Creating a climate rule takes you through a four-step wizard: Name, Thresholds, Units, and Summary. After saving, you can optionally set up a notification rule so the right people are alerted when a threshold is breached.
To start, go to the Rules tab and click New climate rule + in the top right corner.
Step 1: Name
Give your rule a clear, descriptive name. This name appears across the platform wherever the rule is referenced, so make it easy to recognise.
Examples: "Storage Room Standards" or "Gallery A Temperature & Humidity".
Click Next to continue.
Step 2: Thresholds
Define the climate conditions the rule will monitor. You can set thresholds for any combination of the following:
- Temperature (°C)
- Humidity (%RH)
- Lux
- UV
Toggle on the metrics you want to monitor. For each one, set four values:
- Critical lower bound: the point below which a critical alert fires
- Optimal lower bound: the lower edge of the acceptable range
- Optimal upper bound: the upper edge of the acceptable range
- Critical upper bound: the point above which a critical alert fires
If you are unsure what values to use, conservation guidelines such as PAS 198 or your institution's collection care policy are a good starting point. You can always adjust thresholds later.
How it works
Click How it works at the top of this step for a visual explanation. The four values create three colour-coded zones:
- Optimal zone (green): the range between the optimal bounds, used for all calculations and statistics such as "time outside of optimal bounds"
- Warning zone (yellow): the range between the optimal and critical bounds. Entering it is logged and shown below each graph, but notifications cannot be set up for this zone
- Critical zone (red): the range beyond the critical bounds. Entering it is logged, and if notifications are set up, they fire when a reading breaches a critical bound
Metrics you leave toggled off will not be monitored by this rule. You can enable them at any time by editing the rule.
Click Next to continue.
Step 3: Units
Assign sensors to this rule. A list of all sensors registered to your account appears, grouped by site. Click + Add next to any sensor to include it, or + Add all to add every sensor in a site at once.
Added sensors are highlighted and marked Added ✓. Use the search bar to find a specific sensor by name, or Remove all to clear a site.
Click Next to continue.
Step 4: Summary
Review the rule name, the number of thresholds set, and the number of sensors added. If everything looks correct, click Save Climate Rule.
After saving
A confirmation screen shows Climate rule created! along with the rule name.
You will be asked: Do you want to notify someone if thresholds is breached?
- Click Set up notification rule to set up a notification rule now. See Setting up notifications for a rule for the full walkthrough.
- Click Done to finish without a notification. You can always add one later from the Recipients tab inside the rule.
Without a notification rule, the rule still monitors your sensors and displays breaches in Custodian. You simply will not receive an SMS or email alert when something goes out of range.