# County Filter Calculations

This document records the equations, implementation behavior, and review notes
for the 12 county filters currently exposed by the climate explorer.

## Scope and notation

The current metric list is defined in `app.js` under `METRICS`. Unless noted
otherwise, long-term climate metrics use the 1991--2020 reference period.

| Symbol | Meaning |
| --- | --- |
| \(c\) | County |
| \(i\) | Raster or model grid cell |
| \(m\) | Calendar month |
| \(d\) | Calendar day |
| \(h\) | Hour or NSRDB time row |
| \(y\) | Year |
| \(G_c\) | Valid grid cells assigned to county \(c\) |
| \(V_c\) | Valid observations for county \(c\) |
| \(\mathbf{1}[A]\) | 1 when condition \(A\) is true; otherwise 0 |
| \(\operatorname{clip}(x,a,b)\) | Restrict \(x\) to the interval \([a,b]\) |

Missing values are omitted from means unless a metric-specific rule below says
otherwise.

## Browser filter predicate

For every numeric metric, a county is active when its value is finite and falls
inside the selected range, including both endpoints:

$$
\operatorname{passes}(c) \iff L \le x_c \le U.
$$

For a categorical metric:

$$
\operatorname{passes}(c) \iff
\left(F=\text{All}\right) \lor \left(x_c=F\right).
$$

The Köppen-Geiger filter also matches Mixed counties by their top two classes;
see §1.

Counties with missing categorical values, null numeric values, or non-finite
numeric values do not pass. The numeric slider limits are derived from the
loaded data and rounded outward by each metric's configured `boundsStep`.

Implementation: `shouldFeaturePassFilter` and `getUniqueCategoryValuesInData`
in `app.js`.

## Filter inventory

| Group | UI label | Data key | Type | Display unit |
| --- | --- | --- | --- | --- |
| Climate Classification | Köppen-Geiger Climate Class | `koppenZone` | Categorical | Class |
| Temperature & Extremes | Annual Avg Temperature (Normals) | `avgTempF` | Numeric | °F |
| Temperature & Extremes | Diurnal Temperature Range | `avgDiurnalTempRangeF` | Numeric | °F difference |
| Temperature & Extremes | Annual Extreme Temperature Days | `absoluteExtremeDays` | Numeric | Days/year |
| Temperature & Extremes | Annual 90 F+ Heat Index Days | `humidHeatDays` | Numeric | Days/year |
| Precipitation & Moisture | Annual Precipitation (Normals) | `annualPrecipIn` | Numeric | Inches/year |
| Precipitation & Moisture | Seasonality Index | `seasonalityIndex` | Numeric | 0--100 index |
| Precipitation & Moisture | Wettest Month | `wettestPrecipMonth` | Categorical | Month |
| Precipitation & Moisture | Driest Month | `driestPrecipMonth` | Categorical | Month |
| Precipitation & Moisture | Summer Specific Humidity | `avgSummerSpecificHumidityGKg` | Numeric | g/kg |
| Solar Resource | Mean Daily Global Horizontal Radiation (GHI) | `meanDailyGlobalHorizontalRadiationKwhM2Day` | Numeric | kWh/m²/day |
| Solar Resource | Clear-Sky GHI Reduction Index | `clearSkyGhiReductionIndex` | Numeric | Ratio |

## 1. Köppen-Geiger Climate Class

**Data keys:** `koppenZone`; `koppenPrimaryClass` and `koppenSecondaryClass`
for Mixed counties

There is no continuous numerical score. Each county is classified from the
share of its land covered by each Köppen class. The rule was adopted on
2026-09-12 and applied to `data/climate-data.csv` on 2026-09-13.

Let \(s_{c,k}\) be the share of county \(c\)'s land area covered by class \(k\).
Each valid raster cell is weighted by the area of the cell that lies inside the
county, \(a_{c,i}\); ocean and no-data cells are excluded:

$$
s_{c,k}
=
\frac{\sum_{i}a_{c,i}\,\mathbf{1}[K_i=k]}{\sum_{i}a_{c,i}}.
$$

Rank the classes so that \(s_{c,(1)}\ge s_{c,(2)}\ge\cdots\), with
\(s_{c,(2)}=0\) when only one class is present. A county is **predominantly**
class \(k_{(1)}\), shown as a single color, if and only if both conditions hold:

$$
K_c=
\begin{cases}
k_{(1)}, & s_{c,(1)}\ge0.50 \;\text{and}\; s_{c,(1)}-s_{c,(2)}\ge0.05,\\
\text{Mixed}, & \text{otherwise}.
\end{cases}
$$

The gap is measured in percentage points. A county that fails either condition
is classified as **Mixed** (shown as "Mixed Climate"). For Mixed counties,
\(p_c=k_{(1)}\) and \(q_c=k_{(2)}\) are stored in `koppenPrimaryClass` and
`koppenSecondaryClass`, and the map draws the county with stripes of those two
classes (see [koppen-mixed-display-plan.md](koppen-mixed-display-plan.md)).
Both columns are blank for predominant counties. A county with no valid raster
cells is left blank; none in the 50 states and DC is.

Each county is read from a small raster window around its polygon. Each cell is
split into 16 × 16 sub-cells to estimate the fraction inside the county, and
scaled by \(\cos(\text{latitude})\) for its true surface area. A county whose
polygon crosses the 180th meridian (Aleutians West, AK) is split into one piece
on each side, and each piece is read from its own window.

**Filter.** Choosing a class \(F\) shows counties that are predominantly that
class and Mixed counties where it is the primary or secondary class; the
"Mixed Climate" option shows every Mixed county:

$$
\operatorname{passes}(c) \iff
\left(F=\text{All}\right) \lor \left(K_c=F\right) \lor
\left(K_c=\text{Mixed} \land F\in\{p_c,q_c\}\right).
$$

Implementation: `scripts/build_county_koppen_metric.py` (`rank_class_shares`,
`classify`, `build_koppen_records`) writes `data/metrics/koppen.csv`; area
weighting, raster windows, and the 180th-meridian split are in
`scripts/common/county_zonal_stats.py`;
`scripts/apply_koppen_metric_to_climate_data.py` copies the three columns into
`data/climate-data.csv`; the filter is `shouldFeaturePassFilter` in `app.js`.

**Rationale.** No published standard defines when an area is predominantly one
Köppen class; the classification is defined per grid cell. The 50% condition
means the label describes more than half of the county's land. The 5-point gap
condition catches near 50/50 splits, such as Schenectady, NY (Dfb 50.1%,
Dfa 49.9%), where a single label would rest on a margin of a few tenths of a
point. Map-unit purity standards from other fields were considered and
rejected: the FAO Land Cover Classification System treats a unit as single
only above 80%, and USDA soil survey consociations allow roughly 15--25%
dissimilar inclusions. Applied to counties, those thresholds would mark about
40--47% of the map area as mixed. A published county-level Köppen dataset
(Audirac, Harvard Dataverse, 2024) uses the plurality class and reports the
share of every class, without a threshold.

**Results.** Using the Beck et al. 2023 1991--2020 1 km raster, for the 3,143
counties in the 50 states and DC:

| Classification | Counties | Share of counties | Share of map area |
| --- | --- | --- | --- |
| Predominant (single class) | 3,010 | 95.8% | 85.6% |
| Mixed climate | 133 | 4.2% | 14.4% |

Of the 133 mixed counties, 111 have no class covering 50% or more (37 of
these also have a gap under 5 points), and 22 have a majority class whose
runner-up is within 5 points. They are concentrated in the mountain West and
Alaska: Colorado and Alaska (13 each), California and Montana (12 each),
Washington (10), Idaho (9), and Utah (8). No county's top three classes fall
within 2 points of one another, so no additional mixed categories are needed.

**Compared with the previous method** (below). Every county whose label changed
became Mixed; no county moved to a different single class. The touched-cell
counts and the area-weighted shares pick a different plurality winner in only
3 counties (Denver, CO; Schenectady, NY; Hood River, OR), all of which are
Mixed under this rule. Applying this rule to touched-cell counts instead of
area-weighted shares would classify 9 counties differently, because
touched-cell counts give full weight to boundary cells that are mostly
outside the county.

**Boundary cases.** Five counties lie within 0.25 points of a cutoff that
decides their outcome: Sanpete, UT (Dfb 49.93%, Mixed), Giles, VA (49.95%,
Mixed), Placer, CA (Csa 50.22%), Albany, WY (Dfb 50.24%), and Park, MT (gap
5.23 points, Dfb). Their classification depends on the precision of the
area weighting. Aleutians West, AK (02016) spans the antimeridian, so its
shares were computed without sub-cell sampling. Puerto Rico is not covered by
these figures; it has 9 more Mixed counties and is not shown in the app.

### Previous method

Until 2026-09-13, `koppenZone` was the most frequent valid Köppen raster code
among the cells touched by the county polygon:

$$
K_c = \underset{k}{\arg\max}\;
\sum_{i\in G_c}\mathbf{1}[K_i=k].
$$

Cells were equally weighted, regardless of how much of each cell lay inside the
county; an exact tie went to the smallest raster code, and a county with no
valid cell was assigned `Cfa`. `scripts/build_county_climate_data.py` still
computes this value until that script is retired (pipeline plan, Phase 3), so
the Köppen apply step must run after it.

## 2. Annual Avg Temperature (Normals)

**Data key:** `avgTempF`

If the NOAA source is a historical monthly series, the script first forms a
1991--2020 climatology for each calendar month and cell:

$$
T_{i,m}^{\mathrm{norm}}
=
\frac{1}{Y_{i,m}}
\sum_{y\in V_{i,m}}T_{i,m,y}.
$$

The monthly county value is an unweighted mean of valid touched raster cells:

$$
T_{c,m}
=
\frac{1}{|G_{c,m}|}
\sum_{i\in G_{c,m}}T_{i,m}^{\mathrm{norm}}.
$$

The annual value is the equally weighted mean of the available monthly values,
converted from Celsius to Fahrenheit:

$$
T_c(^\circ\mathrm{F})
=
\left(
\frac{1}{M_c}\sum_{m\in V_c}T_{c,m}
\right)\frac{9}{5}+32.
$$

Normally \(M_c=12\). The stored value is rounded to 0.1 °F.

Implementation: `scripts/build_county_climate_data.py:124--166`,
`scripts/build_county_climate_data.py:206--221`, and
`scripts/build_county_climate_data.py:478--514`.

## 3. Diurnal Temperature Range

**Data key:** `avgDiurnalTempRangeF`

For each day with paired county Tmax and Tmin:

$$
DTR_{c,d}=T^{\max}_{c,d}-T^{\min}_{c,d}.
$$

Days with a missing input or a negative range are excluded. The final metric is
the mean across all retained days in 1991--2020, followed by conversion of a
Celsius temperature *difference* to a Fahrenheit difference:

$$
\overline{DTR}_c(^\circ\mathrm{F})
=
\frac{9}{5}
\left(
\frac{1}{N_c}\sum_{d\in V_c}DTR_{c,d}
\right).
$$

There is correctly no \(+32\) term when converting a temperature difference.
The output artifact stores two decimal places.

Implementation: `scripts/build_county_diurnal_temperature_range.py:46--104`
and `scripts/build_county_diurnal_temperature_range.py:132--151`.

## 4. Annual Extreme Temperature Days

**Data key:** `absoluteExtremeDays`

A valid paired day is counted once when either the hot or cold absolute threshold
is met:

$$
E_{c,y}
=
\sum_{d\in V_{c,y}}
\mathbf{1}\!\left[
T^{\max}_{c,d}\ge95^\circ\mathrm{F}
\;\lor\;
T^{\min}_{c,d}\le0^\circ\mathrm{F}
\right].
$$

The county filter is the arithmetic mean of the yearly counts:

$$
E_c=\frac{1}{Y_c}\sum_{y\in V_c}E_{c,y}.
$$

The checked-in data uses 1991--2025. The Boolean OR means that a hypothetical
day meeting both conditions is still counted only once. A year is included when
an annual record exists; counts are not normalized to 365 or 366 valid days.

Implementation: `scripts/build_county_locally_extreme_data.py:473--540`,
`scripts/build_county_locally_extreme_data.py:669--674`, and
`scripts/build_county_locally_extreme_data.py:705--722`.

## 5. Annual 90 F+ Heat Index Days

**Data key:** `humidHeatDays`

The daily proxy pairs NOAA nClimGrid-Daily county Tmax, \(T\), with the gridMET
county daily minimum relative humidity, \(R\). Relative humidity is clipped to
\([0,100]\).

The NWS simple Heat Index estimate is calculated in two steps:

$$
S=\frac{1}{2}\left[T+61+1.2(T-68)+0.094R\right],
$$

$$
HI_s=\frac{S+T}{2}.
$$

When \(HI_s\ge80^\circ\mathrm{F}\), the Rothfusz regression is used:

$$
\begin{aligned}
HI_r={}&-42.379+2.04901523T+10.14333127R-0.22475541TR\\
&-0.00683783T^2-0.05481717R^2+0.00122874T^2R\\
&+0.00085282TR^2-0.00000199T^2R^2.
\end{aligned}
$$

For \(R<13\) and \(80\le T\le112\), subtract:

$$
A_{low}
=
\frac{13-R}{4}
\sqrt{\max\left(\frac{17-|T-95|}{17},0\right)}.
$$

For \(R>85\) and \(80\le T\le87\), add:

$$
A_{high}=\frac{R-85}{10}\frac{87-T}{5}.
$$

Thus:

$$
HI(T,R)=
\begin{cases}
HI_s, & HI_s<80,\\
HI_r-A_{low}, & HI_s\ge80 \text{ and the low-RH condition holds},\\
HI_r+A_{high}, & HI_s\ge80 \text{ and the high-RH condition holds},\\
HI_r, & \text{otherwise}.
\end{cases}
$$

The yearly and long-term values are:

$$
H_{c,y}=\sum_{d\in V_{c,y}}
\mathbf{1}[HI(T^{\max}_{c,d},R^{\min}_{c,d})\ge90],
$$

$$
H_c=\frac{1}{Y_c}\sum_{y\in V_c}H_{c,y}.
$$

The period is 1991--2020. A year with at least one valid paired day contributes
equally to the final average; there is no completeness adjustment.

Implementation: `scripts/summarize_county_gridmet_humidity.py:439--474` and
`scripts/summarize_county_gridmet_humidity.py:547--617`.

## 6. Annual Precipitation (Normals)

**Data key:** `annualPrecipIn`

Each monthly county total, \(P_{c,m}\), is the unweighted mean of valid raster
cells touched by the county. Annual precipitation is the sum of available
monthly totals, converted from millimeters to inches:

$$
P_c(\mathrm{in})
=
\frac{1}{25.4}
\sum_{m\in V_c}P_{c,m}(\mathrm{mm}).
$$

The stored value is rounded to 0.1 inch. The implementation only requires one
valid month, so missing months produce a partial annual sum rather than a blank.

Implementation: `scripts/build_county_climate_data.py:401--412` and
`scripts/build_county_climate_data.py:478--511`.

## 7. Seasonality Index

**Data key:** `seasonalityIndex`

The filter is the coefficient of variation of available monthly precipitation
totals. First calculate the monthly mean and population standard deviation:

$$
\mu_c=\frac{1}{M_c}\sum_{m\in V_c}P_{c,m},
$$

$$
\sigma_c=
\sqrt{
\frac{1}{M_c}
\sum_{m\in V_c}(P_{c,m}-\mu_c)^2
}.
$$

Then:

$$
SI_c=
\operatorname{round}\!\left(
\operatorname{clip}\!\left(
100\frac{\sigma_c}{\mu_c},0,100
\right)
\right).
$$

If \(\mu_c\le0\), the index is set to zero. The value is stored as an integer.

Implementation: `scripts/build_county_climate_data.py:487--521`.

## 8. Wettest Month

**Data key:** `wettestPrecipMonth`

$$
W_c=\underset{m\in V_c}{\arg\max}\;P_{c,m}.
$$

Missing monthly values are ignored. An exact tie resolves to the earliest tied
month because `numpy.nanargmax` returns the first occurrence.

Implementation:
`scripts/apply_precipitation_month_metrics_to_climate_data.py:56--90`.

## 9. Driest Month

**Data key:** `driestPrecipMonth`

$$
D_c=\underset{m\in V_c}{\arg\min}\;P_{c,m}.
$$

Missing monthly values are ignored. An exact tie likewise resolves to the
earliest tied month.

Implementation:
`scripts/apply_precipitation_month_metrics_to_climate_data.py:56--90`.

## 10. Summer Specific Humidity

**Data key:** `avgSummerSpecificHumidityGKg`

gridMET cells whose centers fall inside a county are weighted by the cosine of
their latitude to approximate their relative surface areas on a latitude--longitude
grid:

$$
q_{c,d}
=
\frac{
\sum_{i\in G_{c,d}}q_{i,d}\cos(\phi_i)
}{
\sum_{i\in G_{c,d}}\cos(\phi_i)
}.
$$

The metric averages the valid daily county values for June, July, and August,
then converts kg/kg to g/kg:

$$
q_c^{\mathrm{summer}}
=
1000\left(
\frac{1}{N_c}
\sum_{d\in V_c,\;m(d)\in\{6,7,8\}}q_{c,d}
\right).
$$

If no grid-cell center falls inside a county, the nearest grid cell to an
interior representative point is used.

Implementation: `scripts/summarize_county_gridmet_humidity.py:297--380`,
`scripts/summarize_county_gridmet_humidity.py:409--434`, and
`scripts/summarize_county_gridmet_humidity.py:555--605`.

## 11. Mean Daily Global Horizontal Radiation (GHI)

**Data key:** `meanDailyGlobalHorizontalRadiationKwhM2Day`

For each NSRDB site, the current 60-minute, non-leap-year TMY data is summarized
as:

$$
G_s
=
\frac{\sum_h GHI_{s,h}}{1000\times365}
\quad\mathrm{kWh/m^2/day}.
$$

For a county with polygon archive coverage:

$$
G_c
=
\frac{\sum_s A_{c,s}G_s}{\sum_s A_{c,s}},
$$

where \(A_{c,s}\) is the estimated overlap area between the county geometry and
the 4 km square grid cell centered on site \(s\). A representative-point value
is used when a polygon summary is unavailable.

Implementation: `scripts/summarize_nsrdb_county_polygon_archives.py:189--192`
and `scripts/summarize_nsrdb_county_polygon_archives.py:335--378`.

## 12. Clear-Sky GHI Reduction Index

**Data key:** `clearSkyGhiReductionIndex`

Only rows with valid observed and clear-sky GHI and
\(CSGHI_{s,h}\ge50\;\mathrm{W/m^2}\) are treated as daylight rows. For each
retained row:

$$
r_{s,h}
=
\operatorname{clip}\!\left(
\frac{GHI_{s,h}}{CSGHI_{s,h}},0,1
\right).
$$

The site reduction index is:

$$
R_s=1-\frac{1}{N_s}\sum_{h\in V_s}r_{s,h}.
$$

The polygon county value is overlap-area-weighted:

$$
R_c=\frac{\sum_s A_{c,s}R_s}{\sum_s A_{c,s}}.
$$

A representative-point index is used where a polygon summary is unavailable.
This definition is the mean of time-row ratios; it is not generally equal to
\(1-\sum GHI/\sum CSGHI\).

Implementation:
`scripts/summarize_nsrdb_county_polygon_cloud_archives.py:138--218` and
`scripts/summarize_nsrdb_county_polygon_cloud_archives.py:222--304`.

## Calculation review findings

1. **Annual temperature weights months equally.** February has the same weight
   as January or July. If the intended label means an average across all days,
   monthly normals should instead be weighted by the number of days in each
   month.

2. **Base NOAA aggregation is not area-weighted.** Every touched raster cell
   receives equal weight, including cells that intersect only a small portion
   of a county. This can matter most for small or narrow counties and along
   coastlines. *Resolved for Köppen on 2026-09-13: class shares are now
   area-weighted (§1).*

3. **Partial precipitation years are accepted.** One valid monthly precipitation
   value is sufficient to produce `annualPrecipIn`; absent months silently lower
   the annual sum. Requiring all 12 months, or recording completeness, would be
   safer.

4. **The Köppen fallback can create false data.** A county with no valid raster
   cells is labeled `Cfa` instead of missing. A null value plus an audit flag
   would distinguish missing coverage from a genuine humid-subtropical class.
   *Resolved on 2026-09-13: the Köppen builder leaves such counties blank. The
   fallback remains only in `build_county_climate_data.py`, whose Köppen
   value is replaced by the apply step.*

5. **Extreme-day counts are not completeness-normalized.** A partially observed
   year contributes a raw count and receives the same weight as a complete year.
   Consider requiring a minimum number of valid days or annualizing partial
   counts explicitly.

6. **The absolute-extreme metric depends on unrelated percentile thresholds.**
   `build_annual_counts` skips a county when its retired local p95/p05 thresholds
   are missing, even though the active 95 °F / 0 °F calculation does not require
   those percentiles. The absolute calculation should be separated from that
   prerequisite.

7. **Heat Index days are a daily-extrema proxy.** Daily Tmax and daily minimum
   relative humidity are paired even though their observation times may differ.
   The result should not be described as an observed hourly maximum Heat Index.

8. **Heat-year completeness is permissive.** Any year with at least one valid
   Tmax/RH pair is included in the equal-year average. A minimum valid-day rule
   would reduce low-biased partial-year counts.

9. **The GHI formula assumes hourly, 365-day input.** It is correct for the
   current 60-minute, `leap_day=false` requests. If the request interval changes,
   the energy sum needs an interval-hours multiplier; leap-day handling would
   also need to change the divisor.

10. **Clear-sky reduction averages ratios rather than energy totals.** This is a
    valid but specific definition. It gives each retained time row equal weight,
    rather than weighting rows by available clear-sky energy. The label and
    documentation should retain this distinction.

11. **Spatial weighting is inconsistent across metric families.** Base NOAA
    normals use equal touched-cell weights, Köppen uses area-weighted class
    shares, gridMET humidity uses
    \(\cos(\phi)\) weights on cell centers, and NSRDB polygon metrics use
    estimated overlap areas. Cross-metric comparisons should account for these
    different county aggregation methods.

## Verification status

This reference was derived from the checked-in calculation and merge scripts,
not solely from UI descriptions. No calculation code was changed. The automated
test suite was not executed during this review because `pytest` is not installed
in either the system Python environment or the project virtual environment.

Section 1 and findings 2, 4, and 11 were updated on 2026-09-14, after the
Köppen classification was reworked and applied.