurposeCore theoryWorked exampleKnowledge checkSources

In this lesson

PurposeCore theoryWorked exampleKnowledge checkSources
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ElectraCore lesson handout

Site survey: roof orientation, shading, pitch

Solar Pv · Lesson 6 · Intermediate

IntermediateReview: professional review pending

Purpose

Conduct a PV site survey that joins solar-resource, structural, fire, electrical and safe-access evidence.

Before you beginElectrical fundamentals · DC voltage and current

Learning objectives

  • Interpret the governing data
  • Calculate on a declared basis
  • Identify design limits
  • State uncertainty

Orientation and pitch matter, but a defensible survey also captures shading through time, usable geometry, structure, roof condition, wind, fire pathways, cable routes and electrical connection constraints.

ARRAY STRING AND YIELD DESIGNARRAY STRING AND YIELD DESIGNMODULEMPPTcold Voc · hot Vmpirradiance · temperature · shading · exact product limits

Core theory

Record location, horizon/shading objects, azimuth, pitch, usable dimensions and exclusion zones. A single midday photograph cannot characterize seasonal shading.

A competent structural assessment addresses roof construction/condition, imposed loads, wind uplift, fixing zones and waterproofing. Survey access must not damage fragile roofs or expose people to falls.

Trace inverter/battery locations, DC and AC routes, earthing/bonding, supply/earthing system, meter/service equipment, consumer unit, network constraints, fire-service considerations and maintenance access.

Terms, symbols, and units
TermMeaningSymbolUnit
AzimuthHorizontal direction of module faceNot applicabledegrees
PitchTilt from horizontalNot applicabledegrees
Solar horizonAngular obstruction profile around the siteNot applicableNot applicable
Worked exampleA south-facing roof has 24 m² gross area but 6 m² access/fire exclusions and 4 m² seasonally shaded.

Assumptions: Areas do not overlap.

  1. Subtract: Preliminary unshaded usable area=24−6−4=14 m².
  2. Qualify: Module layout, fixing zones, wind and shading model still require validation.
  3. Boundary: Carry the result into the remaining product, safety and design-limit checks before selection.

Preliminary usable area is 14 m², not a completed array layout.

Reasonableness check: Exclusions reduce rather than increase gross roof area.

Common mistakes
  • Treating STC as guaranteed field output
  • Using nominal values instead of exact datasheets
  • Ignoring temperature, tolerance or mismatch

Where this appears in practice

Traceable PV design uses exact product data, site evidence and compatible worst-case assumptions.

SafetyPV arrays can sustain hazardous DC voltage and arcs whenever illuminated. Use competent PV-specific isolation, connectors, PPE and access controls.
Local code checkUse the exact module, inverter, mounting and protection manufacturer data; current IEC/BS EN/BS 7671 requirements; MCS standards where applicable; site-specific climate, structure, fire, wind, shading and DNO constraints. PV conductors remain live in daylight. Classroom calculations do not authorise roof access, DC connection, isolation or energisation.

Knowledge check

Can orientation and gross roof area alone approve an array?

No. Structure, wind, fire, shading, access and electrical constraints remain.

Answer: No. Structure, wind, fire, shading, access and electrical constraints remain.

Practical exercise

Complete a supplied site-survey checklist and raise missing-evidence actions.

Summary

  • Conditions define the value
  • Worst cases must be compatible
  • Record sources and assumptions

Sources and review

  • IEC 61215-2:2021: Terrestrial photovoltaic modules: test procedures: IEC; 2021; International
  • HEM-TP-18 PV generation and self-consumption: UK Government; Current published methodology; United Kingdom
  • PV research data and modelling tools: National Renewable Energy Laboratory; Current online resources; International research

Editorial review date: 2026-08-22. Professional electrical review is pending.

Educational material for learning and preliminary checks. Verify current local requirements and exact equipment instructions. This lesson does not replace competent professional work.

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