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Automation stop rules — two-site smart farm

Purpose

Execution-safe stop, freeze, and no-scale rules for automation and telemetry on the East Tennessee two-site package. Aggressive automation stays allowed as philosophy—but scaling stops when failure rates, upkeep load, or operator burden exceed budgets, or when manual validation has not passed.

This page does not assume instrumentation reduces labor by default (Smart technology strategy, Instrumentation ROI).

Hostile burden context: Treat hidden operator load as the default—triage, drills, gateway swaps, and restore work stack with travel and off-grid O&M (Phase 0–1 operator burden review — East Tennessee two-site (hostile)). NS-2 exists because dashboard culture lies about hours.


When a system must not scale

Freeze fleet expansion or roll back to pilot scope if any row below holds after a documented remediation attempt:

ID Condition Evidence
NS-1 FP_RATE > FP_RATE_MAX for T_FP_EVAL consecutive weeks ROI — false-positive cost fields
NS-2 H_TRIAGE_WK for this cluster exceeds allocated H_TRIAGE_BUDGET_WK, or total triage exceeds H_TRIAGE_MAX Time logs; Enterprise unit economics
NS-3 Net labor hours ≤ 0 for two review periods per ROI worksheet Instrumentation ROI
NS-4 Marginal OPEX + marginal triage per node ≥ marginal trip-$ benefit (rolling quarter) Sublinear benefit curve broken
NS-5 No named owner for patch/incident and T_PATCH_MAX elapsed Security stop — Smart tech § security
NS-6 Actuation enabled without PA-* proof rows met Immediate revert to observe-only

Scale means more nodes, tighter alert thresholds, new integrations, or remote actuation beyond a proven pilot.


Connectivity and WAN stop rules (CS-*)

Use when Starlink, LTE, fiber, or any primary WAN path is part of the stack — see Validation and pilot plan § Connectivity validation, Connectivity strategy — Claxton & Demory.

Freeze new WAN-dependent scope (cloud integrations, second sensor cluster, second farm uplink, tighter alert routing to phone) or new always-on field RF at SITE_FARM if any row holds after one documented remediation attempt:

ID Condition Evidence
CS-1 Recurring WAN + cell (pilot) costs exceed stated value proxy (trip $/labor saved or written ops benefit) for two consecutive quarterly reviews Separate ledger lines per connectivity validation; family decision to trim, pause, or pivot
CS-2 Primary uplink in production use ≥ 90 days but no seasonal WAN reliability log (outages, fade, handoff) V10 incomplete—treat uplink as unproven
CS-3 Remote access inventory does not match Remote access and operational security model before expanding pilot Security stop—complete inventory first
CS-4 Operational reliance on dashboards / MQTT for welfare or “should I drive?” while G8 / WAN degraded drill not passed Revert to manual rounds per Manual fallback and degraded modes
CS-5 SITE_FARM off-grid: new always-on IP radios, HaLow segments, or farm Starlink CPE added while Off-grid operational decision rules DR-1 is open (network + CPE load not bracketed against battery / Pcrit) Freeze scope per DR-1; complete energy budget row or explicit waiver in writing

CS- stack with NS-: connectivity or field-power** fragility can justify a freeze even when false-positive rates look fine.


What must be manually validated before rollout

Rollout = production reliance on an instrument for operations, or first actuation enable.

Gate Manual validation
MV-1 Asset ID + location in registry matches physical install
MV-2 Baseline manual procedure documented (normal vs alarm)
MV-3 One season or T_OBSERVE_MIN weeks of observe-only data with labeled true vs false alerts
MV-4 Degraded-mode drill: broker down / LTE only — document who drives and how often
MV-5 Runbook link for this instrument class (triage, mute policy, escalation)
MV-6 Cyber: remote surface inventoried for this cluster
MV-7 WAN outage / Starlink fade drill documented (seasonal or simulated) per Automation degraded modes SOP / Runbook — broker or backhaul down—who reverts to physical checks when WAN is impaired
MV-8 For SITE_FARM off-grid: local-only drill passed—telemetry path without WAN and documented behavior when battery/SOC is stressed (queue-only, mesh-up, gateway-down scenarios per Off-grid degraded modes — Demory). Required before remote field visibility is treated as production-trusted at Demory.

Missing any MV- → no fleet rollout and no actuation. For instruments on off-grid SITE_FARM, MV-8 applies; CS-5 freezes new always-on RF/WAN scope while DR-1* is open (Off-grid operational decision rules).


Phase 1 observational only by default

Per Smart tech stack posture, these systems remain observational only unless PA-1–PA-6 and MV-1–MV-7 are explicitly satisfied for that asset (MV-8 as well for off-grid SITE_FARM field assets):

System / class Phase 1 default
Stock water level / pump run / fault Observe + alert only
Power visibility at pump / gateway Observe only
Gate position sensor Observe only — no remote latch release
Irrigation valves / schedulers Observe only or deferred (see AF-3 on Smart tech)
Cameras Observe only — no automated actions from CV
Herd GPS / collars Deferred or pilot one unit — not fleet

Remote actuation (pump control, gate motor, irrigation writes) requires exiting this table via proof gates PA-* on Smart technology strategy.