as V'pqa^ NV 891 1 c/EPA -tjiOM ami Development Groundwater Quality Monitoring Recommendations for In Situ Oil Shale Development ------- EPA-600/4-83-045 September 1983 GROUNDWATER QUALITY MONITORING RECOMMENDATIONS FOR IN SITU OIL SHALE DEVELOPMENT By L.G. Everett K.E. Kelly E.W. Hoylman Kaman Tempo Santa Barbara, California 93102 Contract No. 68-03-2449 Project Officer Leslie G. McMillion Environmental Monitoring Systems Laboratory Las Vegas, Nevada 89114 ENVIRONMENTAL MONITORING SYSTEMS LABORATORY OFFICE OF RESEARCH AND DEVELOPMENT U.S. ENVIRONMENTAL PROTECTION AGENCY LAS VEGAS, NEVADA 89114 ------- DISCLAIMER This report has been reviewed in accordance with the U.S. Environmental Protection Agency's peer and administrative review policies and approved for publication. Mention of trade names or commercial products does not consti- tute endorsement or recommendation for use. ------- PREFACE On behalf of the Environmental Protection Agency (EPA), Kaman Tempo is conducting a three-year program dealing with the design of groundwater quality monitoring programs for western oil shale. The type of oil shale development being evaluated in this study is modified in situ (MIS) retorting as presently proposed for Federal Prototype Lease Tracts C-a and C-b in western Colorado. This study focuses specifically on the monitoring for in situ retorting on the Federal Lease Tracts and has followed a stepwise monitoring methodology. This report represents the final phase of this research program. The goals of the first phase were to: Review MIS monitoring programs and development with regard to po- tential impacts on groundwater quality Use this review to identify the key issues, uncertainties, and unknowns with regard to design and implementation of groundwater quality monitoring programs for MIS retorts. The goal of this phase was to: Protect groundwater quality by developing specific monitoring recommendations for the use of geophysical logs and aquifer test- ing methods for MIS oil shale development. Monitoring recommendations are provided for the use of the following logs: temperature, caliper, gamma, spinner, radioactive tracer, velocity, sonic, density, electric, and seisviewer. In addition, monitoring recommenda- tions are presented on four hydraulic testing methods and a complete program for sample collection, preservation, and handling at MIS operations. iii ------- CONTENTS PREFACE iii FIGURES v11 TABLES ix ABBREVIATIONS AND SYMBOLS xi ENGLISH/METRIC CONVERSIONS xili ACKNOWLEDGMENTS xiv Section Page 1 INTRODUCTION 1 Background 1 Federal Prototype Lease Development 1 Previous Work 3 Present Study 3 2 SUMMARY 6 Hydrogeologic Characterization 6 Geophysical Methods 6 Hydraulic Methods 7 Sampling Methods 7 Well Design 8 Monitor Well Placement 11 Sample Collection Methods 11 Sampling Frequency 14 Sample Preservation and Handling 15 Selection and Preservation of Constituents for Monitoring 16 Sample Analysis 18 Interpretation of Water Quality Data 18 3 HYDROGEOLOGIC CHARACTERIZATION METHODS 20 General Basin Hydrogeology 20 Lower Aquifer 22 Upper Aquifer 22 Alluvial Aquifers 23 Geophysical Methods 24 Temperature Log 27 Caliper Log 28 Gamma-Ray Log 32 Spinner Log 32 Radioactive Tracer Log 36 Three-Dimensional Velocity Log 38 Acoustic Log 39 ------- Section Page Density Log 43 Electric Logs 52 Seisviewer Log 58 Hydraulic Test Methods 61 Drill Stem Tests 62 Single Packer Tests 66 Dual Packer Tests 72 Long-Term Pump Tests 76 Evaluation of Mine Development Data 83 4 SAMPLING METHODS 85 Well Construction Factors 85 Well Construction 85 Well Size 89 Annular Seal 89 Casing Material 90 Well Security and Protection 92 Well Design and Sampling Costs 92 Well Design Costs 92 Sampling Costs 94 Monitor Well Placement 95 Sample Collection Methods 95 Bailing 97 Pumping 105 Swabbing 114 Sampling Frequency 115 Sample Handling and Preservation 116 Field Data Collection 116 Field Notes and Records, Sample Labels 120 Field Handling and Preservation Techniques 121 Sample Shipment 123 Chain of Custody 128 Selection of Constituents for Monitoring 129 Enrichment Factors 129 Indicator Constituents 142 Stable Isotopes 144 Sample Analysis and Costs 145 Trace Elements 145 Organic Methods 149 Other Inorganic Species 150 Interpretation of Water Quality Data 152 Data Analysis 152 Data Presentation 154 Data Interpretation and Reporting 156 References 157 VI ------- FIGURES Number page 1 Location of Tracts C-a and C-b study area in Piceance Creek Basin 4 2 Geologic section through the Piceance Creek Basin along north-south line between Tracts C-a and C-b 21 3 Computer plot of a typical temperature log from Tract C-a 29 4 Spinner log calibration plot 34 5 Acoustic porosity analog and aquifer production zones for Tract C-b Well 32x-12 41 6 Density porosity analog and aquifer production zones for Tract C-b Well 32x-12 46 7 Birdwell elastic properties log for Well 32x-12, Tract C-b 48 8 Density porosity analog and spinner survey for Tract C-a Well CE-705A 49 9 Variable matrix density-porosity analog and spinner survey for Tract C-a Well CE-705A 51 10 Correlation electric log for Tract C-a Well CE-705A 53 11 Detail electric log for Tract C-a Well CE-705A 54 12 A portion of a seisviewer log for Tract C-b Well 32x-12 59 13 Jacob's straight-line solution for T 65 14 Single packer injection test setup 68 15 Plots of simulated, multiple pressure, permeability tests 70 16 Dual packer steady flow injection test 75 17 Rose diagram of surface joint strikes in vicinity of MDP area, Tract C-a 78 vii ------- Number Page 18 Rose diagram of photo linear strikes within MOP area, Tract C-a 79 19 Illustration of parameters used by Hantush 81 20 Illustration of parameters used by Hantush 81 21 An example of multiple completion well, Tract C-b Well SG-21 87 22 Typical recompleted Upper Aquifer monitoring well for Tract C-a 93 23 USGS Upper and Lower Aquifer monitoring well design 94 24 Features of the modified Kemmerer bailer 97 25 Variation in specific conductance and temperature with depth, Upper Aquifer Well GS-13, Tract C-a 99 26 Variation in specific conductance and temperature with depth, Lower Aquifer Well D-17, Tract C-a 100 27 Variation in specific conductance and temperature with depth, Lower Aquifer Well D-18, Tract C-a 101 28 Well diagram of Upper Aquifer Well GS-13, Tract C-a 103 29 Typical pump apparatus configuration 106 30 Variation in specific conductance with continued pumping, USGS Well 75-1A, 1980 108 31 Variation in specific conductance with continued pumping, USGS Colorado Core Hole #3, 1980 109 32 Variation in specific conductance with continued pumping, USSGS Well TH75-1B, 1980 109 33 Variation of temperature of pumped discharge, USGS Well TH75-1B, 1980 110 34 Variation in pH with continued pumping, USGS Well 75-1A, 1980 110 35 Comparison of pump locations and the volume of water necessary for extraction before representative aquifer water is obtained 113 36 Water quality, data display using vectors 155 37 Trilinear diagram for displaying water quality data 155 viii ------- TABLES Number Page 1 Well Construction and Sampling Costs for Deep Aquifer Wells 10 2 Geophysical Data Collection, Tract C-a 25 3 Geophysical Data Collection, Tract C-b 26 4 Cost Schedule for Temperature Logs 30 5 Cost Schedule for Caliper Logs 31 6 Cost Schedule for Gamma-Ray Logs 33 7 Cost Schedule for Spinner Surveys 35 8 Cost Schedule for Radioactive Tracer Logs 37 9 Cost Schedule for 3-D Velocity Logs 39 10 Cost Schedule for Acoustic/Sonic Logs 44 11 Cost Schedule for Density Logs 50 12 Cost Schedule for Various Resistivity Logs 57 13 Sampling Costs 96 14 Variation in Water Quality with Depth in Selected Deep Aquifer Wells, Tract C-a 102 15 Water Chemistry of Samples Collected after Discharge of Varying Well Volumes, USGS Wells, Piceance Basin, 1980 112 16 Flow Rates of the Upper Aquifer, Piceance Creek Basin, Estimated by Three Studies 116 17 Recommendation for Sampling and Preservation of Samples According to Measurement 117 18 Chemical Analysis of Samples Taken from Alluvial Well A-6 for Three Different Times of Analysis 124 IX ------- Page Chemical Analysis of Samples Taken from Alluvial Well A-9 for Three Different Times of Analysis 125 20 Chemical Analysis of Samples Taken from Alluvial Well A-12 for Three Different Times of Analysis 126 21 Representative Concentrations in Groundwaters Adapted for This Study 130 22 Species Enriched in the Lower Aquifer 132 23 Enrichment Factors Estimated for Spent MIS Oil Shale Leachate 133 24 Enrichment Factors for Retort Waters 136 25 Relative Likelihood of Detection of Mobility from Various Sources to Upper and Lower Aquifers and Springs Based on Estimated Enrichment Factors 138 26 Comparison of Analytical Techniques for Trace Element Determinations 146 ------- LIST OF ABBREVIATIONS AND SYMBOLS ABBREVIATIONS AND SYMBOLS bpd barrels per day °C degrees Centigrade cubic feet per second cfs EPA U.S. Environmental Protection Agency EMF °F ft/mi n ft g gm/cc gpm electromotive force degrees F feet per minute foot, feet square foot, square feet gram(s) grams per cubic centimeter gallons per minute gal /ton gallons per ton CHEMICALS, IONS, CONSTITUENTS C02 carbon dioxide copper sulfate dissolved organic carbon su If uric acid phosphoric acid HN03 nitric acid CuS04 DOC H2S04 MDP mine development phase meq mi Hi equivalent mg/1 milligrams per liter MIS modified in situ ml milliliter(s) PVC polyvinyl chloride RBOSC Rio Blanco Oil Shale Company SP spontaneous potential, self-potential SPI secondary porosity index USGS U.S. Geological Survey ymho/cm micromhos per centimeter usec microsecond(s) 3-D three dimensional I iodine MBAS methylene blue active substances NaHC03 nahcolife NaOH sodium hydroxide NTA nitrilotriacetic acid TDS total dissolved solids xi ------- FORMULAE ABBREVIATIONS A length of test section c hydraulic resistance Cu conductivity coefficient, unsaturated Cs conductivity coefficient, saturated hi static water column head h2 applied pressure H effective head k hydraulic conductivity K permeability coefficient kD aquifer transmissivity Ko Bessel function L leakage factor m slope Q constant recovery (drawdown) discharge q-j ith flow interval qn last flow interval r distance from pumping well s drawdown S storage coefficient Sp inflection point T transmissivity Te effective transmissivity ti flow time for each change in rate tn total flow time Tn transmissivity in the direction (9+a) with the x-axis tp time corresponding to Sp Tx transmissivity on major flow axis Ty transmissivity on minor flow axis AS change in slope At interval transit time Atf fluid interval transit time At^ matrix interval transit time Ap change in pressure u porosity x percentage of unsaturated strata <(> porosity xii ------- ENGLISH/METRIC CONVERSIONS °Fahrenheit 1 gallon 1 barrel 1 cubic yard 1 cubic foot 1 acre-foot 1 pound 1 acre 1 quart 1 foot 1 square mile 1 ton (short) (°Centigrade x 9/5) - 32 3,846.2 cubic centimeters; 3.86 liters 0.16 cubic meter 0.77 cubic meter 0.028 cubic meter 1,250 cubic meters 0.0005 tonne (metric ton); 487.8 grams 0.0004 hectare 0.9463 liter 0.305 meter 2.49 square kilometers 0.909 tonne (metric ton) xm ------- ACKNOWLEDGMENTS Dr. Guenton C. Slawson, Jr. was a principal initial contributor to the report. Dr. Slawson's involvement with the report ceased when he joined the Rio Blanco Oil Shale Company as Manager of Environmental Affairs. His insight into monitoring requirements is highly appreciated. Technical consultation and review for this study were provided by Mr. Glen A. Miller, U.S. Geological Survey, Conservation Division, Area Oil Shale Supervisor's Office. In addition, Kaman Tempo wishes to acknowledge the support and coopera- tive interaction of representatives of Tract C-a and C-b developers: Rio Blanco Oil Shale Company Ms. Rosalie Gash Ms. Maria Moody C-b Oil Shale Venture Mr. R.E. Thomason Mr. C.B. Bray xiv ------- SECTION 1 INTRODUCTION BACKGROUND Synthetic petroleum products recovered from western oil shales are ex- pected to play an important part in supplying energy needs of the United States during the later part of the 1900's. Various estimates of the magni- tude of western oil shale reserves have been made. The U.S. Geological Survey estimates that an equivalent of about 4,000 billion barrels* of oil are con- tained in the oil shales of the Green River Formation of Utah, Colorado, and Wyoming. These oil shale resources account for 80 percent of the known world resources but, of course, are not completely recoverable. Recoverable re- sources are a function of mining and retorting technology and economics, but may amount to about 1,800 billion barrels of oil (Hendricks and Ward, 1976). As the estimated remaining world ultimate oil resources are about 2,000 bil- lion barrels (Tiratsou, 1976), of which less than 150 billion barrels are in the United States, western oil shale is clearly a significant energy resource. Federal Pnjtotyjie Lease Development The current Federal Prototype Oil Shale Leasing Program, administered by the U.S. Department of Interior, was initiated in 1969. Program planning and environmental evaluation efforts by various government interagency and indus- try groups culminated in preparation of a draft environmental impact statement in 1971. Informational core hole drilling by firms interested in obtaining oil shale leases was conducted in the 1971 through 1973 period. This led to nomination of 20 potential lease tracts in Colorado, Utah, and Wyoming. The Department of Interior selected six tracts for the prototype leasing program. The environmental impact statement was finalized in 1973. Later in 1973, the first lease sale was initiated. In January 1974, successful bidders for the two Colorado lease tracts (C-a and C-b) and for two Utah tracts (U-a and U-b) were announced. No bids were received on the proposed Wyoming lease tracts. Environmental baseline and operation design studies were conducted over the two years following the lease initiation. In 1976, Detailed Development * See p. xiii for conversion to metric units. English units are used in this report because of their current usage and familiarity in industry and the hydrology-related sciences. ------- Plans (DDP) were submitted for both Tracts C-a and C-b. The initial DDP for Tract C-a called for open pit mining, surface retorting, and off-tract loca- tions for processing facilities, overburden, and processed shale disposal. A number of serious problems, in particular approval for off-tract disposal of wastes, could not be resolved and a lease suspension was requested. This sus- pension was granted in September 1976. During this suspension, a revised DDP for Tract C-a was prepared calling for modified in situ (MIS) development plus surface retorting of the oil shale mined from development of the MIS retorts. This revised DDP was submitted in May 1977 and was subsequently approved by the Area Oil Shale Supervisor (AOSS). Initial development plans on Tract C-b (by Ashland Oil, Inc. and Shell Oil Company) were submitted in February 1976. This plan called for a deep mining and surface retorting (and disposal) operation. Development was sus- pended later in 1976. In November of that year, Shell withdrew from the C-b Oil Shale Project and Ashland formed a new venture with Occidental Oil Shale, Inc. A revised DDP proposing MIS operations was submitted in February 1977. Site development was initiated in the fall of 1977. Shale deposits in the Piceance Basin that can potentially be exploited by in situ technologies underlie an area of considerable topographic variation that is largely undeveloped. A wide range in both hydrologic and geologic conditions occurs throughout the area containing the deposits. Several in situ technologies are available, each of which could have characteristic im- pacts. There has not been sufficient experience with the various retorting methods to determine which is the most suitable in terms of minimizing envi- ronmental harm in the Piceance Basin. It may appear at first glance that in situ retorting has less potential for impact to the environment than surface retorting; however, the long-term impact to the subsurface environment may prove this assumption to be wrong. Monitoring of groundwater quality impacts associated with in situ oil shale development will be difficult. Retort waters produced by small-scale in situ operations have resulted in the identification of a wide spectrum of po- tential pollutants. Research to date indicates that many of these pollutants have only recently been classified, while others are still under investiga- tion. It is not clear if the quality of the retort waters from small-scale in situ retorting will be similar to those waters produced by large-scale commer- cial in situ retorts. The Federal Water Pollution Control Act Ammendments of 1972 (P.L. 92-500) and the Safe Drinking Water Act of 1974 (P.L. 92-523) provide for protection of groundwater quality. These mandates call for programs to prevent, reduce, and eliminate pollution of both navigable waters and groundwater and for par- ticular protection of drinking water resources. Similar goals are embodied in the Toxic Substances Control Act of 1976 and the Resource Conservation and Re- covery Act of 1976. The national responsibility for these various activities is given to the U.S. Environmental Protection Agency (EPA). Various State agencies also have similar responsibilities via State enabling legislation. ------- PREVIOUS WORK A companion report to this study, developed at Tempo and prepared by Slawson (1980b), presents the results of a groundwater monitoring design study of in situ oil shale development. The approach used in that study is the gen- eral monitoring methodology developed by Tempo as follows: Monitoring Step Description 1 Select Area for Monitoring 2 Identify Pollution Sources, Causes, and Methods of Disposal 3 Identify Potential Pollutants 4 Define Groundwater Usage 5 Define Hydrogeologic Situation 6 Describe Existing Groundwater Quality 7 Evaluate Infiltration Potential of Wastes at the Land Surface 8 Evaluate Mobility of Pollutants from the Land Surface 9 Evaluate Attenuation of Pollutants in the Saturated Zone 10 Prioritize Sources and Causes 11 Evaluate Existing Monitoring Programs 12 Identify Alternative Monitoring Approaches 13 Select and Implement the Monitoring Program 14 Review and Interpret Monitoring Results 15 Summarize and Transmit Monitoring Information In particular, the companion report focused on modified in situ development as proposed for Federal Prototype Lease Tracts C-a and C-b in Colorado by devel- oping data required for an initial pass through methodology steps 1 through 13, although step 13 is not fully implemented. The methodology, in general, and its application to monitoring design problems are described in several other reports (Everett, 1979, 1980; Todd et al., 1976; Slawson, 1979) and will not be presented here in detail. A preliminary monitoring design/implementation framework has been devel- oped for MIS retorts in the companion report. This work lead to the identifi- cation of areas of uncertainty with regard to implementation of groundwater quality monitoring programs for in situ facilities. These uncertainties were found to be primarily within (1) hydrogeologic characterization and (2) sam- pling methods utilized at the MIS retorts. PRESENT STUDY This study addresses the two primary groups of uncertainties regarding the implementation of a groundwater quality monitoring program for MIS oil shale development such as proposed for Federal Prototype Lease Tracts C-a and C-b (see Figure 1). Hydrogeologic characterization, an essential element in ------- 0 5 10 19 *m SCALE IN MILES LOWER COLORADO BASIN NEW MEXICO COLORADO BASIN BOUNDARY DRAINAGE BASIN SOUNOAOr Figure I. Location of Tracts C-a and C-b study area in Piceance Creek Basin. ------- siting monitor wells and for the design of the wells to obtain consistent and representative samples, is discussed in terms of geophysical and hydraulic methods that are employed on the Federal Tracts. These methods are also appropriate for other areas with oil shale stratigraphy. Geophysical and hy- draulic methods are evaluated and ranked relative to cost, potential effec- tiveness, and availability of testing equipment in the oil shale region. Sampling methods are discussed, covering a wide variety of monitoring elements including: (1) well design, (2) monitor well placement, (3) sample collection methods, (4) sampling frequency, (5) sample preservation and handling, (6) se- lection and preservation of constituents for monitoring, (7) sample analysis, and (8) interpretation of water quality data. A discussion of these monitor- ing elements is presented in the following paragraphs with detailed informa- tion provided throughout the text. ------- SECTION 2 SUMMARY HYDR06EOLOGIC CHARACTERIZATION A program designed to characterize the hydrogeology of an oil shale tract prior to designing a groundwater quality monitoring program should include a proper suite of geophysical logs and appropriate aquifer testing methods. This report discusses these subjects and presents recommendations for their use in the design and implementation of groundwater quality monitoring pro- grams for MIS retorting areas. Geophysical Methods Several logs were evaluated in this study to determine their overall ef- fectiveness in providing environmentally pertinent and reliable hydraulic data. Those logs evaluated include: Temperature Velocity Caliper Sonic (acoustic) Gamma-ray Density Spinner Electric Radioactive tracer Seisviewer. With the exception of the seisviewer log, all the logs listed above were found to be comparable to each other in cost. Accordingly, recommendation of geophysical logs is based on effectiveness in obtaining reliable hydraulic data. The following log suite is recommended for its utility for hydrogeologic characterization: temperature, caliper, sonic, and electric logs. Of more limited value and receiving secondary, or lower, priority ranking are gamma- ray, velocity, density, and spinner logs. The radioactive tracer and seis- viewer logs are not recommended for obtaining hydraulic data for the design of groundwater monitoring strategies at oil shale development sites. ------- Hydraulic Methods Tempo's previous study (Slav/son, 1980a) indicated a need for aquifer testing and recommended that selected exploration and core holes be converted to serve as testing wells. Existing wells can be conditioned or new wells constructed to be of sufficient size to accommodate pumps for aquifer testing. Four general methods of hydraulic testing procedures have been evaluated and are classed as follows: Drill stem tests Dual packer tests Long-term pump tests Single packer tests. Review of the testing procedures, equipment costs, and utility of the result- ing data has produced the following priority ranking: 1. Dual Packer Jests provide specific hydrologic data at a minimal cost when multiple tests are conducted in a single borehole. Down-hole test equipment assembly allows for pumping, injection tests, and discrete water quality sampling. 2. Long-Term Pump Tests produce the most representative data on boundary conditions and flow patterns and are especially effec- tive for determining regional groundwater conditions. Long- term pump tests should be carefully planned and positioned to provide maximum data per test because their use is limited by the rather large expense of implementation. 3. Single Packer Tests provide horizon specific data similar to the dual packer method. However, for each test, the packer must be inserted and removed from the borehole. This labor intensive activity can significantly increase the cost of data acquisition. 4. Dri11 Stem Tests are commonly run during drilling operations. They are of value when single, well-defined aquifer systems are penetrated. However, when multiple aquifers are encountered during drilling, interpretation of data resulting from drill stem tests becomes extremely difficult. Drill stem tests are therefore not recommended for determining hydraulic parameters in complex hydrologic environments. SAMPLING METHODS The objective of a groundwater monitoring strategy in the oil shale re- gion where MIS retort development could be selected as the mining methodology is to (1) provide baseline groundwater quality data, (2) detect and measure ------- groundwater flow within the abandoned retort interval, and (3) detect changes induced by waste residuals (e.g., spent shale, retort water) within the aban- doned retort zone. Compilation of baseline data and accurate evaluation of the latter two aspects require collection of representative groundwater qual- ity samples. However, a number of factors can influence the representative nature of the groundwater samples collected. These factors include well de- sign, sample collection methods, and sample handling procedures. Well Design The Upper and Lower Aquifer zones present in the Piceance Basin, Colo- rado, are composed of numerous layers, each of which can possess variable wa- ter quality and quantity characteristics. Since numerous wells are open or perforated over the entire Upper or Lower Aquifer interval, the water quality data collected from these wells represent a composite of all penetrated lay- ers. On the other hand, a layer exhibiting greater hydrostatic head than ad- jacent layers can influence portions of the well bore, resulting in collection of a water quality sample that represents the high head layer and not a com- posite of the entire open interval. Under both of these conditions, baseline water quality data collected may not be adequately measured in detail, and for operation/abandonment phase monitoring, groundwater flow through abandoned re- torts may not be adequately represented. Furthermore, any trace constituents or potential contaminant present may be sufficiently reduced below detection limits due to the composite nature of the well design if mixing does occur. A network of multiple completion wells is the recommended approach for a groundwater monitoring program near the retort fields. Multiple completion well design will enable the collection of representative data from each of the intervals potentially affected by the oil shale retorting operation. The sug- gested specifications for this type of well are: Steel casing and polyvinyl chloride (PVC) well construction mate- rial. Although the structural properties of PVC may preclude its use as a casing material, the inert characteristics of PVC make it ideal as a well construction material. PVC is also inexpen- sive when compared with other materials. The diameter of the PVC should be large enough to accommodate a submersible pump. The recommended diameter and wall thickness of the PVC is 6 inches OD and schedule 40 (19/64 inch), respectively. Each well of the multiple completion should be completed in a different interval using cement grout to prevent the interconnec- tion of different intervals. Wells should be developed thoroughly, i.e., fresh water circu- lated in the well bore, to remove any traces of drilling fluid or other materials that may affect water quality samples. It appears that wells completed over the entire Upper or Lower Aquifer are suitable for groundwater monitoring in areas removed from the retort 8 ------- field(s). This open type of well design will provide general information on the regional water quality and does not require the finer levels of completion necessary for wells close to the retort field(s). It is recommended that the same specifications suggested for the multiple completion wells be utilized for the more regional wells if samples are to be collected via a submersible pump. The recommended specifications presented above are designed to allow for sampling with a submersible pump. Although pumping samples is the best ap- proach from a technical standpoint, there are some distinct trade-offs with respect to the construction costs associated with the larger diameter wells. There are also some significant trade-offs with respect to sampling costs. The approximate costs for the well development are: Approximate Cost Design per Well (dollars)3 Large Diameter (6-inch) Well Upper Aquifer single completion 18,000 - 20,000 Lower Aquifer single completion 35,000 - 38,000 Multiple completion 53,000 - 58,000 Smaller Diameter (2-5/8-inch tubing strings) Wells0 Dual completion (i.e., two completion strings 35,500 - 38,000 with one open over the entire Upper Aquifer and one open over the entire Lower Aquifer Multiple completion 39,000 - 44,000 Notes: aThese costs include drilling, development, casing material, etc. in 1980 dollars. Submersible pump can be utilized for sample collection. Bailer can be utilized for sample collection. These cost data show that large-diameter single and multiple completion wells are more expensive than smaller diameter dual and multiple completion wells, respectively. In addition, the cost for an entire groundwater monitoring pro- gram would be substantially higher and equal to the cumulative cost of all wells in the system. The approximate costs of an entire groundwater monitor- ing program, including sampling, are presented in Table 1 of this section. ------- TABLE 1. WELL CONSTRUCTION AND SAMPLING COSTS FOR DEEP AQUIFER WELLS (1980 dollars) Item Well Construction Sampling Costs Capital Requirements Operational Requirements (Quarterly) Labor (quarterly) Five-year Total (including construction of 12 monitoring well sites) Fixed Submersible Pump 53, 000-58 ,000a 61,800-79,800 200-400 135-200C 704,500-787,800 Portable Submersible Pump (USGS) 53,000-58,000 55,000-60,000 1,400-1,700 11, 200-14, 000d 943,000-1,072,000 Bailing (Tract C-a) 35,500-38,000 8,000-10,000 200-400 135-200° 440,700-478,000 Swabbing (Tract C-b) 39,000-44,000 N/Ab 16,000-18,000 3,500-4,300e 858,000-974,000 Notes: aAssumes similar well construction for fixed pump as with portable pump. Tract C-b contracts swabbing rig, thereby eliminating capital requirements. cAssumes sampling eight wells per day. Assumes sampling one well per day. eAssumes sampling three wells per day. ------- Monitor Well Placement One of the goals of hydrogeologic characterization efforts is to allow description of groundwater flow patterns within and near a retort field. The purpose of this description is to locate monitoring wells so as to sample flow through and from the retort field area. Monitor wells should be located as follows: 1. Near retort field (within a few hundred feet) and within the field 2. Oriented downgradient of the MIS retorts along fracture lines and major axis of anisotropy as defined by geologic testing program 3. Accessible for sampling equipment. Construction of new wells may be required for operation/abandonment moni- toring. Wells constructed for hydrogeologic testing may not be appropriately located for inclusion in the monitoring program. Sample Collection Methods Sampling of deep aquifer wells on Federal Lease Tracts C-a and C-b re- viewed in this study is accomplished by bailing and swabbing, respectively. Although these techniques obtain the desired results of collecting a sample, there is some question as to the representative nature of the sample col- lected. Some factors contributing to the problem of collecting a representa- tive sample using these techniques follow. Problems associated with bailing are: t The water column chemistry can become stratified due to varia- tions in water quality and hydrostatic head in the different lay- ers penetrated by the well. Although this is a function of well design, nonrepresentative samples will be bailed from this well if the samples are collected inconsistently with respect to depth. Water quality data are more representative if samples are collected consistently adjacent to the water-producing intervals. The water present in the well casing above the open, or perfo- rated, section can be isolated from the aquifer water. Samples collected from this portion of the well will be nonrepresentative of the aquifer water chemistry. Small deviations in the sample collection depth can significantly affect the data when a bailer is being employed. The potential magnitude of this effect is apparent from the profile sampling data presented in this report. 11 ------- These potentially negative influences can be alleviated if correct bail- ing procedures are exercised. The recommended procedure for bailing groundwa- tsr samples is as follows: 1. Use a flow-through type bailer (e.g., Kemmerer sampler). Bail- ers that are open at the top and sealed at the bottom do not have this flow-through characteristic and will generally be filled with the first water encountered in the well (i.e., wa- ter near the static water level). 2. Compile well completion data. Of particular importance is the well diameter, depth to aquifer, aquifer thickness, and total depth. 3. For shallow wells with very slow groundwater movement, estimate the well volume from the well completion data and extract at least one well volume previous to sample collection. For both shallow and deep wells with rapid groundwater movement, select a sampling point adjacent to the aquifer. 4. Consistently sample from the same depth and adjacent to the aquifer during every sampling effort. 5. Measure temperature, specific conductance, and pH in the field. If these guidelines are followed, bailing is a very effective method for collecting groundwater quality samples. In addition, bailing is the most cost-effective approach (see Table 1). Swabbing a well is a more representative sampling technique than bailing in that a well volume can be removed prior to sample collection. However, this technique is very expensive to employ and presents a potential for contamination. The following problems are associated with swabbing: There is high potential for introducing organics into the sample when oil-field equipment is used. Care must be taken to clean the swabbing equipment thoroughly. The amount of water swabbed from a well is difficult to deter- mine, and can result in obtaining inconsistent and nonrepresenta- tive samples. If possible, the discharge should be carefully measured to provide the necessary data for collecting consistent and representative data. Swabbing may accelerate plugging of perforations in the well. t Swabbing is extremely expensive and time-consuming. Due to these factors, swabbing should not be employed as a sampling method. 12 ------- For the deep wells to be utilized for monitoring modified in situ re- torts, pumping is the recommended sampling approach from a technical stand- point. Pumping allows a greater portion of the aquifer to be sampled, minimizes the effects well casing or water stratification may have on the sam- ple representativeness, and reduces the potential for missing or delaying the observation of mobile pollutant constituents. In addition, a submersible pump can be fixed in the well or be used as a mobile unit, alternatives which can be very beneficial to a sample collection program. However, on a cost-effec- tive basis, the fixed submersible pump is suggested for deep aquifer wells (see Table 1). The following procedure is recommended for collecting a representative sample from a well when using a submersible pump: 1. Compile well construction data, including well diameter, total depth, and perforated interval, or aquifer interval in an open well. 2. Measure static water level and estimate well volume. 3. The pump intake should be placed approximately 5 feet above the open, perforated, or screened aquifer interval. 4. The discharge rate should be maintained at a moderately low rate to prevent excessive drawdowns in the aquifer and well, as well as minimizing turbulent mixing in the annulus. 5. At least one well volume should be extracted from the well be- fore sampling. 6. The parameters most easily monitored in the field are specific conductance, pH, and temperature. These parameters should be measured continuously throughout the pumping period. Continu- ously monitoring these parameters is particularly important for infrequently sampled monitor wells. 7. A sample should be collected only after the field parameters have stabilized for a period of time. The data provided in the text indicate that conductivity is the most representative pa- rameter of infusion of aquifer water in the well bore or cas- ing. -However, it is suggested that all of the parameters (i.e., pH, temperature, and specific conductance) be utilized to determine representative aquifer water to prevent premature sample collection due to the failure of field apparatus. 8. The sample should be collected as close to the well head as possible to avoid potential contamination, precipitation of solutes, and the loss of dissolved gases. In addition to providing consistency with respect to pump placement, field measurements, etc. among the different sampling dates, these recommenda- tions also provide a means for establishing the sampling protocols for each 13 ------- well. This is an important aspect in that the data presented in Section 3 in- dicate the duration of pumping required for an equilibrated discharge may vary substantially from well to well. Therefore, the individual testing of each well is critical to representative sample collection. In addition, these pro- tocols should be updated periodically for each well, particularly for wells with large open intervals. In addition to the technical aspects, there are some cost considerations that need to be evaluated. Table 1 provides the approximate sampling costs for four different sampling methods and corresponding well design necessary for the sampling tool. The sampling methods evaluated were a fixed submersi- ble pump, portable submersible pump, bailing, and swabbing. For comparison purposes, the costs for each sampling method were developed under a quarterly sampling frequency of 12 Upper and Lower Aquifer wells for a 5-year period. Based on the data presented in Table 1, it is apparent that the bailing method is the best approach from a cost perspective. The portable submersible pump and swabbing methods are very expensive compared with the bailing method and, therefore, are not recommended. Although the fixed submersible pump clearly has some economic trade-offs when compared with bailing, there are some technical advantages to using this approach and the fixed pump should not be ruled out. The data comparing samples collected by bailing with samples collected by pumping for deep aquifer wells indicate that more representative samples are collected via a pump. Therefore, it is recommended that each method be evaluated according to the type of well design and the overall moni- toring strategy. It appears that the bailing method works well for the "near- retort" type of well designs (i.e., wells with fine levels of completion), whereas a fixed submersible pump provides better results in wells that are completed over a large interval. Sampling Frequency Proper selection of well sampling frequency is a function of potential pollutant mobility, and when hard data are not available, the selection is of- ten made by trial and error. Shallow groundwater systems commonly display re- sponse to seasonal or otherwise cyclic events of recharge and infiltration of dissolved constituents from the surface. Regional pumping patterns can also affect the variability of water quality in both deep and shallow wells. Such variability would necessitate relatively greater sampling frequencies. The aquifers to be monitored for the impacts of abandoned MIS retorts are relatively deep and not subject to great variability from recharge events. Such influence of cyclic events is usually attenuated during slow passage through the aquifer. Hence, a somewhat low sampling frequency is appropriate. Another consideration is the sequence of events leading to abandonment, namely, mine-retort operation, termination of retorting, termination of dewa- tering, and recovery of aquifer water levels in the mine-retort area. During the operational phase, particularly when dewatering is appreciable, no re- leases would be anticipated from the MIS retorts. Thus, low-frequency sam- pling (e.g., annual) would be adequate. If dewatering is via wells (rather than strictly from the mine itself), the dewatering wells (sampled 14 ------- individually) may be an acceptable location for sampling. Any groundwater flow within the retort field during this dewatering phase would be dominated by and directed toward the dewatering wells. Thus, any appreciable groundwa- ter movement in the retort interval would be effectively sampled by these wells. During the time from cessation of dewatering through stabilization of wa- ter levels, the groundwater system would be in a state of flux and rapid changes in water quality may occur. During this period, more frequent sam- pling is recommended. Initially, monthly sampling is appropriate to establish patterns of temporal variability. This frequency can then probably be dimin- ished to semiannual and then perhaps to annual as time trends are established. Several years may pass before these low frequencies are appropriate. Sample Preservation and Handling Delayed receipt of samples at the analytical laboratory and incorrect preservation techniques can significantly adversely affect sample chemistry. To prevent any potential sample modification, the following sample preserva- tion and handling procedures are recommended: Sample volumes, preservatives, and containers should be selected according to the EPA-recommended procedures presented in Methods for Chemical Analyses of Waters and Wastes (U.S. Environmental. Protection Agency, 1979). The samples should be filtered in the field through a 0.45-micron filter before preservation. Data on past water quality trends should be consulted to detect any anomalous data during the sampling effort. Specific conductance, pH, and temperature should be measured in the field at the time of sample withdrawal. This also applies to oxidation-reduction potential and dissolved oxygen determina- tions, if desired. Accurate field notes should be maintained for future data evalua- tion. These notes should include: specific times and dates the activities were performed, water levels, source of sample, weather conditions, well completion data, sample collection method, field observations, reason for sampling, field measure- ments, problems encountered, and the sample collector's identity. t The samples should be shipped each day from the field to the ana- lytical laboratory via commercial plane or bus. Both methods are reliable and inexpensive, and provide reasonable assurance against prolonged sample storage. If the samples cannot be shipped and received at the laboratory within 24 hours, on-site analytical facilities should be provided. 15 ------- t The chain of custody for the sample should be recorded and be as limited as possible to prevent excessive sample handling, which can result in shipment and analysis delays. Individuals should be designated both in the field and at the laboratory to maintain adequate quality control with respect to sample handling and analysis activities. If these procedures are followed, sample handling and preservation tech- niques should not affect the analytical results. Selection and Preservation of Constituents for Monitoring Recommended monitoring constituents for general water quality, major in- organics, organics, and trace metals are given below. Sample preservation and handling requirements for these water quality pa- rameters are dictated by the nature of the constituents to be analyzed. For the recommended constituents, the holding times listed below are recommended by U.S. EPA (1974). Bottle requirements (plastic versus glass) are also pro- vided in this reference. Filtering of samples immediately after collection is recommended with addition of chemical preservatives in the field at the time of collection or addition of preservatives to sample bottles prior to initia- tion of field activities. Preservation techniques include: Preservative General water quality constituents Total dissolved solids (filterable residue) Conductance pH Alkalinity Major inorganics Calcium, magnesium, potassium, and sodium Bicarbonate Carbonate Chloride Cool, 4°C Cool, 4°C Determine on site Cool, 4°C Nitric acid to pH < 2 Cool, 4°C* Cool, 4°C* None required Maximum holding time 7 days 24 hours 6 hours 24 hours 6 months 24 hours* 24 hours* 7 days (continued) * Assumed same as alkalinity. 16 ------- Preservative Major inorganics (continued) Nitrate Sulfate Fluoride Ammonia Phosphate Organics Dissolved organic carbon Kjeldahl nitrogen Trace metals Arsenic Selenium Vanadium Molybdenum Mercury Cool, 4°C Cool, 4°C Cool, 4°C Cool, 4°C, sulfuric acid to pH < 2 Cool, 4°C Cool, 4°C, sulfuric acid to pH < 2 Cool, 4°C, sulfuric acid to pH < 2 Nitric acid to pH < 2 Nitric acid to pH < 2 Nitric acid to pH < 2 Nitric acid to pH < 2 Nitric acid to pH < 2 Maximum holding time 24 hours 24 hours 7 days 24 hours 24 hours 24 hours 24 hours 6 months 6 months 6 months 6 months 38 days (glass container) The short holding times listed here will be difficult, if not impossible, to accomplish in the remoteness of the oil shale region unless on-site labo- ratory facilities are developed. Such an approach is recommended for the following: t Conductance pH Alkalinity t Carbonate Bicarbonate t Chloride 17 ------- Ammonia (electrode method) t Fluoride (electrode method). Since it may not be feasible to meet the listed holding time requirements for many of the constituents listed (e.g., IDS, nitrate, sulfate, phosphate, DOC, and Kjeldahl nitrogen), it is recommended that testing be initiated so that more suitable holding times for the waters in question can be defined and the nature and significance of errors evaluated. Sample Analysis Recommendations for sample analysis are as follows: 1. Routine monitoring of recommended constituents listed in the preceding discussion of sample preservation and handling 2. More extensive sample collection and analysis (such as unique indicators discussed in Slawson, 1980a, Section 10) should the routine sampling program indicate an impact of MIS retorts on groundwater quality 3. Use of standard analytical methods. The constituents listed in the preceding discussion of sample preserva- tion were selected for routine monitoring because high levels are expected should materials leach from MIS retorts. In addition, constituents include those which allow data checks (TDS-conductivity, cation-anion balance, etc.) to be performed as a quality control measure. Should this routine monitoring program indicate an impact of MIS retorts on groundwater quality, more exten- sive analysis of samples is recommended. This analysis should include the sets of possible unique indicators presented in Slawson, 1980a, Section 10. This recommended list of constituents includes fewer constituents than the analysis sets of presently implemented monitoring programs, such as out- lined in Slawson, 1980a, Section 9. This shortened list should allow detec- tion of groundwater quality impacts due to MIS retorts while economizing on analytical needs. Other sets of constituents, such as various organic fractionations and stable isotope ratios, need to be evaluated further, particularly the inter- pretation of such data with regard to indicating the impact of oil shale by- products. Standard analytical methods, such as presented by U.S. EPA (1974) or in Standard Methods (American Public Health Association, 1976), should be emp 1 oyecT Interpretation of Uater Quality Data The purpose of interpreting water quality data is to define quality trends, identify new pollution problems or regions of improvement, and assess the effectiveness of pollution control activities. To ensure the utility of the water resource information collected, data analysis procedures include 18 ------- (1) checks on data validity and (2) methods of presenting the resulting infor- mation so it is useful for environmental description or control purposes. Data checking procedures include: Cation-anion balance TDS-conductivity comparison Conductivity-ion comparison (meq/1) t Diluted-conductance method. Data presentation and interpretation are key aspects of monitoring for environmental detection and control. Several methods are available for orga- nization and presentation of water quality data. These include tabulation and graphical tabulation of appropriate water quality criteria or standards, pro- viding a format for screening data, and identifying important sites or pollu- tant constituents. Presentation of ionic concentration as milligrams per liter or mi 11iequivalents per liter and segmentation of contributing compo- nents, such as total and noncarbonate hardness or phenolphthalein and methyl orange alkalinity, are useful techniques for data correlation and evaluation. Further discussion of data analysis procedures is provided in Section 3. 19 ------- SECTION 3 HYDROGEOLOGIC CHARACTERIZATION METHODS Much descriptive information and data have been published on the geologic and hydrologic characteristics of the oil shale regions of Colorado, Utah, and Wyoming. These studies, however, have been largely regional in scope, leading to a generalized focus on developmental groundwater quality monitoring plans, rather than environmental protection site- and source-specific orientations. The goal of this study has been to develop support information that will pro- vide a procedure for obtaining valid groundwater quality data to provide an evaluation and decision-making framework for design of monitoring programs to protect the environment and water quality at specific development sites. This study is intended to be a planning document that will provide a technical basis and a methodology for the design of groundwater quality monitoring pro- grams for industrial oil shale developers and the several governmental agen- cies concerned with environmental planning and protection. The Piceance Creek Basin of Colorado, where the richest oil shale deposits lie and where it is expected that most future leasing and industrial development will occur, is discussed in this study. The general procedures and framework for environmen- tally sound hydrogeologic characterization, however, are valid for other oil shale regions. Most of the hydrogeologic characterization methods described in this study will be employed during the initial exploration/resource evaluation phase of industrial development. Some methods will be employed during the mine development phase, while others, such as sample collection for ongoing water quality monitoring, will be conducted over the entire life of the proj- ect, including the postclosure period. To plan, design, and conduct a hydrogeologic characterization program as a basis for designing a groundwater monitoring strategy, a general understand- ing of basin hydrogeology is necessary. The following subsections describe the Piceance Basin hydrogeology. GENERAL BASIN HYDROGEOLOGY The area contains three important aquifer systems: the Lower Aquifer, the Upper Aquifer, and the alluvial aquifers. The Lower Aquifer occurs in the Parachute Creek Member below the Mahogany Zone, and the Upper Aquifer is above the Mahogany Zone (see Figure 2). The alluvial aquifer system occurs in the stream valley bottoms. 20 ------- 9.000 I ^v. Lower a 3.000 024 6 KILOMETRES VERTICAL EXAGGERATION X 21 DATUM IS MEAN SEA LEVEL Figure 2. Geologic section through Piceance Basin along north-south line between Tracts C-a and C-b (Weeks et al., 1974). ------- Lower Aquifer The Lower Aquifar is bounded generally on the top by the Mahogany Zone and on the bottom by the shales of the Garden Gulch Member. Porosity is mostly secondary, resulting from fracturing and jointing of the marlstone and oil shale of the lower Parachute Creek Member. Porosity also results from the solution of the evaporite minerals in the saline section at the base of the Parachute Creek Member. Removal of these soluble minerals by groundwater has created a zone of high permeability (known as the leached zone) at the top of the saline section. The saline section below the leached zone still contains its original salts. Because of the high electrical resistivity of the salts, which characterizes this zone on geophysical logs, it is called the "high re- sistivity" (HR) zone. Inasmuch as both the high-kerogen-content oil shales and the saline minerals of the HR zone are rather ductile, the HR zone has ex- perienced little fracturing and has a low permeability. Because of these characteristics, in the center of the basin the HR zone forms the lower con- fining stratum. The fracture-solution of this confined aquifer results in heterogeneous hydraulic characteristics. In general, transmissivity increases with the sol- uble mineral content from the margins to the center of the basin. The degree of fracturing, resulting from deformation, increases toward the structural axis of the basin, and northwest along the axis. Weeks et al. (1974) esti- mated that the average transmissivity varies from 130 ft^/day near the south- eastern corner of the basin, to 670 ft2/day in the area between Yellow and Piceance Creeks. They estimated the storage coefficient to be on the order of 10"4 and the specific yield to be 10~1. Well yields of 200 to 400 gallons per minute (gpm) are typical. Upper Aquifer The Upper Aquifer is separated from the Lower Aquifer by the Mahogany Zone. Although no interaquifer response was observed during vertical perme- ability tests, Weeks et al. (1974) have concluded that considerable movement of water between the aquifers does occur. They base this conclusion on the fact that the water level in the two aquifers rarely differs by more than 100 feet over the 1,200-foot head drop of the two aquifers across the basin. The Upper Aquifer zone is composed of the Parachute Creek Member above the Mahogany Zone and the Uinta Formation. The lower portion of the Uinta Formation is divided by numerous tongues of the Green River Formation. Al- though the primary porosity of the sandstones is greater than that of the marlstones, the sandstone porosity has been decreased by precipitates from groundwater, while fracturing has increased the permeability of the marl- stones, which are more susceptible to fracturing than the Uinta sandstones. The sandstones, therefore, tend to form confining layers for the marlstone aquifers. The Upper Aquifer is generally confined but is unconfined in many locations, depending on the relationship of the water level and the lithology. Strata containing nahcolite (NaHC03) solution cavities, which occur in the southern part of the basin, should form transmissive layers. 22 ------- The transmissivity (T) varies with saturated thickness, degree of frac- turing, degree of solution, and location of wells with regard to fractures. Calculated T values range from 8 to 1,000 ft2/day. The saturated thickness, degree of solution, and transmissivity increase toward the basin center. Weeks et al. (1974) considered representative values to be 70 fWday around the rim, 130 ft2/day in the area around the center, and 270 ft2/day in the center. Porosity ranges from 10 percent to 1 percent. It is highest in the cen- ter, where solution cavities are present, and least around the edges. The calculated storage coefficient is on the order of 10"J, indicating confined conditions. The total storage is probably somewhat less than that in the Lower Aquifer due to lower saturated thickness and porosity. Since the difference in water level between the two aquifers is rarely more than 100 feet, the potentiometric map of either the Upper or Lower Aqui- fer should not differ greatly. The potentiometric configuration is determined by the transmissivity distribution and the recharge and discharge characteris- tics. Recharge occurs around the rim of the basin, the gradual infiltration of snowmelt in the spring probably being the major source. The downward po- tential difference between the two aquifers around the rim of the basin indi- cates that most of the recharge is to the Upper Aquifer and that the Lower Aquifer is recharged by leakage from the Upper Aquifer through the Mahogany Zone. The water migrates toward the center of the basin, where it discharges to Piceance and Yellow Creeks at some locations. Here, the head of the Lower Aquifer is higher than the Upper, and Lower Aquifer discharge is through the Upper Aquifer. Alluvial Aquifers Alluvial sediments line most of the major stream valleys and are usually saturated at their base. They are thickest along Piceance and Yellow Creeks. Near the confluence with the White River, there may be 100 feet or more satu- rated alluvium underlying Piceance Creek. All of these aquifers follow the slope of their stream valleys. They are recharged in their upper reaches from streams and from snowmelt. In the lower sections, they are recharged from the deep aquifers and, in turn, discharge to the streams, maintaining the base flow. The hydraulic conductivity of these unconsolidated alluvial deposits is high, reflected in transmissivities of 2,700 to 20,000 fWday. Their un- consolidated nature also results in high specific yields, on the order of 20 percent. In spite of these favorable aquifer parameters, the alluvial aqui- fers are not desirable areas for large-scale water development because of the small total storage and boundary effects created by the aquifer morphology. In addition, withdrawal from the aquifers is sure to affect the stream base flow adversely, and with it agricultural interests, wildlife habitat, and ex- isting water rights allocations. 23 ------- GEOPHYSICAL METHODS Phase I study efforts are documented in Slawson (1980b) and summarize geophysical methods that may be appropriate in defining the hydrogeologic characteristics in oil shale environments. This comprehensive review includes a wide range of geophysical well-logging techniques available through major logging companies. The utility of these geophysical tools for defining hy- draulic properties in typical oil shale stratigraphy was not addressed in the Phase I study. This appraisal was conducted as part of the following Phase II efforts. Suites of geophysical logs run during the post-leasing exploration stud- ies on the Federal oil shale tracts in the Piceance Basin have been reviewed. Log suites for oil shale Tracts C-a and C-b are given in Tables 2 and 3, re- spectively. These tables show that while similar suites of logs are run on both of the Colorado tracts, specific logs are emphasized. For example, the engineering production (spinner) logs perform well and are commonly run on Tract C-a but seldom, if ever, on Tract C-b. Sonic logs are used extensively on Tract C-b but only infrequently used on Tract C-a, where three-dimensional velocity logs provide much of the same acoustic information. Use of alternate logging tools reflects, in part, individual log response, the information de- sired from their interpretation, the preference of the geophysical program coordinator, the logging service company selected to perform the work, and specific data-gathering requirements externally imposed on the exploration ef- fort. Therefore, the most commonly run logs indicated in Tables 2 and 3 may not reflect the most appropriate suite for defining the hydrogeology in any one oil shale region. Exploration studies on the Federal tracts are primarily interested in re- source characterization. Defining the hydrogeologic framework, while impor- tant to the mine design, is initially of secondary importance. In the Phase II studies, Tempo reevaluated the geophysical exploration data with definition of the hydrogeologic framework as a primary focus. Following a review of these geophysical data and discussions with the major well-logging companies, a suite of logs has been selected to evaluate the hydrologic characteristics of test holes in an oil shale environment. This does not imply that a single suite of logs would be best suited for all boreholes. Unique borehole condi- tions must be dealt with on a site-specific basis. However, it is instructive to select a suite of geophysical logs and evaluate their effectiveness in de- fining the hydrogeologic framework in an oil shale environment. The following suite of logs has been selected for this purpose: Temperature log 3-D velocity log t Caliper log Sonic/acoustic log t Gamma-ray log Density log Spinner log Electric log Radioactive tracer log Seisviewer log. 24 ------- TABLE 2. GEOPHYSICAL DATA COLLECTION, TRACT C-a Well designations Gulf-Standard core holes Monitor holes Geophysical logs 1 2-3 4-5 6 7 8 9 10 11 12 13 14 15 1 ro tn Schlumberger Dual Induction Laterolog X X Compensated Neutron Formation Density X X Borehole Compensated Sonic-Gamma Ray X Engineered Production (Spinner-Temp) Continuous Directional Birdwell Electric Gamma-Ray Density Neutron Three-Dimensional Velocity X Temperature X X Spinner X X Caliper (only) X Seisviewer X Nuclear (Ganma-Ray-Neutron) Density X Ganma-Ray Density Continuous Directional Inclinometer X X X X X X XXX XXX XXX X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X XX XX XXX XX XXX X X X X X X X X X X X X X X X X X X X X X X X X X ------- TABLE 3. GEOPHYSICAL DATA COLLECTION, TRACT C-b ro 01 Geophysical logs Schl umber ger Borehole, Compensated Sonic Laterolog Formation Density Nuclear Formation Density Temperature Birdwell Three-Dimensional Velocity Electric Density Nuclear Caliper Temperature AT-1 AT-la AT-lb AT-ld SG-1 X XXX X XXX X XXX X X X X X X X X X X X X X Well Designation SB-la SB-8 SB-9 SG-10 SG-11 SG-17 SG-18 SG-19 SG-20 SG-21 Cb-1 Cb-2 Cb-3 XX XXXXXX XX X X X X X XXX XXXXX xxxxxxxxx X X X X X X XXX ------- A discussion of each of these logs has been developed for its specific use in defining hydraulic parameters of interest. As with all geophysical studies, conjunctive use of the individual logs is important in improving the accuracy of the interpretation. In addition, alternative data sources, e.g., water production tests and computer analogs that complement the geophysical record, are used wherever possible. In compiling the information on current logging methods and sonde instru- mentation, the logs from four major logging service companies were evaluated: Birdwell Division of Seismography Service Corporation, Schlumberger Well Ser- vices, Dresser Atlas, Inc., and Welex, A Halliburton Company. Data developed during the study was drawn from interviews with logging company personnel, in- formation sheets and catalogs provided by the companies, and a review of logs run in wells on Federal Oil Shale Tracts C-a and C-b. Cost data for logging services was taken from the most current Rocky Mountain price schedules for the respective companies. Current prices may vary from those quoted in the text. Temperature Log Principle of Operation-- Temperature logs were run on nearly every test hole during exploration efforts on the Federal oil shale tracts. Temperature logs are made by passing a temperature electrode down a cased or an uncased hole. Temperature logs use a sonde with a resistance-type thermocouple or a wire calibrated to correlate resistance variations with temperature variations. In the former, a junction of two dissimilar metallic conductors is housed in a protective cage. An electromotive force is inducted at the junction when the conductors are main- tained at different temperatures. This force is measured and recorded on strip charts or a magnetic tape at the surface. In the latter, the sonde uses a length of platinum wire that rapidly assumes the temperature of the borehole fluid. Variations in the temperature of the wire produce changes in resis- tance that are detected at a bridge circuit in the sonde. These signals are transmitted to a recording device at the surface. The diameter of temperature sondes range from 1 to 3-5/8 inches and can be run down boreholes 2 to 20 inches in diameter. The temperature tool is used in a wide variety of borehole environments including water, mud, oil, or air. Two passes of the temperature sonde should be recorded for each test hole studied. Both runs are made down the borehole. The first measurement should be made immediately after pulling the drill string and before natural circula- tion becomes established. The second run should be made at the end of the logging program. If the drilling fluids have been well circulated, the first run will provide an indication of the natural geothermal gradient, which can be used as a reference to compare anomalies from the second pass. Temperature anomalies show up at varying times after circulation has ceased, depending on the thermal conductivity of the formation penetrated, the flow rates within the well bore, and the diameter of the well. 27 ------- On the oil shale tracts, temperature logs provide indications of fluid entry and exit from the well bore. In subsequent hydraulic studies they can be used to locate formation waters leaking through casing, which could create a contamination problem for water quality evaluations. During retorting, tem- perature logs can be used to detect and monitor excursion events. Figure 3 is a computer plot of a typical temperature log from Federal Oil Shale Tract C-a. The log shows the effect of cooler formation water entering the well bore through small permeable zones between 580- and 850-foot depths. This water flows down the borehole, depressing the natural geothermal gradient to a depth of 1,420 feet. Below 1,420 feet, the sharp increase in fluid tem- perature suggests that the cooler waters have entered a "thief zone" and are no longer depressing the temperature of the borehole fluid. Cost Data- Costs for running temperature logs are computed based on per foot depth and operation charges. Minimum costs per test hole are based on 2,000 feet of logged hole. Current price schedules for the four major logging service com- panies are given in Table 4. Evaluation- Temperature logs are useful in providing indications of fluid movement in well bores and are essential in establishing baseline temperature data. Such information is utilized in subsequent pollutant migration evaluations or geo- chemical studies. Temperature anomalies found on Tract C-a are primarily the result of well developed flow patterns from the Upper to the Lower Aquifer systems. These conditions are favorable for deducing hydraulic data from temperature logs. Tract C-b wells show less anomalous conditions, with many plots reflecting the natural geothermal gradient of the area. These logs are less instructive. Caliper Log Principle of Operation Caliper logs provide a continuous record of the variation in the diameter of the uncased drill hole. Several sonde configurations are available, e.g., two-, three-, four-, and six-arm devices. The average diameter of the hole is described by the tips of the arms of the device, which, when extended, contact the sides of the drill hole. The independent action of each arm, when grouped into pairs of opposed arms spaced 120 degrees apart, provides a direct mea- surement of up to three specific borehole diameters. These can be recorded simultaneously on a strip chart, with or without the calculated average hole diameter. The caliper log is run by lowering the sonde to the bottom of the test section, actuating the arms, and pulling the tool out of the hole. It is com- monly run with a temperature device or other logging tools. 28 ------- 60 t- 55 ol tc 3 < 50 at a. 45 40 - I I I 1 I i 1 I I I I I I I I I 1 I I I I I I I I I I I I I I I t II I _L I .... I 500 600 700 800 900 1,000 1,100 DEPTH (feet) 1,200 1,300 1,400 1,500 1,600 Figure 3. Computer plot of a typical temperature log from Tract C-a. ------- TABLE 4. COST SCHEDULE FOR TEMPERATURE LOGS (dollars) Depth Company/Service Birdwellb Temperature Differential temperature per foot 0.22 0.22 minimum3 440.00 440.00 Operation per foot 0.19 0.19 minimum3 380.00 380.00 Total minimum3 820.00 820.00 Schlumberger0 High resolution 0.26 temperature Dresser Atlas Differential temperature 0.28 Welex6 Precision temperature log 0.25 520.00 0.21 560.00 500.00 0.20 420.00 940.00 750.00 1,310.00 400.00 900.00 Notes: aAll the service companies have a 2,000-foot minimum. Birdwell Rocky Mountain Price Schedule, June 1980. GSchlumberger Rocky Mountain Price Schedule, October 1979. Dresser Atlas Rocky Mountain Price Schedule, July 1980. Welex Rocky Mountain Price Schedule, January 1980. Caliper logs are primarily used to determine the volume of the drill hole and thus the annular space between the casing and the well. They are useful in identifying and permitting the correlation of nonround boreholes from well to well. In hydraulic testing, caliper logs are useful in the selection of competent beds required for setting packers. In general, determination of ac- curate borehole diameters is essential for quantitative interpretation of pro- duction engineering (spinner), electric, acoustic, density, and radiation logs. In oil shale stratigraphy, they are useful in locating soft, friable, or fractured zones, which are associated with porous and permeable beds. The caliper sonde ranges in diameter from 1-5/8 to 3-5/8 inches for the three- and the six-arm tool, respectively. The smaller tool can be operated in a 3- to 30-inch-diameter borehole, while the larger tool requires a minimum hole diameter of 6 inches. They operate equally well in air-, mud-, oil-, and water-filled holes. 30 ------- Cost Data Service company costs for running the caliper log is computed based on a per foot depth and operation charge. Minimum charges, based on 2,000 feet of logged hole, are given in Table 5. TABLE 5. COST SCHEDULE FOR CALIPER LOGS (dollars) Depth Operation Total Company/Service per foot minimum3 per foot minimum3 minimum5 Birdwell Caliper (3-arm) 0.22 440.00 0.19 Caliper (6-arm) 0.22 440.00 0.17 380.00 340.00 820.00 780.00 Schl umber ger Caliper (all) 0.26 520.00 0.21 Dresser Atlas Caliper (4-arm) 0.26 520.00 0.21 Welex6 Caliper (4-arm) 0.20 400.00 0.18 Notes: A 1 1 r*S*WB>*4>«*« >* AM*M * M 4 A «* L* «>1 A 4 O C\f\f\ £ f*.fH± * 4 M 4 *> I*M 420.00 940.00 420.00 940.00 360.00 760.00 Birdwell Rocky Mountain Price Schedule, June 1980. Schlumberger Rocky Mountain Price Schedule, October 1979. Dresser Atlas Rocky Mountain Price Schedule, July 1980. eWelex Rocky Mountain Price Schedule, January 1980. Evaluation In the dense, tight, oil-shale stratigraphy, fracture patterns control the secondary porosity and permeability within the formation. These fractured areas lead to zones of weakness in the borehole that may be subject to caving or raveling. Caliper logs are designed to detect these out-of-gage portions of the drill hole and therefore provide indirect information on porosity and permeability in oil shale environments. To evaluate this relationship, pump tests and spinner logs were compared to caliper logs. Below the static water level in the Federal oil shale tract wells, permeable zones correspond well with borehole enlargement due to caving (see Figure 5, page 41); i.e, lower permeabilities were found throughout in-gage sections of the holes, while 31 ------- large washouts, in general, corresponded to zones of higher permeability. Al- though the comparative evaluation is only qualitative, caliper logs are useful in directing hydraulic test programs to potential zones of permeability for further injection or production testing. Gamma-Ray Log Principle of Operation-- Gamma-ray logs measure emissions from natural radioactive materials found in all rocks. When the gamma rays emitted from the formation penetrate the sonde detector, usually a scintillometer, an electrical pulse is produced and transmitted to the surface recorder through electrical cables. The gamma-ray log is thus a curve relating depth to the intensity of natural radiation. Be- cause clays and shales are considerably more radioactive than carbonates, i.e., limestone or dolomite, and sandstone, this geophysical tool is espe- cially useful in "fingerprinting" lithologic sequences that are correctable across well fields. The gamma-ray sonde measures 1-5/8, 2-3/4, and 3-5/8 inches in diameter, depending on the company and tool selected, and can be used in a 2- to 15- inch-diameter borehole. The gamma-ray tool operates in all test hole environ- ments and is effective in cased and uncased holes. In cased holes, it is combined with a casing collar locator for depth control while measuring com- plementary parameters and providing information on the cased lithology. In uncased holes, it can be combined with temperature, density, caliper, and other types of neutron logs. Cost Data-- Service company costs for gamma-ray logging are divided into depth and operation charges with minimum fixed prices per hole. Price schedules for the four major logging companies are given in Table 6. Evaluation The gamma-ray log is run separately or in combination with other logging tools on nearly every test hole on the Federal oil shale tracts. It is pri- marily used for lithologic correlation between tract wells and for depth con- trol. Detailed core analysis for tract wells provides a better source for lithologic information, however, and supersedes the data from gamma-ray logs. The shale correction factor determined from the gamma-ray log is the key pa- rameter in the petroleum industry but is not useful to the oil shale industry. Spinner Log Principle of Operation The spinner, or engineering production, log measures vertical flow in the borehole. The sonde consists of a propeller-type blade mounted to rotate about a vertical axis. Rotation of the blade is measured in counts per minute as a magnetic coupling passes a fixed reference point on the shaft, sending an 32 ------- TABLE 6. COST SCHEDULE FOR GAMMA-RAY LOGS (dollars) Depth Operation Total Company/Service per foot minimum3 per foot minimum3 minimum3 Birdwellb Schlumberger0 Dresser Atlas Welex6 Notes : 0.22 0.26 0.26 0.20 440.00 520.00 520.00 400.00 * O AAA _ff..~.J. 0.19 0.21 0.22 0.18 . 380.00 420.00 440.00 360.00 820.00 940.00 960.00 760.00 Birdwell Rocky Mountain Price Schedule, June 1980. cSchlumberger Rocky Mountain Price Schedule, October 1979. Dresser Atlas Rocky Mountain Price Schedule, July 1980. eWelex Rocky Mountain Price Schedule, January 1980. electrical pulse to a surface recording station. Counts per minute are con- verted to flow past the sonde based on hole diameter, blade size, configura- tion etc. Measurements can be recorded with the sonde in a fixed position or while it is being lowered into or pulled out of the borehole. When recordings are made in the fixed position, the vertical flow rate in the hole must be sufficient to overcome the mechanical friction of the tool. This minimum flow rate will vary depending on the configuration and general condition of the sonde, the size of the blade, and the diameter and degree to which the hole is in gage. For example, experience has shown that a sonde with a 4-inch diame- ter blade inserted in a 5-inch hole requires a flow rate of approximately 5 ft/min to overcome mechanical friction, and give an accurate measurement in a fixed position. To minimize the effect of friction and measure small flow rates, the sonde is moved up and down the well at a constant rate. Unlike temperature, caliper, or gamma-ray logs discussed earlier, the spinner log is a qualitative rather than a quantitative tool, requiring care- ful calibration for each test hole. Calibration charts can be developed by plotting counts per minute (cpm) versus logging speed. Figure 4 shows a cali- bration plot for a hypothetical 5-inch-diameter hole. Data for construction of the plot were gathered as follows: t A gaged section of the borehole is selected, based on the caliper log t Preliminary up- and down-hole spinner measurements are made to ensure that there is no vertical flow in the test section 33 ------- Three or more passes up and down the test section are made at varied logging speeds and the cpm readings recorded for each pass Counts per minute versus logging speed plot is constructed as shown in Figure 4. UJ D oc UJ a. V) t- O o i r i i i f THRESHOLD OF MECHANICAL FRICTION I I I I I DOWN-HOLE MEASUREMENT UP-HOLE MEASUREMENT I I I I I I I 10 20 30 40 50 60 70 LOGGING SPEED (ft/min) 80 90 100 110 Figure 4. Spinner log calibration plot. Calibration plots can also be made for specific out-of-gage borehole con- ditions if significant fluid production is suspected from a given strati - graphic horizon. In this case, a static test section with similar borehole characteristics can be used for construction of the calibration plot. In gen- eral, sections with high rugosity produce turbulent flow in the well bore and are extremely difficult to accurately calibrate. Following construction of the calibration plot(s), a single run of the spinner tool should be sufficient to determine vertical flow velocity in the well. However, if the sonde is moved in the same direction and at approxi- mately the same rate as the borehole, fluid mechanical friction of the tool will not be overcome and inaccurate flow measurements will result. This can be overcome by recording flow rates while moving the tool both up and down the hole at a constant rate. Comparison of the two velocity versus depth logs would show the velocity and direction of fluid movement more clearly. Cost Data- Costs for running a spinner survey are calculated based on the depth, op- eration expenses, and the number of passes that are made up and down the hole. These costs are given in Table 7. 34 ------- TABLE 7. COST SCHEDULE FOR SPINNER SURVEYS (dollars) Depth Operation Total Company/Service per foot minimum3 per foot minimum3 minimum3 Birdweir Spinner survey0 0.22 440.00 Schlumberger Continuous flowmeter6 0.27 540.00 Second pass (in 0.22 440.00 combination) Dresser Atlas Spinner Flolog 0.28 560.00 Additional runs 0.19 380.00 Welex9 Spinner" 0.20 400.00 350.00 740.00 620.00 790.00 1,280.00 1,060.00 750.00 1,310.00 550.00 930.00 0.20 400.00 800.00 Notes: aAll service companies have a 2,000-foot minimum. bBirdwell Rocky Mountain Price Schedule, June 1980. cIncludes one recorded run down and one recorded run up. For additional recordings at different logging speeds, add $0.07/ft, $105.00 minimum. Schlumberger Rocky Mountain Price Schedule, October 1979. elf more than one descent is made into a well with the same tool, each descent is considered a separate service and charged at the single service rate. fDresser Atlas Rocky Mountain Price Schedule, July 1980. 9Welex Rocky Mountain Price Schedule, January 1980 Available in limited areas. Evaluation Semiquantitative information can be developed from spinner surveys on a site-specific basis when calibration plots are carefully constructed. How- ever, these data are dependent on the hydraulic head relationship and there- fore on the dynamic flow characteristics of the permeable beds penetrated and interconnected by the well bore. For example, quantitative flow data can be derived from spinner logs run in boreholes that intercept two permeable zones with sufficiently different hydraulic heads to allow flow from one zone to 35 ------- another. This condition exists on Tract C-a, where water flows in response to potential differences from the upper to the lower permeable zones. The flow measured, however, does not necessarily reflect the true ability of an aquifer to produce or accept fluid from the borehole, but rather provides information on the existing flow system and provides lower limits of permeability and wa- ter production. Likewise, if two highly permeable beds are interconnected by a well and have nearly equal hydrostatic heads, the spinner survey provides little information on the aquifer hydraulics since no flow would occur in the well. This is perhaps one reason why spinner surveys are not as useful nor as commonly run on Tract C-b wells as on Tract C-a wells. Radioactive Tracer Log Principle of Operation The radioactive tracer sonde consists of an ejector that extrudes a 1, 1^ short-lived radioactive source (1, 1) ^n^0 the borehole and one or two detecting elements. If a single-element sonde is used in logging, the radio- active source is emitted and the detecting element is moved through the source to determine its location in the borehole. After a short period of time, the detecting element is again moved up or down the hole to locate the source, and from the time-distance relationship the flow rate in the well can be calcu- lated. With two detecting elements at fixed distances on the sonde, the source material is ejected and detected at the same time, and the tool does not have to be moved, thus reducing dispersion of the source and increasing the peakedness of the log trace, hence providing greater accuracy in locating the radioactive material in the well. With this type of tool, the source ejector can be located at either the top or bottom of the sonde to measure flow up or down the borehole. The borehole instrument comes in 1- and 1-5/8-inch diameters and can be run in 1-1/2- to 12-inch-diameter wells. It will operate in all fluid-filled holes. Cost Data- Service charges for running radioactive tracer logs are given in Table 8. These include standard per foot and operating costs, as well as radioactive material ejector fees. Evaluation The accuracy of the radioactive tracer log depends on the peakedness of the source-detecti on-versus-depth plot. This is primarily a function of know- ing where the source is in the borehole. While tracer logs do not have the mechanical friction problems inherent in the spinner tool, extremely low bore- hole velocities provide time for diffusion of the source material and spread of the radiati on-versus-depth plot, thereby limiting the accuracy of the mea- surements. Also, turbulence associated with higher flow rates tends to dis- perse the source material, especially in permeable areas where rugosity is often a significant characteristic of the borehole. 36 ------- TABLE 8. COST SCHEDULE FOR RADIOACTIVE TRACER LOGS (dollars) Depth Operation Company/Service Total per foot minimum3 per foot minimum3 minimum0 Birdweir Radioactive tracer profilec _d .e,f Schlumberger Radioactive tracer5 Second run Dresser Atlas9 Tracelog Additional runs Welex1 Radioactive tracer^ 0.22 0.27 0.22 0.28 0.19 0.20 440.00 540.00 440.00 560.00 380.00 400.00 0.19 0.14 380.00 740.00 520.00 750.00 550.00 280.00 820.00 1,280.00 1,080.00 1,310.00 930.00 680.00 Notes: aAll service companies have a 2,000-foot minimum. bBirdwell Rocky Mountain Price Schedule, June 1980. cRadioactive material ejector charge: $150.00 for the first ten stations and $0.11 per station thereafter. dSchlumberger Rocky Mountain Price Schedule, October 1979. eWith radioactive tracer logging, an added charge of $112.00 per ejection of radioactive material is applied when a down-hole ejector tool is used. Radioactive material is charged at cost plus 10 percent handling charge. ^Dresser Atlas Rocky Mountain Price Schedule, July 1980. Tracer dump bailers $130.00 per run. nWelex Rocky Mpuntain Price Schedule, January 1980. ^Radioactive material not included in price. A significant disadvantage of the tracer log is the inherent danger in handling and the consequence of losing the radioactive source material (thereby contaminating the well). This is especially acute when working with shallow-water supply wells or in areas where groundwater may be transmitted directly into underground mine works. Attempts have been made to minimize this problem by using radioactive substances with a relatively short half-life half-life = 8 days). In general, the potential danger versus the 37 ------- qualitative or semiquantitative information gained does not warrant the use of radioactive tracer logs in groundwater wells. Laboratory or supplier preparation of the source material requires time, which can result in delays in the field. If this method is used, careful planning must be made to coordinate drilling schedules and running other logs. Three-Dimensional Velocity _L_o_g_ Principle of Operation Birdwell's single-receiver velocity sonde provides a record of the com- plete acoustic wave train as propagated along the fluid-borehole boundary of the well. The total wave train is displayed as variable density, black lines (legs) on a strip chart and includes the congressional, shear, and boundary waves. The sonde contains a magnetostrictiye-type transmitting transducer that generates pulses at a rate of 20 per minute. The ceramic receiving transducer (a barium titanate crystal) converts the signals transmitted along the borehole to electrical impulses that are transmitted to a receiver at the surface and recorded. The three-dimensional (3-D) velocity log is used in fracture studies, po- rosity determinations, cement bond evaluations, and in the study of dynami- cally determined elastic properties of rocks. In the latter, congressional and shear waves are used in the calculation of elastic moduli (shear, bulk, and Young's) and in determining Poisson's ratio. Elastic properties are use- ful in oil shale mine design and are also used extensively in other types of construction projects. The sonde diameter varies from 1-3/4 to 3-3/4 inches and can be utilized in test holes from 3 to 18 inches in diameter. The tool requires a fluid for- mation boundary to transmit the acoustic wave train; water, mud, or oil medi- ums are acceptable. Cost Data-- Service company costs for running 3-D velocity logs, or equivalent, are given in Table 9. Welex's fracture-finder microseismogram log provides forma- tion information similar to Birdwell's 3-D velocity log. The cement bond/ variable density log is Schlumberger's closest equivalent to the 3-D velocity log, but is specialized to determine the effectiveness of the cement seal in the casing-formation annulus and does not give comparable information. Dresser Atlas did not have a 3-D velocity log listed in its wireline service catalog. Evaluation The 3-D velocity log provides valuable information on the elastic proper- ties of rocks useful in mine design, and it is one of the few down-hole geo- physical tools that provides a complete record of the acoustic wave train. However, in hydrology studies where porosity determinations are of primary im- portance, shear and boundary waves are not required. Variation in the 38 ------- TABLE 9. COST SCHEDULE FOR 3-D VELOCITY LOGS (dollars) Depth Operation _ Total Company/Service per foot minimum3 per foot minimum3 minimum3 Birdwellb 3-D velocity 0.29 580.00 0.25 500.00 1,080.00 Schlumbergerc Cement bond/ 0.26 520.00 0.25 500.00 1,020.00 variable density log Welexd Fracture-finder 0.27 540.00 0.23 460.00 1,000.00 Microseismogram log Notes: aAll service companies have a 2,000-foot minimum. Birdwell Rocky Mountain Price Schedule, June 1980. cSchlumberger Rocky Mountain Price Schedule, October 1979. eWelex Rocky Mountain Price Schedule, January 1980. interval transit time (At) of the compressional wave along the fluid-forma- tion boundary provides the At value needed for porosity calculations. This travel time is a function of the rock and fluid properties in the borehole as well as the distance between the detectors. While the detector spacing in the sonde is fixed, the overall travel distance depends on the rugosity of the well bore. Smooth in-gage sections produce the shortest travel distances, while washouts or out-of-gage sections produce longer travel distances for a fixed set of receivers. The 3-D velocity log is not designed to compensate for this variation in travel distance and thus will introduce error into the At values and hence the porosity measurements calculated from these data. Therefore, in hydrology studies where porosity determinations are of primary interest, specially designed, compensated acoustic logs are recommended. This type of log is discussed below. Acoustic Log Principle of Operation The acoustic, or sonic, sonde consists of two sections. The upper sec- tion houses the electronic equipment necessary to control and activate the transmitting transducers that convert electrical impulses to acoustic pulses. Pressure waves created by the acoustic pulses radiate out from the sonde, are refracted through the formation, and return to the borehole instrument through the drilling fluid. The lower section contains both transmitting and 39 ------- receiving transducer component in a rigid, slotted metal sleeve. The sleeve is specially designed to separate acoustic energy transmitted through the in- strument from signals received from the formation. For a single compensated sampling point, At is computed through selectively combined time signals from the receiving transducer array. Changes in borehole diameter and misalignment of the instrument axis have signification implications on the accuracy of the acoustic sonde. For limited variations in borehole diameter or instrument misalignment, multiple trans- ducer arrays have been developed to ensure accurate measurement recordings. This is accomplished through a surface panel capable of combining and averag- ing signals from two transducer arrays, inverted with respect to one another, for the same borehole interval. The diameter of the sonde varies from 3-3/8 to 3-3/4 inches, depending on the tool selected. It is run in fluid-filled, open holes ranging from 6 to 18 inches in diameter at logging speeds of 30 to 80 ft/min. Measurement of interval transit time is the primary purpose of the com- pensated acoustic log. Interval transit time may be used to determine poros- ity using the following equation: - . (1) ' Atf - where: $ is porosity (dimension less) At is interval transit time (usec/ft) Atma is matrix interval transit time (usec/ft) Af is fluid interval transit time (usec/ft). Service companies provide automatically computed and recorded porosity values given the desired fixed matrix and fluid velocities using the above re- lationship. The utility of the porosity measurements for hydrology studies and their correlation to permeable zones has been evaluated for a test section located on Federal Oil Shale Tract C-b. The test zone includes 800 feet of oil shale stratigraphy penetrated by Tract C-b Well 32x-12 (see Figure 5). Water production from pump and spinner tests and borehole enlargements from caliper logs are presented with a poros- ity analog developed from Equation 1. The test zone was selected for its geo- physical logs, varied lithology, and water production data. Stratigraphic features included in the section are as follows: 220 feet at the base of the Uinta Formation (±800 to 1,020 feet) Top of Parachute Creek (±1,020 feet) Four Senators Zone (±1,100 feet) 40 ------- 240.0 100 80 I PRODUCTION ZONES FROM PUMP/SPINNER TESTS (gpm) BOREHOLE ENLARGEMENT IN EXCESS OF 4 inches (FROM CALIPER LOG) <* o 3 cc £ 40 20 125 V///////A BED1 800 18.0 20-0 BED 2 BED 3 180.0 38.0 74.0 50.0 BED 4 6 6 BED? BEDS 220.0 64.0 I 50.0 68.0 BED 9 10 11 BED 12 900 1,000 1,100 1,200 DEPTH (feet) 1,300 1,400 1,500 1,600 Figure 5. Acoustic porosity analog and aquifer production zones for Tract C-b Well 32x-12. ------- A-groove (±1,310 feet) Mahogany Zone (±1,400 feet) B-groove (±1,500 feet) Top part of R-6 Zone (±1,520 to 1,600 feet). The porosity analog was developed from interval transit times taken from a Birdwell acoustic/borehole compensated log. The matrix interval transit time, taken from a graph of oil shale yield versus time developed by Birdwell, was set at 59 usec/ft. Varying this parameter shifted the porosity axis (y- axis of the analog plot) but did not affect the relative magnitude of the po- rosity values. As can be seen in Equation 1, decreasing the matrix interval transit time will increase the porosity values when the other variables are held constant. The fluid interval transit time was set at 198 usec/ft, an average value for fluids in oil shale test holes (oral communication with Mr. Asher Atkinson, Rocky Mountain Regional Manager for Birdwell Division). Increasing this parameter increases the denominator of the porosity equation, thus decreasing porosity values. Again, the shift in the axis does not affect the relative magnitude of the calculated porosity values. Porosity values for the upper part of the test hole (between 400 and 800 feet; not shown on Figure 5) are uniform, averaging about 32 percent void ra- tio. These values appear to be high and are probably the result of a rela- tively low average At^ value (held constant in Equation 1) for the tlinta Formation and the uniform, but oversized, borehole diameter. Below a depth of 880 feet, the caliper log shows the hole returning to gage (10-3/4 inches) and more variation in the porosity is observed. The prominent spike between Beds 1 and 2 is a washout of probable high porosity that was too large for ac- curate measurements, even with the averaging of signals from the transducer arrays. Narrower washout features (shown at the base of the y-axis) are for the most part eliminated from the porosity analog through transit-time signal averaging. Some of the features may represent solution cavities that cause high rugosity, which, with a continuous matrix framework, will transmit the acoustic energy as if through solid rock. The correlation between permeable production zones and the porosity ana- log is complex. High water production from Bed 9 (between 1,393 and 1,450 feet) corresponds to a relatively wide band of high porosity values. The ap- parent porosity appears to be a combination of the rich oil shale beds (Mahog- any Zone) and true secondary porosity created by solution breccia zones and fracture breccia, or "rubble" beds. The rich grades of oil shale tend to in- crease At, thus increasing the calculated porosity when Atma remains constant. The three prominent porosity peaks within and slightly above Bed 9 correspond to washout zones on the caliper log and solution or breccia horizons on the lithologic log. Here, partings and solution cavities must contribute signifi- cantly to the void space in the rock matrix. Based solely on the relatively low porosity calculations, Bed 7 (between 1,222 and 1,247 feet) cannot be ex- pected to produce the large quantities of water shown in Figure 5. The caliper log for Bed 7, however, shows three narrow washout zones, two corre- sponding to fracture "rubble" breccia horizons. In addition, the rock 42 ------- fracture and partings log shows a large number of major fractures within the bed. In this case, the permeability may be created by partings that are not large enough to significantly increase the void ratio of the matrix, or the partings may be oriented vertically and do not influence the speed of the acoustic waves. An alternate explanation could be that solution cavities are interconnected through an otherwise consolidated matrix. Bed 5 (between 1,135 and 1,145 feet) is producing from a narrow, highly fractured zone, with no core recovery found within the bed (represented by a spike in the porosity analog). In general, the porosity analog shows high porosity values for the entire test section. This is probably due to the relatively low fixed matrix travel time for the varying grades of oil shale. Cost Data- Service company price schedules for running acoustic/sonic logs are given in Table 10. These costs are broken down into depth and operation charges. Evaluation- Porosity calculations from acoustic/sonic log interval transit times should be considered semiquantitative and used with an understanding of the parameters that interact to yield these data. The matrix interval transit time, held constant in constructing the porosity analog, can vary signifi- cantly with a change in oil shale yield from 10 to 35 gal/ton. This could cause a large error in the porosity calculation. Fluid interval transit time, held constant in Equation 1, will also vary with temperature, pressure, and amount of dissolved salts in the well fluid. However, these parameters pro- duce less change in Atf in shallow borehole conditions and can generally be disregarded. In addition, the interval transit time can be affected by ex- treme borehole rugosity, as shown in Figure 5, even with the compensating re- ceiving arrays of the acoustic sonde. Of the parameters discussed above, changes in the grade of the oil shale are believed to produce the largest single variation in the computed porosity. Utilizing Fischer analysis to determine oil shale grade, and hence an approxi- mate interval transit time, more quantitative porosity calculations can be made by varying At«a with depth in Equation 1. Unfortunately, Fischer analy- ses for Well 32x-12 and most of the other test holes on the Federal tracts are confidential information and therefore were not available for study. It may be of interest to tract developers who have access to Fischer analysis to cal- culate porosity values varying At^a with depth and compare this analog with water production in the well bore. Density Log Principle of Operation The density sonde consists of a gamma-ray source (usually cesium-137), two gamma-ray detectors, a caliper arm used to force the source/detector against the well bore, and electronic equipment required to transmit data to 43 ------- TABLE 10. COST SCHEDULE FOR ACOUSTIC/SONIC LOGS (dollars) Depth Operation Company/Service per foot minimum3 per foot minimum3 Total minimum3 Birdweir Acoustic/borehole 0.29 580.00 0.25 compensated Schlumberger0 Sonic/borehole 0.29 580.00 0.27 compensated Dresser Atlas Borehole compensated 0.20 580.00 0.27 acoustilog-caliper Welex6 Compensated acoustic 0.27 540.00 0.23 velocity 500.00 1,080.00 540.00 1,120.00 540.00 1,120.00 460.00 1,000.00 Notes: aAll service companies have a 2,000-foot minimum. Birdwell Rocky Mountain Price Schedule, June 1980. GSchlumberger Rocky Mountain Price Schedule, October 1979. Dresser Atlas Rocky Mountain Price Schedule, July 1980. eWelex Rocky Mountain Price Schedule, January 1980. the surface panel. The source and detectors are shielded with heavy metal to ensure that the signal received is primarily from gamma rays that have trav- eled through the formation. The count rate of gamma rays reaching the detectors is inversely propor- tional to the number of electrons per unit volume of the formation between the source and detectors. Therefore, the number of gamma rays per second reaching the detector is a function of the bulk density of the formation. A compensat- ing effect of the sonde is the short and long spacing of the detector relative to the gamma-ray source, which reduces error caused by borehole rugosity, and a perturbation created by the change in density of the mud cake relative to the formation on the borehole wall. The density log is primarily used to measure formation porosity. Logging service companies provide automatically computed and recorded porosity values from the compensated bulk density measurements. The relationship used to cal- culate porosity is as follows: 44 ------- where: <|> is the porosity Ama is the density of the formation matrix ib is the bulk density measured by the logging tool fcp is the density of the formation interstitial fluid. The utility of these porosity data and their correlation with permeable zones has been evaluated for a test section on Tract C-b Well 32x-12. This is the same section used to study calculated porosity values from the acoustic log. Figure 6 shows the density porosity analog, aquifer production zones from pump/spinner tests, and borehole enlargements (washouts) from a caliper log in a format similar to Figure 5. This analog was developed using 2.52 gm/cc as the fixed matrix density and 1.00 gm/cc for the interstitial fluid density. The matrix density was derived from a graph developed by Birdwell relating oil shale yield in gallons per ton to matrix density in grams per cubic centime- ters. The value of 2.52 gm/cc represents the extrapolated density of oil shale rock with a yield of zero gallons per ton. This is an equivalent den- sity value to the matrix transit time used in computation of the acoustic po- rosity analog. Like the acoustic porosity analog, varying the numerical value of the matrix density does not alter the relative calculated porosity values, it simply shifts the porosity (y-axis) of the plot, other parameters held con- stant. Thus, increasing the matrix density will increase the porosity for a given bulk density reading. In general, the density-derived porosity analog appears to reflect secon- dary porosity and its associated permeability more closely than the acoustic analog. Nearly all the poorly consolidated fracture/rubble zones, indicated by washouts on the caliper log, or zones of poor core recovery have been re- corded as porosity peaks on the analog. These peaks correspond with beds of high water production and suggest alternate horizons that should be considered for inclusion in the permeability testing. For example, the prominent poros- ity peak beween Beds 8 and 9 (Figure 6) should have been included in a packer permeability test as it appears to have the potential of producing a signifi- cant quantity of water. Smaller, less prominent peaks between Beds 1 and 2 and Beds 11 and 12 should also have been considered for inclusion in the hy- drology testing program. In the dense, tight, oil shale rocks, secondary porosity (vuggy solution cavities or fraction zones) produces the principal groundwater flowpaths. In sections where secondary porosity exists, a density or neutron porosity analog should read higher than the acoustic porosity analog. The difference between the two porosity values has been defined as the secondary porosity index (SPI). This index exists because acoustic logs ignore vuggy solution porosity since a continuous path for the acoustic energy exists through the solid for- mation matrix. In comparison, density or neutron logs respond to bulk-volume 45 ------- 100 80 I AQUIFER PRODUCTION ZONES FROM PUMP/SPINNER TESTS (gpm) BOREHOLE ENLARGEMENT IN EXCESS OF 4 inches (FROM CALIPER LOG) 240.0 220.0 180.0 (VI O i DC O O. 60 12.5 18 40 v///////\ E2) Y/////A 20 BED1 800 900 1.000 1.100 1,200 DEPTH (feet) 1,300 1,400 1,500 1,600 Figure 6. Density porosity analog and aquifer production zones for Tract C-b Well 32x-12. ------- porosity. For secondary fracture porosity, the bulk-volume porosity added by the fracture system is small unless the zone is extensively rubblized, and the SPI will not provide useful information. Porosity analogs (density and acoustic) for the test section in Well 32x- 12 were computed with equivalent matrix characteristics so that the SPI could be evaluated. Comparison of Figures 5 and 6 shows that the acoustic porosity values are, in general, higher than the density porosity values. This rela- tionship is more clearly shown in Figure 7 for Section 1 of a Birdwell elastic property log for Well 32x-12. The computed porosity values in Figure 7 will not correspond with Figures 5 and 6 because porosity in Figure 7 was calcu- lated with apparent sandstone unit parameters as follows: matrix density, 2.62 gm/cc; fluid density 1.00 gm/cc; matrix interval transit time, 192 usec/ ft. However, the same general trends occur when the acoustic porosity is greater than the density porosity. This is an anomalous situation, for poros- ity calculations from density logs should represent the total matrix porosity and be greater than the acoustic porosity. It appears that for the rich oil shale rock, the large volume of organic material included in the matrix in- creases the bulk density readings and thus reduces the calculated porosity more than it affects the transit travel times used in the acoustic porosity determinations. Porosity from density measurements are larger than acoustic porosity in breccia zones (washouts on the caliper log), where secondary po- rosity is extremely high (see Figure 7). Hence, the SPI values (shaded areas in Figure 7) correspond to production test beds rather well and suggest where additional packer permeable tests might have been run, i.e., shaded zone above Bed 7. A porosity analog was computed from bulk density measurements taken in Tract C-a, Well CE-705A. Apparent limestone unit parameters (^ equal to 2.69 gm/cc, and if equal to 1.00 gm/cc) were used in the porosity calcula- tions. Figure 8 shows the resulting analog along with a spinner survey for th.e same section. The spinner survey was constructed so that the step-like incremental change in water production or intake was positioned at the first increase in slope of the log trace for water production and at the base of the slope for thief zones. For this log presentation, water production zones will be located down-hole from the step-wise increase in the spinner log or up-hole from a step-wise decrease, given the established flow direction down-hole. Qualitative evaluation of these logs shows a partial correlation between water production/thief beds and high porosity values. However, a nearly perfect correlation (except for Zone R-6) is found when porosity values are compared to rich oil shale zones shown at the base of the y-axis. Again, it is well known that the porosity analog is strongly influenced by oil shale grade. Cost Data- Cost information from four major logging companies that run formation density logs is given in Table 11. Evaluation Bulk density measurements taken from the density log can be used directly for cross-correlation of wells or test holes throughout the exploration phase of an oil shale mine development program. Porosity analogs developed from the 47 ------- -p. 00 DENSITY POROSITY ::; 1M. n -4f-^-H---^ Figure 7. Birdwell elastic properties log for Well 32x-12, Tract C-b. ------- 617 POROSITY (x 10-2) § 8 1111 I 1111 I II1111111 11 III CUMULATIVE WATER PRODUCTION OR INTAKE (gpm) 8 S ------- TABLE 11. COST SCHEDULE FOR DENSITY LOGS (dollars) Depth Operation Company/Service per foot minimum3 per foot minimum3 Total minimum3 Birdweir Density/borehole 0.27 540.00 0.23 compensated Schlumbergerc Formation density 0.29 580.00 0.27 Dresser Atlas Compensated 0.29 580.00 0.27 densilog-caliper We lex6 Compensated density log 0.27 540.00 0.23 345.00 540.00 540.00 885.00 1,120.00 1,120.00 460.00 1,000.00 Notes: aAll service companies have a 2,000-foot minimum. Birdwell Rocky Mountain Price Schedule, June 1980. °Schlumberger Rocky Mountain Price Schedule, October 1979, Dresser Atlas Rocky Mountain Price Schedule, July 1980. eWelex Rocky Mountain Price Schedule, January 1980. density logs can be used to define the hydrogeologic framework; however, these data should be considered semiquantitative and used in conjunction with other geophysical logs, i.e., caliper, fracture, lithologic, etc. In constructing porosity analogs from density data, oil shale grade will affect the porosity calculations. This is shown in Figure 8, where rich oil shale zones correspond to high porosity values, and is a direct result of the method used in constructing the analog. The matrix density, held constant in computer routines used by logging companies to construct porosity analogs, can vary 19 percent with a change in oil shale grade from 10 to 35 gal/ton. This would produce a change in porosity of up to 25 percent if values of the other parameters in Equation 2 are held constant, reflecting, in part, a real change in the primary porosity.of the oil shale with pore spaces filled with less dense organic material. This type of primary porosity would not serve as a conduit for groundwater and therefore would not correlate with permeable zones important to hydrogeologic studies. In an attempt to illuminate the effect of oil shale grade on porosity calculations, another analog was developed for the same test section in Well CE-705A and is shown in Figure 9. This porosity analog was constructed with bulk density measurements taken from the same 50 ------- IS -5 ft) POROSITY (x 10-2) & 8 g CUMULATIVE WATER PRODUCTION OR INTAKE Igpm) S 8 8 S S 2 g S 8 &> -5 -5 «j. X O. ft> o O O I/) O o> m a D m o. z S 3D m 3 0) -5 C -5 I o> o n- o i CD O cn _ l^l . i 8 ------- Birdwell density/borehole compensated log used to construct Figure 8. In Fig- ure 9, matrix densities were varied with depth based on Fischer analysis and on the relationship of oil yield to specific gravities of Colorado oil shale developed from a nearby test hole on Tract C-a. A problem in constructing the analog developed in a few cases where bulk density measurements were found to be higher than corresponding matrix densities based on the Fischer analysis. In these cases, the numerator of Equation 2 became negative and negative po- rosity values resulted. These values were set equal to zero in the computer routine used to calculate the analog. An explanation for this phenomenon may lie in errors, nonrepresentative Fischer analysis (2-foot varied lithologic sections described by a single analysis), or calibration errors in the density log. In addition, a discrepancy was noted in the density values for the vary- ing grades of oil shale. Birdwell plots shows density varying from 2.49 to 1.66 gm/cc with a corresponding change in oil shale grade from 2 to 80 gal/ ton. A table developed by the Department of Energy shows density varying from 2.66 to 1.58 gm/cc for the same change in oil shale grade. This latter range of densities was used to set matrix values for construction of Figure 10. Comparison of Figures 6, 7, and 8 with Figure 9 show marked differences. Figure 9 appears to provide a more realistic range of porosity values but shows little correlation with water production from the spinner log. The gen- erally high porosity values correlating with rich oil shale zones have been eliminated, leaving isolated porosity peaks. Unfortunately, alternate logs instructive in evaluating these peaks (caliper, fracture, and lithologic, etc.) were not available for review; thus, the utility of Figure 9 could not be fully determined. In theory, porosity analogs developed by varying the ma- trix density to reflect the true lithologic conditions should provide a better measure of porosity and should lead to correlation methods to equate permeable and porous zones in the oil shale stratigraphy. Additional analogs should be developed to evaluate this tool in defining the hydrogeologic framework. Electric Logs Principle of Operation- Electric logs measure the electrical properties of the formation and drilling fluids that penetrate the borehole wall. These properties include electric potential and resistivity or, conversely, conductivity. The electric log is primarily used for the construction and correlation of stratigraphic and structural cross sections and in delineating permeable beds. Multiple-track log presentations, including measurements of electric po- tential and resistivity/conductivity, are commonly used. The dual-induction laterolog discussed here consists of a correlation log, including spontaneous potential, resistivity, and conductivity measurements on a log scale of 2 inches per 100 feet, and a detail log (5 inches per 100 feet) developed from deep- and medium-reading induction devices and a shallow-investigation, fo- cused resistivity tool. The detail log is recorded on a logarithmic grid along with a standard spontaneous potential curve. Portions of the correla- tion and detail logs from Tract C-a Well CE-705A are shown in Figures 10 and 11, respectively. The three types of electric logs (spontaneous potential, induction, and focused current resistivity) are usually run simultaneously. 52 ------- 1,000 in O r~ i ui o fO I O O rd i. t- M O c O (O "cu O O) en u. ------- MEDIUM INDUCTION LOG DEEP INDUCTION LOG 8 § § 5 5 I 2 in o r~. i LU o n) i O CO i. Dl O O si U OJ LO 1.000 1.050 1,100 1,150 1.190 DEPTHS (O O) S- 3 01 ------- Spontaneous potentialThe naturally occurring electric potential of a formation penetrated by a borehole is called the spontaneous potential, self- potential, or simply SP. It is generally printed on the left track of the log as shown in Figures 10 and 11. Two phenomena (electromechanical and electro- kinetic) are thought to produce the potential current recorded in the SP log. The amplitude of the current is the cumulative effect of these phenomena tak- ing place between the drilling fluid and the formation. For an SP current to be recorded, the well must be filled with a conductive fluid that can provide electrical continuity between the SP electrode and the formation. Further- more, if this conductive fluid and the formation water have essentially equal resistivities the SP currents will be quite small and the log trace rather featureless. The existence of the SP current is also dependent on a certain minimum permeability that will allow ion migration between the drilling fluid and the formation. The electromotive forces (EMF) of electrochemical origins are believed to be the largest contributor to the SP deflection. These are generated by dif- ferences in solution concentration between the drilling fluid and the forma- tion water. For example, if the salinity of the drilling fluid is lower than that of the formation water, electric current flows into the formation oppo- site to the permeable zones, producing a negative (left) deflection on the SP log. Conversely, if the drilling fluid has a higher salinity than the forma- tion water, a positive (right) deflection is recorded. Thus, the SP log is theoretically useful in the detection of permeable beds and in defining the location of their boundaries. This phenomenon may contribute to the shaded SP response shown in Figures 10 and 11. These negative deflections appear to de- fine permeable beds in the Lower Aquifer system. The spinner log indicates significant fluid loss from the borehole that corresponds to the three upper deflections. However, no change in vertical flow velocity is found opposite the lowest stratigraphic SP deflection, nor do similar log anomalies up-hole indicate a change in water production on the spinner log. This may be caused by limitations inherent in the spinner log measurements or it may reflect rel- atively low permeability of the beds. Whether the beds are permeable or not, there is no direct relationship between the magnitude of the SP deflection and the permeability of the formation, nor is there any direct relation to poros- ity. Supplemental information from alternative geophysical logs is required for an accurate interpretation in this case. The electrokinetic portion of the SP log is generated when the drilling fluid (an electrolyte) flows through a porous, nonmetallic medium (the mud cake) into the formation. The EMF is primarily produced opposite permeable formations where the pressure differential is maximum. Flow from the well bore into the formation produces a negative (left) SP deflection, and flow from a bed to the borehole produces a positive (right) deflection. The magni- tude of the recorded potential is related to the velocity of the flow, resis- tivity of the electrolyte in the mud cake or formation, as well as several other factors. In general, the SP deflection generated by this electrofiltra- tion is small and commonly considered negligible except for special situations that are comparatively rare. InductionThe induction sonde consists of several receiver and transmit- ter coils.Constant intensity, high-frequency, electromagnetic waves are 55 ------- emitted from the transmitter coils, inducing secondary currents in the forma- tion from the alternating magnetic fields set up by these waves. The eddy currents flowing through the formation produce their own magnetic fields that generate signals in the receiver coils. These induced signals are essen- tially proportional to the conductivity of the formation or inversely propor- tional to the resistivity. Variations of the transmitter/receiver coil spacing in the sonde produce deep- and medium-reading tools. Focused-current res istiv ityThe focused current sonde consists of a cen- tral electrode symmetrically surrounded by additional pairs of interconnected electrodes. The potential difference of the surrounding (guard) electrodes is maintained at zero to focus the formation current into a thin sheet, which flows horizontally into the borehole wall. Focused-current devices provide better resolution than conventional resistivity tools in thin to moderately thick, highly resistive beds. Focusing sondes are available for use in deep, medium, and shallow depths of investigation. The separation of deep and shallow resistivity measurements, whether in- duction- or focused-current-derived, is an indication of invaded or permeable zones. This separation occurs when the resistivity of the drilling fluid and the water in the invaded bed are sufficiently different to alter the resistiv- ity of that bed near the borehole. Thus, if the resistivity of the drilling fluid is greater than that of the formation water, the shallow investigation tool should read higher than the deep-reading device. In Figure 10, separation of the short-normal and induction-resistivity reading opposite the four negative SP deflections cannot be determined since both are off the linear scale. The logarithmic grid used in Figure 11 shows generally high resistivity values for the same section with no discernible separation between the deep- and shallow-reading tools. This suggests that invasion is so deep that it extends beyond the limits of the deep-reading tool. Water chemistry data indicate that a salinity difference exists between the borehole fluid and formation water, and the spinner survey shows a large quantity of water intake for this zone. An order-of-magnitude change in the resistivity occurs below a depth of about 1,150 feet. Fischer analysis and lithologic records show no significant change in the oil shale stratigraphy at this depth, suggesting that the reduc- tion in resistivity (increase in conductivity) can be related to more saline formation water below the Lower Aquifer system. Cost Data-- Several combinations of resistivity log presentations are available from logging service companies. Two representative resistivity logs have been se- lected from each service company. The cost schedules for running these logs are given in Table 12. Evaluation-- In general, shallow, fresh-water aquifer test holes in oil shale strati- graphy provide a poor working environment for electric logging devices. The 56 ------- TABLE 12. COST SCHEDULE FOR VARIOUS RESISTIVITY LOGS (dollars) Depth Company/Service Birdwellb Induction electric FS guard log Schl umber gerc Induction electrical Dual -inducti on laterolog Dresser Atlas Induction electric Dual-induction focused We lex6 Induction electric log Dual-induction guard log per foot 0.25 0.25 0.29 0.30 0.29 0.30 0.26 0.27 minimum3 500.00 500.00 580.00 600.00 580.00 600.00 520.00 540.00 Operation per foot 0.24 0.24 0.25 0.25 0.25 0.25 0.24 0.23 minimum3 360.00 360.00 500.00 500.00 500.00 500.00 480.00 460.00 Total minimum3 860.00 860.00 1,080.00 1,100.00 1,080.00 1,100.00 1,000.00 1,000.00 Notes: aAll service companies have a 2,000-foot minimum. Birdwell Rocky Mountain Price Schedule, June 1980. °Schlumberger Rocky Mountain Price Schedule, October 1979. Dresser Atlas Rocky Mountain Price Schedule, July 1980. eWelex Rocky Mountain Price Schedule, January 1980. highly resistive (clear water) drilling fluids and oil shale rock mask or dis- tort the normal SP and induction/focused current resistivity tool response, complicating the quantitative interpretation of these data. Specific condi- tions or observed log responses that hinder the utility of these data are given below: t Spontaneous Potential SP curves undergo gradual transition at bed boundaries in highly resistive oil shale environments. Therefore, permeable beds cannot be accurately located using the SP curve. The highly resistive drilling fluids provide poor electrical continuity between the SP electrode and the formation. 57 ------- Borehole fluids are used during drilling operations; there- fore, the resistivity differences between formation waters and drilling fluids is small, reducing the character of the SP deflections. Drilling muds are not always used during exploration studies; therefore, the pressure differential caused by the mud cake between permeable beds and the borehole may not develop, re- ducing the electrokinetic component of the SP curve. Fluid motion common in Tract C-a wells tends to mask the true SP response. Induction/Focused Current Logs Resistivity logs have not produced a clear separation between deep and shallow investigation tools for known permeable beds in the oil shale environment. -- Conductivity measurements have a high degree of uncertainty in the nonconductive oil shale rock due primarily to instru- ment sensitivity at the low end of the scale. Invasion of permeable zones will be extremely deep due to min- imal mud cake development, masking true formation water resis- tivity determinations used in several alternative quantitative log interpretation techniques (not discussed here). Bearing in mind the difficulties of using resistivity logging devices in oil shale environments, they are still useful in construction and the correla- tion of cross sections. However, information derived from log interpretation should be considered qualitative in nature. Seisviewer Log Principle of Operation The seisviewer sonde consists of a transmitter and receiver transducer mounted on a vertical axis that is rotated at a uniform rate during logging. In this configuration, the transmitting transducer emits a narrow-band acous- tic signal to the entire inside diameter of the borehole as the instrument is lowered into the hole. The acoustic energy is transmitted through the drill- ing fluid, strikes the fluid formation boundary, and is reflected back to the receiving transducer. The amount of energy returned to the sonde is a func- tion of the scatter caused by the physical properties of the borehole wall and attenuation in the borehole fluid. This signal is subsequently sent to the recording oscilloscopes at the surface via the wireline. A flux-gate magnetometer is mounted on the vertical axis with the trans- ducers and senses the earth's magnetic field. The sonde is then oriented by magnetic direction, as shown at the top right of Figure 12. 58 ------- 1,110 1,120 1,130 a. LU a 1,140 1,150 Figure 12. A portion of a seisviewer log for Tract C-b Well 32x-12. 59 ------- The diameter of the sonde is 3-3/8 inches and can be operated in a 4- to 12-inch borehole. It is run in fluid-filled (water, mud, or oil base), cased or uncased holes. The log presentation is an acoustic picture of the fluid formation bound- ary as if the borehole had been vertically dissected and layed out flat. The magnetic orientation of the log is given at the top of each log trace. Figure 12 shows a 40-foot section of a seisviewer log of Well 32x-12. Some of the features of the borehole wall depicted on the log are the sinusoidal curves at 1,122 and 1,125 feet. These are low angle fractures dipping to the north and south, respectively. Dark patches on the log are areas of weak signal return and represent vugs or beds that have eroded during drilling or completion op- erations. The sections from 1,115 to 1,120 feet and 1,145 to 1,150 feet are in-gage, competent rock with a strong signal return. Water production test zones 4 and 5 for Well 32x-12 are shown to the left of the log. Cost Data Birdwell Division is the only logging company of those reviewed that has the facilities to operate a seisviewer. However, this logging tool has been pulled out of general use and can only be obtained by special request to the Birdwell office in Tulsa, Oklahoma. Although cost quotes were not developed for the seisviwer, it will be expensive to obtain this type of borehole imag- ery. A logging program involving several shallow oil shale exploration holes would be required to bring the unit cost per log into a comparable price range with other geophysical logging methods. Evaluation Seisviewer logs are used to define vugs, fractures, breccia zones, wash- outs, and bedding planes in open holes. In the shallow, clear water, oil shale exploration holes, resolution of these physical features is excellent when the hole is close to the gage. These field data are extremely useful when production testing directly follows the logging operation. In this case, the seisviewer log can help guide the selection of hydrologic zones to be tested and aid in the placement of the testing equipment. In Figure 12, for example, water production for Bed 5 (between 1,135 and 1,145 feet) was re- corded at 180 gpm, which was the third most productive zone tested in Well 32x-12. From the imagery in Figure 12 it appears that the upper test limit of Bed 5 does not conform to the upper part of the production zone. Based on the seisviewer log, the upper packer for a production test for Bed 5 should have been set in the more competent rock at a depth of 1,125 feet. This would have included the potentially permeable vugs and eroded bedding planes shown in the log, providing a more representative picture of the production to be expected from a mine shaft penetrating this horizon. As indicated earlier, the seisviewer is no longer in widespread use. The electronic equipment for this labor-intensive logging method is costly to run and maintain. Viscous drilling fluids (mud or oil) and oblong or over-gage borehole diameters attenuate the signal, thus reducing resolution. The log- ging speed for high resolution is slow, about 5 ft/min, creating excessively long logging runs for deep wells. A combination of these factors has limited 60 ------- the usefulness of this logging method in the oil industry, thus reducing its overall utility and marketability. This is probably the primary reason why Birdwell has elected to provide the service on a limited basis. HYDRAULIC TEST METHODS Geophysical methods of determining hydrogeologic parameters in oil shale stratigraphy rely on direct or indirect measurements of the borehole wall, the surrounding rock, and the formation fluid to deduce the hydraulic parameters important to the development of an oil shale project. These methods, however, do not include a significant class of direct hydraulic testing procedures that provide detailed hydrology data through an evaluation of the response of the test well to the injection and removal of fluids. Hydraulic test methods are discussed in this subsection. Well pump and injection tests range from simple, rather informal proce- dures conducted during a period of a few hours, to sophisticated hydraulic tests conducted over a continuous operational period of several weeks and in- volving numerous observation wells. To simplify the profusion of methods, testing procedures have been grouped into four general classes as follows: 1. Drill stem tests 2. Single packer tests 3. Dual packer tests 4. Long-term pump tests. The groups are not intended to be inclusive, yet they provide a sufficiently large range of testing methods to meet the needs of most oil shale development projects. Each group is divided into three components including (1) test pro- cedures, equipment, and costs, (2) analytical methods used to interpret test data, and (3) remarks. Actual test data from the Federal oil shale tracts are utilized wherever possible. Review of the testing procedures, equipment, costs, and utility of the resulting data has led to the following priority ranking of the four general classes of tests: Dual packer tests provide horizon-specific hydrologic data at a minimal cost when multiple tests are conducted in a single bore- hole. Down-hole test equipment assembly allows for pumping, in- jection tests, and discrete water quality sampling. Long-term pump tests of aquifer systems produce the most repre- sentative regional data on boundary conditions and flow patterns. However, these tests are expensive and should be conducted by personnel knowledgeable in hydrologic principles. 61 ------- Single packer tests generate good-quality, bed-specific hydro- logic information at about three to four times the cost of simi- lar data gathered by dual packer tests (assuming a single-hole, multiple-test application). Field operation and procedures are simplified over the dual packer assembly. t Drill stem test data is of limited value due to its nonspecific nature, high cost relative to the data return, and difficult in- terpretation. Drill stem tests are now seldom used in the devel- opment of oil shale tracts. Drill Stem Tests Test Procedures, Equipment, and Costs In conjunction with early exploration efforts, drill stem tests were rou- tinely performed in core holes to define the hydrology of the Federal oil shale tracts. This kind of test includes the "informal pump tests" conducted on Tract C-a and the "jetting tests" performed on Tract C-b. Similar proce- dures were followed for both testing methods with some minor differences in the equipment utilized. Drill stem tests are performed in an open hole as follows: t The borehole is drilled to the desired depth An air line is lowered down the drill stem to a point near the bottom of the string Air is blown or jetted through the air line, lifting the fluid in the drill string to the surface Discharge is measured as changes in water level through a Par- shall flume or similar device and converted to a flow rate in gallons per minute Airlift pumping at a constant rate is maintained for a predeter- mined length of time (2 hours for Tracts C-a and C-b) Immediately following shutdown of the air compressor, a water- level measuring device is lowered down the drill string (depth sounder, or water-pressure recorder) Recovery of the water level following shutdown is recorded If an observation tube is installed in the well, both drawdown and recovery-water-level measurements can be compiled. On Tract C-a, drill stem tests were conducted after penetration of the B-groove and at the bottom of the borehole. This testing program was intended to provide hydrologic data on the Upper Aquifer system and on a combination of the Upper and Lower Aquifer systems. The majority of these tests are de- scribed in Rio Blanco Oil Shale Report (1974). On Tract C-b, from three to 62 ------- six drill stem tests were conducted on site wells and core holes. Test zones included top of Parachute Creek, top of mining zone, base of mining zone, and total depth of the hole. Raw data for these tests are given in C-b Shale Oil Venture, 1974. Equipment required to perform a drill stem test, in addition to that com- monly available on drill rigs, include an air compressor of sufficient capac- ity to overcome the pressure developed from the column of water within the drill string and a water-level measuring device. A geologist or hydrologist should be present to supervise the test. Costs for each test are based on the total rig time, equipment cost or rental, labor for supervision, and the number of tests conducted. Individual tests should run from $600 to $750 for the short (4- to 5-hour) tests. Longer tests are more expensive, depending on the amount of additional labor and rig time involved. Analytical Techniques The time-recovery data compiled during the drill stem tests are used to calculate transmissivity (T) and specific capacity. T is the rate at which water will flow through a unit width of aquifer fully penetrating the satu- rated thickness under a unit hydraulic gradient. T has dimensions of length squared per unit of time because it represents flow through a vertical strip of unit width. Specific capacity is yield per unit drawdown expressed in gal- lons per minute per foot or gallons per day per foot. Analytical methods for determining these parameters are derived from Theis' nonequilibrium formula (Theis, 1935). A straight-line, or graphical, solution for a modified Theis equation was discussed by Cooper and Jacob (1946) and has been used by both tract developers to calculate T. A concise description of this graphical solution is presented in Miller (1973). The general method is as follows: Time-recovery data are plotted on semi log paper, recovery (in feet) on the arithmetic scale and time (in minutes) on the log scale The slope (AS) is determined by the change in water level (recovery) through one log cycle of time t Transmissivty (T) is then calculated from the following formula: T - (264) (Q) ' where: Q is the constant recovery (drawdown) discharge (gpm) As is the slope (feet) T is the transmissivity (gpd/ft). 63 ------- The success of the straight-line solution is based on the assumption that the recovery time is long and the radius of the observation point to the pump- ing (recovering) well is small such that the straight-line approximation coin- cides with the Theis-type curve. This constraint is met within the first few minutes of recovery (pumping) when measurements of the water level are taken in the pumping well. Relatively few, if any, of the aquifers in fractured oil shale strati- graphy will conform to the basic hydrologic assumption of infinite extent in all directions from the pumping well used by Theis to develop the flow equa- tions. Geologic and hydrologic boundaries affect the slope of the time-recov- ery (drawdown) plot. Impervious boundaries limit the flow of water to the pumping well, causing a more rapid deepening on the cone of depression and steepening the slope of the time-drawdown curve. Conversely, impervious boundaries increase the rate of recovery and steepen the slope of the time- recovery curve when calculated recovery (drawdown extended through the recov- ery period minus residual drawdown) is plotted against time. Recharge boundaries have the reverse effect on the slope in the straight-line solution. Recharge water entering the well flattens the slope of the curve. Qualitative evaluation of boundary conditions from the graphical solution are useful in defining the hydrogeologic framework of the study area and in planning more detailed hydraulic testing programs. A more detailed discussion of boundary conditions on well hydraulics is given in Chapter 6 of Johnson (1975). More sophisticated approaches are available to define T from confined- aquifer, unsteady-state drawdown/recovery data. These include Theis1 straight-line recovery method (Theis, 1935), Theis1 curve-fitting method (Jacob, 1940), and Chow's nomogram method (Chow, 1952). However, the addi- tional time required to interpret the data from these methods is difficult to justify in that the data sets are from thick, complex aquifer sequences that are not adequately represented by the simplified models used to develop the interpretational theory. Remarks Review of the drill stem test data submitted to the Area Oil Shale Super- visor indicated that the "informal pump tests" provided ranges for T based on the straight-line solution to the time-recovery data. Noting a change in slope of the plot and the implicated boundary condition, T values were calcu- lated using Jacob's method with Ac values derived from the primary and secon- dary slopes of the graph (Figure 13). This is not consistent with standard methods derived from the Theis nonequilibrium formula. The following is stated in Johnson (1975), p. 118, regarding such an interpretation: It should be pointed out in passing that calculation of the transmissibility, T, of the water-bearing formation must be made from the value of As corresponding to the slope of the first part of the time-drawdown (recovery) graph. Beyond the point where a change in slope occurs, a numerical value that may represent the slope of the second part of the graph is of no significance in an- alyzing the pumping (recovery) test data. No attempt should be 64 ------- made to use any such-value in either the Theis non-equilibrium or modified non-equilibrium formulas. Therefore, T values calculated in this manner have no theoretical basis and can be extremely misleading to tract developers. 350 STATIC WATER LEVEL INFORMAL RECOVERY TEST 264(240)/200 320 gpd/ft 264(2401/38 1,670 gpd/ft 240/210 1.1gpm/n SOURCE: RIO BLANCO OIL SHALE PROJECT. HOLE C-7 PRESSURE BOMB TEST: DEPTH 1.2001wt (WRIGHT WATER ENGINEERS: AUGUST 19741 600 100 1,000 10,000 TIME SINCE PUMP OFF (minutes) Figure 13. Jacob's straight-line solution for T. Well completion reports (drill stem tests) for eight core holes on Tract C-a show that boundary conditions usually affected the time-recovery plots within the first 20 to 30 minutes of recovery. Without exception, impermeable boundary conditions were indicated by these time-recovery curves. This is to be anticipated in an aquifer where permeability is fracture-controlled because of the low permeability of the unfractured matrix rocks. The tests should have been conducted for a long enough period of time to observe if recharge water had broken into the well in response to the head difference in the frac- ture system created by pumping; thus the true nature of the boundary could have been determined. Raw data for 55 drill stem tests are given in Table 11 B-4, C-b Shale Oil Venture (1974). These data have not been plotted to check the analytical pro- cedures used to calculate T values. A serious disadvantage of the drill stem test, and rendering less value to the calculated parameters, is that T is obtained for the entire open por- tion of the borehole and no zone-specific information is obtained. In 65 ------- addition, when combined (Upper and Lower Aquifer systems with differing pres- sure heads that create production and "thief" zones) drill stem tests are con- ducted, it is unlikely that the straight-line solution will adequately model the well conditions from which T values are to be calculated. For these and other reasons, drill stem tests on both Tracts C-a and C-b were discontinued early in the exploration/data-gathering phase of development. Single Packer Tests Test Procedures, Equipment, and Costs-- Testing methods included here are single packer drawdown/recovery and in- jection-pressure permeability tests. Test procedures for the former are simi- lar to those discussed for drill stem tests except that a packer is lowered on drill pipe to a point above the bottom of the hole (approximately 50 feet on Tract C-b), water is lifted or jetted from the packed-off section, and water- level measurements are compiled. The packer is then removed, the hole deep- ened to the next zone of interest, and the test repeated. Equipment for the packer test includes an air compressor, a string of drill pipe, and a packer. Inflatable packers, as opposed to compression or leather cups, are recommended because they seal better on rough walls or in irregular shaped holes, reduce testing time, and are therefore more economical. Costs for running a single packer drawdown/recovery test requires rig time to set the packer in addition to labor and equipment for a standard drill stem test. The cost (in 1980 dollars) is estimated to be $1,800 to $2,000 per test. The injection-permeability test is run by drilling the borehole to the desired depth, pulling the drill string, and seating the packer at the desired depth above the bottom of the hole. The section is flushed out to remove drilling fluid and water is pumped under pressure into the test zone. The constant pump discharge (Q) and applied pressure (H2) are recorded. Follow- ing completion of the test, the hole is deepened to the next test horizon and the procedure repeated. Pressure-permeability tests on Tract C-b were run in conjunction with drawdown/recovery tests. The procedure varies slightly from the injection test in that after the packer is set, a valve is opened to allow formation fluid to flow into the drill pipe, thus reducing the hydrostatic pressure in the test section. The valve is then closed and data on the pressure recovery are recorded. A pump test is performed following recovery of the hydrostatic pressure. The injection pressure test is then conducted by pumping water at a constant rate into the test section and observing the pressure change in the drill pipe. Commonly, several different injection rates are used during the test. Single packer injection-permeability tests require substantially more equipment than pump tests, including a centrifugal test pump, a water meter to measure injection flow rates, connection pipes, a swivel plug valve, a 66 ------- pressure gage and sub for the gage, etc. Further details on equipment re- quirements and arrangement for testing are given in Bureau of Reclamation (1977). In addition to the above equipment, a clear source of water is re- quired for testing. This can be discharge from local wells or springs but should be of equal or better quality (lower IDS) than the formation fluid in the test zone. In arid areas this water may have to be trucked to the test site and can become a substantial cost item. The injection pump is the primary piece of test equipment. Tests are usually run using the rig's mud pump. These multiple-cylinder-type pumps usu- ally have a maximum capacity of from 25 to 30 gpm and provide acceptable test results only when low permeabilities or short test sections allow development of back pressure on the formation. In addition, since the fluctuating pres- sure through this type of pump is difficult to read accurately, it is recom- mended that a suitable centrifugal pump be obtained for testing. Tests should be run for 20 minutes or longer with readings of injection rates (gpm) and applied pressure (psi) taken at 5-minute intervals. Pressure can be increased during the test to determine rock characteristics but, to prevent blowouts or fracturing the borehole wall, it should not be taken too high. As a general rule-of-thumb, safe pressure in consolidated rock is 0.5 psi per foot of depth from the ground surface to the upper packer. Costs for the injection test vary with the availability of a suitable injection fluid and the cost of obtaining the surface equipment. It is esti- mated (in 1980 dollars) that $2,200 to $2,600 per test would cover the equip- ment, operation, and labor costs incurred by a single packer injection permeability test. Analytical Techniques T values can be calculated from a single packer drawdown/recovery test using methods discussed under "Drill Stem Tests" in this section. Injection- permeability tests are discussed in Ahrens and Barlow (1951). Figure 14 is a reproduction from this report that shows the setup for the single packer per- meability test. Parameters measured during testing are as follows: 1. Elevation of the ground surface at the test site (feet) 2. Radius of the hole, R (feet) 3. Length of the test section (the distance between the packer and the bottom of the hole), A (feet) 4. Depth from ground surface to bottom of the hole (feet) 5. Distance of swivel above ground surface (feet) 6. Applied pressure of head, \\2 (psi or feet) 7. Steady flow into well at 5-minute intervals, Q (gpm) 67 ------- SWIVELC GROUND SURFACE ZONEI BASE OF ZONE 1 ZONE II ((Ct+4)r(Tll+H.A)| WATER TABLE ZONE III (Cs+4) r H TOP OF IMPERMEABLE ZONE LIMITATIONS: Q/i < 0.10. S > 5A. A > lOr * Coefficient of penneeoility (ft/iecl under unit o/edient - StMdy flow into will (eft) - EffMtrw hMd - h, + h2 - L (ft) - In ttttibonwMT note. dtairafaMwMnnmrtMri bottom of hot* in tnt» ram* MtwMn mini md wmr tabte (ft) Cu K Q H "1 hj - ApplM pranm « colter (ft); 1 pri - 2.31 fMt L - H«d Ion in nip. d« to trteoon: foe qu»ntiti« C«« *«n 4 9pm in 1%" p.p«, it nwy M ignorad (ft) X - Pwemt of unmunMd itnta (X - H/Tu) A Imgth of twt wetion (ft) r - Ridiui of t«« note (ft) Niducttvitv coefficient, unsettmtso bed ductivity fflcitnt, Mturattd bid C> U - Thfeknm of umnunud mmrW (ft) S - ThickMiiofiniirandm«wial (ft) Tu - U - 0 * H O - Dimnc* from ground Hirfra to bottom of note (ft) a - Sorfiot am of tnt wction (ft); in Miihod I tnt of «nM ptut MM of bottom; Figure 14. Single packer injection test setup (after Ahrens and Barlow, 1951). 68 ------- 8. Nominal size of pipe (inches) and length of pipe (feet) between swivel and packer 9. Thickness of saturated material above a relatively impermeable bed, S (feet). In addition to the these measurements, head loss in the drill pipe due to friction (L), saturated bed conductivity coefficients (Cs), and a definition of boundary conditions between Zones 1 and 2 are required to interpret test results. Graphs required to determine these parameters and numerical examples are provided in Ahrens and Barlow (1951). Multiple pressure injection tests are performed in the same manner as de- scribed above except that the pressure is applied in more than one essentially equal steps. The applied pressure can be estimated by determining the maximum safe pressure and dividing by the number of pressure steps desired. Synthetic test results of multiple pressure tests for varying formation conditions have been postulated in Bureau of Reclamation (1977). These are given in Figure 15. Circled numbers on Figure 15 denote the following proba- ble conditions: 1. Probably very narrow, clean fractures; laminar flow; low perme- ability with discharge directly proportional to head 2. Firm, practically impermeable material; tight fractures; little or no intake regardless of pressure 3. Highly permeable, relatively large open fractures indicated by high rates of water intake and no back pressure (pressure shown on gage due entirely to pipe resistance) 4. High permeability with open and permeable fractures containing filling material that tends to collect in traps and retard flow; turbulent flow 5. High permeability; contains fracture filling material that washes out and increases permeability with time; fractures probably are relatively large; turbulent flow 6. Similar to (4) but tighter fractures and laminar flow 7. Packer failed or fractures are large and have been washed clean -- highly permeable; turbulent flow (test takes capacity of the pump with little or no back pressure) 8. Fairly wide and open fractures filled with clay gouge material that tends to pack and seal under water pressure (takes full pressure with no water intake near end of test) 9. Open fractures with filling that tends to block and then break under increased pressure; probably permeable; turbulent flow. 69 ------- I o> * Z 100 PRACTICALLY IMPERMEABLE NO INTAKE VERY PERMEABLE; TAKES CAPACITY OF PUMP; NO BACKPRESSURE PACKER BROKE LOOSE; TOOK CAPACITY 0010 50 1001 PLUGGED TIGHT WITH NO MEASURABLE INTAKE AT MAXIMUM PRESSURE EFFECTIVE DIFFERENTIAL PRESSURE (psi) Figure 15. Plots of simulated, multiple pressure, permeability tests (after Bureau of Reclamation, 1977). Tract C-b developers used a technique presented by Homer (1951) to ana- lyze the pressure-recovery data from the single packer tests. This method is essentially the same as Jacob's straight-line solution except that pressure in psi is plotted against time on semilog paper instead of water levels in feet. A drawdown analysis presented by Odeh and Jones (1965) on Tract C-b was used to analyze the multiple-pressure, single packer injection tests. Al- though developed primarily for formation evaluation from oil and gas wells flowing at variable rates, this technique has had wider application. Analysis of field data is conducted as follows (for greater detail, see Odeh and Jones, 1965): Production in barrels per day is plotted on regular graph paper versus time in appropriate units (minutes) Average flow rates for specific time increments are calculated 70 ------- The change in pressure, Ap, (original formation pressure minus flowing bottom-hole pressure) is determined and divided by the average flow rate (qn) for each increment, Ap/qn The sunmation of the different flow rates divided by the last flow rate is calculated as a function of time from the following expression and plotted against Ap/qn n-1 ~ X A Qi logCVti) Hn 1=0 where: qn is the last flow interval (bpd) q-j is the itn flow interval (bpd) tn is the total flow time (minutes) t^ is the flow time for each change in rate (minutes) The slope (m) of the resulting straight-line plot is determined T is calculated from the formula T = 7.06 u/m (where u is the viscosity of the fluid in centipoise). T values and permeability for single packer tests in Well SG-17 were cal- culated as described above. Computer plots from the analysis are given in the C-b Shale Oil Venture (1979). Remarks Single packer tests have performed well in the oil shale stratigraphy on the Federal tracts. Analytical methods for data interpertation are readily available. Detailed information was compiled for Tract C-b, borehole SG-17, where 40 single packer tests were performed. These data provided a composite picture of horizontal transmissivity through the lithologic section penetrated by the well. These data were the primary input parameters for a computer model spe- cifically designed for the Tract C-b mining and reinjection program. As such, the accuracy of these parameters is extremely important to the oil shale proj- ect. These computer-derived permeabilities are not consistent with values for the same test sections presented to the area oil shale office in February of 1975 (C-b Shale Oil Venture, 1975). In addition, test results would be more easily evaluated if they were presented in generally accepted water supply units (gpd/ft2) rather than Darcy units adopted in petroleum engineering. The primary drawback in using the single packer test method is that it is very costly. Setting up the pump for injection and the "round trip" for the rig to set and remove the packer is time-intensive. Because the tests are run 71 ------- prior to completing the well or core hole, geophysical logs useful in direct- ing the hydrologic program by defining test beds cannot be utilized. These drawbacks are in part overcome through hydraulic testing using the dual packer method described below. Dual Packer Tests Procedures, Equipment, and Costs Dual packer tests have been run on Tract C-b and are referred to as "mini-pump tests" in the C-b Shale Oil Venture (1979). In general, the test procedure is to drill the borehole to its final depth. The drill string is then removed and geophysical logs can be run in the open hole at this point if they are part of the overall testing program. The dual packer assembly is lowered to the bottom of the borehole and testing proceeds upward through the zones of interest. The packer assembly is set straddling the test zone and the desired test(s) are run. The packers are then deflated and moved up the hole to the next test horizon. The equipment utilized in dual packer testing includes the packers, a submersible pump, a multipurpose valve, and pressure transducers. The strad- dle packers should be gas-inflatable so they can be deflated and reinflated without requiring a return to the surface for redressing. This allows testing of all zones during one trip into and out of the hole. A submersible pump should be installed between the packers so that water samples and pump test data can be collected. The multiple-purpose valve installed between the pack- ers and above the pump provides access to the packed-off zone for fluid injec- tion and can be sealed off during pump testing. Pressure transducers installed above, below, and in the packed-off zone are used to measure pres- sure changes and detect packer failure. Surface equipment is be similar to that described for the single packer test. In 1978, the U.S. Geological Survey (USGS) developed a custom packer as- sembly for hydrologic testing and hydrofracturing by modifying a production injection packer manufactured by Lynes, Inc., of Houston, Texas. This equip- ment was tested in the Piceance Basin. Study results are documented in U.S. Geological Survey (1978). The USGS tests show that the dual packer assembly requires from one- quarter to one-third less time than a standard single packer assembly for the same hydrologic test because several tests can be performed on one round trip. Costs are cut in nearly direct proportion to the time saved, resulting in costs of about $500 for a 4- to 5-hour pump test and about $650 for an injec- tion test (if water is trucked to the test site). Analytical Techniques- Dual packer tests on Tract C-b were conducted in 1975 in twin holes SG-1 and SG-1A. Equivalent test zones with rich oil shale beds were isolated in each well with straddle packers and pump and injection tests performed. Semi- confined, unsteady-state conditions described by Hantush and Jacob (1955) were 72 ------- used to model the aquifer. Solutions for the unsteady-state flow have been described by Walton (1962) and Hantush (1956). These analytical methods are discussed below. Walton's method is a curve-fitting procedure from which transmissivity, storage coefficient, hydraulic resistance of a semipervious layer, and leakage factor of the water-bearing stratum can be determined. The reasoning used to develop the solution is similar to Theis' method except there are several type curves instead of one. This family of curves can be drawn from data published by Hantush (1956) or found in Walton (1962). The analytical procedure of Walton is as follows: A family of type curves is developed on double-logarithmic paper Drawdown versus time is plotted on double-log paper of the same scale as that used for the family of curves Observed data is superimposed over the family of type curves and the best fit is found keeping the x- and y-axes parallel A match point on the superimposed observed data sheet is selected and the four corresponding parameters are read These values are substituted into the appropriate equations and the hydrologic parameters of interest calculated. Hantush 's Method I (Hantush, 1956) solution uses the inflection point of the time-drawdown data plotted on semilogarithmic paper. To determine the in- flection point, the steady-state drawdown (maximum drawdown) is required and should be known through direct observation or by extrapolation. This method uses data from a single observation piezometer. The solution is developed as f o 1 1 ows : A plot on semilogarithmic paper of drawdown versus time (time on the logarithmic scale) is prepared and the best fit curve is drawn through the plotted points t Determine the value of the maximum drawdown by extrapolating the plotted points through time Calculate the inflection point (Sp) on the curve using the for- mula (see Hantush, 1956), Sp = -- Ko(r/L) 4irkD where Q is the discharge k is the hydraulic conductivity D is the saturated thickness 73 ------- r is the distance from the pumping well to the observation well L is the leakage factor of the water-bearing layer Ko is the Bessel function Read the value of time (tp) that corresponds to Sp t Determine the slope of the best fit curve at the inflection point (ASp) by the change in slope over one log cycle that includes the inflection point, or by the tangent to the curve at the inflec- tion point. Substitute the values at Sp and ASp in the formula, ^OJP. . er/L Ko(r/L) , ASp and determine the value of r/L by extrapolation from tables in Hantush (1956) t Transmissivity (kD) is then calculated using the equation, L er/L. 4irkD and a table of values for e~x (Hantush, 1956) The storage coefficient (S) can then be calculated using the fol- lowing equation: s , 4kD(tp) 2rL Hydraulic resistance (c) of the semipervious layer is then found from the relation, c = L2/kD. Injection permeability tests can be analyzed using the method of Odeh and Jones (1965) described earlier. An alternative injection test is presented in Ahrens and Barlow (1951) for steady flow conditions. Figure 16 is a diagram of the test setup and equations used to calculate the permeability coefficient (K). Measurements taken during testing are the same as those for a single packer test (see page 67) with the following exceptions: 3. Length of test section, A, is the distance between the packers (feet) 4. Depth, D, is measured from the ground surface to the uppermost part of the lower packer. 74 ------- SWIVELt GROUND SURFACE CurH BASE OF ZONE I ZONE! T A 2Q (Ctr)(Tu-(-H-A) ZONE II WATER TABLE 2r K-Q/CirH TOP OF IMPERMEABLE ZONE ZONE III LIMITATIONS: O/l < 0.10. S > SA, A > 10 r; in Mithod II, thidcnm of Mdl patter mutt to > 10 r. K - Cotfflotnt of pwmMbility (ft/Mel undar unit gradiant Q - StMdy flow into mil (eft) H - EffactiM hMd - h1 + h2 - L (ft) h, - In tut abo»a watar tabla. dlit»nc« tomaan tim* tat bottom of hok In tm totow wit»f ahte I ft); dimnM hmmin innivil md «mr tibt» Iftl hz - AppHad pranura at collar (ft); 1 pai I Haad Ion in pipa dua to friction; for quantitio Ian than 4 gpm in 1V pipa, it may to ignored (ft) X - Pareantof unMuratad itrata (X - H/Tu) A - LanothoftaitMctionlft) r - RadHnoftaathola(ft) Cu - Conductinty ooaffldant. umaturatad tod Cl - Conductivity coafficiant. uturatad tod U - TMcknan of unanuratad matarial (ft) S - TmcknanofianintadmnariaKft) Tu * U - O + H D - DManca from ground iiirfaea to bottom of hola (ft) a - Surfaca ana of tan Mcbon (ft); in Mathod I ana of wall pkn ana of bottom: mMathodllanaofwaH Figure 16. Dual packer steady flow injection test (after Bureau of Reclamation, 1951). 75 ------- Remarks Dual packer tests were conducted in only two holes, SG-1 and SG-1A on Tract C-b. In each of these holes a single, interconnected horizon was iso- lated and tests run without moving the packers. This testing method did not utilize the primary economic advantage of the dual packer assembly, namely, the ability to run several tests from one round trip in the borehole. Analysis of the pump test data from the same section using Walton's method shows large variations in T values. This variation could be caused by inaccuracies in the water level, pressure measures (pressure measurements are only accurate to ±1/4 foot), or significant leakage through the semipervious layer during testing, which makes a unique fit to the family of curves diffi- cult. T values calculated by the Walton and Hantush methods show relatively close agreement but are low in relation to other test results for the same bed. The accuracy of Hantush's method depends on precision water-level mea- surements and the estimation of the steady-state (maximum) drawdown. Fortu- nately, an independent check of T, S, and L can be made by substituting these parameters into equations presented by Hantush and Jacob (1955) and calculat- ing drawdown and time values that should fall within the observed data points. The equations utilized in this check are as follows: s = 9-W(u,r/L) 4irkD and where s = drawdown in the observation piezometer a distance r from the pumping well kD = aquifer transmissivity S = coefficient of storage t = time since pumping started and w(u,r/L) is the "well function" for a specific piezometer with distance r from sampling well and leakage factor L. Long-Term Pump Tests Procedures, Equipment, and Costs Long-term pump tests have been conducted on both Tracts C-a and C-b. Procedures for performing this type of test are given in numerous hydrology texts. Chapter 10, Bureau of Reclamation 1977 Ground Water Manual provides an in-depth discussion of acceptable methods, instrumentation, and required equipment for pump testing. 76 ------- Cost items are similar to those for a dual packer pump test (with or without the packers) and include labor, operation, and equipment. Total costs can range from $3,000 up to $10,000 for a more sophisticated long-term test with multiple observation wells. Analytical Techniques-- Long-term pump tests provide the most representative information on aqui- fer characteristics and boundary conditions. Analytical methods used by tract developers are similar to those discussed earlier and include curve fitting, calculation, and straight-line solutions. These methods have been developed for isotropic aquifers and therefore provide average values of the hydraulic parameters in anisotropic systems. Little information is developed for the maximum and minimum flow directions or rates that are important in mine design and developing dewatering programs. Anisotropic aquifer solutions that ad- dress these shortcomings are discussed below. Fracture-controlled aquifers in oil shale stratigraphy are prone to ex- hibit anisotropic flow with the principal axis parallel to the strike of the primary fracture system. The shape of the drawdown cone for the Upper Aquifer on Tract C-a, as defined by Weeks et al. (1974), is elliptical, indicating a strongly anisotropic aquifer. Several solutions to unsteady-state flow in confined or unconfined anisotropic aquifers have been presented by Hantush (1966) and Hantush and Thomas (1966). Alternate analytical methods are used based on available information for the anisotropic system. This information can be grouped into three cases: Principal direction of anisotropy known Principal direction of anistropy not known Drawdown ellipse for test well known. Solutions for these cases will be discussed in turn. Principle direction of anisotropy known (Hantush method)Geological and geophysical surveys of Oil Shale Tract C-a evaluated surface fault and joint systems. These data have been condensed into rose diagrams showing principal and subset joint and fracture systems. Figure 17 shows surface joint strikes from the outcrops in the vicinity of the mine development plan (MDP) area, Tract C-a. The primary joint set ranges from N40-70°W with N52°W as the average strike direction. Secondary and tertiary joint sets are also shown in the diagram and both have a joint frequency of two to five relative to the primary system. Figure 18 shows a rose diagram of photo!inear strikes within the MDP area, Tract C-a, from work conducted by R.A. Hodgson (1979). The pri- mary linear sets ranges from N45-75°W with N61°W as the average strike di- rection. Alternate joint systems are also presented in Figure 18. These data are in agreement with the surface geologic study and suggest the principal anisotropic flow axis should be about N57°W. Assuming that these data accu- rately define the principal direction of anisotropic flow (field data show principal flow direction more to the east), and that information from at least two groups of observation wells on different radial lines from the pumped well 77 ------- STRUCTURAL STRIKE AND DIP AVERAGE NUMBER IN EACH 10° INCREMENT 12% 16% 20% 20% 15% 10% 5% PERCENT IN EACH 10° INCREMENT JOINT STRIKE JOINT SET RANGE WTD. AVE.* PRIMARY N40°-70°W NS2°W SECONDARY N2a°-6(f>t N3S"»E TERTIARY N10°-20°W N12°W PERCENT OF TOTAL JOINTS MEASURED 54 19 19 92 APPROXIMATE RELATIVE JOINT FREQUENCY S 2 2 WTO. AVE. -WEIGHTED AVERAGE STRIKE (COMPASS OIRECTION) OF ALL JOINTS WITHIN THE SET. SOURCE. DATA FROM RIO BLANCO OIL SHALE COMPANY Figure 17. Rose diagram of surface joint strikes in vicinity of MOP area, Tract C-a (based on eight nearby outcrop stations). 78 ------- 71,750 fe«t - TOTAL OF LINEAR LENGTHS WITHIN MAP AREA (A! 47,495 tem TREND NW (66.4%I 24.075 fmt TREND NE (33.6%! PERCENT OF TOTAL LENGTH IN EACH 5° INCREMENT r STRIKE (S) LINEAR SET PRIMARY SECONDARY SUBSET SUBSET TERTIARY SUBSET SUBSET FOURTH FIFTH RANGE WTO. AVG. (Cl N4S-7S°V» NS-30°W N20-30°W NS-15°W N6S-90°E N80-90"E N8fi-7S°E NBO-aS°Y» NSO-60°E NS1°W N19°W N26°W N12°W N79°f N86°E N71°E NS4°W N58°E * PERCENT Of TOTAt LINEAR LENGTHS MEASURED ID) 22.8 22.7 19,2 5.9 49 10.8 10J3 9.5 7.4 APPROXIMATE LINEAR LENGTH FREQUENCY (E) 6 S 4 1 1 2 2 2 1-2 30.9 NOTES (A) MAP AHEA OF H0OSC FIGURE MI-I14 (81 REFERENCED FROM OHIO NORTH (J°W OF TRUE NORTH) (Cl WEIGHTED 3V LENGTHS OF ALL L1NEAHS WITHIN THE SET OR SUBSET (Ol PERCENT Of TOTAL LINEAR LENGTHS WITHIN MAP AREA (113 LINEARS WHOSE COMBINED LENGTH I57I.970IM1I <6I LINEAR SET PERCENTAGE COLUMN INDICATES APPROXIMATE RELATIVE LINEAR LENGTH FREQUENCY FOR EVERY 1 foot Of LINEAR LENGTH IN THf FOURTH AND FIFTH SETS,«, 5, AND * Itti ARE IN THE PRIMARY, SECONDARY, AND TERTIARY SETS. RESPECTIVELY SOURCE R A HODGSON GULF a«0 197(1 Figure 18. Rose diagram of photolinear strikes within MOP area, Tract C-a (data from R.A. Hodgson, Gulf R&D, 1979). 79 ------- is available, then the transmissivity parallel to the major flow axis (Tv), minor flow axis (Ty), and the storage coefficient (S) can be determined (see Figure 19). The procedure and equations developed by Hantush are as follows: Isotropic methods (Theis, Chow, Jacob) are used on each of the observation well rays to determine values for the effective transmissivity (Te), S/TI, and S/T2, Te = Parameters S/Ti and S/T2 are combined in Equation 3 to provide values of a and subsequently in Equation 4 to yield Tx and Ty a » II = cos2(e+an) + m sin2 (9+an) (3) Tn cos29 + m sin29 where: Tn is the transmissivity in the direction (9+ot) with the x-axis (Figure 19) m is equal to Tx/Ty (Te/Ty)2 . (4) If an = 1, then Equations 3 and 4 can be combined: m _ Te _ an cos2 9 - cos2 (9+an) Ty sin2 (9+0^) - an sin2 9 and m can be calculated because 9, a, a, and Te are known. Substituting m into Equation 4 provides values of Tx and Ty. Values of T]_ and T£ can be found by substituting m, 9, and a into Equation 6 and TI into Equation 3 to find 13: Tl = Tx/(cos2 9 * m Sln2 9) ' (6) S is determined from the relationship S/TI and S/T2 and should be essentially the same. Principal direction of anisotropy not known (Hantush method) If the principal direction of anisotropy is not known and there are at least three groups of observation stations on radial lines from the pumped well, then Tx, Ty, and S can be determined for the aquifer system. Figure 20 shows the re- quired observation wells and some of the parameters used in the solution. The method presented by Hantush is as follows: Isotropic methods are used to determine Te, S/TI, S/Tg, and S/T3 as discussed above. 80 ------- OBSERVATION WELLS Figure 19. Illustration of parameters used by Hantush (1966) (known direction of anisotropy). Figure 20. Illustration of parameters used by Hantush (1966) (unknown direction of anisotropy). 81 ------- S/T2, and 8/13 are combined in Equation 3 to determine 32 and 33. 9 can be calculated from the following equation because ci2 and 33 are known. tan(29) = "2 (a^l} sin2 a2 " ^2-D sin2 a3 (33-!) sin2 02 - (32'1) sin2 a3 t Substituting 33, 02, 9, and Tg into Equation 5 yields m, and TI, T2, and 13 are found by substituting Tx, 9, m, a2> a3> ancl al into the following formula: T = T / cos2 (9+on) + m sin2 (9+on) (8) 1 1 A S is then calculated from the relationship(s) S/TI, S/T2, and 5/13 and should be essentially the same value. Equal drawdown ellipse known (Hantush-Thomas) Hantush and Thomas (1966) have shown that if the effective transmissivity (Te), the length of the major flow axis (32), and the length of the minor flow axis (bs) are known for an anisotropic aquifer, then S, Tx, 3nd Ty C3n be calculsted. To utilize this method, sufficient observstion ststions sre required such thst equ3l drswdown ellipses csn be constructed 3bout the test well. Analytical 'methods and equa- tions presented by Hsntush snd Thomas sre ss follows: Isotropic methods sre used to determine Te 3nd S/t for each ray containing observation well(s). Te is substituted into the formul3(s) presented by Hantush (1966) 3nd drawdown (s) is calculated for any distance along a given radii for the desired time. s = __ w(u.) 4ir(Te) from Equation 4, Tx snd Ty can be determined. where u1 = r2S/4t(Tn) r is the radius from the test well t is the desired time W(u') is the "well function" From the s values, one or more equal drawdown ellipses are con- structed and as and bs are determined (note: if there are suf- ficient observation points, the equal drawdown ellipses can be constructed from field data). 82 ------- Tx, Ty, and Tn are calculated using the following relationships: Tx = as/bs (Te) (10) Ty = bs/as (Te) (11) (Te) The "well function" of W(u') is found using Te, a specific drawdown (s) ellipse, and a modification of Equation 9 (13) Corresponding values of u1 are found in tables presented by Wal- ton (1962) and S is computed from the following relationship: u, s 4(Te) ts 4(Tn) t Vertical hydraulic conductivity (leakage) for the Federal tracts has been calculated through a computer solution for the Neuman-Witherspoon leaky aqui- fer equation (Neuman and Witherspoon, 1969). If individual permeable zones within the Upper or Lower Aquifer systems are being evaluated (single or dual packer tests), leakage becomes a more important parameter and semi confined aq- uifer conditions more accurately model field conditions. The analytical meth- ods can be modified for semiconfined conditions by including the leakage factor (L). This is accomplished by modifying Equation 3 as follows: Tl _ /LA2 _ cos2 (9+On) + m sin2 (9+ctn) n/ cos2 9 + m sin2 an=-^Mpl= - = ~ <15) Tn \L where Ln = Tnc (c is a constant). The procedure is the same as above except that Equation 15 replaces Equation 3 and isotropic semiconfined methods are used to calculate Te and S/Tn. Remarks-- Anisotropic flow patterns controlled by major fracture systems have been analyzed by tract developers using the R.E. Glover method and reevaluated by Kaman Tempo using a technique described by Kruseman and Ridder (1976). This analysis is discussed in Slawson (1980b). The long-term pump tests conducted on Tract C-b, the analytical methods, and recommendations for test modifica- tions are also documented therein. EVALUATION OF MINE DEVELOPMENT DATA The third category of methods to obtain hydrogeologic data is evaluation of mine development data. Primary data sources contained within this category 83 ------- consist of those compiled from the existing monitoring program and ongoing mine construction. The results of baseline data collection programs on Lease Tracts C-a and C-b are presented in Sections 5 and 6 (pages 51-128) of a com- panion report entitled Monitoring Grgundwater Quality; The Impact of In Situ Oil Shale Retorting (EPA-600/7-80-132).Evaluation of the existing monitoring program and data compiled therein is discussed in detail in Section 9 (pages 150-185} of that report. As mine workings are developed, a perspective of the rock fracture and/or solution cavity system(s) can be gained, which can greatly supplement the data obtained in the two previous categories (geophysical methods and well testing procedures). For example, detailed surface geological surveys and analysis of photo!inear strikes have been used to define anisotropic conditions that will affect long-term pump tests. These data are presented earlier in this sec- tion. Additional information can be gained by examining and mapping fracture surfaces encountered during mine development, observing and recording relative amounts of water entering the mine in different zones and areas, and sampling the quality of such water encountered. The concept of mine development activities done in conjunction with hy- drogeologic assessment offers a unique opportunity to conduct studies such as the dewatering and reinjection programs conducted at Federal Tracts C-a and C-b. Unfortunately, no record was kept of the quantities or quality of waters transported during these programs and therefore assessment of their utility in defining the hydrogeologic framework could not be made. 84 ------- SECTION 4 SAMPLING METHODS This section addresses the sampling methods currently being utilized in the oil shale region. Factors that influence the sampling methods are also discussed. These factors include well construction, sample handling, and preservation techniques. WELL CONSTRUCTION FACTORS The groundwater hydrology in the oil shale region can be significantly affected by the stratigraphy and structure of the area. Therefore, it is im- portant to develop a site-specific characterization of the hydrogeology prior to the development of well specifications for a groundwater quality monitoring program. The purpose of this characterization work is to identify intervals of distinct water quality and hydraulic character. It is cost-effective to coordinate this hydrogeologic analysis with the preliminary resource explora- tion and evaluation efforts. In addition to the hydrogeologic considerations, monitoring needs are an important consideration. Each well should be located and designed according to the objectives of an overall monitoring strategy. For instance, wells needed exclusively for piezometric measurements require accessibility only for water-level measuring instruments and should be designed with a minimum inner diameter. The need to collect water quality data or to conduct pump or injec- tion tests dictate a different well design, as do wells monitoring two or more aquifers (i.e., multicompletion wells). Preliminary site-specific characterization of the hydrogeology and objec- tive analysis of the data requirements are essential to proper well design procedures. If this type of approach is utilized, both costly and timely well recompletion efforts will be avoided. Discussed below are some aspects of well design and construction that should also be considered prior to implementation of a groundwater quality monitoring program. Well Construction Open Well or Perforated Over Entire Aquifer This type of well construction is common in the oil shale region. When the rock is well consolidated and competent, such in as the Lower Aquifer, the 85 ------- well is left open. In the Upper Aquifer wells, where tubing is usually per- forated over the entire interval to maintain accessibility, caving is still a problem when semi consolidated rock is intercepted by the well. Both types of well construction are designed to monitor a single vertical interval, in this case the entire Lower or Upper Aquifer. Although this type of construction is commonly utilized for groundwater quality monitoring in the Piceance Basin, there are some disadvantages asso- ciated with the design. The regional hydrogeologic concept of a dual aquifer system (i.e., Upper and Lower) separated by the relatively impermeable Mahog- any Zone has resulted in this design. However, on a smaller scale, the groundwater hydrology is more complicated. It has been shown that the deep aquifer of the oil shale region is actually composed of numerous fractures and cavities (i.e., secondary porosity) that will contribute variable water qual- ity to a well completed over the entire interval. A sample collected from this well may reflect the composite water quality of the entire section or the water quality of a high head interval. In any case, the sample may not repre- sent the true groundwater quality for a given aquifer. A potential pollutant of low concentration present in this situation may become diluted below detec- tion limits in a composite sample, or it may not be detected at all in samples collected from an aquifer dominating the open section (i.e., a high head in- terval). In addition, a well completed over the entire section may not pro- vide any information on the source of the contaminant. In addition to water quality considerations, the hydraulic characteris- tics (e.g., transmissivity) of the different aquifer intervals are difficult to determine with this type of well design. Although an aquifer test will provide composite information on all of the aquifer intervals, the test proce- dure, without elaborate and costly modification, would be inconclusive for specific aquifer intervals. Furthermore, the interconnection of these differ- ent aquifer intervals can result in the collection of water quality samples from a layer exhibiting greater head rather than a composite including the ad- jacent layers. Multiple Completion Wells- Multiple completion wells are designed to monitor more than one aquifer interval (see Figure 21). The wells of this type in the Piceance Basin have two to four tubing strings per well, each of which are perforated in a spe- cific aquifer interval. Potential interconnection among the different aqui- fers is prevented by the placement of cement grout in the annulus above and/or below the perforated zone and in some cases by bridging plugs used in conjunc- tion with cement. This type of well construction is designed to minimize the problem of nondelineation of the vertical distribution of groundwater quality and hydraulic characteristics exhibited by the different layers within the Lower and Upper Aquifer zones. Although this type of well construction provides for more representative sample collection from the various horizons, there are some problems associ- ated with the present design utilized in the region. These problems include: 86 ------- 500 a. UJ Q 1,000 1,500 1.7101- .''J-:-'';.rV:VV i; J'J'i'-y.--/' 'I..';"-..*' "''""' f-rr V: j '-.I 8-5/8-inch CASING AT 156 feet CEMENTED TO SURFACE 7-7/8-inch HOLE DRILLED TO 1,036 feet 6-3/4-inch HOLE DRILLED TO 1.710 feet STRING No. 4: 2-3/8-inch tubing OPEN-ENDED AT 550 feet -TOP OF CEMENT 792 feet BY CBL STRING No. 3: 2-3/8-inch TUBING CEMENTED AT 1,040 feet PERFORATED 820 to 1,005 feet '"'« j / V',* ^ ra !.W» If";;'. £' ^r** '& i ..*.-; ^ i i .-:.-, ,;, -f-.y-:<. <;;{ <;&>;; w-i '- '/ ' K&| Sf!r:*r';^ l^^{ L?s-^ rlY/'i fe6ft!{l i',~-.J t-'.J/. .".'-.'' i;v f^'f'«- s.i*j fair" ('""' '''^ C'-j':{ li'Si1- ?'''''' Ui"'J'rtf' '^ i?3?* ii ^.;aSH ^r1:':-/::^.-*^ &6$j$fj( i 1 1 r rriTAi ncoTu STRING No. 2: 2-3/8-inch TUBING CEMENTED AT 1,501 feet PERFORATED 1,050 to 1,480 feet STRING No. 1: 2-3/8-inch TUBING CEMENTED AT 1,709 feet PERFORATED 1,530 to 1,680 feet Figure 21. An example of multiple completion well, Tract C-b Well S6-21. 87 ------- t From a technical standpoint, pumping is the preferred method for assuring the collection of representative samples. Because the diameter of the tubing strings in these multiple completion wells will not accommodate a submersible pump, this type of well design is not recommended in the groundwater monitoring network. Although cement grout and bridging plugs are utilized, it is dif- ficult to completely ensure that interconnection will not occur between different aquifer intervals using these techniques. If interconnection does occur, water quality samples collected from the well may be nonrepresentative and costly recompletion efforts may be required. The structural properties of the small-diameter tubing strings are, in some settings, insufficient at the depths required for monitoring deep aquifers. Failure of a tubing string can result in very expensive and time-consuming replacement. It should be noted that the above referenced groundwater monitoring sys- tem was derived from a well recompletion effort conducted on a tract in the Piceance Basin. Many of the problems cited are due to the well design prior to recompletion (e.g., the 2-5/8-inch tubing strings). It is strongly recom- mended that future multiple completion designs be modified to allow for 6-inch diameter wells. This aspect would not only provide for sample collection by pumping but also significantly reduce potential failure of a well at depth. To accommodate a submersible pump for sample collection, larger-diameter boreholes are required for installation of the larger diameter, multiple com- pletion wells. The borehole should be drilled large enough to accommodate the casing, 6-inch-diameter well strings, and cement grout. These proposed well specifications require an annulus of 10 to 12 inches. The cost implications (in 1980 dollars) of this increase in diameter are substantial during the ini- tial drilling operation, on the order of $26 to $30 per foot. Casing costs are estimated (in 1980 dollars) to be in the range of $10 to $13 per foot. Drilling, casing, and equipment costs can be obtained for comparison purposes in Everett et al. (1976). In Everett et al. (1976), a methodology for updat- ing the 1976 costs is provided. Although the costs are substantially higher for the multiple, 6-inch well design, the sampling approach is more effective compared to the smaller diame- ter tubing strings. The common procedure for sampling these smaller diameter wells is a bailer, which represents a passive method of groundwater quality monitoring. The effectiveness of a well in providing baseline water quality data and/or detecting potential pollutant excursions using bailing techniques is dependent upon the location of the well and the hydrologic gradient. In comparison to pumping, the passive nature of a monitoring program utilizing bailing as a sample collection method requires an additional number of wells to be incorporated in the network. The larger diameter wells allow samples to be collected by pumping. Since pumping samples a larger cross-sectional area of the aquifer, fewer wells are required in the monitoring program. The ac- tive nature of this sampling approach will also allow the detection of any ------- potential pollutants present in the zone of groundwater flow intercepted by the pumping. Well Size The diameter of the monitoring well should be large enough to accommodate the sampling tool. Where a submersible pump is to be utilized in deep aqui- fers, the well diameter should be at least 6 inches. For shallower alluvial wells, a 4-inch-diameter well is adequate to accommodate a submersible pump. Wells from which water-level measurements are required need only be 1 inch in diameter. The diameter of the borehole into which the casing is placed must be at least large enough for proper casing placement. It is recommended that the borehole be at least 2 inches larger than the casing in the multiple comple- tion wells to permit proper placement of the cement grout around the casing and adjacent to the layers or aquifers that are to be sealed from the well. The approximate costs of drilling, casing, grout placement, etc. are pro- vided in the discussion on well construction above. Annular Seal The annular space consists of the area between the casing material and the borehole. This space is unavoidable regardless of the drilling method or casing installation. To prevent contamination of the well from surface drain- age or from formations other than the aquifer to be monitored, this annular space should be sealed. The most common material used in providing an annular seal is cement grout. Cement grout is a fluid slurry composed of a mixture of Portland ce- ment and water. The ratio of water to cement for a suitable grout mixture is 5 to 6 gallons of water per 90 pounds of cement (Johnson Division, 1966). Mixtures of more than 6 gallons of water to 90 pounds of cement should not be used because the amount of shrinkage upon settling increases with water con- tent, producing an inadequate annular seal. In addition, the water used for the grout should be free of oil or other organic material, dissolved solids content should be less than 2,000 mg/1, and the sulfate content should be kept to a minimum. The correct placement of the cement grout is equally as important as its composition. To assure that the grout will provide a satisfactory seal against potential pollutants from the surface or aquifers not to be incorpo- rated in the monitoring well, implacement should be continuous with the cement slurry introduced through a pipe 2 to 4 inches in diameter. Introducing the grout through a pipe to the desired depth will prevent any gravitational sepa- ration of the cement due to "free falling." This aspect is particularly im- portant in the deep aquifer wells where the grout may have to be placed at great depths to prevent aquifer interconnection. 89 ------- Casing Material Well casing materials can play a critical role in a groundwater quality monitoring well. The potential influence of the casing material on groundwa- ter chemistry, the structural properties of the well, and economics of the monitoring program are all important considerations. In general, the proper selection of casing requires site-specific evaluation of the monitoring objec- tives, groundwater characteristics, and the anticipated well specifications. Some properties of various well casing materials that should be considered and evaluated prior to installation are presented below. Plastic Casing and Screens- Plastic well casing is widely utilized in groundwater monitoring wells, particularly at shallow depths. The most common type of plastic casing used is polyvinyl chloride (PVC). The primary advantages associated with PVC casing include: t Nonconducting electrochemical reactions will not be a factor affecting the groundwater quality Inert resists chemical attack (with the exception of ketones, esters, and aromatics (U.S. EPA, 1977) Lightweight easy to handle and install Inexpensive when compared to other casing materials (i.e., steel and stainless steel) if the previous recommendations are fol- lowed (i.e., 6-5/8-inch-diameter wells), the PVC should be at least schedule 40 (19/64 inch) in thickness; with these specifi- cations the PVC would cost approximately $2.50 to $3.00 per foot (Everett et al., 1976). The disadvantages associated with PVC casing include: The structural properties of PVC may be inadequate at depth. Given the well consolidated rock in the oil shale region, this should not be a great problem provided the casing is installed correctly and the pipe schedule is selected properly. If PVC is cemented together, organic solvents will be introduced into the groundwater system, resulting in anomalous trace organic determinations. To alleviate this problem, it is suggested that pressure joints be used for PVC connections. PVC possesses a hydrophobic surface when initially introduced into the groundwater system, causing trace organics to be ex- tracted from the groundwater until equilibrium between the PVC and the groundwater system is reached. 90 ------- Steel Casing and Perforated Tubing-- Steel casing and perforated tubing is widely used in the deep aquifer wells of the Piceance Basin. The basic disadvantages of utilizing steel mate- rials in a well are: Steel casing and tubing materials are active conductors and will be involved in electrochemical reactions, in most cases causing the plating of iron (although iron can go into solution as well). Steel materials can contaminate water quality samples collected from the well through the introduction of trace metals derived from the casing or tubing. Also, the sorption of trace metals or organic constituents may occur due to metal oxides. In the Piceance Basin, perforated steel tubing commonly has to be replaced due to the corrosive groundwater environment, which is a costly procedure. Excessive corrosion can result in nonrepresen- tative samples being collected from the well. The structural properties of the small, 2-5/8-inch perforated tubing strings are, in some cases, not sufficient to withstand deep aquifer conditions. In this situation, the tubing will fail and accessibility to the well will not be maintained. Steel materials cost approximately $1 to $1.75 more per foot than PVC. Steel materials can be more difficult to handle. Many of these disadvantages are due to the restricted well diameters. If the inner diameter of the wells were expanded to 6 inches, nonpumping sampling techniques could be discontinued. In addition, the collection of groundwater samples that reflect the effects of the steel casing material would be mini- mized, provided the well is flushed prior to sample collection. Failure of the wells can also be significantly reduced, if not completely eliminated, with the increased diameter. Stainless Steel Casing and Screens- Stainless steel materials technically surpass any material for groundwa- ter quality monitoring purposes. They are inert to all chemical reactions and will not contaminate the groundwater environment. Furthermore, stainless steel materials are structurally stable under any conditions if selected properly. The major detriment to installing stainless steel materials in monitoring wells is the cost. Stainless steel screen generally costs between $25 and $35 per foot, significantly more than other casing materials. The advantages of the stainless steel material do not compensate for the economics, particularly when the disadvantages associated with the other materials can be mitigated if correct sampling procedures are followed. 91 ------- Well Security and Protection As with any well, proper procedures should be taken to ensure the protec- tion and security of the monitoring well after installation. These procedures will prevent the inadvertent or deliberate introduction of materials into the well. Proper protection will also deny accessibility to small rodents. These foreign materials can notably affect the groundwater quality data obtained from the well, particularly if nonpumping sampling techniques are practiced. Well security can be best acquired by placing a locking cap on the well. If continuous monitoring equipment (e.g., Stevens Water Level Recorder) is em- ployed, it should be protected as well. This can usually be done by welding a metal box with hinges onto the well casing and installing a lock on the metal box. WELL DESIGN AND SAMPLING COSTS Well Design Costs Approximate costs for each well design are provided below. These costs assume that 24 sites were selected for each well design. This assumption pro- vides for a per-well distribution of the base costs that are accrued by a mul- tiple drilling operation. Such base costs include capital requirements for mobilizing drilling equipment to the region, contracting geophysical equipment on a monthly basis, and delivery of materials (i.e., tubing strings, casing, packers, etc.) to the site. The costs provided tributed among the Upper sign would have 12 dual Aquifer (see Figure 22), to construct 2 wells per one in the Lower Aquifer for each approach since below assume that the number of wells were evenly dis- and Lower Aquifer. For instance, the Tract C-a de- completion wells montoring both the Upper and Lower whereas the U.S. Geological Survey (USGS) approach is site (see Figure 23), one in the Upper Aquifer and This distribution will assure comparable well costs there are the same number of wells in each aquifer. The approximate costs of each well design are as follows: Design USGS Upper Aquifer well Lower Aquifer well Tract C-a Dual completion well Tract C-b Multiple completion well Approximate cost per well (dollars) 18,000-20,000 35,000-38,000 35,500-38,000 39,000-44,000 Approximate cost per site (dollars) 53,000-58,000 35,500-38,000 39,000-44,000 92 ------- DEPTH (ft) 8-5/8-inch SURFACE CASING CEMENT 11-inch HOLE SIZE 25-foot CEMENT (TO *850 feet) HALLIBURTON SPEED E-LINE BRIDGE PLUG PACKER (TENSION) CEMENT 4-1/2-inch LINER 6-3/4-inch BOREHOLE HORIZONTAL SCALE: 1""1' VERTICAL SCALE: 1" - 200' 1,800 Figure 22. Typical recompleted Upper Aquifer monitoring well for Tract C-a (derived from Rio Blanco Oil Shale Co., March 1979). 93 ------- UPPER AQUIFER WELL DISTANCE BETWEEN WELLS = 100 feet 500- 1000- x a. in a 1500- 2000- 2500- UINTA FORMATION UPPER AQUIFER ~l 8-5/8-inch OD STEEL SURFACE CASING 11-inchANNULUS CEMENT LOWER AQUIFER WELL -6-3/4-inch BORE HOLE 6-5/8-inch OD STEEL CASING MAHOGANY ZONE GREEN RIVER FORMATION 5-1/2-inch BORE HOLE- LOWER AQUIFER HORIZONTAL SCALE. 1" > V VERTICAL SCALE: t " 250' Figure 23. USGS Upper and Lower Aquifer monitoring well design, Sampling Costs The approximate sampling costs for each well design and corresponding sampling method are presented in the subsection that follows ("Sample Collec- tion Methods"). In addition to the sampling methods currently being utilized in the oil shale region (i.e., bailing, swabbing, and portable submersible pump), a fixed submersible pump was analyzed as a sampling approach. For com- parison purposes, the costs for each sampling method were developed under the assumption of a quarterly sampling frequency of 12 Upper and Lower Aquifer wells for a 5-year period. Sampling costs include the wages for personnel, the materials utilized, and equipment capital requirements. 94 ------- The sampling costs and corresponding well design costs (derived from well design cost data presented above) are given in Table 13. Based on the data presented in Table 13, it is apparent that the bailing method is the best ap- proach from a cost perspective. The portable submersible pump and swabbing methods are very expensive compared to the bailing method and, therefore, are not recommended. Although the fixed submersible pump is more expensive to utilize than bailing, this method should not be ruled out due to the technical advantages of the approach. Each method is discussed further in the discus- sion of "Sample Collection Methods" (below). The initial step in developing the well construction costs was to iden- tify the specifications for each design. The costs for the drilling opera- tions, geophysical logging, and materials relative to each of the design specifications was provided by companies dealing in these areas. Three compa- nies were contacted for each of these areas and average costs were developed. These construction costs were then reconfirmed by the respective designers (i.e., USGS, Tract C-a developers, and Tract C-b developers). In most cases, the sampling costs were provided through correspondence with USGS, Tract C-a developers, and Tract C-b developers. The costs that were not included in this correspondence were developed in a similar manner to the well construction costs. MONITOR WELL PLACEMENT The placement and design of monitoring wells is defined by the design of the MIS operation, the site-specific hydrogeology, and by the potential mobil- ity of the constituents from the MIS retorts. An earlier companion report (Slawson, 1980a) examined proposed monitoring programs for Federal Oil Shale Tracts U-a and U-b to identify information deficiencies and to develop a moni- toring design program. Monitor well program designs are developed for differ- ent aspects of the MIS mining operations. Specific examples are presented that show monitor well placement for proposed and existing alluvial, Bird's Nest, and Douglas Creek aquifers. Additional wells are identified in the sat- urated zone of the Uinta and Green River Formations above the Bird's Nest aq- uifer. Source specific monitoring systems for spent shale landfills include observation wells and multiple completion wells, as well as geophysical and unsaturated sediment monitoring devices. For greater detail on monitor well placement, see Slawson (1980a), entitled Groundwater Quality Monitoring of Western Oil Shale Development: Monitoring Program Development. SAMPLE COLLECTION METHODS Three predominant methods of sample collection are commonly utilized in the oil shale region: bailing, swabbing, and pumping. Each of these sampling procedures is discussed below with respect to advantages and disadvantages of the methodology, as well as the approximate costs for initiating and conduct- ing each procedure. Related issues, i.e., quality and custody control of the water quality samples obtained, are discussed by Everett (1980) and Slawson (1980b). 95 ------- TABLE 13. SAMPLING COSTS Fixed Submersible Portable Submersible Bailing Swabbing Item Pump Pump (USGS) (Tract C-a) (Tract C-b) Well Construction 53,000-58,000a 53,000-58,000 35,500-38,000 39,000-44,000 Sampling Costs Capital Requirements 61,800-79,800 55,000-60,000 8,000-10,000 N/Ab Operational Requirements (Quarterly) 200-400 1,400-1,700 200-400 16,000-18,000 Labor (quarterly) 135-200° 11,200-14,000d 135-200° 3,500-4,300e Five-year Total (including construction of 12 monitoring well sites) 704,500-787,800 943,000-1,072,000 440,700-478,000 858,000-974,000 Notes: ill CO! Assumes similar well construction for fixed pump as with portable pump. All costs in 1980 dollars. a Tract C-b contracts swabbing rig, thereby eliminating capital requirements. cAssumes the sampling of eight wells per day. Assumes sampling of one well per day. eAssumes the sampling of three wells per day. ------- Ba Bailing involves introducing a hollow cylinder that is supported from the surface into the well. Figure 24 portrays the features of a Kemmerer sampler, a commonly used bailer. The cylinder can be tripped to close at any desired depth thereby collecting a sample. The important aspect of the Kemmerer sam- pler is that it allows the water to flow through the cylinder, thus permitting samples to be collected from any depth. Samplers that are open at the top and sealed at the bottom do not have this flow-through characteristic and should not be used because the sampler is generally filled with the first water en- countered in the well, i.e., the water near the static water level. D510 m J 1 I II II 2fK II I) II 4c n M n n _ i ^. ch- i-ch * <: '} dh I .St 9 U-^J h "9 J j$ Iv m o spr P spr J^o : ch Chain that anchors upper valve to upper interior guide Rubber drain tube Brass drain tube Interior guide fastened to inner surface of sampler Rubber tube Jaw of release Jaw spring Lower valve Messenger Opening interior of drain tube Pinch cock Upper release spring operating on horizontal pin, one end of which fits into groove on central rod spr Spring fastened to lower internal guide and operating in groove on central rod to provide lower release Stop on central rod Upper valve Left: View of complete sampler with valves open Top Right: Another type of construction of upper valve and tripping device Bottom Right: Another type of construction of lower valve and drain tube' Figure 24. Features of the modified Kemmerer bailer (P.S. Welch, Limnological Methods, p. 200, Figure 59). 97 ------- The major advantage of utilizing the bailing method is that it allows samples to be collected from small-diameter wells that have relatively deep static water levels, a situation that generally restricts the use of other sampling methods. Bailing is also very simple to use and does not require a large number of personnel for operation. It is also fairly inexpensive, with capital requirements (i.e., bailer, winch, power source, truck, etc.) of $8,000 to $10,000 (in 1980 dollars). There are a number of potential problems associated with bailing water quality samples. Extreme variations in the water quality data can be observed when the depth selected for sampling is inconsistent. This is pronounced when the well is completed in an aquifer possessing multiple permeable intervals, which may contribute dissimilar water quality. The groundwater in such wells can be stratified, resulting in noticeable vertical changes in water quality. Schmidt (1977) attributes this stratification to the distinct water quality in each permeable zone penetrated by the well. Schmidt (1977) also suggests that variations in the composition of aquifer materials with depth and possible differences in the sources of recharge can modify groundwater quality in wells penetrating these intervals. An additional problem is the nonrepresentative nature of the sample col- lected. Water standing in the well bore above the screened or open interval will be isolated and have little or no mixing with natural groundwater. This stagnation effect is particularly pronounced in little-used or nonpumping wells. Samples collected from this stagnant zone are not indicative of the groundwater quality and will result in unrepresentative data. Factors con- tributing to the unrepresentative nature of the samples collected from the well bore include the introduction of unnatural constituents through the in- teraction between the casing with the groundwater system, as well as foreign material entering the well from the surface. Furthermore, changes in pH, and subsequently in water quality, can be induced through the variations in pres- sure and C02 dissolution in the well bore (Summers and Brandvold, 1967). The magnitude of the vertical variations that can be observed during sam- pling a well is shown in Figures 25, 26, and 27. These vertical profiles were compiled by collecting samples from specific depths via a bailer and perform- ing specific conductance and temperature measurements for each sample. The results of the detailed water chemistry analysis for selected samples are shown in Table 14. The temperature and conductivity profile for Well GS-13 (well diagrammed in Figure 28) show a declining level of conductivity over the approximately 375 feet of water standing in the well bore. The conductivity measurement ob- tained near the static water level was 2,300 umho/cm, compared to a measure- ment of 1,600 ymho/cm obtained near the bottom of the open interval (see Fig- ure 25). Temperature measurements were much more uniform with depth. Appreciable increases in conductivity with depth were also noted in Wells D-17 and D-18 (Figures 26 and 27, respectively). In Well D-18, an order-of- magnitude increase in conductivity was observed in a very small interval near the bottom of the well. Above this level the conductivity was very stable. The decline in conductivity with depth noted in Well GS-13 is also seen in the 98 ------- DEPTH (ft) 0 100 200 300 400 500 600 700 800 900. POTENTIOMETRIC SURFACE 425 ft I I I I I I I I I I I Figure 25. 16 17 18 19 20 21 22 23 13 14 15 16 17 SPECIFIC CONDUCTANCE (Mmhm/cm @ 25° C) X 10? TEMPERATURE (°C) Variation in specific conductance and temperature with depth, Upper Aquifer Well GS-13, Tract C-a. 99 ------- DEPTH 0 100 200 300 400 500 600 700 800 900 1000 (ft) 1100 POTENTIOMETRIC SURFACE 373 ft I I I I I I I 12 14 16 18 20 22 24 26 15 16 17 18 19 20 TEMPERATURE (°C) SPECIFIC CONDUCTANCE (Mmhot/cm @ 25° C) X 102 Figure 26. Variation in specific conductance and temperature with depth, Lower Aquifer Well D-17, Tract C-a. 100 ------- DEPTH ft) 0 100 200 300 400 500 600 700 800 900 1000 1100 1200 1300 1400 1500 1600 17OTI - - - _j i POTENTIOMETRIC SURF * <, \ I I I I I I I I I 10 20 30 40 50 60 19 20 21 22 23 24 SPECIFIC CONDUCTANCE TEMPERATURE (°C) (nmhos/cm@25°C)X102 Figure* 27. Variation in specific conductance and temperature with depth, Lower Aquifer Well D-18, Tract C-a. 101 ------- TABLE 14. VARIATION IN WATER QUALITY WITH DEPTH IN SELECTED DEEP AQUIFER WELLS, TRACT C-a o PO Depth (feet) Well GS-13 Constituent* pH Specific conductance Total dissolved solids Calcium Magnesium Sod i urn Potassium Bicarbonate Carbonate Sulfate Chloride Fluoride Ammonia Arsenic Boron Mercury Selenium Dissolved organic carbon Note: a Constituent units are mg/1 450 7.3 1,940 1,409 67 118 281 0.8 775 <1 610 13.4 0.48 <0.1 0.01 0.29 <0.001 <0.01 28.6 except for 575 7.5 1,559 1,140 46 89 213 0.5 551 <1 466 11.4 <0.1 <0.1 <0.01 0.31 <0.001 <0.01 30.6 pH units 725 7.5 1,344 1,160 42 82 194 0.4 637 <1 262 35.7 <0.1 <0.1 <0.01 0.31 <0.001 <0.01 27.2 and specific Well D-17 475 9.1 1,344 1,093 3.4 32 372 1.9 686 8.8 304 28.2 1.6 <0.1 0.01 0.31 <0.001 <0.01 24.1 conductance 875 9.0 1,790 2 1,174 1 3.9 30 417 2.6 898 1 13.1, 170 53.6 2.6 <0.1 <0.01 0.53 <0.001 <0.01 35.0 in pmhos/cm 990 8.6 ,210 ,524 5.0 24 557 2.3 ,355 4.8 118 59.0 5.6 <0.1 <0.01 0.73 <0.001 <0.01 25.7 at 25°C. Well 1,400 8.2 3,856 2,954 2.2 6.6 1,224 2.3 3,089 <1 97 47.2 9.3 <0.1 <0.01 0.79 <0.001 <0.01 12.4 D-18 1,500 8.1 64,794 37,839 2.8 6.8 16,816 14.2 45,682 <1 220 480 10.1 3.9 <0.01 0.87 <0.001 <0.01 21.0 ------- DEPTH (ft) BRIDGE PLUG CEMENT 1751 Figure 28. Well diagram of Upper Aquifer Well GS-13, Tract C-a. 103 ------- water chemistry data (Table 14). The largest changes with depth were observed for the major inorganic ions. The trace constituents and DOC were generally more stable with depth. The general ionic composition is fairly consistent at all three depths in Well GS-13, although sulfate concentrations decreased with depth to a greater extent than most other ions. The increases in conductivity with depth observed in Wells D-17 and D-18 are also consistent with water chemistry analysis (Table 14). Most of the conductivity increase in Well D-17 can be attributed to increased sodium bi- carbonate concentration. Magnesium, carbonate, and sulfate levels decline with depth. Thus, the salinity of the water increased and the ionic composi- tion of the well water changed. The variation in water quality with depth, as indicated in Figures 25, 26, and 27 and Table 14, demonstrate the importance of consistent sample col- lection depths. This is a very critical area and essential to accurate data interpretation. The depth selected for sample collection is of equal impor- tance. It is obvious that a sample collected near the static water level or in the cased section above the aquifer is unrepresentative of the groundwater system. Therefore, it is recommended that samples be collected from the por- tion of the well that is screened or open and adjacent to the aquifer. To collect a representative sample using the bailer method and to assure the above-cited effects are minimal, at least one well volume of water should be evacuated from shallow wells in which the groundwater movement is very slow. This is particularly important because stagnation effects can greatly influence the water quality of these low-yielding wells. Once one well volume has been removed, a representative sample can be obtained. In very-low-yield- ing wells where the evacuation process has resulted in dryness, the well should be allowed to recover prior to sample withdrawal. Removal of one well volume is very impractical for eliminating stagnant water in a deep well with the bailer method because of the quantity of water obtainable from the well on each down-hole trip. Attempting to evacuate one or more well volumes would be very time-consuming and inefficient for the field personnel. As previously demonstrated, representative samples of the natural groundwater system can be obtained by sampling adjacent to the open or perforated section. Marsh and Lloyd (1980) have indicated that this is par- ticularly true for wells that monitor aquifers where significant groundwater movement is occurring. If this type of approach is to be utilized, the hy- draulic characteristics of the aquifer to be monitored should be determined. These characteristics can be best determined during the initial drilling oper- ations. However, if postdrilling determinations are necessary, down-hole flowmeter surveys and other geophysical methods can be beneficial. Additional modification of the sample chemistry can occur when transfer- ring the sample from the bailer to the sample container. Precipitation of easily oxidized constituents by introducing atmospheric oxygen during the transfer and altering the natural oxidation-reduction potential is of primary concern. The loss of dissolved gases is also a potential problem during the transfer process. To alleviate the effects of the sample transfer, sample 104 ------- contact with the air should be minimized. Furthermore, caution should be taken when transferring the sample in order to prevent unnecessary agitation. An additional consideration when sampling is the number of samples neces- sary to determine the difference among data collected during different sam- pling periods. To accurately address this consideration, the variability of the data needs to be established. To identify this variability, four repli- cate samples were collected from selected depths in four wells. The sampling program involved the (1) collection of field data (i.e., specific conductance, temperature, and pH) and (2) collection of samples for detailed chemical analysis. The results of the statistical analysis indicate that only one sample is necessary for accurately determining a difference among data sets for the ma- jor constituents (e.g., bicarbonate, sodium, TDS). This is also true for con- stituents that are intermediate in concentration (e.g., sulfate, chloride). For the constituents that are low in concentration (.e.g, calcium, magnesium, fluoride, etc.), an extremely high number of samples appears to be required. However, this aspect can be attributed to the statistical procedure and it is therefore not necessary to collect more than one sample to characterize these constituents. In summary, the following procedure is recommended for collecting samples from a well when using a bailer: 1. Use a flow-through type of bailer (e.g., Kemmerer sampler) 2. Compile well completion data; of particular importance is well diameter, depth to aquifer, aquifer thickness, and total depth 3. For shallow wells with very slow groundwater movement, estimate the well volume from the well completion data and extract at least one well volume previous to sample collection. 4. For both shallow and deep wells, select a sampling point adja- cent to the aquifer 5. Consistently sample from the same depth and adjacent to the aq- uifer during every sampling effort 6. It is necessary to collect only one sample from the well 7. Measure temperature, specific conductance, and pH in the field. Pumping The use of a submersible pump is a common procedure for sample collection from the alluvial wells on Tract C-b and the deep wells monitored by the USGS. For this sampling method, the submersible pump is introduced to the desired depth and a sample collected from the discharge line. A typical pumping appa- ratus configuration is shown in Figure 29. 105 ------- 110-V POWER SUPPLY ELECTRIC POWER CORD- CASING- WATER METER DISCHARGE PIPE -STATIC WATER LEVEL CEMENT- DRILLHOLE- PUMP INTAKE - MOTOR Figure 29. Typical pump apparatus configuration (after Slawson, 1980b). The use of the submersible pump for sample collection is the superior sampling approach. Submersible pumps can be used to collect samples from any depth provided the pump is properly selected and the well is conducive to pumping. Submersible pumps can efficiently extract sufficient volumes of wa- ter and eliminate the stagnant well bore water, thereby allowing representa- tive sample collection. Extraction can be performed in a relatively short period of time. Additional advantages of submersible pumps include: Easy installation and withdrawal from a shallow well (although a great deal of effort may be required for a deep well) t Little maintenance is required 106 ------- They can be used as portable or fixed pumps; both Tract C-b and USGS personnel have designed a truck-portable pump capable of ef- ficiently servicing a suite of wells The well discharge can be easily controlled and both very low or very high discharges can be obtained They have relatively little effect on the native aquifer water quality (nitrogen and airlift methods, however, can substantially alter the iron content and pH of the water and, therefore, are not recommended). Although these characteristics make the submersible pump the preferred sampling approach, some aspects may preclude its use. The primary disadvan- tage of the submersible pump is the minimum size requirements of the well an- nulus. Submersible pumps generally require a minimum 4-inch-diameter well for shallow sampling efforts and a 6- to 8-inch-diameter well for deeper sampling. As most of the wells in the study area have 2-5/8-inch tubing in the deep wells, the use of a submersible pump in the sampling program is limited. An additional disadvantage of this approach is the capital requirement, which can be significantly higher than other sampling devices. The Tract C-b truck-portable pump, which is capable of sampling at depths up to 100 feet, costs $10,000 to $12,000 in 1980. However, the USGS portable pump rig, which is designed to be set at depths of 500 to 600 feet (i.e., Upper Aquifer wells), requires an initial expenditure of $50,000 to $60,000. Rigs designed to sample Lower Aquifer wells require a capability of pumping from depths of 1,000 to 1,500 feet and require an initial expenditure (in 1980 dollars) in excess of $70,000, substantially more than the capital requirements for bail- ing. In addition, the time required for pump placement and withdrawal at these depths is about 7 to 12 hours, depending on the depth of the pump place- ment (i.e., sampling Upper or Lower Aquifer). As pointed out above, a mobile pumping rig for sampling deep wells (i.e., Upper and Lower Aquifers) is very time-consuming and expensive, particularly on a frequent sampling basis. A more feasible approach may be a fixed pump in each well and a mobile generator for a power source. This approach requires substantially less manhours because the time for pump placement and withdrawal is eliminated. The approximate initial expenditure for a submersible pump in each well, capable of pumping from up to 1,600 feet at 40 gpm, is $6,600 to $7,800 (in 1980 dollars). Additional expenditures of $950 to $1,980 (in 1980 dollars) are required for each well for discharge pipe, power line, etc., de- pending on the depth of the pump. To employ this sampling method efficiently, some expertise in the follow- ing areas is required: pump placement, discharge rate, duration of discharge, and representative sample collection. Although the submersible pump repre- sents the most reliable method for collecting representative groundwater sam- ples, incorrect procedures can produce inaccurate data. In addition, applying consistent procedures during each sampling event allows better comparison among the data collected on different dates. 107 ------- Before establishing the sampling procedures for each well (i.e., pump placement, discharge rates, etc.), the wells need to be individually evalu- ated. Samples for water quality analysis should be collected only after the discharge has equilibrated. Additional factors to be considered during this evaluation include local hydrogeology, well construction, and well location, all of which can affect the time associated with obtaining a stable or equili- brated well discharge. The importance of testing wells individually prior to establishing sam- pling protocols is apparent from the data presented in the following figures and tables. These data were collected from three wells installed by the USGS in the Piceance Basin. The typical well construction for these wells is shown in Figure 23. The objective of this sampling program was to evaluate the variability of the water quality with pumping time. The types of data collected during this survey included continuous pH, temperature, and specific conductance measure- ments. Samples for detailed chemical analysis were also collected at selected intervals. As Figures 30 through 34 indicate, the conductivity can vary substan- tially with pumping time. In the case of Well 75-1A (Figure 30), a very large and rapid change in conductivity was initially observed. After approximately one well volume, the conductivity stabilized and remained fairly constant for the duration of the test. 2000 r CUMULATIVE NUMBER OF WELL VOLUMES 1.0 1.91 I USGS WELL 75-1A 800 I I 10 20 30 40 SO 60 70 TIME SINCE START (mini 80 90 100 Figure 30. Variation in specific conductance with continued pumping, USGS Well 75-1A, 1980. 108 ------- 14,000 CUMULATIVE NUMBER OF WELL VOLUMES 0.5 1.0 COLORADO CORE HOLE NUMBER 3 2000 10 20 30 40 50 60 70 TIME SINCE START (min) 80 100 Figure 31. Variation in specific conductance with continued pumping, US6S Colorado Core Hole #3, 1980. 70,000 60.000 50,000 t 40,000 30,000 20,000 10,000 CUMULATIVE NUMBER OF WELL VOLUMES O.S 1.0 I I USGS WELL TH 75-18 I I I I I I 10 TIME SINCE START (min) 100 140 Figure 32. Variation in specific conductance with continued pumping, USGS Well TH75-1B, 1980. 109 ------- CUMULATIVE NUMBER OF WELL VOLUMES 0.5 1.0 I I USGSWELLTH75-1B 100 140 TIME SINCE START (min) Figure 33. Variation of temperature of pumped discharge, Well TH75-1B, 1980. 10.0 CUMULATIVE NUMBER OF WELL VOLUMES 1.0 1.01 9.0 pH 8.0 7.0 I USGS WELL 75-1A I 10 20 30 40 50 60 TIME SINCE START (min) 70 80 90 100 Figure 34. Variation in pH with continued pumping, USGS Well 75-1A, 1980. The conductivity data collected for Colorado Core Hole #3 (Figure 31), steadily declined throughout the entire test. Conductivity values obtained toward the end of the test were about 20 percent of the initial measurements. Although more than one well volume was discharged from this well, the test was obviously not -long enough for obtaining an equilibrated discharge. An increasing trend in conductivity was observed for Well TH75-1B (Figure 32). During the test performed on this well, the conductivity was fairly sta- ble at around 30,000 umho/cm, until approximately three-quarters of a well volume had been discharged. At this point, the conductivity increased abruptly to around 58,000 ymho/cm, where it stabilized for the duration of the test. The other constituents measured in the field also changed during the tests. The temperature of the discharge of Well TH75-1B (Figure 33) initially declined steadily and then appeared to increase slightly. The pH of Well 110 ------- 75-1A (Figure 34) initially increased one pH unit and stabilized after about 10 minutes of pumping. These patterns of changes in the constituents measured in the field are also reflected in the water chemistry analysis (Table 15). For instance, the large change in conductivity for Well 75-1A is repeated for several major in- organic ions (potassium, sodium, bicarbonate, chloride, and sulfate), alkalin- ity, TDS, and fluoride concentrations. Most of the trace constituents (arse- nic, boron, mercury, and selenium) were largely unchanged for the duration of the pumping. The data collected during this survey and presented above point out the need for the individual testing of each well. It is obvious that a sample collected during the first few minutes of pumping and before conductivity has stabilized will not be representative. It is also obvious that the extraction of one well volume previous to representative sample collection is not a com- pletely accurate rule-of-thumb, since the data for Colorado Core Hole #3 never stabilized, even after more than one and one-fourth volumes had been extracted. In regard to pump location, it is recommended that the pump intake be placed approximately 5 feet above the open, perforated, or screened aquifer interval. The rationale for placing the pump in this location is as follows: t A structurally unstable aquifer interval could fail due to the excessive stresses created by the pump if it were placed directly opposite the open, perforated, or screened interval If the well is not developed properly, the pump can produce suf- ficient turbulence in the aquifer interval to produce sand, etc. If the pump is placed in the aquifer interval and the discharge is too high, excessive drawdown may create cascading conditions that can produce sufficient turbulence to modify easily oxidized constituents t Humenick et al. (1980) have pointed out that this pump location significantly reduces the volume of water necessary for extrac- tion before representative aquifer water is obtained. Figure 35 (from Humenick et al., 1980) illustrates two wells. Well A, with the pump intake 5 feet above the open aquifer interval, requires 12 gal- lons of discharge before formation water is produced. For Well B, the pump intake is 35 feet above the open interval and requires 77 gallons of discharge before representative formation water is produced. In short, the following procedure defining sampling protocols is recom- mended for collecting representative samples from a well when using a submers- ible pump: 111 ------- TABLE 15. WATER CHEMISTRY OF SAMPLES COLLECTED AFTER DISCHARGE OF VARYING WELL VOLUMES, USGS WELLS, PICEANCE BASIN, 1980 Well volumes discharged Well 75-1A Constituent3 Total dissolved solids Calcium Magnesium Sodium Potassium Bicarbonate Carbonate Sulfate Chloride Fluoride Ammonia Arsenic Boron Mercury Selenium Dissolved organic carbon Note: a Constituent units are mg/1 0 1,176 4.3 32 429 1.2 944 <1 184 85.7 0.6 0.4 <0.01 0.3 <1 <0.01 10.1 except 1 816 13.8 54.9 235 0.4 695 5 149 10.7 0.2 0.3 <0.01 0.3 <1 <0.01 13.1 2 836 11.7 52.5 225 0.4 708 <1 144 12.3 0.2 0.2 <0.01 0.4 <1 <0.01 34.5 for pH units and Core Hole # 3 0 7,148 1.8 24.6 2,910 21.3 3,496 39.5 229 2,236 0.4 5.6 <0.01 0.5 <1 0.01 26.3 1 3,276 3.2 29.3 1,320 13.6 1,719 14.1 228 852 0.2 2.3 <0.01 0.4 <1 0.01 24.0 specific conductance Well TH75-1B 0 22,880 3.6 4.4 10,200 22.5 23,300 32.5 131 1,540 17.3 8.0 0.02 0.8 <1 <0.01 23.4 in iimhos/cm 0.2 22,400 2.0 2.2 9,900 22.1 23,640 <1 87.2 1,670 17.2 8.3 0.02 0.8 <1 <0.01 26.9 at 25°C. 1 45,220 1.5 2.8 19,650 32.5 48,560 <1 61.7 3,730 18.4 8.2 0.01 0.9 <1 <0.01 24.4 ------- 12 gallons 77 gallons DRAWDOWN (3 feet) -STATIC WATER LEVEL DRAWDOWN (17 feet) PUMP INTAKE 5 feet ABOVE OPEN HOLE CONFINING LAYER AQUIFER PUMP INTAKE 35 feet ABOVE OPEN HOLE VOLUME OF STATIC WELL BORE WATER VOLUME OF STATIC WATER DISCHARGED BEFORE FORMATION WATER IS PRODUCED Figure 35. Comparison of pump locations and the volume of water necessary for extraction before representative aquifer water is obtained (modified from Humenick et al., 1980). 113 ------- 1. Compile well construction data, including well diameter, total depth, and perforated interval or aquifer interval in an open well. 2. Measure static water level and estimate well volume. 3. The pump intake should be placed approximately 5 feet above the open, perforated, or screened aquifer interval. 4. The discharge rate should be maintained at a moderately low rate to prevent excessive drawdown in the aquifer and well and minimize turbulent mixing in the annulus. 5. Extract at least one well volume from the well. 6. Continuously monitor and measure specific conductance, pH, and temperature in the field throughout the pumping period. Con- tinuously monitoring these parameters is particularly important for little-used groundwater quality monitoring wells. 7. Collect the sample only after the field parameters have stabi- lized for a period of time. Although the data indicate that the conductivity is the most conclusive of aquifer water, it is suggested that all of the parameters be monitored to indicate representative aquifer water to prevent premature sample collection. 8. Collect the sample as close to the well head as possible to avoid potential contamination, precipitation of solutes, and the loss of dissolved gases. It is recommended that these protocols be recharacterized periodically for each well, particularly for wells with large, open intervals. Once these protocols are defined or redefined and consistency among items such as dis- charge rate, time of collection, and pump placement is established, represen- tative samples can be collected. However, to produce comparable data for establishing water quality trends, these procedures (i.e., pump placement, discharge rate, etc.) should be followed during each sampling effort. Swabbing The swabbing method is utilized by Cathedral Bluffs Shale Oil Company (operators of Tract C-b) for sampling deep aquifer wells. This methodology is a common procedure used in oil field operations and has been adapted for use on Tract C-b as a sampling procedure. The swabbing technique involves intro- ducing a swabbing cup into the well, which is supported from the surface by a pipe, and removing a portion of the water from the 2-5/8-inch-diameter well. The water extracted from the well is discharged through a line to the place where the water quality samples are collected. This sampling method requires a capitalization cost (in 1980 dollars) of approximately $50,000 to $55,000 and requires four personnel for operation. Tract C-b contracts the equipment 114 ------- and personnel for each sampling effort, performed quarterly, at a cost of about $20,000. The sampling approach applied by Tract C-b personnel is to completely evacuate a well volume of water. After this evacuation process has been per- formed, the well is allowed to recover for at least 24 hours. After this period, the swabbing equipment is returned to the site and the process is re- peated and a sample is collected. Parameters measured in the field include specific conductance, pH, and temperature. The advantages of swabbing are as follows: Swabbing can be used where the depth to water is relatively great and well diameters are relatively small At least one well volume can be obtained from the well, allowing for representative sample collection. The disadvantages of this method include: Difficulty in regulating the volumes of water obtained from the well and the discharge rates t Well contamination can occur when oil-field equipment is used for deep aquifer sampling; also, there is a potential for cross-con- taminating the samples Very difficult to employ Accelerated plugging of the piezometer perforations is a poten- tial problem, particularly with the small diameter of the piezometers Consistent water quality sample collection is difficult to achieve due to the vertical mixing of the well water upon extrac- tion of the water; consistent swabbing depth during each sampling effort would help alleviate this problem. In general, the use of swabbing is not recommended as a sampling technique. SAMPLING FREQUENCY Defining an appropriate sampling frequency is a complex issue influenced by location of sampling sites, monitoring goals, climatological factors, and characteristics of groundwater flow. As a result, sampling frequency should be defined on a case-by-case and likely trial-and-error basis. One of the key factors is groundwater flow rate. If flow from a potential pollution source to a monitoring well is expected to be on the order of decades (assuming a re- lease occurs), then very frequent sampling does not seem warranted and perhaps annual sampling for a few indicator constituents would suffice. 115 ------- The complexity of the hydrogeology of the oil shale region makes estima- tion of groundwater flow rate difficult at best and the actual flow rates highly site specific. Table 16 lists some estimates of travel time in the Up- per Aquifer zone of the Piceance Creek Basin. The wide variation in results reinforces the care needed in design of monitoring programs, as our under- standing of the system is incomplete. TABLE 16. FLOW RATES OF THE UPPER AQUIFER, PICEANCE CREEK BASIN, ESTIMATED BY THREE STUDIES Travel time Flow velocity (years to Study reference (feet per day) travel 1 mile) Lawrence Berkeley Labs, 1978 (data from Weeks et al., 1974) U.S. Atomic Energy Commission, 1972 Knutson, 1973 0.05 0.36 - 0.78a 11.7 300 20 - 40 1.2 Note: aRange for representative gradient and maximum gradient cases. SAMPLE HANDLING AND PRESERVATION Proper methods of sample handling and preservation should be exercised to minimize the changes in the geochemical environment from which the sample is extracted. The chemical qualities of some samples can change within a few hours or minutes following withdrawal. Other constituents can be preserved and stabilized for a limited period of time, whereas still other constituents have a shelf life of up to 6 months. In addition to sample time constraints, the sampler should be aware of potential problems that may arise from improper selection of sample volumes, containers, and preservatives, as well as inade- quate field records and chain-of-custody preparations. Field Data Collection Parameters that should be measured in the field include pH, temperature, and specific conductance. If dissolved oxygen and oxidation-reduction poten- tial measurements are required, these should also be determined in the field. Although some of these parameters have holding times of up to 24 hours (see Table 17), it is recommended that these determinations be made in the field with the appropriate apparatus to prevent inaccurate results from delay in re- ceipt of the samples at the analytical laboratory. In addition to holding times Table 17, derived from U.S. EPA (1974), contains information regarding the recommended choice of preservatives and sample containers and volume re- quirements for various constituents. 116 ------- TABLE 17. RECOMMENDATION FOR SAMPLING AND PRESERVATION OF SAMPLES ACCORDING TO MEASUREMENT3 Parameter Measured Acidity Alkalinity Arsenic BOO Bromi de Chloride Chlorine COD Color Cyanides Dissolved Oxygen Probe Winkler Fluoride Hardness Iodide MBAS Metals Dissolved Suspended Total Mercury Dissolved Total Nitrogen Ammon i a Kjeldahl, total Nitrate Nitrite NTA Oil and grease Organic carbon PH Volume Required (ml) 100 100 100 1,000 100 50 200 50 50 500 300 300 300 100 100 250 200 200 100 100 100 400 500 100 50 50 1,000 25 25 Container0 P,G P,G P,G P,G P,G P,G P,G P,G P,G P,G 6 only G only P,G P,G P,6 P,G P,G P,G P,G P,G P,G P,G P,G P,G P,G G only P,G P,G Preservative None required Cool, 4°C HN03 to pH < 2 Cool, 4°C Cool, 4°C None required Determine on site H2S04 to pH < 2 Cool, 4°C Cool, 4°; NaOH to pH 12 Determine on site Fix on site None required Cool, 4°C; HN03 to pH < 2 Cool, 4°C Cool, 4°C Filter on site; HN03 to pH < 2 Filter on site HN03 to pH < 2 Filter; HN03 to pH < 2 HN03 to pH < 2 Cool, 4°C; H2S04 to pH < 2 Cool, 4°C; H,,S04 to pH < 2 Cool, 4° Cool, 4°C Cool, 4°C Cool, 4°C; HC1 or H2S04 to pH < 2 Cool, 4°C; HC1 or H2S04 to pH < 2 Determine on site Holding Timec 24 hours 24 hours 6 months 6 hours 24 hours 7 days No holding 7 days 24 hours None 4 to 8 hours 7 days 6 monthsd 24 hours 24 hours 6 monthsd 6 months 6 months 38 days (glass); 13 days (hard plastic) 38 days (glass); 13 days (hard plastic)"3 24 hours 24 hours6 24 hours 48 hours 24 hours 24 hours 24 hours 6 hours (continued) 117 ------- TABLE 17 (continued) Constituent Volume Required (ml) Container'3 Preservative Holding Timec Phenolics Phosphorus 500 G only Cool, 4°C; H3P04 to pH < 4; 24 hours 1.0 g CuS04/l Orthophosphate, dissolved Hydro lyz able Total Total, dissolved Residue Filterable Nonf ilterable Total Volatile Settleable matter Silica Specific conductance Sulfate Sulfide Sulfite Temperature Turbidity 50 50 50 50 100 100 100 100 1,000 50 100 50 50 50 1,000 100 P,G P,G P.G P.G P,G P,G P,G P.G P.G P only P,G P.fi P.G P,G P.G P,G Filter on site; cool 4°C Cool, 4°C; H2S04 to pH < 2 Cool, 4°C; H2S04 to pH < 2 Filter on site; cool, 4°C H2S04 to pH < 2 Cool, 4°C Cool, 4°C Cool, 4°C Cool, 4°C None required Cool, 4°C Cool, 4°C Cool, 4°C 2 ml zinc acetate Determine on site Determine on site Cool, 4QC 24 hours 24 hours6 24 hours6 24 hours6 7 days 7 days 7 days 7 days 24 hours 7 days 24 hoursf 7 days 24 hours No holding No holding 7 days Notes: aMore specific instructions for preservation and sampling are found with each procedure as detailed in U.S. EPA (1974). A general discussion on sampling water and industrial wastewater may be found in ASTM, Part 31, p. 72-82 (1976), Method D-3370. bPlastic (P) or glass(G); for metals polyethylene with a polypropylene cap (no liner) is preferred. clt should be pointed out that holding times listed above are recommended for properly pre- served samples based on currently available data. It is recognized that for some sample types, extension of these times may be possible, while for other types, these times may be too long. Where shipping regulations prevent the use of the proper preservation technique or the holding time is exceeded, such as the case of a 24-hour composite, the final reported data for these samples should indicate the specific variance. ^Where HN03 cannot be used because of shipping restrictions, the sample may be initially pre- served by icing and immediately shipped to the laboratory. Upon receipt in the laboratory, the sample must be acidified to a pH < 2 with HN03 (normally 3 ml 1:1 HN03/1 is sufficient). At the time of analysis, the sample container should be thoroughly rinsed with 1:1 HN03 and the washings added to the sample (volume correction may be required). eOata obtained from National Enforcement Investigations Center, Denver, Colorado, support a 4-week holding time for this parameter in sewerage systems (SIC 4952). If the sample is stabilized by cooling, it should be warmed to 25°C for reading, or tempera- ture correction made and results reported at 25°C. 118 ------- Today, field studies are supported by some fairly precise, portable, ana- lytical equipment that furnish accurate data, thus eliminating any effects delayed sample shipment may have on the validity of water chemistry analysis performed at the laboratory. Furthermore, these determinations can be easily measured and provide valuable on-site information regarding aquifer character- istics of aid in the collection of representative aquifer water. Specific Conductance- Specific conductance is a measure of the ability of a solution to trans- mit an electrical current. In water samples, the specific conductance is an indication of the concentration of dissolved solids (i.e., salinity). The unit of measurement for specific conductance is the inverse of the resistivity and is typically expressed in micromhos per centimeter. Specific conductance is an important measurement that should always be made in the field during sample collection. This parameter is very useful in determining when aquifer water has been obtained and thereby aids in the col- lection of representative samples. The recommended holding time is only 24 hours (U.S. EPA, 1979), which may present problems in obtaining accurate re- sults from the analytical laboratory if sample shipment is delayed. Temperature- Temperature should always be measured immediately after sample with- drawal. It is a very easy measurement to obtain, and the equipment used for its determination should be accurate to within ±0.1°C to allow for future geo- chemical evaluations of equilibrium thermodynamics. Also, field determina- tions of aquifer water temperatures prevent inaccurate measurements due to the modification of the sample temperature during sample preservation and transportation. PH- Wood (1976) provides the following description for pH: "The pH of a so- lution is a measure of effective hydrogen-ion concentration or, more accu- rately, it is the negative logarithm of the hydrogen-ion activity in moles per litre: pH = -log (H*)." The pH of an aqueous solution is typically con- trolled by the disassociation of acids, bases, and hydrolysis. The pH of a groundwater sample is further controlled by the carbonate system, including dissolved carbon dioxide, bicarbonate, and carbonate ions. The pH of an aqueous solution can be measured precisely and quickly with mechanical instruments. Some researchers have found that pH is the best pa- rameter for determining that representative aquifer water has been obtained from a well (Brown et al., 1970; Wood, 1976; and Humenick et al., 1980). The holding time for pH is 7 hours (U.S. EPA, 1979), however, which can affect analytical determinations if sample shipment is delayed. Therefore, it is highly recommended that pH be measured in the field at the time of sample withdrawal. 119 ------- Dissolved Oxygen and Oxidation-Reduction Potential-- Geochemical evaluations of a groundwater system may require dissolved oxygen and oxidation-reduction potential measurements. If this is the case, these measurements should be conducted in the field at the time of sample col- lection for accurate results. Particular care must be exercised during these measurements to prevent atmospheric aeration of the sample during collection and analysis. Many companies produce precise, portable, easily used, analyti- cal equipment for these measurements. Field Notes and Records. Sample Labels The following notes and records for sample collection should be main- tained for future data evaluation: Time and date of arrival, sample collection, and departure from the well site The water level of the well Description of the sample source, including well number and loca- tion and the following additional information (if applicable): Depth of sample collection (of critical importance for bailing) Duration of pumping previous to sample collection Well volumes extracted previous to sample collection -- Pump placement Well data information pertaining to well construction and comple- tion and the aquifer(s) or section of aquifer in which the well is completed, including: Length and depth to screened interval, open interval, and/or casing interval -- Well annulus Total depth of well Water quality data for specific conductance, pH, temperature, water level, etc. Sampling specifications, particularly the procedures previously employed for sample collection, that wiVI establish consistent sampling methods for each sampling effort, including: « Pump placement 120 ------- Discharge rate -- Time of sample collection, etc. The type of sampling methodology utilized for sample withdrawal Field observations pertinent to sample collection, including color, sediment, turbidity, etc. The reason for the sampling effort The results of field determinations performed at the time of sam- ple collection (e.g., temperature, specific conductance, pH, oxi- dation-reduction potential, dissolved oxygen, etc.) Any problems encountered in the field during sample collection. The identity of the sample collector. Sample labels should be prepared before the sampling effort and affixed to the sample container. If possible, the information should be duplicated on the sample container itself to prevent errors resulting from label detachment dur- ing sample handling and shipment. In addition, waterproof pens should be used by the sampler to prevent dissipation. The following information should be included on the sample label and container: t Time and date of sample collection (if multiple samples are to be collected from the same well, the hierarchy or succession of the samples collected should also be noted) The well number and location The preservative (if any) utilized If the sample has been filtered in the field or been sent to the analytical laboratory unfiltered. Field Handling and Preservation Techniques Preservation of samples through the use of techniques currently available and easily applied in the field can only retard the chemical or biological changes that take place after the sample has been withdrawn from the well. Methods of preservation are relatively limited and are intended to: (1) re- tard biological activity, (2) retard hydrolysis of chemical compounds and com- plexes, (3) reduce volatility of constituents, and (4) reduce absorption effects (U.S. EPA, 1979). In general, preservation techniques include pH con- trol, chemical addition, refrigeration, and freezing. The following preserva- tives are used to retard.sample changes after collection (U.S. EPA, 1977): 121 ------- Preservative HgCl2 Action Acid (H2S04) Alkali (NaOH) Refrigeration Bacterial inhibitor Applicable To Metals solvent, prevents precipitation Acid (HN03) Acid (H2S04) Bacterial inhibitor Salt formation with organic bases Salt formation with vola- tile compounds Bacterial inhibitor Nitrogen forms, phosphorus forms Metals Organic samples (COO, oil and grease, organic carbon) Ammonia, amines Cyanides, organic acids Acidity-alkalinity, organic materials, BOD, color, odor, organic P, organic N, carbon, etc., biological organisms (coliform, etc.) Containers used for sample collection should be selected for their non- reactivity with the particular analytical parameter to be measured. Depending on the constituent(s), the containers typically consist of either glass or plastic. Table 17 provides the recommended sample container for the particu- lar analysis of interest. In addition, it is generally advantageous to pre- pare the sample containers with the appropriate preservative prior to sample collection. This procedure may be very time-consuming since separate bottles and chemical preservatives are required for certain parameters, which may re- sult in several containers for each sample collected. However, this prepara- tion will result in the elimination of laborious effort in the field during sample collection. Determination of dissolved concentrations will require the sample to be filtered through a 0.45-micron filter prior to acidification. If the sample is not filtered and acid is added as a preservative, much of the particulate matter will be dissolved by the acid resulting in anomalously high concentra- tions of dissolved constituents. It is also recommended that the sample be filtered as soon as possible after withdrawal, preferably in the field. How- ever, samples to be used for on-site temperature, dissolved oxygen, pH, and/or oxidation-reduction potential measurements should not be filtered before these determinations have been made. After the sample has been filtered and preserved, the recommended proce- dure is to place the samples on ice for further preservation during shipment. The use of an ice chest is the preferred approach for sample shipment since ice chests are easy to handle and are insulated such that a temperature be- tween 0° and 10°C can be maintained for a limited period of time. 122 ------- Sample Shipment The relative remoteness of the oil shale region can result in some delay in receipt of the groundwater quality samples at commercial analytical labora- tories. To evaluate the effects of this potential problem on the results of chemical analysis, a testing program was initiated by Tempo. The program was conducted in conjunction with Cathedral Bluffs Shale Oil Company personnel on Federal Lease Tract C-b. The field effort involved the sampling of three al- luvial wells with a portable, submersible pump. At each well, the samples were collected after the field parameters (i.e., specific conductance, pH, and temperature) had stabilized. The sample collected from each well was handled as follows: The sample was split three ways and preserved with EPA-recom- mended preservatives (see Table 17) Samples were refrigerated or cooled as recommended by EPA (see Table 17) The samples were then shipped to the analytical laboratory for analysis in the following sequence: First sample split was analyzed within 24 hours of sample collection Second sample split was analyzed 7 days after sample collection Third sample split was analyzed 15 days after sample collection. This sequence of sample analysis was intended to simulate circumstances that can arise during field sampling efforts. The initial split represents the optimum situation for sample shipment, i.e., immediately after sample col- lection. The second sample split represents the situation where samples col- lected during the week are shipped to the laboratory for analysis at the end of the week. The third sample split represents either a lengthy field survey resulting in a shipment of samples at the end of two working weeks or a sig- nificant delay in the receipt of the samples at the laboratory due to shipping problems. The chemical analyses presented in Tables 18 through 20 represent samples collected from alluvial wells A-6, A-9, and A-12, respectively. The constitu- ents of the chemical analyses consisted of specific conductance, pH, total dissolved solids (TDS), bicarbonate, carbonate, chloride, ammonia, sulfate, nitrate, and dissolved organic carbon (DOC). The constituents chosen were based on the following EPA holding-time recommendations: 123 ------- TABLE 18. CHEMICAL ANALYSIS OF SAMPLES TAKEN FROM ALLUVIAL WELL A-6 FOR THREE DIFFERENT TIMES OF ANALYSIS Within 24 hours Constituent Repl 1 Repl 2 Repl 3 Specific Conductance* 1.270 1,260 1,280 1 pHb 7.8 7.75 7.8 Bicarbonate 712 706 710 Carbonate <1 <1 <1 Sulfate 189 208 195 Chloride 16.2 15.8 15.8 TDS 888 880 884 Ammonia O.I O.I O.I Nitrate 0.20 0.20 0.20 Fluoride 0.33 0.34 0.33 DOC 16 14 14 Notes: Measured 1,350 in the field, units umhos/cm Measured 7.5 in the field, pH units. 7 days Mean .270 7.8 709 <1 197 15.9 884 O.I 0.20 0.33 15 at 25°C. Std. Dev. 8.2 0.02 2.5 0 7.9 0.2 3.3 0 0 0 1 Repl Replicate Sampling; Std. Dev. Standard Deviation. Repl 1 1,220 7.70 706 <1 249 12.4 918 O.I 0.20 0.40 46 Repl 2 1,210 7.80 702 <1 233 12.9 912 0.1 0.20 0.40 52 Constituent units Repl 3 1,205 7.70 699 <1 243 12.8 920 O.I 0.30 0.41 49 mg/1. Mean 1,212 7.73 702 <1 242 12.7 917 0.1 0.23 0.40 49 Std. Dev. 6.2 0.05 2.9 0 6.6 0.22 3.4 0 0.5 0 2.4 Repl 1 1,250 7.70 693 <1 234 12.8 928 O.I 0.20 0.39 63 Repl 2 1,260 7.80 699 <1 242 12.6 920 0.1 0.20 0.40 61 15 days Repl 3 1,255 7.79 699 <1 240 12.9 920 0.1 0.20 0.40 56 Mean 1,255 7.76 697 <1 239 12.9 923 O.I 0.20 0.40 60 Std. Dev. 4.1 0.05 2.8 0 3.4 0.1 3.8 0 0 0 2.9 ------- TABLE 19. CHEMICAL ANALYSIS OF SAMPLES TAKEN FROM ALLUVIAL WELL A-9 FOR THREE DIFFERENT TtMES OF ANALYSIS Within 24 hours Constituent Repl 1 Rep] Z Specific Conductance9 1,110 1,100 pHb 7.97 7.99 Bicarbonate 482 486 Carbonate <1 <1 ,_. Sulfate 299 296 £> Chloride 7.22 7.59 IDS 784 784 Ammonia <0.1 <0.1 Nitrate 1.0 0.9 Fluoride 0.20 0.18 DOC 87 Notes: a Specific conductance measured 1, pH measured 7.6 in the field, pH Repl -- Replicate Sampling; Std. Repl 1,095 7. 486 <1 305 7. 776 <0. 1. 0. 10 170 in units. Dev. Std. 3 Mean Oev . 1,102 85 7. 485 <1 300 6 7. 781 1 <0. 0 0. 19 0. 8 the field Standard 6.2 94 0.06 1.9 0 3.7 47 0.26 3.8 1 0 97 0.04 19 0 1.3 Repl 1 1,050 7.93 489 <1 315 4.90 796 <0.1 1.0 0.19 34 , units pmhos/cm at Deviation. 7 Repl 2 1,055 7.90 493 <1 322 5.32 800 <0.1 0.9 0.21 42 25°C. Constituent units days Repl 3 1,055 7.82 492 <1 320 5.30 804 <0.1 1.0 0.20 37 mg/1. 15 days Mean 1,053 7.88 491 <1 319 5.17 800 <0.1 0.97 0.20 38 Std. Dev. 2.4 0.05 1.7 0 2.9 0.19 3.3 0 0.04 0 3.3 Repl 1 1,085 8.05 492 <1 355 5.20 812 <0.1 1.0 0.19 45 Repl 2 1,110 8.05 489 <1 325 5.65 804 <0.1 0.9 0.20 51 Repl 3 1,115 7.98 492 <1 329 5.26 816 <0.1 1.0 0.20 50 Mean 1,103 8.03 491 <1 330 5.37 811 <0.1 0.97 0.20 49 Std. Dev. 13.1 0.04 1.4 0 4.1 0.17 5.0 0 0.04 0 2.6 ------- TABLE 20. CHEMICAL ANALYSIS OF SAMPLES TAKEN FROM ALLUVIAL WELL A-12 FOR THREE DIFFERENT TIMES OF ANALYSIS CD Within 24 hours Constituent Repl 1 Repl 2 Repl Specific Conductance* 1,410 1,400 1,400 pHb 7.8 7.85 7. Bicarbonate 598 596 596 Carbonate <1 <1 <1 Sulfate 398 418 402 Chloride 9.71 10.10 9. TDS 1,052 1,040 1,056 Ammonia <0.1 <0.1 <0. Nitrate 0.30 0.20 0. Fluoride 0.20 0.18 0. DOC 15 15 19 Notes: a Specific conductance measured 1,350 in bpH measured 7.5 in the field, pH units. Repl Replicate Sampling; Std. Dev. 3 Mean 1,403 8 7.82 597 <1 406 31 9.71 1,049 1 <0.1 20 0.23 18 0.19 16 the field, Std. Dev. 4.7 0.02 1.0 0 8.6 0.32 6.8 0 0.05 0.01 1.9 Repl 1 1,385 7.81 596 <1 469 7.22 1,116 <0.1 0.20 0.23 37 units umhos/cm at Standard Deviation. 7 Repl 2 1,390 7.86 606 <1 447 7.31 1,116 <0.1 0.20 0.20 35 25°C. Constituent units days Repl 3 1,375 7.85 602 <1 450 8.17 1,100 <0.1 0.30 0.19 34 mg/1. 15 days Mean 1,380 7.84 601 <1 455 7.57 1,111 <0.1 0.23 0.21 35 Std. Dev. 4.1 0.02 4.1 0 9.7 0.43 7.5 0 0.05 0.02 1.3 Repl 1 1,405 7.83 609 <1 472 7.56 1,136 <0.1 0.20 0.20 57 Repl 2 1,395 7.84 596 <1 465 7.56 1,156 <0.1 0.20 0.20 56 Repl 3 1,400 7.85 602 <1 451 7.47 1,056 <0.1 0.20 0.20 55 Mean 1,400 7.84 602 <1 462 7.53 1,116 <0.1 0.20 0.20 56 Std. Dev. 4.1 0 5.3 0 8.9 0.04 43.2 0 0 0 0.8 ------- EPA Recommended Constituent Holding Time Specific conductance 24 hours pH 6 hours Total dissolved solids 6 months Bicarbonate 24 hours Carbonate 24 hours Chloride 7 days Fluoride 7 days Ammonia 24 hours Nitrate 24 hours Sulfate 7 days Dissolved organic carbon 24 hours Trace metals 6 months Due to the long shelf life of the trace metals (i.e., 6 months), these con- stituents were not incorporated in the chemical analysis. The constituents that display changes in concentration during the holding periods are specific conductance, pH, sulfate, chloride, and OOC. TDS concen- trations also vary somewhat between holding periods. The other constituents either had concentrations below detection limits (e.g., ammonia and carbonate) or maintained fairly uniform concentrations throughout the entire 15-day pe- riod (e.g., bicarbonate, nitrate, and fluoride). In every sample, the specific conductance and pH data differ somewhat be- tween the field and the analyses performed after 24 hours. After this period, the next two analyses indicate that the pH remains fairly constant. The spe- cific conductance does vary slightly during the latter two analyses. The TDS data do not reflect the trend observed for specific conductance but instead generally increase slightly during the 15-day period. The sulfate and chloride concentrations were also variable, particularly between the 24-hour analysis and the 7-day analysis. In general, sulfate in- creased in concentration during the holding periods, whereas the chloride con- centration decreased during the same interim. In some instances, such as the decrease in chloride concentration during the initial 7-day period for the sample collected from Well A-6, the changes were considerable. The constituent that displayed the most appreciable variability was DOC. In all three well samples, the DOC concentration increased significantly over the 15-day period. However, the polyethylene sample containers may have con- tributed somewhat to this trend. It has been demonstrated that polyethylene can contribute contaminating organics to the sample and affect the DOC concentrations. 127 ------- Summers (1972) has demonstrated that changes in pH, specific conductiv- ity, and the carbonate-bicarbonate system are all indicative of sample aging. Typically, the following reaction will control these changes: CaCOs + h^O + C02 -» Ca£ + 2HC03. Changes in the C02 concentration can also influence these constituents. The data collected by this survey do not reflect appreciable increases in the bicarbonate concentration during the 15-day period. However, in that the greatest increase in pH occurred during the first 24 hours, per- haps the samples achieved equilibrium before the first analysis by the labora- tory. If such were the case, a significant increase in the bicarbonate would require immediate analysis for detection and probably could not be observed after a period of time, in this case 24 hours. The data also indicate that chloride and sulfate may be the most sensi- tive parameters with respect to sample holding-time considerations. Although the EPA-recommended holding time for these constituents is 7 days, it is ap- parent from the data that the most significant changes in the concentrations of these constituents occurred during the first 7 days. Due to the potential contamination of the DOC by the polyethylene sample container, the effects of the holding times on this constituent are inconclusive. It is apparent that correct and quick sample shipment is critical for ac- curate analytical results. In the oil shale regions, time constraints may prevent field personnel from delivering the samples to the laboratory, partic- ularly if the sampling effort extends beyond 24 hours. In this case, trie most efficient procedure is to ship the samples via commercial bus or plane. This procedure is very inexpensive (on the order of $2 to $10 per ice chest) and will eliminate unnecessary trips to the analytical laboratory by field person- nel. Furthermore, transportation by these methods is very reliable and pro- vides reasonable assurance against changes in sample chemistry due to pro- longed sample storage. Chain of Custody The typical chain of custody in the oil shale region includes the sam- pler, the individuals involved in the transportation, and the individuals handling the sample at the analytical laboratory. The proper procedures that should be followed during this chain of custody are: Include as few people as possible in the chain of custody. Collect, preserve, and ice the samples according to the recom- mended procedures Label each sample container according to the recommendations pre- viously presented indicating the analysis required on the sample labels if preparations have not previously been made Maintain a field notebook or logbook during each survey and store it in a safe place, with all entries signed by the individual responsible for the field effort 128 ------- Assign complete responsibility for the collected samples (includ- ing those delivered by field personnel) to the individual con- ducting the effort, including overseeing all transportation activities (including timely delivery of the samples to the bus- line or airline facility and their receipt at the analytical lab- oratory) and maintaining a record of these activities as follows: time and date of deliveries, method of transportation, and the individual(s) performing the transportation. Furthermore, effort should be made to have the laboratory performing the chem- ical analysis retain a custodian to maintain a record indicating: Time and date of sample receipt The person receiving the sample t The sample number The number assigned to each sample by the laboratory. This custodian should provide for proper handling and storage of the samples prior to analysis. In addition, the custodian should be responsible for dis- tribution of the samples to the individual performing the analysis, recording the individual's identity, and assuring that immediate analysis is conducted to avoid water chemistry changes due to prolonged sample storage. SELECTION OF CONSTITUENTS FOR MONITORING The proper location of monitoring points is largely determined by the lo- cale and character of the potential sources of groundwater quality impact and the local source hydrogeology. The constituents for monitoring are selected so as to provide a cost-effective indication of the nature and extent of im- pact on groundwater quality. Assessment of enrichment factors (or concentra- tion change above ambient), specific indicator constituents, and stable isotopes are possible approaches for selection of constituents for chemical analysis. Enrichment Factors In this subsection, enrichment factors, EF, will be calculated for major possible sources of groundwater impact according to the expression: EF - concentration from potential pollution source concentration in aquifer* For this assessment, representative baseline water quality levels were se- lected (Table 21). Concentrations from the more saline sections of the Lower Aquifer are included principally in Table 21 in order to most clearly demar- cate the differences in enrichment factors. Representative concentrations of constituents in retort water and in spent shale leachate were used in this preliminary analysis. 129 ------- TABLE 21. REPRESENTATIVE CONCENTRATIONS IN GROUNDWATERS ADAPTED FOR THIS STUDY Gross Parameters (mg/1) Conductance (unho/cm) pH IDS Ammonia Bicarbonate Calcium Carbonate Chloride Cyan i de Magnesium Nitrate Potassium Silica Sodium Strontium Sulfate Phosphate Kjeldahl nitrogen Nitrite Sulfide Minor and Trace Elements Aluminum Arsenic Barium Beryllium Boron Bromine Springs, seeps and alluvial aquifer 1,300 5 - 8 900 0.4 500 70 3 10 0.01 70 2 2 20 150 2 350 < 0.1 2 0.2 0.2 (vg/D 300 5 50 <100 500 20 Upper Aquifer 1,500 7 - 8.5 1,000 0.5 500 50 ^ 10 0.01 70 1.0 2 20 200 2 350 < 0.1 0.6 200 10 100 <10 1,000 50 Saline Lower Aquifer 7,000 8 6,000 10 4,000 200 20 20 0.01 20 0.5 20 10 2,500 60 < 0.1 0.6 250 10 800 40,000 500 Lower working limit of detection, Denver Laboratory3 2 1 100 5 0.05 5 0.2 - 1 0.002 50 0.02 0.1 1 0.1 0.01 3 - 10 0.1 0.1 0.02 0.1 100 2-50 50 5 50 2,000 (continued) 130 ------- TABLE 21 (continued) Springs, seeps and alluvial aquifer Upper Aquifer Saline Lower Aquifer Lower working limit of detection, Denver Laboratory3 Minor and Trace Elements (ug/1) (continued) Cadmium Chromium Cobalt Copper Fluoride Iron Lead Manganese Mercury Molybdenum Nickel Radiation, alpha (pCi/1) Radiation, beta (pCi/1) Rubidium Scandium Selenium Silver Thallium Titanium Uranium Vanadium Zinc Lithium Gross Organic Parameters TOC (mg/1) Phenol (pg/1) DOC (mg/1) COD (mg/1) Note: aUsing standard methods. 17 11 8 30 400 500 50 30 - 500 0.4 - 3 40 30 5 4 10 4 <10 <1 200 5 200 <100 5 3 5 16 10 2 - 300 3 70 7,000 500 - 5,000 10 - 100 100 0.4 - 3 50 20 5 4 20 <10 10 100 <30 2 200 3 3 8 18 5 10 5 70 20,000 800 100 100 0.4 - 2 50 10 20 20 70 ... <10 10 100 <20 16 200 10 1 - 10 20 13 2 5 - 10 10 10 100 10 1 - 10 5 0.02 5 10 _._ 5 0.05 - 10 5 - 50 300 5 5 5 1 1 ... 10 131 ------- Also shown in Table 21 are the lowest concentrations typically reported by a Denver water quality laboratory employing standard methods. As can be seen, the average concentrations of P, V, Ti, As, Se, Ni, Co, Cu, Cd, Br, Be, Ba, and As are close to or below these lower limits. It is therefore likely that many of these trace element species were determined by spark source mass spectroscopy which resulted in the improvement in detectability. This, how- ever, resulted in a degradation in precision in comparison to standard methods. Table 22, which lists enrichment factors for the Lower Aquifer, is perti- nent to the contamination of the Upper Aquifer, springs, and seeps by the Lower Aquifer. As can be seen, Nfy, K, Na, B, and Br are enriched at least 10 times in the Lower Aquifer compared to either the Upper Aquifer or spring wa- ters. In addition, Ba and F are enriched in the Lower Aquifer compared to spring waters. It is likely, therefore, that these species would be indica- tors of intrusion of waters from the Lower Aquifer. TABLE 22. SPECIES ENRICHED IN THE LOWER AQUIFER Enrichment factors Lower Aquifer Lower Aquifer Upper Aquifer Springs and seeps Conductance TDS Ammonia Bicarbonate Calcium Potassium Sodium Barium Boron Bromi ne Fluoride Phenolics 4.6 6 20 8 4 10 13 8 40 10 2.9 0.3 - 10 5.4 6.6 25 8 4 10 17 16 80 25 50 0.3 -40 Table 23 lists enrichment factors for leachates and shows that the param- eters pH, TDS, Cl, Na, $04, Mo, Se, and TOC are likely indicators (i.e., tracers) of contamination in the Lower Aquifer. Although carbonate appears to be enriched in leachate, this reflects an increase in pH rather than an in- crease in total HC03 + 0)3. 132 ------- TABLE 23. ENRICHMENT FACTORS ESTIMATED FOR SPENT MIS OIL SHALE LEACHATE Enrichment factors Leachate Upper Aquifer Leachate Lower Aquifer Gross Parameters ;'mg/1) Conductance (umhos/cm) PH TDS Bicarbonate Calcium Carbonate Chlor-ida Cyanide Magnesium Nitrate Potassium Silica Sod i urn Strontium Sulfate Kjeldahl nitrogen Sulfide Minor and Trace Elements Aluminum Arsenic Barium Beryllium (ug/i) 2.5 - 52 0.6 - 2 6 - 140 0.2 - 0.4 0.2 - 60 330 - 1,000 5.4 - 310 0.01 - 67 2.5 - 70 0.5 - 1.0 0.37 - 180 0.51 - 260 1.6 - 3.3 0.20 - 20 0.6 - 1.0 0.54 - 11 0.6 - 1.5 1-23 0.05 - 16 50 - 150 3.2 - 160 0.05 - 235 0.25 - 7 1.0 - 2.0 0.03 - 14 3 - 1,500 1.6 - 3.3 0.20 - 20 0.08 - 0.13 (continued) 133 ------- TABLE 23 (continued) Enrichment factors Leachate Rubidium Scandium Selenium Silver Thallium Titanium Uranium Vanadium Zinc Gross Organic Parameters TOC Phenolics 0.5 - 200 1.5 - 50 0.1 - 15 10 - 550 Leachate Minor and Trace Elements Boron Bromine Cadmium Chromium Cobalt Copper Fluoride Iron Lead Manganese Mercury Molybdenum Nickel Upper Aquifer (ug/1) (continued) 0.4 - 12 0.3 - 0.6 0.01 - 4 0.14 - 2.9 0.001 - 11 0.12 - 6 0.6 - 5 0.10 - 0.8 1.5 - 4,000 2.5 - 30 Lower 0.01 - 0.6 0.4 - 0.14 0 0.8 - 0.6 0.15 4 5 Aquifer - 0.3 - 1.2 - 130 - 2.9 - 4 - 3.8 - 5 - 0.8 - 1,500 - 60 0.5 - 200 0.19 - 6.3 0.1 - 15 3 - 170 134 ------- The uncertainty in the enrichment factors reflects variations in the original oil shale, methods of retorting, methods of analysis, and emphasizes the necessity of preliminary controlled experiments prior to finalizing moni- toring programs. Enrichment factors for those elements which are present in concentrations near the detection limit, such as Se, would also be expected to give variable enrichment factors. Table 24 presents enrichment factors for retort waters and is relevant to the extent that an in situ retort is not completely burned and retains a frac- tion of the retort water. Most notably enriched in the retort water are Nfy, COf, As, Br, Co, Hg, Se, V, U, and TOC, and possibly N0§, P0|-, and Ni. The sulfur species shown at the bottom of the table will be discussed in the next subsection. Although COf is enriched in retort waters, it is unlikely that this species would successfully pass through a spent retort because of the reaction: Ca2+ + 0)3 » CaC03 In fact, Parker et al. (1977) have shown that spent shale does, in fact, re- move carbonate from surface waters. NH4, on the other hand, is likely a highly mobile species, possibly after conversion to nitrate. In addition, the more hydrophilic portions of the TOC may also travel with leachate and prove indicative of groundwater contamination. As in leachates from spent shale, retort waters appear enriched in those species forming soluble an ions, such as As, Br, Se, and U. The origin of Co, Hg, and V in the retort waters is less clear, although V is known to form or- ganic complexes with organic compounds found in crude petroleum oils, and Hg is known to vaporize from a simulated in situ retort and to recondense later (Fox et al., 1978). In summary, the water quality parameters pH, TDS, Cl, Na, S04, Mo, Se, NH4, Br, Se, V, U, and TOC should be considered as potentially valuable in- dicators of groundwater contamination, both for their elevated enrichment fac- tors and for chemical reasons. The utility of enrichment factor estimates is the identification of chem- ical species likely to be detected in groundwater which indicate the impact of a known source. To evaluate this possible monitoring approach, the enrichment factors calculated above were categorized (arbitrarily) as follows: Relative likelihood Table 25 Enrichment of detection category factor range of impact 1 >500 High 2 50-500 Moderate 3 10-50 Low 135 ------- TABLE 24. ENRICHMENT FACTORS FOR RETORT WATERS Enrichment factors leachate Gross Parameters (mg/1) Conductance Alkalinity PH TDS Ammonium Bicarbonate Calcium Carbonate Chloride Cyanide Magnesium Nitrate Potassium Silica Sodium Sulfate Phosphate Kjeldahl nitrogen Sulfide Minor and Trace Elements Aluminum Arsenic Barium Beryllium Boron Bromi ne Cadmium Chromium Cobalt Upper 10 19 1.0 i.a 3,400 34 0.01 170 0.002 40 0.001 0.17 1.5 0.02 0.001 0.06 0.8 1 0 (ug/i) 2.4 0.2 0.26 0.4 0.1 0.07 0.4 Aquifer - 130 - 130 - 1.5 - 25 - 26,000 - 62 - 1.2 - 10,000 - 80 - 90 - 5 - 120 - 35 - 8 - 22 - 5.4 - 1,000 ,700 .17 - 600 - 7 - 9 - 50 - 1.6 - 60 - 130 Leachate Lower 2.1 2.4 1.0 0.3 170 4 0.002 25 0.001 40 0.01 0.34 0.15 0.04 j-0 0.3 0.8 - 0. - 2.4 0.003 - 0.01 0.04 0.20 2.0 0.7 Aquifer - 27 - 17 - 1.2 - 4 - 1,300 - 8 - 0.31 - 1,600 - 40 - 90 - 20 - 240 - 3.5 - 15 - 1.7 - 30 - 1,000 17 - 600 - 0.9 - 0.22 - 5 - 3.2 - 12 - 220 (continued) 136 ------- TABLE 24 (continued) Enrichment factors Minor and Trace Elements Copper Fluorine Iron Lead Manganese Mercury Molybdenum Nickel Radiation, beta Scandium Selenium Silver Thallium Titanium Uranium Vanadium Zinc Lithium Organic Parameters TOC Unusual Sulfur Species Total sulfur Thiosulfate Tetrathionate Thiocyanate Leachate Upper Aquifer (ug/1) (continued) 0.04 - 1.3 0.05 - 9 0.00001 - 15 0.05 - 10 0.23 - 1.4 3.3 - 1,000 2 - 11 3 - 50 9 - 35 ___ >0.5 - >170 ... 2-21 >0.33 - >150 2 - 5,500 0.20 - 25 10,000 6 - 20a 1,200 - 6,400b 400b 65 - 2,000° Leachate Lower Aquifer 0.04 - 1.3 0.02 - 3 0.001 - 100 0.4 - 10 0.23 - 1.4 5 - 1,000 2 - 11 6 - 100 1.8 - 7 >0.5 - >170 _ . 2-21 >0.50 - 230 0.25 - 700 0.20 - 25 3,000 35 - 120a 1,200 - 6,400b 400b 65 - 2,000b Notes: Calculated by assuming that all S in groundwaters is present as sulfate. Calculated by assuming background concentrations equal to a detection limit of 0.5 mg/1. 137 ------- TABLE 25. RELATIVE LIKELIHOOD OF DETECTION OF MOBILITY FROM VARIOUS SOURCES TO UPPER AND LOUER AQUIFERS AND SPRINGS BASED ON ESTIflATED ENRICHMENT FACTORS 00 Lower to Lower Aquifer Constituent Upper Aquifer to springs General water quality measures Conductivity Total dissolved solids Alkalinity Major inorganic ions Calciiw MagnesiuM Potassiu* 3 3 Sodium 3 3 Chloride Sulfate Fluoride 3 Bicarbonate Carbonate Amonia 3 3 Nitrate Phosphate Silica Organics Total organic carbon Phenohcs 3 3 Kjeldah) nitrogen Cyanide In situ leacltjte to Upper Aquifer 2 2 2 2 2 ? 2 2 3 _ 1 -.- ... 1 ... .-- ... In situ leachate to Lower Aquifer 3 3 --- 3 2 3 2 1 _ -_. 2 _ _._ ___ 2 Retort water to Upper Aquifer 2 3 2 - --. 3 3 2 2 1 1 2 1 --- 1 1 2 Retort water to Lower Aquifer 3 --- 3 - 3 ..- 3 3 1 1 2 1 3 1 2 (continued) ------- TABLE 25 (continued) Constituent Sulfur species Total sulfur Thiosulfate TetratMonate Thiocyanate Trace elements Arsenic Barium Boron Bromide Chromium ,_. Cobalt !o Iron Lead Mercury HolybdentM Nickel Selenium Titanium Uranium Vanadium Zinc Radiological Gross beta Lower to Lower Aquifer In situ leachate In situ leachate Retort water to Upper Aquifer to springs to Upper Aquifer to Lower Aquifer Upper Aquifer 3 1 2 1 3 31 3 32 3 3 3 --- 3 2 2 2 3 3 1 ... 1 13 3 23 2 22 3 2 3 ... i 3 33 3 Retort water ID Lower Aquitur 2 1 2 1 1 .-- --- _.- 3 2 2 3 1 3 2 2 3 2 1 3 --- Note: Enrichment factor (EF) categories: 1 = high likelihood of detection (II" relatively low likelihood (EF = 10 to SO). moderate likelihood (liF - bO to 500); ------- The results of this categorization are shown in Table 25. For monitoring in the Upper Aquifer for the impact from two major in situ sources, consider the following listing: Water quality constituent Potential source of impact Retort water Enrichment factor >500 Enrichment factor 50 - 500 Conductivity Alkalinity Chloride Bicarbonate Nitrate Cyanide Tetrathionate Chromium Cobalt Selenium Uranium Conductivity TDS Calcium Magnesium Potassium Chloride Sulfate Selenium Examination of this listing indicates that the following constituents may be unique indicators of the impact of retort water or spent shale leachate on the Upper Aquifer. A unique indicator is one which is in the above listing for one source, but not for the other: In situ spent shale leachate Carbonate Ammonia Phosphate TOC (or DOC) Kjeldahl N Thiosulfate Thiocyanate Arsenic Mercury Vanadium Carbonate TOC (or DOC) Molybdenum 140 ------- Possible unique Indicators Retort water In situ spent shale leachate Alkalinity TDS Bicarbonate Calcium Ammonia Magnesium Phosphate Potassium Nitrate Sodium Kjeldahl N Sulfate Thiosulfate Molybdenum Thiocyanate Tetrathionate Cyanide Arsenic Chromium Cobalt Mercury Uranium Vanadium Following the same procedure for consideration of monitoring in the Lower Aquifer, the following listing was extracted from Table 25: Water quality constituent Potential source of impact Enrichment factor >500 Enrichment factor 50 - 500 Retort water Carbonate Nitrate Ammonia Cyanide Phosphate Total sulfur TOC Tetrathionate Thiosulfate Cobalt Thiocyanate Iron Arsenic Nickel Mercury Selenium Vanadium Uranium (continued) 141 ------- Water quality constituent Potential source of Impact Enrichment factor >500 Enrichment factor 50 - 500 In situ spent Molybdenum Chloride shale leachate Carbonate TOC Chromium Nickel Selenium Possible unique indicators were then identified from this listing: Possible unique indicators Retort water In situ spent shale leachate Ammonia Sulfate Phosphate Magnesium Nitrate Chloride Tetrathionate Chromium Thiosulfate Molybdenum Thiocyanate Arsenic Cobalt Iron Mercury Uranium Vanadium Indicator Constituents In addition to those water quality parameters for which baseline values have been established, additional species have been measured on a random basis in oil shale effluents. These species will be discussed in this subsection. Inorganic Species Data presented earlier suggest that those trace elements forming stable, soluble anions under basic, oxidizing conditions are most likely to be en- riched in leachates from a spent in situ retort. It is thus interesting to speculate whether additional elements not discussed above may behave simi- larly. Other trace elements which form anions under basic, oxidizing 142 ------- conditions include Te, Sb, Bi, Po, W, Re, and I, and their monitoring may prove valuable. However, a more complete investigation of the geochemistry of these species is beyond the scope of this book and their potential mobility remains speculative. Species such as SCN~, S20§, and $405 are normally not detecta- ble in groundwater and should, therefore, form excellent indicators of ground- water contamination. Since background concentrations of these species have not been measured, enrichment factors (Table 21) were calculated using esti- mated detection limits as background concentrations, based on the assumption that their concentrations were less than the detectable limit. The enrichment factors shown in Table 21 for these species recommend them as possible tracers of groundwater contamination, especially if even lower detection limits can be achieved. Organic Species The enrichment factors for TOC (or DOC) for both leachates and retort wa- ter suggest organic matter as a valuable indicator. However, the baseline or- ganic content of groundwater actually varies widely; Leenheer and Huffman (1976), for example, indicate levels of DOC of 30,700 mg/1 for trona water collected near Eden, Wyoming. Few measurements in the Piceance Basin have been greater than about 10 mg/1. Leachates from raw shale may contain more organic acids than leachates from spent shale. For these reasons, individual organic compounds (or compound classes) which are absent in natural groundwater, but which are produced by the retort- ing process, should prove to be more sensitive probes of groundwater movement. For this reason, organic (DOC) fractionation methods, such as those described by Leenheer and Huffman (1976), may provide a set of useful indicators for monitoring. One such type of organic compound could be aromatic acids, which are en- riched in leachate from spent shale compared to raw shale. In addition, the smaller (lower molecular weight) aromatic acids should be highly soluble in the basic conditions expected and should, therefore, follow water movement closely. The larger acids, although ionized, could be more readily sorbed and, therefore, migrate less slowly. Polynuclear aromatic hydrocarbons, which are products of combustion, may also increase during combustion. Another likely organic tracer would be in hydrophilic bases. Much inter- est has focused on such compounds,lately because of their biological activity and unusually large occurrence in oil shale products. Fruchter et al. (1977), for example, have found that indoles, substituted pyridines, quinolines, and acridines are highly enriched in shale oil as compared to coal-derived syn- crude. Sievers and Denny (1978) have also detected numerous organic bases, many of which could not be readily identified, in retort waters. To the ex- tent that such organic bases are retained by groundwater, they should provide sensitive and unusual indicators of groundwater contamination. 143 ------- Stable Isotopes It is well established that variations in isotopic abundancesespecially for the light elementsoccur naturally through such processes as diffusion, evaporation, dissolution, and chemical reaction. For example, "C, is about 3 percent more abundant in ocean bicarbonate than in terrestrial petroleum (Roboz, 1968). Similar variations in the isotopic ratios of other light elements, such as H, N, 0 and S, suggest this measurement as a o robe for studying the migra- tion of groundwater. As an example, suppose the 2H/*H ratio is slightly higher in kerogen than in natural groundwater. Water produced by combusting kerogen will thus be labeled with a higher 2H/*H ratio and could be distinguished from natural groundwater. Similar considerations should be given to natural and combustion-produced Nlfy, C0§, and SOf. The variation in stable isotope abundances is normally reported as parts per thousand variation from a standard: (WI.) - (VI,) s sample standard 5 3 Tyn standard where 13 and 1^ refer to the minor and major isotope, respectively. Variations in isotope ratios are measured almost exclusively by mass spectrometry. Although any mass spectrometer is capable of measuring isotope ratios, the measurement of naturally occurring variations requires highly spe- cialized instruments. Indeed, many isotope ratio mass spectrometers are dedi- cated to a single element. Consequently, such instruments are found almost exclusively in research laboratories and are numerically absent from commer- cial laboratories. Isotope ratio mass spectrometers are characterized by dual detector sys- tems which are designed to collect both isotopes simultaneously, thereby mini- mizing errors due to ion current instability. Detector electronics are specifically designed to yield the isotope ratio directly, and ion sources typically include a means of switching rapidly between the sample and a stan- dard of known Isotopic composition. The precision with which 6 may be mea- sured in a routine matter .1s about 1 mil for H and 0.1 mil for C, 0, and N. The precision of 5 is typically limited by isotope fractlonatlon which oc- curs during sample preparation and introduction into the mass spectrometer. Although studies of Isotope ratios in the Green River Formation have not been found in the literature, other relevant Investigations deserve mention. Friedman et al. (1964), for example, discuss the natural variations of deute- rium in the hydrologic cycle, including the theory of the fractionatlon pro- cesses which occur during evaporation, transport, and deposition. They also report the results of over 1,000 determinations of 'H in waters of North Amer- ica. Oansgaard (1964) also discusses both the theory and the measurements of 2H and 180 in precipitation. 144 ------- Holt et al. (1972) and Jensen and Nakai (1961) both discuss natural vari- ations of 34S in environmental samples. Holt et al. (1972) observed perturba- tions of 5^4$ in surface waters due to rainfall, earth-surface distur- bances, and effluents from sewage treatment plants. N isotopic ratios have been studied widely, principally as a means of identifying pollutant sources and characterizing the atmospheric N cycle (Moore, 1977; Moore, 1974; Hgering and Moore, 1958; Wada et al., 1975). Natu- rally occurring values of 515N ranging from -15 to +25 have been observed. Possible problems which may be encountered in the application of the sta- ble isotope technique to the Green River Formation include lack of background data, insufficient difference in 5 for natural and contaminated groundwater, and exchange reactions such as the following: 1H2HO + ^CO" - ^0 + 2HC03 H2180 + HC1603 + H2160 + HC180160; . Thus, to the extent that carbonates and bicarbonates exchange with, or precio- itate as solid materials, the isotopic composition of certain elements ^av be altered. SAMPLE ANALYSIS AND COSTS This discussion is meant to aid the reader in the efficient selection of analytical techniques suitable for monitoring groundwater movement. Both sur- vey and element-specific techniques are discussed. Trace Elements The most common techniques which are used for trace element analysis are instrumental neutron activation analysis (INAA), inductively coupled plasma emission spectroscopy (TCP), spark source mass spectroscopy (SSMS), and atomic spectroscopy with its various modifications (AA). Each technique has strengths and weaknesses which should be recognized. Table 26 compares these techniques on the basis of their abilities to de- tect trace levels of 44 elements. Although not shown on the table, the limit for SSMS is typically 1 ug/1 for most elements. The detection limits for ICP were obtained from a recent review of an ICP spectrometer in use at a DOE syn- fuels laboratory, and were determined with artificial, multielement standards. The detection limits shown for a flameless (carbon rod) and flame AA were taken from the manufacturer's literature. The limits for INAA were for a rou- tine survey available on a commercial basis. The working limits shown in the table are the lowest concentrations typically reported by a routine analytical services laboratory located in Denver. In this case, the working limits are typically several times the detection limit, since the method of choice in an analytical services laboratory is determined by regulatory requirement, 145 ------- TABLE 26. COMPARISON OF ANALYTICAL TECHNIQUES FOR TRACE ELEMENT DETERMINATIONS3 fk a\ Detection limits Element Ag Al As B Ba Be B1 Ca Cd Co Cl Cr Cu Ga Ge Fe F ICP (ug/l) 3 3 16 15 1 1 80 2 15 5 3 4 30 20 5 Flameless AA (ug/1) 0.03 2 15 2 0.2 1.4 0.06 0.02 0.8 0.5 0.4 2 0.5 Flame AA (M9/D 2 20 100, 2d 2,000 20 0.7 46 2 0.7 7 5 2 40 100 6 Instrumental Neutron Activation Analysis5 (ug/1) 0.5 100 0.5 NA 100 NA NA 1,000 0.10 0.5 500 2 300 a-70 NA 200 200 Colorado water Working limit, quality standards Denver Laboratory cleanest classification (M9/I) O.Ob 100 2 50 50 5 bOO 50 2 10 2QQ 10 10 10 100 Methodc B A B C A A A A A A C A A A 0 (ug/1) 0.1 100 50 750 1,000 10 0.4 50 10 300 (continued) ------- TABLE 26 (continued) Detection limits Element Hg K Li Hg Hn Ho Na Nb Ni P Pb Sb Se Si Sn Sr S ICP (M9/1) 600 50 50 1 5 7 90 30 9 30 20 60 20 30 12 10 Flaroeless AA (ug/1) 12 0.2 0.4 0.006 0.04 0.6 0.02 1 0.3 3 6 7 1 0.8 Flame AA (M9/D 0.4b 2 2 0.2 2 30 0.3 3,000 8 15 40 250, 2d 200 30 2 Instrumental Neutron Activation Analysis'* (ug/1) 0.5 300 NA 5,000 20 3 70 ^25,000 NA NA NA 0.5 1 NA 80 2,000 NA Colorado water Working limit, quality standards Denver Laboratory cleanest classification (ng/D 0.02 100 5 50 5 5 100 10 100 1 50 5 1,000 500 10 Hethodc (ug/1) d 0.05 A A A 125,000 A 50 B A A 50 C B 4 A B 10 C A A (continued) ------- TABLE 26 (continued) -p. oo Detection limits Workiixj limit, Denver I dboratory Colorado water quality standards cleanest classification Element Te Ti Th Tl U V Zn U Br I ICP (M9/0 5 1 200 500 2 10 Flame less AA (yg/D 0.6 1,000 10 0.02 --- Flame AA (M9/D 40 50 13 60,000 50 1 Instrumental Neutron Activation Analysis'1 (M9/D 2 200 0.2 NA 1 1 10 30 1 30 Methodc (M9/1) 300 2 b 5 B E A A 15 30 50 Notes: Detection limits correspond to approximately 20 times the background noise level. Working limits typically correspond to several times the background noise level and are based on a wide variety of groundwater and surface water using equipment in a routine fashion. bNote INAA not approved EPA method. CA - flame atomic absorption; B - carbon rod atomic absorption; C - colorimetric; D - electrode; E - fluorometric. Vapor generation. NA - not available under normal circumstances or very insensitive. ------- economics, and ease of operation. It should be recognized that data in Table 26 represent a common basis for discussion; however, detection limits are of- ten degraded in complex samples or improved by special pretreatment processes. In addition to the detection limits, the precision and importance inter- ferences should be considered. ICP is relatively free of matrix interfer- ences, but is subject to spectral interferences. For example, the DOE operators have reported poor accuracy for U, Co, As, and Cd on complex sam- ples, presumably because of spectral interferences. AA has fewer spectral in- terferences, but special corrections may be needed for background or matrix interferences. The precision of AA or ICP spectroscopy is typically ±10 percent when used by trained personnel. INAA is often considered a reference method for trace elements because of its relatively high precision at trace levels and freedom from matrix interferences. SSMS is typically subject to fewer interferences than either ICP or AA, but the routine precision for this technique is about ±40 percent, although precisions of ±3 percent have been reported in the literature using electrical detection under tightly con- trolled conditions. Since samples for SSMS must be dried onto a graphite sub- strate and placed in a vacuum, volatile elements such as Hg, S, and Se may be lost, especially under acidic conditions. It is obvious that no single method is a panacea. INAA is attractive be- cause of its detectability for the potential low-level indicators As, Sb, Se, Te, U, and V. SSMS is favored as a survey technique because it provides uni- formly low detection levels and broad elemental coverage. The other methods listed in Table 26 are attractive as monitoring tools because of their ade- quate precision and detectability for many elements. Organic Methods Common techniques which are available for the determination of trace or- ganic species in complex mixtures include gas chromatography (GC), combined gas chromatography/mass spectroscopy (GC/MS), high-pressure liquid chromatog- raphy (HPLC), and thin-layer chromatography (TLC). Recent advances in con- trolling the variables in TLC are also giving rise to high-performance, thin-layer chromatography (HPTLC). Standardized methods are not normally available for specific organic com- pounds since operating parameters are optimized for each substrate and analyte. For more tractable species, literature references may be found for simi- lar substrates, -although as a general rule a significant effort will be re- quired for implementing, adapting, and "debugging" methods for groundwater in the oil shale area. Organic bases are a particular problem since they readily decompose and since analytical methods are poorly developed. Instrumentation should include a GC, GC/MS, and HPLC as a minimum, along with other standard analytical equipment. The GC/MS should be capable of op- erating with capillary columns and be capable of peak switching and single ion monitoring. A specific nitrogen detector on the GC should be considered es- sential for the determination of organic bases (Sievers and Denny, 1978). 149 ------- Nonspecific separation schemes are also available for classifying the types of organic compounds in water (Hamersma et al., 1976; leenheer and Huff- man, 1976). Such schemes can provide a first warning of the groundwater changes and can indicate otherwise unsuspected changes. The procedures by Leenheer and Huffman may be of special interest since it was originally con- ceived as an aid in understanding the movement of organic materials in ground- water. The procedure operates by separating hydrophilic and hydrophobic acidic, basic, and neutral compounds based on their adsorptive characteristics on artificial resins. In this scheme, the hydrophilic fractions should be most mobile in groundwater, while the hydrophobic fractions should most read- ily be retained by sorptive clays and minerals. Other Inorganic Species For a wide variety of commonly occurring inorganic species, standard methods have been developed and tested which are reliable when applied to typ- ical surface water or groundwater and which can be performed with a minimum of equipment (U.S. EPA, 1974; American Public Health Association, 1976; U.S. Geo- logical Survey, 1970). Although standard methods must not be applied blindly to oil shale waste water (or to other waste water), it is believed that many standard methods can be modified slightly in order to produce more reliable results. In any case, a carefully designed quality assurance program is highly recommended. This subsection first discusses several representative standard analyti- cal procedures, analytical problems which occur, and possible solutions. A discussion of possible additional procedures which could be used to better or more efficiently analyze oil shale waste waters then follows. Total Suspended and Dissolved Solids Normally, these are determined by drying an aliquot of water at 103° to 105°C. In retort waters, this may cause the loss of ammonium carbonate and result in an artificially low result. A possible solution is evaporation at a different pressure and temperature to more selectively remove the water, or complete evaporation of ammonium carbonate, which is then determined separately. Alkalinity- Normally, alkalinity is measured by titrating with dilute acid. Results are typically interpreted as total bicarbonate and carbonate. In retort wa- ters, dissolved ammonia and organic adds are also titrated so that the re- sults should be interpreted as "total tltratable base." Another method is to determine carbonate and bicarbonate by measuring total inorganic carbon in a TOC analyzer and adjusting the pH and ionic strength. Other options include acidification of the sample and determination of the evolved C02 titremetrl- cally, colorimetrically, or by hydrogenatlon and the detection of methane. 150 ------- Chloride- Chloride is often determined by the subsequent reactions in a continuous flow system: 2C1" + Hg(SCN)2 * HgCl2 + 2SCN" SOT + Fe3* - Fe(SCN)x . The colored ferric thiocyanate complex is then detected colorimetrically. In retort water, thiocyanate is thus detected as chloride. This problem should be removed by chemically oxidizing the thiocyanate prior to analysis. Alternatively, analyzing subsequent samples with and without the addition of Hg(SCN)2 may provide a determination for both chloride and thiocyanate. pH- pH electrodes are subject to fouling by oils. This common problem can be overcome by frequent standardization or a cross check with a series of pH indicators, which are certainly as accurate, if not as convenient. Nitrate- Often nitrate is determined by the automated Cd reduction method. A com- mon problem is the fouling of the Cd reduction column by organic materials. A possible solution is extraction of the organic material prior to analysis, or the use of an alternate reducing agent, such as hydrazine. BOD In our experience, the normal SOD determination is not reproducible un- less acclimated seed is used. Ammonia Often ammonia 1s determined with a selective ion electrode (which is sub- ject to fouling by organic materials). A likely solution is removal of the organic materials by extraction, by filtration with a hydrophilic filter, or by the use of macroreticular resins. Other Constituents- It is likely that similar problems and relatively straightforward solu- tions may exist for other assays, such as fluoride and sulfate. Such minor modifications may be simple and, indeed, are often practiced by the alert ana- lytical chemist. There are, of course, requirements for entirely new or greatly improved analytical methods. Possible analytical schemes are dis- cussed below as examples. 151 ------- Determination of the complex mixture of sulfur and nitrogen species found in retort waters is an unresolved problem. In addition, S, $203, $40!, 5305, SOj, SCN~, and CN~ can interract and thereby change their chemical form. SCN~ can further react with oxidizing agents, which might be used in water treatment, to form the highly toxic cyanogen chloride. One approach which has been used (Stuber et al., in press) for this prob- lem is the cyanolysis of the various sulfur oxides with selective catalysts (Kelly et al., 1969). The resulting SCN" was detected colorimetrically as the ferric thiocyanate complex. However, it has not yet been shown that the cata- lysts are sufficiently selective or that they do not occur naturally in suffi- cient quantities in waste waters. There are several possible approaches to this problem which would be considered: t Ion chromatography The development of coloring agents specific for thiosulfate, thiocyanate, tetrathionate, etc. t Polarographic techniques which distinguish between the various S and N species on differing oxidation potentials Surrogate tests. The latter tests assume that speciation of the various forms of S and N is not essential. As an example, $205, SsOf* and S40§ could be determined as a group using the cyanolysis procedure of Kelly et al. (1969). An especially attractive technique for such complex waters is ion chroma- tography. Because it is a separatory technique, complex and selective reac- tions are not required. Ion chromatography holds the possibility of chromatograpnically determining cyanide, thiocyanate, sulfate, thiosulfate, trithionate, tetrathionate, sulfide, as well as phosphate, fluoride and ni- trate, minutes after sample collection. Because ion chromatography detects ions nonselectively, the presence of unexpected peaks alerts the analysts to unknown ions. Thus, the analyst can often detect previously unexpected compounds. At the other extreme are tests which would measure, for example, total sulfur in all forms. Such a technique could be used to alert the analysts to the need for a more detailed analysis of sulfur species. INTERPRETATION OF WATER QUALITY DATA Data Analysis Data analysis procedures Include (1) checks on data validity, and (2) methods for presenting data for interpretation for environmental description or control purposes. Data checking procedures include: 152 ------- Cation-anion balance t TDS-conductivity comparison Conductivity-ion comparison (meq/1) Diluted-conductance method. The cation-anion balance check involves considering the theoretical equivalence of the sum of the cations (expressed in milliequivalents per liter (meg/1)) and the sum of the anions (in meq/1). Because of variations in anal- ysis which may be unavoidable, exact equivalence is seldom achieved. In gen- eral, the inequality observed can be expected to increase as the total ionic concentration increases. When using this method, it is assumed that analyses of all significant ions have been included and that the nature of the ionic species is known. In addition, it should be noted that compensating analyti- cal errors can fortuitously produce a close ion balance. Hence, a combination of quality control (e.g., replicate analyses, use of standard references, spiked samples, etc.) and data checking procedures should be employed. For other analysis checks, samples can be evaporated to dryness at 130°C and the weight compared to the total solids determined by calculation. ""his check is approximate because losses may occur during drying by volatili- zation and other factors may cause interference (Brown, Skougstad, and Fish- man, 1970). Another recommended check on analyses involves multiplying specific conductance (ymhos/cm) by a factor ranging from 0.55 to 0.75. The product should approximately equal total dissolved solids, in mg/1, for water samples with TDS below 2,000 to 3,000 mg/1. Also, the specific conductance divided by 100 should approximately equal the meq/1 of anions or cations. This relationship is useful in deciding on which sum, cations or anions, is in error. A more refined method for checking TDS by the electrical conductivity relationships, called the diluted-conductance method, may also be employed. Proper design of the monitoring program with regard to selection of moni- toring sites, sampling frequency and analytical methods, and implementation of quality control measures will alleviate such data interpretation problems. Good monitoring design can deal effectively with sources of data variability, such as operational variability of field instrumentations and errors in calcu- lations or analysis. Other significant sources of data variability are events such as in-plant spills, poor in-plant housekeeping practices, temporary process or control equipment failure or modification, and other in-plant events. These events may be entirely random (e.g., spills) or somewhat cyclic (e.g., equipment maintenance) in nature. Effectively dealing with these sources of data varia- bility requires liaison with facility operators. Ideally, this communication should be of two types, namely to assure that (1) monitoring personnel have adequate knowledge of facility operations (and deviations), and (2) that plant developers have access to monitoring data and the evaluations made of that data. Such intercommunication can enhance data interpretation efforts. 153 ------- Data Presentation Data presentation and interpretation are key aspects of monitoring for environmental detection and control. Several methods are available for orga- nization and presentation of water quality data. These include tabulation and graphical tabulation of appropriate water quality criteria or standards, pro- viding a format for screening data and identifying important sites or pollu- tant constituents. Ionic concentrations can be expressed as milligrams per liter or milliequivalents per liter. Other water quality measures may be seg- mented into contributing components, such'as total and noncarbonate hardness or phenolphthalein and methyl orange alkalinity. Graphic representations of analyses of the chemical quality of water are useful for display purposes, for comparing analyses, and for emphasizing simi- larities and differences. Graphs can also aid in detecting the mixing of wa- ters of different composition and in identifying chemical processes occurring as water moves through the hydrologic regime of the monitoring area. A vari- ety of graphic techniques is available; some of the more useful ones are de- scribed in the following paragraphs. A widely used method of data presentation is the bar graph. On a bar graph, each sample analysis appears as a vertical bar whose total height is proportional to the total concentration of anions and cations, expressed in mi Hiequivalents per liter. One-half of the bar represents cations and the other half anions. These segments are divided horizontally to show the con- centrations of major ions or groups of closely related ions, which are shown by distinctive patterns. Variations include the addition of individual bar graphs to express levels of other water quality measures, such as hardness or un-ionized solutes such as silica. Water quality data can also be plotted as a set of radiating vectors (Figure 36). Related methods of showing concentrations as linear vectors re- sult in constructions of polygons. These approaches are useful in displaying changes in water quality as changes 1n, for example, the shape of these poly- gons. Trilinear diagrams are another useful method for representing and com- paring water quality analyses (Figure 37). Here, cations, expressed in percentage of total cations (as milliequiva- lents per liter), plot as a single pofnt on the left triangle. Anions, simi- larly expressed as a percentage of total anions, appear as a point in the right triangle. These points are then projected into the central, diamond- shaped area parallel to the upper edges of the central area. This single point is thus uniquely related to the total 1on1c quality, and at this point a circle can be drawn with an area proportional to the total dissolved solids concentration. The trillnear diagram is a convenient way to distinguish simi- larities and differences among various water samples as waters with similar qualities will tend to plot together as groups. Also, simple mixtures of wa- ters can be identified as the mixture data will plot at locations intermediate between the mixture component waters. 154 ------- Ml + K 10 12-6 18-1 C« S04 HCQ3 N«+K 17-3 C* CI HC03 0 S 10 18 MIUJEOUIVALENTS PER UTER Figure 36. Water quality data display using vectors, i I I 5 SCALE OF OIAMCTEHS ^ I PBMCENT OF TOTAL MILLIEOUIVALENTS PER UTER Figure 37. Trillnear diagram for displaying water quality data. 155 ------- Other graphic methods include time series plots, plots of variation in water quality constituents with distance or depth, area or cross-section plots of equal water quality lines, and plane maps. The choice of data presentation is determined by the goals of the monitoring program and the type of audience to which the data are to be presented. The goal of data presentation is to provide a clear portrayal of the data for evaluation of environmental quality. Data Interpretation and Reporting Water quality data from monitoring should be analyzed and interpreted so as to define quality trends, identify new pollution problems or regions of im- provement, and assess the effectiveness of pollution control activities. As- sessments include such things as identifying segments of the groundwater systems not meeting water quality standards and projections of impact on vari- ous water uses. The monitoring program should incorporate pertinent data from all agencies and organizations involved in the monitoring region. The final result of a monitoring program organized in an area is informa- tion on water quality. The final task of the monitoring program is to dissem- inate the information gained in usable forms to the agencies and organizations concerned with such information. Monitoring should be summarized in appropriate forms for convenient study before wide distribution outside of the monitoring agency. This may involve preparation of tables showing averages and/or changes in water quality. Simi- larly, graphs prepared to readily display long-term trends may be helpful, as described previously. Maps showing, for example, locations of major known sources of pollution, area! distribution of concentrations of key pollutants, and regions having groundwater with qualities not meeting some water quality criterion can also be shown to be both useful and effective. Monitoring information should be distributed regularly to appropriate public agencieslocal, State, and Federal. Major industries in the area should also receive the material as well as cooperating agencies and organiza- tions that contribute monitoring data. Finally, the monitoring agency would have the responsibility to alert ac- tion and enforcement agencies of critical problems or situations which are discovered within the monitoring program. This may involve, for example, de- tection of hazardous or toxic pollutants which could affect water users. Prompt reporting of such Instances is essential, as is following up with spe- cialized monitoring efforts for documenting and controlling emergency situations. 156 ------- REFERENCES Ahrens, T.P., and A.C. Barlow, Permeability Tests Using Drill Holes and Wells, Including Comments Regarding Equipment, Etc., Bureau of Reclamation Geol- ogy Report No. G-97, 1951. American Public Health Association, Standard Methods, 19th Edition, Washing- ton, O.C., 1976. Brown, E., M.W. Skougstad, and M.J. Fishman, "Methods for Collection and Anal- ysis of Water Samples for Dissolved Minerals and Gases," Techniques of Water-Resources Investigat 1.on, Book 5, Chapter A-l, U.S. Geological Sur- vey, 1970. Bureau of Reclamation, Ground Water Manual, U.S. Department of Interior, 1977. 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