Estimation Based on Subjective Perception Assessment
The surveys used in this study were based on the model proposed by [
44], but adaptations were made following the methodology of [
45] to adjust them to the local context and the specific characteristics of urban parks in the tropics (
Appendix A Table A1,
Table A2 and
Table A3). These modifications aimed to more accurately capture users’ thermal perceptions in response to typical environmental conditions of hot and humid climates.
The adaptation included an expansion of questions related to the influence of the immediate physical environment, incorporating aspects such as perceived shade, the type of surface (vegetated or impermeable), and the presence of surrounding vegetation. Specific questions were also included to assess the perception of wind’s effects and its absence, as this factor may be less noticeable in environments with high tree density.
Additionally, ref. [
45] proposed a more detailed evaluation scale for thermal sensations, classifying them into intervals that allow better correlation with climatic indices (HI and THI). The scale was adjusted to include terms such as “stifling” or “cool”, with specific temperature and humidity ranges relative to tropical conditions (
Table 1).
Another significant change was the analysis of the physical activity reported by users. A more precise classification of activities performed in the parks was included, distinguishing between sedentary, moderate, or vigorous activities, to identify how these influence the perception of thermal comfort.
Finally, questions regarding personal preferences were expanded to gather more detailed information on heat tolerance, typical clothing conditions in the tropical context, and the perceived relief provided by the park’s green areas. These adaptations ensure that the data obtained not only reflect the objective conditions of the environment but also users’ subjective perceptions, enriching the analysis and interpretation of results. These data were correlated with objective temperature and relative humidity measurements, providing a comprehensive view of thermal comfort in the study area.
In this study, the measurement of wind speed was intentionally excluded due to several factors. First, the geographical location of the park and its urban characteristics create an airflow dynamic that, although it may influence thermal perception under specific conditions, is not considered a dominant factor in the area’s microclimate. Additionally, the park’s structure, with dense vegetation cover and shaded areas, significantly limits the direct impact of wind on users. This creates local microclimates where thermal sensation is more influenced by ambient temperature, relative humidity, and vegetation cover than by air movement. Lastly, previous studies in similar environments [
45] have shown that in areas with dense vegetation and predominant shade, the influence of wind on thermal perception is marginal compared to other factors. Therefore, the measurement of more relevant variables for the park’s specific context was prioritized, ensuring consistent and representative results of the conditions experienced by users.
The surveys were conducted during October and November, which represent important climatic transitions in Monteria. October includes moderate rainfall that affects relative humidity, while November offers drier and more stable conditions, allowing for a comprehensive evaluation of thermal conditions [
21]. According to data from the Institute of Hydrology, Meteorology and Environmental Studies [
46], these months represent a period of climatic transition in Montería, characterized by relatively cooler conditions and variability in humidity levels. In particular, October is identified as one of the “coolest” months of the year, marking the shift from the rainy season to the dry season. This transition allows for the assessment of thermal comfort under less extreme and more representative conditions of daily thermal variability.
Although the temporal sample is limited to two months, the microclimatic measurements and thermal perception surveys conducted at different times of the day and under varying meteorological conditions have made it possible to draw general conclusions about the thermal patterns in the studied park. However, in order to generalize the results to other times of the year or to different urban contexts, complementary studies covering other seasons or multiple locations would be necessary.
The thermal comfort perception survey aims to understand how users of the public space under study perceive and experience the thermal conditions of the environment while engaging in recreational activities. This type of survey is essential for studying thermal comfort because it allows for the collection of subjective data directly from users, which complements objective indicators measured in the environment (such as temperature, relative humidity, air velocity, and thermal radiation). These surveys are fundamental tools for understanding how thermal environments affect people, informing design, operation, and adaptation decisions for spaces, especially within the framework of sustainability and energy efficiency.
The application of the thermal comfort perception survey in Parque Nuevo Bosque was carried out over two weeks, taking into account the actual conditions of space usage and the availability of visitors to participate. Unlike studies based on strict statistical sampling, the nature of this research required a flexible approach adapted to the dynamics of the urban environment and the spontaneous interaction of users with the space. For this reason, a non-probabilistic convenience sampling method was chosen, in which the number of surveys collected depended on the flow of visitors during the survey days and their voluntary willingness to participate.
This type of sampling has been widely used in studies of environmental and urban perception, especially when aiming to capture real-time subjective experiences within specific scenarios [
47,
48].
Additionally, the choice of this method responds to three key considerations, as follows: The need to conduct the survey within a defined time frame to ensure comparability between environmental conditions and recorded responses; The criterion that respondents be actual users of Parque Nuevo Bosque at the time of the study, ensuring the relevance of the responses; Voluntariness as a fundamental ethical principle in social and environmental research [
49]. The literature indicates that this type of sampling is especially useful in exploratory and perception studies, where accessibility to participants and their availability to respond in context contribute a valuable qualitative and contextual dimension to the data obtained [
50,
51].
Informed consent was obtained from all participants in the study. Participants were informed about the research objectives, the anonymous nature of their responses, and their right to withdraw at any time. No personally identifiable information was collected. The study ensured the protection of participants’ rights and well-being. All ethical procedures were conducted in accordance with the Declaration of Helsinki and Colombia’s Law 1581 of 2012. The study involved anonymous and non-sensitive self-reported data from adult participants, ensuring confidentiality. The questions focused exclusively on general perceptions and experiences, without requesting private or sensitive information. Participation was voluntary, with the option to withdraw at any time. The research did not involve vulnerable populations.
Evaluation Based on Climate Variable Analysis and Index Calculation
The estimation of thermal comfort was based on a detailed analysis of physical variables through the implementation of widely accepted thermal indices, such as the Heat Index (HI) and the Temperature–Humidity Index (THI). These indices were calculated from data collected in the field using specialized instruments, ensuring precision in the measurements conducted at strategic points within Nuevo Bosque Park and its surroundings.
The measurements carried out in the park aimed to evaluate microclimatic conditions at different times of the day—morning (8:00 a.m.), midday (12:00 p.m.), and afternoon/evening (5:00 p.m.). An infrared thermometer was used to record surface temperatures every five square meters, and a digital hygrometer was employed to measure relative humidity and ambient temperature every seven square meters, following protocols similar to those used in studies such as [
45]. This methodological design enabled the capture of significant variations in thermal and humidity conditions at different points in the park, considering scenarios such as vegetated areas, paved zones, shaded spaces provided by trees, and sectors exposed directly to sunlight.
The systematic quadrant-based measurement approach, with a strategically chosen density of sampling points, provided a high level of spatial detail. This allowed for the identification of microclimatic patterns associated with the distribution and characteristics of surfaces and vegetation within the park, essential aspects for understanding the influence of the built and natural environment on thermal comfort. By conducting measurements at three key times of the day, it was possible to assess how different surfaces (vegetated and artificial) and shade coverage respond to variations in solar radiation and ambient temperatures.
This methodology also enables the creation of a thermal map of the park, highlighting critical points of thermal discomfort as well as areas that provide greater comfort, which is essential for designing climate adaptation strategies in urban areas. Moreover, this approach allows for the analysis of the effectiveness of vegetation cover in regulating temperature and humidity, particularly in hot and humid climates, where thermal comfort poses a challenge for users of public spaces.
The following section details the climatic variables measured using specialized instruments:
Air temperature (Ta)—It is the primary determinant of thermal comfort, as it directly affects heat transfer between the human body and the environment. Extreme temperature values increase the likelihood of thermal stress. It was measured using a portable hygrometer calibrated according to international standards [
52]. The unit of measurement was degrees Celsius (°C);
Relative humidity (RH)—Represents the amount of water vapor in the air relative to the maximum amount the air can hold at a given temperature. A high RH decreases the body’s ability to dissipate heat through sweat evaporation, increasing the sensation of heat [
35]. RH data were measured as percentages (%) using digital hygrometers with an accuracy of ±5% RH, suitable for general environmental monitoring;
Thermal radiation (TR)—Considers both direct solar radiation and the radiation emitted by hot surfaces. It is crucial to evaluate the impact of prolonged sun exposure or areas with materials that have a high thermal absorption capacity. Thermal radiation was measured using infrared thermometers, obtaining values in °C.
These variables were integrated into the calculation of two key thermal indices—the Heat Index (HI) and the Temperature–Humidity Index (THI), both of which are fundamental for classifying thermal conditions in the park. These indices were used due to their ease of calculation, their widespread application in hot and humid climates [
53], and their ability to provide rapid estimates of thermal stress based on basic meteorological variables such as air temperature and relative humidity. These indices are particularly suitable for tropical urban environments like Montería (Colombia), where environmental conditions favor heat accumulation and the perception of thermal discomfort.
Although the Heat Index (HI) was initially developed within the climatic context of the United States, its formulation has been adopted and standardized by international organizations such as the National Oceanic and Atmospheric Administration (NOAA), which has facilitated its application in various geographic settings. Its structure allows it to cover a wide range of temperatures (from 27 °C to over 43 °C) and relative humidity levels (from 40% to 100%), making it a versatile index adaptable to tropical conditions. In the case of Montería (Colombia), where high levels of temperature and humidity often occur simultaneously, the HI is especially useful for assessing perceived thermal discomfort and estimating potential health risks associated with prolonged heat exposure.
Among the advantages of using these indices are their methodological simplicity, which enables their calculation using easily obtainable data from basic instruments; their straightforward interpretation, as the HI includes warning categories that help identify risk levels, and the THI classifies degrees of thermal discomfort; and finally, their close alignment with subjective perception, as the values obtained coincided with users’ responses in the urban space.
Overall, the combined use of THI and HI effectively characterizes thermal discomfort conditions in the analyzed urban park, contributing to the identification of critical areas and the design of mitigation strategies tailored to the tropical climate context.
This index consists of an equation that combines air temperature and relative humidity to estimate how heat is perceived under high humidity conditions. It was developed based on the original work of Robert G. Steadman in 1979. In his article “The Assessment of Sultriness: Part I. A Temperature-Humidity Index Based on Human Physiology and Clothing Science” (Journal of Applied Meteorology), he provided the theoretical and physiological foundations for relating air temperature and relative humidity to human heat perception.
However, the modern HI equation is a polynomial approximation based on Steadman’s work and adapted by the National Weather Service (NWS) to facilitate its calculation and practical application. The formula is as follows:
where T is air temperature in degrees Fahrenheit (°F), and RH is relative humidity in percentage (%).
The constants and terms in the Heat Index equation are as follows:
- -
is −42.379 → This initial value adjusts the index scale so that the results are consistent with human thermal perception in °F.
- -
is 2.04901523 → This represents the direct contribution of air temperature (in °F) to the thermal sensation.
- -
is 10.14333127 → This indicates how relative humidity (%RH) affects heat perception; high humidity generally intensifies this perception.
- -
is −0.22475541 → Models the interaction between temperature and relative humidity. This term captures how, when combined, these two factors amplify or moderate the thermal sensation.
- -
is −6.83783 → Models the nonlinear effect of extreme temperatures, where the perceived heat increases disproportionately.
- -
is −5.481717 → This describes how very high relative humidity significantly intensifies heat perception.
- -
is 1.22874 × 10−3 → This adjusts the quadratic interaction of temperature with relative humidity. This is relevant under extreme conditions.
- -
is 8.5282 → This reflects how extremely high relative humidity amplifies the effect of temperature on thermal sensation.
- -
is −1.99 × 10−6 → This is the highest-order term, and captures the most complex interactions between temperature and humidity under extreme conditions.
The NOAA defines specific adjustments for certain conditions.
Low humidity (<13%) and temperature between 80 °F and 112 °F:
Low humidity improves sweat evaporation, reducing thermal sensation, especially at high temperatures.
Here, is the factor that reduces thermal sensation due to improved sweat evaporation at low humidity.
The term (13 – RH) measures how much lower the humidity is compared to the 13% threshold.
The factor ) ensures that the effect of low humidity decreases as the temperature moves away from 95 °F, the point at which thermal sensation is most sensitive.
For high humidity (>85%) and moderate temperatures (80 °F to 87 °F),
High humidity increases thermal sensation by making sweat evaporation more difficult.
The term (RH − C14), where C14:85, measures how much higher the humidity is compared to the 85% threshold.
The factor (C16 − T), where C16:87 reflects that the effect of high humidity decreases as the temperature moves away from the critical range of 87 °F.
These formulas were empirically adjusted by the National Weather Service (NWS) using physiological and climatic data collected in previous studies. The constants and factors (4, 17, 10, 54, 17, 10, 54, 17, 10, 5, etc.) were derived by optimizing the equation to accurately reproduce real observations of thermal perception.
The Heat Index (HI) is interpreted using reference tables developed by the United States National Weather Service (NOAA). The obtained values are typically classified into ranges that indicate the level of thermal stress and potential health risks (
Table 2).
The Temperature–Humidity Index (THI) was initially developed to assess the impact of environmental conditions on well-being and performance, particularly in livestock production. However, it has been adapted for use in human research and thermal comfort studies.
The modern version of the Temperature–Humidity Index (THI) is based on the concept of “effective heat”, which considers the combined influence of ambient temperature and relative humidity on thermal perception. Originally developed by [
54] to evaluate thermal stress in humans, the index has been modified in various studies to adapt to different climatic contexts.
One of the most widely used formulas in recent studies is the one proposed by [
55], initially applied to assess thermal stress in animals but based on principles that have also been used in human thermal comfort studies. This formula is expressed as
where Ta = air temperature in degrees Celsius (°C); RH = relative humidity in percentage (%); T = temperature in degrees Celsius °C (this is the primary factor, as air temperature directly influences thermal sensation). As temperature increases, the human body perceives more heat.
RH (relative humidity in percentage %) describes the amount of water vapor present in the air compared to the maximum amount the air could hold at a given temperature. Higher humidity increases heat perception, as the body cannot dissipate heat as effectively through perspiration.
= 0.55 − 0.0055 × RH → This constant adjusts the influence of humidity on thermal sensation. As humidity increases, the RH value causes this term to decrease, modifying how humidity affects heat perception.
() = Ta − 14.5 → This adjustment term calibrates the formula based on a reference point of 14.5 °C. It is included to reflect that the human body responds differently to heat when the temperature is above 14.5 °C, which is considered the minimum threshold for thermal discomfort.
The THI levels and their effects can be observed below in
Table 3.
The interaction between temperature and humidity is complex. The body’s primary cooling mechanism is perspiration, but when humidity is high, sweat cannot evaporate properly, making the body perceive more heat than is present.
The Heat Index (HI) and the Temperature–Humidity Index (THI) are key tools for assessing thermal comfort in urban environments, such as parks. These indices integrate essential meteorological variables, such as air temperature, relative humidity, and, in the case of HI, perceived solar radiation, to quantitatively estimate people’s thermal perception in a specific space.
Through these indicators, it is possible to study the impacts of vegetation, projected shade, and the presence of permeable or impermeable surfaces in microclimate regulation. Additionally, the results obtained with these indices facilitate the identification of areas with higher thermal stress, the design of heat mitigation strategies, and the improvement of user experience in terms of comfort.
They can also be correlated with subjective data, such as thermal perception surveys, to analyze the relationship between objective conditions and human sensations, providing a comprehensive understanding of thermal dynamics in public spaces.
It is worth noting that, although wind speed is recognized as one of the variables influencing the perception of thermal comfort in outdoor spaces alongside air temperature and relative humidity [
56], it was not considered in the present study. This is because the indices used in the analysis, the Heat Index (HI) and the Temperature–Humidity Index (THI), were selected for their methodological simplicity and the ease of obtaining the required variables, such as air temperature and relative humidity. This choice enables an efficient and consistent evaluation of thermal comfort, further supported by the widespread use of both indices in the scientific literature [
48] to assess thermal stress under hot and humid conditions, which facilitates the establishment of reference values in an accessible and comparative manner.