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Exterior Shades and Overhangs

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Step outside on a summer afternoon and stand in the shade of an eave. The temperature difference between sun and shade is dramatic, and it is the same difference a window feels. Shading a window from the outside keeps the sun's energy from ever reaching the glass, which makes it the most effective single way to cool a sun baked room.

Why outside beats inside

Once sunlight has gone through a pane, it is already inside the house. A blind or curtain can catch part of it, but the heat stays in the room. A shade on the outside intercepts the light before it touches the glass, so the glass itself stays cooler and far less heat gets conducted inward. That is why a roof overhang, an awning or a screen often outperforms a much more expensive window upgrade.

Reading the sun's path

The sun travels a different arc in each season. In summer it rides high in the sky and in winter it rides low. That means a fixed horizontal overhang above a south facing window can block the high summer sun while letting the lower winter sun reach the glass. A west window is harder, since the late sun comes in low and sideways, so a horizontal overhang cannot help much. For west and east walls, vertical elements or angled slats work better because they cut off sideways light.

A quick method to check the effect: on a clear afternoon, observe where the shadow of the eave falls on the wall at the hottest hour. If the shadow covers the window then, the shading is doing its job.

The main options

Roof overhangs and eaves

Deeper eaves are the most permanent form of shade. They are best planned when a house is designed or extended, since changing a roof edge involves structure and drainage. A rough rule says the overhang should project a good fraction of the window height above the sill, though the exact number depends on orientation and latitude.

Fixed awnings

Metal or fabric awnings mounted above the window are simpler to add than extended eaves. A fixed awning gives steady shade, and a good one is made of durable material that resists wind and fading. Slope and projection decide how much sun it blocks.

Retractable awnings

These extend in summer and retract in winter or in high wind. They offer flexibility, though they have moving parts and need to be rolled in when strong gusts are forecast.

Solar screens

A woven mesh stretched over a frame mounts on the outside of the window. Different weaves block different amounts of sun, and a tighter weave blocks more but also dims the view. They are comparatively inexpensive, can be removed in winter and keep insects out when the window is open.

Louvers and slatted screens

Angled slats of wood, metal or composite material let air and some light through while blocking direct sun. They can be fixed or adjustable. They also add a visual feature to a facade.

Trees and plantings

A deciduous tree on the sunny side shades in summer and drops its leaves in winter. In a desert region, water use and the size of the mature tree must be considered, and a tree should be planted far enough from the house that roots and branches cause no damage.

Materials in extreme sun

Surfaces in a very hot climate get punished. Dark metal gets hot enough to burn skin, and cheap plastics become brittle. Light colored, reflective finishes stay cooler and last longer. Fabric needs to be rated for ultraviolet exposure and wind. Fasteners should be corrosion resistant, and anything that can catch the wind needs solid anchoring into framing rather than only into stucco.

Wind and sand

Strong gusts can tear a lightweight awning from its brackets. Choose sturdy hardware, and follow the manufacturer's wind rating. A retractable unit should have a wind sensor or at least a habit of being retracted whenever a gusty day is expected. Solar screens catch sand in their weave, so they need rinsing from time to time.

Check with the rules

Many communities and homeowner associations regulate the look of additions on the front of a house, and building permits may be required for permanent structures. A short call to the local building department and a read of any association guidelines prevents a surprise later.

Planning steps

  1. Observe each window in the afternoon and note the sun angle.
  2. Choose the shade type by orientation: horizontal for south, vertical or slatted for east and west.
  3. Pick materials rated for strong sun and wind.
  4. Check any permit or association requirements.
  5. Install, then compare the room temperature at the same hour against the earlier reading.

Sizing a fixed overhang

For a south facing window, a useful starting estimate is that the overhang should project far enough that its shadow reaches at least the bottom of the glass at the hottest time of a summer day. The exact depth depends on the height of the window above the sill, the latitude and how much of the shading is wanted in spring and autumn. Many people sketch the sun angle on a card, or ask a designer to run a shadow study, because a few inches of difference in depth change how many weeks of the year are covered.

An overhang that is too short gives shade only on the hottest days of midsummer and leaves the shoulder months baking. An overhang that is too deep darkens the room in winter, when warmth and light are welcome. A slightly adjustable system, such as a retractable awning or a louvered pergola, avoids the compromise.

Shading doors as well

A kitchen glass door onto a patio behaves like a very large window. A pergola with slats, a covered porch or a deep patio roof shades the door and also makes the outdoor area more usable. Vines on a trellis provide seasonal shade, though in a dry region their water needs should be weighed first. A door facing west often benefits from a vertical screen at its side, which blocks the low sun that slips under any horizontal cover.

Maintenance over the years

  • Rinse fabric awnings and solar screens to clear sand and dust, which can abrade the fibers.
  • Inspect brackets and fasteners every year, especially after a windstorm.
  • Check the hinges and motors on retractable units, and lubricate them as the maker advises.
  • Replace any fabric that is torn, since a tear can spread quickly in gusts.
  • Look for rot in wooden slats and repaint or reseal them before the finish fails.

Combining shade with air movement

A shaded patio next to the kitchen window often stays much cooler than a bare one, and the cooler air near the glass reduces the heat that conducts in. A light colored ground surface, or a bit of planting that is happy in dry conditions, lowers the heat reflected up at the window. These small touches stack with the main shade and help the kitchen stay comfortable on the longest days of the year.

Pairing exterior shade with a coated pane is the classic layered approach. The shade deals with the sun's raw energy, the coating deals with what slips past, and the kitchen is left far cooler than any single measure would manage.