v>EPA
                ^tes     Office of Acid Deposition, Environmental
                .nental Protection Monitoring and Quality Assurance
               /       Washington DC 20460
                           EPA/600/4-86/026
                           December 1986
             Research and Development
National
Surface Water
Survey:

National Stream Survey
Phase I—Pilot Survey

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                                          EPA/600/4-86/026
                                          December 1986
National  Surface Water  Survey:

       National Stream Survey
          Phase l-Pilot Survey
                   A contribution to the
          National Acid Precipitation Assessment Program

                         By:

    J. J. Messer, C. W. Ariss,  R. Baker, S. K. Drouse, K. N. Eshleman,
  P. R. Kaufmann, R. A. Linthurst, J. M. Omernik, W. S. Overton, M. J. Sale,
       R. D. Schonbrod, S. M. Stambaugh, and J. R. Tuschall, Jr.
            U.S. Environmental Protection Agency
    Office of Research and Development, Washington, DC 20460
     Environmental Research Laboratory, Corvallis, OR 97333
 Environmental Monitoring Systems Laboratory, Las Vegas, NX' 89114
         U.S. Environmental Protection Agency
         Region 5, Library (5PL-16)
         230 £. Dearborn Street,  Room 1670
         Chicago, JL  60604

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                                   Notice

The research described in this document has been funded wholly or in part
by the U.S. Environmental Protection Agency under Contract No. 68-03-3050
to Lockheed Engineering and Management Services Company, Inc., No.  68-
02-3889 to Radian  Corporation, and No. 68-03-3246 to Northrop Services,
Inc.,  and  under Interagency  Agreement  No.  40-1557-85 with  the  U.S.
Department of  Energy (Contract No.  DE-AC05-840R21400 with  Martin
Marietta Energy Systems, Inc.). It has been subject to the Agency's peer and
administrative review, and it has been approved for publication as an EPA
document. This report  is also  listed as contribution  #2841 for Oak  Ridge
National Laboratory (Environmental Sciences Division).

Mention of corporation names, trade names,  or commercial  products does
not constitute endorsement or recommendation for use.

Proper citation of this document is as follows:

Messer, J.J.1, C.W. Ariss2, J.R. Baker3, S.K.  Drouse3,  K.N. Eshleman4, P.R.
  Kaufmann1, R.A.  Linthurst5, J.M. Omernik6, W.S. Overton7, M.J. Sale8, R.D.
  Schonbrod9,  S.M.  Stambaugh4, and J.R. Tuschall,  Jr.10, 1986.  National
  Surface Water Survey: National Stream Survey, Phase l-Pilot Survey.  EPA/
  600/4-86/026, U.S. Environmental Protection Agency, Washington, DC.

Inquiries regarding the  availability of the NSS Phase l-Pilot Survey data base
should be directed, in writing, to:

                          Chief, Air Branch
                          U.S. Environmental Protection Agency
                          Environmental Research Laboratory
                          200 SW 35th Street
                          Corvallis, Oregon 97333
 'Utah State University, Utah Water Research Laboratory, Logan,  Utah 843,22. Present address:  U.S.
  Environmental Protection Agency, Environmental Research Laboratory, 200 SW 35th Street, Corvallis, Oregon
  97333.
 2Utah State University, Utah Water Research Laboratory, Logan, Utah 84322.
 3Lockheed Engineering and Management Services Company, Inc., Las Vegas, Nevada 89119.
 "Northrop Services, Inc., U.S. Environmental Protection Agency, 200 SW 35th Street, Corvallis, Oregon 97333.
 5U.S. Environmental Protection Agency, Office of Research and Development, 401 M Street, SW, Washington,
  DC 20460. Present address: U.S. EPA, Environmental Monitoring Systems Laboratory, Mail Drop 39, Research
  Triangle Park, North Carolina 27711.
 6U.S. Environmental Protection Agency, Environmental Research Laboratory, 200 SW 35th Street, Corvallis,
  Oregon 97333.
 'Oregon State University, Department of Statistics, Kidder Hall No. 8, Corvallis, Oregon 97331.
 'Environmental Sciences Division, Oak Ridge National Laboratory, Post Office Box X, Oak Ridge, Tennessee
  37831. Operated by Martin  Marietta Engergy  Systems, Inc., under Contract No. DE-AC05-840R21400 for
  the U.S. Department of Energy.
 9U.S. Environmental Protection Agency, Environmental Monitoring Systems Laboratory, 944 E. Harmon Avenue,
  Las Vegas, Nevada 89114.
 '"Northrop Services, Inc., P.O. Box 12313, Research Triangle Park, North Carolina 27709.

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                              Abstract

A pilot survey of streams in the Southern Blue Ridge Province was conducted
by the U.S. Environmental Protection Agency during the spring and summer
of 1985 as a means of testing a proposed methodology for (1) determining
the present extent and location of acidic and low acid neutralizing capacity
(ANC) streams in the United States and (2) classifying sampled streams that
are representative of important classes of streams and, therefore, should be
selected for intensive study or long-term monitoring; Data from the National
Stream Survey Phase l-Pilot Survey are presented in the context of evaluating
a statistical sampling design, logistics plan, quality assurance plan, and data
management program. Results indicate that the design is capable of producing
robust population estimates for important chemical variables using a single
synoptic sampling of streams,  and that  it has  the potential of producing a
relatively simple geochemical classification of streams. The study showed that,
with 95% confidence, less than 3,2% of the pombined length of streams in
the target population exhibited  average spring non-episodic pH values below
6.4 (the lowest value for which a confidence level could be used). The best
estimate of the percentage of  stream length with ANC less than or  equal
to 200 /ueq L"1 was 74.4%.

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                        Executive Summary

Introduction and Objectives
The National Stream Survey (NSS) Phase l-Pilot Survey was conducted in
the spring and summer of 1985 as part of the U.S. Environmental Protection
Agency's National Surface Water Survey (NSWS). The NSWS is an important
contribution to the National Acid Precipitation Assessment Program, which
is charged by the U.S. Congress with providing sound technical information
regarding the effects of acid deposition on the environment. The three primary
objectives of Phase I of the NSWS are:

• To  determine the percentage, extent,  and location of low pH lakes and
  streams in potentially susceptible regions of the United States.

• To  determine the percentage, extent,  and location of  lakes and streams
  in such regions that have low acid neutralizing capacity (ANC).

• To  determine which lakes  and streams are representative of important
  classes of water  bodies in  each  region, and thus should be selected for
  additional study or long-term monitoring.

The NSS Phase l-Pilot Survey was designed to provide an otherwise unavailable
data base with which to answer certain questions relating to the proper design
and implementation of a full Phase I effort in 1986. The Phase l-Pilot Survey
objectives were:

• To  test the ability of a proposed sampling design to meet  the  Phase I
  objectives.

• To  evaluate the proposed Phase  I logistics plan, together with alternative
  sample collection, preparation, and analytical techniques.

• To develop and test a data analysis plan for Phase I results.

The results of the study, conducted in the mountains of the  Southern Blue
Ridge Province, were deemed to be adequate for meeting both sets of objectives
for the region.

Sampling and Logistical Design
To accomplish the survey objectives, a probability sample of 54 stream reaches
was drawn from a target population represented by the blue line streams
on 1:250,000-scale  topographic maps, draining catchments of less than 60
square  miles and satisfying  certain  site  inclusion  criteria.  The resulting
statistical sample can be used to make quantitative population estimates with
known confidence limits for any characteristic associated with the reaches.
The characteristics measured during the survey include a suite of geographic,
physical, and chemical  variables appropriate to the NSWS  objectives.  All
variables were measured using extensively reviewed techniques and protocols,
and were subjected to a high  degree of quality control and assurance, from
sample collection to the final disposition in the data base.
                                   IV

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In addition to the 54-stream probability sample, seven "special  interest"
reaches also were included in the field sampling. The data from these streams
were not used to generate population estimates, but they allow the estimates
to be compared to historical stream data collected in the region.

Prior to field sampling, site reconnaissance activities were carried out for each
stream in conjunction with local district soil conservationists to identify and
resolve any physical or legal  access problems. Water samples were collected
on three occasions at approximately biweekly intervals during the spring (17
March-30 April) and on one occasion in the summer (30 May-17 July),  at
the downstream node of each  reach.  Samples also  were collected at the
upstream node at 17 sites during the last spring sampling interval,  and  at
all 54 probability sample reaches on the summer sampling data. Site access
was by foot, four-wheel drive vehicle, boat, or.horseback, with samples returned
to a mobile laboratory for processing  within 12  hours  of collection. In all,
724 field and audit samples were analyzed during the survey.

Survey Results

Techniques and Protocols
A number of field evaluations of instruments and protocols were carried out
to test the logistics plan and field sampling protocols for the 1986 field activities.
This experience proved extremely helpful in selecting and/or modifying the
field measurement techniques, all of which were found  to be  acceptable for
use in the 1986 field work. Among the most important findings in this regard
was that the important chemical constituents in a wide variety of field samples
were found to be stable when held at 4°C  for at least 24 hours following
collection, and that the plastic syringes used to hold dissolved inorganic carbon
and pH samples during transport to the field  laboratories were  impervious
to carbon dioxide when maintained at 4°C. These findings  were deemed
sufficient to recommend locating the "mobile" processing laboratories at a
central location for Phase I field  work, thus allowing many more sites across
a wider geographic  range to be sampled. A simple field pH  measurement
technique also was found to produce results equivalent to those of more
complex techniques involving closed-headspace measurements and research-
grade apparatus.

Population Estimates
Univariate population distributions are described in terms of an index value,
which  is the  mean  value of the  chemical  variable for the three  spring
measurements (excluding samples  collected during rainfall episodes) made
at the  downstream  node of  each reach. Distribution  estimates for pH and
ANC were found to be similar, whether expressed on  the basis of numbers,
length, or surface area of  the  stream target population. Two additional
measurement variables involving discharge  and  mass export  coefficients
appear possible, but  are presently incomplete. The  inclusion  of samples
collected during episodes tended to depress ANC  and  pH values below their
relatively stable index values by 24% and 0.19 units, respectively.

When episodes were excluded, population estimates based on any of the three
spring  sampling intervals  were  essentially  identical. The  summer sample
clearly produced higher population  estimates for ANC, however.  Samples
collected at the upstream nodes exhibited markedly lower concentrations for
pH, ANC, sulfate, and nitrate tl . i did the corresponding samples at the
downstream nodes on both spring and summer sampling dates.

A "worst case" estimate based  on  spring index chemistry and expressed  in
terms of length of reaches indicates that, at the 95% confidence level, fewer
than 3.2% of the target population  exhibited pH values below  6.4. Indeed,

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no pH measurement made during the survey using the most consistent and
reliable technique exhibited a value below 6.0, including measurements made
during episodes and at  upstream nodes.  This does  not  mean that low pH
conditions do not occur  in the study area in very small headwater reaches,
during rain-driven episodes, or during other seasons or other years. However,
it suggests that chronic acidification of medium-sized streams in the study
region during a season  commonly associated with the shortest hydrologic
residence times in the watersheds is not common. Despite the fact that the
pH  values  observed during  the  survey are well  above  the  levels usually
associated with fish mortality, some estimate of transient chemical changes
that may occur during hydrologic episodes is needed before a critical evaluation
of chemical habitat quality can be complete.

Despite  the generally circumneutral  pH values, the population estimates for
ANC indicate that a majority of target streams were characterized as possessing
relatively low acid neutralizing capacity. Again, based on index chemistry and
expressed on a length basis, 6.3% of the combined reach length was estimated
to exhibit ANC  values of 50 /ueq L~1 or less, while 74.4% was estimated to
be less than 200/jeq L~1. Although these values have been cited in the literature
as  "extremely"  and "moderately"  sensitive waters,  respectively, the
susceptibility of streams in the region  cannot be fully evaluated without
additional consideration of soil chemistry, which may act to delay the surface
water response to acid deposition, according to some theories.

Classification
With respect to the potential for classification, analysis  of the survey data
provided several lines of subjective and objective evidence indicating  that a
reasonable geochemical classification  is possible. Geographic analysis
indicates that reaches within broad ANC classes tend to cluster spatially. The
highest ANC sites were located along the western border  of the study region,
while intermediate ANC sites were  located in the Broad and French Broad
River valleys that contain the main population centers of the region. The lowest
ANC sites occurred in the north and central highlands, including Great Smoky
Mountains National Park. ANC appears to be highly correlated with weathering
of one of the dominant minerals in the area (K-feldspar), which suggests an
underlying geochemical control of ANC in the region. Finally, agglomerative
cluster analysis, an objective  multivariate  statistical technique, when applied
to a full chemical  data set, produced classes very similar to those based on
ANC alone. This analysis also indicated that the special interest sites included
in the survey were typical of the low end of the ANC spectrum in the area,
but none was found to be an outlier.

Conclusions and Recommendations
The Phase  l-Pilot Survey demonstrated that a regional scale synoptic survey
of streams will produce population estimates, with known  confidence bounds,
for important chemical variables such as pH and ANC. The population estimates
appear to be robust, and are not particularly sensitive to small  changes in
chemistry that  occur over weekly time scales during the  spring.  Intra-site
temporal variability does not preclude chemical classification of target streams
in the Southern Blue Ridge, if effects of episodes are removed.

The Phase l-Pilot Survey was also useful in increasing the probability of success
and decreasing the cost of a full Phase I survey. It was determined that the
proposed design could be modified slightly to meet the needs and increase
the efficiency of the 1986 Phase I effort. Major recommendations included:

• Make minor alterations in the inclusion criteria and the statistical sampling
   method to better address the assessment objectives of the survey  and to
   increase the sampling efficiency.

                                   vi

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• Reduce sampling to two visits in the spring prior to leafout, to satisfy the
  classification objective, or to one visit to satisfy the objective of population
  estimation.

• Sample the reaches at both their upstream and downstream nodes on each
  visit to characterize intra-reach spatial variability.

• Increase sample holding time  protocols to 24  hours to allow central
  placement of the mobile analytical laboratories, and thereby greatly increase
  the logistical efficiency of the survey.

• Adopt certain field measurement  techniques that  provide  accurate and
  reliable data.

• Alter certain  quality control/quality assurance  and  data  management
  techniques to increase efficiency and decrease lags in  data availability, to
  the extent that data quality can be maintained.

• Further develop new data analysis techniques that aid in data interpretation
  in an assessment context.

These  recommended  changes were  incorporated into the draft  planning
documents for the NSS Mid-Atlantic Phase I and Southeast Screening Surveys,
which were peer reviewed in January, 1986. We believe that the NSS Phase
I design can provide  important incremental information  in the assessment
process, and will serve as an important stepping stone to the regionalization
of site-specific results gathered during both past and future studies.
                                   VII

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                       Project Contributors

The NSS Phase l-Pilot Survey and this report are the result of the cooperative
efforts of many individuals and organizations. The project was administered
by Rick Linthurst (U.S.  EPA) with Jay J. Messer {Utah  State University) as
Technical Director. W. Scott Overton (Oregon State University) designed the
statistical sampling plan and provided guidance on the data analysis. James
Omernik, research geographer at U.S. EPA-CERL, co-authored the alkalinity
maps which served as a basis for delineating the study area. Jack Tuschall
(Northrop Services, Inc.) helped to draft the project plan and served as liaison
with the local cooperators before the field sampling. Charles W. Ariss (Utah
State University) served  as technical liaison during the field effort and later
provided data  analysis  support, as  did Barry  Gall  (Western  Washington
University). Finally, the  participants at the peer review  workshop held in
Washington, DC, in December 1984 gave valuable suggestions for improving
the study design.

Under the direction of James Omernik, Andrew Kinney (Northrop Services,
Inc.) oversaw the detailed map work, assisted by geographers Anastasia B.
Allen, Douglas B. Brown, and Suzanne Pierson (all of Northrop).

Field operations commenced under the direction of Project Officer Robert E.
Crowe (U.S. EPA-EMSL-LV) and Project Manager, Steve L Pierett (Lockheed
EMSCO, Inc.).  John R. Baker (Lockheed) supervised all  field operations and
logistics; as base coordinator/science supervisor, he was responsible for the
field implementation of the survey. Ken Asbury (Lockheed) served as technical
supervisor.

On-site field coordinators Frank A. Morris, Randy G.  Cameron, Al W. Groeger,
C. Mel Knapp,  Ky B. Ostergaard, Cindy L. Mayer, Cindy A. Hagley, and Barry
Baldigo, all of Lockheed EMSCO, Inc., supervised the dedicated efforts of the
large crews who accomplished the field sampling.

David V. Peck served as training coordinator and Gerald J. Filbin as laboratory
supervisor  for  the Las Vegas laboratories (both of Lockheed).  Lab analysts
were Linda A. Drewes, C. Hunter Holen, and J. M. Henshaw (all of Lockheed).
Kevin  J. Cabbie (Lockheed)  provided technical  support to  the  laboratory
operations.

Robert A. Schonbrod, U.S. EPA-EMSL-LV, served as project officer for quality
assurance/quality control and analytical methods development. Sevda Drous<§
(Lockheed) managed QA operations and reporting. Bryant C. Hess and Carol
MacLeod,  QA  scientists,  and  Martin Stapanian,  statistician,  along  with
programmers David T. Hoff, In Seung Lau, Rick K. Maul, and Joseph Scanlan,
all of Lockheed, supported the QA operations.

Dan C. J.  Hillman (Lockheed) served as technical  supervisor for analytical
methods. Technical writer for the QA/QC and Methods Group was Jan Engles
(Lockheed).

Michael J. Sale (Martin Marietta Energy  Systems, Oak  Ridge  National
Laboratory) coordinated the NSS Phase l-Pilot Survey data base management
and oversaw the  many exacting data  transfers  among the  reporting
                                  viii

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laboratories. Jan  M. Coe (Martin Marietta, ORNL) managed the data  base;
Henriette  I. Jager (Science Applications International Corp.) and Mary Alice
Faulkner (Martin Marietta, ORNL) developed statistical program applications.

The synthesis of all of the above efforts at U.S. EPA-CERL to produce this
report was directed by Jay J. Messer, with the assistance of Keith N. Eshleman
(Northrop  Services, Inc.). Chapters 1 (Introduction) and 6 (Conclusions) were
co-written by Messer and Eshleman. Philip R. Kaufmann (Utah State University)
contributed to Chapter 2 (Study Design) and Chapter 5 (Population Estimates
and Classification). Sharmon M. Stambaugh (Northrop) contributed to Chapter
3 (Field Operations) and provided technical editing/production assistance.

Chapter 2 (Study Design) contributors included W. Scott Overton, Jay J. Messer,
James Omernik, and Andrew Kinney. The contributors to Chapter 3 (Field
Operations) were John Baker and David M. Peck.

The quality assurance  and data  base management report (Chapter 4)  was
written by Sveda Drous6, Michael J. Sale, and Charles W. Ariss.

Chapter 5  addresses the two major objectives of the NSS Phase l-Pilot Survey.
Messer, Eshleman, and  Kaufmann co-wrote  this chapter with statistical
graphics provided  by ORNL Barry Gall (Western Washington University)
performed the cluster analyses on the ANC data for the classification section.

Additional project administration  at U.S. EPA headquarters was provided by
William Fallen (Battelle NW Laboratories). Barbara Emmel (Radian Corporation)
served as technical writer throughout the project. Nancy Lanpheare (Northrop)
ably typed the draft of this report.

The NSS Phase l-Pilot Survey also acknowledges the illustrative experiences
and advice from the Aquatic Effects Research Team, in particular, the National
Lake Survey project team.

The NSS thanks the principal reviewers of this report, distinguished by their
expertise in  appropriate disciplines and  knowledge of streams in the study
region.  They  were:  Donald  Porcella (EPRI),  Gary Larson  (Oregon State
University), Jerry Elwood  (Oak Ridge National Laboratories-Environmental
Sciences Division), and Ken Reckhow (Duke University). In addition, this report
was reviewed by state air and water quality staffs in North Carolina, Tennessee,
South Carolina, and Georgia and by U.S. EPA Region IV staff.

The authors gratefully acknowledge all who contributed to the  NSS  Phase
l-Pilot Survey but who may not have been named in this section. The success
of the  project  reflects these participants' contributions of ideas, efficiency,
enthusiasm, and hard work.
                                  IX

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                              Contents
                                                                  Page
Notice	ii
Abstract			iii
Executive Summary	iv
Project Contributors	viii
List of Figures	xiv
List of Tables	xvi
Ancillary Reports	xviii
Chapter 1.  Introduction	.1
           1.1 Overview	1
           1.2 The National Surface Water Survey	2
           1.3 National Stream Survey—Phase I	3
              1.3.1  Phase I Planning	3
              1.3.2 Phase l-Pilot Survey  .......		4
           1.4 Phase l-Pilot Survey Report	4
           1.5 Project Organization	5

Chapter 2.  Study Design	6
           2.1 Overview	6
           2.2 RIS and the "Index" Concept	6
              2.2.1  Regionalized Integrated Studies	6
              2.2.2 The "Index" Concept	6
              2.2.3 Data Quality Objectives	7
           2.3 Identifying the Target Population 	7
              2.3.1  Selection of the Study Area	8
              2.3.2 Stream Population of Interest	8
           2.4 Target Population Estimates 	11
              2.4.1  Methods for Identifying the Target Population	11
              2.4.2 First Stage of Sampling	11
              2.4.3 Site Inclusion Criteria ("Site Rules")	12
              2.4.4 First Stage Data	14
              2.4.5 Population Estimates	15
              2.4.6 Second Stage of Sampling	16
              2.4.7 Target Population Geographic Estimates  	16
              2.4.8 Special Interest Reaches	18
           2.5 Third State of Sampling	18
              2.5.1  Variables Measured	19
              2.5.2 Sampling Season	21
              2.5.3 Sampling Locations on Each Reach	22
           2.6 The Watershed Alternative  to the Reach Frame	22

Chapter 3.  Field Operations	24
           3.1 Introduction	 .24
           3.2 Preparation for Field Operations	24

                                  xi

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                        Contents (Cont'd)

                                                                 Page

              3.2.1  Protocol Development	24
              3.2.2 Training Programs	24
              3.2.3 Field Station Site Selection and Site
                    Reconnaissance	25
          3.3 Field Operations	25
              3.3.1  Field Station Operations	25
              3.3.2 Field Sampling Operations	25
              3.3.3 Field Laboratory Operations	29
          3.4 Evaluation of Equipment and Methods	32
              3.4.1  Equipment Evaluation	32
              3.4.2 Methods Evaluation	32
                    3.4.2.1 Filtration Methods	32
                    3.4.2.2 Streamside pH Measurements	33
                    3.4.2.3 Aluminum Methods	33
              3.4.3 Holding Time Studies	35
                    3.4.3.1 Syringe Experiment	35
                    3.4.3.2 Cubitainer Experiment	35
          3.5 Summary of Field Operations	37

Chapter 4. Quality Assurance and Data Management	38
          4.1 Introduction	38
          4.2 Quality Assurance/Quality Control Operations	38
              4.2.1  Selection of Contract Analytical Laboratories	38
              4.2.2 Training	38
              4.2.3 Daily Quality Assurance Contact	38
              4.2.4 Field and Contract Laboratory Audits	39
              4.2.5 Field Sampling Quality Control Procedures	39
              4.2.6 Field Laboratory Quality Control Procedures	39
              4.2.7 Quality Assurance/Quality Control Samples	39
                    4.2.7.1 Quality Control Samples	40
                    4.2.7.2 Quality Assurance Samples	40
              4.2.8 Data Review	41
          4.3 Data Base Management	42
              4.3.1 Data Structure and Flow	42
              4.3.2 Primary IMSS Data Sets	42
              4.3.3 Enhanced Data Files	44
              4.3.4 Data Change and Qualifiers	44
          4.4 Data Verification	45
              4.4.1 Review of Field Data Forms	45
              4.4.2 Initial  Review of Sample Data Package	45
              4.4.3 Review of Quality Assurance/Quality Control Data  45
              4.4.4 Follow-Up with Contract Laboratories	46
              4.4.5 Preparation and Delivery of Verification Tapes	46
          4.5 Data Validation	46
              4.5.1 Frequency Analyses	47
              4.5.2 Univariate Analyses	47
              4.5.3 Multivariate Scoping  	47
              4.5.4 Bivariate/Multivariate Linear Regression
                    Analyses	48
              4.5.5 Multivariate Analyses	49

                                  x/7

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                         Contents (Cont'd)

                                                                 Page

              4.5.6 Episodes Screening 	49
              4.5.7 Reverification/Validation and Data
                    Correction/Flagging	49
          4.6 Data Management and Quality Assurance Results	50
              4.6.1  Data Base Management Performance	50
              4.6.2 Verification/Validation Performance	51
              4.6.3 Data Quality	52
                    4.6.3.1 Detection Limits	52
                    4.6.3.2 Precision	52
              4.6.4 Summary	54

Chapter 5. Population Estimates and Stream Classification	55
          5.1 Introduction	55
          5.2 Population Estimates	55
              5.2.1  Graphical Displays	55
              5.2.2 Alternative Measurement Variables	62
              5.2.3 Reference Values	63
              5.2.4 Sample Timing and Frequency	64
              5.2.5 Spatial Aspects of Reach Chemistry	65
              5.2.6 Interpretation of Regional Assessments	69
          5.3 Stream Classification	76
              5.3.1  Univariate Models	76
              5.3.2 Geographic  Distributions	76
              5.3.3 Cluster Analysis	83
              5.3.4 Utility of Classification for Regional Assessment	85
          5.4 Future Analyses	87

Chapter 6. Conclusions and Recommendations	88
          6.1 Conclusions	88
          6.2 Recommendations for Phase I	89
          6.3 Related Documents	90

Chapter 7.  References	91
Appendix A	95
Appendix B	119
Appendix C	121
Appendix D	125
                                Kill

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                           List of Figures

Number                                                          Page

1 -1   Organization of the National Surface Water Survey,
      showing two major components (lake and
      stream surveys), each consisting of three phases 	2
2-1   Location of the Southern Blue Ridge Phase l-PMot Survey
      study area	9

2-2   Geography of the NSS Phase l-Pilot Survey study area	10
2-3   Represention of the point frame sampling procedure for NSS
      study reaches	13
2-4   NSS Phase l-Pilot Survey study area showing second
      stage (II) probability sites and special interest reaches	17
3-1   NSS Data Form 7: Watershed Characteristics	26
3-2   Daily field station activities in the Phase l-Pilot Survey	27
3-3   Daily activities of the field sampling teams during the
      Phase l-Pilot Survey	28
3-4   NSS Data Form 4: Stream Data	30

3-5   Daily activities at the field laboratory during the
      Phase l-Pilot Survey	31
3-6   Comparisons of three pH methods used in the Phase l-Pilot
      Survey	34
4-1   NSS data structure and flows	43
5-1   Population distribution estimates for average spring
      downstream pH conducted at the mobile laboratory on
      samples held in syringes closed to the atmosphere in the
      NSS Phase l-Pilot Survey	56
5-2   Population distribution estimates for average spring
      downstream acid neutralizing capacity (ANC) in streams
      in the NSS Phase l-Pilot Survey	57
5-3   Population distribution estimates for average spring
      downstream sulfate concentrations in streams in the NSS
      Phase l-Pilot Survey	58
5-4   Population distribution estimates for average spring
      downstream nitrate concentrations in streams in the NSS
      Phase l-Pilot Survey	59
5-5   Population distribution estimates for average spring
      downstream chloride concentrations in streams in the NSS
      Phase l-Pilot Survey	60
5-6   Population distribution estimates for average spring
      downstream extractable aluminum concentrations in
      streams in the NSS Phase l-Pilot Survey	61

                                 xiv

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                     List of Figures (Cont'd)

Number                                                        Page
5-7    Comparison of population length distribution estimates for
       pH and ANC from the three spring and one summer
       sampling intervals	66
5-8    Comparison of population length distribution estimates for
       sulfate and nitrate from the three spring and one summer
       sampling intervals	67
5-9    Comparison of population length distribution estimates for
       chloride and extractable aluminum based on the three spring
       and one summer sampling intervals	68
5-10  Comparisons of frequency distribution estimates for pH and
       ANC in Phase l-Pilot Survey streams based on upstream
       versus downstream sampling locations during the summer
       sampling interval	70
5-11   Comparisons of frequency distribution estimates for sulfate
       and nitrate concentrations in Phase l-Pilot Survey
       streams based on upstream versus downstream sampling
       locations during the summer sampling interval	71
5-12  Comparisons of frequency distribution estimates for
       chloride and aluminum concentrations in Phase l-Pilot
       Survey streams based on upstream versus downstream
       sampling locations during the summer sampling interval  	72
5-13  ANC distribution in the Southern Blue Ridge based on
       downstream spring average chemistry with effects from
       storm events removed	75
5-14  Geographic distribution of average springtime downstream
       pH in the NSS Phase l-Pilot Survey streams	77
5-15  Geographic distribution of average springtime downstream
       ANC in the NSS Phase l-Pilot Survey streams	78
5-16  Geographic distribution of average springtime downstream
       sulfate concentrations in the NSS Phase l-Pilot Survey
       streams	79
5-17  Geographic distribution of average springtime downstream
       nitrate concentrations in the NSS Phase l-Pilot
       Survey streams	80
5-18  Geographic distribution of average springtime downstream
       chloride concentrations in the NSS Phase l-Pilot Survey
       streams	81
5-19  Geographic distribution of average springtime downstream
       extractable aluminum  concentrations in the NSS
       Phase  l-Pilot Survey streams	82
5-20  Hierarchial cluster diagram of all NSS Phase l-Pilot Survey
       sites based on downstream spring average values for 39
       chemical variables	84
5-21   Potassium-feldspar mineral stability  diagram for streams in
       the NSS Phase l-Pilot Survey 	86
                                 xv

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                           List of Tables

Number                                                         Page

1-1  Objectives of tne National Surface Water Survey	3
2-1  NSS Phase l-Pilot Survey Site Inclusion Criteria 	14

2-2  Geographic Attribute Estimates and Standard Errors for the
     NSS Phase l-Pilot Survey Target Populations Based on
     Stage I and Stage II Samples	18
2-3  Variables Measured During the NSS Phase l-Pi!ot Survey	19
2-4  Chemical Variables and Corresponding Measurement
     Methods for the National Stream Survey	21
3-1  Summary of Routine Samples Collected During the NSS
     Phase I- Pilot Survey	24
3-2  List of NSS Aliquots, Containers and Preservatives	32
3-3  Dissolved Inorganic Carbon Concentrations (mg L~1 ± 1 s.d.) in
     Samples Initially Sub- or Supersaturated with C02 and Held
     for 7-8 Days	 .35
3-4  Changes in Constituent Concentrations in Duplicate Field
     Samples and Big Moose Lake QA Audits Held at 4°C for 12,
     24, 48, and 84 Hours Prior to Stabilization	36
4-1  Types, Sources and Applications of Quality Control Samples
     Used in the Phase l-Pilot Survey (Drous6,  1987)	40
4-2  Types, Sources and Applications of Quality Assurance
     Samples Used in the Phase l-Pilot Survey (Drous6,  1987)	.41
4-3  Composition of Big Moose Lake (FN4) and Bagley Lake (FN5)
     Natural Audit Samples	42
4-4  Data Set Members for the Raw, Verified, and Validated
     Versions of the NSS Phase l-Pilot Survey Data Base	44
4-5  Exception Generating Programs Within the AQUARIUS Data
     Review and Verification System (Fountain and Hoff, 1985)	46
4-6  Variable Suites Obtained from Multivariate Scoping	48

4-7  NSS Validation Flags	50
4-8  Results of Verification/Validation: Numbers of Observations
     Flagged and Numeric Changes Made (and percent of
     total observations)  in the NSS  PIPS Data Base (excluding
     episode flags)	51
4-9  System Decision Limits and Precision Estimates Based on
     Interbatch Analysis of Field Audits and Intrabatch Analyses of
     Field, Trailer, and Laboratory Duplicates (Drouse, 1987) 	53
5-1  Phase l-Pilot Survey Length Distribution Estimates
     Associated with Reference Values Based on Natural
     Univariate Groupings of Streams (Except Where Noted for
     ANC)	64

                                  xvi

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                     List of Tables (Cont'd)

Number                                                       Page

5-2  Effects of Rainfall Events on ANC and pH at Seven
     Downstream Phase l-Pilot Survey Sampling Sites	65
5-3  Statistically Significant (p = 0.05) Differences Between Mean
     Concentrations of Primary Variables Between Spring (SP1,
     SP2, SP3,)  and Between Summer (SU) and Average Spring (SP)
     Sampling Intervals (downstream nodes) for Streams with
     < 250 yeq  L"1 ANC	69
5-4  Comparison of Upstream/Downstream Chemistry During the
     Third Spring (SP3) and Summer (SU) Sampling Intervals,
     Based on a Paired t-Test with Differences Weighted to
     Reflect Inclusion Probabilities (wj	73
                               XVII

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                         Ancillary Reports

In addition to this data report, supplemental information on the National Stream
Survey Phase l-Pilot Survey can be found in the series  of ancillary manuals
and reports. Many of the technical manuals used  in working draft form at
the time the Phase l-Pilot Survey was conducted. These publications include:

Field Operations Report,  National Surface  Water Survey, National Stream
  Survey, Pilot Survey. 1986. Knapp, C. H., C. L. Mayer, D. V. Peck, J. R.
  Baker, and G. J. Filbin. Lockheed Engineering and Management Services
  Company, Inc., Las Vegas, Nevada 89109 (draft).

Quality Assurance Plan for the National Surface Water Survey. Stream Survey
  (Middle Atlantic  Phase I, Southeast Screening and Middle Atlantic Episodes
  Pilot).  1986. Drouse, S. K., D. C. Hillman, L. W. Creelman, and S. J. Simon.
  Lockheed Engineering and Management Services Company, Inc., Las Vegas,
  Nevada 89114 (draft).

Evaluation  of Quality  Assurance and Quality Control Sample  Data for the
  National Stream Survey (Phase l-Pilot Survey). 1986. Drouse, S. K. Lockheed
  Engineering and Management Services Company, Inc., Las Vegas, Nevada
  89109 (draft).

Analytical Methods Manual for the National Surface Water Survey. Stream
  Survey (Middle Atlantic Phase I, Southeast Screening, and Middle Atlantic
  Episodes  Pilot).  1986. Hillman, D. C.,  S. H. Pia, and S. J. Simon. Lockheed
  Engineering Management Services Company, Inc., Las Vegas, Nevada 89114
  (draft).

Data Management and Analysis Procedures for the National Stream Survey.
  1987. Sale, M. J. (editor). ORNL/TM.  Oak Ridge National  Laboratory,  Oak
  Ridge, Tennessee 37831 (draft).

Draft Research Plan, National Surface Water Survey: National Stream Survey,
  Mid-Atlantic Phase I and Southeast Screening.  1985. U.S. Environmental
  Protection Agency, Office of Research and Development, Washington, DC
  20460.

Draft Sampling Plan for Streams in the National Surface Water Survey. 1985.
  Technical Report 114 (July 1986). Overton, W. S. Department of Statistics,
  Oregon State University, Corvallis, Oregon 97331.

A Sampling and Analysis Plan  for Streams in the  National Surface  Water
  Survey. 1987. Technical Report 117. Overton, W. S. Department of Statistics,
  Oregon State University, Corvallis, Oregon 97331.
                                 xvin

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                                        1. Introduction
1.1  Overview
The relationship between acid deposition and the
acidification of surface waters has become one of
the most critical environmental issues of the 1980s.
Studies on a variety of individual water bodies and
regional  populations  of  lakes and streams  have
produced data that suggest that  surface waters in
some areas of Europe and  North  America  have
experienced declines in pH and/or acid neutralizing
capacity over the past half century (Beamish  and
Harvey, 1972; Beamish et al., 1975; Oden, 1976;
Wright and Gjessing, 1976; Watt etal., 1979; Pfeiffer
and Festa, 1980; Haines and Akielaszek, 1983; Smith
and Alexander, 1983). Acidic atmospheric deposition
arising from the combustion of fossil fuels has been
the most  commonly attributed  cause  for such
declines (Drablos  and  Tollan,  1980;  National
Research  Council, 1981, 1983,  1984;  Office of
Science and Technology  Policy,  1984;  Office of
Technology Assessment, 1984; U.S. EPA,  1984a;
Jeffries et  ai., 1985). Alternative hypotheses  and
discrepancies in the atmospheric acidification
scenario also have been discussed and debated in
the recent  literature (e.g.,  Havas et al., 1984;
Howells, 1984; Cogbill  et al., 1984; Lefohn  and
Brocksen,   1984;  Krug et al., 1985; Pierson  and
Chang, 1986).

Th© latter arguments notwithstanding,  previous
studies have left  two critical  gaps in our ability to
assess the quantitative  risk  associated  with the
effects of acid deposition on surface water resources
in the United States:
  1.  It  is  impossible to combine  the results of
     previously  conducted independent  regional
     surveys and historical data from monitoring
     networks or site-specific research projects in
     order to produce a quantitative estimate with
     known confidence bounds of the present extent
     of low pH waters, or of waters whose chemistry
     is indicative of  potential susceptibility to  acid
     deposition inputs. The problems stem primarily
     from  an inadequate statistical  sampling  plan,
     inconsistencies in field or laboratory methods,
     insufficient chemical measurements to ade-
     quately characterize water  quality,  or inade-
     quate  quality  assurance data by which to
     evaluate potential bias between or among data
     collected during the different studies.
 2.  It  is virtually impossible  to quantitatively
     extrapolate the results from intensive, process-
     oriented (cause and effect)  research in a few
     watersheds to the  larger lake or stream
     population comprising the resource  at risk in
     a given geographic region. This inability stems
     from the lack of statistically defensible popu-
     lation estimates noted above, together with the
     absence of a  companion lake or stream
     classification strategy based  on  the regional
     distribution of water body characteristics. It is
     seldom quantitatively known whether research
     sites are broadly typical of the majority of other
     systems  in  the  region, representative of  a
     relatively small (but perhaps potentially impor-
     tant) subpopulation, or relatively unique. Given
     the common research requirements  that  a
     study site be relatively pristine, the possibility
     that the site is pristine because it is otherwise
     relatively unique is not unlikely.

The National Surface Water Survey was designed
to overcome these  obstacles to  assessment  by
sampling water quality  in lakes  and streams on a
regional basis using a statistically rigorous survey
design, appropriate field and analytical techniques,
a sufficient set of measurement variables, and an
adequate quality assurance and control program to
maximize the confidence of the resulting  data. The
initial survey component (Phase  I) would  provide a
snapshot of the present condition of surface water
in the regions most likely to exhibit effects from acid
deposition. The Phase I data would also serve as
a basis for classification of the lakes and streams,
so that results from past and subsequent intensive
studies on subpopulations of interest or at individual
study sites  would  be  extrapolated  with  known
confidence to the  regional populations.

The purpose of this report  is to describe the results
of the Phase  l-Pilot  Survey,  a component of  the
National Stream Survey  conducted in the  Southern
Blue  Ridge  Province of  the southeastern U.S.
conducted in 1985. The objectives of  the Phase  !-
Pilot Survey  were to test the logistics  plan and
statistical sampling design proposed for a full Phase
I effort in 1986. We will demonstrate the adequacy
of a modification to the original design by examining
the types of project outputs that could  be expected,
based on the Phase  l-Pilot Survey results. At this

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level  of analysis,  no attempt has been  made  to
interpret the data with respect to  the likelihood of
past or future changes from acid deposition in the
region. Such analyses are presently the target  of
considerable research effort,  however, and will be
the subject of future project outputs.


1.2  The  National Surface Water Survey
In response to the need for knowledge regarding the
present extent of the acidic or potentially susceptible
aquatic resource and its  associated biota, the U.S.
Environmental  Protection Agency  and  cooperating
scientists were asked in  1983 to design a program
to satisfy five major goals:

  1.  Characterize the chemistry of surface waters
     (both  lakes  and streams)  in regions  of the
     United States presently believed to be poten-
     tially susceptible to  change as a result of acid
     deposition.

  2.  Examine associations among chemical constit-
     uents  and define important factors that may
     affect surface water chemistry.

  3.  Determine the  biological  resources  within
     these systems.

  4.  Evaluate  correlations among surface water
     chemistry and  the corresponding  biological
     resources.

  5.  Quantify any regional trends  in surface water
     chemistry and/or biological resources.

The resulting program designed to  meet these goals
was designated the National Surface Water Survey
(NSWS). The NSWS  became an integral part of the
National Acid  Precipitation Assessment Program
(NAPAP), an interagency research, monitoring, and
assessment effort mandated  by Congress in  1980.
NAPAP provides  policy makers with  technical
information concerning the extent and severity of
the effects of acid deposition ("acid rain") on human,
terrestrial, aquatic, and material resources.

In order to satisfy its five major research goals, the
NSWS was designed in  two parallel components,
the  National Lake Survey  (NLS)  and the National
Stream Survey (NSS) (Figure 1-1). Both components
consist of phases, each  of which depends on the
preceding phases to satisfy its objectives (Table 1 -1).
This design grew out of  the recognition that while
it is clearly not feasible to  perform intensive, process-
oriented studies or  monitoring  programs on  all
surface waters within the U.S., it  is  equally
inappropriate to study a few systems that later may
be  found  to have  atypical  biological and chemical
characteristics. Therefore,  each component of the
Figure 1-1.
 Organization of the  National Surface Water
 Survey, showing two major components (lake
 and stream surveys), each consisting of three
 phases.

National Surface Water Survey (NSWS)
 National Lake Survey (NLS)    National Stream Survey (NSS)
    Synoptic Chemistry
   Eastern Survey (1984)
  Western Survey (1985)
                   Synoptic Chemistry
                   Pilot Survey (198S)
                Synoptic Survey (1986-87)
 Temporal Variability (1986-87)
  Biologial Resources (1986)
                  Episodic Effects (1988)
                 Biological Resources (1988)
             Long-Term Monitoring (1988)
NSWS begins with Phase I, a synoptic survey phase
designed to characterize and quantify the chemistry
of lakes and streams throughout the U.S., focusing
on the areas expected to contain the majority of low-
alkalinity waters.

Phase I data cannot be used to prove that a causal
link exists between observed aquatic effects and acid
deposition. Although  the major concern over the
aquatic effects of acid deposition is its  impact on
biological resources,   it  is  more  efficient to first
characterize surface waters in terms of the physico-
chemical factors that are expected to impact biota,
rather than to begin the process with a biotic survey
of all surface waters in a region, regardless of water
quality. The present study design, based on the Phase
I  chemical classification, can be used not  only to
quantify the present status of the aquatic resource,
but  also  to allow correlative  relationships to be
examined among relatively homogeneous lake and
stream types.  It also  allows the  selection of
geochemically representative sites for more  studies
of intensive biological  characteristics, temporal
variability in  water  chemistry, and  long-term
changes.

The  second phase of  the NSWS  will  quantify the
biota and short-term (seasonal, weekly, or episodic)
variability  in water  chemistry within and  among

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Table 1-1.  Objectives of the National Surface Water Survey
            Phase I
     Synoptic Chemical Survey
           Biological
  Resources/Temporal Variability
      Long-Term Monitoring
 1.  Quantitatively estimate the
   percentages (number/length/
   area) and location of acidic
   streams in regions of the U.S.
   potentially susceptible to acid
   deposition.

 2.  Quantitatively estimate the
   percentages (number/length/
   area) and locations of lakes/
   streams with low acid
   neutralizing capacity in regions of
   the U.S. potentially sensitive to
   acid deposition.

 3.  Determine which lakes/streams
   are representative of important
   aquatic resources in the region
   and should be selected for further
   study in later phases.
1.  Determine how many
   representative Jakes and streams
   are fishless.

2.  Assess the temporal variability in
   chemistry in representative lakes
   and streams.

3.  Determine the lake and stream
   chemical characteristics
   associated with fish presence/
   absence.

4.  Determine which chemically and
   biologically representative
   systems should be selected for
   long-term monitoring.
1.  Determine what chemical and
   biological changes are occurring
   over time in representative lakes
   and streams.

2.  Measure the rate at which
   changes are occurring.
representative lakes and streams in each geographic
region. The definition of representativeness will be
based on Phase I water chemistry, hydrology, biotic
composition, regional acid deposition  inputs, land
use, physiographic features, and other characteris-
tics. Some regionally representative sites will later
become the foundation for a long-term monitoring
program to detect and quantify any future changes
in the chemistry and biology of potentially suscept-
ible aquatic ecosystems in the region. Many lakes
and streams that have been the focus of intensive
and/or long-term studies in the past are included
in the Survey as "special interest" sites. Such sites
that are found to be representative of large numbers
of other aquatic systems in their respective regions
could serve as the nucleus of a long-term monitoring
effort.

Phase  I  of the Eastern  Lake  Survey  has been
completed. A total of 1798 lakes in the eastern U.S.
were sampled in the fall  of 1984, and  752 lakes
were sampled in selected areas of the western U.S.
in the fall of 1985. Phase II field work was begun
to  determine  seasonal chemical  variability in
northeastern lakes  in the spring of 1986. The status
of the National Stream Survey is discussed below.
1.3   National Stream Survey
1.3.1  Phase I Planning
Planning for Phase I of the National Stream Survey
(NSS) began in mid-1984 and  resulted in a Draft
Research Plan (U.S. EPA, 1984b). Phase I of the NSS
was designed to chemically and physically charac-
terize a target population of streams existing within
any  relatively homogeneous physiographic region,
                   based on a probability sample of those streams. It
                   has  the joint  major goals  of description  and
                   classification of the streams in the target population.
                   More specifically, the primary objectives of Phase
                   I of the NSS are to determine:

                    1.   The percentage, extent (e.g., number, length,
                        and drainage area), and location of streams in
                        the United States that are presently acidic.

                    2.   The percentage, extent, and location of streams
                        that have  low acid-neutralizing capacity, and
                        thus might become acidic in the future.

                    3.   Which streams are representative of important
                        classes of streams in each region and should
                        be selected for more intensive studies or long-
                        term monitoring.

                   The NSS was specifically designed to achieve these
                   objectives within known confidence limits.  It was
                   also designed to allow the objectives to be met for
                   any chemical variable measured. For example, the
                   percentage of  the  population  of stream  reaches
                   within  a given region  that  have  sulfate,  nitrate,
                   aluminum, and/or calcium concentrations above or
                   below any criterion value of interest could also be
                   determined.  Should sensitivity  to  acidification be
                   acceptably defined  in the future, based  on one  or
                   several of the variables being measured, the Survey
                   design will also permit  post-stratification to deter-
                   mine the number and areal extent of streams that
                   fall into such sensitivity categories.

                   The  sampling  design  also lends  itself to many
                   comparative evaluations. For example, other ques-
                   tions that could be answered by the design  include:

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 1.  Are acidic  streams found primarily at high
     elevation?

 2.  Are acidic streams found in small watersheds?

 3.  Are acidic streams found within areas with the
     highest acid deposition rates?

 4.  Are sulfate and base cation concentrations in
     different  regions of the U.S. correlated with
     regional  deposition chemistry or with the
     nature of watershed soils or geology?

 5.  Can existing alkalinity maps be refined?

 6.  What  associations exist among water  chem-
     istry, land use, vegetation type, and geographic
     data?

The  principal restriction  on  these  secondary
objectives was that they must not result in a  design
that  compromises the Phase I primary objectives.
In many cases, such secondary objectives might best
be met in later phases of the project.
1.3.2  Phase I—Pilot Survey
The initial research plan for Phase I underwent peer
review at  a  workshop in Washington, D.C.,  in
December, 1984. The workshop participants recom-
mended that a full Phase I survey should be preceded
by a pilot study whose findings might increase the
efficiency and quality of future field efforts. Planning
was begun immediately for such a pilot study with
the following  objectives:

 1.  test the ability of the proposed sampling design
     to meet the  Phase  I  objectives,  based  on
     analysis of data  collected during the Pilot
     Survey;

 2.  evaluate the Phase I logistics plan (including
     safety issues and  questions of  legal and
     physical site  access) and alternative sample
     collection, preparation, and analytical  tech-
     niques; and

 3.  develop and test a data analysis plan for Phase
     I using actual data collected in the Pilot Survey.

Field work for the Phase l-Pilot Survey began  in the
Southern Blue Ridge Province (Figure 2-1) in March,
1985, and was completed in June of the same year.
 1.4 Phase I—Pilot Survey Report
 This report summarizes the design and results of
 the Phase l-Pilot Survey. A description of the Phase
 l-Pilot Survey design is presented in Chapter 2. The
 Survey  employed  the random placement of  a
systematic sampling grid  over 1:250,000-scale
topographic maps of the  Southern  Blue Ridge
Province to obtain a sample of stream reaches within
a pre-selected approximate size range and which met
certain other site inclusion criteria. By this method,
a sample of 115  reaches was selected  for  the
estimation of stream length, drainage area, and other
geographical characteristics. A random systematic
subsample of  54 reaches was selected from  the
initial 115, to be visited by field crews to make on-
site physical and chemical measurements and to
collect  water  samples for laboratory chemical
analysis. The Pilot Survey utilized an "index" sample
to describe the chemical characteristics of each of
the 54 reaches. The average, non-event,  spring
stream chemistry is analogous to the index samples
taken from the  deepest  part of lakes  during fall
overturn in the Eastern Lake Survey (Linthurst et
al., 1986).

Chapter 3 describes the field and laboratory methods
used to collect data,  as well as results  of field  and
laboratory experiments  and  evaluations.  Such
information  served as the  basis for changes in
protocols of sample handling and analysis used in
subsequent Phase I Survey activities.

Chapter 4 presents, in detail, the quality assurance
and data base management programs employed in
the Survey. A variety of quality assurance and quality
control  samples were employed to  evaluate  the
performance of the  field sampling and analytical
activities, and to ensure  that field and laboratory
activities were being conducted  according to
established guidelines. Chapter 4 also summarizes
the QA results of the Pilot Survey. The data  base
management tasks described in the section include
protocols for data flows and the statistical techniques
used to ensure data quality.

Chapter 5 evaluates  the ability of the Phase S-Pilot
Survey design to meet the  NSS Phase  I objectives
and includes:

 1.  population  distribution  estimates for water
     quality  index  variables,  along  with their
     associated upper confidence bounds, including
     an evaluation of the number and timing of field
     data collections which led to the construction
     of such estimates;

 2.  examples of potential classification approaches
     for Phase I streams that could be used in future
     phases of the study, and an evaluation of the
     impact of sample timing and frequency on such
     classifications; and

 3.  promising directions  for further  analysis of
     synoptic data.

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Chapter  6 summarizes the conclusions  from the
study and presents recommendations for the design
and implementation of the Phase I Survey.

It is important to recognize that the results from the
Phase l-Pilot Survey are strictly applicable only to
a defined target population of small to medium-sized
streams in the Southern Blue Ridge Province during
the spring  and summer  of  1985. The  chemical
characteristics of this target  population  were
described using chemical index samples, excluding
those collected during major rainfall events. No data
were  collected  on very  small intermittent  or
headwater streams, and no attempt was made to
determine  the  lowest pH during storm-related
episodes which may be a critical factor affecting
survival of sensitive life stages or particular species
of fish. Further interpretation from an assessment
standpoint is being addressed in both present and
planned projects within the NAPAP Aquatic Effects
Research Program, and will be the subject of future
reports. Many of these projects will require additional
data collection (e.g., to determine low pH conditions
during storm-related episodes).

With  respect to  future design  decisions,  it was
recognized  that differences in  weather  patterns,
hydrology, and watershed biogeochemistry may alter
many  of the relationships  observed  in streams in
the Southern Blue  Ridge.  Therefore, the  Southern
Blue Ridge  results cannot be extrapolated quantit-
atively to streams  in  other parts of the country.
Consequently, conclusions regarding design recom-
mendations are generally not  based on rigorous
statistical tests, but on finding consistent, reasonable
patterns in the data that allow important differences
of potential assessment significance to be discerned.
Ultimately, completion of the Phase I field work will
allow full appraisal of the success of the final design.

1.5   Project Organization
The National Stream Survey is administered by the
U.S. Environmental Protection Agency, Office of Acid
Deposition, Environmental Monitoring, and Quality
Assurance in Washington, D.C. The Environmental
Research  Laboratory—Corvallis  (ERL-C) is respon-
sible for coordinating the activities of the Survey and
for  project design, data validation, and  data
interpretation. The Environmental  Monitoring
Systems  Laboratory—Las Vegas (EMSL-LV)  is
responsible for quality assurance/control,  logistics,
and analytical support. Oak Ridge National Labor-
atory  (ORNL)  is  responsible  for developing and
maintaining the data base  management system for
the Survey. ORNL also provided statistical program-
ming to implement the target population character-
ization, as well as mapping and other geographic
analyses for the survey

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                                       2.  Study Design
2.1   Overview
The design of the National Stream Survey is guided
by the general goals and approach of the National
Surface Water Survey, as described  in Chapter 1,
and by a set of data quality objectives (DQOs) that
are intended to assure that resources expended in
sampling and analysis yield sufficiently precise and
accurate data to enable a useful interpretation of
that information with quantifiable confidence. This
chapter reiterates the overall goals of Phase I of the
NSS in  the context of  the NAPAP Aquatic Effects
Research Team "index" concept and the Regional-
ized Integrative Studies (RIS) approach and presents
a  concise statement  of the  DQOs. Subsequent
sections describe the process of defining the target
population, drawing statistical samples from that
target population, and  characterizing some of the
physical and chemical attributes  of the  streams
therein.

2.2  RIS and the  ' 'Index" Concept

2.2.1  Regionalized Integrated Studies
The NSWS seeks to achieve the regional charac-
terization  of surface waters  by linking chemical,
biological, soils, and watershed studies through the
selection of common study sites. Such linkages are
critical to the Regionalized Integrative Studies (RIS)
approach. This approach begins with a  large scale
classification study, such as  the  NSWS, to identify
regionally characteristic systems. Subsequently,  a
smaller number of such characteristic systems will
be the  focus of detailed research designed  to
elucidate the mechanisms responsible for acidifica-
tion, to  determine relationships between chemistry
and  biological  resources, or to detect long-term
changes,  should they  occur.  Processes, relation-
ships, or changes observed in lakes and streams that
are typical of the various types of systems comprising
the regional population then can be extrapolated with
quantifiable  confidence to a regional scale. Much
of the NAPAP aquatic effects research will hinge
on this "regional  classification" approach,  the
cornerstone of the RIS concept.

2.2.2   The  "Index " Concept
Extrapolating from  intensive  studies  to  regional
population estimates relies on prior estimates of the
total population  resource  in a  region, and of the
fraction  of  that  population  represented by  the
intensively studied systems. The  classification, or
determination of "representativeness," of the  test
system must be based on the major factors thought
to  control acidification in  the population. Such
underlying factors could include regional hydrology,
geochemistry, and major vegetation types. Because
such factors are quite complex, however,  it  will
probably  be necessary to  rely  on   "indices" to
represent many  of them. Data upon which to base
such indices must be  available (or derivable from
maps and remote imagery) for a sufficiently large
and representative sample  to  estimate  their  fre-
quency of occurrence  in the population.  Examples
of  simple physical  and biological indices include
stream drainage density,  mean watershed slope,
elevation, and percent coniferous vegetation. Phase
I of the NSWS relies on grab samples taken from
a  number of water  bodies  during an appropriate
season to  provide an "index"  of  the  chemical
characteristics of the population of water bodies in
the region. Index samples for the lakes in the NSWS
were  collected  following  fall  overturn,  when
intralake spatial variability is minimized. Ideally, if
the integrative capacity of a lake basin is sufficient,
a single sample collected  at this time may provide
an "index" of chemical conditions at  other times of
the year. The predictive success of a fall overturn
water chemistry index  is  influenced  by many
processes,  but  is  generally  proportional to the
hydraulic residence time of the lake. Long residence
times  tend  to integrate the inputs  of water  and
dissolved materials from  the lake watershed,
reducing that portion of temporal variability due to
changes in input rates. In streams, which have  little
or no temporal integrative capacity in their channels,
it is necessary to draw the  index sample during a
period  of the year that is expected  to exhibit
characteristics most closely linked to acid deposition
or to its most deleterious effects. Spring appears to
be the most appropriate period because stream water
acid neutralizing capacity (ANC) is typically low and
life stages of aquatic biota that are sensitive to low
pH are likely to be present at this time.

Although pH and ANC depressions also can occur
during  other seasons, short hydraulic  residence

-------
times in soil zones in  the  spring  minimize acid
neutralization. Also, acid-sensitive swim-up fry life
stages of key fish species are typically present in
the streams during the spring in many parts of the
country.  However,  the  short hydraulic  residence
times that  contribute to low  pH  and  low ANC
conditions in the spring also may  result  in  order-
of-magnitude changes in some  chemical  variables
over the course of hours or days during hydrologic
events.  In order to  reduce error in  the population
estimates caused  by such  "atypical"  samples,
replicate measurements on each  reach were planned
for the Phase l-Pilot Survey,  so that atypical values
could either be averaged, or identified and excluded.
The philosophy of indexing,   if  not the  exact
methodology, is identical in the stream  and lake
components of the NSWS. The multiple samples of
reach water chemistry in the NSS should be thought
of as replicates, with averages'replacing the single
NLS index sample  in making regional population
estimates. Examples of how this  index sample might
be used in  stream classification are provided in
Chapter 5.


2.2.3 Data Quality Objectives
The data quality objectives (DQOs) of the National
Stream Survey were designed to overcome some of
the historical problems  in past  data sets noted in
Chapter 1. Few  of the DQOs in a descriptive and
classificatory project such  as  the NSS can  be
specified in terms  of narrowly defined  precision
limits, outside of which the data would be rendered
useless. Instead, the DQOs represent ideal targets.
However, even the qualitative specification of DQOs
in the planning process has resulted in significant
improvements to project designs and protocols.

Specifically, the DQOs are as follows:

  1.  The target population  should  accurately
      represent  the population of  streams that
      constitute the most important resource at risk
     from acid deposition.

  2.  The  NSS  data should  describe a probability
      sample of streams from the target population.

  3.  The set of variables  measured should be
      sufficiently complete to provide information on
      the suitability of the stream for key fish species
      and on the  geochemical parameters that can
      be used to classify the streams and hypothesize
      mechanisms  relating  to past and future
      acidification (Phase  I  data may  be supple-
      mented during later phases to meet  certain of
      these objectives).

  4.   The data must be of high quality, with low and
      quantifiable analytical error, and with known
     precision, representative of the state-of-the-art
     attainable in high-volume contract analytical
     laboratories.

 5.  Sample variances must be sufficiently small to
     provide useful population estimates and robust
     stream classifications, to the extent that natural
     classes exist in the target  populations.

In  most cases the data quality objectives can only
be met subjectively. In the case of DQO #4, however,
the results of the Phase l-Pilot Survey can be used
to  provide a  benchmark  against  which future
analytical data quality can be compared.
                                          r,

2.3   Identifying the  Target Population
A sampling design depends upon the identification
of  a "target population," i.e., a  collection of entities
about  which we want  to  make estimates (and
ultimately management decisions). Only when such
a target population is explicitly defined can samples
be  drawn  from it in order to make  statistical
inferences regarding the  properties of that popula-
tion. In the case of the National Stream Survey, DQO
#1 indicates that the target population should best
represent  the resource at risk. In order to design
the NSS sampling  plan, we  have construed this to
mean that the target population should be located
in  an area of historically low ANC surface water that
receives acid deposition,  and in which streams (as
opposed to lakes) are the predominant surface water
resource.  We  further presume that  the primary
resource of interest is sport fisheries, and that the
size of streams of interest should reflect the portion
of the  stream continuum that provides the majority
of fish habitat for critical life stages.

These general criteria define a conceptual population
of interest which  is not easily defined in explicit
terms. Such a definition  must be quantified  before
it  lends itself to statistical  sampling. Ideally, there
may be a single size range of streams that satisfies
these  abstract  criteria. In practice,  however, even
with well-defined habitat characteristics, it has been
very difficult to arrive at an  explicit definition  of this
population  so that it  might  be  "targeted" for
sampling.

There  are two aspects to the  problem of explicitly
and quantitatively defining the conceptual popula-
tion of interest. The first deals with actual stream
locations  and characteristics;  the second with the
correspondence between  these  "on-the-ground"
characteristics and abstract representations of them.
A simple solution to the first aspect of the problem
is confounded by the regional, temporal, species, and
life stage differences in fish habitat requirements
(not to mention different ways of defining stream
"size"), which make a precise definition of the size

-------
of streams in such a population impossible.  Once
satisfactorily defined, we must  then contend with
bias and imprecision associated with our abstract
representation of the assemblage of  streams on
maps, lists and remote imagery.

Given  the difficulty in defining the conceptual
population of interest, the most expedient approach
for the  National Stream Survey was  to explicitly
define  a target  population in terms of blue-line
representation of streams on 1:250,000-scale
topographic maps, modified by certain site inclusion
criteria, and to proceed with an evaluation of whether
that target population is a reasonable representation
of the population of interest. The target population
is, therefore, our best attempt to make explicit this
conceptual  population of interest.  Its precise
definition  was influenced by the expertise of local
fisheries biologists in a  number of regions and was
tempered  with our understanding  of  watershed
response to acid deposition. The decision was also
constrained by logistical considerations that  influ-
enced the number of sites which could be sampled.
2.3.1  Selection of the Study Area
The Southern Blue Ridge was chosen for the location
of the Phase l-Pilot Survey for two reasons. The first
was the need for a geographically compact, physi-
ographically homogeneous area expected to contain
predominantly low ANC streams, and  to provide a
range of logistical difficulties that would  serve as
a reasonable test of the field sampling design. The
second was that the Southern  Blue Ridge would
provide "delayed response" types of watersheds that
could  be  compared  with  "direct  response"
watersheds associated with northeastern U.S. lakes
studied in the NLS (Galloway et al., 1983; U.S. EPA,
1985c;  U.S.  EPA,  1985d). Delayed response
watersheds  usually contain thick soil mantles and
have geochemical properties that tend to neutralize
hydrogen ions added by acid deposition. Because of
this buffering  effect, streams  draining  such
watersheds  may not exhibit significant pH changes
for 10-100 years under present acid deposition rates.
Direct response watersheds generally have shallow
soils that exhibit little or no acid neutralizing capacity.
They are in virtual equilibrium with acid deposition
inputs.  Streams draining  such watersheds are
expected  to exhibit  pH  and  ANC  depressions
relatively quickly following changes in  acid deposi-
tion loading.

Figure 2-1 shows the location and boundaries of the
Southern Blue Ridge study area as determined from
physiographic maps of Fenneman  (1946) and the
EPA alkalinity map for the region (Omernik and
Powers, 1983). A northern spur of the Southern Blue
Ridge Province  (not shown  in Figure  2-1)  was
excluded from the survey in order to avoid sites with
driving times greater than two hours from the base
operations  site.  It should be noted that  the NSS
Phase  l-Pilot Survey area falls within the  larger
subregion 3A of the ELS-Phase I, but does not share
the same boundaries. The geography of  the area
(Figure  2-2)  is composed of uniformly dissected
mountains  with elevations ranging from 500-2000
m above mean sea level. The 27,000 km2 area is
drained  by clearwater streams  with dendritic
drainage patterns. Three major river valleys, the
Hiwassee,  Little Tennessee, and French  Broad
provide the major relief in the area as they drain
northward into the Tennessee River. All of the major
rivers in the area have been dammed, and reservoirs
of all sizes are common. Based on historical data,
streams draining  watersheds < 70 km2, especially
at elevations > 750 m above mean sea level,  exhibit
low  acid neutralizing  capacity,  particularly  in the
spring of the year (Silsbee and Larson, 1982; Talbot
and Elzerman, 1985).

Vegetation  in the area is mostly Appalachian oak
forest with pockets of northern hardwoods.  Land use
is mostly forest and ungrazed woodlands, with mixed
cropland and pasture in  the valley  bottoms. The
French  Broad River Valley contains  the  cities of
Asheville and Hendersonville, and is  moderately
urbanized or farmed in most  places. The highlands
are sparsely settled, and  Great  Smoky Mountains
National Park occupies much of the  northwestern
portion of the study area.
2.3.2  Stream Population of Interest
Identification of the  target population  of streams
(DQO #1) required consideration of the characteris-
tics of large versus small  streams with respect to
the aquatic  resource potentially at  risk from acid
deposition. Provided that  differences among fish
species are ignored, larger streams provide consid-
erably more fish habitat per unit stream  length than
do very small streams, and thus are relatively more
important from  a  fishery  resource standpoint.
However,  in  most regions of the U.S.,  very large
streams or rivers generally do not experience low
pH conditions, because natural and anthropogenic
buffering sources (e.g.,  agricultural  liming  or
discharge of treated wastewater) tend to buffer any
atmospherically-derived  acidity once a river has
descended into populated valley bottoms.

At the other end of  the size spectrum,  low order,
high elevation  streams  within a given basin are
expected to  exhibit lower  pH and ANC than  their
downstream  counterparts  and are therefore more
likely to serve as "early warning" indicators of acid
deposition impacts. These smaller streams, however.
                       8

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  Figure Z-1.    Location of the Southern Blue Ridge Phase I- Pilot Survey study area.
      42° N
     38° N
   34° N
 30° N
26° N
    97° W
                                                                                                73° W
                   93° W
                                  89° W
                                                 85° W
                                                                  81°W
                                                                                 77° W
  offer quantitatively less fish habitat, and for that
  reason may  not best represent  the biological
  resource at risk. While the impacts of acidification
  on spawning and detritus processing in very small
  headwater and intermittent streams should not be
  discounted, it would  be  very  difficult, given  the
  present state-of-the-science, to  relate headwater
  acidification to fish productivity further downstream.
  Given this uncertainty, together with the frequently
  observed   pattern of  maximum  productivity and
  species diversity of fish and invertebrates in mid-
  order reaches (Platts,  1979; Vannote et a I.',  1980;
  Minshall  et al., 1983), the small to medium-size
  stream category appeared to be the best target for
  Phase  I  sampling  from  a biological resource
  standpoint.
Rivers and streams  at  opposite ends of  the  size
spectrum also present special logistic and sampling
design difficulties. Larger rivers require substantially
different physical  sampling (measurement) tech-
niques and  equipment  than are  used on smaller
streams. The geographical point sampling frame that
was used for the statistical sampling design (Section
2.4) also works less effectively on watersheds  of
drastically different sizes (Overton, 1987). On the
other  hand,  populations of very small streams are
poorly represented on maps, are often very difficult
to access physically, and  their flow may dry up
entirely in some years.

A decision ultimately was  made to target the  NSS
on the population of medium-sized streams draining

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Figure 2-2.   Geography of the NSS Phase l-Pilot Survey study area.
                           84
                                                                               82°
36° -
35°
                                                                                            -36°
                                                                                            - 35°
watersheds  of approximately 1 to 200 km2. Such
streams in the Southern Blue Ridge typically are less
than 1 m in depth and less than 10 m in width during
spring "baseflow" conditions. They typically repres-
ent streams  of Strahler order 2 to 4, as determined
from 1:24,000-scale USGS topographic maps.
There was also some question of how to deal with
anthropogenic impacts that may mitigate or exac-
erbate the effects of acid deposition on streamwater
chemistry. Inclusion  of streams affected by  non-
atmospheric, non-point source  pollutants  would
decrease our ability to apply geochemical models that
depend on relatively "pristine" geochemistry to infer
acid deposition  impacts. Conversely, restricting the
target population to pristine streams would preclude
making robust and meaningful population estimates
for ail streams of interest in a region. This dilemma
reflects the inability to optimize on both primary and
secondary objectives, as noted in Chapter 1. Based
on the primary Phase  I objectives of identifying the
regional extent of all low pH and low ANC streams,
it was reasoned  that only grossly polluted streams
(e.g.,  urban  drainage ditches) should be excluded.
The effects of nonpoint source pollution on streams
otherwise affected by acid deposition are "part and
parcel" of the existing environmental conditions and
these streams were, therefore, included in popula-
tion  estimates.  Such streams may  make poor
candidates for further study, however, and will likely
be excluded from field study in subsequent phases
of the survey.

Another problem arose in delineating the geographic
boundaries expected to contain the majority of low
ANC streams. A decision  originally was made to
strictly adhere to the 400 peq L"1 ANC boundaries
                       10

-------
 shown on the most recent (working) versions of the
 U.S.  EPA regional alkalinity maps. This decision
 resulted in exclusion of two small "islands" of higher
 (> 400 //eq  L"1) ANC  surface waters in the center
 of the  study  area (Omernik and  Powers,  1983).
 However, local water quality experts indicated on
 the basis of  recent data that the maps were in error
 in this regard, and these areas were subsequently
 included in the Survey. Owing to similar uncertain-
 ties  in the  accuracy of historical data  bases,
 subregional  boundaries have been drawn  with a
 "broad  brush"  in the  areas covered by the NSS in
 the 1986 Phase I design (U.S. EPA 1985a; U.S. EPA
 1985b).
 2.4   Target Population Estimates

 2.4.1  Methods for Identifying the Target
 Population
 In  Section  2.3.2, we identified the conceptual
 population of  interest as all reaches that are  not
 grossly polluted, that drain watersheds of interme-
 diate  size, and that occur within certain  relatively
 homogeneous physiographic  areas expected  to
 contain  surface waters with acid neutralizing
 capacity (ANC) predominantly less than 400/ueq L"1.
 A probability sampling technique was used to choose
 a set of  such streams upon which to  make field
 measurements. The sampling plan began by iden-
 tifying a  sampling "frame." Sampling frames are
 often  "list frames" which literally list the units of
 the target universe that are available for sampling.
 The NLS employed a list frame: the  names (or site
 descriptors) of each lake of surface area greater than
 4 hectares (ha) in each region of interest, as shown
 on 1:250,000-scale topographic maps. The first step
 in creating  a  sampling frame for  the NSS was
 determining how to specify sampling  units: whether
 to specify individual stream reaches for the frame
 or to identify collections of reaches specified within
 networks  or watersheds. Individual  reaches  were
 chosen over networks or watersheds, for reasons
 discussed in Section 2.6.

 Next,  the  reach units were  identified. Alternatives
 included   blue-line  representations  on different
 scales of topographic maps, remote  imagery
 collected  by  satellite or aircraft, and  various
 computerized data files  originally constructed for
 other  purposes. The use  of existing computerized
 lists of streams was rejected, because they tend to
 describe large streams and rivers. For example, the
 U.S. EPA  REACH data file (Olsen et al.,  1981)  is
comprised of only those reaches large  enough to
appear on 1:500,000-scale topographic maps. At this
scale, a large number of smaller streams that could
be potentially sensitive to acid deposition but are
still large enough to offer abundant fish habitat are
 not included (Sports Fishing Institute Bulletin, 1984).
 Such streams, which appear on larger scale (e.g.,
 1:250,000 and  1:24,000) maps, are generally too
 small to be of interest to water supply managers
 and therefore have not historically been represented
 in computerized water resources data bases.

 For the foregoing reasons, reaches represented on
 larger-scale maps or by  remote  imagery were
 deemed the best alternatives. Remote imagery was
 rejected as being too costly and time-consuming for
 constructing a frame of thousands  of reaches. Of
 the two applicable  map scales  (1:250,000 and
 1:24,000),  the former was chosen  because it best
 represented the conceptual population of interest.
 An earlier survey (TIE, 1981) indicated that historical
 fishery and aquatic resource values are more closely
 associated  with blue-line streams  on the smaller
 scale (1:2F.»0,000) maps. Although the relationship
 varies  from  map to  map,  1:250,000-scale  maps
 generally exclude the first and second order streams
 that appear on  the corresponding  1:24,000-scale
 maps in the eastern U.S. While it would be possible
 to identify  streams to be included in the sampling
 frame on 1:24,000-scale maps by excluding head-
 water reaches according to some specified protocol,
 the somewhat  arbitrary way  in which headwater
 reaches are interpreted on such maps (Chorley and
 Dale,  1972) makes any such representation equally
 arbitrary. While there is no ideal way to identify the
 true universe of streams of management interest,
 identification of  streams on 1:250,000-scale maps
 appeared to be the most reasonable delineation of
 the target population for the NSS sampling frame.

 There is theoretically no reason why  a  list frame
 could not have been created to identify the target
 population  of streams in the  Phase l-Pilot Survey
 area. However, we now estimate that the combined
 mid-Atlantic and Southeast study areas planned for
 1986 field work may contain  well over  90,000
 individual reaches.  It thus would  have  required
 approximately 4-5 workyears to create a  quality-
 assured, computerized list of such reaches for the
 full Phase I Survey. The alternative  was to design
 a sampling procedure that estimates the number,
 length, and other geographical characteristics of the
 target population from a sample of reaches drawn
 from that population. A subsample of streams also
 must be selected for making physical and chemical
 measurements.
2.4.2  First Stage of Sampling
The previous sections described in some detail the
decisions involved in developing an explicit definition
of the target population. The target population was
explicitly defined using blue-line representation of
streams on USGS topographic maps of 1:250,000-
                                                                       11

-------
scale  in  combination with site  inclusion criteria
described  in Section  2.4.3.  Throughout the
remainder of this report, this target population was
assumed to adequately represent the subset of the
total population of streams which is in a size range
of interest from the  standpoint of the resource at
risk (sport fisheries). The lack of exact  correspon-
dence is acknowledged and will be clarified in future
work.  Additional  data collection and analysis  is
presently  underway  to  identify  the relationships
among these  populations and to aid in interpreting
the target population estimates in the context of the
various regional conceptual populations of interest.

In the sampling design chosen here, the procedure
for sampling stream reaches from which to estimate
the structure of the  target population was termed
the "first stage" of sampling.  This activity utilized
geographic data only, and was not concerned with
describing the chemical conditions in the population.
The method of selecting stream reaches for making
physical and chemical measurements was called the
"second  stage" of sampling,  and  is described in
Section 2.4.6.

In order to avoid the delay associated with construct-
ing a  list frame for all stream reaches  in an  area,
it was decided instead to construct a "point frame."
A point frame employs the random placement of a
systematic sampling grid over a region to choose
study reaches. The probabilistic sample obtained is
more efficient at representing the spatial variability
of reaches in the region than a totally random sample
because this systematic  sample  is more evenly
distributed over the land area. The point frame used
in the Phase l-Pilot  Survey  was a grid of dots on
an acetate  transparency  placed at random  on
 1:250,000-scale  topographic  maps.  To select
reaches corresponding to grid dots, a line was drawn
perpendicular to the elevation contours, proceeding
downslope from each grid point toward a stream
reach (Figure 2-3). A stream "reach" was included
 in  the first stage  sample if it was the  first reach
 intersected by the line, and  was defined as the
stream segment bounded by an upstream  and a
 downstream  node.  The  downstream  node was
 determined by the  first confluence with another
 1 -.250,000 blue-line stream. The upstream node was
 determined by either a similar upstream confluence,
 or by the origin, as indicated on the 1:250,000-scale
 topographic map. The example in Figure 2-3 shows
 sampling frame points corresponding to a uniform
 rectangular geographic grid with 8 mi between each
 point. Point 98 in the figure  results in the selection
 of a blue-line non-headwater reach, while point 99
 results in selection of a blue line headwater reach.
 The  direct drainage area  of  downstream reach
 sampling nodes  are identified as "ai." The area
 draining into the  upstream  node of  the  non-
headwater reach  is represented  by "a2."  Total
drainage to the  upstream node of the headwater
reach is represented by "a3."

It is convenient,  although not critical, that the grid
points in the point sampling frame be spaced with
a sufficiently low density that no two grid points could
correspond to the same reach.  Such sampling
overlaps can  be accommodated  by the statistical
models  used in data analysis and have no effect on
the validity of the population estimates (Overton,
1985,  1987).  An  8-mile (approximately  13 km)
distance between  points has thus far yielded an
appropriate grid density.
2.4.3  Site Inclusion Criteria ("Site Rules")
The reaches  identified  by the  grid points are
categorized into various  "target" or "non-target"
categories according to criteria discussed below. The
target population thus defined is identical to that
which might have been defined by a list frame. Unlike
the exhaustive population defined by a list frame,
however, the  point frame (with  inclusion  criteria)
defines a probability sample of that population. The
inclusion criteria that were used for drawing the first
stage sample of Phase l-Pilot Survey sites are shown
in Table 2-1. Specific decision protocols provided by
the site inclusion criteria were used by the project
geographers to  identify  the resource at  risk,  as
addressed in general by DQO #1 (Section 2.2.3).

Each grid dot may lead to a non-target reach, a target
reach, or no reach at all. A grid  dot identifies  no
reach if the topographic fall  line identifies  a reach
wholly outside the study area boundary, or if the
dot identifies something  other than a reach (e.g.,
a lake, reservoir, swamp, or closed basin). Non-target
reaches are excluded because some characteristic
puts them  into a non-interest category. Boundary
reaches may  penetrate sufficiently into  suspected
high ANC regions external to the study area that
such reaches are unlikely to have low alkalinity over
much of their  length.  A reach was excluded if any
part of the blue  line was outside the study area or
if  > 25%  of  the drainage area defined  by the
downstream reach node was outside the boundary.
Large rivers  were excluded by  the  site rules  for
reasons cited  above (2.3.2). Sixty square miles was
subjectively chosen  as  an upper  limit for  total
drainage area. The use of watershed  area to express
stream  size was chosen because of the objective,
relatively precise way in which watershed areas are
determined from topographic maps, as compared to
stream order (Hughes and Omernik,  1981; 1983).

Reaches draining into or out of reservoirs also were
excluded  from  the  Phase l-Pilot Survey.  It was
reasoned that reservoir taifwaters could be domi-
                        12

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Figure 2-3.    Representation of the point frame sampling procedure for NSS  study reaches. The sampling frame points
              correspond to a uniform rectangular  geographic grid with  8 miles between each point. The lower left point
              results in inclusion of the reach shown.
                                  Non-Headwater Reach
Headwater Reach
                                                                                  13

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Table 2-1.    NSS Phase l-Pilot Survey Site Inclusion Criteria
Non-Reach Grid Dots
  Reach Out:
  No Reach:

Non-Target Reaches
  Boundary Reach:
  Watershed Out:
  Large River:
  Reservoir Reach:

Target Reaches
  Target Reach:
Topographic fall line yields a reach lying entirely outside the study area.
Dot identifies a lake, reservoir, or wetland.
Any part of the blue line crosses the study area boundary.
> 25% of drainage area outside study area.
Total drainage area above downstream node is > 60 mi2 (ca. 155 km2
Reach drains into or out of a reservoir.
Reach lying entirely inside study area boundary, not draining into or out of a reservoir, with a
watershed of < 60 mi2, at least 75% of which lies within the study area.
nated by  unusual  water  quality  characteristics
because of hypolimnetic processes in the reservoir.
Downstream nodes  of streams draining into reser-
voirs were difficult to identify due to inaccurate map
representations and fluctuating reservoir operating
schedules.
2.4.4  First Stage Data
The first stage data base includes a listing for each
grid point, including:

  1.   Site identification code: a seven-digit code (e.g.,
      2A08901) containing three fields indicating the
      NSS  Phase  I  subregion  code (2A),  the
      1:250,000-scale map ID (089), and the grid dot
      sequence (01). The last field has been increased
      to 3 digits in Phase I.

  2.   Stream name: recorded from 1:250,000-scale,
      or 1:24,000-scale map, where indicated.

  3.   Site inclusion criteria  applicable to the grid
      point (Section 2.4.3). For target reaches, certain
      additional  information  was  collected that
      locates the reach geographically for sampling
      and identification purposes, including:

  4.   County(ies) and state(s) in which  the reach is
      located.

  5.   State(s) in which the associated watershed is
      located.

  6.   Administrative jurisdiction, if  sites lie within
      national  or state parks  or  on  military
      reservations.

  7.   Miscellaneous comments.

The latter information was critical in the reconnais-
sance procedures described  in Chapter 3.
                                  In addition, data were collected for certain quantit-
                                  ative geographic variables including:
                                   8.  The area of direct drainage, ai (Figure 2-3): This
                                       is the  portion of the  watershed  that  drains
                                       directly into the chosen reach, and also the area
                                       within  which a grid point will select this same
                                       reach.  This variable is very important, as it is
                                       a measure of the probability of selecting the
                                       reach,  and is used in making all population
                                       estimates. It  was measured  as  accurately as
                                       possible on the 1:24,000-scale maps.

                                   9.  Reach  order, R:  The number of reach origins
                                       (headwaters)  in the  watershed  above  and
                                       including the selected reach, as identified on
                                       the 1:250,000-scale maps. This reach ordering
                                       system is basically that of Shreve  (1966), and
                                       has certain  topological advantages over the
                                       more familiar Strahler  or  Horton ordering
                                       systems.

                                  10.  For reaches of order higher than 1, the area,
                                       a2, of the upstream watershed. The variable
                                       aa  is the area of the entire watershed that
                                       produces  the streamflow  that  enters the
                                       selected reach at the  upstream node,  deter-
                                       mined  from surface topography on 1:24,000-
                                       scale maps. (This value is zero for first order
                                       reaches.)

                                  11.  Reach  length, L, is  the length of the selected
                                       reach.  Locations  of  the reach  ends were
                                       determined  on  1:250,000-scale  maps, but
                                       measurement of L is made on 1:24,000-scale
                                       maps as noted above.

                                  12.  Headwater drainage area, a3, being the area
                                       draining into the upper node of each stream
                                       (identical to &z for reaches with R > 1).
                         14

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 13.   In the field, it  was not  always possible  or
      desirable to collect stream samples exactly at
      the coordinates indicated on the field maps.
      In each case, actual sampling coordinates were
      marked by field personnel on the field maps,
      and  new variables (a4, as, and La) analogous
      to a-i, a2, and L, were created, based on actual
      field sampling locations.

 In all cases, measurements were made based on
 triplicate measurements with a Model 1250 Numon-
 ics planimeter with a resolution of ± 0.010 seconds
 and an accuracy of ± 0.020 seconds.
 2.4.5  Population Estimates
 The sampling  design  outlined above  produced a
 probability sample of  115 reaches with expected
 probability of inclusion proportional to the direct
 drainage area, a-i. of each reach. This design has
 two advantages over a list frame, from which reaches
 are chosen randomly:

  1.  The reaches are approximately uniformly
     distributed in space,  so that any intraregional
     geographic chemical patterns should become
     apparent.

  2.  It  is less time-consuming than constructing a
     list frame because reach attributes need only
     be measured on the selected sample reaches.

 Many attributes of the target universe of stream
 reaches can be estimated from the first stage sample
 (or second stage sample). The basic estimator is of
 the form:
                                    Z indicates summation over the number of sample
                                    s reaches, s, in the stratum of interest; and

                                    w is  a  weighting  factor (d/ai) which  is inversely
                                     proportional to the inclusion probabiiity for each
                                     particular stream reach.

                                    The estimation of  some attribute of interest in the
                                    target  universe is  accomplished  by  employing
                                    Equation 2.1. When an estimation of that attribute
                                    is desired for a subset (stratum or population) of the
                                    target universe, summation is restricted  to the
                                    pertinent subset. This is accomplished by setting of
                                    the value of the indicator variable z to 1 if the sample
                                    reach is in the  population or to 0 if it  is not. For
                                    example, to estimate total stream miles by category
                                    of watershed size, one can  sum over  only those
                                    reaches belonging to that watershed size category.
                                    Similarly, to estimate the total stream length which
                                    lies in some criterion region (e.g., those stream miles
                                    with values of  ANC within some specified  range),
                                    we only sum over sample reaches having ANC values
                                    in that range.
                                   The number of populations or classes of reaches that
                                   can be  identified by physical or chemical charac-
                                   teristics is  essentially unlimited.  The following
                                   examples are chosen only to illustrate the possibil-
                                   ities of the estimation procedure. The total number
                                   of reaches (N), within  any subset, z, of the target
                                   universe (such as those reaches with ANC < 100
                                   /ueq L"1) can be determined as the sum  of interest
                                   reaches, each multiplied by its individual probability
                                   weighting factor:
Ty = d Z
       s
= Z zyd/ai = Z zyw
  s          s
[2.1]
where:

y is any reach attribute of interest (e.g., length);

Ty is an estimate of the sum of that attribute over
  the target universe (e.g., combined stream length);

z is an indicator variable (0, 1) for a particular  class
  of interest (e.g., all reaches with 81 + aa < 10 mi2);

81 is the area of direct drainage-of the sample reach,
  as defined above;

d is the areal density of points in the geographic
  grid used to construct the point frame (the NSS
  Pilot uses an 8 mile grid resulting,  respectively,
  in 64 mi2 and  128 mi2 per point for Stage  I and
  Stage II sampling);
                                   Nz = d I zy/ai = Z
                                          s         s
                                                                            = I zw
                                                                              s
                                                  [2.2]
                                             A
                                   Similarly,  Az, the total area of watershed directly
                                   drained by the reaches in subset z of the  target
                                   universe can be estimated by:
       Az = d I zy/ai =  I
              s         s
                                                              = Z zd
                                                                s
                                      [2.3]
                                   An  estimate of the total length  (Lz) of reaches in
                                   subset z can be calculated as:
Lz =
d Z
  s
                      = Z
                        s
                                                             = Z zLw
                                                               s
[2.4]
                                   Examples of other types of classifications (stratifi-
                                   cations) that were found to be useful in the Phase
                                   l-Pilot Survey analysis included:

                                    1.   Categories of watershed size:

                                                        15

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     a.  Class A: reaches with 0 < (a1+aa) ^ 5 mi2
         (13km2).

     b.  Class B: reaches with 5 < (ai+aa) < 15 mi2
         (39 km2).

     c.  Class C: reaches with 15 < (ai+a2) < 60
         mi2 (155 km2).

  2.  Shreve reach  order (1:250,000 blue lines):

     a.  R = 1 (headwaters)

     b.  R = 2

     c.  R>2

The basic estimator can be generalized to yield the
following formula for a reach attribute:
                  Ty = Z yw,
     [2.5]
where summation is over the sample data that are
in the subpopulation  of  interest. Variances  are
calculated for each parameter of interest according
to the equation:
          n
V(Ty) = I y2[w(w - 1)] + I  Z
       s                 i
where:
-Wj.i)
                                          [2.6]
                                          [2.7]
resource  constraints of the  project. Previous
experience in Phase I of the  Eastern Lake Survey
had shown a second stage sample size of approx-
imately 50 per stratum to be satisfactory. It was also
desired that the second stage sites be well dispersed
geographically within  the region  so that any
correlations of aquatic chemistry with geologic type
or acid deposition loading could be detected.

A systematic random sample was chosen as the best
means to draw such a sample. Every other grid dot
was drawn in the second stage sample, beginning
with a random start, and  without regard to the site
rules  associated with each dot (i.e., non-reach and
non-target dots were included).  The site rules then
were applied, and the resulting second stage sample
was found to contain 54 target reaches. The locations
of these sites are shown in Figure 2-4, along with
the last four  digits  of the site  identification  code.
Geographic site data for these reaches are provided
in Appendix B (Table B.1).

Population estimates and their associated variances
were calculated as in the first stage sample, although
n was smaller in  the  second stage  sample. A
systematic random subsample from  the first  stage
sample retains the characteristic of non-uniform
inclusion probabilities of the reaches in the first stage
sample. Although the non-uniform inclusion proba-
bilities can be accommodated by  the sampling
statistics, it is critical that future users not treat the
sample as if the inclusion  probabilities are equal.
That  is, population  statistics associated  with  the
sample should not be calculated as unweighted
medians, means, and standard deviations.
if i and j are from the same stratum, and
                     j.i = Wj
     [2.8]
if i and j are from different strata (Overton, 1985).

The effective sample size, n, is the number of grid
points that fall in the study area, and includes non-
target reaches and points that do not lead to a reach.
For any subpopulation, the formulae are identical
and summation is made over the sample data from
that exact subpopulation. A detailed discussion of
the variance estimation procedure is presented by
Overton (1987).
2.4.6   Second Stage of Sampling
The  second stage of sampling was designed to
subsample the 115 target reaches in the first stage
sample to obtain a reduced number  of reaches for
making chemical measurements within the time and
2.4.7  Target Population Geographic Estimates
Examples of the types of estimates that can be made
for some geographical  attributes  of  the target
population are presented  in Table 2-2. Estimates of
the numbers, length (L), direct drainage areas (ai),
and discharge  indices of  target reaches  in  the
Southern Blue  Ridge  are shown, along with  the
associated  standard errors of the estimates. The
percentages of stream reaches,  length, and water
surface areas represented by the subpopulations of
drainage  area and order categories, as described in
Section 2.4.5, are also shown. Interpretation of the
total discharge  index  and the significance of  the
various geographic  estimates will be discussed in
Chapter 5 in the context of reach  chemistry.

Based on  the first stage sample, the target population
is estimated to contain 2,156 reaches  with  a
combined length of 9,508 km (5,908 mi). The streams
are estimated to directly  drain 19,062  km2 (7,360
mi2) or 7,360/10,501 = 70% of the study area. The
remainder of the area drains directly into reservoirs.
                       16

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Figure 2-4.    NSS Phase l-Pilot Survey study area showing second stage (II) probability sites and special interest reaches.
             Numbers represent the last four digits of the corresponding site code.
 36° N
 35° N   •
 34° N
                 Stage II Sites
                 Special Interest Sites
               !           ^805   8806
               \   ^804  •      9  .8903
                        8808
                                          8905
        85° W
84° W
                                                           83° W
                                                                                    82° W
large  rivers,  or into  boundary  reaches. Sixty-six
percent of the  target reaches  are portrayed as
headwaters (R = 1) on 1:250,000-scale maps, and
50.6% are  estimated to drain watersheds < 5 mi2
(13 km2). The percentages for headwater reaches
are somewhat higher (ca. 74%) if the estimates are
based on length or drainage area, thus indicating
that the headwater reaches typically are longer and
have  larger  direct drainages  than the  stream
segments lower in the watersheds (R > 1).
                 The same types of estimates can be made from the
                 smaller (n = 54) second stage sample. Differences
                 in the estimates (e.g., 8,963 versus 9,508 kilometers)
                 between the two samples are generally small for
                 the entire population, and for headwater reaches
                 (e.g.,  6,714  versus  7,047  kilometers).  Standard
                 errors based on the second stage sample are higher,
                 due to the smaller sample size. The estimates diverge
                 the most for relatively small subsets of the sample
                 (e.g., second order reaches). The differences in the
                                                                        17

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Table 2-2.    Geographic Attribute Estimates and Standard Errors for the NSS Phase I-Pilot Survey Target Populations Based
            on Stage I and Stage II Samples
      Attribute Description
                                            Stage I"
Est.
S.E.
                                                Stage II"
%c
                                      Est.
                                     S.E.
%c
Number of Target Reaches             2,155.6        265.0                    2,020.9        326.7

  Headwater Reaches                1,422.4        180.5        66.0        1,432.7        296.1        70.9
  Second Order Reaches               372.5        199.1        17.3           79.1         53.7        3.9
  Remaining Reaches                 360.7        106.0        16.7          509.0        191.9       25.2

  Class A Reaches                   1,090.9        185.9        50.6        1,120.9        302.8       55.5
  Class B Reaches                    698.5        204.9        32.4          449.9        119.7       22.3
  Class C Reaches                    366.1         97.4        17.0          450.1        170.2       22.3

Direct Watershed Area (Sq. km)        19,062.4        954.7                  17,902.1       1,417.7

  Headwater Reaches               14,089.6       1,019.5        73.9       13,260.8       1,477.6       74.1
  Second Order Reaches              1,989.1        525.6        10.4          994.6        550.1         5.6
  Remaining Reaches                2,983.7        628.1        15.7        3,646.7        997.8       20.4

Reach Length, Total (km)              9,508.0        645.0                    8.963.2        952.7

  Headwater Reaches                7,046.5        636.7        74.1        6,714.1        938.3       74.9
  Second Order Reaches              1,054.3        315.4        11.1          482.5        296.4        5.4
  Remaining Reaches                1,407.2        339.0        14.8        1,766.6        553.7       19.7

Total Discharge Index (Sq. km)         47,286.6       7,368.8                   51,123.7      12,487.4
Headwater Reaches
Second Order Reaches
Remaining Reaches
Class A Reaches
Class B Reaches
Class C Reaches
14,089.6
9,471.6
23,725.4
6,464.6
14,981.2
25,840.8
1,019.5
3,608.8
6,913.3
890.7
3,715.0
6,845.0
29.8
20.0
50.2
13.7
31.7
54.6
13,260.8
2,362.6
35,500.3
5,967.4
10,038.7
35,117.7
1,477.6
1,317.5
12,864.3
1,240.5
3,116.8
12,613.9
25.9
4.6
69.4
11.7
19.6
68.7
"n=115
bn = 54
°Percentages refer to the estimated number (length, areas) of streams in the correpsonding interest categories (see Section 2.4.5).
 two estimates are discussed further in the context
 of the chemical distributions in Chapter 5.

 2.4.8  Special Interest Reaches
 In addition to the reaches in the probability sample,
 seven  "special  interest"  sites  also were visited
 during the survey.  Four of these sites were being
 monitored for episodic pH depressions in conjunction
 with another NAPAP Task Group  E project (Olem,
 1984), and two sites represented long-term mon-
 itoring sites on control  watersheds at the Coweeta
 Hydrologic Laboratory (gauges 8 and 36). Although
 the data gathered at these sites were  not analyzed
 as  part of the probability sample, they ultimately will
 serve as part of the  data needed to establish the
 representativeness of these sites with respect to the
 Southern Blue Ridge target population. Locations of
 the special interest sites, along with their corres-
 ponding site codes, also are shown in Figure 2-4.
                    2.5 Third Stage of Sampling
                    The sampling  design establishes the physical and
                    chemical measurements that are  made on  each.
                    second stage  reach, and when and where to take
                    them in order  to best characterize the reach. These
                    decisions were based on the expected temporal and
                    spatial  variability  in  the chemical concentrations
                    within each reach and on the potential utility of the
                    field information relative to the project objectives to:

                      1.  Estimate  the current population distribution of
                         streams at risk (e.g., having  low pH or  high
                         concentrations of toxic aluminum species at
                         times  when sensitive  life stages of fish are
                         present).

                      2.  Estimate the population distribution of streams
                         potentially at risk in the future (e.g., having low
                         ANC during periods when sensitive biota are
                         present).
                         18

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 3.  Classify reaches into representative "types"for
     future intensive studies.
The first two objectives require that measurements
be  taken during geochemically and ecologically
relevant periods of time, i.e., during seasons of low
pH, highest relative proportion of "recent" hydrologic
inputs to the system, and presence of sensitive biota.
From  a  population estimation standpoint, it also
would  be desirable  to  minimize within-stream
sampling variance  in  order to  reduce the  error
bounds on the population estimates.
               variables are to be measured, where on a reach,
               and how frequently. The first issue relates to the
               ecological and geochemical objectives of interest,
               including ecological effects, mechanisms of acid
               deposition  processing within  watersheds, and
               geochemical classification. The spatial  issue relates
               to the spatial variability known or expected to occur
               within the sampling unit (the reach). The final issue
               is a function of the expected temporal variance  of
               the chemical variables at a site, and the desired
               precision or robustness of the population descrip-
               tions and classification. These  issues are addressed
               in the following sections.
The last objective requires that a balance be struck
between  measuring chemistry at  a  time when
within-stream  variation  is  minimized  and when
between-stream variability is maximized, in order to
provide classes that are both distinct and robust. Any
such  classification  should separate streams into
categories  that   ultimately  represent  the  most
important ecological and  geochemical  types  with
respect to the first two objectives. Ideally, a sampling.
design would simultaneously meet all three of these
objectives; in reality, it probably cannot.

In addition  to  specifying the  sampling  season or
seasons,  it  also  is necessary  to specify which
               2.5.1   Variables Measured
               Data quality objective #3  (Section 2.2.3) specifies
               that sufficient  variables be measured so that  one
               can determine: (1) the chemical and physical quality
               of the streams with respect to fish habitat;  and (2)
               the geochemical nature of the waters with respect
               to past  and future susceptibility to acid deposition.
               It was  not  cost effective  to  measure all possible
               variables on a  large number of streams, but it was
               necessary to measure the critical ones. Table  2-3
               lists the  measurements  made  on  second stage
               sample  reaches, except for the geographic variables
               noted above.
Table 2-3.    Variables Measured During the NSS Phase I-Pilot Survey
    Site Data
In situ Measurements
  Laboratory Measurements
gage height (stage)
stream width
stream depth
land use
bank vegetation
stream substrate
cloud cover
weather conditions
pH (open head space)"
pH (closed head space)"
temperature
specific conductance
dissolved oxygen
pH (closed head space)"*"
pH (equilibrated, 300 ppm CO2)
DIG"
DOC
true color8
turbidity8
conductivity
ANC
BNC
Aluminum (total)
Aluminum (MIBK extractable)"
Aluminum (non-exchangeable)"
suspended solids
calcium
magnesium
potassium
sodium
nitrate
sulfate
chloride
fluoride
silica
ammonium ion
iron      ^
manganese
total phosphorus
"In open headspace pH determinations, samples were exposed to the atmosphere during collection and measurement; in closed
 headspace determinations they were not. See Section 3.3.2 for more detailed information.
"Samples prepared at field lab, then measured at analytical lab.
                                                                           19

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The  site information  recorded at each sampling
location was primarily meant to assist in the initial
interpretation of physical/chemical data from each
site, and to aid in locating the site in future studies.
This site information ("Site Data" in Table 2-3) was
not quality-assured and, although it is recorded in
an  NSS data file,  it should not be used  to draw
quantitative inferences about the other chemical or
physical data. For example, it would be inappropriate
to regress turbidity or temperature against substrate
type or stream bank vegetation, even  though
reasonable relationships may  exist.  It would  be
useful, however, if a site with high turbidity could
be determined to be bordered by unvegetated stream
banks, to have a silty bottom, or to have experienced
a rainy period prior to sampling.
The physical and chemical variables may have many
interpretations, depending on the way in which they
are used. Some variables are of primary interest with
respect to the  immediate NSS objectives (e.g., pH
and ANC).  Other variables  are  important in inter-
preting the primary variable data (e.g., DOC, color,
and  fluoride  are useful  in understanding  the
speciation  of aluminum). Other  variables such as
nitrate, sulfate, and DOC are needed to describe the
ionic composition of waters, and some may be useful
indicators of  non-atmospheric pollution (e.g.,
chloride,  total phosphorus,  and ammonium-
nitrogen). Finally, some variables may provide clues
to the  geochemical processes  controlling water
chemistry in a region, and also may be useful in
classification of stream reaches for further study
(e.g.,  silica, sodium,  potassium,  or calcium). Com-
plete  chemical  analysis for all major ions is  needed
for conducting  verification checks on the accuracy
of chemical analyses on  the basis of cation/anion
balances and conductivity checks (see Chapter 4).
Brief  descriptions of the chemical variables mea-
sured during the Phase l-Pilot Survey are presented
below:

  1.  pH: The pH of a stream is a direct indication
     of free  hydrogen ion activity. The pH is  an
     important geochemical constituent and affects
     toxicity through its effects on fish physiology
     and  the  speciation of toxic metals such  as
     aluminum.

  2.  Base Neutralizing Capacity (BNC): The BNC is
     a measure of acids  in  water  including both
     terrestrial  and atmospheric mineral  acids,
     carbon dioxide, and  organic acids associated
     with decomposition of plants and detritus. This
     term is  used interchangeably  with  acidity
     throughout this report.
 3.   Acid  Neutralizing  Capacity  (ANC): ANC  is a
     measure of all bases and is an indication of
     buffering capacity. Alkalinity is a more approp-
     riate term if the ANC is primarily controlled by
     the inorganic carbonate system. Alkalinity is
     used synonymously with ANC throughout this
     report.

 4.   Specific Conductance:  The  specific conduc-
     tance of stream water is a measure of  the
     resistance of the water to electrical current.
     Because resistance to electron flow is inversely
     proportional  to the concentration  of ions in
     solution, specific conductance can be used to
     check the overall accuracy of ion analyses.

 5.   True Color: True color is a potential  indicator
     of naturally occurring organic protolytes and
     DOC. Substances that impart color may also
     be  important natural chelators of aluminum
     and other metals.

 6.   Dissolved Inorganic Carbon (DIC): In carbonate
     systems, a measure of  DIC  (and either pH or
     ANC) can be used  to describe the equilibrium
     distribution of carbonate solutes, and deter-
     mine  whether the solution  is saturated with
     respect to atmospheric COa.

 7.   Dissolved Organic Carbon (DOC): DOC is an
     important source of energy for stream metab-
     olism,  but also provides an  indication of  the
     presence  of  natural organic acids which can
     influence  pH. DOC is also a natural chelator
     of aluminum and other trace metals.

 8.   Dissolved ions (Na+, K+, Ca2+, Mg2+, Fe3+, Mn2+,
     NH4+, F", Cl~, S042~, and NOs ): These constit-
     uents  are measured in order  to  chemically
     characterize streams  and  calculate  ion
     balances.

 9.   Total  Extractable Aluminum: Total extractable
     aluminum is an estimate of dissolved alum-
    inum and  includes most mononuclear alum-
     inum species. Aluminum is considered to be
     highly toxic,  especially to fish.  It was further
     fractionated  into  operationally-defined inor-
     ganic and less-toxic organic  monomeric forms
     based on affinity for a cation exchange resin.

10.   Total Aluminum: Total aluminum is associated
     with  the  weathering  rate  of soils in a
     watershed, and is often associated with high
     flow in  streams.

11.   Dissolved  Silica (Si02):  Dissolved silica is a
     potentially important  factor in identifying
     mineral weathering reactions and source
     materials in poorly buffered streams.
                       20

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12.  Total  Phosphorus:  This is an indicator  of
     potentially  available nutrients for periphyton
     productivity  and  may provide a  check  on
     unobserved pollutant sources.

13.  Turbidity: Turbidity is a measure of suspended
     material present in water at low concentrations
     and is often  a useful indicator of increased
     discharge.

14.  Total  Non-Filterable Residue (Suspended
     Solids): This parameter is a useful estimate of
     the amount of paniculate material entering the
     stream and potentially capable of interacting
     with chemical species in the water. It also is
     often a useful indicator  of episodes resulting
     from storms or snowmelt.

Those variables in Table 2-3 that are least stable
in a sample following collection due to temperature
changes or gas exchange,  and for which portable
instrumentation was available, were measured in
situ or at streamside. A second set of variables that
are less labile  and/or  for  which  portable field
instrumentation was  inadequate  (e.g.,  aluminum
fractionation) or for which apparatus was unavail-
able (e.g., dissolved inorganic carbon) are indicated
in Table 2-3. These variables were measured within
12 hours of sample collection at a specially equipped
mobile analytical  laboratory  that  was centrally-
located in the  study  area (Sylva,  North Carolina).
Suspended solids were measured at a local contract
laboratory. The remaining variables were stabilized
(if necessary) and  samples were sent to a central
contract  analytical  laboratory  (New York State
Department  of Health, Albany) for analysis.  The
specific analytical procedures for these variables are
summarized in Table  2-4.  Sample  collection  and
handling protocols are described in Chapter 3.
2.5.2   Sampling Season
In order to  determine  the  optimum seasonal
sampling window, a literature search was followed
by meetings with hydrologists,  biogeochemists, and
fishery experts in  the study area. Although many
of the  data discussed at these meetings were still
being  prepared for publication,  the  following
Table 2-4.   Chemical Variables and Corresponding Measurement Methods for the National Stream Survey

                          Parameter                                   Method"
                 1. Acidity (BNC)
                 2. Alkalinity (ANC)
                 3. Aluminum, total
                 4. Aluminum, extractable

                 5. Aluminum, non-exchangeable
                 6. Ammonium, dissolved
                 7. Calcium, dissolved
                 8. Chloride, dissolved
                 9. Fluoride, dissolved-tola I

                10. Inorganic carbon, dissolved (DIG)
                11. Iron, dissolved
                12. Magnesium, dissolved
                13. Manganese, dissolved

                14. Nitrate, dissolved
                15. Organic carbon, dissolved (DOC)
                16. pH
                17. Potassium, dissolved

                18. Silica, dissolved
                19. Sodium, dissolved
                20. Sulfate, dissolved
                21. Specific conductance

                22. Phosphorus, total
 Titration with Gran plot
 Titration with Gran plot
 EPAJVIethod 202.2—AAS (furnace)
 Extraction with  8-hydroxyquinolme  into
 MIBK followed by AAS (furnace)
 Cation exchange, followed by extraction with
 8-hydroxyquinoline into MIBK followed by
 AAS (furnace)

 EPA Method 350.1
 EPA Method 215.1—AAS (flame)
 Ion chromatography
 Ion selective electrode

 Instrumental (Similar to DOC)
 EPA Method 236.1—AAS (furnace)
 EPA Method 242.1—AAS (flame)
 EPA Method 243 1—AAS (flame)

 Ion chromatography
 EPA Method 415.2
 pH electrode and meter
 EPA Method 258.1—AAS (flame)

 USGS Method I-2700-78
 EPA Method 273-1—AAS (flame)
 Ion chromatography
 EPA Method 120.1

 USGS Method I-4600-78 or Modified
 USGS Method
"AAS methods are taken from U.S. EPA (1983). Laboratories that have ICP instrumentation may use EPA Method 200.7, reproduced
 in Appendix A of Hillman et al. (1986a) for determining Ca, Fe, Mg, and Mn, providing they can demonstrate the specified detection
 limits. If the ICP instrumentation is not able to meet the required detection limits, it may still be used to analyze samples which
 contain the analytes at concentrations greater than 10 times the ICP detection limit. Other samples must be analyzed by furnace
 or flame AAS.
                                                                             21

-------
generalizations  were based  on quantitative  data
when available, and on expert opinion where data
were lacking:

 1.  Alkalinity and pH are typically low during March
     15-May 15 of normal years in the region.

 2.  Low pH episodes may also occur in the fall or
     winter in streams which also experience such
     episodes  in the spring.  However,  the  fall
     episodes do not appear to be "worse" than
     those occurring in the  spring, and  some
     streams with low  spring pH may not exhibit
     such conditions in the fall.

 3.  Chemistry may be highly variable (e.g., from
     hours to days) during the spring in streams in
     the area.  Temporal variability during  other
     times of  the year is  usually (although  not
     always) lower.


 4.  Studies have indicated that all  life stages of
    fish are not equally susceptible to acidity and
    other chemical parameters that accompany low
    pH episodes in surface waters.  Some of these
    studies  involved observations of acidic lakes
    and streams in which  viable eggs were found
    together with older age classes of fish that
    appeared to be spawning successfully, but in
    which young age  classes were absent  (e.g,
     Beamish et al., 1975; Muniz and Leivestad,
     1980; Kelso and Gunn, 1982; Gunn and Keller,
     1984; Sharpe et al., 1984). Such a population
    structure suggests more pronounced effects of
    acidity on larval fish than  on egg hatching or
     adult survival. These field observations are in
     agreement with laboratory bioassays that also
     indicate increased  sensitivity of fry to low pH
     conditions (Schofield, 1976; Haines, 1981). Fry
     of the  most  important  sport  fisheries  are
     present in the study area during the March 15-
     May  15 period. Fry  of some  trout  (Salmo)
     populations may also be present at other times
     of the year.

 5.  Physical access to most sites during spring was
     not expected to present significant problems.
     Winter  access is difficult in places because of
     seasonal closure of unimproved roads and icy
     conditions  on  intermediate  roads  and
     highways.

Based on  the above considerations, two sampling
periods were chosen for the Phase l-Pilot Survey:
March 17-May 30 (during  which 3 samples were
collected from each reach at three-week intervals)
and July 1-July  17  (during which each reach was
sampled once). No attempt was made to either target
or avoid sampling during rainstorm events.  The first
sampling period coincided with periods of highest
biogeochemical interest (i.e., low seasonal pH and
the presence of sensitive fry), but in which temporal
variability was potentially high enough to make
robust population descriptions and reach classifica-
tion impossible. The  second sampling period was
investigated to determine whether the presumably
more stable summer "baseflow" chemistry could be
used to provide an "index" of the spring conditions.
2.5.3   Sampling Locations on Each Reach
Alternative locations for sampling on any particular
reach included  the upstream node, centroid,  and
downstream  nodes.  The downstream  node was
selected in order to provide not only an index of the
chemistry over the entire reach, but  also  an
integrated index of water draining the watersheds
above the reach (a-i + aa). While the latter concept
is fundamental  to most watershed studies, it was
anticipated that representing the chemistry of the
entire reach by the chemistry at the downstream
node would  overestimate  pH and ANC.  It was
subsequently decided that the upstream node of each
reach could  be added to the sampling  itinerary
without jeopardizing  the primary design, and  21
upstream  sites  were  added to the itinerary during
the  final  spring sample.  The chemistry of  all
probability sample  reaches  was measured at both
upstream and downstream nodes during the summer
sampling period. Special interest sites were sampled
at the  locations  specified  by the  permanent
investigators.


2.6  The Watershed Alternative to the
Reach Frame
Almost  everyone associated with the NSS was at
one  time  attracted to the  idea of  employing
watersheds, rather than reaches, as the statistical
sampling  unit.  This  proclivity  no doubt arose in
response to the proven utility of watersheds as units
with convenient external boundaries for constructing
mass balances  useful in biogeochemical process
research.  The ordering of stream  networks within
watersheds also is useful in studying  "continuum
processes" with a strong hierarchical gradient. As
sampling units of a large target population, however,
watersheds offer some critical drawbacks, given the
NSS primary objectives.

The principal problems with the watershed approach
have to do with  maintaining  a  large number of
sampling units for making population estimates, and
the amount of data needed to  describe the extent
of chemical conditions within a sampling unit.  The
chemistry  of a reach can be approximated by
measurements taken at two nodes. The chemistry
of the simplest topological network (three reaches)
                       22

-------
requires measurements at four nodes, resulting in
a three-row matrix of chemical variable scalars to
specify the water chemistry. Under an equal effort
sampling constraint,  this reduces the sample size
from 50 to 25  units, while greatly increasing  the
complexity of each unit for classification purposes.
Increasing the network to Shreve order 3 (5 reaches)
requires 6 measurements thus reducing n to 16.

This problem is further exacerbated by the fact that
areas  do  not  partition  uniquely  into  small
watersheds. If all watersheds smaller than 60  mi2
are included,  a region is  partitioned  into  many
different orders of watersheds, some large mainstem
sideslopes, and sideslopes of adjacent areas. Small
watersheds draining into large mainstems will have
different chemical patterns than their equal ordered
counterparts  draining into  intermediate-ordered
streams at higher elevations.  There is no "typical"
order 3 (or any other) watershed  in an area. These
characteristics  have  rendered  artificial,  if  not
completely unworkable or  inappropriate,  any
watershed-based sampling designs  thus  far
considered.

In fact, the reach-based sampling plan can be used
to construct "artificial" watersheds, based on  the
reach orders sampled in each subregion. Population
estimates  can be made for "headwater" reaches,
second order reaches, (e.g., Table 2-3) and  so  on,
provided enough reaches have been sampled in that
category to provide meaningful estimates. Of course,
these estimates are  valid for all reaches of order
R, regardless of where they occur, but they cannot
be used to estimate  the chemical pattern in any
particular watershed.  Nonetheless, the reach-based
sampling design appeared to be the best way of
meeting all of the NSS primary Phase I objectives.
                                                                       23

-------
                                     3.  Field Operations
3.1   Introduction
Several activities were performed before and during
NSS Phase i-Pilot Survey field work to assure that
samples were collected, processed, and analyzed in
a consistent, safe, and timely manner. Protocols for
collecting samples and making in situ or streamside
measurements were developed  prior to field
sampling and were documented in a field operations
manual  (unpublished).Equipment and supplies for
field sampling teams and the field laboratory were
procured and evaluated, and the necessary person-
nel were hired and trained. Potential field  station
sites were visited and evaluated,  and a reconnais-
sance program was  established  for  acquiring
pertinent access information on each stream reach
selected for sampling. Safety protocols for sampling
sites in rugged, unfamiliar terrain were developed.
Protocols  were  occasionally  modified during  the
course of field operations, and alternative method-
ologies and equipment were evaluated. In all cases,
appropriate QA/QC  protocols  were  developed for
each procedure.

Field  sampling  and iaboratory  operations were
conducted between March 1 and July 16,1985. Over
the course of the study, 339 routine samples were
collected from 61 stream reaches (Table 3-1) and
a total of 724  samples were analyzed during  the
project.  A detailed description of the field opera-
tions,including planning and preparation, reconnais-
sance, field sampling, and field laboratory activities
can be found in Knapp et  at. (1987). These activities
are briefly summarized in the following sections.
3.2  Preparation for Fieid Operations

3.2.1  Protocol Development
While most analytical  protocols for the field and
contract analytical laboratories were adopted from
the Eastern Lake Survey (ELS) component of  the
NSWS, much  of the collection and measurement
apparatus used in the ELS was unsuitable for  use
in streams, primarily because of large  size and
limited portability.  Consequently,  new field equip-
ment was procured and tested, and protocols were
written  for the new procedures. In addition,  a
protocol was developed for fractionation of the total
extractable aluminum (monomeric) aliquot in  the
field laboratory. This protocol was  based on  the
methodology of Driscoll (1984), and involved passing
filtered samples through a cation exchange column
prior to complexing the nonexchangeable fraction
with 8-hydroxyquinoline and extracting into methyl
isobutyl ketone (MIBK). A protocol for measuring
conductivity  in the field  laboratory  also was
developed late in the  Survey.

3.2.2  Training Programs
Training  programs for field sampling  and field
laboratory personnel  were conducted in Las  Vegas
over a five-day period before field  work was begun.
The field training program was designed to  famil-
iarize personnel with the objectives and research
design of the NSS, sampling and analytical protocols,
site reconnaissance, equipment  troubleshooting,
and field safety. Additional training,  conducted in
the field, included basic stream hydrology and  site
Tabie 3-1.    Summary of Routine Samples Collected During the NSS Phase (-Pilot Survey
Sampling
Interval
SPO"
SP1
SP2
SP3
SU
Dates
3/17
3/20
4/03
4/17
6/30
-3/19
-4/02
-4/16
-4/30
-7/16
Upstream
0
0
0
23
54
Downstream
18
54
54
54
54
Special
Interest
Reaches
0
7
7
7
7
"These samples represent a three-day training run; they are included in the data base but were not used for population estimates.

                                               24

-------
coordination  responsibilities.  Field  laboratory
personnel underwent a five-day training course that
covered all aspects of field laboratory operations,
safety, and quality assurance.
3.2.3  Field Station Site Selection and
Reconnaissance
Potential sites from which to conduct Phase l-Pilot
Survey field operations were visited in early 1985
and evaluated on  their ability to support  field
sampling and field laboratory operations. The field
laboratory  was eventually located at Southwest
Technical College in Sylva, North Carolina  (Figure
2-2). This location also  served as  a base for field
sampling activities. Field station personnel and a
local  communications center were  housed  m
Cullowhee, North Carolina, approximately five miles
from the field laboratory.

After stream reaches had been identified on USGS
1:24,000-scale topographic maps, it was necessary
to assemble access information for each sampling-
site. This  was accomplished through  telephone
contact with "local cooperators" who were familiar
with areas where reaches were located, and included
personnel from federal, state  and  local agencies.
Information on ease of access,  driving  or hiking
times,  and names of landowners to  be contacted for
access permission  were obtained from the cooper-
ators, and dossiers were compiled for each sampling
site. Each  dossier  contained maps, telephone
numbers of local cooperators, landowners, emer-
gency contacts, and information on travel routes and
site access. The  dossiers  were updated as  new
information was gathered in the field.

Each site was visited by field sampling  personnel
before  sampling commenced. This field reconnais-
sance visit served to verify access'information and
to obtain access permission if necessary. Descriptive
information on site characteristics in the immediate
area was recorded on a standardized  field form (Form
7, Figure 3-1), and the area was photographed to
aid in  describing the  site  and  locating it on
subsequent  visits.  A hydrologic  staff  gauge  was
installed and an initial reading was taken at each
site; the cross-sectional area at the  gauge was also
measured.


3.3  Field Operations

3.3.1   Field Station Operations
The Phase  l-Pilot  Survey was  conducted in 1985
during  two  separate periods:  a spring sampling
period (March 17-April 30), and a summer sampling
period (June 30-July 16). The field station in Sylva,
North  Carolina, was staffed by 11  people:  a site
coordinator, six field samplers, a  laboratory  super-
visor, and three analysts. The site coordinator was
responsible  for the overall operation of the  field
station (Figure  3-2).  Duties included  devising
sampling itineraries, organizing each day's samples
into a batch  for processing,  shipping  preserved
samples to the contract analytical laboratory, and
shipping data forms to the data management center
at Oak Ridge  National  Laboratory (ORNL) and the
QA  support group  at the EPA  Environmental
Monitoring Systems Laboratory at Las Vegas (EMSL-
LV). The site coordinator also filed a daily operations
report with the NSS communications center in Las
3.3.2  Field Sampling Operations
Samples were  collected  and field measurements
were made by two-person  teams who accessed
stream  sites by four-wheel drive vehicle, hiking,
boating, or horseback. Each  team was responsible
for sampling 20-21 stream reaches during each two-
week sampling interval, and visited one to three sites
on  each working day. The activities conducted at
each site are summarized in Figure 3-3.

Water  samples (termed  "routine" samples)  were
collected  from each  stream by pumping water
through 1/4-ineh surgical grade Tygon tubing held
in the  center of the stream cross-section  using a
6-foot sampling boom. Samples were pumped  using
portable  peristaltic pumps driven by gel/cell
batteries,  each sample representing an integrated
10-minute sample of the streamflow. Samples were
pumped into containers that had been aeidrwashed,
rinsed, and quality-assured by the supplier. A bulk
sample was collected into a four-liter  Cubitainer.
Three 60 ml polypropylene syringes equipped with
gastight valves were filled in such a way that  the
samples were not exposed to the atmosphere.  An
aliquot  for total  suspended  solids analysis was
collected into a 500-ml amber high-density polyeth-
ylene wide-mouth bottle. Each container was rinsed
three times with sample  water prior to  filling with
the  routine sample, and new Tygon tubing was used
at each site.

Water  samples were transported from  streamside
in portable soft coolers containing chemical refrig-
erant packs. Cooler temperatures were checked
periodically  and found to be approximately 4°C.
When field crews arrived at a vehicle, samples were
transferred to rigid insulated containers containing
chemical refrigerant packs. Samples were held in
these containers  at approximately 4°C until they
arrived at the field laboratory,  usually within  10
hours of collection.

Two types of  quality assurance  samples  were
collected each  day. Each team  collected a  "field
                                                                       25

-------
Figure 3-1.    NSS Data Form 7: Watershed Characteristics.
        NATIONAL SURFACE WATER SURVEY
           WATERSHED CHARACTERISTICS
                         FORM?
    D  D M  M M  Y
DATE
             COUNTY
                        STATE
                                    STREAM ID
                                                   STREAM NAME
        LATITUDE' i	i i	1°.	i >_. <_i <_J' LONGITUDE.,
                                                         ELEVATION:
PHOTOGRAPHS
FRAME ID AZIMUTH
i_, , 	 i (^} LAP CARD
i_J v__i Q_)
— — o
1 — 1 1— I 1 — 1°
1250.000 MAP NAME
1:24.000 MAP NAME

VISUAL ESTIMATES:
STRFAM WIDTH' ,
QTpc&M DFPTH

GAGE HEIGHT. u_» i_
units ^-


-j.»_i ft O
                              WATERSHED ACTIVITIES/DISTURBANCES
                                     (Check all that apply)
              units
D Roadways D Paved
O Bridged
D Unpaved
O Culvert
O Dwellings- O Single unit(s) O Multiple unit(s)
O Agriculture. O Cropland
O Fenced
O Industry. Specify Type
O Logging-
O Mining. Specify Type:
O Quarries
O Beaver dams: O Above Site
O Livestock-. D Cattle
O Horses
Cl Other-

O Pasture
O Unfenced






O Below Site
O Sheep
P r>h»r


BANK VEGETATION WITHIN 100 METERS OF
STREAM BED (Check all that apply)
Type Absent Sparse Moderate Heavy
Deciduous Trees: O
Coniferous Trees1 O
Shrubs O
Wetland Areas. D
Grasses- O
Rocky/Bare: O
COMMENTS D. SEE REVtHSt


ODD
0 O O
ODD
ODD
ODD
ODD
SIDE


O Grade Distance from Stream: 	

Distance from Stream-

DistanrB from Stream-

Distance from Stream:

Distance from Stream-

Distance from Stream -

Distance frQro Strearp- _. 	

Distance from Stream:

Instance f'om St'eanrv 	 ., ...


Distance from Stream*

STREAM SUBSTRATE
(Check all that apply)
Type Absent Sparse N
Boulders: O O •
Cobble: O O
Gravel: O D
Sand: O O
Silt: D O
Autwuchs-. O O
DATA QUALIFIERS
f)?) = Other*

	 o





c\
w
n
w
o
w
n
\**>
o

o
\_x

o



oderate Heavy
0 O
D D
O D
O 0
O D
D 0



FIELD CREW DATA
r.HFW in
SAMPL FH 1
RAMPI fay
r~.nfr-.iffn HV
                    26

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Figure 3-2.   Daily field station activities in the Phase I-Pilot Survey.
               Instrument Calibrations
              and Quality Control Checks
             Pack Equipment and Supplies
                 Sampling Teams
                     Depart
                  Sample Collection
                 Field Measurements
                            Coordinator Files Daily Report
                         with Las Vegas Communications Center
                                                            Requests Audit Samples for Next Day
                 Sampling Teams Return
                    to Field Station
                                                                            Audit Samples Shipped
                                                        Field Laboratory
                                                      Preparatory Activities
                             Samples and Data Forms
                                 Transferred to
                                Field Laboratory
                        Field Crews
           Next Day
   1
                                  Receive Audit Samples
                                    at Field Laboratory
                                                       Samples Organized
                                                     into Batch for Processing
                                    Daily
                                  Debriefing
Schedule
Next Day's
Activities
                                     1
                                                                 Samples Analyzed
                                                                   and Aliquoted
                                                                           Next Day
                                                                 Aliquots Shipped
                                                               to Contract Laboratory
blank" sample at the first site visited. Reagent grade
deionized water (meeting ASTM Type I specifica-
tions), prepared daily with  a Millipore  Milli-RO/
Super Q System  in  the  mobile  laboratory, was
pumped from the four-liter Cubitainers carried to the
site into clean sample containers. One team chosen
at random  also filled  a second  set  of sample
containers (Cubitainer, syringes, and 500 ml bottle)
with stream water from the pump immediately after
the routine sample had been collected. This second
sample was labeled as a "field duplicate" sample.
                  One of the most critical in situ measurements was
                  pH. At the beginning of the study, there was concern
                  that  C02 present  under  highly  supersaturated
                  conditions in streamwater would de-gas rapidly from
                  water samples held in open  containers during the
                  measurement, thus preventing a stable pH reading.
                  In order  to determine whether de-gassing might
                  present a problem, two measurements of pH were
                  conducted at streamside on  different aliquots  of
                  sample. One measurement was made on an aliquot
                  collected  in a beaker. This aliquot  was exposed  to
                                                                           27

-------
Figure  3-3.    Daily activities of the field sampling teams during the Phase I-Pilot Survey.
                                                   Assemble Equipment
                                                      and Supplies

                                                      Calibrate and
                                                    Check Instruments
                                                     Load Vehicles
                                                     Travel to Site
                         Conduct pH
                        Measurements

                         Open-System

                        Closed-System
                                     No
                                                                               Read Staff Gauge
                                                                            Record Site Observations
                                                    Conduct In Situ
                                                   Measurements of
                                                   Dissolved Oxygen
                                                   and Conductivity
                          Set Up Pump and
                          Sample Collection
                             Equipment
                               Collect
                             Field Blank
                             (if required)
                           Duplicate
                         Measurements
                           Required?
                                                                                                       Yes
                                                    Final Instrument
                                                     Checks at Site
                                                         I
                                               Pack Samples and Equipment
                                                    Return to Vehicle
            Transfer Samples
          and Field Data Forms
            to Field Laboratory
                                                                              No
                                                                Yes
    Return
to Field Station
                            28

-------
the atmosphere during collection and measurement,
and was operationally defined  as an  open-system
measurement. The second measurement was made
on a sample collected in a 60 ml syringe and a flow-
through sample chamber (described  in Hillman et
al., 1985). This  arrangement  allowed  pH to  be
determined on aliquots that were not exposed to the
atmosphere during  collection  and  measurement.
This was operationally defined  as a closed-system
measurement.

In both  cases, pH was measured using  a portable
Beckman  pHI-21  meter (automatic  temperature
compensated)  equipped  with a  Ross combination
electrode  (Orion  models 81-52 or  81-04). Field
instruments were  calibrated each day before use at
the field station using commercially available high
ionic strength  buffer solutions (pH 7.00  and 4.00).
A pH  4.00 (10~4  N  H2S04) Quality Control Check
Sample  (QCCS) was used to check the calibration
of the meter  at each stream site.  The meter was
recalibrated if it failed to  read between pH 3.90 and
4.10. At any site where a field duplicate sample was
collected,  duplicate  open and closed pH  measure-
ments were made on a second sample collected from
the stream (beaker  or syringe). Protocols for  both
pH  measurements are  described in Knapp et  al.
(1987).

Specific conductance was measured using a  YSI
Model 33 meter.  A  10~3 N KCI solution (specific
conductance = 147 //S cm'1 at 25°C) was used to
check the factory  calibration of the meters prior to
each day's sampling. The calibration was checked
at each stream site using a 10~4 N  KCI solution
(specific conductance = 74 //S cm"1 at 25°C)  as a
QCCS. Failure to meet acceptable values for these
checks (64-84 /uS cm"1) required recalibration of the
meter. Following the QCCS, the probe was attached
to the sampling boom and immersed into the stream
in an  area of flowing water. Measurements were
taken at a depth of approximately 10 cm (mid-depth
if the  site depth was <  10 cm). Conductance and
water temperature were recorded when the conduc-
tance reading changed less than 5 jjS cm"1 over a
1 -minute period. A check was made using the QCCS
after each in situ measurement.

Dissolved  oxygen  (DO) was  measured  using  YSI
Model 54 or 57 meters. The calibration was checked
at the field station at the  beginning and end of each
day with a QCCS  of water, saturated with bubbled
air. Acceptable values of these checks were within
± 0.5 mg  02/l of the calibration value. The meters
were  calibrated  at each  site using a  chamber
fabricated from a  metal tube and rubber stoppers,
containing water-saturated air.  The DO.probe was
inserted into  the  chamber and the chamber was
submerged in the stream for  15-20 minutes to
provide a  water-saturated atmosphere within the
chamber.  The meter was calibrated  at each  site
based on the theoretical partial pressure of oxygen
at ambient  temperature and elevation. After
calibration, the probe was  removed from  the
chamber,  attached to the sampling  boom,  and
immersed into an area  of flowing water to a depth
of approximately 10 cm. Dissolved oxygen concen-
tration and water temperature were recorded when
the oxygen reading changed less than 0.5 mg L"1
over a 1-minute period.

Additional measurements and observations recorded
for each  site  included water  stage,  weather
conditions, and any problems associated with sample
collection  or measurements. All data and observa-
tions  were  recorded  in  logbooks  at  streamside.
Observations and final measurement values were
later transcribed to a standardized  field data form
(Form 4, Figure 3-4). Failure to meet QC checks for
any measurement was noted on the field form. Any
changes in local watershed characteristics since the
previous visit were recorded,  and the site  dossier
was updated. A complete list of equipment  and
supplies used by the  field teams is presented in
Knapp etal. (1987).
3.3.3  Field Laboratory Operations
A field laboratory was used for the Phase  l-Pilot
Survey in order to meet the 12-hour holding time
requirement for  preliminary  analyses and  the
preservation/aliquoting steps. This  field laboratory
was housed in a trailer originally designed for the
ELS and provided a "clean" environment for
analyses and preparation of aliquots for analysis of
chemical  variables critical  to the NSWS.  Field
laboratory analyses included pH, DIG,  specific
conductance, true color, turbidity,  and aluminum
fractionation. The specifications for this laboratory
are  described  in  Morris et  al. (1986). The  daily
activities at the field laboratory are  summarized in
Figure 3-5.

The site coordinator received audit samples from an
independent laboratory (Drouse et  al., 1986)  and
streamwater samples  from the field crews daily.
Each sample was assigned an  ID number, and all
samples received and processed at the  field
laboratory on a given day constituted a field batch,
which  also  was given a  unique ID number. All
containers associated with a given stream or audit
sample were labeled with the appropriate batch and
sample ID numbers. Once a batch  was organized
and labeled, the bulk  water and  syringe samples
were transferred to the laboratory supervisor for
processing and analysis. Aliquots for total suspended
solids were transferred to the environmental science
laboratory at Southwestern Technical  College for
                                                                      29

-------
Figure 3-4.    NSS Data Form 4: Stream Data.
         NATIONAL SURFACE WATER SURVEY
                       STREAM DATA
                            FORM 4
                                                        DATE

                                                        TIME
         STATE
LATITUDE
                     STREAM ID
                                     STREAM NAME
 D  D M  M  M  Y  Y




pH METER ID     i	i i	i
T/COND ID      i	11	i
DISSOLVED O ID  L_J u_
                        . u_i i—J <—>   LONGITUDE i__. i_. i—i°
                                                             SAMPLE REPLICATE
                                                             NUMBER
1 250000 MAP NAME


1 24,000 MAP NAME


CLOUD COVER k_i i — i i — i %
RAIN Dmfv D NO D UGHT D HEAVY
GAGE HEIGHT , 	 ,., 	 , , 	 •'<("")
D RISING D FALLING ^"^

DATA QUALIFIERS
(A) INSTRUMENT UNSTABLE
(§) REDONE FIRST READING NOT
ACCEPTABLE
(£) SLOW STABILIZATION
(N) DOES NOT MEET QCC
f7\ DTHPO fo.plam)


pH
Y N
METER CALIBRATION D D
QCCS = pH 4.00
QCCS INITIAL 1 — ii_J.
ROUTINE OPEN. ._,._,.
SAMPLE TEMP. . — . i — i
ROUTINE CLOSED . — 11 — ,.
DUPLICATE OPEN. i_j i_i.
SAMPLE TEMP i— < i— '

DUPLICATE CLOSED , 	 ,i_j.
QCCS FINAL v_i i__i




i— Ji— >O
^^o
- cQ
^^o
^^o
-°cO


^^o
CONDUCTIVITY y«S
Cond QCCS = 74 @ 25 • C
QCCS INITIAL. • — i , — , , — .

IN SITU' i 	 ii 	 it 	 i
STREAM TEMP.: !__,,__•.. 	 ,' C
QCCS FINAL i — •• — >•—*
DISSOLVED OXYGEN mg /


o
^^*
o
o
o
t
QCC = Theoretical — Measured
^INITIAL iHn 	 J.i 	 i

IN SITU i 	 ii 	 i.i 	 i
AFINAL- LLii 	 i.i 	 i
o


o

        COMMENTS
        D NOT SAMPLED. SEE BELOW
        REASON
                   INACCESSIBLE D NO ACCESS PERMIT D TOO SHALLOW D OTHER
                 FIELD LAB USE ONLY
         TRAILER ID
         BATCH ID _
         SAMPLE ID .
                                                  FIELD CREW DATA
                                  CREW ID 	
                                  SAMPLER 1  _
                                  SAMPLER 2  _
                                  CHECKED BY .
       FORM DISTRIBUTION
       WHITE COPY — ORNL
       PINK COPY - EMSL-LV
       YELLOW COPY — FIELD
                       30

-------
 Figure 3-5.   Daily activities at the field laboratory during the Phase I-Pilot Survey.
                   Field Sites —	—	• - •
                         Quality Assurance Samples
         Audit Sample Preparation Laboratory  -*
Routine
Samples
Syringes
4-L Container
500-mL Bottle


Field Blank
(deionized water)
4-L Container
500-mL Bottle



Transp
. Fiolri 1 a
at

orted to
boratory
4°C

Field Duplicate
Syringes
4-L Container
500-ml


. Bottle

                                                                     Audit Samples
                                                                   Field     Laboratory
                                                                2-L Container
                           Eight
                         Preserved
                         Aliquots
                                           - Field Laboratory - •
                                                                      Shipped to
                                                                    Field Laboratory
                                                                        at4°C

Transl
Southwes
College f<
erred to ^_^_2i*i
t Technical
>r Analysis
..,, t , '
Total
Suspended
Solids
~jL
Data Transcribed
to Data Form


-mL Bottles
Syringes

, 	 ^ s«


dissolved Closed-Systen
norganic PH Measureme
Carbon •—— .
I
Next Day
1
1
* t
imples Organized
into Batch
t
i Turbidity
m Measureme


Data Transcribed
to Data Form


                                                                       4-L Containers
                                                                         True Color
                                                                        Measurement
                                     Aliquot
                                    Preparation
                                                                                    Filtration
                                                                                    Preservation
                                                                                    Aluminum Extractions
                                                                                       Hold at 4°C
                                Send Copies to
                           Data Management Center and
                           Quality Assurance Personnel
                               Next Day
                                                                                Prepare Shipping Form(s)
                                                                                   Ship Aliquots for
                                                                                  Contract Laboratory
analysis. Details of the field laboratory analytical and
sample  processing  protocols are  presented  in
Hillman et al. (1985).

One syringe sample from  each  stream  or  audit
sample was allowed to reach ambient temperature
for pH determination.  All  other  containers  were
stored at approximately 4°C until analysis  or
processing. The laboratory supervisor conducted the
DIG and  pH determinations. One  analyst prepared
fractions for subsequent analysis of total extractable
and  non-exchangeable aluminum,  and the  other
analyst prepared the other  six aliquots  from each
bulk water or audit sample  indicated in  Table 3-2.
All aliquoting was conducted in a laminar flow hood
to avoid contamination.  The  third analyst conducted
turbidity  and true color determinations, and  pre-
served the aliquots as they were prepared by adding
concentrated acid and/or refrigerating them.
One sample in each  batch was designated as  a
"trailer duplicate" for purposes  of analyzing
duplicate precision for mobile laboratory analyses.
Two aliquots of this sample from each syringe were
analyzed for DIG and pH, respectively. Two subsam-
ples were prepared  from the  bulk  sample and
analyzed  for turbidity  and true color.  All quality
assurance protocols for these analyses and process-
ing steps are described in Drous£ et al. (1986).

After all aliquots had been prepared and preserved,
they were sealed,  bagged individually, and the data
transcribed to  a standardized form. Aliquots were
held at  approximately 4°C overnight. The following
morning,  aliquots were packed with  standardized
shipping  forms  into  insulated containers with
enough  chemical refrigerant packs  to maintain
samples at approximately 4°C during transport.
Aliquots were  shipped to  the  contract analytical
                                                                          31

-------
Table 3-2.   List of NSS Aliquots, Containers, and Preservatives*
                                               Aliquot (Container)



Preservative
and
Description
Parameters








1
(250 ml)
Filtered,
pH<2
with
HNO3
Ca(180)



Mg(180)
K(180)
Na (180)


2a
(10ml)

Filtered
MIBK-HQ
Extract
Total
Extractable
A! (7)






3a
(250 ml)


Filtered, no
Preservative
CI" (28)



F- (28)
SOf (28)
NO; (7)


4a
<125ml)
Filtered,
pH<2
with
H2S04
DOC (14)



NH< (28)




5a
(500 ml)

Unfiltered
no
Preservative
pH(14)



BNC(14)
ANC(14)
Specific
Conductance
(14)
6°
(125ml)
Filtered,
pH<2
with
H2S04
Total P
(28)







7
(125ml)
Filtered
pH<2
with
HNOa
Total Al
(180)







8a
(10ml)

Filtered
MIBK-HQ
Extract
Non-
exchangeable
extra ctable
Al(7)





            Mn(180)

            Fe(180)
Si02(28)
DIC (14)
 *Maximum permitted holding times from date of sampling are shown in days in parentheses with each variable.
 "Stored at 4°C in the dark.
laboratory via overnight courier service. Copies of
the field and field laboratory data forms were sent
to the data  management  center at ORNL  and to
quality assurance personnel at EMSL-LV. Copies of
the shipping forms  were sent to the NSS sample
management office (Viar and Company,  Alexandria,
Virginia).

3.4   Evaiuation of Equipment and
Methods
Selection of equipment  and  protocols  initially
proposed for use in the Phase l-Pilot Survey was
based on consultation with experienced researchers,
previous experience in NSWS projects, and procure-
ment constraints. The three  tasks  identified for
investigation included:  (1)  evaluation of meters for
suitability in the  field; (2) evaluations  of different
techniques; and (3)  study of the possible effects of
extending sample holding  times beyond 12 hours.
Details of the  equipment  and methods evaluation
are presented in Knapp et al. (1987).

3.4.1 Equipment Evaluation
Field meters were evaluated  on the basis of field
tests, laboratory tests,  ease of use, portability, and
overall durability. The  Beckman pHI-21 pH  meter
equipped with  an Orion Ross 81-04 pH  electrode
etched with 50% NaOH prior to use was used for
all  streamside  pH  measurements.  Enclosing the
meter in a plastic bag  and devising  a special  carry
case similar to  that used for small cameras greatly
increased the suitability of the instrument for field
use. The YSI Model 33 S-C-T meter, although not
temperature compensating, was used  for making
                field conductivity measurements. YSI Model 54 and
                57 meters with  membrane-type probes were used
                for measuring dissolved oxygen. All .meters were
                found to be satisfactory, and were recommended for
                use in  Phase I.

                3.4.2   Methods Evaluations
                Field methods were developed  based upon recom-
                mendations of instrument  manufacturers  and
                researchers and on similarity to methods described
                in the  ELS methods manual (Hillman et al., 1986b).
                Modifications of these  methods were evaluated
                during  field  sampling.  Some   modifications  were
                developed and  adopted immediately (e.g., pH) and
                some  were evaluated  and rejected. The following
                sections summarize the evaluations of several field
                methods.  Details of the procedures as adopted for
                Phase  I can be found in  Hagley et al. (1986).

                3.4.2.1   Filtration Methods
                Streamside filtration of samples was attempted in
                an effort to avoid potential deterioration of samples
                before delivery to the mobile laboratory. In  a field
                evaluation conducted over several days, a filtration
                apparatus (Nalgene cartridge filtrator) which used
                disposable filters (Gelman 47 mm diameter, 0.45 /am
                pore size  Metricel) was fitted into the Tygon pump
                line. The filtration apparatus was used on both the
                suction and the discharge side of the pump in an
                evaluation conducted over a period of three days by
                teams collecting samples from a total of 16 streams.
                Drawbacks included a  high  potential for sample
                contamination  during  filter replacement or filter
                rupture, unacceptably  long filtration times, and a
                       32

-------
requirement for additional rinse water and supplies.
It was concluded that in-line filtration at streamside
was not practical.
3.4.2.2  Streamside pH Measurements
Two methods of streamside pH measurement were
performed at each stream throughout the Phase I-
Pilot  Survey.  A closed-system  method using  a
syringe was designed to measure the pH of a sample
without  atmospheric contact. An  open-system
method, developed by the  U.S. Geological Survey,
was also evaluated. Early in the study, an experiment
was conducted to evaluate the equivalence of these
two methods and to compare each pH measurement
technique on samples collected using a pump versus
grab samples collected directly from a stream. Three
replicate samples of each treatment combination
(method x collection device) were measured at each
of three streams.  A two-way analysis of variance
detected no significant differences (p = 0.05). Several
experimental devices designed to make in situ mea-
surements without developing a streaming potential
also were tested and  showed no statistically
significant differences from either open or closed-
headspace streamside measurements (Knapp et al.,
1986).

Following the completion of field data collection, the
open  and  closed field  pM  measurements were
compared with the  mobile lab pH  measurement
(variable PHSTVL)  to determine the  degree  of
equivalence among the  three  techniques.  All
analyses were based on samples collected during
the summer period, during which all field protocols
had been finalized. Paired t-tests, unweighted for
each inclusion probability,  indicated  no significant
difference between the two  streamside measure-
ments, and a statistically significant but unimportant
difference of 0.03 units between the streamside and
mobile laboratory closed pH  measurements (p  =
0.05). (Water equilibrated with 300  ppm v/v COa
at the contract  analytical  laboratory showed  a
significantly higher  pH  value than the  closed
headspace measurements, owing most likely to the
COa supersaturation common in small streams).

Linear regressions were performed to compare the
ability to predict the field laboratory closed pH value
on the basis of either of the field methods (Figure
3-6). The slopes of the regression lines were virtually
identical and not significantly different from unity
(0.995). Although the closed field pH was a slightly
better predictor of field lab pH based on a smaller
mean standard error of the estimate, the open field
pH measurement was chosen because of its logistic
simplicity, it is important to note that the open and
closed field pH techniques gave very similar results;
a bias adjustment of  0.03  units yielded virtually
identical population distributions. However, it is not
known which pH measurement technique (open or
closed) is more accurate. The choice of the field lab
closed measurement to express most of the Phase
l-Pilot Survey population estimates was based
primarily on consistency with the NLS data (Linthurst
etal, 1986).

3.4.2.3  Aluminum Methods
The  Phase l-Pilot Survey employed  a  previously
untested (in the NSWS) protocol for fractionation of
MIBK extractable (monomeric) aluminum into non-
exchangeable  (organic)  and exchangeable  (inor-
ganic) forms. The  exchangeable fraction  was
calculated as the  difference  between total extrac-
table aluminum and  the non-exchangeable fraction
which are measured directly. The determination of
non-exchangeable  aluminum involved passing
aliquot #8 (Table  3-2) through a cation exchange
column   prior   to  complexation   with   8-
hydroxyquinoline and extraction into methyl isobutyf
ketone (MIBK). Total  extractable  aluminum was
determined similarly, except the aliquot was not
passed through the exchange column. Details of the
procedure are described by Hillman et al., (1986a).

The ion exchange resin (Amberlite 125) had to be
conditioned before use so that the pH of the resin
column was within 0.5 pH  unit of  the expected
sample pH. Columns were conditioned by adjusting
a solution of 10~5 N NaCI to the desired pH with
HCI or NaOH. This solution was passed through the
resin column, collected, and the pH measured. This
process was repeated until the desired column pH
was achieved.

Following preparation of the column, a  125 ml aliquot
of sample was filtered into a 250 ml Pyrex beaker
that  had  been washed  with  5% HN03 and rinsed
with deionized water. Portions of the filtered aliquot
were used to rinse a  50 ml polycarbonate centrifuge
tube. The remainder was pumped through the ion-
exchange column  (30 ml/min). The first 30 ml of
sample from the column were discarded. The next
20 ml were collected and analyzed for pH, and the
following 25.0  ml volume was  collected  in  the
centrifuge tube. The  column was then flushed with
the buffer solution, and an aliquot of the buffer was
collected  from the column. The pH of this aliquot
was  measured to ensure that  the  column was
conditioned properly for the next sample. The aliquot
in the centrifuge tube was complexed and extracted
into MIBK.

Adjusting the pH of the NaCI solution was often very
time-consuming, and the solution was  not stable
over time. Allowing the solution to equilibrate with
the  atmosphere overnight before  adjusting the pH
sometimes improved  stability,  however. During
                                                                      33

-------
Figure 3-6.    Comparison of three pH methods used in the  Phase I-Pilot Survey. Confidence bounds (90 and 95%) about

              the regressions are shown.
               Q.
               o
                    9.0 i—T
                    8.5
                    8.0
                    7.5
                    7.0
                    6.5
                    6.0
i   l  I  I  i   i   I  T





   y = 0.088 + 0.995x

   r2 = 0.981
                      6.0
                                    6.5
                     7.0           7.5       -   8.0


                              Open Field pH
                                                                                            8.5
                                                                             9.0
                    9.0
                    8.5 -
                     8.0
                    7.5
               I
                Q.

               -0
                CD
               S    7.0
                o
                     6.5
                     6.0
                          I  I   I   I   I  I  I   I   I   [  I   I   I   I  I  I   I   I  I  I   I   I   I  I  I   I  .1
     y = 0.051 +0.995x


     r2 = 0.990
                                              I  I   I   '   '  '  '   I   '  '  «	t   I   I  I  I   I
                       6.1
        6.6
7.1            7.6



       Closed Field pH
                                                                               8.1
                                                                                            8.6
                                                                                                          9.1
                             34

-------
laboratory operation,'3 to 4 different columns had
to be prepared daily to cover the range of sample
pH values, and there was no standard solution of
non-exchangeable extractable aluminum that could
be used as an audit sample to check on the accuracy
of the procedure.  A new, automated monomeric
aluminum speciation and measurement technique
using pyrocatechol  violet  has been instituted  in
Phase I  to  overcome  some  of  these difficulties
(Dougan and Wilson, 1974; RogebergandHenriksen,
1985).
3.4.3  Holding Time Studies
The 12 hour holding time protocols established for
the National Lake Survey (in which helicopters were
used to collect and transport samples) set significant
limits on the area that could be served by a mobile
laboratory because of driving time constraints. A set
of pilot experiments were conducted on five streams
in the Southern Blue Ridge to evaluate the stability
of syringe and Cubitainer samples over periods of
5, 12, 24, and 48 hours. Although the  experiment
yielded little  indication of changes in  any of  the
parameters, the number of audit samples included
was  insufficient to establish the  degree of within-
treatment analytical variability or among-treatment
analytical bias.

Two experiments were designed to overcome these
obstacles: (1) a laboratory study aimed at establishing
the COa-impermeability of the  syringes under
markedly sub- or super-saturated conditions; and (2)
a field test of Cubitainer samples collected on a
number of lakes and streams  in the Eastern U.S.
These experiments are documented thoroughly by
Burke and Hillman (1986) and  Stepanian et  al.
(1986),  respectively, and the results  are  briefly
summarized here.

3.4.3.1  Syringe Experiment
In the syringe experiment, syringes  filled  with 1
mg L"1 Na2CO3 solution at  pCO2 levels of  Ox,  1x,
10x, and 100x atmospheric levels (atm) were held
for 1 to  8 days at 4°C  and  25°C.  Companion
experiments were  conducted to test  the  ability of
the experiment to detect C02 equilibration in open
systems that were similarly sub- or super-saturated
and blanks, 10 ppm C02, and pH 4  H2SO4 QCCS
samples. Open containers containing O and 100 x
atm pCOa equilibrated within 24 hours. Conversely,
none of the samples showed significant changes in
DIC or pH over 7 to 8 days when held  in syringes
at 4°C and 11°C (Table 3-3). Syringes  did gain or
lose DIC when held at room temperature, however,
apparently due to increased  permeability  of  the
polypropylene syringe walls. Experiments with
actual lake samples at 0.1-0.2 x atm pCOa produced
similar results (Burke and Hillman, 1986).
Table 3-3.
           Dissolved Inorganic Carbon  Concentrations
           (mg L~1 ± 1 s.d.) in Samples  Initially Sub- or
           Supersaturated with CO2 and held for 7-8 Days
                             Time (Days)
  PC02
            Temp
                                        7-8
0 x atm
0 x atm
1 x atm
1 x atm
10 x atm
10 x atm
100 x atm
100 x atm
10
23—26
11
23—27
8
22—26
4
22—26
1.548 + 0.023
1.548 + 0.023
2.134 + 0.003
2.134 + 0.003
2.840 + 0.038
2.840 + 0.038
12.41 ±0.12
12.41 +0.12
1.514 ±0.036
1.757 + 0.023
2.078 ± 0.037
2.286 ± 0.036
2.857 + 0.068
2.927 ± 0.088
12.02 + 0.15
9.44 + 0.22°
'Variance of 24-30 repeated measures on test samples in a
 treatment < analytical variance of quality control check (QCCS)
 samples analyzed along with the treatments (a = 0.05).

Based on these experiments, it was determined that
the holding protocol for DIC and pH held in syringes
at 4°C  could  safely  be increased  to 24  hours.
Although  no  experiments were  performed on
aluminum, it has been assumed that syringe aliquots
can also  be held  for at least  24 hours prior  to
aluminum extraction. It is assumed that pH changes
driven by  COa degassing are the most significant
cause  of  alteration  in aluminum  speciation  in
samples held  for at least  5  to 6 hours prior  to
extraction.
3.4.3.2  Cubitainer Experiment
In the Cubitainer holding time experiment, two 19-
liter  samples were  collected in June, 1985, from
three lakes in New York, three streams in Pennsyl-
vania, two streams in Maryland, and one stream each
in South  Carolina  and Tennessee.  These water
bodies  represent a wide range of water chemistry
types. Samples were transported at 4°C by air within
12 hours of collection to the field laboratory, where
they were each split into eight aliquots. Two aliquots
were processed immediately (12 hours), while the
remainder were  held at 4°C, and duplicates
processed after 24,  48, and 84 hours, respectively.
Duplicate QA audit  samples from Big Moose Lake,
New York, were analyzed with each   batch.  All
analyses were performed according to regular NSS
protocols.

The results of the Cubitainer holding time experiment
are presented in Table 3-4. Two criteria were utilized
in assessing the significance of observed changes.
First, all data that are below the limit of detection
for that variable were excluded (see Table 4-9).  For
the remaining sample pairs, the percentage increase
or decrease between each analyte concentration at
12 hours holding time and the 24, 48, or 84 hours
holding times was calculated. Each percentage then
was compared with the maximum root mean square
                                                                       35

-------
Table 3-4.
Changes in Constituent Concentrations in Duplicate Field Samples and Big Moose Lake OA Audits Held at 4°C
for 12, 24, 48, and 84 Hours Prior to Stabilization*
Mean Percent Change
in Field Samples
Chemical
Variable
ANC
Sulfate
Nitrate
Chloride
Silica
Fluoride
Calcium
Magnesium
Sodium
Potassium
DIC (equil)
pH (equil)
DOC
Ammonium
Total P
Total Al
Extractable Al
Iron
Manganese
Pairs
(n)
9
10
10
10
10
10
10
10
10
10
9
10
9
4
3
6
6
9
9
12-24
hr
1.1
-2.3
-4.9
-2.0
1.2
0.0
3.1
1.2
-0.2
2.4
2.5
0.0
0.4
0.1
-3.7
39"
-2.5
20
4.4
12-48
hr
1.7
-2.0
-5.2
-1.4
0.2
-1.2
! M
0.5
-0.3
3.0
8.5
-0.02
-5.5
14"
14°
~on
12
25
-21"

12-84
hr
0.5
-2.8
-4.5b
-3.4"
0.6
-2.2"
0.8
1.4
-1.4b
0.7
7.9
-0.02
4.8
13"
4.4
12
3.8
-3§
^16
System
Precision
RMS RSD (%)"
5.0
3.3
5.9
2.2
8.0
2.1
2.3
1.1
1.1
3.8
9.8
0.1
6.2
10
5.1
20
12
25
8.9
Mean Percent Change
in Audit Samples
12-24
hr
C
-2.6
-12.7
-0.5
0.2
0.7
2.6
1.9
0.8
0.9
C
0.0
-0.7
2.8
C
28
4.8
3.0
5.6
12-48
hr
C
-1.1
-17.0
2.7
-0.2
-4.6
5.3
2.1
-0.1
1.6
C
0.0
2.3
1.4
C
8.3
25
5.9
3.9
12-84
hr
C
2.8
-1.9
1.1
0.0
-0.7
0.5
1.8
-0.7
-0.8
C
0.0
5.0
-1.4
C
12
-8.2
-20
1.1
 *Underlined values exceed the RMS %RSD for routine/duplicate precision.
 aRoot mean square percent residual standard deviation.
 "Exceeds interbatch bias as determined by changes in the audits.
 GNo bias estimate could be calculated.
percent residual standard deviation (RMS % RSD)
for routine duplicate sample pairs analyzed  during
the Phase l-Pilot Survey (Table 4-9). If the percentage
difference between the analyses  at two different
holding times was less than the routine/duplicate
differences typically expected to occur within  the
same batch, then differences resulting from > 12 h
holding times were indistinguishable from routine
sampling  and  analytical  error. Several variables
show discernible differences, but only four variables
exhibited  potentially distinguishable changes
between 12  and  24 hours (nitrate, calcium, mag-
nesium, and total aluminum).

The foregoing analysis does not include the effects
of interbatch analytical bias, however. A measure
of interbatch  analytical  bias  was obtained  by
analyzing  duplicate  QA  audit  samples  from  Big
Moose Lake, New York, with each batch of samples.
This QA audit  has been shown to be chemically
stable for  the  variables  of  interest over holding
periods of several months (Table 4-3; Drousd et al.,
1987). Percentage changes in  each  variable were
calculated for the QA duplicates for the four holding
time intervals and are also shown in Table 3-4.  If
the chemical analytes are truly stable in the audit
samples, then these changes represent the degree
of interbatch  analytical bias in the holding time
                                        experiment (again, concentrations below the limit
                                        of detection were excluded).

                                        Of the discernible analyte  changes based on the
                                        estimated  within-batch  precision,  most were
                                        accompanied  by at least the  same degree of
                                        interbatch bias. The differences that exceeded the
                                        apparent interbatch bias are asterisked in Table 3-4.
                                        Only two variables, calcium  and total aluminum,
                                        appear to show possible changes between 12 and
                                        24 hours. The 3% change  in calcium  is  barely
                                        detectable above the analytical precision and is of
                                        no practical  interpretive significance.  The  large
                                        percentage changes in total aluminum, as with iron,
                                        manganese, and total phosphorus after 48  hours,
                                        probably result  in  part  from  sampling  errors
                                        associated with  the colloidal  nature  of  these
                                        constituents in streams. A  great  deal of precision
                                        is neither expected  nor needed for these variables
                                        in streams. Ammonium is the only other constituent
                                        seen to change in 48 hours. Although the increase
                                        may be a result of organic nitrogen mineralization,
                                        the increases also are barely  greater  than the
                                        analytical variance.

                                        It should be noted that the  choices of 1 RMS RSD
                                        and various other decision criteria in this analysis
                                        are rather  arbitrary,  and  no rigorous statistical
                       36

-------
testing is implied. Instead, this interpretation should
be thought of as a screening procedure by which
to focus attention on the variables most likely to have
experienced  changes after 12  hours.  Also, the
experiment does  not  assess the  probability of
chemical changes during  the 12  hours between
sample collection and analysis. Any regional survey
activity must be predicated on the stability of samples
for  this  period,  or on  the assumption that  any
changes that do  occur are minimal, quantifiable by
calibration, or of no interest (e.g., speciation changes
for  some variables  may not affect  the types of
interpretations to be expected from  synoptic data
sets). Secondly, it is very difficult to perform a holding
time experiment such as the  one described above
that incorporates a reasonable range  of geographic
variability with a high degree  of statistical discrim-
inatory power. Thus far, the data have been analyzed
using at least three different approaches, including
various group means and treatment of the audit data
(Overton, personal comm.; Stapanian et al., 1986),
including a multivariate statistical Hoteling-Lawley
trace approach.
Training for field sampling personnel in the future
will provide more details on  the selection criteria
for a suitable sampling location at a given stream
site. Additional training in field hydrology will ensure
that staff gauges are placed correctly at all locations.

Experience in the field demonstrated that, in  most
cases,  equipment initially selected  for use in the
Survey was adequate. A sensitive, portable conduc-
tivity meter will not be needed because conductivity
will also be measured at the field laboratory on a
research-grade instrument. Comparisons of the two
streamside  pH protocols indicate that the   more
difficult "closed"  measurement is not needed,
because COa de-gassing is apparently sufficiently
slow in unstirred natural waters. Results from the
holding time experiments indicate that the holding
time protocols can probably be safely increased to
at least 24 hours, provided aluminum samples are
held in the COa-tight syringes.
All analysts have concluded that there  is  no
important effect of increasing the sample holding
times to as much  as 48 hours. This is  not to say
that no sample will change in this time, but that
the frequency and magnitude of such changes are
probably acceptable in  terms of  the data  quality
objective of the project.
3.5  Summary of Field Operations
The Phase l-Pilot Survey was completed as sche-
duled on July 17, 1985. In completing the sampling
activities,  the  three  field crews traveled approxi-
mately 45,000 miles by vehicle, averaging 270 miles
per day  to access 1 to 3 stream sites. Most  stream
sites were accessible by vehicle alone. A few sites
required additional transport by horseback or  boat.
The longest hike required to a site was  16 miles
round trip. A total of  339 reach sites were sampled
during the survey, 724 samples were processed by
the field laboratory, and 668 samples were shipped
to the  contract  analytical  laboratory.  Only one
shipment of samples was delayed during the entire
operation.

The field operations  plan implemented during the
Survey worked very well and was not modified during
the study. The preliminary reconnaissance activities
and contacts with local  cooperators were integral
to the success of the field operations plan, and served
to minimize unexpected problems associated with
site access and daily sampling itineraries. The few
problems that were  encountered  were caused  by
outdated maps and  these  were quickly  rectified.
                                                                       37

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                      4. Quality Assurance and Data Management
4.1   Introduction
The water  quality data  gathered  in the National
Stream  Survey constitute a large and important
research data base that  requires a high degree of
quality assurance  (QA)  and quality control (QC).
Maintaining a high degree of QA/QC involves two
separate but highly integrated tasks. The first task
is to establish a QA/QC  program to ensure that all
samples are collected and analyzed in a consistent
manner and to establish the accuracy and precision
of  the reported  values  with a  known degree of
confidence. Second, a data management program
must be designed to store and track the data, identify
and eliminate entry errors, and keep a record of such
changes. Ultimately, the  product of these tasks will
be well-documented data  files that  are  readily
accessible to project scientists and extramural users.


4.2   Quality Assurance/Quality Control
Operations
This section provides an overview of the QA/QC
activities in field sampling, field  laboratory, and
contract analytical laboratory operations. Elements
of the QA/QC  program include contract laboratory
performance evaluations, on-site auditing of field
and contract laboratories, specification of all sample
handling protocols, and utilization of a variety of QA/
QC samples. Detailed discussion of these elements
can be found in the Project QA Plan (Drous6 et al.,
1986).
solicit contractor support; and (3) evaluation of the
lowest bidders to ensure that qualified laboratories
were selected.

An SOW was prepared to document the analytical
methods and the QA/QC requirements that are
defined in the Analytical Methods Manual (Hillman
et al.,  1986b) and Project QA Plan (Drouse et al.,
1986),  and  to  specify these requirements in  a
contractual format. An IFB  was advertised  in the
Commerce Business  Daily  in  December  1984.
Approximately 180 laboratories responded and were
sent copies of the SOW. The  lowest bidders were
sent pre-award performance evaluation (PE) sam-
ples. These laboratories were required to analyze
high-  and low-concentration  PE samples  and to
report results within 15 days of sample receipt. The
data  reports  were  evaluated for  quality  and
completeness.

Two  laboratories scoring 88 percent subsequently
were  visited  by an  EPA  team  to  verify  their
qualifications and capabilities to meet the contrac-
tual requirements. Both laboratories passed the PE
sample analysis and on-site evaluations and were
awarded contracts to provide analytical support to
the  Phase l-Pilot Survey. Only the New York State
Department of Health (NYSDOH) laboratory received
samples during the survey, however, because they
were  the lowest bidder and possessed  ample
capacity to analyze all of the samples.
4.2.1  Selection of Contract Analytical
Laboratories
The objective of the analytical laboratory selection
process was  to award contracts to the smallest
number of laboratories possible in order to minimize
potential  interlaboratory bias, while ensuring that
each laboratory chosen could analyze the required
number of samples within the specified holding time
and  quality performance  criteria. The  Contract
Laboratory Program (CLP) established to support the
EPA's hazardous waste monitoring activities was
used  in  laboratory  procurement. The  contract
process required: (1) preparation of a statement of
work (SOW) that defined the analytical and QA/QC
requirements in a contractual format; (2) preparation
and advertisement of an Invitation for Bids (IFB) to
4.2.2  Training
Data quality depends on the ability of the project
personnel to properly collect, process, and analyze
samples, and training is essential  in  ensuring
consistent application of all operational and quality
assurance procedures.  Field laboratory personnel
underwent a five-day training period in Las Vegas,
Nevada,  in  all technical aspects of laboratory
operations.
4.2.3  Daily Quality Assurance Contact
During sampling and analysis, the QA staff com-
municated  daily with the  field station and  the
contract laboratory to monitor logistics, methods, and
QA/QC activities. These  communications were
                                              38

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crucial and  effective in identifying and resolving
issues affecting data quality at an early stage (see
Section  4.6.2).  Each communication  was  logged
either on a field communication form or in a bound
laboratory notebook.
4.2.4  Field and Contract Laboratory Audits
On-site evaluations of the contract laboratory and
the field station were conducted during the survey
to assure that sampling and analysis activities were
being performed as planned. The contract laboratory
was visited once before sampling started and once
during field  activities. The purpose of the first on-
site visit was to assure that the analytical laboratory
had the capability to perform the required analyses.
During the second  on-site evaluation, QA/QC data
were  reviewed and several issues were identified
and resolved.  For example, it was discovered that
NYSDOH  was analyzing  pH and  DIC at different
times, and was experiencing problems with the air-
equilibrated pH measurement. All observations were
summarized in  an on-site  laboratory  evaluation
report.

Auditors also conducted an  in-depth review of field
laboratory operations and interviewed the sampling
teams. During the  on-site evaluation, the auditors
observed that  the trailer was  near a road where a
large  amount  of dust was present,  resulting  in
elevated total  aluminum  values in some samples.
The auditors recommended moving the field labor-
atory to a  nearby dust-free location. Samples
processed after relocation of the trailer indicated  no
further contamination. Also as a result of the review,
calibration activities were  relocated to a  heated
building to avoid slow meter response times on cold
mornings.
4.2.5  Field Sampling Quality Control
Procedures
The QC  procedures consisted of  calibrating all
instruments before and after each sampling trip and
monitoring any changes between  calibrations. The
procedures are described in detail in Knapp et al.
(1987) and are discussed in  Chapter 3 of this report.
The calibration check for temperature  was  to
compare the field meter reading to that determined
using an NBS-traceable thermometer. The reading
had to be within 2°C to meet QC  criteria. A QCCS
having a theoretical pH value of 4.00 was analyzed
prior to and following all streamside pH determina-
tions.  If any  QCCS reading  deviated  from the
theoretical pH  by  more than ±0.1 pH  unit, the
instrument was recalibrated and the pH of the QCCS
was remeasured. If the reading still did not meet
the specifications, then a data qualifier was recorded
on the Stream Data Form 4  (Figure 3-4). The in situ
specific conductance measurement was verified by
checking the factory calibration of the conductivity
meter by measuring QCCSs of 147 /uS cm"1 and 74
pS  crrf1. The  allowed  error for the QCCSs were
± 15 /uS cnrf1  and ± 10 pS cm"1, respectively. The
QC  check for dissolved oxygen consisted of calibrat-
ing  the meter with water-saturated  air, and then
measuring the dissolved oxygen  in  a sample taken
from a carboy of water saturated by bubbling with
compressed  air. The readings had to be within  0.5
mg  L"1. There were  no QC checks for staff gauge
and other stream site data (Table 2-3).

All  streamside and-in situ measurements and  QC
data were recorded on Stream Data Form 4 (Figure
3-4). This multipart form was checked for complete-
ness and internal consistency at the field station.
One part of each form was sent to Oak Ridge National
Laboratory (ORNL) for entry into the NSS raw data
base.  A second part of the form was sent to  the
QA group in Las  Vegas where it was checked to
identify and correct transcription  errors and to
ensure that QCCS criteria were met. All forms were
sent by overnight mail.
4.2.6  Field Laboratory Quality Control
Procedures
The primary functions of the field laboratory were
to chemically stabilize aliquots of field samples and
to perform limited analyses for those variables that
are relatively unstable. The objectives of preservation
were to inhibit biological  and chemical activity and
prevent changes due to volatility, precipitation, and
adsorption.  Preservatives for  each  aliquot are
described in Table 3-2.  Filtration through a 0.45-
/ym membrane filter  removed suspended  material,
including large colloids, and provided subsamples
that contained only dissolved analytes and smaller
colloidal  material.  Aliquots 1,  4, 6, and 7 were
preserved with  strong  acid to  prevent loss  of
dissolved analytes  through precipitation or  chemi-
cal/biological reactions. Storage  at 4°C was required
to reduce biological activity in all aliquots except 1
and 7 and MIBK or volatilization in  aliquots 2 and
8.

After  sample preparation and preservation steps,
holding times were  monitored  to assure that the
samples were analyzed before any  significant
degradation  had occurred. The maximum permitted
holding times are shown  in parentheses after each
variable in Table 3-2.
4.2.7   Quality Assurance/Quality Control
Samples
The QA program utilized a variety of QA/QC samples
to assure that the sampling and analytical activities
were performed according to the QA Plan and the
                                                                       39

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data quality objectives. Every effort was made to keep
the number and costs  of QA/QC  samples within
logistic  and budgetary constraints  while  providing
adequate information to the QA staff. Because little
information was available on the chemical stability
of low  ionic strength waters,  EPA protocols  for
analysis of water and  wastewater samples were
used (U.S. EPA, 1983).
4.2.7.1  Quality Control Samples
All QC activities related to field laboratory measure-
ments of DIG,  pH,  true color, and turbidity are
described in the QA Plan (Drouse"  et al., 1986). QC
sample type, source applications, and frequency of
use are shown  in Table  4-1  and described further
below.

Calibration Blank—Analysis  of a calibration blank
was required for each batch  of samples. This blank
(ASTM Type  I deionized  water) was analyzed after
the  initial calibration to check  for  drift in the
measured signal  and  for  contamination. The
observed concentration was required to be less than
or equal to twice the detection limit required by the
SOW contract.

Reagent Blank—A reagent blank was required for
dissolved Si02 and total aluminum analyses because
additional reagents were added in the digestion step
prior to analysis. The reagent blank was essentially
a calibration blank that had undergone the digestion
steps prior to analysis.

Matrix Spike—A matrix spike was required for each
batch of samples. A matrix spike is a routine sample
to which a known quantity of analyte at a concen-
tration of approximately  twice the indigenous level
or ten times the detection  limit (whichever was
greater) was added. The purpose of the matrix spike
                         was to verify the accuracy of the analysis in a matrix
                         typical of the samples being analyzed. The contract
                         laboratory met the limits for spike recovery for every
                         batch and no matrix interferences were observed.

                         Laboratory Duplicate—A contract  laboratory dupli-
                         cate was required  for each batch of samples. The
                         duplicate analyses provide estimates of within-batch
                         analytical precision,  which must be met  for the
                         samples in each  batch  to meet  the QA limits
                         established for these variables.

                         Quality Control Check Sample—Each QCCS was a
                         commercially  or  laboratory-prepared sample  that
                         was obtained from a source different from that used
                         for the calibration standards for the analyte. It was
                         analyzed to verify calibration at the beginning, after
                         every ten samples, and at the  end of each batch.
                         The observed concentrations  were  required to be
                         within specified control limits. A low concentration
                         QCCS also was analyzed  for  some variables  to
                         determine and verify the detection  limits for these
                         analytes.

                         4.2.7.2   Quality Assurance Samples
                         External QA samples were used to judge the overall
                         performance of the sampling and analytical activities
                         and to establish the quality of the data with known
                         confidence limits. Table 4-2 lists types, sources, and
                         applications of QA samples used in the Phase l-Pilot
                         Survey. These samples were processed through the
                         field station and were "double blinds" to the contract
                         laboratories (i.e., the  laboratory did not know that
                         they were  QA  samples  and  did  not know  their
                         composition).

                         Field Blank—A field  blank  was a  deionized water
                         sample  (meeting  specification for  ASTM Type I
                         reagent-grade water) that was carried to the stream
                         and processed through the sampling pump as though
 Table 4-1.    Types, Sources, and Applications of Quality Control Samples Used in the Phase l-Piiot Survey (Drouse, 1987)

   Sample Type                 Description/Source                   Application                  Frequency
 Quality Control
 Check Sample
 (QCCS)

 Contract Laboratory
 Blank3
 Trailer Duplicate3
 Contract Laboratory
 Duplicate3

 Matrix Spike
Standard; source other than
calibration standard
Reagent-grade water (zero
analyte concentration)
Stream sample; split
Stream sample; split
Sample plus known quan-
tity of analyte
Indicates accuracy and
consistency of calibra-
tion

Indicates signal drift
and sample contami-
nation

Indicates within-batch
precision

Indicates within-batch
precision

Indicates sample ma-
trix effect on analysis
Before, after every
ten, and after final
sample analysis

One per batch
One per batch


One per batch


One per batch
 "Samples serve both as QA and QC samples.
                        40

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Tabie 4-2.    Types,

   Sample Type
Sources, and Applications of Quality Assurance Samples Used in the Phase I-Pilot Survey (Drouse. 1987)

            Description/Source                  Application                  Frequency
Field Blank
Contract Laboratory
Blank3

Field Duplicate3
Trailer Duplicate3
Contract Laboratory
Duplicate9

Field Audit
Contract Laboratory
Audit
         Reagent-grade water
         treated as a stream sample
         Reagent-grade water (zero
         analyte concentration)

         Duplicate stream sample
         Stream sample; split
         Stream sample; split
         Synthetic samples and nat-
         ural lake samples
         Synthetic samples and nat-
         ural lake samples
Estimate system deci-
sion limit and quanti-
tation limit

Estimate nonparamet-
ric detection limit

Estimate overall
within-batch precision

Estimate analytical
within-batch precision

Estimate analytical
within-batch precision

Estimate overall
among-batch preci-
sion; estimate labora-
tory bias

Estimate analytical
among-batch preci-
sion; estimate labora-
tory bias
One per day



One per batch


One per day


One per batch


One per batch


As scheduled




As scheduled
"Samples serve both as QA and QC samples.
it  were  a routine sample.  One field  blank was
collected by each sampling team on each operating
day.

These samples were intended to  identify any
contamination problems that may have occurred in
the overall sampling and analytical processes. Field
blank data were used to establish estimated decision
limits, quantitation  limits, and background values
expected for each variable.

Field Duplicate—A  field  duplicate  was a second
sample collected at the stream site  by the same
sampling team immediately after the routine sample
was collected.  Field duplicate  data were used to
estimate  overall  within-batch  precision for  the
sampling  and  analytical  processes.  One field
duplicate was collected on each sampling day.

Trailer Duplicate—/^ trailer duplicate was a spike of
a routine sample processed in the mobile laboratory.
One trailer duplicate was processed for each  batch.
The trailer duplicate  was  used to establish  the
analytical precision of the analyses performed in the
field laboratory.

Audit Samples—Two types of audit samples were
used as QA checks on field and contract laboratory
operations.  Field  audit samples  were  used to
establish  overall  field and  contract  laboratory
performance. Laboratory audit  samples were used
to  establish the  performance of the  contract
laboratory. The use of both types of samples enabled
                                   field laboratory problems to be distinguished from
                                   analytical laboratory problems.

                                   Field audit samples were received in 2-liter aliquots
                                   from Radian Corporation (Austin, Texas, laboratory)
                                   and were processed  as  routine stream samples by
                                   the field laboratory. Laboratory audit samples were
                                   received at the field station  already prepared as
                                   aliquots 1 through 8 from Radian, which were then
                                   sent to the contract laboratory for analysis. Labor-
                                   atory audit samples thus were not subject to  any
                                   analytical errors arising at the field laboratory.

                                   Two natural samples and two  low-concentration
                                   synthetic samples were also used during the Survey
                                   (Table 4-3). The natural samples (from Big Moose
                                   Lake in the Adirondack Mountains of New York and
                                   from Bagley  Lake  in  the State  of  Washington)
                                   represented two types of low ANC  and low ionic
                                   strength surface waters expected to be encountered
                                   in the Survey. Following collection, these  samples
                                   were filtered through a 0.45-jum  filter and stored
                                   at 4°C  until  use.  Synthetic  audit samples were
                                   prepared just  prior to  being sent  to the field
                                   laboratory.  A high-concentration  synthetic sample
                                   was not utilized because concentrations of  analytes
                                   in streams in  the Phase l-Pilot Survey area were
                                   anticipated to be quite low.

                                   4.2.8   Data Review
                                   The results of  the various chemical analyses were
                                   reported on appropriate field and laboratory reporting
                                                                           41

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Table 4-3.   Composition of Big Moose Lake (FN4) and Bag ley Lake (FN5) Natural Audit Samples
                                                      Field Audit Sample Concentration3
               Variable
Big Moose Lakeb
                                                                              Bagley Lake0
Al, organic ext.
Al, total ext.
Al, total
ANC, (yueq L~1)
BNC (Aieq L"1)
Ca
ci-
Conductance (fiS/cm)
DIG, airequilib.
DIG, initial
DOC
F~, total dissolved
Fe
K
Mg
Mn
Na
NH4+
N03-
P, total
pH, acidity
pH, alkalinity
pH, air equilib.
Si02
SO4
0.123
0.284
0.418
-25
133
1.96
0.469
33
0.167
0.320
7.53
0.076
0.134
0.659
0.367
0.092
0.628
0.038
2.35
0.006
4.63
4.63
4.72
4.45
6.46
0.002
0.005
0.037
156
41
1.96
0.22
18
1.62
1.74
0.63
0.029
0.003
0.37
0.24
0.001
1.06
0.026
0.085
0.005
7.04
7.02
7.41
10.8
0.937
aAII variables are measured in mg/l unless otherwise indicated.
bMean concentration of 37 analyses of Big Moose Lake sample processed at the field laboratory.
c,Mean concentration of 9 analyses of Bagley Lake sample processed at the field laboratory.
forms, each of which was  checked for accuracy
before entry into the data base. Prior to describing
these procedures in detail, however, it is helpful to
understand  the  NSS data  flows  and  data  base
structure. The NSS data-base management system
is described in the following section.

4.3   Data Base Management
NSS data-base management activities are patterned
after  procedures developed  for the National Lake
Survey (Kanciruk et al.,  1986). All NSS data sets
are maintained at Oak  Ridge National  Laboratory
(ORNL) on  IBM 3033 mainframe computers using
the SAS software package (SAS Institute, Inc., 1983,
1985). Data sets are also periodically transferred to
the National Computer  Center (NCC)  at Research
Triangle  Park, North  Carolina, via magnetic tape,
where they can be accessed by NSS  scientists at
the Las Vegas and Coeval Ms laboratories.
4.3.1  Data Structure and Flow
The basic structure and data flow employed during
the Phase l-Pilot Survey are schematized in Figure
4-1. Three data  bases,  "raw,"  "verified,"  and
"validated,"  represent  increasing  levels of data
scrutiny. Data initially were entered into a raw data
set from the various field and laboratory reporting
     forms. When enough data became available, a data
     tape was sent to NCC, where it could be accessed
     by the QAteam. Changes tothe raw data set included
     insertion of data qualifiers (tags  and flags) and
     substitutions for incorrect values discovered by the
     QA team at EMSL-LV. Changes were sent to ORNL
     via a "change" tape, which  was used to update the
     existing raw data. When more raw data became
     available, the process was repeated.

     The verified data base was in turn used in the process
     of validation, wherein additional data qualifiers and
     substitutions were made based on examination of
     distributions of variable values among samples  by
     the technical staff at  ERL-C. This process also was
     iterative, and involved the generation of additional
     change tapes.  The use of such  tapes allowed any
     changes to be tracked for any raw datum in the data
     base.


     4.3.2  Primary NSS Data Sets
     The raw data  set contains data that received  a
     preliminary review by ORNL and EMSL-LV staff to
     ensure that they conformed  to proper formats, were
     complete and  legible, and  were within  plausible
     ranges (Rosen and Kanciruk, 1985). The  raw data
     set was used internally by  the management team
     to screen data for problems, to perform trial  data
                       42

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Figure 4-1.    NSS data structure and flows.
                                                  Verification by
                                              SC/CERL and QA/EMSL
                                                  Data Editing
^ 	 1 I site Heports
I VERIFIED DATA
M Maps
Validation by
SC/CERL, QA/EMSL
and ORNL
                                                                             Data Editing
                                                                            and Flagging
f VALIDATED DATA
\
Maps, Reports,
Statistical Analysis

                                                                  Data Access
                                                                     and
                                                                  Distribution
                                                                ^	*s
analyses,  to test and debug computer  codes and
programs, and to make design adjustments when
needed. The raw data was continually updated as
new data were received from the field and as errors
were corrected.

At the verified level, data were  reviewed  and any
errors  in transcription, keying, or processing were
corrected. Error checking as part of the verification
process included  intra-sample analyses  such as
cation-anion  balances  and chemical  equilibrium
checks as described below.  Verified  data are
assumed to represent the correct values that were
measured  and recorded  in the  field  or  contract
laboratory. As in the raw data set, the verified data
set was revised several times during the verification
process. Verification changes were  initiated by the
QA group at EMSL-LV and the required corrections
                                                                        43

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were made by ORNL Following entry, the data set
was reverified to search for entry errors that occurred
during the data set editing process.

The validated set contains data which were subjected
to the  highest level  of review. In contrast to
verification, the emphasis of validation was on inter-
sample comparisons. Validation routines were
performed as described below, and data were flagged
or deleted from the validated data file. Data in this
validated file will  be archived in STORE! (1985) as
well as in the official NSWS data base.

Each raw, verified, and validated  data set contains
11 data files that correspond to the individual  field
and  laboratory forms on which the  data were
reported (Table 4-4). This data structure provides a
logical basis for  data entry and tracking  that is
necessary for large data bases such as the NSS  data
base.
4.3.3  Enhanced Data Files
An  "enhanced" or  "interpreted" data  set (printed
out in Appendix D) was subsequently created from
the validated data set for specific purposes. In this
enhanced data set, data for routine/duplicate sample
pairs were averaged, any missing values from the
validated data set were replaced by averaging or
calibration  of other chemical variables, and  data
associated  with episodes  were identified.  This
enhanced data set  is a clean and compact set for
performing  population  distribution estimates and
certain mapping  and  statistical  analyses.  The
enhanced data set will also be released to external
scientists upon request.


4.3.4  Data Change and Qualifiers
Three types of data qualifiers are used  in the data
base: tags, flags, and missing value codes (see Sale
et al., 1986 for values assigned to data qualifiers).
Tags are assigned based on field observations made
during sample collection (e.g., an erratic field meter).
Flags are assigned during  data  verification  and
validation to indicate questionable values or values
that did not  meet QA/QC standards. Missing value
codes are entered  directly  into  the data base to
indicate the reason for a missing datum (e.g., sample
lost). Numeric changes and data  qualifiers assigned
in the verification or validation processes are  sent
to ORNL in the form of change records (i.e., "tuples;"
see Section  4.4.5). These change records are then
applied to a copy of the raw data set to generate
Table 4-4.    Data Set Members for the Raw, Verified, and Validated Versions of the NSS Phase f-Pilot Survey Data Base
Member
Name
F04
FOB
F07
F11
F13
F18
F19
F20
F21
F22
F71
Description
Field measured variables from
Form 4
Trailer measured variables from
Form 5
Site and watershed characteristics
from Form 7
Analytical chemistry from contract
lab from Form 1 1
Titration data from Form 13 or
diskette
Detection limits (QA/QC) from
contract labs and Form 18
Holding times (QA/QC) from con-
tract labs and Form 19
Blanks (QA/QC) from contract labs
and Form 20
Spikes (QA/QC) from contract labs
and Form 21
Duplicates (QA/QC) from contract
labs and Form 22
Site location variables from vari-

Data
49
25
56
35
22
49
79
418
232
332
31
vii i ihrvsi wi vaiiafcsi
Tags
21
9
13
29
12
39
50
411
227
325
0
CO
Flags
19
9
0
23
12
26
50
411
227
325
0
Number of
Observations
339
724
117
668
45K
51
668
51
51
51
117
                ous sources
                       44

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a series of partially verified data sets. A permanent
file of all change records is maintained for post-
processing audits.  This three-tiered  system of
independent  checks (Figure 4-1) is essential to
achieving the  NSS  data quality objectives and
producing the high-quality data base required for
NSS analyses.
 Data anomalies were reported to the field laboratory
 coordinator for  corrective  action. Data  reporting
 errors were reported to ORNL to be corrected before
 entry into  the raw data set. Telephone communi-
 cations were documented in a bound notebook, and
 data changes were annotated  on the  appropriate
 form.
4.4  Data Verification
Data  verification involves  the  identification  and
correction, flagging,  or elimination of data of
unacceptable quality on the basis of intra-batch QA
criteria. Verification  involved:  (1) reviewing the
available QA/QC data from the field and contract
laboratories;  (2)  reviewing any comments or
questions associated with the batch or sample under
evaluation; (3)  performing  QA checks for data
consistency and  chemical reasonableness;  (4)
reviewing  QA sample data; (5) obtaining confirma-
tion,  correction,  or  reanalysis data  from the
laboratories; and (6) providing the verified data for
entry into the ORNL data base. Computer programs
were developed to automate this  procedure as much
as possible. A team of auditors evaluated each data
package on  a sample-by-sample basis  using the
procedures outlined below.


4.4.1  Review of Field Data Forms
Verification began with the receipt of the data forms
from the field. The auditor reviewed each form to
check the following items:

 1.  Stream  ID—The Stream Data Form (Form 4)
    was compared with the Batch QC  Field  Data
    Form (Form 5) to identify transcription errors.

 2.  Trailer  Duplicate—Form 5 had  to have a
    duplicate Stream  ID that matched a routine
    stream  sample ID, and  the field  precision
    criteria had to be met.

 3.  Calibration Data—pH and conductivity calibra-
    tion data on  Form 4 were compared to the data
    from the field calibration forms to ensure that
    initial calibration criteria were met, or that the
    appropriate data qualifiers were recorded.

 4.  Streamside pH—The Form 4 pH values (open
    and  closed) were  compared  to  the field
    laboratory pH value on Form 5.

 5.  Field Laboratory pH and DIC—Form 5 values
    for  field  audit samples  were  compared  to
    acceptance  criteria.  Routine/duplicate pairs
    and trailer  duplicates were evaluated for
    within-batch precision.

 6.  pH and DIC  QCCS Data—Form  5 QCCS  data
    were reviewed to ensure that criteria were met.
4.4.2  Initial Review of Sample Data Package
As they were received,  the sample data packages
were reviewed for completeness, internal  QC
compliance, and proper use  of  data qualifiers. A
checklist was used by the EMSL-LV auditor to assure
consistency in the review of all data packages. Any
problems were reported  to the appropriate contract
laboratory manager for corrective action. Comments
provided by the laboratory with the data package also
were reviewed to  determine any  impact on  data
quality or need for follow-up action by the laboratory.
4.4.3  Review of Quality Assurance/Quality
Control Data
Following entry of the data  into the raw data  set
at ORNL, a magnetic tape containing the data was
sent to NCC. The QA personnel then were able to
access the data by telecommunication. The verifi-
cation process utilized a series of computer programs
that comprise the  AQUARIUS QA/QC  system
(Fountain  and  Hoff, 1985). The programs listed in
Table 4-5 identify or  flag results that were classed
as "exceptions" (i.e., that did not meet the expected
QA/QC limits). The AQUARIUS system automated
much  of the routine QA review process,  which
enabled the auditor to concentrate more effort on
the substantive tasks of correcting or  flagging
questionable data. The auditor used the output from
these programs (along with original  data and field
notebooks)  to complete the  NSWS Verification
Report called for in the QA Plan. The form of the
Verification  Report was a work sheet designed to
systematically guide the  auditor  through  the
verification process by explaining how  to:  (1) flag
data; (2) track data resubmissions and requests  for
reanalysis and confirmation; (3) list the steps that
led to identification  of  QA  exceptions; and  (4)
summarize modifications to the raw data set (change
records).

Each  sample  was verified  individually. Stream
sample analytical results had to meet  checks  for
anion-cation percent ion balance difference (% IBD)
and for percent conductivity difference (% CD)  in
order  not to generate an "exception,"  unless the
discrepancy could  be  explained  by either  the
presence of organic  species  (as indicated by the
Protolyte Analysis Program) or by an obvious and
correctable reporting  error. The Protolyte Analysis
                                                                      45

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Table 4-5.
            Exception Generating Programs Within the AQUARIUS  Data Review and Verification System (Fountain and
            Hoff, 1985)
                        Program
                     Data Type0
            Audit Sample Summary
            Lab/Field Blank Summary
            Field Duplicate Precision Summary
            Instrumental Detection Limit Summary
            Holding Time Summary
            Conductance Check Calculations
            Anion/Cation Balance Calculations
            Batch QA/QC Summary
            Comparison of Form 4 and Form 5
            Comparison of Form 5 and Form 11
            Protolyte Analysis

            Audit Sample Window Generation
            Raw Data Listing
            QA/QC Flag Summary
            Reagent/Calibration Blanks and QCCS
            Calculation of Laboratory Penalties
            Matrix Spike Summary
            Modified Gran Analysis
              (FL, LL, FN)
              (B, LB)
              (R, D, Pairs)
              (All Species)
              (All Species)
              (All Species)
              (All Species)
              (All Exceptions)
              (pH and DIG)
              (pH and DIC)
              (DIC, DOC, pH, ANC, and BNC
               Data Evaluation)
"FL = Field Low Audit.
 LL = Laboratory Low Audit.
 FN = Field Natural Audit.
  B = Blank.
  D = Duplicate.
 LB = Laboratory Blank.
  R = Routine.
Program  flagged field and contract laboratory
measurements of pH, DIG, ANC, BNC, and DOC when
carbonate equilibria, corrected for organic protolytes,
were not  in  internal  agreement.  Additional data
qualifiers were added to a  given variable when the
QA samples within the same analytical batch (field
blanks,  field duplicates, or audit samples)  did not
meet the acceptance  criteria. Additional data
qualifiers were added if internal QC checks such as
matrix spike recovery, calibration and reagent blank
analyses,  internal  duplicate  precision,  required
instrument detection limit, QCCS percent recovery,
and required holding times were not met. In all cases,
each flag generated by AQUARIUS was evaluated
by the auditor for reasonableness and consistency
before it was entered into the data set.


4.4.4  Follow-Up with Contract Laboratories
Completion of the verification steps in sections 4.4.2
and 4.4.3  required follow-up with the contract
laboratory to confirm or correct reported data and
to reanalyze samples, if required. This follow-up was
the  most difficult  and time-consuming step in the
verification process, particularly when  requests to
the  laboratory were not specified  in the  original
statement of work. Typically, responses to requests
for confirmation or correction of reported data were
completed within  two to four  weeks. Re-analyses
were completed only if specified holding times had
not been exceeded.
4.4.5  Preparation and Delivery of Verification
Tapes
After the previous steps were completed, the data
were used to construct the verified data set. This
process required a consistent and trackable method
for  transferring the change records to ORNL. The
process  chosen  used data base  entries  called
"tuples." A tuple consists of an ordered set of seven
variables (batch ID, sample ID, variable, old flag, new
flag, old value, new value) which identifies a change
to the data set. Tuples can  be generated automat-
ically by AQUARIUS or manually by the auditor (e.g.,
changes and deletions). Tuples are stored in separate
data files until the  tuple listing  is ready  to be sent
to ORNL. At that time, a computer program combines
all of the tuple areas and appends the combined tuple
list  to the data set (flag, tag, or value changes) only
if the batch ID, sample ID, variable name, and  old
value match. The combined tuple list was written
to a magnetic tape and mailed to  ORNL  from NCC.
ORNL then processed  the tuple  list and  returned it
to NCC via a magnetic tape. Any illegal tuples ("no-
go's") which could not be applied to  the data  set
had to be reexamined by the QA staff. This procedure
was repeated approximately five times  before  the
final verified data set was generated.

4.5  Data Validation
The process of data validation was intended to assure
that data generated during the Phase l-Pilot Survey
                        46

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accurately  described  the  physical  and chemical
characteristics of the  study  area.  Validation, an
iterative process performed in conjunction with data
verification, highlights "unusual"  values, which
subsequently are  investigated for entry, transcrip-
tion, or analytical errors. Suspect values are  checked
against all data forms and the verified data  set, and
then flagged or changed, as appropriate.

Validation of the Phase l-Pilot Survey data consisted
of:

 1.  Frequency analyses

 2.  Univariate analyses

 3.  Multivariate scoping

 4.  Bivariate/multiple linear regression analyses

 5.  Multivariate analyses

 6.  Episodes screening

 7.  Reverification/validation  checks and  data
    correction/flagging

4.5.1  Frequency Analyses
In order to  develop  an appropriate  strategy for
validation,  it was necessary to  determine  first the
basic  structure of the  Phase l-Pilot Survey  data set.
The SASPROCFREQuency procedure (SAS Institute,
1985) was used to produce one, two,  three, four,
and five-way  frequency/cross tabulation analyses
of the verified data. The analyses were ordered on
various combinations of stream ID, batch ID, sample
ID, sample code, and individual  chemical variables,
each of which provided information on the s,  'cture
and completeness of the data base. As in verification,
this procedure can uncover errors such as duplicate
sample entries within  a batch of  samples, missing
stream IDs, invalid or incorrect stream IDs or sample
codes, and transcription errors.  Once the data base
structure was determined and  preliminary correc-
tions  were made, more advanced statistical proce-
dures were applied.

4.5.2  Univariate Analyses
The  first  approach  to outlier  detection  was to
consider  each  chemical  variable individually,
searching for values that were extreme with respect
to all  other observations in the data set. Univariate
analysis of the data consisted  of: basic summary
statistics with plots, and computation of univariate
fences. Univariate summary statistics, together with
histograms or stem and leaf diagrams, probability
plots, box plots, and the five extreme high and low
values were computed for all observed routine and
duplicate  values  of  each variable.  In addition to
identifying extreme  values,  these  techniques
provided useful information on the underlying data
distributions and variability.  For example, many of
the major  anion and cation concentrations demon-
strated log-normal distributions, which required data
transformations prior to  conducting  multivariate
tests. Seven data combinations were evaluated using
univariate statistics: ail data,  all spring data,  all
summer  data, spring downstream data,  spring
upstream  data, summer  downstream  data, and
summer upstream data.

A  unique  feature  of the  Phase  l-Pilot Survey
compared  to previous NSWS designs is the multiple
observations at each  stream reach through time.
These multiple observations  permitted computation
of univariate statistics for  all samples (regular and
duplicate)  collected from  each  reach.  Univariate
fences (Velleman and Hoaglin, 1981) were computed
for each stream using custom SAS programming and
the SAS  PROC UNIVARIATE (SAS Institute,  1985)
procedure. The fence procedure compares univariate
quartiles for each chemical variable computed under
SAS PROC  UNIVARIATE definition one: weighted
average of Xnp. An inner quartile range (i.e., the
difference between the first and third quartiles) was
used to establish various "hinges:"

     Inner lower hinge =  Q1 - (1.5 x QDIFF)
     Outer lower hinge =  Q1 - (3.0 x QDIFF)
     Inner upper hinge =  Q3 + (1.5 x QDIFF)
     Outer upper hinge =  Q3  + (3.0 x QDIFF)

where Q1 = 25th percentile, Q3 = 75th  percentile,
and QDIFF = Q3 - Q1. Any data value falling  inside
the  inner  hinges,  between the  inner  and  outer
hinges, or outside the outer hinges was so noted
and identified for further checking.


4.5.3  Multivariate Scoping
To examine relationships among two or more sets
of variables in the  validation  process,  it was first
necessary to specify which sets of variables should
be explored. Many such relationships could be based
on previous experience or upon formal geochemical
models. This process  is most suitable for bivariate
analysis, but the 4,600 potential bivariate pairs in
the  data  set  make this  approach to  validation
inefficient.  A  more  efficient procedure was to
perform  multivariate regressions  using several
related parameters, rotating  the dependent variable
and comparing predicted to observed values in order
to detect outliers.

Although multivariate suites could also be based on
geochemical models, we chose to take an empirical
approach. Correlation coefficients were computed
for all chemical  variables  measured  during the
Survey. Highly correlated variables then were placed
into 14 suites of variables (Table 4-6). Twelve suites
                                                                        47

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Table 4-6.   Variable Suites Obtained from Multivariate Scoping
        1. ANC (alkalinity)




        2. Aluminum (total)


        3. Calcium



        4. Chloride

        5. Specific Conductance





        6. Aluminum (organic extract)
       7. Potassium
       8. Ammonium
       9. Silica

       10. Turbidity
       11. pH (field lab)
       12. DIC (field lab)
       13. Calcium
vs.
vs.
vs.
vs.

vs.
                                                   vs.
vs.
vs.
vs.

vs.
vs.
vs.
vs.
       14. BNC (Acidity)
                                                   vs.
Calcium
Specific Conductance
Magnesium
Silica
pH (field lab)
Ammonium
Turbidity
True Color
Specific Conductance
Total Dissolved fluoride
Sulfate
Silica
Specific Conductance
Sodium
Total Dissolved Fluoride
Potassium
Magnesium
Sodium
Silica
Sulfate
Potassium
Magnesium
Silica
Total Extractable Aluminum
Magnesium
Turbidity
True Color
BNC
pH (field lab)
Magnesium
True Color
pH (initial and air-equilibrated)
DIC (initial and air-equilibrated)
Magnesium
Potassium
ANC
Specific Conductance
Silica
Sulfate
pH (field lab)
Aluminum (total)
Ammonium
Turbidity
True Color
Dissolved Organic Carbon
were used in  regression  analyses  (bivariate or
multiple linear), and two suites were used in the
SAS  Principal  Components Analysis and PROC
FASTCLUSter analysis.
4.5.4  Bivariate/Multivariate Linear Regression
Analyses
Although  the concentrations  of  neither of  two
variables in a single sample may be outliers within
their respective univariate distributions, the ratio of
the pair may reveal one of the values to be an outlier.
Scatter plots  were used to examine relationships
between pairs of observed and predicted values for
a given variable using simple and/or multiple linear
   regression analysis. For suites  1 through 4 and 6
   through  12 (Table 4-6),  simple linear or multiple
   linear regression analyses were performed, in which
   each variable was modeled as the dependent variate
   on all  other variables in the  suite. Only  specific
   conductance was modeled as the dependent variate
   for suite 5. Outliers were identified by a combination
   of visual inspection of regression plots of observed
   versus predicted dependent variates, and by use of
   a studentized residual threshold. Observations were
   identified as outliers  if the absolute value of the
   studentized residual [(actual - predicted) / (residual
   standard  deviation)]  was greater  than 4.  Each
   regression was repeated three times with outliers
   identification  and  removal  of  outliers  after each
   iteration.
                        48

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4.5.5  Multivariate Analyses
In contrast to multiple linear regression, in which
a single dependent variate is modeled on two or more
theoretically  (or  practically)  related  independent
variables, multivariate analysis enables examination
of several variables simultaneously. Suites 13 and
14 (Table 4-6) were examined using cluster analysis
and principal  components analysis. Cluster analysis
is a classification technique for identifying similar-
ities or  dissimilarities among observations. Each
observation is compared to others in the set and
is assigned to a group or cluster using a measure
of similarity. The PROC FASTCLUS procedure in SAS
(SAS  Institute, 1985), a non-hierarchical  divisive
method that is sensitive to outliers, was used in the
validation process.  Principal  components analysis
forms factors from linear combinations of the original
variables, such that the first factor reflects most of
the dispersion in the data. Each successive factor
explains  less variance.  If the  original  data  are
approximately normally distributed,  the resulting
factors are also approximately normal, and a  plot
of any two components results in an elliptical cluster
with outliers displaced from the ellipse.
4.5.6  Episodes Screening
The purpose of episodes screening was to identify
chemical  values attributable to rain storms that
occurred immediately before or during  field sam-
pling, in order to exclude these data from population
estimate  computations. The  purposes of this
exclusion are explained in Section 2.2.2. Preliminary
data screening precipitation  data from the three
NOAA meteorological stations in the study area, field
(Data Form 4; Figure  3-4) records of precipitation
and cloud cover, date and time of sampling, staff
gauge height and direction of change (if any), and
turbidity data. Four screening criteria were devised:

 1.  Precipitation > 0.1 inch on the same date at
     a meteorological station.

 2.  Indication of rain on field Data Form 4 (light,
     heavy, or previous).

, 3.  Gauge  height >  0.25 ft  over other  spring
     measurements.

 4.  Turbidity increase (4x if baseline value is > 10
     NTU, 2x otherwise).

For a particular sample to be flagged as an episode,
three of the four criteria had to be met. Eight spring
episode samples were identified as a result of the
screening process and substituted by calibration in
the enhanced data set.

Summer  episodes  and upstream  episodes Were
difficult to detect  using the  screening  technique
described above, due to the lack of readily compar-
able staff gauge orturbidity data. Several alternatives
involving  comparisons  using  spring  downstream
data were explored, most of which failed to provide
clear decision criteria. During the validation process
described in the  following section, samples with
multiple chemical outliers were flagged as potential
episodes,  and  cross-checked against criterion 1 or
2 above. Satisfying either criterion caused an episode
flag to be generated. All of these flagged values were
carried  into the enhanced data  set, because  no
substitute numbers were available,  but the values
have  been treated as missing  in  some of  the
statistical comparisons, as noted in Chapter 5.

4.5.7  Reverification/ Validation and Data
Correction/Flagging
The end product of the six validation steps was a
master matrix of samples containing outliers. This
matrix was ordered by stream ID, sampling point
location (upstream and downstream), and time of
sampling  (any of four spring and  one  summer
sampling  intervals);  outliers  were  identified  by
chemical variable, and coded by a symbol denoting
the particular test  (or  tests)  that  identified that
observation as an outlier. Each code also specified
whether the  routine  and/or  duplicate  value (if
available) was  flagged.

The validation  matrix was sent to the QA/QC group
for reverification. All questionable values were re-
examined for data entry or  other  errors. The
reverified data then  were subjected to a sample-by-
sample examination by the NSS technical manage-
ment team that resulted in a series of validation flags
(Table 4-7).

Substitution (U) flags  were set for variables under
three conditions:

 1. Downstream episodes: datum replaced with
    average of remaining two spring downstream
    samples (U1).

 2. Datum flagged for which a duplicate analysis
    was  not flagged: regular sample datum
    replaced  by duplicate  or duplicate datum
    dropped (U2-U4).

 3. Datum was  impossible  (e.g.,  extractable
    aluminum was higher than total aluminum) but
    no duplicate was available: datum was replaced
    by calibration using a bivariate or multivariate
    model developed  as  part of  the validation
    process (Section 4.5.4) (U2-U4).

Very few data were substituted under the last rule.

Validation (K)  flags were used when data were
identified as outliers during validation, but not during
                                                                        49

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Table 4-7.   NSS Validation Flags
        Substitution Flags
              U1
              U2
              U3
              U4

         Validation Flags
              K1
              K2
              K3
              K4

     Verification/Validation Flags
              W2
              W3
              W4
Downstream Spring Episode
Univariate Outlier
Multivariate Outlier
Univariate and Multivariate Outlier
Episode—(No substitute value available)
Univariate Outlier
Multivariate Outlier
Univariate and Multivariate Outlier
Univariate Outlier—(no substitute value available)
Multivariate Outlier—(no substitute value available)
Univariate and Multivariate Outlier—(no substitute available)
the verification process. Generally, it is assumed that
these data represent "unusual" but not necessarily
incorrect numbers.  Summer  or  upstream episode
samples, for  which  no substitute  values were
available,  represent a special  case  (K1) of  such
situations. Other examples may indicate transient
pollution or contamination of sample containers.

Verification/validation (W) flags were  generated
when data were identified in both validation and
verification procedures. These data  may well  be
incorrect, but no clearly superior substitute values
were available.  Virtually all  such cases involved
small discrepancies in  the validation models, or
involved chemical  concentrations  close to the
detection limit for the variable.  In general, it was
assumed that the averaging  process  employed in
constructing the enhanced data base would decrease
the  impact  of  most small  analytical  errors  on
population distribution estimates.

Once validation was completed, a  final list of
validation change tuples was produced and sent to
ORNL, accompanied by instructions for building an
enhanced data set. This data set  is the final product
of verification and validation, although intermediate
raw and verified (but  final) data sets also are
produced. In the complete version of the enhanced
data base, episode values have been given a sample
code of "EA"  if  substitute  values are available, or
"E"  if substitute values are not available (e.g., spring
upstream, summer  upstream,  or summer down-
stream observations). Routine/duplicate observation
pairs are averaged and given  a sample code, "DA."
Appropriate verification and validation changes have
been made in the enhanced  data set, but all tags,
flags, and comments were  dropped. These QA/QC
data remain available in the final validated data set.

4.6  Data Management and Quality
Assurance Results
The success  of the  Phase  l-Pilot  Survey data
management and QA program  can  be judged on
     several counts, including the efficient performance
     of the system in  recording and tracking data, the
     efficiency of the verification and validation processes
     in identifying and treating suspect values, and the
     degree of accuracy and  precision attained in the
     analytical  data themselves. These issues are
     addressed in the following section.
     4.6.1  Data Base Management Performance
     One measure of data base management perform-
     ance for the Phase l-Pilot Survey is the length of
     time required to complete the various data bases
     described in Section 4.3.2. The corresponding dates
     are:
      17 July 1985

      30 August 1985

      30 October 1985

      30 January 1986

      30 March 1986
Field sampling
complete
Raw data base
complete
Verified data
base complete
Validated data
base complete
Enhanced data
set complete
     These  dates reflect completion of the "first draft"
     of each data set. Reverification changes (none  of
     which  involve numeric data changes) were finalized
     on 30 May 1986.

     The eight-month period required to produce a near-
     final enhanced data set was not unexpectedly  long
     considering that more than 22  x 103 numerical
     chemical data alone are represented in the data base,
     in addition to flags, tags,  site, and geographic data.
     Raw data  were  generally available in  machine-
     readable form within  seven weeks of collection for
     'preliminary analyses. Several data transfer protocols
     are being initiated in Phase I  that are expected to
     shorten some communications delays, and many of
     the validation procedures that had to be developed
                        50

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 specifically for  the  Phase  l-Pilot Survey can  be
 transferred with minor modifications to Phase I.

 4.6.2  Verification/ Validation Performance
 Because a strict QA/QC program was adhered to
 throughout the period of operations, any problems
 that were encountered were detected and resolved
 quickly through the daily QA contact.  Examples of
 issues that were addressed as a result of such calls
 included:
  1.  incorrect  calculations  in  reporting  inorganic
     and organic extractable aluminum and chloride
     data;
  2.  use of contaminated matrix modifier (lantha-
     num chloride) for calcium analysis by flame AA
     that resulted in high calcium values;

  3.  indications  of  negative  bias  in  manganese
     analysis by evaluation of audit sample data;

  4.  use of an analytical method for nitrate analysis
     that was not specified by the IFB contract;
  5.  illegible  data  reported  by  the  contract
     laboratory;
 6.  a brief aluminum contamination episode at the
     field laboratory due to presence of large amount
     of dust;

 7.  temporary contamination of aliquot #3 at the
     field laboratory; and

 8.  inconsistent  temperature correction  and
     reporting of in situ conductivity and QCCS data.

the  preliminary  QA/QC sample data, obtained
during daily communications, provided guidance for
QA staff to identify  and solve  most of the issues
that arose,  resulting in minimal  impacts on the final
data set. Several protocol  changes  were  imple-
mented during the Survey, and others were made
after the Survey as a result of  data evaluation. All
changes were incorporated  into the final QA Plan
for Phase I  (Drous6 et al., 1986).

Table 4-8 presents the final results of the verification
and  validation processes.  The verification data
include all routine, duplicate, trailer duplicate, audit,
and blank samples; validation data address all  but
audits  and blanks.  There were a  total of  20,613
Table 4-8.   Results of Verification/Validation: Numbers of Observations Flagged and Numeric Changes Made (and percent
           of total observations) in the NSS PIPS Data Base (excluding episode flags)
Chemical Variable
Acidity
Al (extractable)
ANC
Al (organic)
Al (total)
Ca
Cl
Color
Conductivity (lab)
Conductivity (in situ)
DIC (equilibrated)
DIC (initial)
DIC (field lab)
DOC
Fe
F (total)
K
Mg
Mn
Na
NH4
N03
pH (field-closed)
pH (field-open)
pH (acidity)
pH (alkalinity)
pH (equilibrated)
pH (field lab)
P
Si02
SO4
Turbidity
Total
Number of
Observations
668
668
668
668
668
668
668
724
668
339
668
668
724
668
668
668
668
668
668
668
668
668
339
339
668
668
668
724
668
668
668
724
Number (Percent)
of Observations
Flagged in
Verification
206 (30.8)
97 (14.5)
130 (19.5)
86 (12.9)
374 (56.0)
176 (26.3)
201 (30.1)
0 (0)
45 (6.7)
10 (2.9)
150 (22.5)
214 (32.0)
70 (9.7)
113 (16.9)
112 (16.8)
89 (13.3)
48 (7.2)
27 (4.0)
306 (45.8)
31 (4.6)
38 (5.7)
275 (41.2)
0 (0)
0 (0)
311 (46.6)
0 (0)
0 (0)
42 (5.8)
166 (24.9)
120 (18.0)
165 (24.7)
0 (0)
Number (Percent)
of Numeric
Changes from
Verification
0 (0)
2 (0.3)
1 (0.1)
13 (1.9)
7 (1.0)
0 (0)
3 (0.4)
0 (0)
1 (0.1)
7 (2.1)
4 (0.6)
11 (1.6)
0 (0)
15 (2.2)
1 (0.1)
1 (0.1)
2 (0.3)
0 (0)
287 (43.0)
1 (0.1)
0 (0)
72 (10.8)
0 (0)
0 (0)
0 (0)
0 (0)
0 (0)
0 (0)
1 (0.1)
8 (1.2)
2 (0.3)
1 (0.1)
Number (Percent)
of Observations
Flagged in
Validation
6 (0.9)
15 (2.2)
2 (0.3)
7 (1.0)
9 (0)
5 (0.7)
0 (1.3)
6 (0.9)
1 (0.1)
2 (2.9)
0 (0)
0 (0)
0 (0)
5 (0.7)
10 (1.5)
2 (0.3)
2 (0.3)
3 (0.4)
1 (0.1)
5 (0.7)
10 (1.5)
3 (0.4)
3 (0.9)
2 (0.6)
5 (0.7)
3 (0.4)
45 (6.7)
1 (0.1)
5 (0.7)
2 (0.3)
5 (0.7)
8 (1.1)
Number (Percent)
of Numeric
Changes from
Validation
0 (0)
2 (0.3)
1 (0.1)
9 (1.3)
0 (0)
0 (0)
2 (0.3)
0 (0)
0 (0)
0 (0)
0 (0)
0 (0)
0 (0)
1 (0.1)
0 (0)
0 (0)
0 (0)
0 (0)
1 (0.1)
0 (0)
1 (0.1)
6 (0.9)
0 (0)
0 (0)
1 (0.1)
0 (0)
45 (6.7)
0 (0)
1 (0.1)
0 (0)
2 (0.3)
0 (0)
                                                                        51

-------
individual observations subjected to verification. In
situ dissolved oxygen and stream temperature data,
although  not  included  in  these  statistics, were
examined manually and were found to be realistic.
Of all the data,  17.5%  (3,602 observations) were
flagged,  but only  2%  (440 observations) were
changed  numerically. The majority of the numeric
changes  resulted  from  chemical  reanalyses,  as
discussed in Section 4.4.4. Most of these numeric
changes  were less than 1% of the original values
reported.

Since audits and blanks accounted for 5,027 of the
20,613 observations subject to verification (ca. 25%),
validation addressed the remaining 15,586 values.
Of this number,  only 1% (173 observations) were
flagged during validation, and less than 0.5% (72)
were actually changed. Forty-five of the 72 numeric
changes  involved the  first seven batches  of
equilibrated-pH values, for which calibrated values
were substituted based on mobile and  laboratory pH
observations.  The verification/validation  results
indicate that very few values were found to be in
error and subsequently changed.


4.6.3  Data Quality
The success of the Phase l-Pilot Survey ultimately
will be judged on the ability of the data to produce
robust population  distribution  estimates  for  the
primary NSS variables of interest. Error in these
estimates can arise  from two primary sources:
sampling error and analytical error. The first source
is a function of  the variability  of the  natural
environment and the sampling design. The second
is largely a function of the degree to which sampling
and analytical protocols are  capable of providing
accurate  data with  acceptable levels of precision.
The statistical data in this  section  can  be  used to
answer some of these questions. Some of the QA
results that have a bearing on the interpretation of
the data in Chapter 5 are summarized in this section.
Drous6 (1987) provides  a more detailed treatment,
including the degree to which contractual analytical
targets were met.


4.6.3.1   Detection Limits
During the Survey, 71 field blanks were processed,
and  the  data  provide  an overall  estimate of the
normal  background  contamination that  occurred
during sampling  and analysis. Table 4-9 shows the
nonparametric decision limit for each variable based
on a statistical evaluation of the verified blank data.
This value represents the concentration  limit, above
which the analyte can  be  detected with a known
degree (p = 0.5) of confidence.

For most  of the  variables, the prespecified targets
of the NSS  QA Plan were  met (Drouse", 1987).
However, data for the following variables indicated
background sources of contamination that caused
the decision limit to be appreciably higher than the
required detection limit:

 1.  Ammonium—although  the detection  limit
     exceeded the prespecified target for ELS lakes,
     concentrations in streams below 21 /ug L~1 (1.1
     yueq L~1)  are  unlikely to  be of  interpretive
     significance.

 2.  Total aluminum—contamination  may  result
     from digestion reagents or dust in the field or
     contract laboratories. Again, 0.062 fjg L"1 is
     probably an  acceptable  detection limit in
     streams, where some colloidal aluminum may
     pass through the 0.45-/um filters, but has little
     interpretive significance.

 3.  DIG—the background level in a blank exposed
     to air was  approximately  0.2 to 0.3 mg L"1,
     which affects the results for samples that have
     low DIG as  a result of CO2 undersaturation or
     low ANC.

 4.  DOC—blank background levels were approxi-
     mately 0.1 to 0.3  mg L"1, apparently from COa
     contamination. This value is above the concen-
     tration  of DOC of most Southern Blue Ridge
     streams sampled during the study.

 5.  Total P—0.008 mg L"1 should be adequate for
     interpreting most stream  data with respect to
     acid deposition,  although many  unpolluted
     streams will have P  concentrations below this
     value.

 6.  Nitrate—Contamination is suspected by HNO3
     vapors in the hood where aliquots are prepared.
     This detection limit  is not unacceptably high,
     but reducing it is desirable, given the potential
     importance of the  anion  in  terms of acid
     deposition.

 In  summary, most detection  limit  goals  were
 achieved in the laboratory. However, in interpreting
 the data, the data user must take the results from
 the field blanks into consideration. If the background
 value from sample collection and handling is higher
 than the laboratory (system) detection limit, obtain-
 ing extremely low detection limits in the laboratory
 is  meaningless. The  decision  limit  and  system
 detection limits must be considered as the real limits
 for data interpretation.
4.6.3.2   Precision
Sampling and  analytical variance, apart  from
temporal (> 1 hour) variations in stream chemistry,
can arise in  the survey from three major sources:
                       52

-------
Table 4-9.    System Decision Limits and Precision  Estimates9 Based on Interbatch Analysis of Field Audits and Intrabatch
            Analyses of Field, Trailer, and Laboratory Duplicates (Drouse, 1987)
Variables
Al, organic ext.
Al, total ext.
Al, total
ANC {fjeq I"1
. BNC (/aeq I/1)
Ca
cr
Conductance (juS cm"1)
DIG,, air equilib.
DIG, initial
DOC
F~, total dissolved
Fe
K
Mg
Mn
Na
NH/
N03"
P, total
pH, acidity
pH, alkalinity
pH, air equilib.
Si02
S0<
pH (field lab)
DIG (field lab)
True Color (PCU)
Turbidity (NTU)
Non-parametric
System
Decision
Limit(P95)b'c
0.002
0.002
0.062
-
-
0.04
0.06
0.92
0.36
0.20
0.54
0.005
0.004
0.009
0.004
0.002
0.011
0.021
0.028
0.008
-
-
-
0.062
0.040
-
-
-
-
Field
Audits
(FN4)d
32
23
11
h
14
3.0
h
0.99
h
h
6.6
2.7
10
2.1
1.5
5.4
1.5
h
7.0
h
0.05s
0.05"
0.03e
h
2.8
-
-
-
-
Field
Duplicates
39
12
20
5
9.5
2.3
2.2
0.8
7.1
9.8
6.2
2.1
25
3.8
1.1
8.9
1.1
10
5.9
5.1
0.086*
0.083*
0.11*
8
3.3
0.05
4.00
21.5
14.9
Lab
Duplicates
5.1
5.1
12.89
-
-
1.2
1.6
0.5
2.3
2.5
2.3
1.2
18.2
1.1
0.8
6.0
0.8
7.7
3.6
5.1
0.03*
0.02*
0.03*
1.6"
1.9
0.03
3.36
11.7
10.4
"Root-mean-square of % relative standard deviation based on pairs with x > 10 times standard deviation of field blank.
"All variables are measured in mg/l unless otherwise indicated.
cPas= the 95th percentile of 71 field blank measurements.
dBig Moose Lake (FN4).
"Absolute standard deviation.
'Root-mean-square of standard deviation.
9x > 10 times standard deviation of the reagent blank.(
hx< 10 times standard deviation of the field blank.
(1) a field component associated with short term
temporal variability  in stream  chemistry, (2) an
analytical component associated  with  subsampling
an aliquot  of  water and random variation  in
instrument response within an analytical batch, and
(3) an analytical component associated with batch-
to-batch  variation in  instrument  calibration  and
response. The relative importance of these sources
of  variation can be  assessed  by comparative
statistical evaluations of analyses of field audits, field
duplicates, and laboratory and trailer duplicates. The
relative degree  of precision in these analyses also
is shown in Table 4-9.

Precision of the various sets of analyses, with the
exception of pH, are expressed as root mean squares
of percent relative standard deviations of all samples
or sample pairs above the system quantitation limit.
The system  quantitation limit,  represented by ten
times the standard deviation of the corresponding
blank  concentrations, assures  that individual
samples considered in the analysis have sufficiently
high analyte  concentrations  that  their  expected
precision  is  constant. This practice insures  that
samples with analyte concentrations near the
detection limit do not provide a false picture of the
interbatch or duplicate precision.

For most variables, interbatch variance, as estimated
from repeated measurements of the Big Moose Lake
field audits, exhibits the lowest degree of precision.
However, except for metal species,  the relative
standard deviation is typically less than 10%. Within-
batch  duplicate precision  was better for  most
variables, with pairs exhibiting the highest precision
associated with species that travel in colloidal form
in streams, and thus may be expected to exhibit some
degree of sampling variability when  compared with
                                                                           53

-------
even single sample aliquots of lake water. Laboratory
duplicate precision was better still, as expected, and
represents the highest degree of precision that could
likely be achieved in a project such as the NSS.
4.6.4  Summary
The QA/QC and data  management program func-
tioned well in the Phase l-Pilot Survey and produced
a data set of known and acceptable quality in time
to meet  project objectives. Much was  learned,
however, about how to avoid or minimize future QC
problems and delays in data transfers and verifica-
tion and validation procedures. The new protocols
were implemented in the Phase I Research Plan (U.S.
EPA, 1985b; Drouse et al., 1986).
                       54

-------
                    5.  Population Estimates and Stream Classification
5.1   Introduction
The primary objectives of the National Stream Survey
are (1) to provide population estimates of streams
that  are  currently acidic (low pH) or potentially at
risk from acid deposition (low ANC), and (2) to classify
streams for further intensive studies. Future studies
will  aim at determining temporal (e.g., episodic)
variability, biotic conditions, and long-term trends,
and will require that the results can be extrapolated
to some larger target population of streams with
known confidence. The approach to these objectives
taken in the Phase l-Pilot Survey was to "overdesign"
a synoptic survey of streams focused on a relatively
small geographic area. That is to say, more samples
were taken during  the  Pilot  Survey  than were
expected to be necessary, in order to establish the
minimum acceptable sampling  design needed to
meet the NSS objectives on a regional basis in Phase
I. This chapter illustrates, on the basis  of Phase I-
Pilot Survey data, the types of results that could be
expected from a full scale synoptic survey of streams
and  establishes the  minimum number  of samples
required to meet the Phase I project objectives.

The  results presented here thus fall  into two
categories: population  distribution estimates and
stream classifications. We first consider alternative
methods for calculating and displaying population
estimates. Results from the three spring sampling
replicates and the summer sampling  are compared
in order  to determine the effect of sampling date
and replication on population estimates  and stream
classifications. Chemical  data from upstream and
downstream nodes are  compared in  order  to
establish the desirability of sampling two points on
each reach during Phase I field work. Following these
discussions relating to survey  design and  data
analyses, we consider the ways in which the Phase
I  data will likely be  interpreted  in order to provide
incremental information inputs  to the assessment
process. This discussion necessarily focuses on the
Southern Blue Ridge as an example. Some caveats
and pitfalls also are noted and discussed.

The chapter then turns to the issue of classification,
the second  major goal of the  NSS. Examples of
classification based both on subjective (geographical
and  geochemical) and objective (cluster analysis)
interpretations are presented.  Some examples of
how the resulting classification  might be used to
interpret historical  data collected at  the  special
interest sites in the Phase l-Pilot Survey also are
discussed.  It is  important to note that any future
classification schemes must depend on the specific
nature of the intended research.
5.2   Population Estimates
Just as  population  distributions  for  geographic
characteristics were estimated from the first  and
second stage samples (Table 2-2), the distributions
of chemical variables also can be estimated based
on the chemical  data collected from the reaches in
the  second  stage sample. The  generation of
cumulative population distribution  curves for each
chemical variable satisfies the first two primary
objectives of the  NSS (Section 1.3). Graphical  and
tabular outputs showing the distribution estimates
for  six primary  NSS variables  (pH, ANC, sulfate,
nitrate, chloride, and  extractable  aluminum)  are
shown in Figures 5-1 through 5-6. The six variables
presented here are of particular interest because
they indicate present levels of acidity (pH) or potential
susceptibility (ANC); they are critical determinants
of toxicity commonly associated with atmospheric
acidification (extractable aluminum); or they involve
anions (sulfate  and  nitrate)  that  are  commonly,
though not uniquely, associated with atmospheric
acids. Chloride was included as a possible indicator
of nonpoint  source pollution  (from  agricultural
runoff, road de-icing, or wastewater effluent
disposal) in these streams. The region is  too far from
the ocean to exhibit significant chloride deposition
from marine aerosols. While few interpretations can
be based on single variables alone, the  distribution
of these variables within and among streams in the
probability sample is useful in evaluating the utility
and  modifying the design of future NSS Phase  I
activities.  Similar distribution  estimates for  the
remaining NSS chemical variables  can  be found in
Appendix A of this report (Figures A.1 -A.23).
5.2.1  Graphical Displays
The distribution estimates in Figures 5-1  - 5-6 are
based on the mean value for  each constituent at
the downstream sampling node of each reach over
the three spring visits.  Water samples  collected

-------


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Figure 5-2.    Population distribution estimates for average spring downstream acid neutralizing capacity ANC in streams in
               the NSS Phase l-Pilot Survey.
  1.0
  0.8


fo.6

I

|0.4J

3
E
00.2
  0.0
          . Data Subset = Downstream Spring Averages

                                   Number of Reaches
                                   	^Proportion S X
                                   	Upper 95% Cl
                                                              1.0
                                                              0.8
                                      c
                                      o
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                                      a.

                                      I
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            100
200
         300
                 400
                                  500
         600
                 Acid Neut. Capacity (pieq L"1)
                                                        Variable = Acid Neut. Capacity
                                                                          Water Surface Area
                                                                           	Proportion ^ X
                                                                           	Upper 95% Cl
                  100     200     300     400     500

                       Acid Neut. Capacity (//eq L"1)
                                                                                                                  600
  1.0
  0.8
to.6

I
§
10.4
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  0.0
                                   Length'of Reaches
                                   ™	Proportion ^ X
                                   	Upper 95% Cl
                                                             1.0
                                       §0.8
                                      l"
                                      ra
                                        0.4
                                      O
100
200
        300
                                     400
500
                                        0.2
       0.0

600       0
                                                                          Total Drainage Area
                                                                          ——Proportion ^X
                                                                          	Upper 95% Cl
                Acid Neut. Capacity (//eq L"1)
100     200      300     400      500     600

     Acid Neut. Capacity (//eq L~1)
Population Estimates

Totals
20 %ILE Gueq L"1)
40 %ILE (peq L"1)
Median Oueq L"1)
60 %ILE fc/eq L"1)
80%ILE(peqL"1)
Sample Sizes
Actual Unique
Number of
Reaches
2021
86.64
102.59
119.61
134.26
197.69

Effective
Water
Surface Area
(Hectares)
4633
65.03
87.73
98.58
110.03
216.11

Min
Reach
Length
(km)
8963
72.67
102.48
115.53
138.41
217.53
Sample Weighted Statistics (//eq
Max Mean
Total
Watershed Area
(sq km)
51215
72.84
89.41
98.03
108.09
181.45
L-1)
SD
       54
 54
                                    84
                                        16.18
                                                              1710.5
                                                                            252.02
                                                         399.14
                                                                                      57

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Figure 5-4.    Population distribution estimates for average spring downstream nitrate concentrations in streams in the NSS
               Phase I-Pi lot Survey.
   1.0
 § 0.8
 c
 o

 I 0.6

 >
 +••
 J5
   0.4
o
   0.2
   0.0
              Data Subset = Downstream Spring Averages
                                     Number of Reaches  "'
                                     	Proportion & X
                                     	Upper 95% Cl
                10
         20        30

        Nitrate GueqL~1)
                                              40
                      50
                                                               1.0
                                                                   Variable = Nitrate
                                             cO.8
                                             o
                                             C
                                             o
                                             Q.

                                             1 0.6

                                             I
                                             §0.4

                                             O
                                                               0.2
                                                               0.0
                                                                                 Water Surface Area
                                                                                 	Proportion § X
                                                                                 	Upper 95% Cl
              10
           20
      30
                                                                                     Nitrate (y^eq L  )
                                                                                          40
                                                                                                                     50
   1.0
   0.8
c
o

I 0.6
£

.1
o  0.4
3
E
o
   0.2
  0.0
                                    Length of Reaches
                                    	;, Proportion g X
                                    	Upper 95% Cl
               10
                         20        30

                       Nitrate (/ueq L"1)
                            40
                                                               1.0
                     50
                                              0.8
                                            c
                                            o
                                            C
                                            o
                                            §•0.6]
                                            Q_
                                            a 0.4
                                            3
                                            E
                                            O
                                             0.2
                                                              0.0
                                                                                Total Drainage Area
                                                                                      Proportion S X
                                                                                	Upper 95% Cl
                                         10
                       20         30

                     Nitrate (/jeq L"1)
                                                                                         40
                                         50
                              Number of
                               Reaches
                                                              Population Estimates
                                       Water
                                    Surface Area
                                     (Hectares)
                                             Reach
                                             Length
                                              (km)
                                          Total
                                     Watershed Area
                                         (sq km)
Totals
                                 2021
     Actual
       54
Sample Sizes
   Unique
     54
Effective
  84
                                       4633
                                              8963
                                                                                                       51215
20 %ILE (Aieq L"')
40%ILE(//eqL~1)
Median (/*eq L'1)
60%ILE&ueqL'1)
80%ILE(/ueqL~1)
2.99
4.89
7.55
10.85
23.38
2.65
7.51
9.91
10.84
16.63
2.86
4.98
6.98
10.09
20.36
2.01
9.57
9.89
10.82
13.77
Min
0.66
                                                                      Sample Weighted Statistics (yeq L 1)
 Max
41.83
Mean
12.08
 SD
10.55
                                                                                       59

-------
Figure  S-5.
  1.0
  0.0
Population distribution estimates for average spring downstream chloride concentrations in streams in the NSS
Phase 1-Pilot Survey.
               Data Subset = Downstream Spring Averages
                                                1.0
                                    Number of Reaches
                                    —	Proportion fe X
                                    — — Upper 95% Cl
              20
                        40        60
                       Chloride (pieq L"1)
                               80
                                                              0.8
                                                                          Variable = Chloride
                                                                                  Water Surface Area
                                                                                  	 Proportion § x
                                                                                  	Upper 95% Cl
                                        20
                       40        60
                     Chloride 0"eq L"1)
                                                                                           80
                                                                                100
  o.o 4-
     0
                                    Length of Reaches
                                          Proportion S X
                                                              1.0
                                                              0.8
               20
          40        60
       Chloride (#eq L"1)
                                                                                  Total Drainage Area
                                                                                  	Proportion fe X
                                                                                  	Upper 95% Cl
                                        20
                       40        60
                    Chloride (/aeq L"1)
                                                                                           80
                                                                                100
     Actual
       54
                 Sample Sizes
                                                             Population Estimates



Totals
20 %ILE U/eq L"1)
40%ILE(A
-------
Figure  5-6.    Population distribution estimates for average spring downstream extractable aluminum concentrations in streams
              in the NSS Phase I-Pilot Survey.


                      Data Subset = Downstream Spring Averages     Variable = Extractable Aluminum
                                                             1.0
  0.0
                                                                                               Water Surface Area
                                                                                                     Proportion ^ X
                                                                                               	Upper 95% Cl
Number of Reaches
	Proportion 2 X
	Upper 95% Cl
             5       10      15      20

                 Extractable Aluminum (fig L
                                     5       10      15       20

                                        Extractable Aluminum {/jg L"1)
                                    Length of Reaches
                                    	Proportion ^ X
                                    	Upper 95% Cl
                                                            Total Drainage Area
                                                            	Proportion ^ X
                                                            	Upper 95% Cl
                 Extractable Aluminum (fjg L 1)
                                     5       10      15       20

                                         Extractable Aluminum (/jg L~
Population Estimates
Number of
Reaches
Totals
20 %ILE (iJtg L'1)
40 %ILE (jug L"1)
Median (jug L"1)
60 %ILE (jug L"1)
80 %ILE (jug L"1)
Sample Sizes
Actual Unique
54 37
2021
2.33
3.00
3.24
3.51
4.93

Effective
84
Water
Surface Area
(Hectares)
4633
2.33
3.20
3.50
3.67
6.18

Min
1.20
Reach Total
Length Watershed Area
(km) (sq km)
8963
2.33
3.00
3.24
3.67
5.51
Sample Weighted Statistics (jug L~1)
Max Mean
23.33 3.93
51215
2.58
3.37
3.47
3.67
5.44

SD
2.70
                                                                                      61

-------
during seven rainfall events that occurred during the
third sampling period have been excluded.

The curves represent the target reach population
distribution estimates for the various water chem-
istry variables in terms of number of reaches (upper
left), stream length (lower left), stream surface area
(upper right),  and a  preliminary  discharge  index
based solely on drainage area (lower right). The four
types of distributions in  Figures  5-1  - 5-6  are
interpreted similarly. Values  on the vertical axes in
the graphs represent the proportion of the total target
reach attribute (reach number, length, surface area,
or discharge index) within the survey area estimated
to have a value for any particular chemical variable
greater than or equal to the corresponding value of
that variable along the x  axis (less than or  equal
to for pH and  ANC). The pH and ANC plots were
ordered  differently because  it  is the  lower  values
that are of greater environmental  concern, rather
than the higher values.

The dashed lines  above the cumulative distribution
curves represent  the 95% upper confidence bound
for the  estimate. The NSWS estimates thus are
viewed  from  a "worst case"  standpoint, i.e., the
maximum percentage of lakes or streams in the
respective target populations that could reasonably
be expected to be below some particular value for
pH or ANC. An alternative viewpoint might be based
on the minimum  95% confidence bound, i.e., the
minimum percentage  that  could  be expected to
exhibit a particular pH or ANC concentration. A lower
one-sided 95% bound would appear symmetrical to
the upper bound  about the cumulative distribution
curve.

The tabular data at the bottom of each  figure include
values for the four quintiles and the median of each
distribution. These figures permit rapid quantitative
comparisons and provide  an estimate  of the total
resource  in the  target population based on the
second  stage sample.  For example.  Figure  5-1
indicates  that 20%  of  the  2021  reaches  in the
Southern Blue Ridge target population are estimated
to have  "index"  pH  values below 6.86 (the first
quintile), while half were below 7.03 (the median).
If the proportions are based on kilometers of reach,
20%  of  the  8963 km of streams  in the  target
population were characterized as having a pH less
than 6.84, and so on. Sample  means and standard
deviations, weighted to account for the non-uniform
inclusion probabilities of each reach, are also shown.
Actua!, unique, and effective sample sizes (Overton,
1985) also are included in each figure. The actual
sample size is the number of reaches in the second
stage sample; the unique sample size  is the number
of uniquely occurring values for each variable, and
the effective sample size is the number of grid points
(including non-target reaches) associated with the
second stage sample.
5.2.2  Alternative Measurement Variables
The representation of alternative distributions based
on four different reach  attributes is provided to
stimulate discussions on the relative merits of these
(or other)  forms of expressing the distributions of
the chemical variables for future Phase  I results.
Frequency distribution curves indicate the proportion
of the total number of reaches which were above
or below some reference value and  are  relatively
easy to  understand.  Frequency distributions,
however,  treat  reaches of  different length  and
discharge equally. For this reason they may present,
for example, a misleading picture of low ANC waters
if ANC is correlated with reach length, drainage area,
discharge, or position in the discharge network.

Expressing the  estimates as  length distributions
(lower left frame) gives a better picture of the total
resource, but still treats large and small streams of
the same length equally. The length distribution
estimate, as presented in the figures, assumes that
the  value  of the chemical  variable is  uniform
throughout the length  of the  reach,  and equal to
the value  at  the lower node. The extent  to which
this approximation may be reasonable is evaluated
below. An alternative is to collect data at more than
one point on the reach and to interpolate the results
to a number of segments within each target reach.

A crude aquatic habitat area index was calculated
by multiplying reach  length by mean stream  width
measured at the two sampling  nodes. The resulting
index ("water surface area") was used to  construct
the areal distribution curves in the upper right frames
of Figures 5-1 - 5-6. These areal distribution curves
indicate the  proportion  of combined reach  water
surface  area  above or below some reference value
of a  chemical  variable.  Fisheries managers  fre-
quently refer to "weighted  usable  area"  as  a
measure of the amount of aquatic habitat available
to any particular species. Weighted usable area  is
often calculated  on  the basis of velocity, depth,
substrate, and other  physical variables (e.g., Bovee
and  Cochnauer, 1977).  While it can be seen  that
such a measure would quantify the "usable" portion
of the total aquatic surface area indexed in the Pilot
Survey,  the calculation  of that habitat portion for
the sample  of 54 streams was  beyond the  scope
of work in the Survey.

The lower right frames in the distribution estimate
figures display preliminary discharge index distribu-
tions, which were calculated solely on the basis of
total watershed area (ai + ag) of the target reaches
(and are  thus  labeled).  When  multiplied by an
                       62

-------
appropriate net precipitation index value, discharge
index values estimate the discharge at the down-
stream nodes of target reaches. Total watershed area
(discharge index) distribution curves indicate, on the
basis of watershed area, the proportion of target
reaches above or below a given reference value of
a chemical variable.

The total population of target reaches within the Pilot
Survey area includes drainages ranging from 1 to
155 km2, with smaller drainages nested within larger
ones. The estimated total watershed area of 51,215
km2  for  the target reaches  in Pilot Survey  area,
therefore, includes drainage areas counted  more
than once and should not be construed to represent
the total land area drained by the network of target
reaches. Once adjusted for runoff, the total discharge
index would provide  an estimate of the sum of the
discharges at the  downstream nodes of ali target
reaches  in the  population, summing the discharge
of all reach segments within a hierarchical network
of target reaches.

While a stream discharge index is not a particularly
good measure of available fish habitat, the prelimi-
nary discharge index distributions,  once  refined,
would provide  a  useful picture  of  the  chemical
composition of water moving through the target
stream  population. The best interpretation of the
curves as they are  presently shown is that they
estimate the  instantaneous, discharge-weighted
distribution  of the  chemical variables over the
downstream  nodes  of all  target  reaches in the
population, assuming that discharge is proportional
to drainage  area  only.  The discharge index distri-
bution estimates will be revised upon completion of
a predictive model for net  precipitation that  takes
into  account spatial differences  in precipitation,
evapotranspiration, and runoff. The accuracy of such
a revised discharge index (or the uncorrected  index
as presently  expressed) would  be reduced  in
drainage networks where groundwater is delivered
across topographic drainage divides (Toth, 1963).

Another  useful  target reach  attribute would be the
concentration of some chemical variable (C) in runoff
contributed to a reach by direct drainage between
an upper and lower sampling location. For headwater
reaches (R = 1), this  concentration would be equal
to that in the water  at the downstream node. For
downstream reaches (R  >  1),  an appropriate
concentration  variable  (C8l)  would  be  calculated
using a mass balance between the  upstream and
downstream nodes, as estimated by the measured
chemical concentrations and measured or estimated
(indexed) discharges:
C.. =
- (Qo-Cp) - (Qu-Cu)
  (Qo - Qu)
[5-1]
                                              where Q and C refer to discharge and concentration,
                                              respectively, and the subscripts U and D refer to the
                                              upstream and downstream nodes, respectively. Such
                                              estimates could only be calculated for the Phase I-
                                              Pilot Survey summer sampling  period and thus are
                                              not included in the distribution figures.

                                              Comparisons of the  curves and quintile values for
                                              each of the variables in Figures 5-1 - 5-6 show very
                                              similar distributions. Apparently, there  is very little
                                              effect of the choice of a particular distribution  index
                                              on the interpretation of each of the six NSS chemical
                                              distributions. Distribution estimates based on the
                                              discharge index show the greatest differences, but
                                              this may be caused by the incomplete nature of the
                                              index.  The similarity  of the curves suggests that, at
                                              least on a region-wide basis, there was little (if any)
                                              correlation  between concentrations  of  the   NSS
                                              primary variables and stream  length  or drainage
                                              area,  which was subsequently confirmed  using
                                              univariate  and multivariate  regression  analyses.
                                              Elevation is thus far the  only geographic variable
                                              tested  that has shown any significant  relationship
                                              to pH or ANC  concentrations,  and even  this
                                              relationship proved too weak to be of any predictive
                                              or descriptive value in partitioning these distributions
                                              into a priori categories of interest.
5.2,3  Reference Values
A potentially useful  way of expressing population
estimates is with respect to the proportion or number
(length, area, etc.) of reaches which are above or
below some particular chemical reference value. A
reference value could represent  a  criterion value
established on the basis of toxicological studies (e.g.,
a TLCsofor inorganic monomeric aluminum) or a legal
standard. No widely accepted criteria are presently
available for evaluating the quality  of waters with
respect to acidification by atmospheric deposition,
but reference values  can also be based on common
usage. For  example, waters  with  negative  ANC
values are acidic by definition, and those below 50
fjeq L~1 are often cited as being highly susceptible
to acidification  (Pfeiffer and Festa, 1980; Linthurst
et al.,  1986, Table  5-2). Alternatively,  reference
values may simply partition a population into useful
categories. Such categories may be artificial,  such
as (logarithmically) evenly spaced pH increments
(e.g., 4.0,4.5,5.0, 5.5), or they may represent natural
groupings (clusters) of geochemically similar waters,
as explained  below. Although  any partitioning
scheme provides an important starting point for most
detailed  analyses,  care  must be  exercised in
interpreting  population distributions  based  on
criteria associated with any single chemical variable.

Examples  of  such  partitioning of  distribution
estimates for the Phase l-Pilot Survey streams are
                                                                        63

-------
Table 5-1 .
Variable
           Phase I- Pilot Survey Length Distribution Estimates Associated with Reference Values Based on Natural Univariate
           Groupings of Streams (except where noted for ANC)*
                    Reference
                      Value
                                          Proportion
                                                               Population Estimate*
                    Total Length
                       (km)
                     Upper 95% C.I.
                         (km)
pH
ANC
Gueq L~1)
Sulfate
Nitrate
0"eq I/1)
                       <6.7
                       <7.6
                      <25
                      <50a
                      <200a
                      <250

                       >40
                       >80
                      >120
                       >20
                       >35
 7.4
87.0
92.0

 1.2
 6.3
48.0
74.4
84.5

30.8
10.7
 3.7

40.7
22.9
 2.9
 662
7800
8247

 108
 561
4304
6666
7573

2761
 957
 331

3648
2054
 259
1244
9373
9816

 283
 980
5637
8353
9155

3820
1625
 710

4899
3088
 557
Chloride
(//eq L'1)

>50
>100
>200
9.5
2.4
0.9
852
215
77
1356
455
190
*AII estimates based on spring average reach chemistry at the downstream sampling nodes.
"Values provided to allow comparison with commonly cited sensitivity criteria (Table 5-2 in Linthurst et al., 1986).
shown in Table 5-1. The reference values used in
Table 5-1 were derived by ordering sample  sites
according to  measured values of each  chemical
variable (ordination) and searching for natural gaps
in the data (the interpretive value of this procedure
will become clear below).  Because of the absence
of low pH values, there appears to be little value
at this time in partitioning these distributions into
a priori categories of interest. Extractable aluminum
concentrations were too low to make partitioning
meaningful and are not represented in Table  5-1.
Commonly cited ANC reference values (50 and 200
//eq L~1) are included to allow comparisons with other
data bases. Because the measurement variables do
not have a strong effect on the distribution estimates,
only those based on reach length are reported here.
New reference values  that would aid in comparing
the Southern  Blue Ridge with other NSWS target
populations will be computed for future data reports.
5.2.4  Sample Timing and Frequency
During the design phases of the NSS, concern was
expressed that temporal chemical variability may be
so  high  during  the spring that more than  one
sampling visit would yield widely diverging popu-
lation estimates. Temporal variability could include
both  hourly/daily components due to  hydrologic
events, and weekly/monthly components due to
vegetational (e.g., leafout)  and climatic (e.g.,  soil
warming) effects. In order to determine the effect
                                                    of these variance components on the outcome  of
                                                    a synoptic survey, three biweekly spring samples and
                                                    one summer sample were collected during the Phase
                                                    l-Pilot Survey without regard to present or antece-
                                                    dent meteorologic conditions.

                                                    Rainfall  events were  observed to cause temporal
                                                    variability in NSS target population streams. Table
                                                    5-2 demonstrates the effect of  seven hydrologic
                                                    events on two primary NSS variables, pH and ANC.
                                                    In each case, identifying the occurrence of the event
                                                    was  predicated on  the occurrence of previous
                                                    precipitation,  an increase in stream stage, and an
                                                    increase in turbidity and total afuminum indicative
                                                    of increased runoff in the watershed (Section 4.5.6).
                                                    ANC decreased by an  average of 23 percent (range
                                                    -17% to -35%) and pH decreased by almost 0.2 units
                                                    (range -0.01   to -0.37  units) during  the  events.
                                                    Summer events were also typically characterized  by
                                                    reduced pH and ANC concentrations, but the effects
                                                    were difficult to quantify precisely without a summer
                                                    benchmark against which to compare stage heights
                                                    during suspected events. The average spring ANC
                                                    depression due to hydrologic events would  be
                                                    sufficient to move a given stream  approximately 20
                                                    percentile units, relative to its position on the curves
                                                    in  Figure 5-2, and thus could  have a substantial
                                                    impact on stream classification, as explained below.

                                                    Once the  episodic  effects were  removed, the
                                                    remaining temporal variance had  little effect on the
                        64

-------
 Table 5-2.   Effects of Rainfall Events* on ANC and pH at
            Seven Downstream Phase t-Pilot Survey
            Sampling Sites
Stream ID
7702
7819
7831
8809
8902
8904
8906
Mean(±1 SO)
ANCa
{/ueq LM)
967
-21%
201
-19%
274
-22%
75
-17%
41
-35%
132
-29%
52
-28%
-23 ± 6%
pHa
(Units)
8.22
-0.29
7.02
-0.14
7.00
-0.12
6.78
-0.01
6.67
-0.17
6.76
-0.37
6.25
-0.24
-0.1 9 ±0.1 2
Units
A Stage
(Ft)
+0.25
+0.51
+0.55
+0.28
+0.51
+0.63
+0.30

• *Events are predicated on at least three of the following 7.5 cm
 change in stage, evidence of precipitation on Data Form 4,
 precipitation within 1 day at the nearest NOAA meteorological
 station, or an increase in turbidity and total aluminum.
 "ANC and pH  represent values measured  during episodes, and
 percentages represent depressions below corresponding mean
 spring values.

 shape of the distribution estimates over the three
 spring sampling periods. Figures 5-7 - 5-9 display
 cumulative frequency curves based on the  four
 different sampling intervals, with  the seven spring
 episodes removed from the data base as explained
 in Section  4.5.6.  For  all variables, the length
 distribution  estimates based on  the three spring
 samples are virtually  superimposed. The  total
 extractabie aluminum concentrations are sufficiently
 dose to the analytical decision limit (Table 4-8) that
 differences probably include  a substantial compo-
 nent of analytical  error  (variance). Week-to-week
 variation in stream chemistry during the spring
 apparently  has minimal effect on the distribution of
 these species in streams of the target population,
 if the large rainfall  events can be separated from
 typical spring flow conditions.

 Seasonal variation, however, was  sufficient to alter
 the distribution  estimates  for  some of the  NSS
 primary variables.  Summer distributions were
 virtually identical to  spring  distributions for pH,
 sulfate,  chloride, and total extractabie aluminum.
 ANC increased substantially from spring to summer,
 especially in streams with ANC < 250 jueqL'1. Nitrate
distributions were similar  during  both sampling
intervals, except for streams near the low (<  10
fjeq L~1) end of the distribution.

We also  approached the question  of  differences
among the sampling periods by calculating paired-t
statistics  for the six primary variables. Table 5-3
presents results  based  on reaches with ANC less
than 250 /jeq L~1, unweighted for reach inclusion
probability. High ANC reaches were excluded to avoid
possible  differences  in geochemical patterns
correlated with land use or geology. No calculations
were performed for extractabie aluminum,  because
a majority of the values were below the quantitation
limit;  pH  calculations were  performed on  the log-
transformed value rather than  on  hydrogen  ion
activity.

Chloride and pH were the only variables to increase
significantly between  the three spring sampling
intervals, but the quantitative changes are small and
probably unimportant from a water quality assess-
ment perspective. The  12% increase  in chloride,
followed  by a  subsequent  11%  decline, probably
reflects the  unusually  dry  conditions  during the
second  (SP2) sampling  interval.  ANC exhibited a
substantial  36%  increase  between the  average
spring  and summer  sample, and pH increased  by
0.04 units. The limitation of the  t-test, which is a
test only for difference  in the means, is illustrated
by nitrate,  which exhibits  a differential  shift  in
different parts of the distribution (Figure 5-8).


5.2.5  Spatial A spects of Reach Chemistry

The  relatively  rapid  downstream  flow which   is
characteristic of  streams yields a set  of sampling
problems different from those encountered in the
study of lakes. Sampling at a point in the center
of an unstratified lake is widely accepted as providing
a useful index  value for the central water column
chemistry. A single point sample at the downstream
node of a stream reach, however, may  not provide
a particularly good representation of the chemistry
of the  entire  reach  lying above it.  Chemical
composition  may change along the reach due  to
instream processes (e.g.,  primary production),
confluence  with streams  not  represented on
1:250,000-scale  maps,   and lateral  inflows from
springs and seeps feeding the reach. In describing
a population of stream reaches, it is often the length
(or some  transformation such as habitat area)  of
reaches characterized by some particular chemical
value that is of interest. Any variation along the reach
should be accounted for at a level of  resolution
appropriate to the population estimate.

During the Phase l-Pilot Survey,  23 reaches were
sampled  at their upstream and downstream nodes
                                                                         65

-------
                 Cumulative Proportion
                                                                                           Cumulative Proportion
     p
     o
                     p
                     to
p
b>
p
bo
s -
10

8
o
m
•a
o>
2.    a>


I    8
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      B 

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-------
                                                                                                                                                                   
                                                                                                                Cumulative Proportion
p
bo
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                               b
p
CD
O

CO
                 CO
                 o
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SI
                                                                    *
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                                                                                    c
                     0)

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            m ^  °

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                                                                                                  ="5

                                                                                                  51

                                                                                                  i.5'
                                                                                                  oT 3

                                                                                                    
-------
Figure 5-9.    Comparison of population length distribution estimates for chloride and extractable aluminum based on  the
              three spring and one summer sampling intervals.
                                           Data Subset = Four Downstream Sample Periods
                1.0
                0.8 -
            I  0.6 -

            o
            BL

            |  ««J
            i
            o
                0.2 .
                0.0
                                                                              Length of Reaches
                                                                          	. Spring
                                                                          —	 Summer
                                    20
40               60

Chloride (jueq L~1)
 i
80
100
                 1.0
                0.8.
             c
             o
             I

             I °-6'
             Q.
                0.4.
                0.2,.
                 0.0
                                                                            Length of Reaches
                                                                          	• Spring
                                                                          ——— Summer
                                                10            15

                                                Extractable Aluminum (/ug L~1)
                        7

                       20
                                                                                           1
                                                                                          25
                  30
                            68

-------
Table 5-3.    Statistically Significant (p = 0.05) Differences
            Between Mean Concentrations  of Primary
            Variables Between Spring (SP1, SP2, SP3) and
            Between Summer (SU) and Average Spring (SP)
            Sampling Intervals  (downstream nodes) for
            Streams with < 250 Aieq L"1 ANC
                   Mean Concentration Difference8
Chemical
Variable
ANC
PH
Sulfate
Nitrate
Chloride
SP2 - SP1
n = 38
NS
NS
NS
NS
+ 12%
SP3 - SP2
n = 39
NS
+0.05 units
NS
NS
-11%
SU-SP
n = 34
+36%
+0.04 units
NS
NS
NS
 "Comparisons are not weighted according to reach inclusion
 probability; episodes have been excluded.
 NS = not significant at p = 0.05.
 during the third spring sampling interval, and all sites
 were sampled  at both nodes during the summer.
 The purpose was to determine:

 1.   Whether chemistry at the opposite nodes of a
     single reach was substantially different.

 2.   Whether downstream  chemistry could  be
     adjusted to reflect the entire reach chemistry
     on the basis of a limited number of upstream
     samples.

The  answer to objective (1) was approached much
as the question of temporal variability was in the
previous section.

Figures 5-10 through 5-12 show frequency distri-
bution estimates for the six primary variables based
on  the chemistry  at the  upstream versus the
downstream sampling nodes during the summer
sampling interval. With the exception of sulfate and
extractable aluminum, substantially lower values of
all variables were observed at the upstream sites.
The  curves indicate only that the frequency distri-
bution estimates are affected  by the sampling
position along  the  reach  during the  summer
sampling interval. An insufficient number of streams
was sampled at both nodes to construct meaningful
comparative spring distribution estimates.

It should be noted that the upstream node chemistry
could be used to indicate the chemical properties
of an  unspecified  target population of streams
draining smaller watersheds than those represented
by the actual NSS target population. The distribution
estimates  based on  upstream chemical  data  in ,
Figures 5-10  - 5-12 represent  this unspecified >
population of streams. Median values (expressed as
proportions) for pH, ANC,  nitrate and chloride would
be lower for this unspecified population. The NSS
geographic site data describe the drainage areas (a3)
 for this population of smaller  streams,  but no
 information on  the length  of  streams  in  this
 population is presently encoded.  We are presently
 investigating alternatives for making  distribution
 estimates for these lower order streams.

 The effect of sampling position can also be  seen in
 Table 5-4 using paired-t comparisons for the sites
 not exhibiting  episodes on  the last  spring  and
 summer sampling dates. Again,  sites  with spring
 ANC averages  > 250 //eq  L~1 were excluded and
 aluminum  has been  excluded  due  to the  low
 concentrations observed. Virtually all  primary
 variables  showed statistically significant  within-
 stream  spatial  differences,  many of which  were
 numerically large enough to affect interpretation of
 the data.  The tabulated data also  show that the
 spatial  sampling  effects demonstrated  in  Figures
 5-10 through 5-12 were not restricted to the summer
 sampling period.

 Given  that  the chemistry at the  upstream  and
 downstream nodes  of the reaches  in  the target
 population were clearly different,  it remained to be
 determined  whether one value could be inferred by
 calibration on the basis of the other. Simple linear
 regression equations were calculated and bivariate
 plots were investigated visually for both spring and
 summer data, with  and without episodes removed,
 both including and  excluding high (> 250 /yeq L'1)
 ANC  reaches. Whereas most  of  the summer
 relationships  were highly  significant, the 95%
 confidence intervals about the predicted values were
 on the order of ± 50% or more  and this restricts
 the utility of prediction of upstream values using
 downstream chemical data.
5.2.6  Interpretation for Regional Assessments
One of the primary objectives of Phase I of the NSS
is to provide population distribution estimates of the
number of acidic (low pH) and potentially susceptible
(low ANC) streams in each NSS subregion. Ways
in which the population estimates can be constructed
and used to estimate the characteristics of the target
populations were presented and discussed in Section
5.2.2. Although not a specific objective of the NSS,
a relevant issue is how the resulting estimates could
be interpreted to provide incremental information
useful in a regional assessment. In this section we
will demonstrate, by example, some potential uses
of the data,  as well as some caveats and potential
pitfalls in the interpretation process.

It is apparent from Figure 5-1 -  5-6 and Table 5-1
that  the Phase l-Pilot Survey characterized a very
high proportion of target stream reaches and target
stream length  as  possessing  low acid neutralizing
capacity (ANC). Half of the reaches and half of the
                                                                       69

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Figure 5-10.    Comparisons of frequency distribution estimates for pH and ANC in Phase I—Pilot Survey streams based on
               upstream versus downstream sampling locations during the summer sampling interval.
                                          Data Subset = Summer Averages
                 1.0
                0.8.-
             c
             o
             o
             Q.
             I
0.6 -
             S  0.4-
              3

             O

                 0.2.
                0.0
                                                                              Number of Reaches
                                                                          	. Lower Site
                                                                          ——— Upper Site
                                                                                  8
                                                      pH (pH Units)
                 1.0
                 0.8-
              c
              o
              C
              o
              Q.
              O
              £  0.6
              9
              I  °-4
                 0.2.
                 0.0
                                                                             Number of Reaches
                                                                          	. Lower Site
                                                                          ———' Upper Site
                                  i
                                 100
                              200
300
              400
500
600
                                                  Acid Neut. Capacity (/-eg L  )
                            70

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Figure 5-11.    Comparisons of frequency distribution estimates for sulfate and nitrate concentrations in Phase I-Pilot Survey
               streams based on upstream versus downstream sampling locations during the summer sampling inverval.
                 0.0
                               25
                                            Data Subset = Summer Averages
                                                                                Number of Reaches
                                                                           	. Lower Site
                                                                                     Upper Site
                                         50
75        100

 Sulfate (A/eq L'1)
  125
            150
                200
                 1.0
                  0.8
              c
              o
              I
              I 0.6
              o.
              O
                 0.4
                 0.2.
                 0.0
                                                                              Number of Reaches
                                                                            	— . Lower Site
                                                                            	Upper Site
                                      10
  20

  Nitrate iueq L"1)
 I
30
40
50
                                                                                    71

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Figure 5-12.    Comparisons of frequency distribution estimates for chloride and aiuminum concentrations in Phase l-Pilot
               Survey streams based on upstream versus downstream sampling locations during the summer sampling interval.
                                            Data Subset = Summer Averages
                  1.0.
                  0.8-
              •|  0.6.
              o
              I  °*1
               3

              O
                  0.2 .
                  0.0
                                      I
                                      20
                                                                                Number of Reaches
                                                                           	. Lower Site
                                                                           	Upper Site
 i
40
 I
60
 r
80
                                 100
                                                     Chloride (fjeq L )
                  1.0
               c
               o
               't
               o
               Q.
               O
               o
                  0.8.
                  0.6.
                  0.4.
                  0.2 .
                  0.0
                                                                               Number of Reaches
                                                                           	• Lower Site
                                                                           	 Upper Site
                                                 10
         15
                                                                             20
                                     25
                                  30
                                                  Extractable Aluminum (/jg  L' )
                            72

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Table 5-4.    Comparison of Upstream/Downstream Chem-
            istry During the Third Spring (SP3) and Summer
            (SU) Sampling Intervals, Based on a Paired t-
            Test with  Differences Weighted  to Reflect
            Inclusion Probabilities (wi)*

                          Sampling Interval
Chemical
Variable
ANC
pH
Sulfate
Nitrate
Chloride
SP3
n = 14
+ 14%
+0.06 units
+ 15%
+33%
IMS"
SU
n = 31
+26%
+0.13 units
+7%
+37%
+23%
 "IMS = not significant at p = 0.05.
 *0nly streams with mean spring ANC < 250 jueq/l are considered,
 and samples  collected during  hydrologic events have been
 excluded.
total reach length were estimated to contain water
of less than 120 //eq L"1 of ANC. Nearly 75% of the
estimated length  distribution was  below  the
reference value of 200 yueq L"1, a value often cited
as separating potentially sensitive from  relatively
insensitive systems (Linthurst et al., 1986). However,
only 6.3% of the target reach miles are expected
to have ANC concentrations less than  50 //eq  L"1,
a value that has been used to identify particularly
acid-sensitive waters (Pfeiffer and Festa, 1980).

Despite the preponderance of low ANC in the target
population, fewer than 8% of the reaches (upper 95%
Cl = 14%) exhibited non-episodic, average spring pH
values below 6.7. Even when the episodes and the
upstream node measurements were included in the
data,  no samples were collected during the  Phase
l-Pilot Survey that exhibited a pH value below 6.0.
A "worst-case" estimate can be made for the spring
index pH value in the target population streams by
choosing a reference value at the low end of the
range observed during the  survey, and calculating
the upper 95% confidence  bound on the  estimate.
The exercise leads  us to conclude that, with 95%
confidence, less than 3.2%  of the combined length
of streams in the target population (based  on  the
mean downstream spring average pH with episodes
excluded) exhibited a pH below 6.4  during  1985.
While it would be helpful to calculate the length of
stream reach below some  more meaningful value
(e.g.,  5.0), the method used to estimate confidence
intervals cannot be applied below the minimum index
value occurring in the sample (6.38). These obser-
vations  and estimates  are  based  on the closed-
headspace pH measurements made at the  mobile
field laboratory, which were of consistently high
quality throughout the project. All pH values were
well above the range of 5.3 to 5.7 frequently cited
as representing geochemical neutrality. Although
this  analysis  does  not address the  question  of
 whether pH values in these  streams would be
 different in the absence of acid deposition nor what
 the lowest pH values were experienced during the
 spring, the "index values" are certainly not in a pH
 range that has been associated with deterioration
 of coldwater sport fisheries  in the past (Howells,
 1984; Magnuson et al., 1984).  However, some
 estimate of transient chemical changes that  may
 occur during hydrologic episodes is needed before
 a critical evaluation of chemical habitat quality can
 be complete.

 Consistent with distributions for pH dominated by
 neutral conditions, the median extractable aluminum
 concentration (approximately 3 fjg L~1) was barely
 above the  analytical  detection  limit, and the
 maximum concentration  was only 23 yug  L"1.
 Inorganic monomeric aluminum  concentrations,
 estimated as the difference between total extractable
 and non-exchangeable  aluminum fractions, were
 below the decision limit in virtually all samples and
 are,  therefore,  not  reported. Total extractable
 aluminum concentrations in the range 2-20 //g L"1
 are one to two orders of magnitude lower than the
 lowest concentrations at which short-term exposure
 of selected fish  species  have been observed to
 produce significant mortality (Schofield and Trojnar,
 1980; Baker, 1981; Henriksen et al., 1984; Johnson
 eta)., 1985).

The  foregoing statements exemplify the kinds of
 univariate interpretations that represent one level
of incremental information that can be used to satisfy
the NSS primary objectives  related to description.
These statements characterize the Southern Blue
Ridge  as an area dominated by stream waters of
moderately low acid-neutralizing capacity, but in
which chronic acidic conditions are relatively rare.
Although we believe this description to be funda-
mentally accurate, several caveats should be borne
in mind.

First, the target  population, represented  by the
sampled  population, focuses on second to fourth
order (Strahler order based on blue line represen-
tations on  1:24,000-scale topographic  maps)
reaches and thus does not include the first order,
headwater  reaches which  might  be expected to
be"early warning"indicators  of acidification. Furth-
ermore, spring reach chemistry is characterized on
the basis of the chemistry at the downstream node.
Based on the limited spring  data in Table 5-4, the
upper nodes of the target reaches might be expected
to be 14% lower in ANC than the corresponding lower
nodes, and  0.06 units  lower in  pH. These data
suggest that the target population estimates for ANC
and pH based on  reach length are somewhat high,
although not markedly so. Almost half (44%) of the
upper nodes of the target population reaches drain
                                                                        73

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first order reaches (1:24,000 blue line), and thus the
water draining  from these  headwater catchments
is, as expected, lower in ANC and  pH than that
draining the larger catchments represented by the
downstream nodes of the target population. Again,
the differences are  not large.  This project did not
measure the chemistry at the upper limits of flowing
water, but such streams are likely to be extremely
small, and many are likely to be ephemeral.

An alternative sampling design could have focused
on these extremely  small target reaches, with the
objective of detecting early signs of acidification.
However, the difficulty of access, together that the
possibility that  many of the second  stage sample
reaches may have been dry at their upper  node or
misrepresented  on maps would  have  greatly
increased the cost per site of field sampling. This
translates to a smaller sample, or less areal coverage
per research dollar, especially given the fixed cost
component of a  project. Add to this factor the highest
degree of chemical  variance in the  smaller catch-
ments resulting from increased heterogeneity and
shorter hydraulic residence times, and the efficiency
of the survey decreases  accordingly. By including
(or focusing on) first order  streams,  we  might
discover more acidic  streams,  but they would
represent a very small percentage of the resource
at risk, and the confidence bounds on the estimate
might well overlap those obtained with the present
design.  If the chemistry of the smallest streams in
a critical component of the  assessment activity, an
alternative, more efficient approach is to focus future
headwater sampling  on  areas found to  contain
significant percentages of low ANC systems in Phase
I.

In a temporal setting, the  population estimates here
strictly  refer to spring  and summer of  1985.
Precipitation was  approximately half  of   normal
during the spring, but 5%  above normal during July.
If  the storm  tracks  were also unusual,  1985 may
represent  an  unusual  year. Some idea  of the
representativeness  of any single  year synoptic
sample can be  gained  by comparing historical
records for the special interest sites sampled in each
NSS subregion. These data were not available for
the Southern Blue  Ridge sites as this report was
being prepared.
 Spring may not represent typical annual low pH or
 low ANC conditions in the study area. Discussions
 with local investigators indicated that (with the
 possible exception of late winter) spring did appear
 to represent typically low pH  and ANC conditions
 in the region, however, and that the sensitive swim-
 up fry life  stages of salmonids in the region  were
present at that time. Therefore, lower pH conditions
in mid-winter (if they occur) may be of less ecological
interest. The population estimates do not include the
effects of episodes. Although episodes are likely to
be critical determinants offish survival, the duration
of such events may be extremely  short  in  the
Southern Blue  Ridge, and thus extremely difficult
to measure in a synoptic survey. Even though several
hydrologic events were sampled in the Survey (none
of which produced pH depressions of greater than
0.4 units or pH values below the minimum reported
above. Table 5-2), the study design does not provide
an estimate of the minimum pH experienced by these
streams during rainstorms, nor of the temporal or
spatial extents of pH depression associated with
rainstorms. Rather than attempting to quantify these
transient effects in a synoptic survey, it is planned
to target episodes monitoring at typical low ANC sites
in future studies, and subsequently to  expand the
results via the  Phase I population estimate to the
target population  in each subregion. This plan
depends on classification of Phase I sites, and is
discussed further in Section 5.3.

Interpretation  of the  population estimates also
involves a philosophical viewpoint. For example, one
person may view a hypothetical population estimate
of 1% of combined stream length in acidic condition
as  acceptable,  while another  may view  the same
estimate expressed as 200 km as quite the opposite,
especially if the 200km coincides with the only blue-
ribbon trout  streams in  an area. While the first
consideration  is beyond the  scope of  statistical
estimation, additional data analyses employing maps
and overlays  may  be useful. For example,  the
geographic  distribution of ANC for the  target
population streams  is depicted in Figure 5-13 with
respect to the 50 and 200 jueq L~1 reference values
noted earlier. The map shows that the  lowest ANC
reaches are focused in the highlands in  the north
central part  of the  region (see  Figure  2-2).  The
highest ANC reaches are located along the border
with  the calcareous Valley and  Ridge  Province to
the west and in the agricultural valleys of  the Broad
and French  Broad Rivers. This map is not directly
comparable with the alkalinity map of Omernik and
Powers (1983)  for  the region, as  the latter also
includes data from larger rivers and reservoirs, but
both maps convey a similar image of the proportions
of the region represented by the three ANC classes,
if not their specifications. The utility of using"non-
standard"reference  values to delineate  map  iso-
pleths will be discussed in Section 5.3 in the context
of stream  classification.


While the previous discussion  has  focused  on
statistical population  estimates  based  on  single
variables, it should also be borne in mind that single
                       74

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Figure 5-13.    ANC distribution in the Southern Blue Ridge based on downstream spring average chemistry with  effects
               from storm events removed.
            36° N
            35° N   -
           34° N
                        • Less than 50 /jeq L~1
                        El 50-200 fjeq L~1
                        * Greater than 200 peq L
                                 TN
                               GA
                   85° W
                                          84° W
                                                                    83° W
                                                                                               82° W
                                                                                    75

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variables  seldom  provide  adequate  answers  to
complex questions. For example, all other things
being equal, low ANC waters are by definition more
susceptible  to  acidification than  are high ANC
waters. Indeed, high ANC waters are unlikely to be
susceptible  to  acid deposition  in  any near-term
scenario (e.g., <  100  years). However, low ANC
systems in catchments that never were exposed to
glaciation  may have a variable degree of buffering
capacity in their soils to delay marked declines in
pH over 10-100 years of exposure to acid deposition
(Galloway et  al.,  1983; Rochelle  et  al.,  1986).
Therefore, the term "potentially susceptible," based
on ANC alone, should best  be thought of as being
opposed to "unlikely to be susceptible."


Also, univariate population estimates  address the
question of whether the pH and ANC of streams in
an area are different  than  they  would have been
in .the absence of acid deposition.  One  of the
strengths of the NSS approach, however, is that the
distribution of any derived datum from manipulations
involving ion ratios, models, or other transformations
can be estimated for the target population using the
Phase I sampling  design. Also, estimates  involving
parts of the population (e.g., streams above 1000
m elevation or draining watersheds <  10 km2) also
can  be made. Relationships  among chemical,
hydrologic, and land use variables can be explored.
While  such  inferences cannot  prove cause and
effect,  it can be  extremely helpful in generating
testable hypotheses. This level of analysis is already
underway for the Phase l-Pilot Survey data, and will
be the subject of future reports.
 5.3   Stream Classification
 In addition to providing population estimates that are
 useful for environmental assessment, classification
 of streams for future intensive studies is the other
 primary objective of the  NSS. Future studies will
 focus  on  determining temporal variability,  biotic
 conditions, and long-term trends on a relatively small
 number of streams, and  thus will require extrap-
 olation of the  results to a larger target population.
 While classification could be based  on arbitrary
 criteria (such  as streams with index ANC greater
 than or less than 200 /ueq L~1), a preferable scheme
 would be based on evidence for two or more distinct
 natural chemical classes, with different expected
 responses to acid deposition. If such natural classes
 do exist, it should be possible to accurately classify
 streams on the basis of a minimum number of
 samples, with a low probability of misclassification.
 Finally, any classification  system should not only be
 qualitatively  consistent  with  current scientific
 understanding,  but should  also be quantitatively
 objective and repeatable.
In the following sections, we present results from
two  subjective classification schemes  based on
geochemistry  and geography,  and from cluster
analysis, a method of objective multivariate analysis.
Examples  of ways in which such classification
schemes could be used in future phases of the NSS
are also provided.
5.3.1  Univariate Models
A potentially useful subjective classification scheme
appeared early in analysis of the Phase l-Pilot Survey
data. Preliminary examination of the data indicated
that many of the variables were highly correlated
with ANC, and that streams could be divided into
at least three ANC groups or classes separated by
large ranges of ANC over which no reaches were
observed: < 250 /ueq L"1, 250-600 //eq L~\ and >
600 fjeq L"1. A smaller  break was observed  at 25
/jeq L"1 along with a noticeable thinning of data in
the  100-125 /ueq  L"1 range, prompting tentative
classification breaks at 25 and 115 /ieq L"1. Various
ion ratios [(Ca + Mg)/(Na  + K), (Ca +  Mg)/ANC,
(Ca+Mg)/(S04=), (Na)/(CI),  (SO4=)/(NO3~ ]  were
calculated for  each group, which revealed similar
values in all of the  25-600 /aeq L"1 ANC groups.
However,  the  high  ANC  group demonstrated
(Ca+Mg)/ANC  and (Ca+Mg)/(Na+K) ratios typical of
calcareous systems. The  single  low ANC (<  25
//eq L~1) site showed an  unusually high ratio of
(Ca+Mg)/ANC  and a low (SO4=)/(N03~) ratio. These
sites thus appeared to be atypical of most streams
in the target population. When plotted  on a  map,
the major ANC groups exhibited considerable spatia!
continuity,  as discussed below (Section 5.3.2). The
initial  univariate ANC classification scheme served
as a "straw man" for many of the subsequent data
analyses.

5.3.2   Geographic Distributions
The geographic distributions of spring downstream
average  concentrations of  the  six  primary  NSS
variables across the Phase l-Pilot Survey study area
are  shown  in  Figures  5-14  through   5-19. The
classifications  are based  on  natural  univariate
groupings of the data for each variable, as  noted
above, and do  not represent any particular  water'
quality criterion with respect to acid  deposition.
Special interest sites are not shown on the  maps.
The ANC  map (Figure  5-15)  demonstrates the
approximately contiguous geographic distributions
of the major ANC classes noted above. Three high
ANC (> 600 /jeq L"1) sites  are located along the
northern and western edges of the study area, where
limestone  from  the  adjacent Ridge  and Valley
Province frequently is mixed with the felsicsaprolites
of the Southern Blue Ridge (e.g.. Hunt, 1974). A
second, intermediate ANC group (250-600 //eq L"1)
is located in the predominantly agricultural valleys.
                        76

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Figure 5-14.    Geographic distribution of average springtime downstream pH in the NSS Phase l-Pilot Survey streams.
             36° N
            35° N
           34° N
                               Less than 6.7
                               6.7-7.6
                             v 7.6-8.1
                  85° W
                                          84° W
                                                                    83° W
                                                                                                82° W
                                                                                   77

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Figure  5-15.    Geographic distribution of average springtime downstream ANC in the NSS Phase I Pilot Survey streams.
           36° N  -
           35° N
           34° N
                           8 Less than 25/ueq L"1  1
                           Kl25-115A/eqL"1
                           x 115-250 //eq L'1
                           A 250-600 jieq L1
                           O Greater than 600 /ueq L
                                TN
                85° W
84° W
                                                                      83° W
                                                                                                 82° W
                            78

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Figure 5-16.    Geographic distribution of average springtime downstream sulfate concentrations in the NSS Phase l-Pilot
               Survey streams.
           36° N
           35° N
          34° N
                            Greater than 120 Aieq L
                            120-80 Aieq L'1
                          X 80-40 (teq l_~1
                          A Less than 40/ueqL 1
                85° W
                                         84° W
83° W
                                                                                              82° W
                                                                                     79

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Figure 5-17.    Geographic distribution of average springtime downstream nitrate concentrations in the NSS Phase l-Pilot
               Survey streams.
            36° N
            35° N
           34° N
                                  Greater than 35 /ueq L"1
                                  35-20 //eql/1
                               X 20-10AieqL'1
                               A Less than 10 ueq L"1
                 85° W
                                         84° W
                                                                    83° W
82° W
                           80

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Figure  5-18.    Geographic distribution of average springtime downstream chloride concentrations in the NSS Phase l-Pilot
               Survey streams.
             36° N
             35° N
           34° N
                              • Greater than 200/ueq L"1
                                200-
                                100-50//eqL~1
                                Less than 50//eq L"1
                  85° W
84° W
                                                                     83° W
                                                       82° W
                                                                                    81

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Figure  5-19.    Geographic distribution of average springtime downstream extractable aluminum concentrations in the NSS
               Phase l-Pilot Survey streams.
            36° N
           35° N   -
           34° N
                             • Greater than 15 fjg L~1
                               15-10/ugl/1
                             X 10-5/ug L~1
                             A Less than 5/yg L"1
                 85° W
                                         84° W
                                                                    83° W
                                                                                                8Z°W
                            82

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These reaches also  exhibit  elevated chloride
concentrations (Figure 5-18). It is not known at this
time whether the high chloride concentrations are
indicative of anthropogenic sources, or  are simply
correlated  with  the  characteristics of valley  soils
suitable for farming. The consistently low ANC sites
(including the only site with ANC < 25 ^ueq L~1) form
an inverted  L-shaped  area that  includes  the
highlands just west  of Asheville,  NC and the high
elevation  ridge  that defines the  North Carolina-
Tennessee border including Great Smoky Mountains
National Park. The remaining areas appear to form
a  patchwork containing 25-115 fjeq L~1 and  115-
250 /jeq L~1 sites.

Low pH sites (Figure 5-14) show general  agreement
with the low ANC patterns, although two relatively
low pH sites stand out in the Georgia section of the
Survey. A  different anomalously  high sulfate  site
(Figure 5-V6) also stands  out in Georgia, with the
remainder of the high sulfate sites co-occurring with
high ANC. The nitrate map (Figure 5-17)  exhibits
a  cluster of relatively high nitrate (20-35 jjeq  L~1)
sites in the northeast part of the  study area,  and
a very high nitrate value corresponding to the lowest
ANC site located in Great Smoky Mountain National
Park. It has been suggested that this site might be
typical of old-growth forests in this part of the study
area, which are at steady state with respect to nitrate
inputs (/?.  Turner and P.  Mulholland, Oak Ridge
National Laboratory,  personal communication). No
pattern  is  evident  in  the extractable  aluminum
concentrations,  although concentrations  greater
than 5 jug  L"1 are apparently rare in the western
part of the  study region.  Possible geochemical or
anthropogenic causes for the  remaining  "unusual"
sites are being investigated as geology and land use
data are  acquired for the  Phase l-Pilot Survey
watersheds.

ANC maps (such as Figure 5-15) were plotted and
compared for each  spring and summer sampling
interval. Although a  few  sites changed  categories
on each map, the overall geographic distribution of
ANC  within the study  area remains identical
throughout the spring. During summer, the area of
higher ANC categories expanded, apparently due to
changes  in  the  relative volumes  of  source water
detained in the soil mantle for short and long periods
of time before entering the channel. While all spring
samples during  1985 provided similar geographic
ANC maps of the  region, the  summer  sample
provided  a  map  with considerably wider areas" of
high-ANC stream water.
5.3.3  Cluster Analysis
Previous  sections have dealt with  subjective
interpretation and classification of multivariate data.
 Cluster analysis (Romesburg, 1984) is a multivariate
 statistical technique that can be used to make such
 classifications  more objective,  but the  results  are
 sufficiently dependent on the particular algorithm
 used that such classifications should be used with
 caution. Phase l-Pilot Survey data were subjected
 to hierarchical cluster analysis using a number of
 different clustering methods and sets  of chemical.
 variables, both with and without episodes removed.
 A polythetic agglomerative technique (in contrast to
 a devisive technique) based upon Euclidean distance
 and the maximization of the average linkages within
 sample site clusters appeared to produce the most
 robust and useful classifications and was employed
 using a "full"set of 30 chemical variables to produce
 the dendrograms discussed below.The agglomera-
 tive clustering  technique  used  is more  efficient at
 identifying outlying  groups than  at  minimizing
 within-group variance.

 The dendrogram resulting from  a  clustering  run
 based on  the  spring downstream  averages with
 episodes removed is shown in Figure  5-20. This
 dendrogram is typical of all runs on individual spring
 sampling intervals, in that the three high-ANC sites
 cluster far from  the remaining variables,  the
 intermediate ANC (250-600 //eq  L"1) sites form a
 second cluster, and the lower ANC « 250 ^ueq L"1)
 sites  form  a third cluster with similar ANC groups
 appearing near each other. Two episodes occurring
 during the third spring sampling  interval changed
 the average spring  chemistry sufficiently to cause
 the sites to appear as outliers on  a similar dendro-
 gram. Major episodes thus cause sufficient changes
 to confound reach classification based on agglomer-
 ative  cluster  analysis of stream chemistry.  On the
 other  hand,  cluster analysis  may  be  useful  for
 identifying  putative  episodes in  cases where stage
 changes are not available. The special interest sites
 are indicated by arrows in the  diagram, and most
 can be seen to be typical of the 25-115 /ueq L~1 ANC
 class  reaches.

 During the course of analysis, it became evident that
the presence of two small classes of high ANC sites
with  highly  distinct chemistry  dominated site
classification in the Pilot Survey.  Furthermore, these
 high ANC sites  are not particularly interesting from
an acidification standpoint. Cluster analysis of the
same variables, after removing the three high ANC
sites,  caused one  of the  intermediate  ANC sites
consistently to appear as an outlier. Removal of this
site resulted in a  strong cluster containing  the
intermediate ANC sites, another cluster breaking at
approximately 190 jueq L"1,  and a weaker  cluster
breaking at 115 fjeq L"1. These clusters were most
pronounced during the first spring sample, and each
< 250 //eq L~1  cluster expanded  or contracted  by
                                                                       83

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Figure  5-20.    Hierarchical cluster diagram of all NSS Phase I—Pilot Survey sites based on downstream spring average values
               for 39 chemical variables. Episodes have been removed. Arrows indicate special interest sites.
                                                                    ANC Classes

                                                                      foieq/L)


                                                                     0-25

                                                                     25-115

                                                                     115-250

                                                                   b  250-600

                                                                   I  >600
                                *
                                *
                                *
                                •K
                                *
                                •K


                                *
                                •*
                                *
                                *
                                *
                                *
                                *
                                *
                                *J

                                A
                                A

                                A-J


                                 10
                                             5       10       15      20       25


                                                Rescaled Distance Clusters Combine
                                                                                       30
                            84

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 fewer than five sites during the  second and third
 spring sampling interval  (occasionally the interme-
 diate cluster split into two). Interestingly, the lowest
 ANC site did not appear as an outlier, despite its
 unusual ion ratios. The geochemical significance of
 the  remaining clusters, and the effect of removing
 all > 250 fjeq L"1 sites from the clustering process,
 is presently under investigation.  Use of devisive
 clustering  techniques (which are less sensitive to
 sample outliers than are  agglomerative techniques)
 may enable robust classification of sample streams
 without necessitating the removal of sites of unusual
 chemical composition.
5.3.4  Utility of Classification for Regional
Assessment

One of the two primary data quality objectives (DQOs)
of the National Stream Survey is to classify streams
for future intensive studies. The foregoing examples
illustrated how univariate and multivariate analyses
of water chemistry  data  could  provide a useful
framework for understanding the spatial distribution
of chemical variables and  the relationships among
sites  arranged according  to single  and  multiple
variables. All of the classification  results were
consistent  with a relatively simple  geochemical
interpretation of the chemistry of streams in the
Southern Blue Ridge.

Figure 5-21 shows the Phase l-Survey data plotted
on a mineral stability diagram for potassium feldspar,
an  important component  of the  parent geologic
material in the area. The position and slope of data
plotted on such a diagram enable one to hypothesize
the  geochemical weathering processes controlling
water chemistry in natural waters in  contact with
soil and rock. The data points are coded according
to ANC classes described in the preceding section.
As shown in  the lower  (eft region of the diagram,
a paucity of  potassium  and  silica  is accompanied
by low values for ANC, and is probably indicative
of intense  weathering  due to high  precipitation
loadings (Velbel 1985a, 19855). This relationship is
not  evident in the highest ANC stream group, whose
numbers are characterized by considerably  lower
ratios of  potassium (and higher  ratios of calcium)
to ANC  than those in  lower ANC groupings. The
streams with ANC > 600 fjeq L~n drain watersheds
which contain underlying limestone inclusions (see
below). One of the 250-600 fjeq L~1 ANC  streams
also appears  as an outlier in this  analysis. In the
lower ANC range of watersheds in the Southern Blue
Ridge, ANC  thus appears to  be  correlated  with
feldspar weathering.

The geochemistry of streams in the Southern Blue
Ridge has been hypothesized  to be controlled
 primarily by weathering kinetics (Velbel, 1985a,b).
 To draw a simple analogy, water moves through the
 silacious saprolites (subsoils) in these watersheds,
 dissolving minerals that comprise the  pseudomor-
 phous parent materials, much as water acquires a
 pleasant flavor when in contact with a tea bag. As
 in the  case  of tea, the  strength of the brew  is
 controlled by the residence time of the water in the
 bag, and the number of times the bag was previously
 used, in the field, the former part of the analogy
 involves the hydrology of the  watershed and the
 second part depends upon the age and degree of
 weathering  of the predominant geologic formation
 in the  area (Coweeta Group  or Tallulah  Falls
 Formation). It would be convenient for classification
 purposes if acid neutralizing capacity in the region
 could be predicted largely on the basis of the degree
 of weathering in a watershed, which could in turri
 be related to hydrology.
The chemical  classification  of  stream  reaches
described above is a first step toward understanding
the  regional  relationships  between watershed
characteristics, acid deposition, and water chemistry
variables. In the future, such chemical classifications
will be refined as additional data on Phase I streams
and watersheds are obtained. Water chemistry data
will be related to such watershed characteristics as
topography, drainage area, bedrock  geology, soil
residence  time,  vegetation, and  land use  data.
Subsequent reclassification on the basis of these
variables  will  provide a framework which  can be
utilized for the following purposes:

  1.  Identification of scientifically-based groupings
     of sites  according  to  water chemistry and
     presumed vulnerability to acidification.

  2.  Generation or  refinement  of  hypotheses
     regarding the relationships among watershed,
     atmospheric, and water quality variables.

  3.  Identification and delineation of distinct classes
     of sites which can  be considered separately
     with regard to a variety of NSWS  objectives.
The  identification of distinct classes of sites  is a
particularly important goal of classification, because
it  allows individual  stream  reaches  and their
watersheds to be identified  for intensive research
or long-term monitoring. The index chemistry of the
special interest sites  studied in the Phase  (-Pilot
Survey exemplifies the utility of classification.  The
estimated population  distributions for the various
chemical variables in the Southern Blue Ridge target
population are particularly interesting when com-
pared to the chemistry of the special interest sites.
                                                                       85

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Figure  5-21.    Potassium-feldspar mineral stability diagram for streams in the NSS Phase l-Pilot Survey. Values represent
               spring downstream average with episodes removed. pH is based on 300 ppm CO: equilibrated values.
                    4.00
                    3.60
                    3.20
                    2.80
                    2.40
                    2.00
                    1.60
                               4.4
4.2
             4.0
                                                                     3.8
                                      3.6
3.4
                                                         pSi02
                           86

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These sites have been  chosen by previous inves-
tigators as being "typical" of the region, in addition
to providing a reasonable degree of accessibility for
field work. Six of the seven  special interest sites
had mean spring ANC values below 50//eq L"1 during
the study, and thus  represent less than 7% of the
target population  streams  in the area. On the other
hand, they  did  not appear  as outliers in  the
multivariate chemical classification of streams in the
region, and pH values were higher than at several
of  the  probability  sites. Results  gained from
geochemical research and monitoring programs at
these sites can thus  probably best be considered as
typical of a  small but significant group of target
population streams in the area.

The  identification  of   individual reaches  or
watersheds for intensive  study of episodic acidifi-
cation due to hydrologic events will require that these
systems  be suitably representative of  appropriate
classes described above. Current understanding of
episodes  suggests that  deposition  loading,
watershed hydrology, baseflow chemistry, and land
use may  be  the important components of a clas-
sification scheme for studying episodes. Developing
indices for each of these  components  is a critical
task prior to undertaking detailed, intensive studies
of episodes in regions receiving acid deposition.
 8.   Developing robust  classification schemes for
     selecting sites for  intensive process-oriented
     research, ecological effects studies, and long-
     term monitoring.

The  results of these studies will be published as
open-file reports or  in  the  professional  scientific
literature as they become available.
5.4  Future Analyses
While the findings of the Phase l-Pilot Survey were
sufficient to allow Phase I to proceed with approp-
riate modifications, several additional analyses of the
Phase l-Pilot Survey are presently underway. These
include:

 1.   Applying empirical  models to search for
     evidence (if any) of acidification by atmospheric
     deposition.

 2.   Investigating effects of runoff and subsurface
     geology on ANC  and  chemical  variables
     associated with weathering.

 3.   Linking chemistry to geography and land use,
     including nonpoint sources of pollution.

 4.   Creating or revising ANC maps.

 5.   Calibrating  target  population  data obtained
     from 1:250,000-scale maps with smaller scale
     maps and remote imagery.

 6.   Devising population estimates based on area!
     export coefficients (using Equation [5.1]).

 7.   Comparing the Phase l-Pilot Survey data with
     other intensive and synoptic stream and lake
     data available for the Southern Blue Ridge.
                                                                       87

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                          6.  Conclusions and Recommendations
6.1   Conclusions
The primary objectives of the Phase l-Pilot Survey
were to (1) test the ability of the proposed sampling
design to meet the Phase I objectives and (2) evaluate
the logistics plan  and data analysis plan for Phase
I. The  Phase l-Piiot  Survey demonstrated that a
regional-scale synoptic survey of streams of the size
targeted  in  the  data  quality  objectives can be
accomplished logistically,  will  produce robust
population estimates for important chemical varia-
bles based on a single spring sampling, and has the
potential of producing a relatively simple geochem-
ical grouping of streams with reasonable support in
the scientific literature. The results of the study were
deemed to  be  adequate to  meet the Phase  I
objectives, so no further Phase I field work is planned
for the Southern Blue Ridge Province. It is important
to avoid sampling during major hydrologic events
or post-stratify the data, so that the distributions are
not affected  by episodes, during which pH and ANC
are temporarily depressed. For population estimation
alone, there is apparently little value in replication,
if sampling  is confined to the  spring  of the year.
in the Southern  Biue Ridge, pH  showed virtually
identical  population distributions in  spring  and
summer.  However, ANC  increased  substantially
between the two periods. Summer sampling did not
affect  the interpretation  of sulfate  and nitrate
distribution estimates generated from spring data.

The Phase l-Pilot  Survey used a sample size of 54
to generate  distribution  estimates for chemical
variables, but  subsequent analyses  could be
performed to determine the  effects of sample size
on the distributions. Such experiments would also
be  useful  in evaluating the  absolute  minimum
sample size that is likely to be useful for assessment
purposes.

There were  significant differences in the concen-
trations of most important NSWS variables between
the upstream and downstream nodes of the reaches
in the target  population.  The  changes varied
sufficiently  in both magnitude  and direction  that
calibration of one value on another does not appear
to bepossible. Univariate and multivariate regres-
sions indicated that of all of the geographic variables
tested,  only elevation showed  any  significant
relationship to pH or ANC concentration on a region-
wide basis. Even this relationship proved to be too
weak for predictive or descriptive purposes.

Classification  of  streams for further  study  also
appears  to be  possible on the basis of a single
synoptic sampling  of  the Southern Blue Ridge
streams. However, it is desirable to have two samples
to make  chemical changes associated with hydro-
logic or pollution  events  easier to  identify, and to
provide an estimate of the degree of robustness of
the classification. The  latter  factor is  particularly
important if the Phase I streams themselves are to
be the primary candidates for study in future phases
of field work. However, it would be valuable even
if they  serve only to identify the desired character-
istics of other sites  chosen  for their  greater
accessibility.

The  Phase l-Pilot  Survey  was useful in greatly
increasing the probability of success and decreasing
the cost of a full Phase I  Survey. Evaluation of the
logistics plan indicated that a ground-based synoptic
survey  of randomly chosen streams over a large
geographic region could be carried out safely and
successfully.  Field  experiments and evaluations
identified the  most promising techniques  and
protocols, as well as potential problems ranging from
instrument malfunctions to disbursing pay envelopes
to field crews. The data management and QA/QC
programs proved largely successful, and experience
gained  in these programs will undoubtedly reduce
unnecessary sample processing costs and eliminate
many troublesome communication bottlenecks. The
successful completion  of the pilot  study and  the
timely analysis of the data were critical in producing
a scientifically acceptable and cost-effective Phase
I research plan.

Finally, the Phase  l-Pilot  Survey data set can and
will certainly be used in an assessment context, as
regulators, resource managers, and others charged
with environmental assessment seek to quantify the
extent of acidic and low ANC  waters of the United
States that are potentially susceptible to acidification
by atmospheric deposition.  While the target popu-
lation  of reaches was characterized  by a high
proportion of low ANC  reaches, less than 3.2% of
the stream  length  in  the  target  population  was
estimated to have an index pH below 6.4. Thus, the
                                               88

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Phase l-Pilot Survey data base provides a snapshot
in time  of the resource at risk as represented by
the target population. This information will become
increasingly meaningful as our overall understand-
ing of the  relationships between acid deposition,
water quality, and aquatic biota improves.

6.2  Recommendations for Phase I
Analysis of the Phase  l-Pilot Survey results were
used in  formulating recommendations for changes
in the proposed Phase  I sampling design, logistics
plan,  QA and  methods  plan, and in  the data
management system. It is not known to what extent
the recommendations made are based on conclu-
sions drawn about a unique geographic region, the
Southern Blue Ridge Province. Therefore, scientific
judgment exercised by EPA, contractor, and external
scientists was in  many cases used to extrapolate
the Pilot Survey results to other regions of study.
In particular, the  input of  scientists who work
extensively or exclusively  on  ecosystems in these
new regions of study were crucial in altering the
proposed Phase I design in a responsible and timely
way. The modified Phase I  Research Plan was
deemed sufficient to proceed with a full scale Phase
I Survey in the Mid-Atlantic region during the spring
of 1986 (U.S.  EPA,  1985b). The  following list
summarizes the modifications in the proposed Phase
I design which were recommended and enacted.

 1. Population estimates based on data collected
    during the spring  sampling season  provide a
    good "index" for characterizing the chemical
    status of mid-sized streams. Because ANC and
    pH are not lower during the summer and the
    most sensitive life stages of fish are typically
    present during the spring, summer sampling
    is  unnecessary for  population description
    purposes.

 2. Whereas  one spring sampling appears ade-
    quate for population description, replication is
    desirable  for classifying streams. This  is
    particularly true if the goal of classification is
    to identify Phase I streams for further intensive
    studies. Therefore, two samplings are recom-
    mended for  meeting  both  primary  Phase  I
    objectives.

 3. Because the goal of Phase I is to describe the
    population of target reaches using the "index"
    concept, it is important to avoid sampling under
    transient hydrologic conditions  such as major
    rain storms or snowmelt events, during which
    relatively  large  changes in  many  chemical
    variables  may occur.  Regional studies of
    episodic acidification, like long term monitoring
    and studies of biological resources, will almost
    certainly be performed on a limited number of
    aquatic systems that  can be considered as
    "regionally  representative"based on Phase  I
    classification, acid deposition inputs, land use,
    physiography, and other characteristics. There-
    fore, it is recommended that Phase I sampling
    be conducted so that field sampling does not
    occur during or immediately after major rainfall
    or snowmelt events.

4.  Observed differences irj  chemical concentra-
    tions measured at upstream and downstream
    nodes were statistically significant for five of
    the six major variables. In Phase I, it will be
    desirable to estimate the chemistry of the entire
    reach, so it is  recommended that both nodes
    of each reach  be sampled.  The chemistry of
    the intervening water  will then  be estimated
    by interpolation. Although not totally satisfac-
    tory, this practice should improve the popula-
    tion estimates  to some extent. As an added
    benefit, chemistry from the upstream node can
    be used to make estimates for  the smaller
    watersheds draining  into  the NSS target
    population reaches, as well as to estimate an
    area! contribution index for the watersheds
    contained in the target population itself.

5.  In subsequent  Phase  I surveys, it is  recom-
    mended that revised site inclusion criteria be
    used to identify the target  population.  The
    following criteria are suggested, and these are
    summarized in  the  1986 Draft Research  Plan
    (U.S. EPA, 1985b).

    a.  The boundary  reach  criteria should be
       consolidated into one rule: reaches should
       be considered  non-reaches  to a  given
       subregion if greater than 50% of the  blue
       line length lies outside the region boundary.

    b.  It  is now  assumed  that reservoirs in
       watersheds of < 60  mi2 are unlikely to
       significantly affect reach chemistry,  and
       that downstream nodes of influent reaches
       can be identified adequately during  field
       reconnaissance.  Reservoir  tailwater
       reaches are included  as  a special class of
       interest reaches (N2R) in Phase I.

    c.  New categories were subsequently added
       to the Phase I site rules  as problems with
       the original  rules were encountered in  new
       regions. Urban  reaches  (based on areas
       indicated in yellow on  USGS 1:24,000-
       scale topographic maps) are defined as non-
       interest  reaches in Phase I. This decision
       was  made  because  of the  operational
       difficulty of determining drainage boundar-
       ies when no contours are shown within the
       mapped urban areas,  and also because of
                                                                       89

-------
        the perception that these reaches are not
        at risk. Inappropriate physical  habitat or
        gross  point-source pollution reduce  the
        importance of possible impacts due to
        acidification. Special categories  of interest
        reaches have been added to the Phase I
        site  rules to include wetland reaches with
        indistinct topographic drainage boundaries
        and large  "headwater"  reaches with
        drainage areas > 60 mi2.

An addition to these  changes in sampling design,
the following changes in the logistics and QA plans
were recommended for Phase I:

 1.  As a result of the comparability of the two field
    pH methods, it is recommended that the closed-
    system  measurement be dropped in Phase I.
    C02 degassing is apparently slow  enough in
    quiescently stirred solutions, so that electrode
    instability is not a problem in the open-system
    measurement. The open-system measurement
    is  much easier  to perform in the field,  and
    requires less equipment.

 2. An automated aluminum speciation  and
     measurement technique  using  pyrocatechol
    violet (Dougan and Wilson, 1974; Rogeberg and
     Henriksen, 1985) will be instituted in  Phase
     I to avoid problems associated with the manual
    technique used in the Phase l-Pilot  Survey.

 3.  Sample holding times for syringe and Cubitain-
     ers will be increased from 12 to 24 hours based
     on results from several  holding time experi-
     ments that we performed during the Phase I-
     Pilot Survey. Given this decision, it is recom-
     mended that the mobile field laboratory be
     deployed in Las Vegas during Phase I, rather
     than at base sites  in the field. Samples will
     be transported by  overnight air  courier  in
     coolers kept at  4°C to Las Vegas, and pres-
     ervation at the laboratory will occur within 24
     hours of sample collection.

  4.  Because the contract laboratory met the limits
     for matrix spike recovery  for every batch of
     samples analyzed in the Phase l-Pilot Survey
     and no matrix  interferences were observed,
     matrix spike QC samples will not be used during
     the Phase I Survey.


 6.3   Related Documents
 In addition to this report, supplemental  information
 on the National Stream Survey Phase l-Pilot Survey
 can be found in the series of ancillary manuals and
 reports. Many of the technical manuals used were
 in draft form at the time the Phase l-Pilot Survey
 was  conducted.  If substantive changes were not
anticipated to technical manuals to be used for the'
full-scale Phase I Survey, then separate Pilot Survey
manuals will not be published.  Major changes in
Pilot Survey methods  and procedures planned for
Phase I were summarized in this report. The related
documents include:

 1.   Field Operations Report,  National  Surface
     Water Survey, National Stream Survey, Pilot
     Survey.  1986. Knapp, C. H., C. L. Mayer, D.
     V. Peck, J. R. Baker, and G.  J. Filbin. Lockheed
     Engineering and  Management Services Com-
     pany, Inc., Las Vegas, Nevada 89109 (draft).

 2.   Quality Assurance  Plan  for the National
     Surface Water Survey. Stream Survey (Middle
     Atlantic Phase I, Southeast  Screening  and
     Middle  Atlantic Episodes Pilot). 1986. Drouse,
     S. K., D. C. Hillman, L W. Creelman, and S. J.
     Simon.  Lockheed Engineering and Manage-
     ment Services Company,  Inc., Las  Vegas,
     Nevada 89109 (draft).

 3.   Evaluation of  Quality Assurance and  Quality
     Control Sample Data for the National  Stream
     Survey  (Phase l-Pilot Survey). 1986. Drouse,
     S. K. Lockheed Engineering and Management
     Services  Company,  Inc., Las Vegas,  Nevada
     89109 (draft).

 4.   Analytical Methods Manual: National Surface
     Water Survey, Stream Survey (Middle Atlantic
     Phase  I, Southeast  Screening, and  Middle
     Atlantic Episodes  Pilot). 1986a. Hillman, D. C.,
     S. H. Pia, and S. J. Simon. Lockheed Engineer-
     ing and Management Services Company, Inc.,
     Las Vegas, Nevada 89109 (draft).

 5.   Data Management and Analysis Procedures for
     the National Stream Survey. 1987. Sale, M. J.
     (editor). ORNL/TM. Oak Ridge National Labor-
     atory, Oak Ridge,  Tennessee 37831 (draft).

 6.   Draft Research Plan, National Surface Water
     Survey: National  Stream Survey, Mid-Atlantic
     Phase I and Southeast Screening.  1985. U.S.
     Environmental Protection  Agency, Office of
     Research and Development, Washington, D.C.
     20460.

 7.   Draft Sampling Plan for Streams in the National
     Surface Water Survey. Technical Report  114
     (July 1986) Overton, W.  S.  Department of
     Statistics, Oregon State University, Corvallis,
     Oregon 97331.
                       90

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                                        7. References
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  to  Acid  Precipitation  and Adirondack  Surface
  Water Quality. Ph.D.  Thesis, Cornell  University,
  Ithaca, NY.
Beamish, R. J., and H. H. Harvey. 1972. Acidification
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Beamish, R. J., W. L. Lockhart, J. C. Van Loon, and
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Bovee, K. D., and D. Cochnauer. 1977. Development
  and evaluation of weighted criteria probability-of-
  use curves for instream flow  assessments.
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Burke,  E.  M., and D. C. Hillman.  1987.  Syringe
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Chorley, R. J., and P. F. Dale. 1972. Cartographic
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Cochran, W. G. 1977. Sampling Techniques, 3rd Ed.
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Cogbill, C.  V., G. E. Likens, and T. A. Butler. 1984.
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Dougan, W.  K.,  and A. L. Wilson. 1974.  The
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Drouse, S. K. 1987. National Surface Water Survey,
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Fenneman, N.  M. 1946. Physical divisions of the
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Fountain, J., and D. T. Hoff. 1985. AQUARIUS User's
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Galloway, J. N.,  S. A. Norton, and  M. R. Church.
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Gunn, J. M., and W. Keller. 1984.  Spawning site
  water  chemistry and lake  trout (Salvelinus
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Haines,  T.  A.  1981. Acidic precipitation and  its
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  Stream Survey  Field Training and  Operations
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                       94

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                Appendix A
Cumulative Distributions for Chemical Variables
                    95

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Figure A. 1.    Population distribution estimate for CO2 acidity, based on spring downstream averages.
   1.0
 c
 .o
   0.8
   0.6
 n 0.4
 D
 E
 3
 o
   0.2 \
   0.0
   0.0
Data Subset = Downstream Spring Averages      Variable = CO2 Acidity

                                          1.0
                                    Number of Reaches
                                     	Proportion § X
                                     	Upper 95% Cl
               20        40       60

                      CC>2 Acidity (/ueq L"1)
                          80
                                   100
                                                                           Water Surface Area
                                                                            	Proportion ^ X
                                                                            	Upper 95% Cl
                                                                           60
                                                              CO2 Acidity (/ueq L"
                                                                       80      100
                                    Length of Reaches
                                          Proportion S X
                                    	Upper 95% Cl
                                                                            Total Drainage Area
                                                                            —— Proportion ^ X
                                                                            	Upper 95% Cl
               20
     40       60

    COz Acidity (/ueq L
                                        20        40        60

                                               CO2 Acidity (/ueq L"
                              Number of
                               Reaches
                                                             Population Estimates
                                   Water
                                Surface Area
                                  (Hectares)
                                            Reach
                                            Length
                                             (km)
                                         Total
                                    Watershed Area
                                        (sq km)
 Totals
            2021
     Actual
       54
                 Sample Sizes
Unique
  52
Effective
  84
                     4633
                                                                               8963
                                        51215
20%ILE(/ueqL'1)
40%ILEU/eqL"1)
Median (/ueq L"1)
60%ILE(jueqLM)
80%ILE(jueqL"1)
31.38
35.62
37.33
39.18
46.98
28.22
33.90
35.74
39.00
46.49
28.96
35.50
36.64
39.22
47.21
28.20
35.32
38.76
42.81
46.39
Min
0.03
                                                  Sample Weighted Statistics (/ueq L 1)
 Max
116.42
Mean
41.16
 SD
19.34
                           96

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Figure A.2.   Population distribution estimate for organic aluminum, based on spring downstream averages.




                            Data Subset = Downstream Spring Averages     Variable = Organic Aluminum
I.U
0.8
c
o
'€
§0.6
it
§
S 0.4
3
E
O

.0.2
o n











0 5 10 15









Number of Reaches
., Proportion ^ X
_. 	 Upper 95% Cl
I.U
0.8
|
§• 0.6
Q-
.1
.2 0.4 J
3
3
0
n o •


is /
\l
r
j
,1
i/
Jf
n
tj









;l Water Surface Area
/ :
20 25 30 05 10 15
Organic Aluminum (/ug L~1) Organic Aluminum

0.8
c
o
e
o
§0.6
a.
.1
.20.4.
E
3
O



00















0 5 10 15












Length of Reaches
— « — ; Proportion S X
	 Upper 95% Cl

0.8
c
o
C
o0.6

I
30.4
E
3
O
ft f\


nn .












	 Proportion ^ X
	 Upper 95% Cl
20 25 30
(/ug L-')












Total Drainage Area
_
-
20 25 30 05 10 15
— . Proportion g X
	 Upper 95% Cl
20 25 30
Organic Aluminum (ug L"1) Organic Aluminum (/ug L"1)
Population Estimates

Water Reach
Number of Surface Area Length
Reaches (Hectares) (km)
Totals 2021 4633 8963
20 %ILE Oug L'1) 1-27 1.26 1.32
40 %ILE (,ug I'1) 1.68 1.97 1.71
Median (jugL'1) 2.08 2.03 2.00
60 %ILE (ug L-1) 2.65 2.64 2.31
80 %ILE (ug L"1) 3-03 4.49 3.51
Sample Sizes
Sample Weighted Statistics (/ug
Actual Unique Effective Min Max Mean
54 36
84 0.47 15.22 2.65
Total
Watershed Area
(sq km)
51215
1.14
2.02
2.12
2.64
3.46
L-1)
SD
2.04
                                                                                   97

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Figure A.3.    Population distribution estimate for total aluminum, based on spring downstream averages.
   1.0
   0.8
§• °-6

I
jo 0.4
1
o
   0.2
  0.0
  1.0
   0.8
c
o

a 0.6 •
ct

1
50.4
O
   0.2
  0.0 . —
     0
                      Data Subset = Downstream Spring Averages      Variable = Total Aluminum

                                                              1.0
                                r
                                    Number of Reaches
                                     .. I. . Proportion S X
                                     	Upper 95% Cl
                                                              0.8
                                                            c
                                                            o
                                                              0.6
                                                            ct
                                                            §
                                                            S 0.4 -I
                                                            3
                                                            E
                                                            3
                                                            O
                                                              0.2
                  50          100          150

                     Total Aluminum (fig L"1)
                                                       200
                                     Length of Reaches
                                        .  Proportion & X
                                     	Upper 95% Cl
                                                              0.0
                                                              1.0
                                                              0.8
                                                            c
                                                            o

                                                            o
                                                           .1
                                                           JS 0.4-
                                                           O
                                                              0.2
                                                              0.0
                  50          100          150

                      Total Aluminum (fig L"1)
                                                      200
                                                                                                Water Surface Area
                                                                                                 	Proportion § X
                                                                                                	Upper 95% Cl
                                         50          100          150

                                            Total Aluminum (/jg L"1)
                                                                                                                  200
                                                                                                Total Drainage Area
                                                                                                 _    Proportion § X
                                                                                                 	Upper 95% Cl
                                         50          100          150

                                           Total Aluminum (/ig L~1)
                                                                             200
Population Estimates

Totals
20 %ILE (fig L'1)
40 %ILE (fig L"1)
Median (fig L )
60 %ILE (fig L'1)
80 %ILE (fig L'1)

Actual
Number of
Reaches
2021
58.30
76.98
81.08
90.12
142.59
Sample Sizes
Unique Effective
Water
Surface Area
(Hectares)
4633
56.66
75.04
78.34
82.23
131.22

Min
Reach
Length
(km)
8963
55.70
77.84
82.35
93.62
142.63
Sample Weighted Statistics (fig
Max Mean
Total
Watershed Area
(sq km)
51215
55.87
74.87
75.38
76.24
102.61
L-1)
SD
       54
                      54
84
38.67
355.33
101.09
54.06
                            98

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Figure A.4.    Population distribution estimate for ammonium, based on spring downstream averages.

                         Data Subset = Downstream Spring Averages      Variable = Ammonium
   0.0
                                     Number of Reaches
                                     —— Proportion S X
                                     	Upper 95% Cl
                                                               1.0
                                                             c
                                                             o
                                                               0.8'
                                                               0.6
                                                               0.4
                                                             i
                                                             D
                                                             O
                                                               0.2
                                           0.0
                                                                             Water Surface Area
                                                                             __ Proportion % X
                                                                             	Upper 95% Cl
                      Ammonium (/ueq L"1)
                                                                   2         3

                                                              Ammonium (j/eq L"1)
   1.0
   0.8
 c
 o
 c

 I 0.6
Q-

I
| 0.4
 B
 3
O
   0.2
   0.0
                                      Length of Reaches
                                     ___  Proportion ^ X
                                     	Upper 95% Cl
                                                               1.0
                          2         3

                       Ammonium (/ueq L"1)
                                            0.8
                                         c
                                         o
                                         '£

                                         10.6
                                         CL

                                         I
                                         | 0.4
                                         E
                                         o
                                           0.2
                                                              0.0
                                                                             Total Drainage Area
                                                                             — Proportion S X
                                                                             	Upper 95% Cl
                                                                  2          3

                                                              Ammonium (//eq L"1)
Population Estimates

Totals
20%ILEtueqLT1)
40%ILE(jueqL"1)
Media n(jueq L"1)
60 %ILE fr/eq L"1)
80%ILEOueqL"1)
Sample Sizes
Number of
Reaches
2021
0.54
0.61
0.86
0.90
1.36

Water
Surface Area
(Hectares)
4633
0.58
0.72
0.79
0.86
1.01

Reach
Length
(km)
8963
0.54
0.64
0.79
0.89
1.07
Sample Weighted Statistics Cueq
Total
Watershed Area
(sq km)
51215
0.59
0.78
0.86
0.90
1.01
L-1)
    Actual
      54
Unique
  52
Effective
   84
Min
0.25
Max
3.40
Mean
0.98
 SD
0.62

-------
Figure A.6.    Population distribution estimate for calcium, based on spring downstream averages.
          Data Subset = Downstream Spring Averages                _                Variable = Calcium
c
o
    1.0
    0.8
    0.6
§   0.4
1
I   °'2
    0.0
 o
I
 S
    1.0
    0.8
0.6
a  o.4
"3 '
3 .0.2
    0.0
                                     Number of Reaches
                                          Proportion £ X
                                     .... Upper 95% Cl
                                                              1.0
                                                          0.8.
                                                        jo.6,
                                                        i'
                                                        •S0.4
                                                        £
                                                        3
                                                        u'o.2
                  100          200         300
                         Calcium foueq L"1)
                                     Length of Reaches
                                           Proportion SX
                                     .... Upper 95% Cl
100         200         300
       Calcium (/ueq L"1)
                                                           0.0
                                                   400      0
                                                              1.0
                                                              0.8,
.5
£0.6^
Q.
                                                         §0.4
                                                        I
                                                         3
                                                        5 0.2
                                                              0.0
                                                       400
                                                                                            Water Surface Area
                                                                                            	Proportion s x
                                                                                            	Upper 95% Cl
                 100         200         300
                       Calcium (f/eqL~1)
                                                                                              400
                                                                                            Total Drainage Area
                                                                                            __ Proportion S x
                                                                                            	Upper 95% Cl
                                                                         100         200         300
                                                                                 Calcium (jueq L"1)
                                                     400'
Population Estimates

Totals
20%ILE(peqL'1)
40%ILE(A/eqL"1)
Media n(peqL 1)
60%ILE(A(eqL"1)
80%ILEOueqL"1)

Actual
54
Number of
Reaches
2021
36.79
59.74
64.69
71.89
131.81
Sample Sizes
Unique Effective
54 84
Water
Surface Area
(Hectares)
4633
33.55
55.10
59.71
69.55
132.82

Min
25.45
Reach
Length
(km)
8963
35.82
59.80
65.86
84.67
136.73
Sample Weighted
Max
1588.5
Total
Watershed Area
(sq km)
51215
36.45
53.14
59.24
59.75
119.50
Statistics (//eq L'1)
Mean SD
190.79 362.59
                            700

-------

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-------
Figure  A.8.    Population distribution estimate for dissolved inorganic carbon, based on spring downstream averages.
    1.0
    0.8
c

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                                     Number of Reaches
                                           Prnpnrtinn S X
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                     Diss. Inorg. Carbon (mg L"1)
                                   20
                                     Length of Reaches
                                     _^, Proportion § X
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                    5           10          15

                     Diss. Inorg. Carbon (mg L~1)
                                   20
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                                        1
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                                                                           Water Surface Area
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                                           Diss. Inorg. Carbon (mg L"1)
                                                                          Total Drainage Area
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                                                                           	Upper 95% Cl
                                          5           10           15

                                           Diss. Inorg. Carbon (mg L"1)
                                                                                                                    20
Population Estimates



Totals
20%ILE(mgL'1)
40%ILE(mgL'1)
Median (mg L"1)
60%ILE(mgL'1)
80%ILE(mgL"1)

Actual

Number of
Reaches
2021
1.12
1.36
1.61
1.74
2.54
Sample Sizes
Unique Effective
Water
Surface Area
(Hectares)
4633
0.92
1.26
1.41
1.56
2.66

Min
Reach
Length
(km)
8963
1.12
1.39
1.63
1.76
2.70
Sample Weighted Statistics (mg
Max Mean
Total
Watershed Area
(sq km)
51215
1.12
1.20
1.33
1.55
2.47
L-1)
SO
       54
54
84
0.41
                                                                            19.52
                                                                     3.17
                                                                                                         4.62
                                                                                      103

-------


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-------
Figure A.13.    Population distribution estimate for total fluoride, based on spring downstream averages.

                       Data Subset = Downstream Spring Averages      Variable = Total Fluoride
   0.0
   1.0
   0.8
 c
 o
'£;
  i 0.6
a.
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I
 3
    0.2
   0.0
                                     Number of Reaches
                                     —__, Proportion S X
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                   246

                     Total Fluoride (//eq U"1)
                                     Length of Reaches
                                     __, Proportion S X
                                     .... Upper 95% Cl
                   2            4

                     Total Fluoride (/Keq L"
                                                               0.8
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0.0
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                                  —.. Upper 95% Cl
                  Total Fluoride (/ueq L"1)
                                  Total Drainage Area
                                        Proportion
                                  	Upper 95% Cl
                  Total Fluoride (/ueq L )
Population Estimates
Number of
Reaches
Totals
20%ILE&ueqL~1)
40%ILE(//eq L"1)
Median (//eq L"1)
60%iLE(//eqL'1)
80%ILE(//eqL"1)
Sample Sizes
Actual Unique
54 51
2021
.03
.31
.42
.55
.64

Effective
84
Water
Surface Area
(Hectares)
4633
0.97
1.06
1.13
1.29
1.69

Min
0.82
Reach Total
Length Watershed Area
(km) (sq km)
8963
1.02
1.15
1.36
1.45
1.92
Sample Weighted Statistics (//eq L"1)
Max Mean
5.24 1.51
51215
0.97
1.02
1.11
1.41
1.62

SD
0.61
                             108

-------


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p
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-------
Figure A.16.    Population distribution estimate for dissolved manganese, based on spring downstream averages.

            Data Subset = Downstream Spring Averages                         Variable = Dissolved Manganese
    1.0
   0.8
c
o
r  0.6
o
Q.
o
    0.4
   o.o
                                     Number of Reaches
                                     _     Proportion g X
                                     	Upper 95% Cl
                          1.0 tr
                             II
                                                  Water Surface Area
                                                  	    Proportion &X
                                                  .... Upper 95% Cl
                10
                         20
30
40
          50
                    Dissolved Manganese (fig L  }
                          0.0
                                                             1.0
                                                             0.8
10        20        30        40

    Dissolved Manganese (//g L"1)
50
                                    Length of Reaches
                                    ___ Proportion S X
                                    .... Upper 95% Cl
   0.0
                          0.0
                                                           Total Drainage Area
                                                           __,Proportion §X
                                                           .... Upper 95% Cl
               10       20       30        40

                    Dissolved Manganese (//g L"1)
                                      10        20        30        40

                                         Dissolved Manganese (/jg L"1)
                                                                    50
Population Estimates
Number of
Reaches
Totals
20 %ILE (fjg L'1)
40%ILE(^gL~1)
Median (fjg L"1)
60%ILE(AigL"1}
80 %ILE (jug L'1)
Sample Sizes
Actual Unique
2021
0.77
2.71
5.75
7.79
16.86

Effective
Water
Surface Area
(Hectares)
4633
O.67
1.42
2.85
7.69
12.56

Min
Reach Total
Length Watershed Area
(km) (sq km)
8963
0.73
1.83
5.96
9.19
17.64
Sample Weighted Statistics (fig L"1)
Max Mean
51215
0.90
1.89
3.50
9.18
9.83

SD
      54
                     47
                                    84
                                                            0.00
                                                                          49.33
                                                    10.37
                                                                                                      12.99

-------



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to
CD
3
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ca
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b
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p      p      p      o      P
p      ro	ja.      g>	oo
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-------


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             Cumulative Proportion
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c/i
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CD
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c
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t
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       Cumulative Proportion
Cumulative Proportion
                                 c

                                 3;
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                                 •<

                                 Z
•o. -
                                                                      *-..
                                         ..  I
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                                         III
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II
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^'

-------
                                        Appendix B
                            Geographic Data for Stage II Sites

Table B.1.   Geographic Data for Phase I—Pilot Survey Second Stage sampling sites.
Reach
ID#
Stream
Name
County of
Location
Grid
Latitude
Site
Longitude
7-V2 Minute
Map Stream
Location
Number
of
Reaches
Drainage
Area
(Mi.2)
Crew
ID
Code
Chattanooga
2A00701
2A07702
2A07703
Knoxville
2A07801
2A07802
2A07803

2A07805
2A07806
2A07807

2A07808

2A07810

2A07811

2A07812
2A07813

2A07814
2A07815
2A07816


2A07817
2A07818
2A07819

2A07820
2A07821

2A07881
2A07882
2A07822
2A07823

2A07824
2A07825

2A07826


2A07827
2A07828
2A07829

Sugar Cove Branch
Childers Creek
Hall Creek

Big Fork
Puncheon Fork
Unnamed Trib. of
Ellejoy Crk.
Cosby Creek
Roaring Fork
North Fork

Armstrong Creek

Little River Gorge

False Gap Prong

Correll Branch
Little Sandy Mush
Creek
Reems Creek
Curtis Creek
Eagle Creek
(Gunna Creek)

Forney Creek
Bunches Creek
Crooked Creek

Pigeon River
Grassy Creek

Walnut Creek
Little Branch Cr.
Sweetwater Creek
Brush Creek

Middle Prong
S. Fork Mills R.

Henderson Creek


Welch Mill Creek
Whiteoak Creek
Catheys Creek

Monroe/FC
Polk
Polk

Cocke
Madison
Blount

Cocke
Madison
Buncombe

McDowell

Sevier/P

Sevier/P

Haywood/P
Madison

Buncombe
McDowell
Swain/P


Swain/P
Swain/I
McDowell

Haywood
Henderson

Madison
Haywood
Graham
Swain

Haywood/FP
Tran./FP

Henderson


Cherokee
Macon/FN
Tran.

35°19'56"
35°12'30"
35°05'56"

35°54'43"
35°55'35"
35°46'40"

35°47'37"
35°48'11"
35°48'57"

35°49'20"

35°40'04"

35°40'35"

35°41'0r
35°41'24"

35°41'50"
35°42'18"
35°32'57"


35°33'28"
35°33'52"
35°35'39"

35°27'48"
35°28'36"

35°48'4r
35°27'16"
35°19'15"
35°19'46"

35°20'41"
35=21 '07"

35°21'33"


35°12'00"
35°12'35"
35°13'57"

84°03'46"
84°28'30"
84°19'47"

83W03"
82°32'19"
83°47'47"

83°14'09"
82°57'24"
82°23'39"

82°06r57"

83°38'52"

83°22'11"

83°05'28"
82°48'42"

82°31'54"
82°15'09"
83°46'59"


83°13")1"
83°30'31"
82°06'33"

82°48'06"
82°14'44"

82°40'28"
83W47"
83°46'07"
83°29'31"

82°56'05"
82°39'21"

82°22'36"


83°54'09"
83°22'36"
82°47'23"

Big Junction (TN-NC)
McFarland (TN)
Isabella (TN-NC)

Neddy Mtn. (TN)
Sams Gap (NC-TN)
Wildwood 
-------
Table B.1.
Q-j_ _L_
Heacn
ID#
(continued)
Stream
Name

County of
Location
Grid Site

Latitude

Longitude
7-1/2 Minute Number
Map Stream ~x
Ul
Location Reaches
Drainage
Area
(Mi.2)
Crew
ir\
IU
Code
Knoxville (continued)
2A07830



2A07831



2A07832

2A07833


2A07834

2A07835

2A07881
2A07882
2A07891*

2A07892*

2A07893*

2A07894*
2A07895*

2A07896*
Rome
2A08801

2A08802
2A08803
2A08804
2A08805
2A08806

2A08808
2A08809
2A08810

2A08811

2A08891*
Greenville
2A08901


2A08902
2A08903
2A08904

2A08905

2A08906
Mud Creek



N. Pacolet River



Tusquitee Cr.

Allison Creek


Brush Creek

Middle River

Walnut Creek
Little Branch Cr.
Cosby Creek

Twentymile Creek

Jarrett Creek

Slope Fork
Moses Creek

Pinnacle Branch

Unnamed Trib.
to Perry Creek
Dunn Mill Creek
Owenby Creek
Bear Creek
Weaver Creek
Unnamed Trib. to
Kiutuestia Creek
Whitpath Creek
Tickanetley Creek
Bryant Creek

Hinton Creek

Chester Creek

Persimmon Cr.


West Fork
Nottely River
She Creek

Chattahoochee
River
Deep Creek
Henderson



Polk



Clay

Macon


Macon

Greenville

Madison
Haywood
Cocke/P

Swain/P

Macon/FN

Macon
Jackson

Macon

Murray

Fannin
Fannin
Gilmer/Fch
Fannin
Union

Gilmer
Gilmer
Lumpkin/Fch

Pickens

Fannin/Fch

Rabun


Rabun
Union
Rabun

White

Hebersham
35°14'32"



35°14'54"



35°05'37"

35°06'08"


35°06'35"

35°07'30"

35°48'27"
35°03'39"
35°44'50"

35°28'00"

35°08'50"

35°03'48"
35°19'30"

35°03'27"

34°57'15"

34°57'48"
34°58'07"
35°50'45"
34°51'07"
34°51'33"

34°44'04"
34°37'27"
34°37'48"

34°30'26"

34°39'30"

34°56'56"


34°57'25"
34°49'07"
34°50'19"

34°42'35"

34°43'16"
82°30'48"



82°14'00"



82°45'23"

83°28'42"


83°12'13"

82°39'00"

83°43'36"
83°27'04"
83°12'00"

83°52'25"

83°37'00"

83°26'11"
83W15"

83°28'03"

84°43'33"

84°26'57"
84°10'21"
84°35'04"
84°18'33"
84"OV55"

84°26'22"
84°17'45"
84°01'15"

84°25'41"

84°10'40"

83°29'08"


83°12'46"
83°53'46"
83°20'37"

83"44'59"

83°28'27"
Hendersonville (NC)
Standingstone Mtn.
(NC)
Horse Shoe (NC)
Inman (SC-NC)
(15' map)
Tigersville (SC-NC)
(15' map)
Hayesville (NC)
Shooting Creek (NC)
Prentiss (NC)
Rainbow Springs
(NC)
Scaly Mountain (NC)
Highlands (NC-GA)
Cleveland (SO
Table Rock (SC-NC)
Marshall (NC)
Hazelwood (NC)
Hartford (TN-NC)
Luftee Knob (NC-TN)
Fontana Dam (NC)
Cades Cove (TN-NC)
Wayah Bald (NC)
Topton (NC)
Prentiss (NC)
Tuckasegee (NC)
Sam Knob (NC)
Prentiss (NC)

Tennga (GA-TN)

Epworth (GA-TN)
Culberson (GA-NC)
Dyer Gap (GA)
Blue Ridge (GA)
Mulkey Gap (GA)

Ellijay (GA)
Tickanetley (GA)
Suches, Dahlonega
Campbell Mtn. (GA)
Jasper (GA)
Dyke (GA)
Noontootla (GA)

Hightower Bald
(GA-NC)
Dillard (GA-NC)
Satulah (GA-SC-NC)
Coosa Bald (GA)
Rainy Mountain
(GA-SC)
Cowrock (GA)
Helen (GA)
Tallulah Falls (GA)
1



1



1

11


1

1

5
1
1

1

1

-
1

?

1

1
3
1
1
1

1
13
1

1

1

1


12
27
1

5

1
6



25



40

6


4

11

37
4
3-1/2

7

6

-
11

?

1-3/4

2
4
1
3
3/4

3
18
2

1/4

2

6-1/2


45
58
6

32

4-1/2
T1B



T1B



W2R

W2R


T1R

S2B

TH2G
T2R
TH2R

M2B

S1R

S2R
T2B

S2R

M1G

T2G
TH1G
M2R
TH1G
TH1R

TH1G
M1B
W2B

M1B

W2B

S2R


T1R
TH1R
M1R

T2R

M1R
•Special interest points.
720

-------
  Appendix C
Geographic Data
     121

-------
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                          Appendix D
                         Chemical Data

Glossary for Chemical Data
The variable SAMPLE identifies the sampling time intervals. Codes 0, 1, 2,
3, and 4 refer, respectively, to sampling intervals SPO, SP1, SP2, SP3, and
SP4  in Table  3-1  of  this report. Streams Corresponding to the  stream
identification numbers (STRM-ID) are listed in Appendix B. Other variables
are identified below. For calculating spring index values, observations marked
with "E" after SAMPLE number should be replaced  by the average  of the
remaining two observations in SAMPLES 1 through 3. SAMPLES numbered
0 are not included in the calculation of index values.
The variable "WGT" is equal to "[/a^. Whenever making explicit population
estimates and their variances, WGT must be multiplied by the Stage II grid
point density (128 miVdata point) to obtain values of "w" used in Equations
2.1 and 2.6.
Variable
Name
NA16
K16
CA16
MG16
FE11
MN11
H16
ALKA1 1
S0416
IM0316
CL16
FTL16
SI0211
COND11
ALTL1 1
ALEX1 1
ALOR11
DOC11
COLVAL
TURVAL
ORGION
PTL11
NH416
CONIS
TM PSTR
PH-CLO
PH-OPN
PHSTVL
DICVAL
ALKA1 1
PHEQ11
PHAC11
PHAL1 1
DICE1 1

Chemical Definition
Sodium
Potassium
Calcium
Magnesium
Iron
Manganese
Hydrogen ion activity
Alkalinity
Sulfate ion
Nitrate ion
Chloride ion
Fluoride ion, Total
Silica
Conductivity
Aluminum, total
Aluminum, extractable
Aluminum, organic
Dissolved organic carbon
Color value
Turbidity value
Organic ion
Total phosphorous
Ammonium ion
Conductivity, in situ
Stream temperature
pH, routine closed
pH, routine open
pH, station value
Dissolved inorganic carbon
Alkalinity
pH, air equilibrated
pH, initial acidity
pH, initial alkalinity
Dissolved inorganic carbon (equil.)
125
Units
//eq L~1
//eq L"1
//eq L"1
//eq L"1
;ueq L
//eq L"
A
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-------

STRM.ID
2A07826U
2A07827L


^2A07827U
S
092A07828L




2A07828U

2A07829L



2A07829U

2A07830L




2A07830U
2A07831L




2A07831U
2A07832L

2A07832U

WST
0.245098
0.252525


0.252525

0.135870




0.135870

0.118203



0.118203

0.184343




0.184843
0.035842




0.035842
0.056625

0.056625

SAMPLE
I
1
2
3
4
4

0
1
2

4
3
4
1
2
3
4
3
4
0
1
2
3
4
4
0
1
2E
3
4
3
4
1
2
4
3
4

ALTL11
74000*0
70.5
104.0
73.0
101.0
47.0

43.4
78.1
55.0
102.0
1820.0
84.0
209.5
49.0
92.0
98.0
185.0
76.0
144.0
236.0
162.0
201.0
166.5
145.0
300.0
73.7
124.0
372.0
143.0
1890.0
121.0
2000.0
214.0
50.0
163.0
54.0
158.0
240.0
SAS
ALEX11
4.0
5.0
7.0
6.0
3.0
4.0
2.0

5.0
6.0
8.0
6.0
7.0
7.0
13.5
1.0
6.0
4.0
4.0
5.0
7.0
4.0


3.5
6.0
2.0
0.0
3.0
2.0
2.0
3.0
2.0
1.0
4.0
0.5
1:8
?:8

ALOR11
3.0
4.0
2.0
3.0
1.0
1.0
2.0

4.0
6.0
6.0
5.0
5.0
5.0
14.0
1.0
6.0
4.0
4.0
5.0
6.0
0.0
4.0
8.0
2.0
6.0
3.0
0.0
2.0
1.0
1.0
1.0
1.0
4.0
2.0
0.3
2,0
4.0
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4.0

OOC11
1.4
7.7
0.5
1.3
0.5
0.9
0.6

0.6
0.6
0.6
0.7
2.3
1.2
1.7
0.8
0.9
0.6
0.8
0.6
0.8
0.9
1.1
3.3
1.7
1.1
1.8
0.5
1.0
1.2
1.3
1.0
1.0
1.4
0.6
0.5
0.6
1.2
oil

COLVAL
r!8
15
i§
20
15

10
10
1 0
1 5
35
15
18
15
1 5
10
10
15
10
15
20
30
20
25
35
15
20
30
15
25
18
18
10
25
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7.4
1800.0
2.4
ki
2.3
0.6

0.3
0.4
1.6
1.6
42.0
0.9
3.0
0.4
1.1
1.6
3.2
2.1
3.0
4.7
5.2
7.9
8.4
2.6
8.8
2.0
2.7
42.0
5.4
38.0
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5.8
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3.1
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10.3
6.5
9.9
3.6
4.5
3.2
3.7
2.7
3.5
3.2
4.4
18.1

5*2
8.7
1.7
3.!

5.^
4.3
4.6
6.1
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3*1
5.7
3.4
2.5

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-------
                                                       3AS
                                        SAMPLE
PTL11
MH416
TUSVAL
CQNIS
TWPSTt?
pi
CO
2A07701L



2A07701U

2A07702L




2A07702U
2A077G3L'



2A07703U

2A07801L



2A07301U

2A07802L



2A07802U
2A07833L



2A07803U

2A07805L



0.120627



0.120627

0.236967




0.236967
0.255102



0.255102

0.42372"



0.423729

0.136426



0.136426
0.505051



0.505051

0.729927



1
2
3
4
3
4
0
1
2€
3
4
4
1
2
3
4
3
4
1
2
3
4
3
4
1
2
3
4
4
1
2
3
4
3
4
1
2
3
4
0
4
14
11
13
10
8
12
26
20
21
0.0
0.4
0,6
0.2
1.9
0.1
0.4
1.2
0.3
0.8
0.9
S.2
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1.3
0.7
o.a
0.1
0.5
0.8
10.0
1.6
2.2
1 2
1 0
15
18
10
7
90
92
85
119
135
7.6
8.0
13.8
13.0
12.0
12.0
13.0
17.2
16.0
19.9
20.0
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                                                        63
           0,3
           0.8
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             7.S
             50
             32
            21.0
14

16
17
21
15
15
105
26
46
26
44
12
18
25
31
0.3
1.2
0.8
0.8
0.8
0.7
0.6
0.7

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0.9
1.6
0.9
0.6
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0.7
3.0
7.9
4.9
6.2
2.0
3,4
6.9
1.4
2.4
14.5
3.3
10.5
1.4
3.1
2.0
7.4
12
15
20
23
15
16
34
35
39
87
40
75
20
24
28
32
11.5
11.0
17.0
18.5
15.0
17.0
9.1
10.3
18.0
22.0
19.8
20.5
8.3
7.0
13.0
22.0
            13.0
9
15
21
73
37
50
22
1470
18
31
0.9
0.7
1.2
1.6
1.0
0.5
1.2
0.8
4.2
1.2
2.0
2.1
3,9
14.2
1.8
3.0
0.5
0.4
0.9
1.5
132
111
165
211
164
204
11
11
15
22
14.5
12.0
18.4
27.5
16.0
21.5
10.0
9.0
15.0
18.0

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-------

STRM_ia
2A07813U
2AQ7814L



2AQ7314U
2A07815L


2A07315U
2AQ7816L

2A07816U
2A07817L



2A07817U
2A07318L
2A07518U

2A07819L




WST
0.104275
0.072516



0.072516
0.059952


0.059952
0.034602

0.084602
0.096618



0.096618
0.990099
0.990099

0.027739




SAMPLE
3
4
0
1
3
4
3
4
1
2
4
4
1
2
4
4
1
2
3
4
4
2
4
3
4
1
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3£
4
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PTL11
69
361
11
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27
173
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5
5
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13
6
10
15
8
3
6
14
6
2
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19
12
24
19
19
65
47

UH416
2.5
1.8
0.5
1.2
1.0
1.9
1.9
0.7
0.6
0.4
0.6
0.8
0.8
2.1
0.7
0.5
0.7
0.6
0.9
0.4
0.4
0.8
0.5
0.7
0.6
0.4
0.8
1.6
0.8
0,9
0.4
0.4
1.1
1.0

TUHVAL
24.0
38.0
1.9
fc!
4.1
76.0
3.9
7.6
0.3
0.7
3.5
1.3
1.3
0.2
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0.5
0.1
0.3
8.6
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0.1
8:1
1.8
3.7
1.9
3.2
2.8
3.1
31.0
7.9

CONIS
29
25
35
35
50
44
52
H
13
15
17
16
15
9
10
'?
2
5
8
9
7
10
6
8
n
12
12
21
25
25
24

TMPSTR
15.3
15.8
9.0
10.0
10.4
16.3
19.0
«:I
12.0
11.2
15.9
20.0
19.0
6.0
7.0
till
14.0
6.0
7.1

12.0
12.0
5.0
6.8
11.5
18.0
12.0
17.0
10.0
10.2
16.9
23.0
2A07819U
0.027739
63
0.5
5.8
26
18.0

-------
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2A07820L



2A07820U

2A07S21L



2AQ7S21U
2A07322L



2A07822U
2A07823L



2A07323U

2A07824L



2A07824U
2A07825L




2A07S25U

2A07S26L



MST
0.081566



0.081566

0,393701



0.393701
0.151976



0.151976
0.132275



0.132275

0.080775



0.080775
0.043995




0.043995

0.245098



Si
0
2
3
4
3
4
1
2
3
4
4
1
2
3
4
4
1
2
3
4
3
4
1
2
3
4
4
0
1
2
3
4
3
4
1
2
3
4
                                         SAMPLE
SAS
PTL11
28
6

1 2
17
6
7
13
56
25
28
16
9
13
37
21
33
7
11
37
19
42
20
6
6
3
6

NH416
0.5
1.0
0.6
0.3
0.2
0.4
0.4
0.0
0.5

0^7
0.9
1.1
0.3

ila
1.6
0.4
0.6
1.2
0.7
1.2
0.5
0.0
0.4
0.7
0.5

TU«VAL
0.5
0.5
0.8
1.8
1.3
0.5
0.4
1.7
4.6
9.8
9.3
5.9
1.3
1.9
1.4
2.0
1.8
1.1
1.8
1.6
6.0
2.0
25.0
0,2
P,-?
0.2
0.8

CONIS
11
17
11
14
9
9
7
12
12
10
16
22
15
24
27
29
16
16
22
24
14
39
8
10
10
13

THPSTR
10.8
14.3
11.1
13.9
18.0
13.8
17.0
7.0
10.5
16.0
16.0
15.8
12.0
9.9
15.0
18.5
18.5
10.5
7.4
18.5
22.0
14.0
19.0
5.0
3.9
11.4
18.0
                                                                 0.4
0.3
14.0
10
4
10
9
18
9
20
16
17
26
84
1.1
0.6
0.6
0.6
0.1
0.5
0.4
0,4
0.6
2.5
2.6
0.3
0.5
0.6
7,0
1.1
0.6
5.6
2,0
2,2
6.0
5.0
8
13
9
10
3
10
7
38
36
50
52
8.0
14.0
11.4
15.8
17.0
13.0
15.0
9.0
9.Q
14,8
17.0

-------
               2A07S26U


               2A07827L
01
     MST

0.245098


0.252525
SA«PLE


4
2A07827U
2AQ7823L




2A07828U

2A07829L



2A07829U

2A07830L



2A07S30U
2A07831L




2A07331U
2A07332L



2A07S32U

0.252525
0.135370




0.135870

0.118203



0.118203

0.184843



0.184843
0.035342




0.035342'
0.056625



0.056625

4
0
1
2
3
4
3
4
1
2
3
4
3
4
0
I
3
4
4
0
1
2€
3
4
3
1
2
3
4
3
4
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PTL11


   §1

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   it

   10
                                                       90
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1
9
 .9
 .0
?:?
0.4
0.3
                                                               0.1
                                   20
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180
                                  hi
                                  3.5
                                  2.3
                                  0.6
                                  3.8
COMIS

   49
   46

   25
   20
   20
   29

   12
                                12
                            THPSTR
                                                                12.8
                                                                19.0

                                                                16.0
8

11
12
108
10
20
194
166
53
59
12
12
29

1 20
43
11
1.1
0.5
0.1
1.8
1.8
0.4
0.5
1.9

2.4
0.2-
0.0
0.8
1.2
1.6
6.6
2.1
1.1
0.3
0.4
1.6
1.6
42.0
0.9
3.0
0.4

1.6
3.2
2.1
3.0
4.7
5.2
7.9
8.4
2.6
7
8
3
9
16
6
8
9
9
10
12
9
9
23
25
34
22
39
7.3
10.5
11.5
13.5
14.0
13.0
15.2
8.8
8.0
14,5
16.0
12.2
14.0
12.0
12.5
13.0
15.3
20.0
                              16.0
26
51
48
189
61
35
155
5
1 0
21
68
18
13
0.5
0.9
1.3
1.2
1.0
0.5
1.6
0.3
1.1
1.7
0.9
1.2
0.4
2.0
2.7
42.0
5.4
38.0
6.1
57.0
1.0
2.0
1.7
49.0
1.2
2.8
42
60
42
112
42
II
11
10
13
19
12
13
8.0
11.0
13.5
14.0
18.0
1I-J
11.0
8.2
14.5
19.0
15.0
18.0

-------
tn
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2A07333L


2A07533U
2AQ7834L
                2A07334U
                2A07335L
                2A07332U
                2A07891L


                2A37392L
0,167785

0,167785
0.222222
             0.222222
             0.003721
             0.450450
SAMPLE
1
3
4
3
4
0
1
3
4
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  SAS
PTL11
2A07S35U
2A07881L



2A07S91U

2A07332L



0.093721
0. 074963



0.074963

0.450450



4
1
2
3
4
3
4
1
2
3
4
                         1
                         3
                         4
                         1
                         2
                         3
                         4
                           10
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                                                     COMIS
3.2
                                              3.0
                                12
                                             14
                 TMPSTR
6
10
12
13
14
13
4
6
15
13
10
1.0
0.0
0.9
0.8
0.4
0.3
0.3
0,7
1.0
0.4
0.2
1.0
2.4
1.7
6.6
• 0.4
1,4
0,7
1.1
2.9
1.5
1.8
17
1?
23
30
22
30
6
6
a
8
11
9.0
7.5
17.0
17.8
12.0
10.5
7.0
8.0
11.5
13.0
17.0
                                                                                              13.0
4
11
12
0.6
0.7
0.1
0.9
0.4
0.6
1.4
2.8
15
14
12
11.1
12.4
18.2
20.0
                   19.0
18
27
39
62
53
57
4
3
11
17
16
5
11
12
11
8
11
12
21
0.4
0.9
1.3
0.9
1.5
1.6
0.6
0.8
Q.5
0.3
0.2
0.7
3.1
0.9
0.1
0.6
0.6
0.9
0.4
3.5
9.6
8.0
14.0
4.3
3,9
0.3
1.4
0.4
0.6
1.6
0.1
0.3
0.1
0.1
0.5
Q.4
1.3
2.7
72
70
92
149
62
54
10
10
13
19
10
10
11
11
17
9
9
9
12
14.0
11.3
19.0
22.0
13.1
20.0
5,8
35. 5
12.2
16.0
13.3
9.5
8.7
12.5
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2A03902L





2A03902U

2A03903L




2A03903U


2A03904L





2A03904U


2AQS9Q5L




2AQ89Q5U


2A089Q6L





2A08906U
0.133511




0.133511


0.124344





0.124344

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0.440529


0.199203





0,199203


0.507614




0.507614


0.196850





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49
23
25
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10
3
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18
12
9
1.7
1.6
0.7
1.1
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0.2
0.2
0.9
0,4
0.3
0.5
2.3
12.4
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4.5
0.9
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9.5
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11
12
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27
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16
23
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44
40
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1.2
3.2
0,1
0.2
9.5
0.9
1.4
0.5
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1.0
0.9
0.8
0.2
0.4
0.2
1.1
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16
3.3
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1.6
4.3
3.8
4.6
4.5
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