&EPA         Ground  Water  Issue
       United States
       Environmental Protection
       Agency
                          Movement  and Longevity of
                          Viruses in the  Subsurface
                          Ann Azadpour-Keeley1, Barton R. Faulkner1, and Jin-Song Chen2
Background

In order to assist federal and state decision makers, the Applied
Research and Technical Support Branch (ARTSB) of the Ground
Water and Ecosystems Restoration Division (GWERD) has, since
1989, developed a series of over 30 Ground Water Issue Papers
intended to be brief, state-of-science documents focused on a
technical issue of expressed interest and prepared in a concise
and readable format. The purpose of this Issue Paper is to discuss
some of the  conditions under which viral contaminants may
survive and be transported in the subsurface, identify sources as
well as  indicators  of viral contamination, outline the effects of
hydrogeologic settings on viral movement, and introduce the
reader to the current state of virus transport modeling along with
an example of modeling applications.

The 1986 Safe Drinking Water Act (SDWA) amendments directed
EPA to  develop  national  requirements for  drinking  water
disinfection.  The legislation required every public water supply
system to disinfect unless it fulfills criteria assuring equivalent
protection (Macler, 1996).  To provide direction for the regulations
associated with  "acceptable"  health risks to the public (Macler,
1996), EPA established maximum contaminant level  goals
(MCLGs) for pathogenic microorganisms in drinking water, setting
a level of zero for viruses (U.S. EPA, 1989a,b). Due to the various
technical and economic considerations involved in  monitoring
water for these MCLs, a "treatment technique" was proposed to
reduce or eliminate viruses (Yatesetal., 1990). On June29,1989,
a Surface WaterTreatment Rule (SWTR) was published addressing
microbial contamination of drinking waterfrom surface sources, or
from ground-water sources directly influenced by surface water,
with strict provisions for filtration and disinfection (U.S.  EPA,
1989a).  On January 14, 2002, a SWTR was promulgated with
special emphasis on the protozoan Cryptosporidium (U.S.  EPA,
2002).

The development of a corresponding rule for ground water, the
Ground Water Disinfection Rule (GWDR, later designated  as the
Ground Water Rule), to meet SDWA requirements began in 1987
and led to a published discussion piece (draft GWDR, U.S. EPA,
1992). The deadline for the GWDR proposal was dependent upon
completion of studies of the status of public health with respect to
the microbial contamination of ground water, based on studies
(Abbaszadegan  et al., 1999a,b; Lieberman et al., 1994, 1999) to
'  National Risk Management Research  Laboratory,  ORD,
  U.S. EPA, Ada, Oklahoma.

2  Dynamac Corporation, Ada, Oklahoma.
generate a more careful nationwide picture of the problem. As
there are significant differences between ground water and surface
water in terms of the type and degree of treatment, the GWDR
regulatory workgroup realized that the assessment of vulnerability
as a function of site specific conditions (i.e., hydrogeology, land
use pattern) was a key element to be addressed (Macler, 1996).
Subsequently on May 10, 2000, U.S. EPA proposed "...to require
a targeted risk-based regulatory strategy  for all  ground-water
systems addressing risks through a multiple barrier approach that
relies on five major components: periodic sanitary surveys of
ground water systems requiring the evaluation of eight elements
and the identification of significant deficiencies;  hydrogeological
assessments  to identify wells sensitive  to  fecal contamination;
source water monitoring for systems drawing from sensitive wells
without treatment or with other indications of risk; a requirement
for correction  of significant deficiencies and fecal contamination
(by eliminating the source of contamination, correcting the
significant deficiency, providing an alternative source water, or
providing  a treatment which achieves  at  least 99.99 percent
(4-log) inactivation or  removal  of viruses), and compliance
monitoring to insure disinfection treatment is reliably operated
where it is used." (U.S. EPA 2000)

It should be emphasized that this document is not intended for use
in establishing the finalized GWDR or for the interpretation of the
results of those investigations.  To that end, the reader is referred
to the Federal Register (U.S. EPA, 2000).

For further information contact Dr. Ann  Azadpour-Keeley (580-
436-8890) at the Ground Water and Ecosystems Restoration
Division of the National Risk Management Research Laboratory,
Ada, Oklahoma.

Introduction

Over 97 percent of all fresh water on earth is ground water and for
over 100 million Americans who rely on ground water as their
principal source of potable water (Bitton  and Gerba, 1984), over
88 million are served by community water systems and 20 million
by non-community water systems (U.S. EPA, 2000). Historically,
ground water has been considered a safe  source of drinking water
which required no treatment.  It has long been believed that this
valuable  resource was  protected from  surface contamination
because the upper soil mantle removed  pollutants during
percolation (Amundson et al.,  1988).  It  was also believed that,
even  if contaminated, ground water  would be purified through
adsorption processes and  metabolism  of indigenous aquifer
microflora (Dizer et al., 1984).

As water demands increase, the possibility of artificially recharging
ground water with wastewater or surface water will also increase,

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particularly in states like California, where ground water supplies
half of the state's fresh water, and Arizona, where ground water
supplies all of the fresh water demand. These activities may result
in increasing the concern for waterborne diseases; a concern not
unwarranted in  lieu of the recent worldwide rise in waterborne
diseases and a report by the American Academy of Microbiology
(Colwell,  1996) indicating  that  drinking water is  not  safe
microbiologically.

In the United States alone, the annual number of reported illnesses
resulting from contact with waterborne pathogens was estimated
to be as  low  as one million and as high as seven million; and
between  1971 and 1982, 51 percent of all waterborne disease
outbreaks were due to the consumption of contaminated ground
water (Craun, 1985). Macler (1995) estimated that approximately
20-25 percent of the United States' ground-water sources are
contaminated with microbial pathogens, including more than 100
types of viruses. A literature review by Craun (1989) indicated that
approximately one-half  of the surface  water and ground-water
sources tested contained enteric viruses.  Even nine percent of
the  conventionally treated  drinking  water  (coagulation,
sedimentation, filtration,  post-filtration disinfection  using
chlorine/ozone) tested positive for enteric viruses (Gerba and
Rose, 1993).

Ground water serves as a water source for 93  percent of the
communities in Minnesota, with the most extensive use being from
karst topography in the southern half of the state.  In this type of
geology, cracks, sinkholes, and macropores allow rapid percolation
of surface  water into ground-water reservoirs.  The biological
contamination of  18 private  rural wells during  16 months of
sampling showed that 17 out of 18 wells contained detectable
levels of  indicator  bacteria  and coliphages (Amundson et al.,
1988).

Although water-transmitted  human pathogens include various
bacteria,  protozoa,  helminths, and viruses (Bull  et al., 1990),
agents of major threat to human health are pathogenic protozoa
(Cryptosporidium and Giardia) and enteroviruses (Schijven and
Hassanizadeh, 2000). Despite ample information regarding the
fate of viruses in the subsurface, research on the persistency of
pathogenic protozoa through passage in soil and ground water is
just now emerging (Brush et al., 1999; Harteret al., 2000).  In the
past it was generally believed that the presence of  pathogenic
protozoa was confined to surface water.  Contrary to that
expectation, recent monitoring results from 463 ground-water
samples collected at 199 sites in 23 of  the 48 contiguous states
suggested that up to 50  percent of the ground-water sites were
positive for Cryptosporidium, Giardia, or both, depending on the
parasite and  the type of ground-water source  (vertical  wells,
springs, infiltration galleries, and horizontal wells) (Hancocket al.,
1998).

Viruses are small, obligate, intracellular parasites that infect and
sometimes cause a variety of diseases in animals, plants, bacteria,
fungi, andalgae. Viruses are colloidal particles, negativelycharged
at high pH (pH  7), ranging in size from 20 nm to 350 nm. The
smallest unit of  a mature virus is composed of  a core of nucleic
acid (RNA or DMA) surrounded by a protein coat. With this unique
feature of viral structure and colloidal physicochemical properties,
the  transport  of viruses in soil and ground water can act with a
combination of characteristics ranging from solutes, colloids, and
microorganisms.

Enteroviruses (see Table 1) are a particularly endemic class of
waterborne microorganisms which cause a number of ubiquitous
illnesses  including diarrhea, gastroenteritis, and meningitis, only
to name a few. Included in this group are poliovirus, hepatitis type
A  (HAV),  coxsackievirus A and B, and rotavirus.   Although
gastroenteritis is the most common disease resulting from these
microorganisms (Lukasiket al., 1996), other associated illnesses
include hepatitis, typhoidfever, mycobacteriosis, pneumonia, and
dermatitis (Bull et al., 1990; Sherris et al., 1990; Levine et al., 1991;
Payment et al., 1991). Therefore, in addition to the protection of
ground-water resources by adequate set-back distances between
the sources of contamination and wells for drinking water, the
major concern  in water treatment facilities is the removal of
pathogens prior to consumption.

Since adsorption to soil particles seems to be a significant cause
of  virus removal (Schijven and  Rietveld, 1996; Schijven et al.,
1998) and the same processes are applicable to other water-
transmitted pathogens to  various  degrees (Schijven and
Hassanizadeh, 2000), viruses are often selected as conservative
models for the transport of major biological contaminants in the
subsurface. This selection is based on the knowledge that viruses
generally travel greater distances than bacteria  (Scheuerman
et  al., 1987)  and protozoa  due to their relatively small size
(see Figure 1),  with variations  depending  on their degree of
inactivation and adsorption characteristics (Keswick and Gerba,
1980; Herbold-Paschke, 1991).   It should  be pointed out that
although the disease  which is caused by polioviruses has
essentially been eradicated  in this country, thereby limiting their
presence in the environment, much of the historical data is
available for this virus since it was often used in transport models
as a marker.

Although it goes without question that the United States has one
of  the safest public drinking water supplies  in the  world, current
and future challenges - like the emergence of new waterborne
diseases,  varying  water  source quality,  and increased
contamination of ground water - must be met  with  the best
available scientific knowledge.

Sources of Viruses
As shown in Figure 2, there are a number of avenues available for
the introduction of viruses to the subsurface  (i.e., land disposal of
untreated  and treated  wastewater, land spreading of sludge,
septic tanks and sewer lines, and landfill leachates), as well as a
number of parameters which affect their migration and survival.

Among these, septic systems may pose a significant chemical as
well as biological threat to surface and ground waters. According
to Canter and Knox (1984), one trillion gallons of septic-tank waste
is released into the subsurface annually. Although phosphate and
bacteria are ordinarily removed  by soil, nitrate and polioviruses
(used as the viral marker) may escape these processes and move
through the soil into the ground water (Alhajjaret al., 1988; 1990).
The presence of viral particles is even more significant in light of
studies that indicate they are not necessarily inactivated in septic
tanks (Stramer, 1984) and may move into the ground water where
they may survive for long periods of time (Dizer and Hagendorf,
1991; Yates et  al.,  1985).   Gerba and Bitton (1984) isolated
viruses from ground-water samples as deep as 30 meters and as
far as 100 meters from sewage treatment infiltrate basins. Vaughn
et  al.  (1983) isolated septic  tank viruses which had traveled 3.6
meters through  the  unsaturated zone and  67 meters from the
source through the saturated zone. At several other sites enteric
viruses have  migrated laterally in ground water a few  hundred
meters (Noell, 1992), and Bales et al. (1993) reportedthat poliovirus
used as the viral indicator was detected from a deep well located
more than 1000 meters from the apparent source  area.

Substantial amounts of excess sludge, which may contain viruses
and  other  pathogenic microorganisms, are generated  from
wastewater  treatment  facilities which use activated  sludge

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Table 1.     Water-transmitted Enteroviruses (modified from Bull et al., 1990)
         Group
               Pathogen
Disease Contracted
         Enteroviruses
               Poliovirus
               Echovirus

               Coxsackievirus A

               Coxsackievirus B



               New enteroviruses (types 68-71)
                                             Hepatitis type A
                                             Enterovirus 72
                                             Norwalk virus
                                             Calcivirus
                                             Astrovirus
                                             Reovirus
                                             Rotavirus
                                             Adenovirus

                                             Snow-Mountain Agent
                                             Epidemic, non-A, non-B
                                              hepatitis
Meningitis, paralysis, fever
Meningitis, diarrhea, rash.
 fever, respiratory disease
Meningitis, herpangina.
 fever, respiratory disease
Myocarditis, congenital heart
 anomalies, pleurodynia.
 respiratory disease, fever.
 rash, meningitis
Meningitis, encephalitis, acute
 hemorrhagic conjunctivitis.
 fever, respiratory disease

Infectious hepatitis
Diarrhea, vomiting, fever
Gastroenteritis
Gastroenteritis
Not clearly established
Diarrhea, vomiting
Respiratory disease, eye
 infections, gastroenteritis
Gastroenteritis
Hepatitis
                                           Land
                                        Application
                                                                         Drinking
                                                                            Water
                                                                            \ Well
                                                                              41
                                                Channelization
                                                                                                     Defective
                                                                                                         Well
                                                                                                       Casing
              Soil Factors
              Texture
              Organics
               (humic acids) O •
              Ionic
               strength
              Adsorption
              Structure
              pH
              Permeabiliti
                                          Applied Sludge V\ V \
pH  O Microbial antagonism  Q
      (aerobic vs. anaerobic)
Temp. O Flow rate         •
Figure 1.    Migration and survival of viruses in the subsurface  (modified from Keswick and Gerba, 1980).

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                    Rhinovirus
                     (24 nm)
         Epstein-Barr
           Virus
          (130nm)
            Vaccinia
             Virus
            (300 nm)
       Gravel      Sand
      > 400 nm  400 nm - 12 nm    Silt
           ^m^^^^^^^^^R 12 ^m - 0.4 nm
                        ^^m
                 Protozoa
                 Fungi
                 100 nm- 10 nm
                          5 nm - 0.2 nm Bacteria
Sand
Loam
                              Typical
                              Bacteria
                             (2,000 nm)
                       Small Animal Cell
                          (12,000 nm)
         LARGE PORES   MEDIUM PORES FINE PORES
70%
33%
15%
33%
500 - 200 nm Rickettsiae Chlamydiae


  30(^0 nm Viruses


         10-1 nm Macromolecules


                1 nm Molecules
                ^^H

                     Atoms
15%
33%
Figure 2.    Relative comparison of sizes of microorganisms and molecules with hydraulic equivalent diameters of pore
             canals (modified from Matthess and Pekdeger, 1981). Note: Accordingto the Soil Science Society of America,
             definitions of the various grain sizes include: gravel, >2 mm; sand, 2 mm - 50 fj,m; silt,  50 fj,m - 2 fj,m; and
             clay, <2 nm.
processes. Since anaerobic sludge digestion is not sufficient for
complete viral inactivation, the potential spread of viruses during
sludge disposal needs to be considered.  Therefore, waste
management practices should take into consideration hydraulic
loading and contaminant transport characteristics. In this respect,
taking advantage of the unsaturated zone as the means for the
retention of viruses and source control may become valuable, as
was demonstrated by Farrah et al. (1981).  It was shown that
enteroviruses introduced as tracers were efficiently retained by a
sludge soil mixture and were not detected in deep wells located on
the sludge disposal site or nearby lagoon. Interestingly, a significant
diversity among the enteroviruses toward the sludge soil mixture
was seen since, duringthe initial part of the examination, poliovirus
accounted for greater than 90  percent of the viruses in sludge,
whereas  later,  it was  determined that echoviruses  and
coxsackieviruses were the most common enteroviruses identified
(Farrah et al., 1981).

Due to the  above considerations, the various  drinking water
standards promulgated since 1975 could be violated by the initial
release of treated and untreated wastewater into the environment.
Clearly, the microbial concentration of wastewater applied to the
land depends on the extent of treatment it receives.  For example,
in the United States atypical raw sewage contains 7x106 plaque-
forming units (PFU)/1,000 liters (Gerbaetal., 1975). Primary and
secondary wastewater treatment, followed by disinfection, reduces
virus concentrations to about 600 PFU/1,000 liters. The application
of tertiary treatment followed by disinfection which leads to almost
viral free effluent (6PFU/1000  liters) is not  a  common practice
(Vilker et al., 1978).

Indicators of Viruses in Water

Prior to recently  obtained data, which indicated a significant risk
associated with a low number of enteroviruses in drinking water
supplies (Haas,  1983; Haas and Heller, 1990), it was generally
            believed that coliform bacteria  were appropriate  and reliable
            indicators of the sanitary and biological states of aquatic
            environments. Viral indicators were not used in the past because
            it was believed that:

             •  viruses were not normal flora of the intestinal tract, and were
                excreted only by infected individuals (with the exception of
                children), usually several orders of  magnitude lower than
                those for coliforms;
             •  there was a lack of viral detection methods for each of the viral
                groups of public concern;
             •  enteric viruses only multiplied within living susceptible cells,
                and their numbers would be drastically decreased in sewage
                because of  the  presence  of bacteria,  and even  further
                decreased  by sewage treatment,  dilution,  and natural
                inactivation;  and
             •  although experimentally it had been shown that infection may
                result from the ingestion of  only a very few virus particles,
                community risk of infection from low level virus contamination
                has not been determined.

            Marzouk et al. (1980) have questioned the validity of bacterial
            indicators in monitoring the virological quality of water, especially
            for those countries with high incidence of waterborne illnesses
            with viral etiology. It has now been established that the bacterial
            indicator system  does not accurately reflect the occurrence of
            viruses in aquatic environments. Bacterial indicators have a much
            higher inactivation rate as compared to enteroviruses.  Thus the
            reduction of a bacteria to a safe level by treatment or natural die-
            off during self purification  in natural waters could leave a large
            number of pathogenic enteric viruses.

            Oliver (1971) has proposed the use of human enteroviruses as
            virological indicators of water and wastewater pollution since they
            retain their infectious properties for a long period of time.  During

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the earlier studies, the use of specific enteroviruses, such  as
polioviruses  and/or HAV, has also been  proposed due to the
frequent isolation of these viruses in sewage contaminated surface
waters (Goyal, 1983).  It was noted by Payment et al. (1985) that
polioviruses can be used as an indicator of enteroviruses on the
basis of their persistency.

In practice, the use of HAV as a surrogate for poliovirus was
criticized by Metcalf et al. (1978) since hepatitis A is more sensitive
to chlorination and would be readily inactivated by water and
wastewater treatment.  Currently, since the disease which is
caused by polioviruses has essentially been eradicated in this
country, thereby limiting their presence in sewage, they no longer
serve as a natural indicator of sewage contamination.  Poliovirus
also may not be a suitable index of sewage pollution in  those
countries where live attenuated poliovirus is used for vaccination
(Katzenelson, 1978). Additionally, if usedasasingle"marker,"the
transport of poliovirus may be significantly retarded compared to
other viruses (Powelson  and Gerba,  1993; 1994).

Recognition of the limitations of enteroviruses as the model of viral
pollution has led to proposals for using bacteriophages (Stetler,
1984;  Havelaar,  1987; Morinigo, 1992.). The phage index offers
several advantages because: (1) phage are constant inhabitants
of the human intestinal tract; (2) phage are  non-invasive to
humans; (3) quantitative phage assays are cheap, easy and rapid
(Bales et al, 1989; Gerba, 1985); and (4) phage  have  similar
physical properties to enteric viruses (Snowdon and Oliver, 1989).
For example, it has been shown that MS-2 is similar to poliovirus
in shape and size, 28 nm,  and PDR-1 resembles rotavirus in
shape and size,  62 nm (Powelson et al., 1990). Both phages
survive for long periods of time in ground water and have a low
tendency for adsorption to soil surfaces (Yates et  al.,  1985;
Powelson et al., 1990). The use of coliphage as an indicator of
water hygiene has been suggested by many investigators (Niemi,
1976; Borrego et al., 1987).

Detection systems have become more specific due to the concern
for proliferation of some coliphages in sewage water (Borrego and
Cornax, 1990, Snowdon, 1989: Armon and Kott, 1995), and the
presence of enteric viruses in the absence of coliphages (Deetz
et al., 1984). The use of F-specific phages (Kamiko and Ohgaki,
1992;  Nasser  and Oman, 1999), and RNA phages  of the E
morphological groups (Havelaar et al., 1993) has been suggested.
These viruses are similar to  enteroviruses in morphological
characteristics and are only invasive to F-pili carrier bacteria.
Adapting the F-specific phages, using Salmonella typhimurium
WG49 strain (Havelaar et al.,  1993) or the combination of fecal
streptococci  and E. co//viruses,  has also been proposed as the
most promising indicator of remote pollution (Cornaxand Morinigo,
1991). Furthermore,  in determining the efficiency  of a drinking
water treatment system,  the use of Clostridium perfringens and
somatic coliphages as indicators of viruses and protozoa cysts
has been suggested (Payment and Franco, 1993;  Hirata  et al.,
1991; Geldenhuys and Pretorius, 1989).

Viral Transport and Survival

The  ability to determine travel distances and survival times of
viruses in the subsurface is crucial for regulatory agencies which
are attempting to maintain sources of contamination at sufficient
distances from sources of drinking water to protect  public health
(Keswick, 1982a; Yates et al., 1987).  It is a general consensus
that the transport of pathogens in the subsurface depends on the
extent of their retention  on soil particles and their survival.  A
myriad of studies have been conducted to determine viral transport
rates under various experimental conditions. Table 2 summarizes
selected  studies  performed under  both laboratory and  field
conditions. Results shown in Table 2 indicate that solid materials
could generally adsorb/retain as much as 95 %, or even more, of
the viruses  injected  into a column.   In a column study with
breakthrough (Dowd and Pillai, 1997), 79% -100% of viruses were
removedfromsolution. As in any environmentalfield investigation,
there remains a multiplicity of options with respect to the selection
of an appropriate tracer (see Table 2).  For example, despite the
claim of Yeager and O'Brien (1979) that phages are unsuitable
indicators of enterovirus, many others have suggested that phages
are easier to work with, and maybe more accurately evaluated in
quantitative  measurements.  A thorough  review of the earlier
literature suggested that polioviruses were used extensively as
tracers during transport studies; whereas, the more  recent works
are focused  on bacteriophages.
The major factors which affect viral transport characteristics in the
subsurface are provided in  Table  3.   Among all the factors,
temperature appears  to be the  only well defined  parameter
causing a predictable effect on viral survival (Yates and  Gerba,
1984).  A direct relationship between a rise in temperature and
viral inactivation rates (K= log inactivated/hr) among various
viruses  has  been  suggested (personal communications,  C.P.
Gerba, 2003).  Badawy et al. (1990) stated that during the winter
(4-10°C), viral inactivation rates for coliphage, poliovirus, and
rotavirus were 0.17,0.06, and 0.10 per hour, respectively. Whereas,
during the summer (36-41 °C), the  inactivation  rates for MS-2,
poliovirus, and rotavirus were 0.45,  0.37,  and 0.20 per hour,
respectively. This  study also indicated that viruses may  remain
viable for 3 to  5 weeks on crops irrigated with sewage effluent;
polio and coxsackievirus up to four months on vegetables during
commercial  and household storage;  and up  to  30 days on
vegetables stored at 4°C. Rhodes etal. (1950), reported a survival
of 188 days for poliovirus in river water at 4°C.  Interestingly, Blanc
and Nasser (1996) reported that HAV survives longer than other
enteric viruses at higher temperature. It should be pointed out that
this information is based on ambient air. A more direct comparison
would be the correlation  with temperatures in the subsurface. In
this regard the inactivation rates for enteroviruses are 0.06 (10 -
15°C), 0.08 (15 - 20°C),  and 0.19 (20 - 25°C).

Microbial ecology may also play an important role in the inactivation
of waterborne viruses (Oliver and Herrmann, 1972; Herrmann and
Oliver, 1973) especially in surface waters. For example, microbial
activity could  affect viral survival by the action of  proteolytic
enzymes  of  some bacteria (Oliver and Herrmann, 1972) and
protozoa (Moseetal., 1970) in destroying the viral capsid protein.
In fact, Deng and Oliver (1995) demonstrated rapid inactivation of
HAV in the presence of bacteria.

A report by Wellings et al. (1975) claimed that viruses may survive
for periods of at least 28 days  in  ground water.  Persistence of
enteric viruses in ground water beneath land treatment sites and
septic tank discharges has been well documented in a review by
Keswick and Gerba (1980) where viral particles were recovered at
distances of  over 1 kilometer from their source. In  an important
study performed to monitor viral  movement through the soil,
Stramer (1984) introduced stool containing poliovirus into septic
tanks and detected 220 viral  particles per  milliliter in  a well
53.3 meters  away only 12 days after the initial viral introduction.
The same authorfound that the viral particles traveled 4.45 meters
per day and  persisted for 100 days in ground water after leaving
the septic tanks.
Investigations on the persistence of viruses and indicator bacteria
in ground water indicate that enteric  viruses  survive for longer
periods of time (Keswick  etal., 1982b; Yeager and O'Brien, 1979;
and Niemi, 1976) because they are more resistant to environmental
conditions (Shuval  et al., 1971). To that effect, in an attempt to

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Table 2.    Virus Transport and Attenuation in the Subsurface
Adsorbent
(Depth)
Influent
Loading
Effluent
Numbers
Experimental
Conditions
Flow
Property
Virus Removal
Capacity

Reference
Virus Attenuation by Laboratory Batch Test
Activated
Carbon



Sediments,
Kaolin,
Cellulose, and
Carbon Black
T4 phage
(108 PFU/ml)



QB, fr, MS2,
andT4
(104-109
PFU/ml)
Virus Transport/Attenuation
5 Soils
(30 - 40 cm)





Sandy Forest
Soil
(20 cm)




Coarse Sand
(13 cm)


Clay Loam
(13 cm)


Alluvial aquifer
sediments
(20 cm)



Ottawa sand
(10-20 cm)
T2 phage
(2xl07
PFU/ml)

T, phage
(4.8 x 107
PFU/ml)
Polio 1
(2xl07
PFU/ml)




Polio 1
(10s PFU/ml)


Polio 1
(10s PFU/ml)


PRD-1,MS2
(109 PFU/ml)




(|>X-174
bacterio phage
3.9x10'
PFU/ml



102-108
PFU/ml


pH = 6.9,
Ionic Strength
0.08 s/l= 1:100
(mg/mL)
T = 23 °C
pH = 7.2
T = 25 °C


Through Percolating Laboratory
<106
PFU/ml



< 106
PFU/ml
4.8 x 10s
PFU/ml





5.0 x 103
PFU/ml
2.5 xlO4
PFU/ml
<0.1 xlO3
PFU/ml
(Not
detected)
108-109
PFU/ml




5x1 04
PFU/ml
Distilled water
and traces of
salts
pH = 6.3,
T = 20 °C


Secondary
effluent (pH
7.2) followed
by distilled
water


Ground water,
sewage effluent
pH8.3,T = 5°C
and 25 °C
Ground water,
sewage effluent
pH4.3,
T = 5 and 25 °C
Ground water
and traces of
salts
pH = 7.3
T = 21 °C

pH = 7.5
T = 6-9 °C
Flask reaction
for 24 hours



Flask
reaction for
one hour

Columns
Continuous
(0.078-0.313
cm/min)




Continuous
and
intermittent




Continuous
(0.001cm/
min)

Continuous
(Avg= 0.001
cm/min)

Intermittent
(a 2 mi-pulse
injection
flushed with
6 pore
volumes)
flow
(1.6-3.4
cm/h)
96% viral removal,
removal rate: 0.04 hr ' -
0.8 hr1 in the 1st 12 hrs.
and 0.002 hr1 in the 2nd
12 hrs.
Viral adsorption was
dependent on surface
acidity of the adsorbents


No virus breakthrough,
over 95% viral removal,
the highest numbers
remained in the top few
centimeters of the
column

97% viral removal,
Polio 1 retention was
greater under
intermittent flow,
breakthrough was only
observed with distilled
water
No virus breakthrough



No virus breakthrough



79- 100% removal,
breakthrough occurred
after 1 -2 pore volumes



No breakthrough

Cookson
and North
(1967)


Sakoda et
al. (1997)



Drewry
and
Eliasson
(1968)



Duboise et
al. (1976)





Sobsey et
al. (1995)


Sobsey et
al. (1995)


Dowd and
Pillai
(1997)



Jin et al.
(1997)
Field Case Studies of Virus Transport/Attenuation
Sewage
infiltration site
soils
(silty sand and
gravel, 18.3
meters)
Flat lands
cypress dome
soils (sandy with
varied clays, 7
meters)

f2 phage
(10s PFU/ml)




Enteric
viruses:
Polio (71*),
Coxsackie
(75*),
Echo (30*)
47% of
initial
loading
dropped
after 7
hrs.
Polio
(52*),
Coxsackie
(6*),
Echo (0)

Settled sewage
effluent
adjusted to 10s
PFU/ml


Secondary
effluent spray
irrigation



Flow
(Avg = 0.6
cm/min)



Ground water





53% removal, 48 hrs.
breakthrough in 1 8
meter well



Removal ratio of 27%
for Polio, 69% for
Coxsackie, andlOO%
for Echo viruses found
in 7 meter deep well
after rainfall
Schaub and
Sorber (1977)




Wellings et
al. (1975)




       * Number of PFU counted in 500 mL sample water.

-------
Table 3.     Factors Influencing Virus Fate in Soils
         Factor
Influence on
Survival
Influence on
Migration
         Temperature(


         Microbial activity(
         Moisture content(
         PH(
         Salt species and(
         concentration(
         Virus association(
         with soil and other(
         particulate matter(


         Virus aggregation(

         Soil properties(
         Virus type(
         Organic matter(
         Hydraulic conditions(
Viruses survive longer at(
lower temperatures.(

Some viruses are inactivated(
more readily in the presence(
of certain microorganisms;(
however, adsorption to the(
surface of bacteria can be(
protective.(

Some viruses persist longer(
in moist  soils than dry soils.(


Most enteric viruses are(
stable over a pH range of 3(
to 9; survival may be pro-(
longed at near-neutral pH(
values. (

Some viruses are protected(
from inactivation by certain(
cations; the reverse is also(
true.(
In many cases, survival is(
prolonged by adsorption to(
soil; however, the opposite(
has also been observed.(

Enhances survival.(

Effects on survival are(
probably related to the(
degree of virus adsorption.(
Different virus types vary(
in their susceptibility to(
inactivation by physical,(
chemical and biological(
factors. (

Presence of organic matter(
may protect viruses from(
inactivation; others have(
found that it may reversibly(
retard virus  infectivity.(

Unknown.(
Unknown.(
Unknown.(
Generally, virus migration(
increases under saturated(
flow conditions.(

Generally, low pH favors(
virus adsorption and high(
pH results in virus(
desorption from soil(
particles.(

Generally, increasing the(
concentration of ionic(
salts and increasing(
cation valencies enhances(
virus adsorption.(

Virus movement through(
the soil is slowed or(
prevented by association(
with particulates.(

Retards movement.(

Greater virus migration(
in coarse-textured soils;(
there is a high degree of(
virus retention by the(
clay fraction of soil.(

Virus adsorption to soils(
is probably related to(
physico-chemical(
differences in virus capsid(
surfaces. (

Soluble organic matter(
competes with viruses for(
adsorption sites on soil(
particles.(
Generally, virus migration(
increases with increasing(
hydraulic loads and flow(
rates.(
Modified from Sobsey, 1983.(

-------
monitor the survival of pathogenic microorganisms with ground
water collected from a 145-meter deep well in Florida, it was
shown that poliovirus type 1 (K=-0.0019) was more stable than E
co//or S. faecalis (K=0.0012) while coliphage f2 had the highest
decay rates.  This characteristic is further substantiated by data
indicating that both rotaviruses and enteroviruses may be more
resistant to chlorination than  indicator bacteria (Melnick et al.,
1978). In terms of their relative susceptibility, some enteroviruses
such  as HAV are more  stable  under adverse environmental
conditionsthan poliovirus 1. The inherent diversityforthe longevity
of this class of viruses toward factors that affect their survival (i.e.,
soil type, pH, temperature) is apparent in Table 4. During this
assessment,  the die-off  rate constants were  calculated from
selected literature which were primarily acquired from  ground-
water investigations.

The die-off rates in Table 4 represent the time rate of change of the
concentration of a microorganism in ground water/soil by assuming
the virus die-off follows first-order kinetics. It is noted that die-off
rates are also referred to as inactivation, or decay, or survival rates
in the literature.  Inactivation is a process by which viruses lose
their ability to produce progeny (Bitton, 1980; Bitton et al., 1983).
Removal rates in solution in batch studies may represent die-off
rates of viruses, while removal rates in column or chamber studies
may represent attachment/adsorption rates and/or die-off rates
(Powelson and Gerba, 1994).

From  the case studies examined (i.e., batch, chamber, column
and field tests), the following findings were observed.

 •  Viruses adsorbed on solid surf aces can possess a significantly
    longer time  of activity than viruses  suspended in solution.
    Different inactivation rates in  water and  on solids were
    reported.  For example, the inactivation at pH 7.2 is 0.055 Ir1
    for  E. co//phage adsorbed on solids, and is 0.28  Ir1 for the
    virus in suspension (Sakoda et al.,1997).  However,  in many
    publications the inactivation rates on solids and in  solution
    were not distinguished. The inactivation rates used in studies
    of virus survival and transport are difficult to interpret.
 •  Transport of a virus in the subsurface can  be controlled by
    multi-processes, such as  advection, dispersion, adsorption,
    inactivation/decay, etc.  Many case studies usually focus on
    only one or a few processes and ignore others which can be
    of significance in controlling the transport of viruses.
 •  Parameters  used in transport studies are rarely obtained from
    independent experiments, and few experiments have been
    designed to obtain these independent parameters. Examples
    of the studies developing these independent parameters are
    Bales et  al. (1991) and Dowd et al. (1998).
 •  Many column studies  have been conducted to  examine
    adsorption/inactivation  of  viruses, but few  have  been
    conducted to examine their  elution/desorption in columns.
    Examples of the studies considering these latter processes
    are Jin et al. (1997), Dowd et al.  (1998), and Powelson et al.
    (1993).
 •  In many cases, equilibrium adsorption is of little significance,
    and kinetic  sorption with prevailing attachment/sorption
    appears  to control virus removal in the field (e.g., Schijven
    and Hassanizadeh, 2000).
 •  Many experimental studies in relation to virus transport have
    been published; however, relatively few efforts have been
    made to simulate experimental results. Jin et al. (1997) and
    Dowd et  al.  (1998) are two examples of such simulation.
As discussed earlier, viral transport through porous media is
controlled by sorption and by inactivation (Bales et al., 1993; 1995;
Bitton, 1975; Murray and Laband, 1979). However, adsorption of
viruses to soil should not be confused with their inactivation since
adsorption  is not permanent and can  be  reversed by the ionic
characteristics of the percolating water (Vilker et al., 1978; Bales
etal.,1993). Reversible sorption of poliovirustype 1 andcoliphage
T2 from clay resulted in  fully infectious particles (Carlson et al.,
1968).  Viruses can remain  infective after a travel distance of
67 meters vertically and 408 meters horizontally (Keswick and
Gerba, 1980). According  to Murray and Parks (1980),  various
forces involved in the attachment of viruses to soil particles  may
include hydrogen bonding, electrostatic attraction and repulsion,
van der Walls forces, and covalent ionic interaction. Bales et al.
(1991) demonstrated the  importance  of solution  pH and  soil-
surface  hydrophobicity in  attachment  and  detachment  of
bacteriophage from solid  surfaces.   Bales et  al.  (1993) have
shown that  low levels of organic matter in porous media can retard
viral transport.

Adsorption  or release of viruses from soil particles is due to the
amphoteric nature of the external viral proteins.  Thus, both ionic
strength and pH  strongly affect the  adsorption process
(Duboise et al., 1976). Many viruses sorb more  strongly in acidic
water. Any sharp increase in the pH may enhance the detachment
and, therefore, the mobility of the viruses that are attached to the
soil matrix.  Hydrophobic  interactions are also involved in  the
adsorptionofvirusestosands(Dizeretal., 1984). Virus adsorption
is significantly influenced by a number of parameters such as the
type of virus, soil type,  virus load,  pH, and salt concentration
(Gerba and Bitton, 1984). Although viruses including polio, HAV,
reovirus, and coxsackievirus sorb more strongly to clay rather
than  silt and sand particulate, the extent of sorption  of
coxsackievirus seems to  be limited and without any relationship to
the texture  of geologic materials. Batch studies with 28 viruses
and 9 soil types indicated a wide range of virus adsorption from
0.01 to 99.9 percent (Goyal and Gerba, 1979).  The diversity of
data  reported in the literature makes viral transport modeling
difficult (Powelson etal.,  1990). According to Yatesetal., (1987),
modeling capabilities far  exceed our current understanding of the
behavior of viruses in soil and ground water.

Hydrophobic interactions  are  apparently also responsible for
sorption of  viruses at the air-water interface in unsaturated soils
(Thompson etal., 1998). Some experimental evidence suggests
viruses sorbed at these sites may undergo accelerated inactivation
rates (Thompson and Yates, 1999). When viruses are adsorbed
to the air-water interface they may be considered to be effectively
removed from the transport process (Chu et al., 2001).  This is
because environmental models have not yet been developed for
advection at this surface.  Just as virus  inactivation  may be
accelerated at the  air-water interface, some  have  suggested
sorption at the solid-water interface may enhance virus longevity
(Sim and Chrysiopoulos, 2000).  These notions have yet to be
rigorously tested experimentally, and as yet, a physical basis for
them  has not been established.

It should also be noted that most soils  have enormous buffering
capacity to maintain apH balance, thereby averting the release of
viruses. The soil's organic content canfurtherserve as a retardation
factor for some viruses.  In general, reoviruses sorb strongly to
organic materials as compared to poiioviruses and HAV. Vilker et
al. (1978) also questioned  the results of transport studies based
on artificially high initial concentrations  of viruses and high water
flow rates as compared to those observed in thefield (approximately
0.01 cm/min).  As expected, the behavior of viruses, as with any
other  biotic system in the environment is diverse. For example,
while  Drewry and Eliassen (1968) have shown that percolation
through a  few meters  was sufficient  for the  removal  of  viral

-------
Table 4.     Die-off Rate Constants (day1) of Pathogens in the Subsurface
Microorganisms
Poliovirus 1




Poliovirus 3
Coxsackievirus A- 13
Coxsackievirus B-l
Coxsackievirus B-3
Coxsackievirus A-9
Coxsackievirus B-3
Fecal streptococcus

Fecal Coliforms
E. coli
E. coli
RotavirusSA-11

Coliphage f2
F+ phage
Die-off Rate
(day1)*
"0.96
"0.52
0.77
0.21
"0.01
b0.02
b0.03
0.013
0.07
0.016
0.024
C0.51
C0.66
c>1.42
c>1.42
1.26
1.0
"3.4
0.41
0.19
b 2.2
"0.12
b0.27
0.23
"0.45
0.32
b 0.001
b 0.018
b0.03
0.36
b0.20
0.39
bo.oi
b0.02
b0.03
Environmental Conditions
SW;pH, 8.3; T, 23-27 °C
SW;pH, 8.3 ;T, 4-8 °C
SW; pH, 7.8; T, 12-20°C
GW;pH, 7.8; T, 3-15 °C
GW; pH, 7.4; T, 10 °C
GW; pH, 7.4; T, 20 °C
GW; pH, 7.4; T, 30 °C
GW saturated loamy soil; T, 10 °C
GW saturated loamy soil; T, 23 °C
GW saturated sandy soil; T, 10 °C
GW saturated sandy soil; T, 23 °C
GW, sandy soils; pH 8.3; T, 5 °C
GW, sandy soils; pH 4.3; T, 25 °C
GW, clay loam; pH 8.3; T, 5 °C
GW, clay loam; pH 8.3; T, 25 °C
SW;pH, 8.3 ; T, 23-27 °C
SW;pH, 7.5; T, 9-12 °C
SW;pH, 8.3; 1,23-27 °C
SW;pH, 8.3 ;T, 4-8 °C
GW;pH, 7.8; 1,3-15 °C
Sand-silty soil; pH 7.8, T, 23 °C
Sand-silty soil; pH 7.8, T, 23 °C
GW;pH, 7.5; T, 9-12 °C
GW;pH, 7.8; T, 3-15 °C
GW;pH, 7.5; T, 9-12 °C
GW;pH, 7.8; T, 3-15 °C
GW; pH, 7.4; T, 10 °C
GW; pH, 7.4; T, 20 °C
GW; pH, 7.4; T, 30 °C
GW;pH, 7.8; T, 3-15 °C
GW; pH, 7.8; T, 23 °C
GW;pH, 7.8; 1,3-15 °C
GW; pH, 7.4; T, 10 °C
GW; pH, 7.4; T, 20 °C
GW; pH, 7.4; T, 30 °C
Experimental
Methods
Chamber*
Chamber
Batch test
Batch test
Column test
Chamber
Chamber
Chamber
Chamber
Batch test
Chamber
Chamber
Chamber
Chamber
Batch test
Chamber
Batch test
Chamber
Batch test
Reference
O'Brien & Newman
(1977)
Keswick et al. (1982b)
Nasser & Oman (1999)
Blanc & Nasser (1996)
Sobseyetal. (1995)
O'Brien & Newman
(1977)
Keswick etal. (1982b)
O'Brien & Newman
(1977)
Keswick et al. (1982b)
Hurst etal. (1980)
McFeters et al. (1974)
Keswick etal. (1982b)
McFeters etal. (1974)
Keswick et al. (1982b)
Nasser & Oman (1999)
Keswick etal. (1982b)
Hurst etal. (1980)
Keswick etal. (1982b)
Nasser & Oman (1999)
        * as -logltl Ct/Co; GW, Ground Water;  SW, Surface Water; BGS,
        Below ground surface
        a One log reduction required time (LRT) was used in the reference
        paper for the inactivation rate.
        b The values were estimated by curve fitting graphically.
        °Soil columns (13.3 cm long by 2.5 cm diameter) were each dosed
with 13.5 ml of virus-seeded ground water. In 53 days, a total of
16 doses were given to each column. Each dose (13.5 ml) of
virus-seeded ground water was kept in a column for about 3.5
days, and then drained. Mean value of the 16 doses was
presented in the reference. The values in this table are logltl
reduction per day by dividing the mean value by 3.5  (day).

-------
Table 4.      continued
Hepatitis A virus



MS2 bacteriophage





PRD-1 bacteriophage


(j>X-174
bacteriophage
MS-2 bacteriophage
M-l
PRD-1
"0.06
"0.016
"0.03
0.001
0.01
0.015
0.023
°0.42
C0.45
c>0.94
c>0.94
0.05
0.16
0.12
0.19
0.028
0.053
0.032
c>1.45
°>1.45
2.24
0.15
0.28
5.82
0.32
0.57
0.028
0.026
0.055
0.034
d=5
14.2-17.3
0.5
1.8
0
0
GW;pH, 7.4; T, 10 °C
GW; pH, 7.4; T, 20 °C
GW; pH, 7.4; T, 30 °C
GW saturated loamy soil; T, 10 °C
GW saturated loamy soil; T, 23 °C
GW saturated sandy soil; T, 10 °C
GW saturated sandy soil; T, 23 °C
GW sandy soils; pH, 8.3; T, 5 °C
GW sandy soils; pH, 8.3; T, 25 °C
GW clay loam; pH, 8.3; T, 5 °C
GW clay loam; pH, 8.3; T, 25 °C
GW saturated loamy soil; T, 1 0 °C
GW saturated loamy soil; T, 23 °C
GW saturated sandy soil; T, 10 °C
GW saturated sandy soil; T, 23 °C
N. Carolina GW; pH, 7.9; T,12 °C
Arizona GW; pH, 8.2; T, 12 °C
New York GW; pH, 7.3; T, 12°C
Clay loam; pH, 4.3; T, 5 °C
Clay loam; pH, 4.3; T, 25 °C
Wetland, 0-3 BGS (m); summer
Wetland, 3-70 BGS (m); summer
Wetland, 0-70 BGS (m); summer
Wetland, 0-3 BGS (m); winter
Wetland, 3-70 BGS (m); winter
Wetland, 0-70 BGS (m); winter
GW saturated loamy soil; T,10 °C
GW saturated loamy soil; T,23 °C
GW saturated sandy soil; T, 10 °C
GW saturated sandy soil; T, 23 °C
Sandy aquifer; pH 5.7; T, 11.5 °C
Ottawa sand saturated with
phosphate saline solution (pH =
7.5); T, 6 - 9 °C
GW with fresh soil; T, 25 °C
GW leached soil; T, 25 °C
Sand (fine-medium grained)
Sand (fine-medium grained)
Batch test
Batch test
Batch test
Column test
Batch test
Batch test
Batch test
Column test
Field test
Field test
Batch test
Batch test
Field study
Column
study
Column
study
Field study
Nasser & Oman (1999)
Blanc & Nasser (1996)
Blanc & Nasser (1996)
Sobseyetal. (1995)
Blanc & Nasser (1996)
Blanc & Nasser (1996)
Yates&Gerba(1984)
Sobseyetal. (1995)
Chendorain et al. (1998)
Chendorain et al. (1998)
Blanc & Nasser (1996)
Blanc & Nasser (1996)
Bales et al. (1995)
Jin etal. (1997)
Powelson et al. (1991)
Bales et al. (1997)
      > = virus reduced to limit of detection
      de  The initial concentration was 1.4 x 107/ml, the breakthrough
         peak was detected on the 3rd day and the concentration dropped
         to 50-99 PFU/ml. This is approximately a 5 log,0 reduction.
         Very low concentrations (0.6-8 PFU/ml) were detected
         between the 3ri day to the 24«> day.
      #  In the chamber test, nucleopore polycarbonate membranes
         (0.015 mm) were sandwiched between natural rubber gaskets of
the plexiglass chamber. Then, the chambers were filled with virus
or bacteria suspended in sterile water. The loaded chambers were
placed in the bottom of a 10-gallon covered container that had been
modified to provide a continuous flow of ground water or in a
natural environment.  In the chamber test, the loaded chambers
were placed in a flowing condition (in a natural stream, in a
container with flow, or within a well) while the batch test was
conducted in a static condition.
                                                                  10

-------
contamination, poliovirus type II used as a "marker" was isolated
from a 30 meter deep well located 100 meters from a wastewater
drain field in Michigan (Macketal., 1972). Therefore, current rule-
making considerations forthe upcoming Ground Water Rule entail
a sampling program requirement. Some of the discrepancies in
the reported results of these investigations also may be attributed
to physical heterogeneity (Harvey et  al., 1993) and the  earlier
methods  used for the detection and concentration of enteric
viruses which were usually less than 50 percent efficient (Gerba,
1985).  The use of reliable current methodologies (i.e., molecular
techniques) can, however, minimize the variance between reported
and actual numbers.  Practices designed to ensure compliance
with drinking water standards might more properly rely instead on
a cadre of multidisciplinary approaches including predictive models,
geological settings that result in viral retention, as well as sampling
and analysis. To this end, EPA is aiming, by its proposed Ground
Water Rule, to reduce the public health risk related to the ingestion
of waterborne pathogens from fecal contamination for a large
number of people served by ground water.

In an attempt to demonstrate how to obtain parameters from
laboratory experiments  which were  designed for investigating
inactivation and adsorption of viruses, the following case study is
offered.

A Case Study

To investigate the  influence of inactivation and adsorption
mechanisms in water, Rossi and Aragno (1999) presented a batch
agitation technique to examine inactivation-adsorption kinetics
simultaneously.  An initial amount of bacteriophage T7 of about
                                    3x 105 plaque-forming units (PFU) with and without colloid clay
                                    particles was used in the batch study, and the evolution of the
                                    amount of bacteriophage was recorded as shown in Figure 3. The
                                    inactivation and  adsorption  mechanisms  of viruses in  a
                                    montmorillonite suspension are mathematically described as:
                                                      O Q


                                                     P~5t =
                                                                                         (D
(2)
                                     where:
                                      C is the number of free viruses per unit volume in the aqueous
                                        phase,

                                      S is the  number of viruses per unit mass of solid in the solid
                                        phase,

                                      t  is time,

                                      6 is the volume fraction of the aqueous phase,

                                      p is solid density in the suspension,

                                      H1 and |is are the inactivation rate coefficients for free viruses in
                                        the aqueous phase and in the attached solid, respectively,
                                        and

                                      ^attachanc' ^deta* are^ne attachment (adsorption) and detachment
                                        (desorption) rate coefficients.
                            100
z>
LL
Q_
                       CD
                       O)
                       CO
                                                                         Observed
                                                                         Simulated
                                               50          100         150
                                                       Time (min)
                                                                 200
Figure3.   Adsorption and inactivation kinetics of phage T7 in 2.5% montmorilllonite suspension (/fattach = 0.10 min"1,
            /cdetach= 0.073 min"1, u^ = 0.036 min"1, u,s = 0 min"1).  Experimental data are obtained from Rossi and Aragno
            (1999).
                                                        11

-------
The left-hand side of equation (1) is the time rate of change of
viruses in the aqueous phase and in the solid phase, and the right-
hand side is the loss of viruses due to inactivation in the aqueous
phase and in the solid phase, respectively. Equation (2) states
that the time rate of change of the viruses on a solid phase equals
the difference between the attachment  of viruses from solution to
solid and the  detachment  of the viruses from solid phase to
aqueous phase.  The system of equations (equations 1  and 2) is
solved using a second-order Runge-Kutta algorithm with proper
initial  conditions when  the inactivation  rate  coefficients and
attachment/detachment  rate  coefficients are known. When
experimental data are available, a least-square curve fitting
technique  is applied to  estimate the parameters.  Results of
Rossi/Aragno parameter estimation indicate that the inactivation
rateofvirusesonsolidphaseisnotofsignificance(i.e., (o.s= 0 min~1).
The same  analyses showed that  the other parameters  are
/fattach= 0.10 min'1, frdeta(,h= 0.073min'1, and n1= 0.036min-1. Inthis
case,6 is 0.975 and p is 0.025 mg/ml. These parameters indicate
that virus attachment processes (the  term 6kattachC ) are much
faster than the detachment processes (the term pkdetachS). This is
depicted in Figure 3 where the phageT7concentration dramatically
decreases in the early time period.

Effect of Hydrogeologic Settings on Viral Movement

The concentration and loading of viruses and the hydrogeologic
setting through which they move will control the potential for viral
migration  to wells to a  much greater extent than  biological
survivability.  A  hydrogeologic setting often consists  of a  soil
underlain  by unconsolidated deposits of sand,  silt, and  clay
mixtures over rock. The setting further incorporates unsaturated
and saturated zones.  For purposes of this discussion, the amount
of precipitation  available to transport the  virus through  the
subsurface will not be considered, although it is recognized that
infiltration acts as a transport mechanism as well as a dilution
factor.

All other factors being equal, the persistence of viruses  at a well,
or other source  of water, is most likely where saturated flow
transports large  concentrations of the  particles along short flow
paths through media which contribute little to attenuation.  Although
the interrelated  processes  that  control viral movement and
persistence in the subsurface are not completely understood
(Cadmus Group, et. al., 2000), some of  the major hydrogeological
factors that can be used to evaluate the potential for viral presence
in ground-water wells include:
  •  transport mechanisms (unsaturated versus saturated flow
    conditions);
  •  type of media through which the virus will travel (clays versus
    sands versus fractured media);
  •  length of flow path to the extraction point (well); and
  •  time of travel.
Hydrogeologic settings with shallow  water tables are  more
susceptibleto viral transport. Viruses are attenuated or immobilized
by processes such as  dessication,  microbial  activity,  and
stagnation.  Further, viruses commonly bind to soil particles, fine-
grained  materials, and  organic  matter.   The lower transport
velocities  associated with unsaturated conditions (e.g., move,
stop, move cycle) allow these processes more time to  occur. If
viruses are introduced directly into the  water table (such as from
leaching tile fields associated with onsite sewage disposal) or if
the volume of contaminants can maintain saturated flowconditions
(such  as in some artificial recharge situations), the potential for
contamination is increased (Aller et. al., 1987). Where the viral
concentration is high, the probability of contaminant migration is
increased regardless of the hydrogeologic setting.  Therefore, in
hydrogeologic settings  with  deeper water tables and where
contaminants are not introduced intothe aquiferthrough saturated
flow conditions, viruses are much less likely to survive  being
transported to a well.

Hydrogeologic settings  with  interconnected fractures or large
interconnected void spaces that lack fine-grained materials have
a greater potential for viral transport and well contamination. Karst
aquifers, fractured bedrockand gravel aquifers have been identified
in the proposed Ground-Water Rule as sensitive hydrogeologic
settings (U.S. EPA, 2000).  In these settings, fractures and large
void spaces allow rapid transport through the aquifer, thereby
reducing the amount of time and particulate contact available for
attenuation.  Potential interaction with rock walls along fractures
is reduced, and contact  with fine-grained materials for potential
sorption sites is minimal.

Similar to fractured rock aquifers, gravel aquifers with only a small,
fine-grainedfraction have little potential for viral sorption. However,
as the amount of fine-grained material increases, effective grain
size decreases, the potential for sorption increases, and travel
times decrease.  Finer-grained aquifers  and aquifers where void
spaces  are less interconnected or smaller are, therefore, less
likely to transport viruses significant  distances.

The potential for physical viral removal by filtration  also appears
to increase as grain size becomes smaller, although the filtration
processes are not  well understood due to their size.  However,
filtration of bacteria, which are larger  than viruses,  has been
shown to be an effective removal mechanism.

Hydrogeologic settings where fractures are not as interconnected
or where more tortuous flow paths must be followed to reach a well
also allow for greater viral removal.  For example,  in many rock
aquifers, ground-water flow follows  bedding planes that may
result in an elongated, indirect pathway to a well.  In other rock
aquifers, flow must travel around and through cemented portions
of the matrix thereby increasing the flow path. Similarly,  sand and
gravel aquifers with fine-grained materials in the  matrix will have
less direct flow paths as the water flows  around the finer-grained
materials. Generally, it can be stated that tortuosity  increases the
length of the flow path and decreases the hydraulic conductivity,
thus decreasing viral survival. Where finer-grained materials are
present or fractures are  less interconnected, flow paths are also
longer, thereby offering some protection to wells in more permeable
units.

Hydrogeologic settings where time of travel is short have a greater
potential for viral  contamination.  Where less permeable units
(called aquitards)  restrict or reduce vertical flow to underlying
aquifers, time of travel is increased.  Although inactivation rates
have been shown to be extremely variable, time is a major factor
affecting virus viability.

Due to the importance of hydrogeologic settings, the proposed
Ground Water Rule thoroughly addresses this issue to identify
wells that are sensitive to fecal contamination.  A component of
the proposed Ground Water Rule  requires states to perform
hydrogeologic assessments for the systems that distribute ground
water that is not disinfected (source waters that are  not treated to
provide 99.99% removal or inactivation of viruses). The states are
required to identify sensitive hydrogeologic settings and to perform
monitoring for indicators of fecal contamination from  sensitive
hydrogeologic settings (see U.S. EPA, 2000, for the  complete
proposed strategy).
                                                           12

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Virus Transport Modeling

One method  of  addressing  regulations  associated with virus
exposure, such as  ground-water disinfection, the application of
liquid and solid waste to the land, and wellhead protection zones,
is the application of predictive virus transport models.

The states may choose to employ fate-and-transport models as
screening tools to identify hydrogeologic barriers for a particular
water supply aquifer.  (U.S. EPA defines a hydrogeologic barrier
as the physical, biological, and chemical factors, singularly or in
combination, that prevent the movement of viable pathogens from
a contaminated source to a public supply well.)  To this end, the
subject of modeling will become pertinent and will be discussed
herein. Like most predictive modeling efforts, the results depend
on the conceptual basis of the model as well as the quality and
availability of input data (Corapcioglu and Haridas, 1984).  Clearly,
a thorough understanding of the processes  and parameters
associated with virus transport are essential elements in their
application.

As shown in considerable detail in Table 3, some of the more
important subsurface virus transport factors include soil water
content and temperature, sorption and desorption, pH, salt content,
organic content of the soil and ground-water matrix, virus type and
activity, and hydraulic stresses.  Berger (1994) indicated that the
inactivation rate of viruses is probably the single most important
parameter governing virus fate and transport in ground water.

Some of the existing models require only a few of these parameters
which limit their  use to screening level activities, while others
require input information which is rarely available at field scale and
is usually applied in a research setting. One limitation  of most
models is that they  have been developed for use in the saturated
zone.  It  has been  shown, however, that the potential for virus
removal is greater in the unsaturated zone than in ground water
(Gelhar, 1992).

Despite the number of models developed at present, tests of the
models against field data are not abundant. Simulation results of
the developed models were either compared to the analytical
solutions or fitted to data obtained for laboratory experiments.
Even though some models were developed to handle the complex
processes involved in virus  transport, only simplified simulation
results were compared against ideally controlled experimental
conditions (Vilker and Surge,  1980;  Matthess and Pekdeger,
1981; Tim and Mostaghimi,  1991; Teutsch et al., 1991).

The existing codes for virus transport can be placed into two
categories. As shown in Table 5, the first group contains computer
codes which are readily available to the public and which have
user's manuals.  The second group, shown in Table 6, contain
computer codes which were developed for research purposes.
Better understanding of virus transport mechanisms was the main
motivation in  developing  these codes,  rather than  public
dissemination.  As a result, further discussions herein will be
limited to the models in Table 5.

VIRALT,  developed for EPA's Office  of Drinking  Water,  is a
modular,  semi-analytical and numerical code that simulates the
transport and fate of viruses in ground water. The code computes
viral concentrations in extracted water describing both steady-
state and transient transport  including advection and dispersion in
the vertical direction in the unsaturated zone. Along ground-water
flow  lines in  the saturated zone  it  handles adsorption  and
inactivation.

CANVAS was developed in  order to improve on its predecessor,
VIRALT. The major enhancements implemented in CANVAS are:

  •  CANVAS can simulate  multiple contaminant sources in the
    unsaturated or saturated zones whereas VIRALT is limited to
    a single source;
  •  transverse, as well as longitudinal and horizontal dispersion
    in the saturated  zone  is simulated  by CANVAS  whereas
    VIRALT is limited to longitudinal dispersion;
  •  a colloidal filtration term  is designed to simulate the facilitated
    transport of viral particles through the  unsaturated  and
    saturated zones; and
Table 5.    Publicly Available Virus Transport Codes: Group I
Program Name
VIRULO
v. 1.0


VIRALT
v. 3.0


CANVAS
v. 2.0



VIRTUS
v. 1.0



Year
2002



1994



1994




1991




Authors
Faulkner et al.
@
U.S. EPA-ORD

Park et al.
@
Hydro-Geologic

Park et al.
@
Hydro-Geologic


Yates et al.
@
U.S. Salinity Laboratory


Description
A Monte Carlo-based screening model for predicting total
virus mass attenuation in the unsaturated zone.
Processes Considered: advection, dispersion, sorption,
inactivation, and uncertainty.
A modular semi-analytic and numerical code for transport
and fate of viruses in the unsaturated zones.
Processes Considered: advection, dispersion, sorption.
and inactivation.
A modular semi-analytical and numerical code for
transport and fate of viruses in the unsaturated and
saturated zones.
Processes Considered: advection, dispersion, sorption.
inactivation, and colloidal filtration.
A numerical code for transport and fate of viruses in the
unsaturated zone. The vims transport is coupled with the
flow of water and heat through soil.
Processes Considered: advection, dispersion, sorption,
and inactivation.
Remarks
Developed
by EPA-
ORD

Developed
for EPA


Descendant
of VIRALT



Research-
oriented
code


                                                         13

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Table 6.     Other Virus Transport Codes (Developed for Research Purposes): Group I
Authors
Chuetal.,
2001
Sim&
Chrysikopoulos,
2000.
Lindqvist et aL,
1994
Tan et al.,
1994
Hornberger et al.,
1992
Tanet al.,
1992
Harvey &
Garabedian,
1991
Lindqvist &
Bengtsson,
1991
Tim&
Mostaghimi,
1991
Taylor &
Jaffe,
1990
Matthess et al.,
1988
Corapcioglu &
Haridas,
1985
Matthess &
Pekdeger,
1981
Vilker & Burge
1980
Vilker etal.,
1978
Title of Research Paper
Mechanisms of virus removal during
transport in unsaturated porous media
Virus transport in unsaturated porous
media
A kinetic model for cell density
dependent bacterial transport in porous
media.
Transport of bacteria in an aquifer
sand: Experiments and model
simulations.
Bacterial transport in porous media:
Evaluation of a model using laboratory
observations.
Transport of bacteria during
unsaturated soil water flow.
Use of colloid filtration theory in
modeling the movement of bacteria
through a contaminated sandy aquifer.
Dispersal dynamics of ground-water
bacteria.
Model for predicting virus movement
through soils.
Saturated and biomass transport in a
porous medium.
Persistence and transport of bacteria
and virus in ground water - A
conceptual evaluation.
Microbial transport in soils and ground
water: A numerical model.
Concepts of a survival and transport
model of pathogenic bacteria and
viruses in ground water.
Adsorption mass transfer model for
virus transport in soils.
Application of ion
exchange/adsorption models to virus
transport in percolating beds.
Journal
WRR
37(2)
WRR
36(1)
WRR
30(12)
WRR
30(2)
WWR
28(3)
SSSAJ
56(5)
ES&T
25(1)
ME
21(1)
Ground
Water
29(2)
WRR
26(9)
JCH
2(2)
AWR
8(188)
STE
21(149)
WR
14(783)
AIChE
178(84)
Solution
Method
FDM
FDM
FDM&
ANAL
FDM
ANAL
Quasi-
ANAL
ANAL
ANAL
FEM
FEM
ANAL
ANAL,
FEM
Not Clear
ANAL
ANAL
Processes Considered
Advection, dispersion, mass-
transfer, adsorption, and
blocking
Advection, dispersion,
adsorption, and mass-transfer
Advection, dispersion, and
non-equilibrium sorption
Advection, dispersion, and
sorption (max retention
capacity included)
Advection, dispersion, and
clogging/declogging
Dispersion and sorption
Advection, dispersion,
sorption, and filtration
Advection, dispersion, non-
equilibrium sorption, and
decay
Advection, dispersion, linear
equilibrium, sorption, and first
order decay.
Program Name: VIROTRANS
Advection, dispersion,
sorption, growth/decay, and
shear/filtration. The change in
parameter values due to
biofilm clogging was
included.
Advection, dispersion,
sorption, and filtration.
Advection, dispersion,
sorption, decay/growth, and
clogging/declogging.
Transport equation is coupled
with nulrient concentration.
Discussion on controlling
factors for bacteria/virus
transport.
Adsorption mass transfer
model.
Ion exchange/adsorption
Medium
Un-
saturated
1-D
Un-
saturated
1-D
Saturated
1-D
Saturated
1-D
Saturated
1-D
Un-
saturated
1-D
Saturated
1-D
Saturated
Sand
Column
Un-
saturated
Soil
Saturated
Column
Saturated
1-D
Saturated
1-D&
2-D
Saturated
medium
Batch &
Column
Saturated
Column
        WRR:    Water Resources Research     SSSJ:
        ME:     Microbial Ecology           WR:
        JCH:     Jour, of Contaminant Hydrol.   AWR:
        ES&T:   Environ. Sci. & Tech.         STE:
Soil Sciences Society of America Jour
Water Research
Advances in Water Resources
Science of the Total Environment
ANAL:   Analytical
FEM:    Finite Element Method
FDM:    Finite Difference Method
AIChE:   Am. Inst. for Chem. Eng. Symp. Ser.
                                                                  14

-------
  •  allows the  virus  inactivation  coefficient to be  either
    temperature-dependent or given as a user-specific value.
VIRTUS is a finite difference model for virus fate and transport in
unsaturated soil. The model allows the virus inactivation rate to
vary based on soil temperature.   It supports unsteady flow,
transport in layered soils, different inactivation rates for adsorbed
versus freely suspended viral particles, and the flow of heat
through soil.  It assumes that  viruses are introduced at the soil
surface. VIRTUS is based on mass conservation of a contaminant
in porous media and couples the flow of water, viruses, and heat
through the soil. The model can be used to estimate the number
of viruses that reach ground water after traveling through soil from
a contamination source.
VIRULOwas developed to fill the need for a predictive screening
model.  It uses the assumption of gravity flow infiltration and time
averaging to solve governing equations for advection, dispersion,
adsorption,  and  mass-transfer developed by  Sim  and
Chrysikopoulos (2000).  This model was produced with the idea
that in many cases very little information may be known about a
particular site.  It supplies a small database of default parameters
for water flow and virus transport. At a minimum, the user needs
only to select one of the twelve USDA soil categories, a virus
whose attenuation will be predicted, and a thickness of a soil bed
of interest.  The Monte Carlo method is employed with  known or
assumed distribution functions  for the input parameters. Random
number generators are used internally, and a graphical display of
the histogram of predicted  attenuations is produced, along with
the number of times a user-specified level of attenuation was not
achieved in a given number of simulations (1,000,000 by default).

Virus transport modeling is  inherently fraught with uncertainty. It
has been suggested that models have a tendency to under-predict
virus transport, and hence their  use as a sole criterion for purposes
of determining regulatory compliance is questionable (Yates and
Jury, 1995). Currentrule-makingconsiderationsfortheforthcoming
Ground Water Rule consider modeling as a potential tool which
can be useful, but a sampling program will always be a  requirement.

Example Application of the  VIRULO Screening Model
The use of municipal sewage  effluent for irrigation  is a growing
trend  in urban and suburban  areas.  It represents  an  attractive
means by which water that has undergone treatment, but not to a
level making it suitable for open distribution, can fulfill a need at
greatly reduced costs. This is because the soil above the ground-
water table through which irrigation water percolates can be
viewed as a natural means of filtration. In a completely engineered
system, the final stages  of treatment to a level suitable for human
consumption  are very  costly.  Depending  on the degree of
disinfection applied to the effluent, viruses may have undergone
little or no attenuation prior to irrigation. Therefore, there is a
potential for viral contamination to underlying  aquifers if natural
filtration above the ground-water table is not sufficient to remove
viable viruses.  U.S. EPA Region VI recently  conducted pilot
Comprehensive Performance  Evaluations for ground  water for
selected water supply systems in Texas and New Mexico (e.g.,
U.S. EPA, 2000).  In these evaluations, the ground-water system
itself is considered as a component of the overall water supply
system  performance. The evaluations frequently cite a goal of
achieving "99.99% virus inactivation," in order  for  the ground-
water system to be considered acceptable.

These notions have implications for planning.  Parks and golf
courses are the most common sites  of irrigation with  municipal
sewage effluent.  In a gross sense, information from  soil surveys,
along  with a screening  model, can provide an indication of the
level of  risk of viral contamination (to the ground-water table) a
particular site may have.  Figure 4 shows a map of a portion of
Wake County, North Carolina, which contains the city of Raleigh
and its suburbs.  The areas shown outlined in black represent
locations of park lands and open space which might be suitable for
irrigation with municipal sewage effluent.

The VIRULO screening model treats the total cumulative mass
attenuation of viruses probabilistically. It contains a small database
of input parameters describing soil properties that control rate of
water percolation (Figure 5) and virus properties that control
sorption,  equilibrium partitioning between  suspension and
adsorption to soil particles, and inactivation rates (Figure 6). As
shown in Figures 5 and 6, the parameters are grouped by default
according to USDA soil type and virus of interest. The database
was built from information in the USDA's UNSODA database,
managed by the U.S.  Agricultural Research Service, and from an
extensive  literature search of experiments for virus behavior in
soils.  All parameters  were assumed to be either normally or log-
normally distributed, as determined by examination of histograms
of experimental outcomes. VIRULO uses the Monte Carlo method
with computer generated random numbers conditioned on  the
parameters  to produce  outputs  of total  time-integrated  mass
attenuation, defined as the average total amount of viable viruses
leaving the bottom of a soil bed divided by the total amount arriving
at the top of the soil bed  (Figure 7).  VIRULO presents  the
outcomes in a histogram of values  of minus the base-10 logarithm
of attenuation (Figure 8).

The soil survey for Wake County includes listings of the seasonal
high water table, which depends on soil type as well as geographic
location (proximity to  streams and topography).  The soil survey
data can be  used as input to the VIRULO model with the default
parameters to get a spatially explicit representation of the possible
level of risk associated with irrigating in a particular park or open-
space area, as shown in Figure 9. The information produced is far
from being definitive because of seasonal variability and soil in-
homogeneity, but it can  serve as a guide to highlight areas of
concern. The assumptions  used  in VIRULO and the conditions
under which  large error may be incurred from employing them are
listed  in Table 7.

One  reason predictive modeling  of viral fate and transport is
especially difficult is the fact that only one or two virus particles can
infect  any human who ingests them. Thus the margin for error is
very small, and even very low probabilities of virus persistence
may still represent cause for concern.

Setback Distances

Traditionally, state and county regulators have established fixed
setback distances for all geologic settings in their jurisdictions.
For example, the distance between a septic tank and a private well
would, in many instances, be as little as 50 feet and would apply
for tight clays as well as fractured rock.  It  would apply to areas
where the water table  was near the surface as  well  as  at
considerable depth.  As discussed in this  document, the travel
time or transport distance of viral particles depends on a number
of factors including moisture content, geological setting, type and
depth of the soil overburden, and source loading, only to name a
few.

Frequently, guidelines established as minimum distances became
so standard that a well was often positioned precisely 50 feet from
the septic tank.  In the survey conducted as part of the proposed
Ground-Water Rule,  setback distances were found to be quite
variable (U.S. EPA, 2000). Some of the distances were presumably
based on scientific principles, while others were holdovers from
past practices.
                                                         15

-------
                                  6
NCSUAG Lands
            fates Mill/

                 Open
                 Water
Figure 4. Map of portion of Wake County, North Carolina.
SWlrulo
jJSJJU
File Edit Run About )k> Start Simulation [ •stop Threshold Attenuation (c): | 4 1 (-login)
sEA Flow Parameters
Parameter
8r
tog,0a
P
:
L
loamysand »

^'ijV| Virus Parameters ijj|j| Histogram -— _ Probability
Mean Strf, Deviation Units
0.05
0
0 39
•12
057
028
1500000.0
4.2E-4
0.00559
117
0.5
o.ot
0
0.04
0.22
0.06
0.04
1B7000.0
2.2E-5
t.06-4
7.38
0.1

IE Uniformly Random
m'm-1
Iofl10(m-')
logUH.)
om-1
m
m
Celsius
m
 Figure 5.  Flow parameters input panel in VIRULO.
                              16

-------
                         File Edit  Run About
                              Threshold Anenuaion (if |  4  | (-logio)
                           $ Flow Parameters  < '':.' virus Parameters   Jjj]] Histogram   r^ Probability
                         Parameter
                                        Mean
                                         •3.941
                                         •3.446
                                         0.00134
                                         0.00927
                                         3.5E-6
                                         0.001203
Figure 6.   Virus parameters input panel in VIRULO.
                         Cw(in)
                                             max
                                       time
                        t
                        I
                                                        Std. Deviation
                                                                        Units
                                                        0.782
                                                        0.782
                                                                        (Ofl10(h-')
                                                        00018
                                                        00818
                                                                        nih
                                                        5.0E-9
                                                        0.003180
                                                                        ml, '
                                                                        nfa-
     soil
water table v
                  air
                       Cw(OUt)
                                        time
Figure 7.   Conceptual depiction of soil bed in VIRULO.
                                                     17

-------
File E
-------
Table?.    Assumptions Made in VIRULOand Possible Consequences
Assumption
Soil is homogeneous
Soil does not induce preferential flow
Soil and soil water are free of dramatic
hydrophobic effects
Water percolation is due to gravity only
Soil is geochemically homogeneous
Microbial predation not considered
Temperature not considered
Irrigation water contains no surfactants
Potential Sources of Large Error in Assumption
Macropores, aggregates, not considered, though they may greatly affect hydraulic
conductivity if present
Roots, dessication cracks, worm holes and burrows may be present, providing a ready
conduit for preferential flow to the water table
Organic matter, recent fires can render predicted sorption, mass transfer, completely
erroneous
Abrupt rainfalls, floods, or periods of extended dryness can produce hydraulic pressure
gradients in soils not considered in VIRULO's hydraulic conductivity model
Microbial activity, decomposition, and mineral weathering can produce conditions that
affect virus longevity
Protozoans present in near-surface can prey on viruses
Temperature can influence viral survivability and longevity
Municipal effluent that has undergone little treatment may contain surfactants, such as
detergent residues, that can affect both viral sorption and hydraulic conductivity
One approach in determining setback distances for septic tanks
in wellhead protection areas and bankfiltration sites is to determine
travel times using ground-water flow characteristics (Yates and
Yates, 1987).  This approach has  been implemented  in the
Federal Republic of Germany, for example, where three concentric
zones protect each  drinking-water well.  The zone immediately
surrounding the well is faced with the most restrictive regulations
which are founded on the belief that  a 50-day residence time is
adequate for inactivation of any pathogen present in contaminated
water (Dizer et al., 1984).  However, a comprehensive study by
Matthess et al. (1988) involving the evaluation of "50 days zone"
concluded that the reduction of viruses  by 7 log units (current
regulations) requires a much longer residence time. Matthess et
al., indicated  that a  reduction  of 7 log units occurred in  "about
270 days  (Haltern and  Segeberger  Forest)  in one study,  and
about 160-170 days (Dornach)" would be required according to
another study.

Another approach to this important issue is  to  consider the
vulnerability to virus transport in the subsurface for portions of a
state  or county or for individual aquifers. Although there are a
number of approaches  to rank vulnerability, DRASTIC  is  one
assessment  methodology that  utilizes  hydrogeologic setting
descriptions  and a  numerical ranking system to evaluate the
ground-water pollution potential (Aller et. al., 1987).  DRASTIC
assumes that a potential  contaminant will be introduced at the
ground surface, have the mobility of water and be flushed toward
the aquifer by infiltration.  Utilizing existing information at variable
scales, the methodology was designed to  evaluate  areas  of
100 acres or larger.

DRASTIC is an acronym representing seven reasonably-available
factors that are used to develop a numerical score. They are:
Depth to water, net Recharge, Aquifer media, Soil, Topography
(slope), Impact of  the  vadose  zone  media, and  hydraulic
Conductivity of the aquifer. DRASTIC uses a weighting system
to  create a relative pollution potential index that varies between
65 and 223  with the  higher numbers  expressing greater
vulnerability.
Although DRASTIC was not designed specifically to evaluate the
movement  of viruses in  the  subsurface, the major transport
mechanisms and flow paths for viral transport are considered and
the flexibility of the systems' rating scheme allows many of these
factors to be taken into account.  For example, Depth to Water
addresses saturated versus unsaturated flow conditions and their
importance.  Aquifer Media, Soil, and Impact of the Vadose Zone
Media all are based on descriptive soil and rock terms that allow
for variation due to fracturing, grain size, attenuation mechanisms
and overall characteristics that affect flow. Topography addresses
the tendency of viruses to be introduced into the subsurface or to
be carried away by runoff.  Hydraulic Conductivity addresses the
relative ease of a contaminant to move with the velocity of water
through the aquifer.

Clearly, meaningful setback distances can only be developed by
using scientific  principles  that allow for the use of available
knowledge. The establishment of setback distances from sources
of viral  contamination to  points  of extraction (wells) can be
established using DRASTIC if both the hydrogeologic setting and
sensitivity rankings are considered.  For example, high pollution
potential  indices signal the need for greater setback distances.
However, the hydrogeologic factors that control viral movement
must  be evaluated within this context in order to establish
reasonable  numbers for  setback  distances.   A matrix  that
incorporates the important DRASTIC factors can be utilized to
establish setback distances that include the vulnerability concept.
Setback distances must incorporate the  knowledge of saturated
flow, transport  pathway length, transport velocities,  media
interaction and potential attenuation mechanisms.  These setback
distances can be used on a regional scale, but can be modified if
site-specific information is available. The beauty of DRASTIC is
that its rationale and sensitivity factors are easily displayed, so
that modification can be readily made.

Summary

Existing  legislation addresses the  protection of ground-water
sources of  drinking  water  with respect  to pathogenic
                                                         19

-------
microorganisms. It is a particularly salient issue since about half
of the drinking water supplies in this country are obtained from
aquifers, and between 1989 and 1990 in the United States 13 of
26 drinking  water  outbreaks  were attributed  to contaminated
ground water with viruses being the main etiologic agents (CDC,
1991).  Therefore, the  transmission  and survival  of human
pathogens, particularly human enteric viruses, through the soil to
underground sources of drinking water are a serious riskto public
health. Among the diverse sources of ground-water contamination,
septic tank effluents, sludge disposal, and the application of waste
water to the  land are most pervasive.

The transport of pathogens in the  subsurface depends on their
retention to soil and aquifer materials and their survival. Some of
the  more important factors affecting virus transport include soil
water content, temperature, sorption  and desorption, pH, salt
content, type of virus, and  hydraulic stresses. There are indications
that the inactivation rate  of viruses is the single most important
factor governing virus transport and fate in the  subsurface.

There continues to be considerable controversy over  the use of
appropriate  indicators for  sanitary and  biological  states  in
environmental investigations.  Since adsorption and inactivation
are strongly virus dependent, it is important to realize that there is
no single virus for which its transport characteristics can be used
as a model to adequately describe the transport of all enteroviruses.
One solution may be to use a cocktail of viruses with a range of soil
passage characteristics.  The selection of  indicators is  often
influenced by the cost and time required for analyses as well as the
efficiency of  the assay method selected.

The concentration and loading of viruses and the hydrogeologic
setting through  which they  move are major factors influencing
theirtransport. Included among the most important hydrogeological
factors that can  be  used to evaluate viral transport are the flux of
moisture in  the unsaturated and  saturated zones, the media
through which the particles travel, length of flow path, and time of
travel.  One tool which can be used to evaluate virus exposure is
the application of predictive virus transport models (Hurst, 1997).
Like most predictive modeling, the results depend on the conceptual
basis of the model  as well as the quality and availability of input
data.  Clearly, the success of predictive modeling depends on a
thorough understanding of the processes and parameters involved
in viral transport.

Notice

The U.S. Environmental  Protection Agency through its Office of
Research  and Development partially funded and  collaborated in
the research described here under Contract  No.  68-C4-0031  to
Dynamac Corporation. It  has been subjected to the Agency's peer
and administrative review and has been approved for publication
as an EPA document.  Mention of trade names  or commercial
products does not constitute endorsement or recommendation for
use.

Quality Assurance Statement

All research projects making conclusions  or recommendations
based on environmental data andfunded bythe U.S. Environmental
Protection  Agency are  required to participate  in  the  Agency
Quality  Assurance Program.  This project did not involve the
collection  or use of environmental data and, as such, did not
require a Quality Assurance Project Plan.
References

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                                                         23

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