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The CHEWMA Chart: A New Statistical Control Approach for Microclimate Monitoring in Preventive Conservation of
Ignacio Díaz-Arellano1, Manuel Zarzo1
1Department of Applied Statistics and Operational Research and Quality, Universitat Politècnica de València, Camino de Vera s/n, 46022 Valencia, Spain.
Abstract:
A new statistical control chart denoted as CHEWMA (Cultural Heritage EWMA) is proposed for microclimate monitoring in preventive conservation. This tool is a real-time detection method inspired by the EN 15757:2010 standard, serving as an alternative to its common adaptations. The proposed control chart is intended to detect short-term fluctuations (STFs) in temperature (T) and relative humidity (RH), which would enable timely interventions to mitigate the risk of mechanical damage to collections. The CHEWMA chart integrates the Exponentially Weighted Moving Average (EWMA) control chart with a weighting mechanism that prioritizes fluctuations occurring near extreme values. The methodology was validated using RH time series recorded by seven dataloggers installed at the Alava Fine Arts Museum, and, from these, seventy simulated time series were generated to enhance the robustness of the analyses. Sensitivity analyses demonstrated that, for the studied dataset, the CHEWMA chart exhibits stronger similarity to the application of EN 15757:2010 than other commonly used real-time STF detection methods in the literature. Furthermore, it provides a flexible option for real-time applications, enabling adaptation to specific conservation needs while remaining aligned with the general framework established by the standard. To the best of our knowledge, this is the first statistical process control chart designed for the field of preventive conservation of cultural heritage. Beyond assessing CHEWMA's performance, this study reveals that, when adapting the procedures of the European norm by developing a new real-time approach based on a simple moving average (herein termed SMA-FT), a window of approximately 14 days is more appropriate for STF detection than the commonly assumed 30-day period in the literature.
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