vvEPA
           United States
           Environmental Protection
           Agency
             Office of Research and
             Development
             Washington DC 20460
EPA/600/6-91/005
June 1991
Toxicity Identification
Evaluation:
           Characterization of
           Chronically Toxic Effluents,
           Phase I

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                                                  EPA-600/6-91/005
                                                        June, 1991
           Toxicity Identification Evaluation:

Characterization of Chronically Toxic Effluents, Phase I
                   T.J. Norberg-King
           Environmental Research Laboratory
                Duluth, Minnesota 55804
                      D.I. Mount
                      J.R. Amato
                      D.A. Jensen
                    J.A Thompson
                   AScI Corporation
                Duluth, Minnesota 55804
                National Effluent Toxicity
                  Assessment Center
                Technical Report 05-91
                     U.S. Efwiwronental Protection Atenc»
                     Region 5, Library (PL-12J)
                     77 West Jackson Boulevard, 12th Flow
                     CMcafMl  60604-3590
          Office of Research and Development
          U.S. Environmental Protection Agency
                   Duluth, MN 55804
                                                      ~>X.--  Printed on Recycled Paper

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                                DISCLAIMER

This document has been reviewed in accordance with U.S. Environmental Protection
Agency policy and approved for publication.  This document is a preliminary draft.  It
has not been formally released by the U.S. Environmental Protection Agency and
should not at this stage be construed to represent Agency policy.  It is being circulated
for comments on its technical merit and policy implications.  Mention of trade names
or commercial products does not constitute endorsement or recommendation for use.

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                                  FOREWORD


This draft guidance document has been prepared to assist dischargers and/or their

consultant laboratories in conducting chronic aquatic toxicity identification evaluations

(TIEs). TIEs may be required by the state or federal agencies as a result of

enforcement actions or as  a condition of the discharger's National Pollutant Discharge

Elimination System (NPDES) permit or may be conducted voluntarily by permittees.

This document will assist the state and federal agencies and permittees in overseeing

and determining the adequacy of the TIE in toxicity reduction evaluations (TREs).

                                                                              \
This document discusses methods to characterize  the chemical/physical nature of the

constituents in effluents which cause their chronic toxicity. The general approach for

toxicity identification evaluations is described in the document Methods for Aquatic

Toxicity Identification Evaluations: Phase I Toxicity Characterization Procedures (EPA,

1988A; EPA, 1991 A), hereafter referred to as the "acute Phase I manual." The acute

Phase I manual provides much of the basis for the statements and guidance provided

in this chronic Phase I characterization document.  This chronic TIE manual and the

acute Phase I manual should be used as companion documents, because all the

guidance and details in the acute Phase I manual  are not repeated here.


The general approach for the chronic characterization is divided into Tier  1 and Tier 2.

Tier 1 consists of the EDTA and sodium thiosulfate additions, the graduated pH test,

aeration and filtration manipulations, and the use of the C18 solid phase extraction

(SPE) resin.  For Tier 1, the tests are all done using the effluent sample without any

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pH adjustments (i.e., at the initial pH (pH i) of the effluent).  Tier 2 manipulations are


added when Tier 1 tests are not definitive in characterizing the toxicity. Tier 2


includes the aeration, filtration, and C18 SPE steps of Tier 1  performed at either pH 3


or pH 10 and returned to pH i prior to testing.





The chronic Phase I procedures should provide information  on whether the toxicants


are volatile, chelatable, filterable, reducible, non-polar, or pH sensitive. These


characteristics are indicated by comparing the  results of toxicity tests conducted using


unaltered and manipulated effluent samples. As with the  acute TIE, the


characterization results from the chronic TIE can be used for the treatability approach
                                                                              t

in aTRE (EPA, 1991 A).





These chronic TIE methods are not written as  rigid, required protocols, but rather as


guidance for conducting TIEs  with effluents. These methods should also be applicable


to samples from ambient waters, sediment pore and elutriate waters, and leachates.


The methods to identify (Phase  II; EPA, 1989A) and confirm (Phase 111; EPA, 1989B)


the cause of toxicity in effluent samples evaluated with the acute Phase I procedure


are also applicable to  effluent samples evaluated with this chronic Phase  I procedure.


The identification  and  confirmation documents are being revised to reflect additional


information in the revised acute Phase I manual (EPA, 1991 A).





We welcome your comments  on the manual.  Please  send comments to T. Norberg-


King, NETAC, Environmental  Research Laboratory, 6201 Congdon Boulevard, Duluth,


MN  55804.


                                        iv

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                                  ABSTRACT





This manual is intended to provide guidance to aid dischargers in characterizing the


type of toxicants that are causing chronic toxicity in industrial and municipal effluents.


In a regulatory context, a toxicity identification evaluation (TIE) may be required as


part of the National Pollutant Discharge Elimination System (NPDES) permit or as an


enforcement action.  TIEs may also be conducted by permittees  on a volunteer basis


to characterize their discharge toxicity.





The Phase I chronic toxicity methods  are modified from those described in the acute
                                                                                i

Phase I TIE manual (EPA,  1988A; EPA, 1991 A).  This chronic Phase I manual


describes procedures for characterizing the physical/chemical nature of toxicants in


effluents that exhibit chronic toxicity.  Aliquots of effluent samples are manipulated and


the resulting effect on toxicity measured. The objective is to characterize the toxicants


so that appropriate analytical methods can be chosen to identify the toxicants.





The general approach to the chronic toxicity characterization is a two tiered approach.


Tier 1  consists of filtration, aeration, use of additives to chelate or reduce the


toxicants, minor pH adjustments, and use of a separation  technique with the C18 solid


phase extraction resin.  Each effluent is characterized in Tier 1 by performing the


manipulations at the initial  pH (pH i) of the effluent.  Tier 2 consists of the Tier 1


manipulations combined with pH adjustments of additional aliquots of the effluent


sample.   Aeration, filtration, and C18 solid phase extraction of effluent samples


adjusted to pH 3 and pH 10 are Tier  2 characterization steps.

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The characterization methods rely on short-term "chronic" test methods using two


species, Ceriodaphnia dubia and the fathead minnow (Pimephales promelas).  Chronic


threshold levels for the various additives (sodium thiosulfate, EDTA,  methanol) used in


some of the characterization tests are provided for these species.  Although developed


for these species, the techniques should be applicable to other species as well,


provided threshold levels are established.





The guidance provided in this manual is intended to be supplemental to that given in


the acute Phase I manual (EPA,  1991 A).  Sections of this chronic Phase I TIE manual


discuss quality assurance, effluent handling, facilities and equipment, health and
                                                                               i

safety, dilution water, principles of the chronic TIE testing, and the Phase I


characterization tests as a two tiered approach.  The use of the whole effluent test  as


a baseline test (in manner similar to the acute Phase I characterization procedure), the


appropriate treatment of dilution water for blanks and the toxic levels of the  additives


for two species are described.  Use of short-cuts, reduced test volumes, reduced test


duration, and a small number of replicates are discussed. The importance of sample


type, frequency of sample collection and renewal,  and descriptions of all manipulations


are discussed, along with a section on the application of several of the


characterization tests combined.
                                        VI

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                                  CONTENTS

                                                                          Page

Foreword                                                                    iii
Abstract                                                                      v
Contents                                                                     vii
Figures                                                                      ix
Tables                                                                       x
Acknowledgements                                                           xi


1.    Introduction                                                           1-1


2.    Quality Assurance, Health and Safety, and Facilities and Equipment        2-1

      2.1 Quality Assurance                                                 2-1
      2.2 QC/QA Cost Considerations and Testing Requirements                2-2
      2.3 QC/QA and Chronic Testing Considerations                          2-4
      2.4 QC/QA and Blanks and Artifactual Toxicity                           2-7
      2.5 Health and Safety Issues                                           2-9
      2.6 Facilities and Equipment                                           2-10

3.    Dilution Water                                                         3-1

4.    Handling Effluent Samples                                              4-1

5.    Toxicity Testing                                                        5-1

      5.1 Principles                                                         5-1
      5.2 Test Species                                                      5-2
      5.3 Toxicity Test Procedures                                            5-3
      5.4 Concentrations to Test                                              5-6
      5.5 Renewals                                                         5-7
      5.6 Toxicity Blanks                                                    5-8
      5.7 Renewal of Manipulated Samples                                  5-10
      5.8 Test Endpoints and Data  Analysis                                  5-12

6.    Characterization Tests                                                 6-1

      6.1 Baseline Test                                                      6-9
      6.2 EDTA Addition Test                                               6-11
      6.3 Sodium Thiosulfate Addition Test                                  6-20
      6.4 Aeration Test                                                     6-27
      6.5 Filtration Test                                                     6-31
      6.6 Post C18 Solid  Phase Extraction Column Test                        6-35

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      6.7 Methanol Eluate Test                                             6-42
      6.8 Graduated pH Test                                               6-46
      6.9 Tier 2 Characterization Tests                                      6-55
      6.10 pH Adjustment Test                                             6-57
      6.11 Aeration and pH Adjustment Test                                 6-62
      6.12 Filtration and pH Adjustment Test                                 6-64
      6.13 Post C18 Solid Phase Extraction Column and pH Adjustment Test    6-66
      6.14 Methanol Eluate Test (for pH Adjusted Samples)                   6-68
      6.15 Toxicity Characterization Summary                                6-69
      6.16 Use of Multiple  Characterization Tests                            6-73

7.     References                                                           7-1
                                       VIII

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                                  FIGURES
Number                                                                 Page
4-1.   Example data sheet for logging in samples.                              4-2
6-1.   Overview of characterization tests.                                      6-2
6-2.   Tier 1 sample preparation and testing overview.                          6-5
6-3.   Tier 2 sample preparation and testing overview.                         6-56
                                      IX

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                                   TABLES

Number                                                                   Page

6-1    Outline of Phase I effluent manipulations.                                 6-6

6-2.   Chronic toxicity of EDTA (mg/L) to C. dubia and P. promelas
       in various hardness waters using the 7-d tests.                          6-14

6-3.   Concentrations of EDTA to add for chronic TIEs. Values given
       are the final water concentration in mg/L                               6-16

6-4.   The chronic toxicity of zinc to C. dubia in very hard
       reconstituted water and the toxicity of zinc when EDTA is added.         6-19

6-5.   Chronic toxicity of sodium thiosulfate (mg/L) to C. dubia and
       P. promelas in various hardness waters using the 7-d tests.              6-23

6-6.   Concentrations of sodium thiosulfate to add for chronic TIEs.
       Values given are the final water concentration in mg/L.                   6-24'

6-7.   Chronic toxicity of methanol (%) to C. dubia and P. promelas
       using the 7-d tests.                                                   6-44

6-8.   Chronic toxicity of sodium chloride (g/L) to C. dubia
       and P. promelas in various hardness waters using the 7-d tests.          6-61

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                           ACKNOWLEDGEMENTS


Many people at the National Effluent Toxicity Assessment Center at the Environmental


Research Laboratory-Duluth (ERL-Duluth) have provided assistance to produce this


manual by performing the toxicity tests, chemical analyses, and data analyses as well


as advice based on experience. This document is the result of the input by the


NETAC group which has consisted of both federal and contract staff members, and


includes Gary Ankley, Larry Burkhard, Liz Durhan, Don Mount, Shaneen Murphy, and


Teresa Norberg-King (federal staff), and Joe Amato, Lara Andersen, Steve Baker,


Nola Englehorn, Doug Jensen, Jim Jenson, Marta Lukasewycz, Liz Makynen, Greg


Peterson, Mary Schubauer-Berigan, and Jo Thompson (contract staff).  The toxicity
                                                                            %

test data generated for this document and the biological data upon which this report is


based was produced by Doug Jensen, Jo Thompson, Nola Englehorn, Shaneen


Murphy, Joe Amato, Mary Schubauer-Berigan, Greg Peterson, and Jim Jenson.





The skillful assistance and dedication of Debra Williams in producing this document is


gratefully acknowledged.





This work was supported in part by the Office of Water Permit  Division, Washington,


D.C. through the backing of Rick Brandes and Jim Pendergast, who have provided


strong support for the whole effluent water quality based approach.
                                      XI

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                                 SECTION 1


                               INTRODUCTION





The United States Federal Water Pollution Control Act Amendments (commonly


referred to as the Clean Water Act (CWA); (Public Law 92-500 of 1972)) states that


the discharge of toxic pollutants in toxic amounts is prohibited.   In the CWA, the


National Pollutant  Discharge Elimination System (NPDES) was established; this


system provides a mechanism whereby point source wastewater discharges are


permitted. NPDES permits contain effluent limits that require baseline use of


treatment technologies (best available technology).  The technology-based limits are
                                                                             t

independent of receiving water impact, and additional water quality-based limits may


be needed in order to meet the goal of the CWA of  "no toxics in toxic amounts." State


narrative and state numerical water quality standards are used in conjunction with


EPA's water quality criteria and other toxicity databases to determine the adequacy of


the technology based permit limits and the need for any additional water quality-based


controls.





When limits were first written into the permits, they were based  primarily on physical


factors such as biological oxygen demand (BOD), suspended solids (SS), and color.


Additional components were added in subsequent amendments to the CWA, for


example, the list of 126  "priority pollutants" of which many or most were required


monitoring for the permittees. Water quality criteria were used to develop the water-


quality based limits for these pollutants.   However, water quality criteria or discharge


limits exist for only a few of the thousands of chemicals in use.


                                      1 -1

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An important objective of the NPDES program is the control of toxicity of discharges


and to accomplish this objective, EPA uses an integrated water quality-based


approach.  Published water quality criteria are converted to standards that consist of


both chemical-specific numeric criteria for individual toxics and narrative criteria. The


states' narrative water quality criterion generally requires that the waters  be free from


oil, scum, floating debris, materials that will cause odors, materials that are unsightly


or deleterious, materials that will cause a nuisance, or substances in concentrations


that are toxic to aquatic life, wildlife or human health.  Use of toxicity testing and whole


effluent toxicity limitations is based on a state's  narrative water quality criterion and in


some cases, a state numeric criterion for toxicity.
                                                                                *




EPA, in 1984, issued a policy statement (Federal Register, 1984) that recommends an


"integrated approach" for controlling toxic pollutants.  This integrated approach is


referred to as  the water quality-based approach and is described in detail in the


Technical Support Document (hereafter referred to as the TSD;  EPA, 1985A; EPA,


1991B).  The control regulations for EPA (Federal Register 23868, 1989) establish


specific requirements that the integrated approach be used for water quality-based


toxics control.  This integrated approach results in NPDES permit limits to control toxic


pollutants through the use of both chemical-specific and whole effluent toxicity


limitations as a means to protect both aquatic life and human health.  This


combination of chemical specific and whole effluent toxicity limitations are essential to


the control of  toxic pollutants.  Once the permit limits are set, compliance is


established through routine monitoring of effluent quality. In this manner, water
                                       1 -2

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quality-based limits (when following EPA, 1991B) will protect water quality and prevent

the state water quality standards from being violated.



The whole effluent toxicity limitation aspect involves using acute and chronic toxicity

tests to measure the toxicity of wastewaters. Acute toxicity refers to toxicity that

occurs in a short period of time, operationally defined as 96 h or less.  Chronic toxicity

occurs as the result of long  exposures in which sublethal effects (fertilization, growth,

reproduction) are  measured in addition to lethality. The chronic test is used to

measure the effects of long-term exposure to chemicals, wastewaters, and leachates

to aquatic organisms.  True chronic toxicity tests include the life-cycle of the organism.
                                                                               t
For fish, the life-cycle test is infrequently conducted (Norberg-King, 1989A), and

abbreviated test methods have been used to estimate chronic toxicity. These tests

are the 7-d growth and survival test (EPA, 1989C), or the 32-d embryo-larval early life

stage test (Norberg-King, 1989A).  These tests rely on the most sensitive life-cycle

stages (i.e., embryos and larval fish) to estimate chronic toxicity.  Hereafter, chronic

tests refer to the short-term tests that are described in the EPA manuals (EPA, 1991D;

EPA,  1991E; EPA, 1989C; EPA, 1985C).



Toxicity is a useful parameter to protect receiving waters from impacts on water quality

and designated uses caused by the mixture of toxic pollutants in wastewaters.  EPA

has published manuals which provide methods for use of freshwater and marine

organisms to determine acute and chronic toxicity of effluents.  These manuals have

been  available since 1978 and 1985, respectively (EPA, 1978; EPA, 1985B; EPA,

1985C; EPA, 1988B; EPA, 1989C) and are  currently being revised (EPA, 1991C; EPA,

                                      1 -3

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1991D; EPA, 1991E).  These methods are used by federal, state and local


governments to determine compliance of permitted point source discharges. Since the


late 1970's, toxicity has been measured in wastewaters; permit writers began using


toxicity limits in the early 1980's.  With the increased use of toxicity testing, substantial


numbers of unacceptably toxic effluents have been identified.  Now, some permittees


are required to perform toxicity reduction evaluations (TREs) as a condition of the


NPDES permit. The TSD defines a TRE as "a site specific study conducted in a


stepwise process designed to identify the causative agents of effluent toxicity, isolate


the sources of toxicity, evaluate the effectiveness of toxicity control options, and then


confirm the reduction in effluent toxicity"
                                                                               \




Methods to characterize (Phase I; EPA, 1988A; EPA, 1991A), identify (Phase II; EPA,


1989A), and confirm (Phase III; EPA, 1989B) the cause of acute toxicity in effluents


have been developed.  These methods are generally referred to as toxicity


identification evaluations (TIEs), which are a part of the TRE.





The acute TIE approach (EPA, 1988A; EPA, 1991 A) relies on the use of organisms to


detect the presence of toxicants in the effluent. The number of constituents in the


effluent is reduced before analyses begin, and information about the  physical/chemical


characteristics of the effluent's toxicity is gained.  Using this approach, analytical


problems can  be simplified and the costs reduced.  Toxicity throughout the TIE  must


be tracked to determine if the toxicity is consistently being caused by the same


substance.
                                      1 -4

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Once the physical/chemical characteristics of toxicants are known, a better choice of



analytical methods can be made.  Knowledge of physical/chemical characteristics are



used for the treatability approach to TRE's (EPA, 1989D; EPA, 1989E) as well.







As with the acute Phase I TIE approach, the chronic Phase I  TIE is  based on



manipulations designed to alter a group of toxicants (such as oxidants, cationic



metals, volatiles, or non-polar organics) so that toxicity is changed.  Chronic toxicity



tests are conducted after each manipulation to indicate the effect on the toxicity of the



effluent. Based upon the manipulations that change toxicity,  inferences about the



chemical/physical characteristics of the toxicants can be made.   Using several
                                                                               *


samples of the effluent for these characterization steps provides information on



whether the nature of compounds causing the chronic toxicity remains consistent. The



tests do not provide information on the variability of toxicants  within  a characterization



group.   Samples should be subjected to Phase I until no additional responses are



found (usually at least three samples). From these data the toxicant characteristics



can be  identified as pH sensitive, filterable, volatile, soluble, degradable, reducible, or



EDTA chelatable.  Such information indicates how samples must be handled for



analyses and which analytical methods should be used.  Following characterization, a



decision is made to proceed with identification (Phase II; EPA, 1989A) and



confirmation (Phase III, EPA, 1989B) or to conduct treatability studies where the



identification of the specific toxicants (cf.,  acute treatability procedures (EPA, 1989D;



EPA, 1989E)) is not made.
                                      1 -5

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Chronic toxicity must be present frequently enough so that an adequate number of
toxic samples can be obtained.  Enough testing should be done on each effluent
before a TIE is initiated, to ensure that toxicity is consistently present.  It is not
important that the same amount of toxicity is present in each sample; in fact, variable
levels of toxicity can assist in determining the cause of toxicity.  One cannot assume
that if the effluent has acute  toxicity and a TIE was done and the cause(s) of acute
toxicity determined, that the sublethal toxicity exhibited is due to the same compound.
                                       1 -6

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                                 SECTION 2


                QUALITY ASSURANCE, HEALTH AND SAFETY,

                      AND FACILITIES AND EQUIPMENT
2.1    Quality Assurance





The quality assurance plan (QAP), as described in Standard Methods for the


Examination of Water and Wastewater (APHA,  1989) is primarily for analytical


analyses where standards to conduct performance evaluations can be obtained.  A


QAP for toxicity testing can be developed, but determining the recovery of known


additions for toxicity testing is not possible.  For TIEs the combination of chemistry
                                                                             i

and biology requires a level  of checks and balances not typically used under other


situations.  A step-by-step QAP for a TIE is  not practical because as a TIE


progresses, additional or different tests may be needed and many aspects of the TIE


cannot be  foreseen. Adhering to the general guidelines of the QAP is important


however, and should increase the probability of the TIE succeeding. As additional


steps are recognized, the details should  be added to the QAP.





Quality control (QC) procedures for aquatic toxicity tests are radically different than the


QC procedures for chemical analytical methods.  The quality assurance (QA)/QC


guidance given by EPA (1989C) for the short-term tests lists numerous  items of


concern for toxicity testing aspects. These are: (a) effluent sampling/handling, (b) test


organisms, (c) facilities, equipment and test chambers, (d) analytical methods,  (e)


calibration and standardization, (f) dilution water, (g) test conditions, (h) test


acceptability, (i) test precision, (j) replication and test sensitivity, (k) quality of


                                     2-1

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organisms, (I) quality of food, (m) control charts, and (n) record keeping and data
evaluation.  Many of these should be closely followed, and the reader is encouraged
to review the guidance in relation to  QA/QC in both the short-term effluent test manual
(EPA, 1989C; EPA, 1991D) and the  acute Phase I manual (EPA, 1991 A).
2.2   QC/QA Cost Considerations and Testing Requirements

For the chronic TIE, cost considerations are important and concessions in the           <
requirements of the QC have to be made.  In some instances, the data will demand
stringent control while in others, the QC can be lessened without impact to the overall'
endpoint of the TIE.

TIEs can require a great number of toxicity tests.  The use of all aspects of the
standard test protocols (EPA, 1989C; EPA, 1985C) is not necessary in Phase I. The
factors of time requirements, number of tests and the test design (i.e., five replicates
versus ten, four dilutions versus five)  must be considered and weighed against the
type of questions that are posed.  For example, the need for water chemistry data is
specific for each Phase I test.  The testing requirement (EPA,  1989C) according to the
permit requirement most likely included pH, daily measurements of DO, temperature,
conductivity, alkalinity, and  hardness  measurements in the low, middle, and high
concentrations for the five test dilutions of the effluent.  However, hardness
measurements are not pertinent for the methanol eluate collected from a solid phase
                                     2-2

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extraction column.  In contrast, frequent pH measurements on all test concentrations



are needed to determine the impact of pH sensitive compounds.






As TIEs are reliant on a strong QAP, there are several aspects of a QA/QC program


for chronic TIEs that should be delineated. In regard to test organism quality, there


are steps for culturing organisms that should  help provide the necessary QC



verification that is needed to ensure the animals were representative in their


sensitivity.  These steps are simply routine items such as monitoring and recording the


young production (for cladocerans) of the culture brood animals once a month,


conducting  monthly reference toxicant tests (including maintaining control charts),
                                                                               i

monitoring the preparation dates for the reconstituted waters used, and monitoring the



types and age of the foods fed (Norberg-King, 1989B). For fathead minnows, it is


useful to monitor the survival of the breeding  stock, to monitor the percent  hatchability


of the embryos, to  verify that new genetic stock is introduced on a regular basis, and


to conduct monthly reference toxicant tests (Norberg-King  and Denny, 1989; Denny,


1988).






Since toxicity tests in the early part of the chronic Phase I  do  not generally follow all



the effluent testing requirements (EPA, 1989C), the QC measures are not as strict


because the data are primarily informative rather than definitive.  When Phases II



(identification) and III (confirmation) are initiated, then QC  aspects should be



reconsidered and the tests modified.  Phase  I procedures  frequently use one species


and later stages of the TIE (Phase III) use more than one  species to  determine


whether the cause of toxicity is the same for  other species of the  aquatic community.


                                      2-3

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Reference toxicant tests are not conducted with each set of Phase I manipulations


because of the amount of labor and large numbers of animals required for testing.  In


general, the utility of the reference toxicant test is to  know that the organisms are


responding as expected.  Since only relative differences are needed at this stage


(Phase I), reference toxicant data are much less useful. For various manipulations of


the TIE, organism responses are compared to either the baseline test (see Section 6)


or the response of organisms  in the dilution water treatments.  Monthly reference


toxicant tests should provide the  necessary information about the quality of the


organisms for the laboratory conducting the TIE.  When a toxicant has been identified


(Phase II) and tests for Phase III confirmation indicate it is the toxicant(s),  that
                                                                               t

chemical should become the reference toxicant.





Using receiving water  as the dilution water in Phase  III confirmation will help ensure


that receiving water effects  are properly considered (see Section 3, Dilution Water).


The variability of the effluent,  by  nature of the TIE, is defined during the TIE, and will


aid in determining the  appropriate control option in order that the final effluent is safe


upon discharge.
2.3   QC/QA and Chronic Testing Considerations





An inherent problem with effluents is that no effluent test can be repeated to assure


that the toxicity is the same and that the toxicants are the same.  However, repeated


baseline tests (Section 6) can be  done with the same effluent sample to determine



                                      2-4

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how long that effluent sample can be used.  The chemical and toxicological nature of


the effluent shifts as an effluent is discharged or as an effluent sample is stored.


Effluent constituents degrade (at unknown rates) and each constituent has its own rate


of change.  Analysis of each sample should be initiated as soon as the sample is


received in the testing laboratory. Until an effluent sample has been tested several


times, there is no way to predict how long a sample can be stored before the toxicity


changes.  Testing of each sample can be done provided the toxicity remains and/or


stabilizes; however this cannot  be determined at the beginning of the  Phase I battery


of tests and will be known only through testing several samples a few times.  Even


though the toxicity remains, it is possible that the toxicant may change with time.  The
                                                                              t

number of samples to  evaluate and the number of tests to conduct must be weighed


against the cost of the effort and how representative each effluent sample is of the


effluent.  Effluents that have low and non-persistent toxicity may need to be


approached with the Tier 1 and Tier 2 characterization steps applied simultaneously


(see Section 6).




In a chronic TIE, information obtained from  a test should be maximized. This may


mean  paying particularly close  attention to details such as small differences in the


number of neonates the cladocerans are producing or the lack of food in the stomach


of the larval fish. Subtle indicators during a test  may be quite informative about small


changes in toxicity. For example, if all the animals exposed to the whole effluent die


on day 4, and in some characterization test the animals don't  reproduce or grow but


are alive at day 7 of the exposure, that characterization manipulation reduced the
                                     2-5

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toxicity,  but did not remove it completely. Observations such as these may be just as
useful as reductions in young production or growth.

While some abbreviations in the test design are made, the general principles for
toxicity testing still apply.  For example, all animals must be added to test solutions
randomly. One animal must be chosen for a test chamber one at a time.  For the
fathead minnows, use of an intermediate vessel to hold all 10 animals is preferable to
ensure that animals are assigned randomly and that the volume of water added with
the fish is minimized (1-2 ml_).  Also, transferring animals may require separate
pipettes for each concentration or cleaning  of the pipettes between concentrations to
prevent cross contamination. However, we have observed that  C. dubia do not have
to be placed under the water; they can be added or transferred  by dropping the water
droplet containing the animal into the test solution. The problem frequently observed
with Daphnia pulex where animals are caught at the surface of the test solution (called
"floaters") does not occur with  C. dubia.  All equipment to perform renewals (pipettes,
siphons) may need to be rinsed/cleaned between concentrations and the different
characterization tests to prevent solution contamination during organism transfer.
Randomization, careful exposure time  readings,  use of animals  of uniform  age groups
(i.e., Ceriodaphnia neonates 0-6 h old rather than 0-12 h old) should assist in quality
data generation.

Standard operating procedures (SOPs) should be developed for each Phase I test, for
preparing the reconstituted waters, preparing the foods for the test organisms,
calibration and standardization for all measurements (temperature, DO, pH,
                                      2-6

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conductivity, alkalinity, hardness, ammonia, chlorine), and other general routine
practices.

An important aspect of TIEs is accurate and thorough data recording. All observations
should be documented.  Items that were not thought to be important at first may
actually assist in the confirmation that the toxicant(s) was present when the data is
later summarized.  These observations can be as simple as large bubbles produced
during the aeration and filtration manipulations, large particles present in whole
effluent, and low pH upon arrival. It is best to record data such that any preconceived
ideas of the toxicants are avoided.  Data records should  include records of test
                                                                                «
organisms (species, source, age, date of receipt, history  and health), calibration
records, test conditions,  results of tests, and summaries of data. Once a control chart
is developed for reference toxicant  tests, 5% of the time the monthly reference toxicity
test results will be predicted to fall outside the acceptable limits if the 95% confidence
interval are used (EPA, 1991C).  If TIEs are conducted during such a period, the TIE
data generated should be discarded.
2.4   QC/QA Blanks and Artifactual Toxicity

Throughout the TIE, dilution water samples are subjected to most of the procedures
and analyses performed on the effluent sample (see Section 5.6).  This is done to
detect toxic artifacts (i.e., toxicity due to anything other than the effluent constituents
causing toxicity) that are created during the effluent characterization manipulations.
                                      2-7

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These manipulations can make QC/QA verifications difficult as the use of such blanks


for interpreting toxicity results is not standard toxicology.  For example, typically


organism responses from any toxicity test in standard aquatic toxicology are compared


to the performance of control organisms which were in dilution water only.  In the TIE,


controls are used to judge organism performance (Section 5) but to evaluate whether


a manipulation affected the toxicant(s), the results of all tests are  not necessarily


compared to the baseline test. For instance, post-column effluent samples that are


collected and tested following concentration on a resin column have been filtered first.


Therefore it is only logical to compare the post-column effluent toxicity (Post C18SPE


column test) to the toxicity observed in the filtered effluent sample (filtration test) rather
                                                                                t

than to the unfiltered whole effluent (baseline test).






Artifactual toxicity can occur in several of the manipulations, particularly from the major


pH adjustment manipulation (Tier 2).  Toxicity results from tests relying on the addition


of the reagents (EDTA, sodium thiosulfate, acids/bases) must be  interpretable.


Addition of both the acid (HCI) and the base (NaOH) can form a toxic product (e.g.,


NaCI). The addition of the acid and base may interfere with the growth and


reproduction of the test organisms  for the short-term chronic test, at lower levels than


cause mortality in the acute test. Whether additives act in an additive, synergistic, or


independent manner with the compounds in the effluent must be determined during


the TIE but this is not likely to be clear during Phase I.  Artifactual toxicity can occur


in the aeration process, where contaminated air can  be introduced.  Also,


contaminants can be leached from solid phase extraction (SPE) columns, and


methanol leaching off the column can cause bacterial growth that will confound the


                                      2-8

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results in the post-column blank and post C18 column tests.  Originality and judgement



are needed to devise tests that will reveal artifactual toxicity.







2.5   Health and Safety Issues







For the toxicity identification work, hazards  present in any effluent may not be known



until Phase II identification steps have been started. Therefore, safety requirements



for working with effluents (or other samples) of unknown composition must follow



safety procedures for a wide spectrum of chemical and biological agents.  Knowledge



of the types of wastewater treatment applied to each effluent can provide some insight
                                                                               i


for the possible hazards.  For example, unchlorinated primary treatment plant effluents



containing domestic waste may  contain pathogens.  Chlorinated secondary effluents



are less likely to contain such agents.  Effluents from activated sludge treatment plants



are less likely to contain volatile toxicants.







Because effluent characteristics are unknown, personnel should follow the guidelines



for hazardous materials (EPA, 1991 A;  1991C).  Also, if any sample contains human



waste, personnel should be immunized for  diseases such as hepatitis B, tetanus,



polio, and typhoid fever.







Each laboratory should provide  a safe and  healthy work place. All  laboratories should



develop and maintain effective health and safety programs  (APHA, 1989;  EPA,



1991C).  Each program should consist of:  (a) designated health and safety officers,



(b) formal written  health and safety plans, (c) on-going training programs,  and



                                      2-9

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(d) periodic inspections of emergency equipment and safety violations.  Further



guidance on safety practices is provided in other documents (APHA, 1989; EPA,



1991 A; 1991C).







2.6   Facilities and Equipment







The laboratory facilities and equipment needed to conduct TIEs is discussed in the



acute Phase I manual (EPA, 1988A; EPA, 1991 A).  Most of the equipment for



conducting the short-term tests is delineated elsewhere (EPA, 1989C; EPA, 1991D).



The reagents used for the chronic Phase I characterization are identical to those
                                                                             »


described in the acute Phase I manual. Compressed air systems with oil-free



compressors and air filters to provide high purity are very important (EPA, 1991 A).



Glassware used for filtering should be rigorously cleaned to remove residual



contaminants from the glass frit(s). Filtering equipment may need to be made of



plastic to avoid leaching  of metals or other toxicants from glass when acid washes  are



used  (see Section 6). Ultra pure acids and bases (e.g., Suprapur®, E. Merck,



Darmstadt, Germany) should be used to prevent impurities in the acids/bases from



interfering in the toxicity  results.
                                     2-10

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                                  SECTION 3
                               DILUTION WATER
Dilution water used for chronic TIE'S must meet several requirements. Obviously it
must support adequate performance of the test animals in regard to growth, survival,
and reproduction since these are the effects measured in the tests.   Secondly, it must
not substantially change the animals' response to the sample toxicants.  Because the
characteristics of the toxicants are not known, there is no way to be sure which
dilution water characteristics are important.  Hardness and alkalinity are  most often
used to select the dilution water but these parameters are generally of little importance
for non-polar organics. Rarely is the organic matter content considered  and yet for
both non-polar organics and metals, organic matter has more effect on toxicity than
hardness. Experience in the acute TIE work has shown pH to be the single most
important water quality characteristic for characterizing the cause of toxicity.

The most important consideration, in addition to those mentioned above, is that the
water be consistent in quality and not contain contaminants that could produce
artificial toxicity.  For example, if there was a nontoxic concentration of a non-polar
organic present in the dilution water, when samples are concentrated, it  might be toxic
and this can confound the identification of the components causing toxicity in the
effluent.  The best policy is to use a high purity reconstituted water or a  well water of
known suitability.  Receiving water should not be used until  Phase III, when it is the
water of  choice to evaluate the toxicant in the receiving water system.
                                      3-1

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A reconstituted water of similar pH, hardness and alkalinity to that of the effluent is a
first approximation of an appropriate water, however, organic matter is hard to
duplicate. Experience has shown that for the Ceriodaphnia test, the addition of food1
to the water has been helpful to provide some organic material.  With food added,
traces of contaminants can be less toxic.  If higher concentrations of effluent are to be
used, the choice of the dilution water is less important because the characteristics of
the effluent dilution mixture will resemble those of the effluent.  As information is
gained about the toxicant characteristics, the choice of dilution water can be improved.

The impact of dilution water choice depends on the IC25 (see Section 5.8)
concentration  of the effluent. If toxicity changes substantially from sample to sample,
but the dilution water selected does not match the effluent in water characteristics yet
is kept the same throughout several samples for Phase I, then the effect of the
effluent in the dilution water can also vary across samples.  As the TIE progresses
into Phase II,  attributing relative toxicity to various constituents must be more refined.
For instance,  suppose the suspect toxicant  is a cationic metal whose toxicity is
hardness dependent. Also, suppose that the whole effluent has a hardness of
300 mg/L as CaCO3 (very hard water) but the dilution water has a hardness of
40  mg/L as CaCO3. In this case, the hardness in each of the test dilutions will be
different from that of either the whole effluent or the dilution water.  Provided the
cationic  metal concentrations vary over the course of the TIE  period, the amount of
    1  Foods added for the C. dubia tests are the yeast-cerophyll-trout food (YCT) and the algae
       (Selenastrum capricomutum) at a rate of 0.1 mU15 ml (EPA, 1989C). Although at ERL-Duluth
       the algae has been added at the rate of 0.05 mL/15 ml until May of 1991 when we switched to
       EPA(1989C) levels.
                                       3-2

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toxicity (as toxic units2, TUs) due to a particular metal concentration will also vary

depending upon the effect concentration in the effluent.  If the first whole effluent

sample contains 160 |ig/L of zinc (for this example, 160 (ig/L is 1.0 TUC in very hard

water) and the test is conducted using a dilution water of 40 mg/L as CaCO3 (soft

water), the no effect concentration would be 100% where hardness is 300 mg/L and

the effluent would have <1 TUC.  The second whole effluent sample contains 480 u,g/L

of zinc. One would expect this sample to possess 3 TUs (480 (ig/L -*• 160 u,g/L). The

toxicity due to the second effluent sample would likely contain more than 3 TUs

because the hardness  at the effect level (<100%)  would be much lower than at  100%

effluent (where hardness is 300  mg/L as CaCO3).  The effect level would be near 20-
                                                                                    \

25% effluent where hardness would be <100 mg/L as  CaCO3 and 1 TU of zinc would

be <160 (ig/L.   In addition, if one were to use  receiving water for the diluent, the

hardness might change dramatically and confound calculation of TU's in a like manner

if the effect concentration was <100% effluent.
    2  Toxic unit (TU) is a means of normalizing the concentration term (i.e., LC50, NOEC, IC25--see
      Section 5.8) to a unit of toxicity. The use of the TUs approach allows effluent toxicity to be
      compared (provided test species and test duration are the same) to a suspect toxicant's toxicity.
      The toxicity of an effluent  and a chemical are different and different concentrations of each
      equal one LC50 (1 TU). TUs of an effluent are calculated for either acute or chronic toxicity
      endpoints.  The acute TU  for whole effluent is 100% + LC50 = TU. and the chronic TU for
      whole effluent is 100% + NOEC = TUC or 100% + IC25 = TUC (EPA, 1991B). For specific
      chemicals the TU is equal to the concentration of the compound present in the effluent divided
      by the acute test LC50 for TU. or the chronic test NOEC or IC25 for the TUC. The assignment
      of TUC is necessary for linear correlation (Phase III)  when effluent toxicity TUs are compared to
      suspect toxicant(s) TUs.
                                        3-3

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                                 SECTION 4
                             EFFLUENT SAMPLES

To determine whether an effluent sample is typical of the wastewater discharge
requires a number of samples to be tested. TIE work on atypical samples is not
useful, and TIE procedures do not apply to episodic events. Experience has shown
that the use of several samples spanning two to three months has been successful in
characterizing many effluents.

The acute Phase I manual discusses the quantitative and qualitative changes in
effluents (EPA, 1988A; EPA, 1991 A) that may affect toxicity.  Varying concentrations  '
of toxicants, different toxicants, water quality characteristics, and analytical and
toxicological error are all factors in determining the toxicity of an effluent.  Although the
toxicity of an effluent over time appears unchanged, there may be more than one
toxicant involved in each sample, and not necessarily the same ones.

At the same time a sample is collected, information on the  facilities treatment system
(normal operation; aberrant processes) may be useful. When dealing with industrial
discharges, details of the process being used may be helpful.  These details and
others should be recorded and provided to the laboratory conducting the TIE at the
time of sample shipment. When samples are received, temperature, pH, chronic
toxicity, hardness, conductivity, total residual chlorine (TRC), total ammonia, alkalinity
and  DO should be measured.  Figure 4-1 provides a typical format to record such
information.

                                      4-1

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Figure 4-1.  Example data sheet for logging in samples.
Sample Log No.:_

Date of Arrival:
Date and Time
 of Sample Collection:,

Facility:	
Location:
NPDES No:_

Contact:
Phone Number.

Sampler:	
Sample Type:  Q  Grab  Q  Composite

              a  Glass Q  Plastic

              Q  Prechlorinated
              Q  Chlorinated
              Q  Dechlorinated


Sample Conditions Upon Arrival:

   Temperature	
   pH	
   Total Alkalinity_
   Total Hardness
   Conductivity/Salinity,
   Total Residual Chlorine,
   Total Ammonia
Condition of treatment system at time of sampling:
Status of process operations/production (if applicable):
Comments:
                                        4-2

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Since most TIEs are not performed on-site, the effluent samples must be shipped on


ice to the testing location.  The samples should be cooled to 4°C or less prior to


shipment and they should be shipped in sturdy ice chests to prevent either


temperature increases or container breakage during shipment. The TIE requires that


toxicity be present frequently in effluent samples, and that the toxicity in each sample


remain sufficiently long for testing to be done. For one chronic Phase I TIE, a typical


volume of effluent needed  is 19 L but of course this will depend on the options chosen


for the TIE (Section 6). The second edition of the acute Phase I TIE manual (EPA,


1991 A) recommends that samples be initially collected and stored in both  glass and


plastic to determine whether effluent stored in either container affects the toxicity.
                                                                               %

Some compounds (such as surfactants) are less toxic if water samples containing


them are stored in plastic containers. Preliminary samples are useful to determine


which containers to use to provide samples that are the most representative of the


effluent (see Phase I, Section 6 (EPA, 1991 A) for more details).





Composite samples should be used for Phase I. Later, in Phases II and III, where


variability is desired, grab samples should be used. Samples that are consistent give


results that are easier to interpret and lead more rapidly to  identification and


confirmation of the cause of toxicity.  Grab samples can provide the maximum effluent


toxicity; however, although it is more difficult to catch intermittent peaks of toxicity


(such episodic events may not be caused by the same toxicant that causes routine


toxicity).
                                      4-3

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Multiple effluent samples in each test should not be used in Phase I as is done for


permit testing (EPA, 1989C).  Only one composite sample should be used for each set


of Phase I tests. The reason  is that  if several samples are used and the toxicants are


different or change in their ratios one to another, the interpretation of Phase I will be


nearly impossible.  Indeed such variability must be identified but it should be done


after at least one or preferably most  of the toxicants are known.





Existing routine toxicity test data should be examined.  If one notes a sudden


response such as death  in the middle to the end of the test period and especially if it


is associated with a new sample, the effect being measured may actually be acute
                                                                               \

rather than chronic and if so the approach may be  switched to an acute TIE approach.


The investigative approach should be adjusted to respond to such situations.
                                      4-4

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                                  SECTION 5
                              TOXICITY TESTING

5.1    Principles

The test organism is used as the detector of chemicals causing chronic toxicity in
effluents and other aqueous media.  The response to toxic levels of chemicals is a
general one; however the organism is the only tool that can be used specifically to
measure toxicity.  Only when the cause of toxicity is characterized can chemical
analytical methods be applied to identify and quantify the toxicants.
                                                                               i
Chronic TIE'S will usually be triggered by the use of the toxicity test methods as found
in the short-term chronic toxicity test manuals (EPA, 1989C; EPA, 1991D). However,
for the Phase I manipulations, conducting the tests strictly as detailed in those
manuals are not always necessary and sometimes not possible.  Modifications have
been developed and these include:  (a) reduced test volumes, (b) shorter test
duration, (c) smaller number of replicates, (d) reduced number of test concentrations,
and (e) reduction in the frequency of the test solution renewal. In addition, the
frequency of preparation of manipulated samples for test solution renewal must be
established and this issue is discussed in the following section.  Any loss of test
precision due to these  modifications is not as critical during Phase I characterization
as it is in Phase II and Phase III.  During  Phase I the analyst is searching for an
obvious alteration in effluent toxicity, which may be obtained using abbreviated chronic
test methods.  Confirmation testing (Phase III) conducted according to the standard

                                      5-1

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methodologies will confirm whether the toxicant(s) detected in the characterization and
identification steps (Phases I and II) is the true toxicant.
5.2   Test Species

In most cases, freshwater effluents will be subjected to this evaluation because they
have been found to be chronically toxic to the cladoceran, C. dubia, or to the fish,
fathead minnow (Pimephales promelas),  or possibly to the cladocerans, Daphnia
magna or Daphnia pulex. A TIE is best conducted using the species which detected
the toxicity triggering the TIE. When an alternative species is chosen one  must prove'
that it is being impacted by the same toxicant(s) as the species which initially detected
the toxicity.  The species  need not have the same sensitivity to the toxicant(s), but
each species' threshold must be at or below the toxicant concentration(s) present in
the effluent.

One method of proving that the species are being affected by the same compound(s)
is to test several samples of the effluent over time.  If the effluent possesses sufficient
variability, and the two species IC25's (see Section 5.8 below for a description of the
IC25) change in proportion one to another, the  analyst may assume that the
organisms are reacting to changing concentrations of the same compound. Further
proof that the two species are responding to the same toxicant should surface during
Phase III. If the toxicant is the same for both species, then characterization
manipulations which  alter toxicity to one species should also alter toxicity to the

                                      5-2

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second species.  The extent to which toxicity is altered for each will depend upon the
efficiency of the manipulation and the organism's sensitivity to the toxicant.  Steps
applied in  Phase III will confirm whether the two species are indeed sensitive to the
same toxicant in the effluent.  Extensive time and resources may be wasted if one
discovers during Phase III that the organism of choice is not responding to the same
toxicant as the species which  triggered the TIE.

For the above mentioned reasons, we recommend when at all possible to use the
organism which prompted the TIE.  Our chronic TIE experience has been based on
tests with  C. dubia and/or larval fathead minnows.  Obvious constraints on the use of
other species are  availability, size, age,  and adaptability to test conditions. Also, the
threshold levels for additives and reagents must be determined for other species.
5.3   Toxicity Test Procedures

Measures to conserve time and resources required to conduct a chronic Phase I must
be used in order to make the procedures cost-effective.  The application of all aspects
of the standard short-term chronic tests to Phase I in terms of replicates, routine water
chemistries, test duration, and volumes are not practical due to time constraints and
expense.  Variations of the procedures need to be implemented whenever possible.

As mentioned above, smaller test volumes can be used in all tests with C. dubia and
in most instances with fathead minnows.  For example, 10 ml in a  1 oz plastic cup (or

                                      5-3

-------
30 ml glass beaker) has been adequate for C. dubia and 50 ml in a 4 oz plastic cup



(10 fish  per cup) has been used successfully to test the fathead minnows (or 100 mL



in a 400 ml glass beaker).  There are two precautions to watch for in the chronic TIE



tests--1) evaporation of test solutions and 2) transfer of toxicants in moving animals. If



evaporation  reduces test volumes, efforts to reduce the evaporation must be made or



larger volumes must be used. The volume of water added with each transfer should



be minimized, because the volume used in the test is small, and the resultant test



concentration could be diluted, thereby reducing toxicity.  Consistency of using  the



same size test chambers and consistent volumes should be maintained in Phase I;



when Phase III is initiated, tests should  be conducted following the test protocol that
                                                                              \


was used to trigger the TIE.








If a reduction in the number of replicates per test concentration is used, one must



assume that precision  is sufficient enough to decipher changes in toxicity that must be



measured.  For the C. dubia test, five animals per concentration (one per cup)  and for



the fathead minnow test, two replicates  per concentration and 10 fish per replicate



have been found to be adequate for interpreting the changes in toxicity. However this



smaller  data set is not amenable to all statistical requirements as described for the



short-term tests (EPA, 1989C; see Section 5.8)








A shortened version of the 7-d  C. dubia test, referred to  as the 4-d test, can often be



used. The 4-d test does not have to be as sensitive  as the 7-d test, just sensitive



enough that the toxicity changes occurring in Phases I and II of the TIE (using 4-d



tests) would be the same as the 7-d tests. The 4-d day test was found to  produce



                                      5-4

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similar results for single chemicals (Oris et al., 1990), but in tests in our laboratory with
effluents, the 4-d test has not been as sensitive for all effluents tested as the 7-d test
in determining the effects on young production and survival.  When animals are initially
exposed at 72 h they are ready to produce their first brood. Therefore, toxicity can be
underestimated because these animals are pre-disposed to produce their first brood,
unlike the animals exposed as neonates (< 24 h old) and the exposure during a 4-d
test may miss their most life sensitive stage.  However for the Phase I where the
purpose is to detect differences following various manipulations, this issue  is not as
important as the ability to rapidly conduct the characterization.  Use of the  shorter term
test will decrease the cost of Phase I TIE'S.  In the confirmation of toxicity  (Phase  III),
the 7-d test  is required because the toxicity as measured in the 7-d test was used to
detect  toxicity for the permit, and  should be used to confirm the cause of toxicity.

To conduct a 4-d test with C. dubia, neonates (0-12 h old) are  placed in the dilution
water that will be used to conduct the TIE.  At present these animals are held
individually in test containers and fed daily until they are 72 h (± 6 h) old in a similar
test fashion  (Oris et al., 1990).  The animals are then transferred to the baseline test
solutions or the various characterization test solutions.  The test is then continued for
4-d using the endpoint of three broods.

The use of known parentage (EPA, 1989C) for the C. dubia test is important when the
number of replicates is reduced.  This known parentage approach allows the young of
one female to be used across one replicate of all  dilutions and the control  (i.e., 5
animals), the young from another female for the next replicate  set of dilutions and
                                       5-5

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control, and so on until all test cups contain one young animal. By this technique,
animals from a given female that appears to be sick or produces no young can
legitimately be dropped from the data set without statistical bias (Norberg-King et al.,
1989).  The ability to discard such data without bias improves precision.
5.4   Concentrations to Test

The level of toxicity for any given discharger most likely will have been established
with some degree of certainty from previous tests that were conducted on the effluent
that triggered the TIE.  Therefore for the TIE, we have found that four effluent dilutions'
and a control are adequate to define the toxicity of the sample while reducing the cost
of the tests. Now for the TIE, the key to choose the concentrations to test is to select
those that will assist in the detection of small changes in toxicity, which is essential in
the chronic TIE.  For example, if the NOEC (from a previous data set) is 12% (or IC25
is 10%), then a concentration series such as 6.3%, 12.5%, 25%, and 50% would be
logical.  Or perhaps closer concentration intervals may be desired. Using 20% as the
high concentration and a dilution factor of 0.7, would mean the concentrations to test
would be 7%, 10%,  14%, and 20%. If the NOEC (from historical data)  is 40-50% (or
above 50%), then the concentrations to test should be, for example, 25%, 50%, 75%,
and  100% or 40%, 60%, 80%, and 100%.  Choice of dilution factor and test range is a
matter of judgement and depends on  needed precision and practicality.
                                      5-6

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In nearly all examples in this document, the concentrations of 12.5%, 25%, 50%, and
100% are used. We are assuming that if effluents have ICp (or NOEC) values below
10%, the effluent is likely to show acute toxicity and if so, an acute TIE approach
should be used.  If chronic work is to be done on a highly toxic effluent, the same
recommendations given in the acute manual should be used; that is, use
concentrations of 4x, 2x, 1 x and 0.5x the IC25 or IC50 value (see Section 5.8 for
which value to select).  For example, if the IC25 is 5% effluent, we would suggest
using  a range such as 20%, 10%, 5% and  2.5% for the various tests.

5.5   Renewals

For C. dubia, daily renewals of the test media (as required in the chronic manual,
EPA,  1989C) are not necessary as long as the toxicity of the effluent can be
measured in one or two renewals.  Because available sample volume is limiting in
some  manipulations, fewer renewals are desirable.  As with the test duration (4-d vs.
7-d) the acceptability of less frequent renewals must be established by comparison
with whichever test duration is selected.  For the fathead minnow test, the frequency
of sample replacement must be daily to maintain adequate water quality because the
live food (brine shrimp, Artemia salina) dies 2-8 h after being added to the freshwater
test solutions.  A baseline test (see Section 6) is always conducted when the sample
is received. The suitability of reduced renewal frequency can efficiently be evaluated
at this time by conducting comparative baseline tests simultaneously with different
renewal frequencies.
                                     5-7

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The number and types of chemical measurements taken initially and at the renewal


intervals (referred to as finals) should be based on the need for these measurements


and their usefulness. Initially, little judgement about the value of these can be made,


but as toxicant characteristics are identified, the usefulness of various measurements


can be judged.  Initially, the usual measurements (hardness,  alkalinity, conductivity;


EPA,  1989C) should be made but some of these can be dropped as the TIE


progresses.  For example,  if non-polar toxicity is found, then  hardness and alkalinity


need  not be closely monitored. But if a metal is suspected, then these measurements


are important. The pH measurement is frequently needed and for toxicants such as


ammonia it is extremely important.  If an effluent contains greater than 5.0 mg/L of
                                                                              %

ammonia, the pH should be carefully measured daily (or more often) in all test


concentrations.  Since ammonia is a highly pH dependent toxicant, one must be


aware of variable pH drift in the Phase I treatments which may lead to erroneous


conclusions.  One generalization, however, can be made.  For characteristics that are


unlikely to change, such as conductivity and hardness, both initial  and final


measurements need not be made--once is enough.
5.6   Toxicity Blanks





A risk of the reliance on a toxicity response in the characterization step of TIEs is the


probability that artifactual toxicity is created during sample manipulations (see


Section 2.4).  While a particular manipulation may cause some degree of artifactual


toxicity, if the  toxicity is predictable the test may still retain its validity.  Since chronic



                                      5-8

-------
tests are more sensitive to artifactual toxicity, lower concentrations of additives or less
severe conditions must be used as compared to the acute test.

The presence of artifactual toxicity caused by contaminated acids, bases, air, filters
and columns and by intentional additives are detected by treatment blanks and toxicity
controls. A blank is dilution  water manipulated the same as the effluent, and then it is
toxicity tested to determine if any toxicity was added.  A toxicity control is the
reference used to judge the impact of a manipulation.  Sometimes the toxicity control
is the baseline test, at other times it will be a manipulation test.  For example, the
toxicity control for the EDTA addition test is the baseline test while the toxicity control ^
for the post-C18SPE test is the filtration test (filtered whole effluent).  Treatment blanks
for either the EDTA addition test or the sodium thiosulfate addition test are not
appropriate as the testing of these additives in clean dilution water is not
representative of the effluents' characteristics. The toxicity control must be
distinguished from the control treatment (animals in standard culture or dilution water),
which is always used. Controls provide information on the health of the test organism
and the test conditions while the blanks provide information on the cleanliness of the
acids and bases, the aeration system, the filter apparatus, the C18 SPE column, and
other apparatus used.

Although artifactual toxicity  may appear in the dilution water blanks, artifactual toxicity
in the effluent matrix may not be observed.  One must decide whether the test results
from that manipulated sample are meaningful.  For example, if the aeration
 manipulation caused toxicity in the dilution water blank but aeration removed the
                                       5-9

-------
effluents' toxicity then the conclusion that aeration was an effective treatment is valid.
However, if the dilution water blank was toxic and it appeared aeration did not remove
the effluent's toxicity then one cannot conclude that aeration was not effective without
further investigation.
5.7   Renewal of Manipulated Samples

One must decide whether a manipulated sample to be used for renewal during the
test should be prepared (e.g., aerated or passed over a C18 SPE column) as a batch
sample for the entire test or prepared separately for each renewal. This choice may
be dependent on the persistence of the effluent toxicity, but whether daily samples are
prepared or batch samples are prepared and used for renewals of the tests should be
decided by the investigator, and the same methods should be performed consistently
throughout the TIE.  As a general guideline, we have chosen to discuss these Phase I
steps as though one aliquot of effluent samples prepared for the characterization tests
is used for all renewals.  However for either daily or batch samples, the same
techniques should be used for all the manipulations.  For example, a sample for the
filtration test (Section 6) may be batch prepared on day 1.  Then on day 2, a batch
sample for the aeration test should be prepared. Yet for the EDTA and sodium
thiosulfate addition tests, these additives should be added to the effluent dilutions on
the day of each renewal as batch  solutions for each dilution (e.g., add EDTA to 50 ml
of 100% effluent, let sample sit and dispense to test cups). This is true for the
 methanol addition and the graduated pH manipulations as well. To test the post C18

                                     5- 10

-------
SPE column samples for some effluents, daily samples may need to be prepared
because of bacterial growth problems in samples stored for several days.


Since TIE work is often concerned with the qualitative evaluation of toxicity, rather
than quantitative, there is no reason why a test could not be terminated sooner than
7 d, if the answer to the particular question posed has been found. For example, if
the baseline test with a sample indicates a complete inhibition of C. dubia reproduction
by day 5 of a 7-d test, and one of the manipulated samples  (i.e., aeration) shows
normal reproduction, there may be little point in continuing that test, because toxicity
was altered.  This type of judgmental decision is harder to make in a chronic fathead
                                                                               «
minnow test based on growth; however, by careful observation of factors such as
survival or behavior, the trend of the toxicity response may be discerned earlier than
7 d.  Sufficient measurable growth of the fathead minnows may have been achieved
by 5 d.  Experiments with fish exposed to zinc and selenium for 5-d and 7-d indicated
that sufficient growth differences could distinguish the toxic effect even at 5-d
(Norberg-King, 1989).


Because the chronic test is longer and requires more laboratory work than the acute
test, loss of toxicity of any effluent sample is more troublesome when it occurs.  If the
presence  of toxicity is not measured in the whole effluent before Phase I tests begin,
much work will be wasted if the sample is non-toxic initially.  On the other hand, to
delay by waiting for the test may also result in the loss of toxicity. The best approach
is to examine existing data sets for evidence of toxicity loss due to storage  of
samples.  If there are none then start a baseline test, and upon the onset of chronic
                                     5-11

-------
toxicity (e.g., 60% mortality, no reproduction by day 5 in high test concentrations of a
7-d test, absence of food in the gut of the fishes), additional follow-up manipulations of
Phase I tests should be started.  Toxicity degradation can be a useful tool in
identification and confirmation (cf., Section 2). Once it has been determined that the
sample toxicity degrades quickly, Tier 1 and Tier 2 steps should be started on the day
of arrival.  Removal of headspace in effluent storage containers may help minimize the
loss of toxicity.
5.8   Test Endpoints and Data Analysis
                                                                                «
For evaluating whether any manipulation changed toxicity, the investigator should not
rely on statistical evaluations only.  Some treatments may have a significant biological
effect that was not detected by the statistical analysis. Judgement and experience in
toxicology should guide the interpretation.

Endpoints for the most commonly used freshwater short-term chronic tests are
survival, growth, and reproduction. Historically, the effect and no effect concentrations
have been determined using the statistical approach of hypothesis testing to determine
a statistically significant response difference between a control group and a treatment
group.  The no effect level, called the no observed effect concentration (NOEC), and
the effect concentration, called the lowest observed effect concentration (LOEC), are
then statistically defined endpoints. The NOEC/LOEC are heavily affected by choice
of test concentration and test  design. For example, these effect levels are dependent
                                      5-12

-------
not only on the concentration intervals (dilution sequence) chosen, but the number of



organisms, the number of replicates used, and the choice of the statistical analysis for



the data (i.e., parametric or non-parametric). The minimum significant differences



detected in hypothesis tests can be quite variable (e.g., 10% or 60%) and yet this



difference is used to determine the NOEC.  In the chronic testing manual (EPA,



1989C), the minimum number of replicates (a relatively large number), organisms, and



dilutions for the C. dubia and fathead minnow short-term tests are needed to meet the



hypothesis testing  requirements. When less replicates, fewer numbers of dilutions and



fewer test organisms are used (as in the chronic TIE) the hypothesis tests will not be



able to detect smaller differences that are needed for chronic TIEs. Therefore,
                                                                                t


hypothesis testing  is not suitable for Phase I purposes and a point estimation method



must be used.






The linear interpolation method described in the supplement to the freshwater chronic



manual (EPA, 1989C) calculates a point estimate of the effluent concentration that



causes a given percent reduction based on the organisms response.  The inhibition



concentration (ICp3) program (Norberg-King, 1989;  DeGraeve et al, 1988; EPA,



1989C) was developed for the purpose of analyzing data from the short-term tests.



This method  of analysis is not as dependent on the test design as hypothesis analysis



and is particularly useful for analyzing the type of data obtained from Phase I testing.



When analyzing data for the ICp estimates, only one test endpoint is determined.  For
    3  The ICp program (Release 1.1) calculates confidence intervals which are limiting when the

      sample size is <5 and these confidence intervals are less than 95% in the current edition. This

      is being corrected in the revision of the program now underway (R. Regal, personal

      communication).



                                      5-13

-------
C. dubia all the data is used.  If all 10 animals have died, the data is entered as zeros
and if some animals have some young but the adult dies, the partial brood values are
used. For the fathead minnow test, the weights are calculated as mean weight per
original fish rather than mean per surviving. Also the program allows direct
comparison of results  from tests conducted using different concentration intervals.
The level of inhibition  (p) used as an endpoint (e.g., 25 or 50%) is not critical, although
the IC25 is generally suggested as an equivalent for the NOEC (EPA, 1991B).
Confidence intervals are calculated using a bootstrap technique, and these confidence
intervals can  be used  to determine the significance of toxicity alterations observed in
Phase I. A "significant reduction" m toxicity must be determined by each laboratory for
each effluent and in combination with the precision of reference toxicant tests the
performing laboratory  achieves.
                                      5- 14

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                                  SECTION 6
                         CHARACTERIZATION TESTS

The chronic Phase I manipulations follow the same approach and employ the same
manipulations used in the acute TIE (EPA, 1991 A). These include aeration, filtration,
C18 SPE extraction and chromatography, chelation with EDTA, oxidant reduction and/or
complexation with sodium thiosulfate, and toxicity testing at different pH values (Figure
6-1).  The main differences between the acute and chronic techniques are that the
concentrations of additives must be lower and the test conditions must be less  severe
in chronic TIE because the chronic test is more sensitive to these conditions. The pH
adjustment procedures are changed because we found that consistent, representative •
blanks with reconstituted water could not be obtained at higher pH's.

The following characterization steps are all based on the use of Ceriodaphnia or
fathead minnows. Obviously, use of other species will require consideration of test
volumes, and additive concentrations. As discussed in the acute manual, if the TIE is
done  with species different from the species used in the permit, one must demonstrate
that both species are sensitive to the same toxicant(s) (see Section 5).

Because more than one effect is  measured in chronic tests and because partial effects
are more frequent than in acute tests, a graded response with concentration is often
seen.  A graded response allows one to better judge small changes in toxicity  - an
advantage not often available in acute tests. Also, effects (initial mortality, delayed
mortality, aborted young,  reduced young, poor growth) can be observed as well as the

                                      6-1

-------
Figure 6-1. Overview of characterization tests.
           Chronic Phase I Characterization Tests
                          Tier!

                   Baseline whole effluent test
                   EDTA addition test
                   Sodium thiosulfate test
                   Filtration test
                   Aeration test
                   Post-CIS SPE column test
                   Methanol eluate test
                   Graduated pH test (2 pH's)
                         Tier 2

           Baseline whole effluent test
           pH adjustment test
           Filtration and pH adjustment test
           Aeration and pH adjustment test
           Post-CIS SPE column and pH adjustment test
           Methanol eluate test
                            6-2

-------
time to onset of effect. Such effects can be useful in distinguishing the response to
different toxicants.

For acute TIEs, tests are quick and relatively inexpensive, so the need to maximize
their usefulness is lessened. The chronic test is more work not only because the test
is longer and more complex, but also because more sample volume is needed. For
example, for tests such as the sublation test (a subsequent step in the aeration test
(Section 6.4)) sample size can be very restricting. In addition, if an effluent is not
always toxic, a decision has to be made as to whether to test for the presence of
toxicity first, before manipulations are started.  If the effluent is not toxic and all the
manipulations are set up, the results may be of no value. On the other  hand, if the
toxicity is first established and even though toxicity is measured, often a week will
have passed and by the time manipulations are tested, the toxicity may  have
degraded. Unfortunately, there is no clear answer to which way to  proceed. When
there are data for effluent toxicity for preceding  months, examination of these data
may assist in the decision.

In the acute TIE,  the initial test (EPA,  1991C) is used to set the  range of
concentrations to test.  However in the chronic TIE, an equivalent of the initial test is
not practical, therefore historical data must be used to make such judgements.
Lacking historical data, a judgement will have to be made to set the test range (see
Section 5.4).
                                       6-3

-------
For chronic Phase I characterization, the use of two tiers of characterization tests is

suggested (Figure 6-1). Tier 1 is done without major pH adjustments.  Experience

with acute TIEs has shown that major pH adjustments are usually not needed.  Tier 2

is performed  only when Tier 1 does not provide sufficient information, and consists of

filtration, aeration and the C18 separation technique of Tier 1 with an effluent sample

adjusted to both pH 3 and pH 10.  For effluents not requiring Tier 2, resources to

conduct the TIE are reduced. Each characterization test used in the Tier 1 or Tier 2

has as its foundation the information in the acute Phase I manual (EPA, 1988A; EPA,

1991 A).  The principles, methods, and interpretation of results are based on the acute

manual, and the tests for Tier 1  (Figure 6-2) are discussed in Sections 6.1-6.8.  All
                                                                                i
tests within a Tier (1  or 2) should be started on the same day.  Starting chronic tests

involves more effort than acute tests, and logistics must be planned (for instance,

available animals of the appropriate age for the chronic test, sufficient food supply for

more chronic tests, adequate supply of dilution water for all test renewals). Tests

need to be started on the same day in order to compare results of each manipulation

test to others and to the baseline test (Section 6.3) results (Table 6-1). Once the Tier

1 data are generated, they are compared, and interpretations are made to see which

inferences can be drawn concerning the nature of the toxicants.  Usually, multiple

manipulations and a retest of selected manipulations  will be effective before additional

effluent samples are tested (see Sections 6.15, 6.16 and acute Phase  I manual, EPA

1991 A).
                                      6-4

-------
       Figure 6-2. Tier 1 sample preparation and testing overview.
o>
en
             Baseline
             Toxicity
              Test
 EDTA
Toxicity
 Tests
            Thiosulfate
             Toxicity
              Tests
           Graduated pH
             Toxicity
              Tests
                                             Effluent Sample
 EDTA
Additions
              Sodium Thiosulfate
                  Additions
                   Minor
Filter


                pH Adjustments
                                Methanol
                                  Elution
  Toxicity
   Test
Post-Column
  Sample

-------
Table 6-1.   Outline of Phase I effluent manipulations
  Description                                             Section

DAY 1 SAMPLE ARRIVAL:

   Measure                                                 4.0
       •  temperature
       •  conductivity
       •  pH
       •  DO
       •  alkalinity
       •  hardness
       •  total ammonia
       •  total residual chlorine

   Perform Sample Manipulations                             6.0
       •  filter effluent                                        6.4
       •  collect solid phase extraction                         6.6
       •  collect methanol eluate                              6.7

DAY 2 TOXICITY TESTING:

   Warm up  aliquot of whole effluent and aliquots
     of filtered effluent,  post-C18 SPE column effluent,
     and methanol eluates.

   Initiate Tier  1 Tests
       •  baseline toxicity test                                 6.1
       •  EDTA addition test                                  6.2
       •  aeration test                                        6.3
       •  filtration test                                        6.4
       •  sodium thiosulfate addition test                       6.5
       •  post-C18 SPE column test                            6.6
       •  methanol eluate test                                 6.7
       •  graduated pH tesf                                  6.8

ADDITIONAL TESTING ON SUBSEQUENT DAYS.2

   Tier 2 Tests
       •  pH adjustment test                                  6.10
       •  aeration and pH adjustment test                      6.11
       •  filtration and pH adjustment test                      6.12
       •  post C18 solid phase extraction column
          and pH adjustment test                             6.13
       •  methanol eluate test (for pH adjusted samples)	6.14	

 1   Experimentation may be needed for this test (see text for details).
 2   Tier 2 is primarily for those effluents where the results from Tier 1 did not indicate
    any clear pattern of toxicity change following manipulation (see  text  for details).

                                      6-6

-------
Sample Preparation for the Characterization Tests

As for acute TIE tests, we suggest doing certain chemical measurements and the
manipulations on one day and starting the test on the next day (Table 6-1). This
schedule balances the work load more evenly. When the sample is received (day 1),
various measurements  (Section 4) are taken and some preparatory manipulations for
Phase  I are done.

First, the routine chemical measurements are taken as discussed in Section 4. DO,
conductivity, and pH should be measured to ensure that the values are in the
physiologically tolerable range for the test.  If these are at levels that could be toxic   '
(EPA, 1989C), there is  little point to further sample manipulation.  In addition, the
water hardness and alkalinity should be measured so that the appropriate dilution
water can be selected (see Section 3, Dilution Water).

The initial pH of effluent upon arrival at the testing laboratory is referred to as pH i,
which is not necessarily the pH of the effluent at air equilibrium.  The pH of the
sample after being warmed, may be selected  as pH i rather than the pH upon arrival.
The important point is to use the same pH i for all subsequent tests.  As an effluent
warms  to 25°C in  an open container, CO2 escapes and the pH may rise from 7.2-7.6
to 8-8.5. In some tests, once the food is added the pH may rise faster or in some
cases (e.g., the fathead minnow growth test), once the food has been in the test
solution for a period of time, the pH may be lower (e.g., 7.5-7.6). These changes may
be important for interpreting the data in  a chronic TIE, and pH should be measured in
                                      6-7

-------
the test dilutions that determine the test endpoint. Of course, since the endpoint may



be unknown, pH is typically measured in all test concentrations.







Since samples are cooled for shipping and storage, upon warming to 25°C, some of



the samples are apt to be supersaturated. Supersaturation can usually be monitored



by measuring DO. If it is too high, it should be reduced to acceptable levels as



described by EPA (1989C) for the routine  monitoring test.  Ceriodaphnia are less



sensitive to supersaturation than newly hatched fathead minnows.  For chronic



Phase I tests, routine water chemistry measurements (such as DO, pH, temperature)



are more important than in acute Phase I tests.
                                                                               «






The  manipulations performed the day the sample arrives are filtering, extraction on the



SPE column, and collection of the methanol eluate (see Sections 6.5 and 6.7 below).



The  aliquots of filtered effluent and post-column effluent will be held until the next day



(day 2) to start the test.  Of course these samples should be stored in the refrigerator



at (4 ± 2°C).  This sample preparation schedule is particularly convenient for



laboratories who  rely on courier services to deliver samples, typically late in the



morning.







On day 2, the EDTA addition test should be prepared first so that compounds that are



EDTA chelatable, yet require an equilibration time, can be chelated (see Section 6.4).



Then the rest of the manipulations (aeration, sodium thiosulfate addition, graduated pH



adjustments) should be started.  For the laboratory that is experienced in chronic
                                      6-8

-------
toxicity testing, the amount of time required to conduct the Tier 1 sample
manipulations and set up the toxicity tests is about 6-10 hours.
6.1 Baseline Test

General Approach: To determine the effects of Phase I manipulations on the toxicity
of the effluent, its inherent toxicity must be determined.  The toxicity measured in this
test is used to gauge toxicity changes caused by some manipulations and to detect
changes in the sample's toxicity during storage.  Baseline tests must be repeated
each time additional manipulation tests are started.

Methods: The baseline test will be initiated using concentrations based oh the
historical data for each particular discharger.  For the TIE use of four (and three)
dilutions have been sufficient for defining toxicity (Section 5.4).  If the toxicity is low, in
order to draw distinctions between the concentrations used in the test for the various
characterization tests, the dilutions may  need to be set closer, for example, 40%, 60%,
80%, 100%.  In this test,  and all  subsequent characterization tests, the test
concentrations, test volumes and number of replicates should be kept the same as
described in  Section 5, Toxicity Testing.

On day 2, an aliquot of the effluent is warmed slowly in a warm water bath to test
temperature  (25°C). The various test concentrations are prepared using the
appropriate hardness reconstituted water.  Next, routine chemistries are measured

                                      6-9

-------
(initial pH, temperature, DO).  The use of dilution water controls is not required for
every manipulation but at least two sets of controls should be included to estimate
reproducibility.  In addition, the tests are conducted using one C. dubia per one 10 mL
test volume in a 1 oz. plastic cup (or glass beaker) and five animals per treatment.
For the fathead minnow tests, two replicates per treatment,  10 fish in 50 mL in a 4 oz
plastic cup, or 100 mL in a 400 mL beaker, are  assumed.

Interpretation of Results/Subsequent Tests: The baseline tests serve as the basis for
determining the effects produced by various characterization tests.  This test serves as
the toxicity control for some of the other tests.  If baseline tests done on subsequent
days with additional manipulations, indicate that the toxicity of the effluent is
decreasing, either every effort should be expended to characterize the toxicity more
quickly (i.e., Phase  II  identification or Tier 2 tests) or another sample should be
obtained. The "shelf life" of the toxicity can be determined after a few samples have
been evaluated.

Special Considerations/Cautions: The controls in this test will provide information on
the health of the test  organisms, the dilution water, the test glassware and equipment
used to prepare the test solutions and the cleanliness of the test chambers.  This
baseline test serves as the toxicity control for some subsequent Tier 1 or Tier 2 tests.
                                      6-10

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6.2 EDTA Addition Test

General Approach: This test is designed to direct effluent toxicity caused by certain
cationic metals. The addition of EDTA to water and effluent solutions can produce
non-toxic complexes with many cationic metals. Loss of toxicity with EDTA addition(s)
suggests that cationic metals are causing toxicity.

EDTA is a strong chelating agent and because of  its complexing strength, it will often
displace other soluble forms (such as chlorides and oxides) of many metals. The
ability of EDTA to chelate any metal is a function of pH, the type and speciation of thet
metal, other ligands in the solution, and the binding affinity of EDTA for the metal.
And the complexation of metals by EDTA may vary according to the sample matrix.
The specific form of metal that causes toxicity in the water matrix may be more
important than the total concentration of the metal.

Cations typically strongly chelated by EDTA are aluminum (3+), cadmium, copper, iron,
lead, manganese (2*), nickel, and zinc (Stumm and Morgan, 1981).  EDTA weakly
chelates barium, calcium, cobalt, magnesium, strontium, and thallium (Flaschka and
Barnard, 1967).  EDTA can form relatively weak chelates  with arsenic and mercury
and anionic forms of metals (selenides, chromates and hydrochromates) will not be
chelated.

For some cationic metals for which EDTA forms relatively strong complexes, the acute
toxicity  to C. dubia is reduced (Mount, 1991;  Hockett and Mount, In Preparation).
                                     6-11

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EDTA has been shown to chelate the metal causing the acute toxicity (at 4x the



LC50) for copper, cadmium, lead, manganese (2*), nickel, and zinc to C. dubia in both



dilution water and effluents. However, they also found that EDTA did not



remove/reduce the acute toxicity of silver, selenium (either as sodium selenite or



sodium selenate), aluminum (AI(OH)4"), chromium (either as chromium chloride or



potassium dichromate), or arsenic (either sodium m-arsenite  or sodium arsenate)



when tested using moderately hard water and C. dubia.






In the acute Phase I  manual (EPA, 1988A), the recommended amount of EDTA to be



added was high because the authors thought calcium and magnesium  had to be
                                                                            %


complexed in order to complex toxic  metals (D. Mount, personal communication).  The



mass of EDTA required was approximated by the amount needed for the titration of



hardness or the measurement of calcium and magnesium when titration was not



possible due to interferences.  A third choice was to use 0.5x the EDTA LC50 for the



test species (EPA, 1991 A).  Ideally the amount of EDTA to add would be just enough



to chelate the toxicant(s) without causing toxicity or otherwise changing the matrix of



the effluent. Without knowing how much toxicant(s) must be chelated, the amount of



EDTA to add must be estimated.  Recently, the role of calcium and magnesium was



tested in our laboratory. Acute toxicity tests with C. dubia were conducted in



moderately hard and very hard reconstituted water using copper, cadmium, and zinc



at 4x, 2x,  and  1x the LC50 of each.  When one metal and EDTA were present at



approximately  a 1:1  molar basis, all  the toxicity was removed regardless of water



hardness  (J. Thompson, NET AC,  personal communication). These results indicate



that calcium and magnesium concentrations do not affect the levels of EDTA needed


                                    6- 12

-------
to remove cationic metal toxicity. Whether toxicity reduction using the 1:1 molar ratio



is true for chronic toxicity has not yet been evaluated.







The threshold levels for C. dubia and fathead minnows to EDTA were determined



using 7-d tests in different hardness waters and the results are given in Table 6-2.



For C. dubia, the chronic toxicity of EDTA is not water hardness dependent, but for



fathead  minnows the sublethal toxicity appears to be greater in softer waters.  This is



in contrast to the acute toxicity of EDTA to Ceriodaphnia which indicated that EDTA



toxicity decreased with increased water hardness (Phase I; EPA, 1991 A).  Natural



waters and effluents have many constituents in addition to those added to



reconstituted waters.  The behavior of EDTA in effluents (or receiving waters) could be



different than in simple reconstituted water.








Methods: The goal is to  add enough EDTA to reduce metal toxicity, without causing



EDTA toxicity or substantially changing the water quality.  The toxicity of EDTA as



determined in clean reconstituted water is likely to be higher than the toxicity of EDTA



added to an effluent.  Therefore, the EDTA toxicity values contained in Table 6-2



represent maximum toxicity in any  effluent.  The toxic concentration of EDTA in one



effluent  will probably not  be the same as the concentration causing toxicity in  a



different effluent or even  a different sample  of the same effluent.  To be safe, the



concentrations of EDTA added to any effluent should be less than the expected effect



concentration of EDTA in clean water.
                                      6-13

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Table 6-2.  Chronic toxicity of EDTA (mg/L) to C. dubia and P. promelas In
           various hardness waters using the 7-d tests.
Water
Species Type
Ceriodaphnia dubia VSRW
SRW
MHRW
HRW
VHRW
VHRW
Pimephales promelas SRW
MHRW
HRW
VHRW
IC50
95% C.I.
4.5
3.6-6.0
7.5
6.2-8.3
8.8
4.7-13
7.5
6.2-9.8
7.8
6.7-8.6
12
10-14
136
130-139
163
150-188
236
227-248
287
269-300
IC25
95% C.I.
3.0
2.1-3.9
4.9
3.7-5.7
5.9
3.4-10
5.5
0.98-6.9
6.1
4.0-6.8
8.3
4.2-10
103
94-110
132
123-144
1
230
203-247
NOEC
2.5
3.1
5.0
5.0
5.0
7.5
100
100
200
200
LOEC
5.0
6.3
10
10
t
10
15
200
200
400
400
1      Value could not be determined.

Note: VSRW = very soft reconstituted water; SRW = soft reconstituted water;
      MHRW = moderately hard reconstituted water; HRW = hard reconstituted water;
      VHRW = very hard reconstituted water.
                                   6- 14

-------
For either species, three EDTA concentrations are added to three sets of three



effluent dilutions.  EDTA stock solution is added after the effluent dilutions are



prepared so that the EDTA concentrations for each addition are constant across each



set of effluent dilutions.  A stock solution of EDTA (ethylenediaminetetraacetic acid,



disodium salt dihydrate) is prepared in distilled water. This EDTA stock solution



should be prepared so that only microliter amounts of the stock are needed to



minimize effluent dilution.  No more than 5% dilution of the effluent aliquot by EDTA



stock should occur.







To perform the effluent dilution test, three sets of effluent dilution concentrations are
                                                                               *


prepared (e.g, 100%, 50%, 25%,) and each set receives one of three addition levels of



EDTA (Table 6-3). By using non-toxic concentrations of EDTA, there is  less chance



for artifactual toxicity; since the total amount  of metal to be chelated is probably low



for most chronically toxic effluents, there is no reason to add high levels of EDTA.



The additive levels are based on the assumption that the calcium and magnesium



need not be chelated in order to chelate the  toxic metals, although the amount of



EDTA added is most likely still an excess.







An EDTA stock solution of 2.5 g/L can be prepared. For the C. dubia tests, then



0.01 ml is added to three separate 50 ml aliquots in the first effluent dilution series



(i.e., 25%,  50%, 100%) to obtain a 0.5 mg/L final EDTA concentration.  In the second



effluent dilution series, 0.06 ml of stock is added to three separate 50 ml_ aliquots



(25%, 50%, 100%) to achieve a final concentration of 3.0 mg/L in each dilution, and in
                                      6-15

-------
Table 6-3.  Concentrations of EDTA to add for chronic TIEs.  Values given are
           the final water concentration in mg/L.
Species           Water Type               Final Concentrations (mg/L)
C. dubia,   SRW, MHRW, HRW, VHRW     0.5         3.0           8.0
Fathead
minnow
Note: SRW = soft reconstituted water; MHRW = moderately hard reconstituted water;
      HRW = hard reconstituted water; VHRW = very hard reconstituted water.
                                   6-16

-------
the third dilution series, 0.16 mL is added to the last set of 50 mL effluent aliquots for
a final concentration of 8.0 mg/L. For the fathead minnow tests, the same
concentration of an EDTA stock solution can be used but the volume of stock
additions must be doubled for the 100 mL test volume.


To allow the EDTA time to complex the metals, solutions should be set up on day 2
and solutions allowed to equilibrate while other manipulations are being prepared
before test organisms  are introduced. A minimum of a 2 h equilibration time should
elapse before organisms are added.

                                                                              t
Since EDTA is an acid, the pH of the effluent after addition of EDTA should be
checked, although additions at these levels should not lower the pH of the effluent.
The amount of change in solution pH will depend upon the buffering capacity of the
effluent and the amount of reagent  added.  If the pH of the effluent has changed,
readjustment of the test solution pH to pH i should be performed.


The EDTA is not added to one batch of effluent on day 2, rather at each  renewal
EDTA is added to the renewal test  solutions in the identical way test solution was first
made (allowing equilibration time).


Interpretation of Results/Subsequent Tests:  Toxicity may be removed at all exposures
if EDTA alone does not cause toxicity.  If the effluent is less toxic (i.e., EDTA addition
IC50 (or IC25) shows less toxicity than baseline test IC50 (or IC25)) in any of the
three EDTA addition dilution tests,  then EDTA removed or reduced the toxicity and
                                     6-17

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cationic metal toxicity is probably present.  If, in all three tests, the effluent is more



toxic than in the baseline test, EDTA itself may be causing toxicity and the test should



be repeated using lower EDTA concentrations. If toxicity is not reduced below the



baseline test, the probability of cationic metals causing toxicity in the effluent is low.



Higher concentrations of EDTA can  be tried although this usually  is not useful.







Table 6-4 shows the results of a chronic zinc test and the reduction of the toxicity by



the addition of EDTA. When C. dubia were tested in very hard reconstituted water,



zinc was chronically toxic at 55 |ig/L and EDTA was chronically toxic at 15 mg/L



When EDTA was added to solutions of 55 |ig/L zinc at 2.5, 5.0, and 7.5 mg/L EDTA
                                                                                %


respectively, the toxicity of the zinc was removed but at 15 mg/L EDTA, EDTA itself



was toxic.  Such trends may be similar to the toxicity reduction observed in effluents.



If toxicity is reduced in a systematic manner, such as in the example, proceed to



Phase II methods for identification of those metal(s) which are chelated by EDTA.







In addition to removing toxicity due to  metals, EDTA reduces the  acute toxicity of



some cationic surfactants.  This reduction of toxicity may also occur in chronically toxic



effluents, and the toxicity reduced by EDTA should not be assumed to be due only to



cationic metals,  (see Section 6.4 Aeration Test for subsequent tests to conduct if



cationic metals are  not present in the  effluent at chronically toxic  levels but EDTA



reduced toxicity.)







Special Considerations/Cautions: If pH in the  EDTA tests is greatly different from that



in the baseline test, the test should be redone. There is no way  to distinguish the



                                      6- 18

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Table 6-4.   The chronic toxicity of zinc to C. dubla in very hard reconstituted
            water and the toxicity of zinc when EDTA is added.
Zinc1
Cone.
H9/L
0
3.4
14
55
1 Measured
2 crvrA n«+


0
19.2
19.4
17.8
8.2
values.
r*r4f4r\rl +f\
Mean Youna oer
EDTA Additions
2.5 5.0
18.6 17.5
— 2
22.0 23.2
20.8 19.0

Female
(ma/L)
7.5
17.6
~
20.8
16.6



15
6.8
~
1.8
5.3

                                   6- 19

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effect of pH change on the toxicity of a pH sensitive toxicant (e.g., ammonia) from
toxicity changes caused by EDTA. A change of 0.1 pH unit can cause substantial
errors if ammonia is involved.  EDTA additions to dilution water are not relevant
controls for the EDTA additions to effluent; therefore, the toxicity control is the
baseline test.  The control of the baseline test serves as the QC for the health of the
test organisms, the quality of the dilution water, and general test conditions.

If all dilutions where EDTA is added should cause mortality, one possibility is that the
stock solution of EDTA is contaminated and should be checked by conducting another
test with a new EDTA stock.
6.3 Sodium Thiosulfate Addition Test

General Approach:  Oxidative compounds (such as chlorine) and other compounds
(such as copper and manganese) can be made less toxic or non-toxic by additions of
sodium thiosulfate (Na^Oa).  Toxicity from bromine, iodine, ozone, and chlorine
dioxide is also reduced.  Sodium thiosulfate has been routinely used to reduce the
toxicity compounds such as chlorine (EPA, 1989C).

Reductions in effluent toxicity observed with sodium thiosulfate additions may also be
due to the formation of metal complexes with the thiosulfate anion (Giles and Danell,
1983). The ability of sodium thiosulfate to form a metal complex is rate dependent
and metal dependent (Smith and Martell, 1981).  Cationic metals that appear to have

                                     6-20

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this potential for complexation, based upon their equilibrium stability constants, include



cadmium, copper, silver, and mercury (2*) (Smith and Martell, 1981).  The rate of



complexation is specific for various metals and some cationic metals may remain toxic



in the 24-h or 48-h renewal period of the chronic toxicity test due to the slow rate of



complexation or the stability of the complex. The thiosulfate anion is not very stable,



and the ability of sodium thiosulfate to complex the compound(s) causing toxicity



without daily renewals has not been tested completely.







Recent findings have shown that the acute toxicity of certain cationic metals may be



reduced by levels of sodium thiosulfate added in the acute Phase I tests (EPA,  1988A;
                                                                              t


EPA,  1991 A).  The acute toxicity of several cationic metals was shown to be removed



by sodium thiosulfate in standard laboratory water.  The acute toxicity at 4x the LCSOs



of copper, cadmium, mercury, silver, and selenium  (as selenate) to C. dubia was



removed by sodium thiosulfate additions at levels suggested in the acute Phase I



manual.   However, for zinc, manganese, lead, and nickel, the acute toxicity was not



removed by the sodium thiosulfate additions (Mount,  1991; Hockett and Mount,  in



preparation).  The toxicity of mercury with the addition of sodium thiosulfate was



reduced for 24 h but not 48 h which indicates it may  not have been completely



complexed by the thiosulfate.  If the acute toxicity of  metals can be reduced or



complexed by sodium thiosulfate, the same may be true for chronic toxicity.







The test animals will tolerate more sodium  thiosulfate than would ever be needed to



render oxidants or metals non-toxic  in effluent samples. The presence of oxidants or
                                     6-21

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complexable metals will reduce the concentrations of sodium thiosulfate below the



nominal concentrations added.







Table 6-5 gives the toxicity values in various reconstituted waters.  The effect



concentrations for C. dubia and fathead minnows were measured in waters of different



hardnesses (soft, moderately hard, hard, and very hard water (EPA, 1989C)). For



Ceriodaphnia, the results indicate that the  sublethal toxicity  is unchanged regardless of



the water type (Table 6-5). The toxicity tests with sodium thiosulfate and fathead



minnows (7-d growth test) indicate that the toxicity due to sodium thiosulfate is greater



in softer waters.
                                                                                i







Methods: Three sets of effluent dilutions (such as 25%, 50%, 100%) each set with a



different level of thiosulfate concentration (Table 6-6) are prepared regardless of



whether C. dubia or fathead minnows are  used as the TIE test organism. The



concentration of thiosulfate remains constant across one set of effluent concentrations



within a series (identical to EDTA addition test).  Small volumes (microliter) of the



sodium thiosulfate stock solution should be added to minimize the dilution (Ł5% of



total volume). Non-toxic concentrations of sodium thiosulfate are used to reduce the



probability of artifactual toxicity, yet sufficient concentrations are needed to



remove/reduce oxidants.








For a C. dubia test, to the first effluent dilution set (i.e., 25%, 50%, 100%), 200 \iL of



sodium thiosulfate stock (2.5 g/L) is added to each 50 ml_ dilution to obtain final



concentrations of sodium thiosulfate of 10 mg/L.  To the second effluent dilution set,



                                      6-22

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Table 6-5.   Chronic toxicity of sodium thiosulfate (mg/L) to C. dubla and
            P. promotes in various hardness waters using the 7-d tests.
Species
Ceriodaphnia dubia


Pimephales promelas
Water
Type
SRW
HRW
VHRW
SRW
IC50
95% C.I.
39
30-42
38
26-44
43
37-44
1,070
1,041-1,1005
IC25
95% C.I.
26
15-33
27
20-36
34
21-37
820
785-859
NOEC LOEC
30 60
30 60
30 60
750 1,500
t
                    MHRW      2,001           720
                             1,891-2,161     550-1,523
750     1,500
                     HRW       4,871          3,590       3,000     6,000
                             4,633-5,051     3,226-3,800
                    VHRW      8,522          6,780       6,000    12,000
                             8,053-8,704     6,065-7,073
Note:  SRW = soft reconstituted water; MHRW = moderately hard reconstituted water;
      HRW = hard reconstituted water; VHRW = very hard reconstituted water.
                                   6-23

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Table 6-6.  Concentrations of sodium thiosulfate to add for chronic TIEs.
           Values given are the final water concentration in mg/L.
Species           Water Type              Final Concentrations (mg/L)
C.dubia,   SRW, MHRW, HRW, VHRW      1            5          10
Fathead
minnow
Note:   SRW = soft reconstituted water; MHRW = moderately hard reconstituted
        water; HRW = hard reconstituted water; VHRW = very hard reconstituted
        water.
                                   6-24

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100 \iL of the same stock solution is added to 50 mL of each test dilution to obtain
final concentrations of 5 mg/L. To the third set of effluent dilutions, 50 \iL is added to
each to obtain final concentrations of 1 mg/L (Table 6-6).

The fathead minnow test is similar except that twice the volume of the same
thiosulfate stock is needed (because of 100 ml test volumes) to achieve the same
final concentrations (Table 6-6).

The sodium thiosulfate is not added to a batch of the effluent on day 2; rather, at each
renewal, sodium thiosulfate is added to the renewal test solutions in the identical way
                                                                               \
as they were first prepared.


Interpretation of Results/Subsequent Tests: The results of the sodium thiosulfate
addition tests are compared to each other and to the baseline test results to determine
whether or not toxicity reduction occurred. Toxicity may be completely reduced,
partially reduced, or not reduced.  If toxicity appears to be  reduced and/or removed,
then more tests to determine whether the toxicity is due to an oxidant or some metal
should be performed.

When chlorine concentrations are >0.1 mg/L total residual  chlorine (TRC), they may
 be a toxicity problem  for C. dubia.  A significant drop in the chlorine level in the whole
 effluent may occur in the first 24-h period after sample collection and testing.
 Therefore, tests repeated on an aged sample  may give different results if an oxidant is
 involved but may give the same results if a metal is involved.
                                      6-25

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For cases where oxidants account for only part of the toxicity, sodium thiosulfate may



only reduce, not eliminate, the toxicity. Yet the thiosulfate addition test is useful even



when chlorine appears to be absent in the effluent.  Oxidants other than  chlorine occur



in effluents, and even if the  effluent is not chlorinated this test should not be omitted.



Both thiosulfate  and EDTA reduce the toxicity of some metals and this information can



be helpful in identifying the toxicant. (However, this effect of thiosulfate/metal



complexation has not been demonstrated for chronic toxicity.) In cases where both



the sodium thiosulfate addition test and EDTA addition test reduce the toxicity in the



effluent sample, there is a possibility that the toxicant(s) may be a cationic metal(s).



Many oxidants are reduced  by aeration but if aeration does not reduce toxicity, Phase
                                                                                 %


II methods for identification of cationic metal(s) toxicants should be investigated.  No



change in toxicity suggests either no oxidants or certain metals.







Special Considerations/Cautions:  The general test conditions, quality of the dilution



water, and health of the  test organisms are tracked by the controls in the baseline



test.   Additions of sodium thiosulfate to dilution water are not relevant controls for



thiosulfate additions to effluent to determine if the thiosulfate was toxic.  Therefore the



toxicity control is the baseline test.







If all dilutions where sodium thiosulfate is should cause mortality, one possibility is that



the stock solution of sodium thiosulfate is contaminated and  should  be checked by



conducting another test.
                                       6-26

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6.4 Aeration Test

General Approach:  Changes in toxicity due to aeration at pH i may be caused by
substances that are oxidizable, spargeable,  or sublatable. The chemical/physical
conditions of the aeration process will also affect whether or not the toxicity is reduced
or removed.

Sparging of  samples is done using air which includes oxidation as a means of toxicity
removal. In our experience, typically volatile compounds that are highly water soluble
(such as ammonia)  will not be air-stripped at pH i by this method.  If aeration is one of
the mechanisms that removes the toxicity, then additional tests must be performed to
identify which mechanism is removing the toxicity.  Subsequent tests with nitrogen can
be used to determine if toxicity reduction was due to oxidation.  Also, air or nitrogen
sparging can cause surface active agents to sublate.  As bubbles break at the surface,
sublatable compounds will be deposited on  the sides of the aeration vessel.
Sublatable toxicity identification  requires special sample removal and rinsing. A visible
deposit does not indicate the presence  or absence of such toxicants.

Methods: For the aeration  process, the volume of effluent and dilution water aerated
is kept the same even though all of the dilution water volume is not needed for the
aeration  blank.  The flow rate, bubble size,  geometry of apparatus  and time of aeration
should be consistent among treatments. Taller water columns and smaller bubbles
should ensure better stripping, therefore, the aeration vessel should be half-full or
greater for this process.  Each aliquot (effluent and dilution water) should be
                                     6-27

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moderately aerated for a standard length of time (60 min). Use of gas washing bottles
(Kontes Glass Co., Vineland, NJ) fitted with glass frit diffusers located at the bottom of
the vessel for aeration is suggested because they sparge the sample effectively.
During aeration, the pH of the effluent is not maintained at "pH i."


The volume of effluent aerated should be the same for either a 4-d C. dubia test or a
7-d C. dubia two renewal test (four dilutions, five replicates for each dilution; see
Section 5), although there is excess of solutions for the 4-d test.  Use of 300 ml_ of
effluent (or dilution water)  in a 500 ml gas washing bottle and a flow-rate of
500 mL/min is suggested. Any loss of volume and any formation of precipitates
                                                                                «
should also be recorded.


Interpretation of Results/Subsequent Tests: If the aerated effluent has less toxicity
than the baseline test, and the blank is not toxic, aeration was effective in reducing
toxicity.  If the toxicity of the aerated effluent is  less than  the baseline test, even
though the blank is toxic, the results indicate that aeration is an effective removal
technique.  If the effluent toxicity is not reduced or it is more toxic after aeration than
in the baseline test (and the blank was non-toxic, then either toxicity was concentrated
during the aeration process  or toxicity was added or created during  the aeration
process (see Special Considerations/Cautions below).


Typically, using this aeration techniques, ammonia is not air-stripped from the sample
at pH i. However, if total ammonia is at least 10 mg/L or higher and the pH is above
                                      6-28

-------
8.0, ammonia measurements in the aerated sample may be useful if the aeration
manipulation resulted in a toxicity reduction.


If a substantial reduction in toxicity is observed, then the mechanism for the toxicity
removal must be determined.  To determine if the reduction is due to oxidation,
sparging, or sublation, the air should be replaced by nitrogen. The flow of nitrogen
through the sample must be the same as for air. If nitrogen sparging as well as air
sparging removes or reduces the toxicity, then oxidation as the removal process is
eliminated. If aeration only succeeds in reducing toxicity, then oxidation may be
involved.  It is possible that a toxicant can be removed through sparging and oxidation
                                                                               t
in which case air should reduce toxicity more than  nitrogen.


The presence of sublatable substances can be  determined (whether air or nitrogen is
used) by removing the aerated sample from the aeration vessel by siphoning or
pipetting without contact with the sides of the aeration vessel. The geometry of the
aeration vessel  (i.e., at least a  half-full cylinder) must remain the same as in the initial
aeration experiment but the recovery of sublated compounds can be difficult. Dilution
water added to  the aeration vessel is used as a rinse to remove the  sublate residue
on the walls.  To attempt this recovery,  use of graduated cylinders with ground glass
stoppers has been successful for acute testing  (EPA, 1991 A) because the water can
be shaken vigorously to contact all surface areas to recover the sublatables. If toxicity
is not recovered from the vessel walls, the presence of such compounds cannot be
ruled out. Specific procedures, for the larger volumes needed in the chronic tests,
have not yet been developed.
                                     6-29

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In some instances, sublatable toxicants may not be removed by dilution water, and the



use of solvents (e.g., methanol) may be needed for better recovery.  However, the



solvent will have to be reduced in volume (aired down) in order to have an adequate



concentration factor in the test solution and a sufficiently low concentration of solvent



for the subsequent toxicity tests (see Sections 6.7 and 6.8 for methanol toxicity



information).  Of course, dilution water blanks must also be subjected to all steps to



check for artifactual toxicity.







Special Considerations/Cautions:  Removal of compounds by precipitation can occur



through oxidation.  However, the filtration test should not change toxicity of the effluent
                                                                                t


if oxidation is involved and therefore the results of the aeration test can be compared



to the filtration test.








Use of nitrogen to sparge the sample  is likely to drastically reduce the DO.  For



instance, 1 h of nitrogen sparging has caused the DO to drop below 4 mg/L To



increase the DO before initiating the test after a sample has been sparged with



nitrogen, transfer the sample to a container with a large surface area to water volume



ratio. The DO  should rise to >5 mg/L without additional aeration.







The baseline test serves as the toxicity control and the aeration of the dilution water



(blank) provides information on the system apparatus.  The general test conditions,



quality of the dilution water, and health of the test organisms are tracked  by the



controls in the  baseline test.  No  significant toxicity should occur in the aeration blank.



Toxicity in the  blank implies toxic artifacts from the aeration process, the glassware, or



                                      6-30

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a dilution water problem. If the blank is toxic, check the results of the test of the
filtration blank.  If both blanks are toxic, then most likely there is a problem with the
dilution water but if only the  aeration blank is toxic, artifactual toxicity arose during that
manipulation.
6.5  Filtration Test

General Approach: Filtration of the effluent sample provides information on whether
the toxicity is filterable yet provides relatively little specific information about which
class of toxicant may be causing the toxicity. Reductions in the toxicity caused by
filtering alone may imply toxicity associated with suspended solids or removal of
particle-bound toxicants. Whether compounds in the effluent are  in  solution or sorbed
to particles is dependent on particle surface charge, surface area, compound polarity
and charge, solubility, and the matrix of the  effluent. If particles are removed, other
compounds may be bound to them and are  not available to cause toxicity. The way
the toxicant is bound to the particulates is probably more important when using filter
feeders as the toxicity test organism. This is primarily a route of exposure for filter
feeders as compared to the fathead minnow. Toxicity can  also be reduced by filtering
if toxicant(s) is not particle-associated; we have observed that some chemicals  in a
dilution water stock are removed by filtering (e.g., DDT).

The filtration step  also serves an important purpose for another Phase I manipulation,
the solid phase extraction (SPE) (Section 6.6), where aliquots of  the effluent must  be

                                       6-31

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filtered before application to the SPE sorbent.  If many particles are present in the



sample, the sorbent will become plugged or may act as a filter itself.







Methods: The use of a positive pressure filtration system is superior to the use of a



vacuum filter because volatile compounds may be removed by vacuum filtering  and



hence confuse the effect of filtering (see Interpretation of Results/Subsequent Tests).







As in the acute Phase I, prepare the filters (typically 1 urn  glass fiber filters without



organic binder) by passing an appropriate volume (approximately one-fourth of effluent



volume to be filtered) of high purity water over the filter(s)  in the filter housing.  This
                                                                                 \


water is discarded and an aliquot of the dilution water is filtered (at least 400 ml;



dependent on the species used) and a portion of the dilution water is collected  for



testing and a portion  reserved for the solid phase extraction test blank (Section 6.6).



For example, the last 300 mL of the filtrate is  collected.







Next the effluent sample is filtered using the same filter, and a portion of the filtrate is



collected for toxicity testing and a portion set aside that will be concentrated on the C18



column. When filtering the effluent, filter enough sample for this test and enough



sample (>1 L) to use for the SPE step described below.  For some effluents, one filter



will not suffice.  A technique we use is to prepare several filters at once by stacking



 5-8 filters together followed by rinses of high  purity water and dilution water. Then the



 filters are separated, and set aside, using one at a time for the effluent sample.  If the



 samples measure quite high in total suspended solids, pre-filtering using  a larger pore



 size filter may help.  Again,  appropriate blanks must be obtained for any  pre-filtering.



                                       6-32

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Low levels of metals on the glassware or the filters could cause interferences in



toxicity interpretation. Rinsing the filters and glassware with high purity water adjusted



to pH 3 may provide consistently clean blanks and possibly less contamination in



effluent samples. If the sample cannot be effectively/easily filtered due to many fine



particles, centrifuging may be better (again blanks will needed to be prepared).







The filter housing should be thoroughly cleaned between effluent samples to prevent



any particle build-up or toxicity carryover.  We have found the use of large filter



apparatus (1 L), removable glass frits, or plastic filtering apparatus (Millipore®) to be



useful.  The glassware cleaning  procedure that is described in the acute Phase I TIE
                                                                                t


manual should be sufficient for chronic TIE work (EPA, 1991 A). The glass frits may



require more rigorous cleaning to remove  residuals that may remain after filtering,



since the glass frit may  itself act as a filter.







Interpretation of Results/Subsequent Tests:  If toxicity in the whole effluent is reduced



by filtration, a  method for separating the toxicants from other constituents in the



effluent has been achieved. This should advance the characterization considerably



because any subsequent analysis will be less confused by non-toxic constituents.  If



appropriate, one should determine if toxicity loss was due to volatilization.



Comparisons of pressure filtering and vacuum filtering should indicate if volatilization is



involved.  For further characterization, the mechanism of removal should  be



determined  (precipitation, sorption, changes in equilibrium or volatilization).
                                      6-33

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Identification efforts should be focused on the residue on the filter after testing
indicates the toxicant(s) is not volatile. To recover the toxicity from the filter(s), use of
acidic and basic water as well as various organic solvents can be tried.  The recovery
achieved by these various methods provides information about pKa and  water solubility
of the toxicants. Filtration has reduced the quantity of total cationic metals present in
some effluents.  The recovery of the metal and acute toxicity was successful when
dilution water adjusted to pH 3 was used to  extract the filter (EPA, 1991 A).  Filter
extraction into smaller volumes than that of the effluent sample filtered will give a
higher concentration of toxicant,  perhaps allowing the use of acute test endpoints.
However, evidence then must be gathered to be sure the toxicants causing  acute
                                                                                 «
toxicity are the same as those causing chronic toxicity.  Use of solvents will require
solvent reduction or solvent removal (exchange) before testing.  Sonication of filters is
another approach but the manipulation must be accompanied by proper blanks.


If the toxicity cannot be recovered from the filter, was not volatile (see Section 6.4
Aeration Tesf) and  no other manipulations changed toxicity, use of Tier  2  is a good
subsequent step. Toxicity could have been  removed by the glass frit, and use  of a
plastic filter apparatus or stainless steel frits may assist in identifying the toxicant(s)
removed is on the frit or filter. Filter-removable toxicity in Tier 2 is more difficult to
identify (because of the radical pH adjustments) because of irreversible reactions and
potential for artifactual toxicity (see Section  6.12 below).


Special Considerations/Cautions:  The filtered dilution water and filtered effluent
sample also serve  as the toxicity blank and toxicity control respectively  for the  post C18
                                      6-34

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SPE column test (see Section 6.6). The effluent filtration results should be compared
with the filtration blanks and no change  in trend of young production, survival or
growth should occur in the blanks in comparison to the controls in the baseline test If
the blanks are acceptable, then the results of the filtration test and the baseline test
should be compared.

As a toxicity blank for the SPE tests, if the filtration blank is either slightly or
completely toxic, but the post C1B SPE column effluent is not toxic (and effluent toxicity
was unchanged after filtration), the blank toxicity can be ignored since the effluent
toxicity was removed. However, as work proceeds to identification, the blank toxicity
                                                                              i
will have to be eliminated or else it could introduce an artifact and lead to a
misidentification of the cause of toxicity.
6.6 Post C18 Solid Phase Extraction Column Test
General Approach:  The C18 SPE column is used to determine the extent of the
effluent's toxicity that is due to compounds that are removed or sorbed onto the
column at pH i (cf.,  Post C18SPE column and pH Adjustment Test, Section 6.13
below). By passing effluent through a SPE column, non-polar organics, some metals,
and some surfactants are removed from the sample. In addition, these columns may
also behave as a filter.
                                     6-35

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Compounds in effluent samples interact with the C18 and depending upon the polarity
and solubility of the compounds, the sorbent may extract the chemicals from the water
solution/effluent onto the column. Extraction occurs when the compounds have a
higher affinity for sorbent than for the aqueous phase. Non-polar organic chemicals
are extracted because the C18 sorbent is very non-polar in comparison to the polar
water phase; this extraction process is referred to reverse phase chromatography.

The effluent that passes over the column is collected and the post-column effluent is
toxicity tested in order to determine if the column removed toxicity.  If the toxicity of
the sample is decreased, removal by the column is probable but if it is not, artifactual
toxicity may be obscuring the removal.  Steps to deal with this are given below in
Interpretation of Results/Subsequent Tests.  If the post-column sample is highly toxic,
the capacity of the column to extract the toxicants may be exceeded.

Because toxicity may be retained by the C1B, efforts to recover the toxicity are
necessary.  After a sample  is passed  over the C18 column, many of the compounds
extracted by the sorbent at  a neutral pH should be soluble in less polar solvents than
water (i.e., hexane, methylene  chloride, methanol, chloroform). However, most of the
non-polar solvents are highly toxic to aquatic organisms.  Sorbed non-polar organics
are eluted from the column because they have higher affinity for the non-polar solvent
than the C18 sorbent.  The methanol eluate test (Section 6.7) is designed to determine
if toxicants are non-polar.
                                      6-36

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Methods: The toxicity of the effluent, the type of test to be conducted, and the
frequency of the solution renewal affect how much effluent must be filtered and
passed over the C18 SPE column.  First, the concentrations and the volume of the
eluate needed for the Methanol Eluate Test (Section 6.7) to test at 4x the whole
effluent concentrations should be determined (with the methanol test level below the
chronic threshold level for the species used).  However, limiting factors of the
maximum volume to apply to a column, the minimum  elution volume required, and the
concentration that can be obtained within these confines  must be calculated.  For
example, 1000 mL of 100% effluent over a 6 mL (1 gm) column, eluted with 3 mL of
methanol results in a theoretical  333x concentrate.  The 1000 ml is the limit of
                                                                              t
sample volume over a 6 mL (gm) column and the 3 mL methanol elution is slightly
more than the minimum  elution volume (2.4 mL of solvent)  required.  However to test
C. dubia at 4x, and have the methanol concentration  at a safe chronic level, the 3 mL
must be further concentrated to  1.5 mL (now 666x whole effluent concentration).
Then 0.30 mL can  be added  to 50 mL and the resultant effluent concentration is 4x
and the methanol concentration  is 0.6%.  The 1.5 mL (from 1 L) will allow testing of
4x, 2x, 1 x with two solution renewals. Daily renewals for a 7-d C. dubia test require  a
total  of 3.7 mL (which means 4 L of effluent must be  fractionated). For the 7-d
fathead minnow test, a total of 7.4 mL of a 666x methanol fraction is needed for seven
renewals, which requires fractionation of 5 L of effluent.  The methods below assume
one effluent volume (usually the 100%) is  concentrated and collected for all the
sample renewals.  The procedure described below is an overview of  the steps  needed
to prepare the column, collect methanol blanks, recondition the column, collect post-
column effluent, and collect methanol eluate (steps needed for this test and the next
                                     6-37

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test-Section 6.7). All steps are detailed in the acute Phase I manual (EPA, 1991 A),

and the major difference for the chronic Phase I  is that fewer post-column samples

(one or two versus three) are collected.



The general technique for conditioning and using the SPE prepackaged columns is as

follows.  Using a pump system with a reservoir for the effluent sample and teflon

tubing, first 12-120 ml4 of HPLC grade methanol is pumped (at 5 mUmin for a 6 ml

column4) over the column to condition the sorbent.  This methanol is discarded.

Without letting the column go to dryness, 12-120 mL of high purity water is passed

over the column and discarded.  Before the methanol blank is collected, the column is
                                                                                  i
allowed to go to dryness. For 1 L of  sample and a 6 mL column, 2-1.5 mL aliquots of

100% methanol are  collected, combined, and tested as the blank.  This methanol will

be concentrated prior to testing however (see Section 6.7). The containers to collect

the methanol should be acid leached, hexane and  acetone rinsed, and allowed to dry

before use.
    4  We most frequently use 6 mL columns containing 1 gm of C18 packing (J.T. Baker, Phillipsburg,
      NJ) for 1 L of sample and elute with two 1.5 ml fractions of methanol. Larger columns for
      larger sample volumes are now available.  Sample volumes of 5 L can be concentrated on 20
      mL (5 gm) columns, and 10 L^can be concentrated on 60 mL (10 gm) columns (available from
      Analytichem Mega Bond But™, Minneapolis, MN). Elution volumes for each of the larger
      volumes are proportional to the volumes for the 1 gm column, but minimum elution volumes for
      effective elution are 2.4 mL (1 gm), 12 mL (5 gm), and 24 mL (10 gm). The amount of
      solvent/water used for preparing the column is determined by the volume of column.  Usually
      two column volumes are used (i.e., for 20 mL columns, use 40 mL).  The pumping rate is
      based on 5 mL/min tor the 6 mL column and higher flow rates for larger columns is set
      dependent on the surface area.  While we have limited experience with the faster pumping rate
      and larger columns, for the 20 mL column, 12 mL/min should be  sufficient.

                                       6-38

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After the methanol blank is collected, the column must be reconditioned with


12-120 ml of methanol (which is discarded).  Without allowing the column to go to


dryness, follow the methanol with an aliquot of high purity water, immediately followed


by an aliquot of filtered dilution water, which should be collected post-column. This


post-column dilution water sample will serve as the dilution water blank for the post


C18SPE column test.






Immediately following the dilution water the effluent sample is passed over the same


column and the post-column effluent is collected for testing.  If small quantities  (<500


ml_) of post-column effluent are needed for toxicity testing, two separate post-column
                                                                               %

effluent  samples may help determine if toxicity breakthrough  occurred, and


concentration factors will be different for the lower volumes.






Interpretation of Results/Subsequent Tests: The extraction efficiency of the column is


evaluated by comparing the toxicity of the post  C18SPE column effluent to the filtration


test data. This post C18 SPE column test is most useful when there is no post-column


toxicity.






When toxicity in the post-column effluent is reduced or removed, then the next  step is


to compare the results with the methanol eluate test If toxicity was  recovered  in the


methanol eluate (see Section 6.7 below), then efforts to identify the toxicants (Phase


II) should be initiated immediately.
                                     6-39

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If the post-column effluent toxicity was removed or reduced, but toxicity was not


recovered in the methanol eluate (see below), it is possible that the column may still


contain the toxicant and that alternate elution schemes must be tried to recover the


toxicant.  The toxicity removed by the C18 SPE column is not necessarily due to non-


polar compounds.  Metals can be removed from some effluents via the C18SPE


sorbent.  However, metals are not efficiently eluted in methanol or other organic


solvents.  Acid adjusted (pH 3) dilution water may be needed to elute toxicant(s) from


the column. If this is done,  the pumping rate of the pH-adjusted water should be


slowed (perhaps by one-fourth of original pumping rate) to allow adequate contact


time to elute the compound  from the sorbent. In addition, compounds such as
                                                                              i

polymers or surfactants may be  sorbed onto the column and some will elute with


methanol while others do not.  The column can act as a filter itself and the various


solvents used do not elute the toxicant.  Finally the possibility exists that the toxicant


has decomposed or degraded during the manipulation, and  toxicant(s) was not


concentratable.





As mentioned  above, when  no toxicity occurs in the post-column effluent (or the


toxicity is  reduced), and yet the  methanol eluate test did not exhibit toxicity, metals


may be involved in the toxicity.  The post C13SPE column test should be combined


with the EDTA addition test and the  sodium thiosulfate addition test to characterize the


presence  of cationic metals.





Artifactual toxicity in the test containers may appear as a biological growth in the


100% post-column effluent  and  the effluent dilutions during the test. Effluents from


                                     6-40

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biological treatment plants may develop this characteristic more readily than physical-
chemical effluents. This growth can negate actual toxicant removal by the column.
While this growth does not occur in all effluents, when it does occur with one post-
column effluent sample, the growth often occurs in each subsequent post-column
effluent sample.  The growth appears as a filamentous growth and gives a milky
appearance in the test vessel.  This growth has been linked to methanol stimulation of
bacterial growth. Methanol is present in the post-column samples because methanol
is constantly released from the sorbent during the sample extraction.  Additional
filtering of the post-column effluent sample through a 0.2 jim filter before testing to
remove bacteria and eliminate the growth, has not been particularly successful.
                                                                              *

When post-column artifactual growth is not readily eliminated, then a different solvent
(acetonitrile) to prepare the column (but not for eluting) may be useful in reducing the
post-column artifactual bacterial growth.  Acetonitrile causes narcotic effects in toxicity
tests, and is recommended only to condition the columns to avoid toxic
concentrations. This technique has been successful on  a limited number of effluents.

Special Considerations/Cautions:  Careful observations and judgement must be
exercised  in detecting problems in the post C18SPE column test. Low DO levels can
occur in these samples.  Through testing experience, the investigator will know
whether toxicity appears as artifactual  (i.e., growth, low DO) as opposed to the
presence of the sample toxicity.  If artifactual toxicity is not recognized, then a
conclusion that the C1B SPE column did not remove toxicity can erroneously be made.
For this reason if the post-column effluent is toxic, the methanol eluate  must be tested
                                     6-41

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(Section 6.7). This avoids the artifactual toxicity issue and the error can be avoided


by determining the toxicity of the eluate.





General test conditions will be tracked (dilution water, health of test animals) by the


controls in the baseline test.  The post-column dilution water blanks should be


compared to those controls to determine if the column imparted toxicity. If the post-


column dilution water blank was toxic, but no toxicity or artifactual toxicity occurred in


the post-column effluent sample the toxic blank can be ignored.




Results of the post-column effluent test(s) must be compared to the results of the
                                                                              t

filtration tesfto determine if the manipulations effectively reduced toxicity.  When the


post C18 SPE column test is plagued by  artifactual toxicity, the importance  of the


methanol eluate test increases. The results of the post-column test must also be


compared to the baseline test to determine if toxicity was removed by the  C18 column.
6.7 Methanol Eluate Test:




General Approach:  In order to elute toxicants from the C18 SPE sorbent, a relatively


non-polar solvent is used.  Hexane, one of the most non-polar solvents, can be used


to remove highly non-polar compounds from the C18 SPE column.  Yet hexane is one


of the most toxic solvents to aquatic organisms and has a low miscibility with water.


Methanol is more polar than hexane, but is much less toxic and will elute many


compounds.  The use of methanol has been  adopted as the eluant for the acute TIE



                                     6-42

-------
(EPA, 1991 A; EPA, 1989A) and the chronic TIE because of its low toxicity (Table 6-7)

and its usually adequate ability to elute chemicals from the C18 SPE column.



Methods:  The conditioning and elution steps are described in the post C18SPE

column test above (see Section 6.6).  For this test, we assume that the column

extraction efficiency and elution efficiency are 100%.




If a 6 ml_ SPE column was used with 1 L of 100% effluent, and a 3 mL methanol

eluate was collected, the methanol  eluate is a 333x concentrate of the original

effluent.  Depending on the amount of effluent toxicity, this eluate may have to be
                                                                               i
concentrated further in order to test at a  sufficient concentration (i.e., 4x) and keep

methanol concentrations sublethal.  In Table 6-7 the toxicity data for methanol toxicity

to C. dubia and fathead  minnows are given.  The toxicity of methanol is slightly

greater for C. dubia when the test solutions were renewed daily but not significantly for

this characterization stage of the TIE.  From these data one can decide how much

methanol can be added  and how concentrated the eluant must be to achieve 4x whole

effluent concentration. If the effluent is rather toxic, one need  not achieve a  4x

concentration.   Some methanol toxicity can be present, as long as sufficient toxicity

from the effluent is present to be measurable.




Interpretation of Results/Subsequent Tests:  If toxicity occurs in the methanol eluate

test at any concentration tested,  Phase II should be initiated. This step would include

the use of a gradient of  methanol/water eluant solutions to elute additional columns

and conduct the toxicity  tests on each fraction  (Phase II; EPA  1989A).

                                      6-43

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Table 6-7.  Chronic toxicity of methanol (%) to C. dubia and P. promotes using
           the 7-d tests.
Species
Ceriodaphnia dubia



Pimephales promelas
Water
Type
SRW
SRW2
SRW2
SRW2
SRW
Test
Renewal
daily
twice
twice
twice
daily
IC50
95% C.I.
1.2
1.1-1.2
1.4
1.2
0.69-1.7
1.3
2.1
2.0-2.2
IC25
95% C.I.
0.451
0.35-1.0
0.451
0.36-0.70
0.59
0.29-0.95
0.83
0.34-1.0
1.34
0.27-1.5
NOEC LOEC
<0.5
<0.5
0.75 1.5
0.75 1.5
1.3 2.5
1     Value is extrapolated.
2     Tests all conducted independently.

Note: SRW = soft water
                                    6-44

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Toxicants other than non-polar compounds may be retained by the SPE column but


they are less likely to be eluted sharply or at all (see Section 6.6).  Non-polar toxicity


can in some instances be distinguished from post-column artifactual toxicity if the


eluate is checked for toxicity. Some toxicants may not elute from the SPE column


with  methanol, but if toxicity is not recovered in the eluate, it does not exclude the


possibility of a non-polar toxicant or metal. Dilution water adjusted to pH 3 or pH 9


may be useful in eluting a toxicant(s) from the column.  Some experimentation will be


needed to determine the volumes of water to pump over the column. The pumping


rate should be slowed considerably to allow sufficient contact time on the column (see


details in Section  6.6).
                                                                               i




Compounds that are sparingly soluble in water may not be eluted from  the column


with  methanol.  If this occurs, less polar solvents will have be tried, but this technique


will require solvent exchanges to avoid toxic solvent concentrations. At this time, we


have not used solvent exchanges for chronic toxicity tests.





Special  Considerations/Cautions:  The baseline test serves as the toxicity control, and


the methanol blank serves as a comparison of the effects of methanol alone in water.


The health of the  test animals, the viability of the dilution water and general test


conditions are evaluated by the baseline controls.  If effluent methanol eluate is non-


toxic at  4x but the methanol blank is, the  blank toxicity can be ignored since no non-


polar toxicity is recovered.
                                     6-45

-------
The artifactual growth observed in the post-C18 SPE column test from the methanol



has not occurred in our methanol eluate tests. This is most likely due to the



differences in how the methanol degrades/behaves in dilution waters which are low in



methanol-oxidizing bacteria and other organic matter in contrast to effluent samples



(even post-column effluents).







6.8 Graduated pH Test







General Approach: This test will determine whether effluent toxicity can be attributed



to compounds whose toxicity is pH dependent.  The pH dependent compounds of
                                                                               i


concern are those with a pKa that allows sufficient differences in dissociation to occur



in a physiologically tolerable pH range (pH 6-9).  The toxicity depends on  the form that



is toxic (ionized versus un-ionized). Metal toxicity can be affected by pH differences



through changes in solubility and speciation.  pH dependent toxicity is likely to be



affected by temperature, DO and CO2 concentrations,  and total dissolved  solids (TDS).



The graduated pH test is most effective in differentiating substantial toxicity related to



ammonia from other causes of toxicity.







Ammonia is an example of a chemical that exhibits different ionization states and



subsequently pH dependent toxicity. Ammonia is also frequently present  in effluents



at concentrations of 5 mg/L to 40 mg/L (or higher). See Phase II  (EPA, 1989A) of the



acute TIE procedures for additional discussion of ammonia toxicity.  Measuring the



total ammonia in the sample upon its arrival will be helpful to assess the potential for



ammonia toxicity. pH has a great effect on ammonia  toxicity.  For many effluents



                                     6-46

-------
(especially with municipal effluents) the pH of a sample rises upon contact with air,



typically the pH of effluents at air equilibrium ranges from 8.0 to 8.5.  Literature data



on ammonia toxicity (EPA, 1985D) can be used only as a general guide because the



pH values for most ammonia toxicity tests as reported in the literature are usually not



measured or reported fully enough to be useful in TIE tests. The acute Phase I



manual has a lengthy description on the toxicity behavior of ammonia (EPA, 1991 A).







One might expect ammonia to be removed during the aeration and pH adjustment test



at basic pH (described in Section 6.11). Based on our experience, however, ammonia



is not substantially removed by the methods used to aerate the sample described in
                                                                              i


this manual. (If a larger surface to volume ratio is used, this manipulation can reduce



ammonia levels; see Interpretation of Results/Subsequent Tests below.) Other



techniques which can be used to remove ammonia may also displace metals or other



toxicants with completely different physical and chemical characteristics. For example,



ion exchange resins (e.g., zeolite) remove ammonia, cationic metals, and possibly



organic compounds  through adsorption.







Toxicity related to metals may also be detected by the graduated pH test, although



these effects are less well documented in effluents (and for chronic toxicity) than those



associated with ammonia toxicity. The toxicity may change for both pH increases and



decreases from neutral  pH (pH 7). Such behavior is characteristic of aluminum and



cadmium.  Acute toxicity test experiments with C. dubia in clean dilution waters,



indicate lead and copper were more acutely toxic at pH 6.5 than at pH 8.0 or 8.5 (in
                                     6-47

-------
very hard reconstituted water), while nickel and zinc were more toxic at pH 8.5 than at


6.5 (EPA, 1991 A).






By conducting tests at different pHs, the effluent toxicity may be enhanced, reduced or


eliminated. For example (at 25°C) where ammonia is the primary toxicant, when the


pH is 6.5, 0.180% of the total ammonia in solution is present in the toxic form (NH3).


At pH 7.5, 1.77% of the total ammonia is present as NH3 and at pH 8.5, 15.2% is


present as NH3.  This difference in the percentages of un-ionized ammonia is enough


to make the same amount of total ammonia about three times more toxic at pH 8.5 as


at pH 6.5. Whether or not toxicity will be eliminated at pH 6.5 and the extent to which
                                                                              t

toxicity will increase at pH  8.5 will depend on the total  ammonia concentration. If the


graduated pH test is done  at two pH's using the same dilutions, one should see


toxicity differences  between pH 6.5  and 8.5.  The effluent effect level (expressed as



percent effluent)  should be lower at pH 8.5 than pH  6.5 if ammonia is the dominant


toxicant.






The most desirable  pH values to choose to test for the graduated pH test will depend


upon the characteristics of the effluent being tested. The graduation scheme that


includes the air equilibrium (the pH  the effluent naturally drifts to) will allow a



comparison of treatments to unaltered effluent (i.e., baseline test).  For example, if the



air equilibrium pH of the effluent is pH 8.0, it may be more appropriate to use pH's 6.5



and 8.0. The pH's of many municipal effluents rise to 8.2 to 8.5 (or higher), so pH's



such as 6.5 and  8.5 may be more appropriate. In any case, it will be necessary to
                                     6 - 48

-------
conduct the test at more than one effluent concentration (e.g., 100%, 50%, 25%) to



determine what role, if any, the pH dependent compounds play in toxicity.






The challenge of the graduated pH test is to maintain a constant pH in the test



solution. This is  a necessity if the ratio of ionized to the un-ionized form of a pH



sensitive toxicant is to remain constant and the test results are to be valid. However,



in conducting either acute or chronic toxicity tests on effluents, it is not unusual to see



the pH of the test solutions change  1 to 2 pH units over a 24-h period.






Methods: To lower the pH of the samples,  either CCyair mixtures or HCI additions (or
                                                                              \


the combination of both) are used.  The pH should be maintained throughout the 4-d



or 7-d test with little variation (± 0.2 pH units).







When C02/air (without any acid addition)  is used to control the pH, the pH of the



effluent samples  is adjusted by varying the  CCVair content of the gas phase over the



water or effluent  samples.  By using closed headspace test chambers, the CO2



content of the gas phase can be controlled.  The amount of CCVair needed to adjust



the pH of the solution is dependent upon  sample volume, the test container volume,



the desired pH, the temperature, and the  effluent characteristics (e.g., dissolved



solids).  The exact amount of COj/air to inject for a desired pH must be determined



through experimentation (on day 1) with each effluent sample before the graduated pH



test begins.  Therefore, the test may have to be set up later than the other Phase I



tests (e.g., day 3) unless experimentation was initiated on day 1. The amount of CO2



added to the chamber assumes that the  liquid volume to gas volume ratio remains the



                                    6-49

-------
same.  Generally, as the alkalinity increases, the concentration of CO2 that is needed
to maintain the pH also increases. For adjusting pH's downward from pH 8.5 to 6,
0-5% C02 has been used.  If more than 5% CO2 is needed, adjust the solutions with
acids (HCI) and then flush the headspace with no more than 5% COj/air.  With
appropriate volumes of effluent, experiments with variable amounts of COg/air and
equilibrated for about 2 h,  are used to select the needed CO2 concentration.  More
than 5% CO2 is not recommended as CO2 toxicity is likely to be observed. When
dilutions of an effluent have the same hardness (or alkalinity) and initial pH as the
effluent, the same amount of CO2 is usually needed for each dilution, but sometimes
different amount are needed in the higher effluent concentrations.  Use of a dilution
                                                                            t
water of similar hardness (or alkalinity) as the effluent makes the CO2 volume
adjustments  easier. When tests are conducted in these CO2 controlled environments,
dilution water controls for each pH should be included.


Acid is used first to adjust pH's when the amount of COa/air needed to  adjust to the
desired pH is greater than 5% CCyair.  Again experimentation is needed to determine
how much CO2/air is needed.  Techniques  for acid adjustment are described in
Section 6.10 below and also in the acute Phase I manual (EPA, 1991 A).


For adding a mixture of CO^air to the headspace of the test compartments, a 1 L gas
syringe (Hamilton Model S-1000, Reno,  NV) is used.  In most instances, the amount
of CO2 produced by the invertebrates has not caused further pH shifts, but with larval
fathead minnows, the pH  may drop from the additional amount of CO2 respired by the
fish  the bacterial metabolic CO2 released.
                                     6-50

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For the pH controlled tests, the pH should be measured at least for each 24 h period
when readings of survival and/or young production are made.  If samples are not
renewed daily (as may be the case for the C. dubia tests), then the headspace should
be re-flushed with CCyair after the animals are fed.  Again, some experimentation
may  be needed to determine the amount of COj/air needed for this step. In all
graduated pH tests, the pH should be measured in all the chambers.  If the pH drifts
as much as 0.2 pH units, the results may not be usable and better pH control must be
achieved.  However, if pH fluctuates more than 0.2 pH units and toxicity is gone at
one pH and not another, the toxicity results may be useful (see Interpretation of
Results/Subsequent Tests below).

Measurements of pH must be made rapidly to minimize the CO2 exchange between
the sample and the atmosphere. Avoid vigorous stirring of unsealed samples because
at lower pH values, the CO2 loss during the measurement can cause a  substantial pH
rise.  In addition,  measure the DO because toxicants such as ammonia have different
toxicities when DO is decreased (EPA, 1985D). Keep in mind that if the test animals
have been dead  for awhile, the  pH and/or DO of the test water most likely will have
changed.

Methods that  use continuous flow of a COj/air mixture, such as tissue cell incubators,
may be preferable and give better pH control. At this time we have not attempted to
use  a continuous flow  of CO2 and cannot recommend  a system to use.
                                    6-51

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Maintaining pH above the air equilibrium pH (generally above pH 8.3) is difficult to



achieve because the concentration of CO2 must be very low, and microbial respiration



can increase the C02 levels in the test chamber. Frequently we use a dilution water



that has a higher pH (i.e., very hard reconstituted water) to prevent pH drift downward.







Interpretation of Results/Subsequent Tests:  For the graduated pH test, the pHs



selected must be within the physiological tolerance range for the test species used



(which generally is a pH range of 6 to 9).  In this pH range, the amount of acid or



base added is negligible, and therefore the likelihood of toxicity due to increased



salinity levels is low.
                                                                              %






When ammonia is the dominant toxicant, the toxicity at pH 6.5 should be less than in



the pH 8 test.  However, ammonia is not the only possible cause of toxicity.  Using the



pH of the baseline test, the relative toxicity of each pH  adjusted solution can  be



predicted if ammonia is the sole cause of toxicity (EPA, 1989A).







However, if ammonia is only one of several toxicants in an effluent, this procedure will



be hard to interpret.  For this reason, if total ammonia concentrations in the 100%



effluent are greater than 20 mg/L, include a pH 6 (rather than 6.5) effluent treatment



interfaced with other Phase I tests.  Complicating effects of metals can be reduced by



adding EDTA to the test solutions.  However, the ability of EDTA to detoxify  metals



may also change with pH.
                                     6-52

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Other metals may exhibit some degree of pH dependence, but these are not as well
defined.  Whether the metal toxicity can be discerned will depend in large part on the
concentration of other toxicants in the sample.  In order to detect metal toxicity, one
must be cautious when selecting a dilution water if the  test solutions are low effluent
concentrations. Artifactual toxicity due to metals may be created if the hardness of the
dilution water is much different from that of the effluent (see Section 3). This effect
may be magnified for metals when coupled with the pH change. A dilution water
similar in hardness to that of the effluent must be used for this test to reveal metal-
caused toxicity. If more than one pH dependent toxicant is present, the pH effects
may either cancel or enhance one another.

In the acute TIEs, we have suggested the use of hydrogen ion  buffers to maintain the
pH of effluent test solutions and to compare these test results to those from CO2
adjusted samples. Three hydrogen ion buffers were used by Neilson et al. (1990) to
control pH in toxicity tests in concentrations ranging from 2.5 to 4.0 mM.  These
buffers were chosen based on the work done by Ferguson et al. (1980).  These
buffers are: 2-(N-morpholino) ethane-sulfonic acid (Mes) (pK"8 = 6.15),
3-(N-morpholino)  propane-sulfonic acid (Mops) (pK. = 7.15), and piperazine-N,N'-bis
(2-hydroxypropane) sulfonic acid (Popso) (pK, = 7.8).

The acute toxicity of these  buffers is low to both C. dubia and fathead minnows
 (Phase I) (48-h and 96-h LC50s for all buffers are <25 mM for  both species).
 Sublethal levels of the buffer are added to hold the pH of test solutions for the acute
 Phase I tests (see EPA, 1991 A). Chronic toxicity results  using these three buffers
                                      6 -53

-------
indicated that 16 mM did not cause reduced survival or growth for the fathead minnow


7-d test. For C. dubia, 2 mM has not caused reduced survival or reproduction in


either the 4-d or 7-d tests.  Use of the buffers is preliminary and the effects due to


interferences from  the buffers themselves have not been studied.  It is possible that


the buffers may reduce the toxicity of some toxicants.






The buffers must be weighed and then added to aliquots of the effluent dilutions and


control water as batches.  Then adjust to desired pH with acid and base to the



selected values and add the test organisms. Solutions should be left for several hours


to equilibrate, especially for the Popso buffer which has low solubility in water (in
                                                                                t

contrast to other buffers).  Our experience with the buffers is limited, but we have


found the amount of any buffer needed to hold a pH is effluent specific. Once the pH


is adjusted to the desired pH, the test solutions need not be covered tightly to



maintain pH; however pH should be measured at each survival reading at all dilutions.


The test  results with the buffers should mimic those of the earlier graduated pH test if


ammonia is the suspect toxicant.






Special Considerations/Cautions:  The controls in the CO2 controlled chambers for


each pH and the baseline test act as checks on the general health of the test



organisms, the  dilution water and most test  conditions.  If the  effluent pH in the



baseline test is close to that of the pH adjusted test solutions, the toxicity expressed in



the two tests should be similar. Significantly greater toxicity may suggest interference



from other factors such as the ionic strength related toxicity (if the pH was adjusted



with HCl) or C02 toxicity.  Dilution water tested at the various pH's does not serve as


                                      6-54

-------
blanks, as the effluent matrix may differ from that of the dilution water.  However, if
acids and bases are added (with or without CO2 additions) then toxicity blanks with the
same amounts of acid/base added need to be tested to determine the cleanliness and
effects of the acids and bases.  Other compounds with toxicities that increase directly
with pH may lead to confounding results or may give results similar to ammonia.
Monitoring the conductivity of the effluent solutions after the addition of the acids and
bases may also be helpful in determining artifactual toxicity.
6.9 Tier 2 Characterization Tests
                                                                               i

Two tiers are used in the chronic TIE approach primarily because in our experience,
radical pH adjustment often is not needed.  Only when the manipulations in Tier 1 do
not indicate clear patterns is Tier 2 conducted. Tier 1 manipulations do not involve the
use of drastic pH manipulations to characterize the toxicity of the sample.  The pH
adjustments are used to affect toxicity when the Tier 1 tests are not adequate or to
assist in providing more information on the nature  of the toxicants (Figure 6-3).
Changes in pH can  affect the solubility, polarity, volatility, stability, and speciation  of a
compound. These can change the bioavailability of the compounds, and also their
toxicity. The Phase I acute manual (EPA, 1991 A;  EPA, 1988A) discusses the effect of
pH on groups of compounds at length, therefore only  an abbreviated discussion of pH
effects will be covered in this document.
                                      6-55

-------
     Figure 6-3. Tier 2 sample preparation and testing overview.
Ol
o>
                                                                                     Toxicity
                                                                                      Test
                                                                                   Post-Column
                                                                                     Sample
                                                            Methanol
                                                             Elution

-------
Un-ionized forms of chemicals are generally less polar than the ionized form, and the
ionized forms interact with water molecules to a greater extent.  Compounds may be
more toxic in the un-ionized form, as was discussed above in Section 6.8 Graduated
pH Test.  Un-ionized forms may be easily stripped from water using aeration, or
extracted with SPE techniques and subsequent elution with non-polar solvents. Also,
changes in solubility with pH change may cause compounds to be removed by
filtration.  The form of metals can be altered by pH and organic compounds can be
degraded at extreme pH values.

Even if the chemical species are unchanged, changes in the  pH of the solution may
affect the toxicity of a given compound.  The cell membrane permeability and the
chemistry of the toxicant may be affected. Changing  pH and returning it to pH i after
a short time (~1 h) will not always change the toxicity. However, this adjustment may
result in a reduction, loss or increase in the toxicity. Sometimes only the pH
adjustment in combination  with a manipulation (e.g., filtering,  solid phase extraction)
changes toxicity when the same pH unadjusted manipulation test  did not.
6.10  pH Adjustment Test

General Approach:  For this Tier 2 test, the effluent is adjusted to either pH 3 or
pH 10, and left at those pHs until other manipulations (aeration, filtration, and C18SPE
post-column effluent samples) are ready to be readjusted to pH i.  The pH adjustment
alone may not change toxicity, if equilibrium is slow.  Satisfactory blanks in chronic
                                     6-57

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tests with various reconstituted waters adjusted to pH 11 have not been consistently
produced, but acceptable blanks have been obtained at pH 10 (and pH 3). Since
pH 11 was subjectively chosen, we recommend adjustment to pH 10 for chronic TIE'S.
The pH adjustment test serves as a toxicity control for the  pH adjustments combined
with aeration, filtration and the C18 SPE column manipulation. As described in Tier 1
and the acute Phase I manual, pH may drift very differently during the toxicity tests
following these more severe pH manipulations. Therefore, monitoring and control of
test pH  is necessary.

Methods:  An aliquot of effluent is pH adjusted to pH 3 and another aliquot adjusted to
pH 10, along with dilution water samples which will serve as blanks.  Enough sample
is adjusted to provide the necessary volumes for the aeration and pH adjustment test,
the filtration and pH adjustment test, and the post C18SPE column and pH adjustment
test.  Minimal dilution of the effluent should occur, and the use of 0.01 N, 0.1 N,
and/or 1.0 N solutions of acids/bases (Suprapur®, E. Merck, Darmstadt, Germany) to
adjust pH are suggested.  The volumes and strengths  of the acid/base additions
should be  recorded as this information may be useful in determining  if artifactual
toxicity  should be expected.

 Interpretation of Results/Subsequent Tests: A decrease in toxicity compared to the
 baseline test should be pursued to detect the mechanism of toxicity reduction. Often
 precipitation occurs after drastic pH change.  If precipitation does occur,  then the
 filtration and pH adjustment test will likely  remove the  toxicant and efforts should be
 focused on recovery and identification from the filter.  Similarly, if the C18 SPE column
                                      6-58

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or aeration changed toxicity, these manipulations should be pursued.  If toxicity is only



reduced by pH change, (which is not common) not much can be made of the



information, and clustering of several manipulations as well as adding additional



techniques such as ion exchange should be explored.  Dilution from the acid and base



additions should also be checked. Degradation of toxicity is a possibility also, but is



nearly impossible to detect at this stage.







The adjustment of pH (to pH 3 or pH 10 and back to pH i) may cause toxicity



problems. Just the addition of the NaOH or HCI may be the cause of the toxicity and



may also occur in the dilution water  blanks or in effluents. The effect on effluent
                                                                               i


toxicity of the Na+ and CI" additions,  depends on the TDS concentration of the effluent.



The acid/base additions are typically more toxic in dilution water than in effluent,



unless the effluent TDS concentration is high, and the additional concentrations of



acid/base result in toxic TDS concentrations. These effects are of more concern in



chronic TIE'S.  The effect of NaCI additions on TDS can be tracked by measuring



conductivity.  Appreciable increases  in  conductivity should be a warning to evaluate



TDS toxicity caused by acid and base addition.







Increases in toxicity compared  to the baseline test may be a result of either an



increase  in TDS or toxicant changes. TDS as a toxicant  may be eliminated by



calculating the TDS at the ICp  value. Effluents that have  high toxicity, require high



dilution to determine the ICp, and at such great dilution the TDS is subsequently



diluted sufficiently to  remove TDS as a candidate. If this is not the case,  NaCI can be



added to an aliquot of effluent  to see if the acid/base additions could have caused the



                                     6-59

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increased toxicity. Table 6-8 provides chronic toxicity information for NaCI in various
hardness waters for C. dubia and fathead minnows.

Precipitates can  remove toxicity through sorbtion of such chemicals as non-polar
organics.  In this case the precipitate is only the mechanism of removal, not the
toxicant itself.  The C18 SPE column is likely to remove the toxicity in such cases,
however, in Tier 2 a pH change can also desorb toxicants from particles and make
them bioavailable and therefore toxic.

Different pH drift during the baseline toxicity test and those after manipulations has
been discussed before (EPA, 1991 A).  For a valid test, the pH during the test must be
known and maintained the same as in the pH i test.   If the drift of the pH varies
considerably, confusion in interpreting  the results can arise if a compound whose
toxicity is pH depended is present in the sample.  Otherwise incorrect conclusions are
likely to be made and mislead the TIE process.

Special Considerations/Cautions: The addition of acids and bases to the effluent do
not give comparable results when added to the dilution water.  The amount of acid
and base added to each will more than likely be dissimilar.  However, dilution water
toxicity blanks to assess the additions of the acid and base are needed to determine
whether toxic concentrations of ions have been reached and to determine the
cleanliness of the acid and base solutions that are used in the this manipulation and
 subsequent pH manipulation tests. The controls from the  baseline test provide
 information on the health  of the test organisms, dilution water, and laboratory test
                                      6-60

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Table 6-8.   Chronic toxicity of sodium chloride (g/L) to C. dubla and
            P. promelas in various hardness waters using the 7-d tests.
Water
Species Type
Ceriodaphnia dubla SRW
MHRW
HRW
VHRW
Pimephales promelas SRW
SRW
MHRW
HRW
VHRW
IC50
95% C.I.
1.3
1.2-1.5
1.6
1.4-1.7
1.5
1.3-1.6
1.4
1.1-1.6
0.84
0.76-1.1
1.3
1.2-1.5
1.5
1.4-1.6
3.2
2.9-3.3
4.5
3.9-4.9
IC25
95% C.I.
0.93
0.76-0.96
1.3
0.24-1.3
1.2
1.0-1.3
1.0
0.58-1.2
0.67
0.63-0.77
0.93
0.76-0.96
1.2
1.1-1.2
2.3
2.0-2.5
3.2
2.4-3.5
NOEC
0.63
1.0
1.0
1.0
0.50
0.63
1.0
2.0
2.0
LOEC
1.3
2.0
2.0
2.0
1.0
1.3
2.0
4.0
4.0
      Extrapolated value.

      Note: SRW = soft reconstituted water; MHRW = moderately hard reconstituted
            water; HRW = hard reconstituted water; VHRW = very hard reconstituted
            water.
                                    6-61

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conditions.  The pH adjustment test serves as the toxicity control (or perhaps the
"worst case" toxicity control) for the subsequent pH adjustment/characterization tests.
6.11 Aeration and pH Adjustment Test

General Approach: Aeration at pH 3 or pH 10 may make toxicants oxidizable,
spargeable or sublatable, that are not so at pH i. If this does occur, avenues are then
available to characterize and identify similar to the procedures described for aeration
at pH i in Tier 1.  For this test, two effluent aliquots which were adjusted to pH 3 and
pH  10 in the pH adjustment test are each aerated for a period of time, for example,   '
1 h. The aeration process  can concentrate compounds due to loss of volume,  and
caution should be exercised in this aeration process and  lost water may need to be
replaced.

Methods:  The steps for this procedure should be identical to those used in the non-
pH  adjusted sample aeration (Section 6.4). The pH  of the effluent may drift during the
aeration, and it should be checked at 30 min intervals and readjusted to the original
pH  (pH 3 or 10) if it has drifted more than  1 pH unit. The amount of NaCI added from
the acid/base additions may be different in aerated samples than for pH adjustment
test and proper compensation for this difference must be made as described above.

After aeration is completed, adjustments back to pH i should be done on all  samples
at the same time. The formation  of any precipitates should be  noted, but the

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importance of precipitates (if any) will not be known at this point in the
characterization.

Interpretation of Results/Subsequent Tests: If aeration with any pH adjustment
removes or reduces the toxicity, additional  tests must be performed to identify whether
sparging, sublation, or oxidation removed the toxicity, as described in Tier 1  (Section
6.4).  If toxicity  is reduced because of precipitation, the results for this test and the
filtration and pH adjustment test should be similar, but if oxidation is a problem, pH
adjustment and filtration will not affect the toxicity of the effluent.
At pH 10 the total ammonia can be reduced by aeration. The geometry of the
aeration technique described  here is  not particularly conducive to ammonia removal.
However, if aeration at pH (10) reduces toxicity compared to the toxicity in the
aeration  test at pH i and the baseline test, measure the total  ammonia in the sample
to determine if it was stripped from the  effluent.

Special Considerations/Cautions:  The  results of this test should be compared to the
toxicity control (the pH adjustment test) and the baseline test.  The aeration and pH
adjustment blanks should be  compared to  the pH  adjustment blanks.  If the effluent
toxicity is reduced in the effluent following  pH adjustment/aeration, and the blanks are
toxic, the blanks can be ignored and  the results indicate toxicity removal.  However, if
toxicity is the same or greater, artifactual toxicity cannot be ruled out and  further tests
must be done.  Compare the results  of the aeration and pH adjustment blankio the
filtration  and pH adjustment blank and  the pH adjustment blank (Sections 6.10 and
6.12). If all have toxicity, then artifactual toxicity occurred from the pH adjustment,
                                      6-63

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while if only the aeration and pH adjustment blank has toxicity, then the artifactual
toxicity crept in during the aeration manipulation and the test should be repeated.
6.12  Filtration and pH Adjustment Test

General Approach:  Since a pH change can cause toxicants to precipitate or cause
solubilized toxicants to sorb on particles, filtration at altered pH values can be used as
a tool in characterizing the effluent.  Therefore by filtering pH adjusted effluent,
compounds that were in solution without a pH adjustment may no longer be in solution
or any toxicants associated with particles may be removed by the filtration process.
Differences in the toxicity caused by filtering (at pH i) compared to the pH adjustment
test (Section  6.10) may imply toxicity associated with suspended solids.  If pH  affects
the filterability of the toxicants, solubility changes are implied at those pH values.
Once the  toxicants are filtered, the particles may be recoverable from the filter if
toxicity has not degraded.

Methods:  Details of preparing filters are generally the same as described in Tier 1
(Section 6.5), except the high  purity water used to rinse the filters must  be pH
adjusted to the appropriate pH, as should the dilution water for the blank.

Effluent samples adjusted to pH 3 or pH 10 (Section 6.10)  are filtered, readjusted to
pH i, and the filtrate toxicity tested.  Stainless steel filter housings are not to be used
for this step, because stainless steel will frequently bleed metals when a pH 3 solution
                                      6-64

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is filtered is in contact with the stainless steel.  An inert plastic or properly cleaned
glass housing should be used.


Interpretation of Results/Subsequent Tests:  The results of the filtration and pH
adjustment test are compared to the toxiclty confro/s--the baseline test and the pH
adjustment test. If the effluent is more toxic after filtration and contamination is not the
cause, the breaking of an emulsion might be involved.  If the toxicity is removed or
reduced by the filtration step and dilution is not the cause, then toxicants have been
separated from the whole effluent and efforts should focus on identifying the
compounds filtered out. The  next step is to recover the toxicity as described in Tier 1
                                                                                 i
filtration test.  This may be  accomplished using a pH adjusted sample of water,
perhaps of the opposite pH of the filtration process.


Special Considerations/Cautions: The pH adjusted and filtered dilution water serves
as a blank and the pH adjusted and filtered effluent sample serves as a toxicity control
for the solid phase extraction step (Section 6.13).  The results of the filtration and pH
adjustment test should be compared to the effluent pH adjustment test and the
baseline test. The filtration blank should be compared to the and pH adjustment
blank. Toxicity in the blanks implies toxic artifacts from the filtration process, the
glassware, the pH adjustment or a dilution water problem.  If the control performance
is acceptable, the  blank toxicity was most likely created during the pH adjustment or
filtration.  If the aeration and  pH adjustment blank is non-toxic, and if the filtration
blank is toxic, and the filtered effluent sample  is still toxic or more toxic, artifactual
                                      6-65

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toxicity cannot be ruled out.  To check if it occurred during the manipulation, the
experiment must be repeated.
6.13  Post-C18 Solid Phase Extraction (SPE) Column and pH Adjustment Test
      (pH 3 and pH 9)

General Approach: Shifting the ionization equilibria at high and low pHs, may cause
the C18 SPE column to extract different compounds than at pH i. pH adjusted and
filtered effluent is passed over a prepared C18 SPE column to remove non-polar
organic compounds (cf., Post C18SPE Column Test, Section 6.6 above). Organic
acids and bases may be made less polar by shifting their equilibrium to the un-ionized
species.  By adjusting the effluent samples to a low  pH and a high pH, some
compounds that are in the un-ionized form should sorb onto the column.  However,
the C18 packing degrades at high pH, so pH 9 (rather than pH  10 or pH 11) is used in
this manipulation.   Specific manufacturer's data should be checked for acceptable pH
range. We have had no experience in eluting toxicants off the  C18 SPE column that
would be sorbed only at an altered pH, and therefore we  can only  provide general
rules to follow in these cases except those inferred from how ionizable compounds
behave in regard to pH change.

Methods: All of the procedures for this manipulation and the use of the C18 SPE
column are the same as is described in Tier 1 for the SPE extraction at pH i (Section
6.6) with one exception.  All water passed through the column (rinse, blank and
                                     6-66

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effluent) should be acidified or basified depending on which pH is under investigation
(see Section 6.12).  The potential for bacterial growth and artifactual toxicity in the
post-column samples remain the same as for pH i.


Interpretation of Results/Subsequent Tests:  The extraction efficiency of the column is
assessed by comparing the results of the post C18SPE column tests (pH 3 and pH 10)
to the filtration and pH adjustment test, and the pH adjustment test.  Again post-
column test results are the most interpretable when there is no artifactual toxicity and
toxicity was removed.

                                                                               %
When the toxicity is removed, compare the results of the test with the methanol eluate
test below (Section 6.14).  If toxicity  is removed that was  not removed under pH i and
recovered in the methanol eluate, efforts to identify the toxicants should be started.  If
methanol does not recover toxicity, a pH adjusted water should be tried.  For further
discussions of the interpretation of the results, see Section 6.6 above.


Special Considerations/Cautions: Careful  observations and judgement must be
exercised in detecting problems in the post C18SPE column and pH adjustment test.
Low DO levels can occur in these samples (cf., Section 6.6).  Through testing
experience, the investigator will know whether toxicity appears as artifactual (i.e.,
growth, low DO) or as lack of toxicity removal.  If artifactual toxicity is not recognized,
then an erroneous conclusion that the C18 SPE column did not remove toxicity can be
made.
                                     6-67

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General test conditions (dilution water, health of test animals) will be tracked by the
controls in the baseline test.  The post-column dilution water blanks should be
compared to those controls to determine if the column imparted toxicity. If the post-
column dilution water blank was toxic, but no toxicity or artifactual toxicity occurred in
the post-column effluent sample the toxic blank can be ignored.

Results of the post-column effluent test(s) must be compared to the results of the
filtration and pH adjustment testlo determine if the manipulations effectively reduced
toxicity. When the post C18SPE column test date is plagued by artifactual toxicity, the
importance of the methanol eluate test increases.
6.14 Methanol Eluate Test (for pH Adjusted Samples)

General Approach:  This test is essentially the same as the methanol eluate test in
Section 6.7, except that the columns were prepared with pH adjusted waters/effluents
(see Section 6.13).

Methods:  These are identical to those in  Section 6.7, except the pH of the rinse
water,  blank and effluent sample has to be adjusted to pH 3 or pH 9 (lowered from
10).
                                      6-68

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Interpretation of Results/Subsequent Tests: If the toxicity is recovered in the eluate,



identification should be initiated.  Refer to Sections 6.6, 6.7, and 6.13 for more



information.






Special Considerations/Cautions:  The baseline test serves as the toxicity control, and



the methanol blank (for pH adjusted samples) serves as the toxicity control for the



effects of methanol in water. The health of the test animals, the viability of the dilution



water and general  test conditions are evaluated by the controls.






The artifactual growth observed in the post C18 SPE column test (with and  without pH
                                                                               «


adjustments) from the methanol has not occurred in methanol eluate tests.  This is



most likely due to the differences in how the methanol degrades/behaves in dilution



waters which are low in bacteria and  other organic matter in contrast to effluent



samples (even post-column effluents).
6.15  Toxicity Characterization Summary






Phase I will not usually provide information on the specific toxicants.  If effluent toxicity


is consistently reduced, for example through the use of the C18 SPE column, this does


not prove the existence of a single toxicant because several non-polar organic



compounds may be causing the toxicity in the effluent over time, but use of the C18



SPE technique in Phase I detects the presence of these compounds as a group.  This



lack of specificity is very important to understand for subsequent Phase II toxicant




                                     6-69

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identification. Efforts should concentrate on those manipulations affecting toxicity in
which the toxicant is isolated from other effluent constituents, such as the SPE
column, filtration and aeration.

After the Tier 1  group of Phase I tests has been completed, the results will usually
show that some manipulations increased toxicity, some decreased it, and others
effected no change.  In some instances, Tier 1 results allow the researcher to proceed
immediately into the Phase II identification, and sometimes Phase I (Tier 1 and/or 2)
and Phase II combinations are needed to determine the cause of toxicity.  Of course,
new approaches are frequently devised as more  Phase I TIEs are completed.

Toxicity may be changed by two or more tests, and if so, then more conclusive
inferences might be possible than when only one manipulation changes the toxicity.
If all of the toxicity is not removed, it  is possible that other toxicants could be present
in the effluent so that only partial removal was obtained. Frequently more than one
manipulation affects toxicity but only  infrequently is there no effect from any
manipulation. Even if toxicity is affected by only one manipulation, one still does not
know whether or not there are multiple toxicants. When several  manipulations affect
toxicity, it still does not ensure that there are  multiple toxicants.  There is also no way
to tell at this stage if there are multiple toxicants, whether or not  they are additive,
partially additive or independent. In  our experience with acutely toxic effluents, we
have not found synergism but independent action has commonly been found.  Some
toxicants identified in effluents have  been additive, but more often these have  been
only partially additive.
                                      6-70

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The two objectives which usually move the TIE along more rapidly are to separate and
concentrate the toxicant(s).  Therefore, the first step in Phase II (EPA, 1989A) will
often be to reduce the number of constituents accompanying the toxicants.  These
efforts  may reveal  more toxicants than are suggested by Phase I testing. In Phase II
one may discover that toxicants of quite a different nature are also present but were
not in evidence in Phase I and if this is the case,  different Phase I characterizations
may then be needed.  Once the analytical methods to identify one or more of the
toxicants is found,  efforts to confirm the cause should be initiated immediately (EPA,
1989B).

                                                                               i
As discussed earlier, the amount of time necessary to adequately characterize the
physical/chemical nature and variability of the toxicity will be discharge specific. For a
given discharge, the factors that will affect the length of time it takes to move through
Phase  I is the appropriateness of Phase I tests to the toxicants, the existence of long-
or short-term periodicity in individual toxicants and the variability in the magnitude of
toxicity. An effluent which consistently contains toxic levels of a single compound that
can be neutralized by more than one characterization test should be moved into
Phase  II more quickly than an ephemerally toxic effluent with highly variable
constituents, none of which are impacted by any of the Phase I tests.  Several
samples should be subjected to the Phase I characterization tests but not all
manipulations have to be done on all subsequent samples. The decision to do
subsequent tests on these samples to confirm or further delineate initial results is a
judgement call and will depend on whether or not the results of Phase I are clear-cut.
                                     6-71

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If the Phase I characterization tests needed to remove or neutralize effluent toxicity
vary by the sample, the number of tested samples must be increased and the
frequency of testing should be sufficient to include all major variability.  The
differences seen among samples can be used to decide when further differences are
not being found. Phase I characterization testing should continue until there is
reasonable certainty that new types of toxicants are not appearing.  No guidance can
be given as to how long this may take-each problem for every discharger is unique.
While the toxicity of samples can be very different, the same characterization tests
must be successful in removing and/or neutralizing effluent toxicity.

                                                                                t
Often the next step of the  TIE is obvious, at other times the outcome of Phase I will
be confusing and the next step will not be obvious.  In our experience with acutely
toxic effluents, once one toxicant is identified, identification of subsequent toxicants
becomes easier because:   (a) the toxicity contribution of the identified toxicant can be
established for each sample; (b) the number of  Phase I manipulations that will affect
the toxicity of the known toxicant can be determined; (c) one can determine whether
the identified and the unidentified toxicant(s) are additive; (d) if some manipulations
affect the toxicity due only to the unidentified toxicants, some of their characteristics
can be inferred; and (e) one can determine if the relative toxicity contributions of
identified and unidentified  toxicants varies by sample. Such information can be used
to design tests to elucidate additional  physical/chemical characteristics of the toxicants
that cause chronic toxicity.
                                      6-72

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6.16  Use of Multiple Characterization Tests







Type and amount of testing is dependent on the toxicity persistence in the effluent, the



nature of the toxicity, and reassessment of previous Phase I results (observed trends



in the characteristics can be very important).  Several tests could each partially



remove  the effluent toxicity because several compounds are causing the toxicity, or



that one toxicant can be removed by several  Phase I steps. For example, if several



toxicants are acting to cause the toxicity, then the graduated pH test and the post-C18



SPE column test both result in a partial toxicity reduction.  If sodium thiosulfate and



EDTA both reduce toxicity, cationic metals might be suspect.
                                                                               \






In the acute Phase I  (EPA, 1991 A),  the use of multiple manipulations (combining two



of the Phase I tests)  was advocated and this same concept is also useful for the



chronic  TIE  as well.  For effluents with multiple toxicants, especially if they are not



additive, multiple manipulations are  helpful. Especially when no single manipulation



removes all the toxicity,  multiple manipulations should be tried.







When the C18 SPE column only partially removes toxicity,  Phase I  manipulations with



the post-column sample should be tried.  For this multiple manipulation, the post C18



SPE column effluent can be treated as whole effluent, and several of the Phase I



steps can be conducted on the post-column  effluent such as the EDTA addition test,



the thiosulfate addition test, and the graduated pH test. However, these combinations



are useful only with the post-column effluent provided that no artifactual toxicity is



present.



                                      6-73

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If the C18 SPE column partially removes toxicity, pass an aliquot of the post-column



effluent over an ion exchange column to determine the characteristics of the remaining



toxicity. If a non-polar toxicant and ammonia are suspected, then passing the sample



over the C18 SPE column and then over zeolite may assist in accounting for all of the



toxicity. Likewise, passing the effluent over zeolite and then over the C18 SPE column



may provide additional insight. To gain this knowledge toxicity tests must be



performed after each manipulation and not just on the multiple manipulated sample.







Effluent characterization must be approached without any preconceived notion or bias



about the cause of toxicity because many constituents are present in effluents and
                                                                              t


their chemistry is unknown, circumstantial evidence is frequently misleading.  Certainly



all available information and experience should be  used to guide the investigative



effort but temptations to reach conclusions too soon must be resisted. Sometimes the



answer being sought is only whether or not a certain substance is causing toxicity.



Obviously in such cases testing  is specifically selected to answer that question and



therefore not all manipulations need to be performed.
                                     6-74

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                                SECTION 7

                               REFERENCES

APHA. 1989. Standard Methods for the Examination of Water and Wastewater, 17th
      Edition. American Public Health Association, Washington, D.C.

Clean Water Act, Public Law 92-500, October 18, 1972, 86 Stat. 816, U.S.C. 1251 et
      seq.

EPA.  1978.  Methods for Measuring the Acute Toxicity of Effluents to Aquatic
      Organisms. EPA/600/4-78/012.  Environmental Monitoring and Support
      Laboratory, Cincinnati, OH.

EPA.  1979.  Aqueous Ammonia Equilibrium - Tabulation  of Percent Un-ionized
      Ammonia. EPA/600/3-79/091. Environmental Research Laboratory, Duluth,
      MN.

EPA.  1985A. Technical Support Document for Water Quality-Based Toxics Control.
      EPA/440/4-85/032. Office of Water, Washington, D.C.

EPA.  1985B. Methods for Measuring the Acute Toxicity  of Effluents to Freshwater
      and Marine Organisms.  Third Edition.  EPA/600/4-85/013.  Environmental
      Monitoring and Support Laboratory, Cincinnati, OH.

EPA.  1985C. Short-Term Methods for Estimating the Chronic Toxicity of Effluents
      and Receiving Waters to Freshwater Organisms.  EPA/600/4-85/014.
      Environmental Monitoring and Support Laboratory,  Cincinnati, OH.

EPA.  1985D. Ambient Water Quality Criteria for Ammonia.  EPA/440/5-85/001.
      Environmental Research Laboratory,  Duluth, MN, and Criteria and Standards
      Division, Washington, D.C.

EPA.  1988A. Methods for Aquatic Toxicity Identification  Evaluations: Phase I
      Toxicity Characterization Procedures. EPA/600/3-88/034.  Environmental
      Research Laboratory, Duluth, MN.

EPA.  1988B. Short-Term Methods for Estimating the Chronic Toxicity of Effluents
      and Receiving Waters to Marine and Estuarine Organisms.  EPA/600/4-87/028.
      Environmental Monitoring and Support Laboratory, Cincinnati, OH.

EPA.  1989A. Methods for Aquatic Toxicity Identification  Evaluations: Phase II
      Toxicity Identification Procedures. EPA/600/3-88/035.  Environmental Research
      Laboratory, Duluth, MN.
                                    7- 1

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EPA.  1989B. Methods for Aquatic Toxicity Identification Evaluations:  Phase III
      Toxicity Confirmation Procedures.  EPA/600/3-88/036.  Environmental Research
      Laboratory, Duluth, MN.

EPA.  1989C. Short-Term Methods for Estimating the Chronic Toxicity of Effluents
      and Receiving Waters to Freshwater Organisms.  Second Edition.  EPA/600/4-
      89/001 and Supplement EPA/600/4-89/001 A.  Environmental Monitoring and
      Support Laboratory, Cincinnati, OH.

EPA.  1989D. Toxicity Reduction Evaluation Protocol for Municipal Wastewater
      Treatment Plants. EPA/600/2-88/062.  Water Engineering Research
      Laboratory, Cincinnati, OH.

EPA.  1989E. Generalized Methodology for Conducting Industrial Toxicity Reduction
      Evaluations (TREs). EPA/600/2-88/070.  Water Engineering Research
      Laboratory, Cincinnati, OH.

EPA.  1991 A. Methods for Aquatic Toxicity Identification Evaluations:  Phase I
      Toxicity Characterization Procedures. Second Edition.  EPA/600/6-91/003.
      Environmental Research Laboratory, Duluth, MN.

EPA.  1991B. Technical Support Document for Water Quality-Based Toxics Control.
      Second Edition.   EPA/505/2-90/001.  Office of Water, Washington, D.C.

EPA.  1991C. Methods for Measuring the Acute Toxicity of Effluents to Freshwater
      and Marine Organisms.  Fourth Edition. EPA/600/4-90/027. Environmental
      Monitoring and Support  Laboratory, Cincinnati, OH.

EPA.  1991D. Short-Term Methods for Estimating the Chronic Toxicity of Effluents
      and Receiving Waters to Freshwater Organisms.  Third Edition. EPA/600/4-
      91/002.  Environmental Monitoring and Support Laboratory, Cincinnati, OH.

EPA.  1991E. Short-Term Methods for Estimating the Chronic Toxicity of Effluents
      and Receiving Waters to Marine and Estuarine Organisms. Second Edition.
      EPA/600/4-91/003. Environmental Monitoring and Support Laboratory,
      Cincinnati, OH.

DeGraeve, G.M., J.D. Cooney, B.H. Marsh, T.L Pollock and N.G. Reichenbach.
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Oris, J.T., R.W. Winner, and M.V. Moore.  1991.  A Four-Day Survival and
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