United States
                     Environmental Protection
                     Agency
Environmental Sciences
Research Laboratory
Research Triangle Park NC 27711
                     Research and Development
EPA-600/S3-84-074  Aug. 1984
&EPA          Project  Summary
                     Air  Quality Models
                     Pertaining  to  Paniculate  Matter

                     S. A. Batterman, J. A. Fay, D. Golomb, and J. Gruhl
                       This report describes an evaluation of
                     the Pollution Episodic Model, an urban-
                     scale dispersion model that incorporates
                     deposition, gravitational settling, and
                     linear transformation processes into the
                     predecessor model, the Texas Episodic
                     Model. A sensitivity analysis of  the
                     model was performed, which included
                     the effects of deposition, gravitational
                     settling,  and  receptor grid  size.
                     Recommendations are  made  to
                     improve the performance and flexibility
                     of the model.
                       Pollution Episodic Model was applied
                     to a source inventory of the Philadelphia
                     area to provide a preliminary estimate
                     of source apportionment.  Pollution
                     Episodic  Model  modeling  employed
                     both  hypothetical  and  actual
                     meteorology. Results indicate that area
                     source emissions  dominate  total
                     suspended paniculate, sulfur dioxide,
                     and  sulfate concentrations  at  urban
                     receptors.  A  large  fraction of  the
                     inhalable  particles may arrive from
                     distant sources.
                       This report also contains an overview
                     of receptor models (RMs) used for the
                     source apportionment  of  aerosols.
                     Some diagnostic procedures for RMs
                     are evaluated with a synthetic data set.
                     Described are receptor model tradeoffs
                     and   protocols  and  possible hybrid
                     dispersion/receptor models. Issues re-
                     garding the intercomparison of source
                     apportionments from receptor and dis-
                     persion models are highlighted with
                     reference to  the  1982  Philadelphia
                     study.
                       This Project Summary was developed
                     by EPA's Environmental Sciences
                     Research  Laboratory, Research Tri-
                     angle  Park, NC, to announce key
                     findings of the research project that is
fully documented in a separate report of
the same title (see Project Report order-
ing information at back).

Introduction
  The principal objective of this work was
to  assess the  two fundamental
approaches to  source apportionment of
aerosol concentrations: source-oriented
dispersion modeling (DM) and receptor
modeling (RM). We aimed to define the
strengths, limitations,  areas  of
applicability, and possible protocols  for
the use  of  these methods  in  the
regulatory  context.  The specific
objectives included the following:

  (1) Assessment of the new Pollution
     Episodic Model (PEM), a dispersion
     model that incorporates deposition,
     settling  and transformation
     processes  into  the  standard
     Gaussian  plume dispersion
     algorithm. Pollution Episodic Model
     is  an  extension  of  the  Texas
     Episodic Model (TEM-8).This report
    contains a discussion of the verifi-
    cation, applicability, and limitations
    of PEM. Suggestions are given to
    improve the versatility of the model.


  (2) Review and general  comments
    about receptor models.  Part of this
    project involved  a review of the
    models and literature that make  up
    the current understanding of recep-
    tor techniques,  as  well  as our
    experience with  receptor  models
    and similar statistical problems.
    The current status and  capabilities
    of RM are discussed, with attention
    to the potential uses of RM in the
    regulatory  process  and the

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     application  of  diagnostic tools to
     RM that  might be  part  of  the
     modeling protocol.
  (3) Discussion of potential  hybrid dis-
     persion-receptor models. There are
     a  number of ways to combine
     source  and  rejeptor models.
     Currently,  it is not clear that hybrid
     models are feasible and desirable.
     However,   it  is  clear  that
     contributions from each approach
     can be made to improve the other
     technique  in  certain circumstances.
     Recommendations  are  made
     regarding  the  development  and
     application of  hybrid  models in
     intermodel comparisons.
  (4) Comparison of DM and RM in the
     Philadelphia  Study.  In  July  and
     August  of   1982,  data  were
     collected in the Philadelphia area,
     in  part  to   compare  source
     apportionments from DM and RM
     on  the  same, real  data. Ground
     rules and certain specif ic tasks were
     required to make that comparison
     as  meaningful  as  possible.
     Guidelines and  a  discussion of
     issues  for this  comparison  are
     presented.  Preliminary  modeling
     results that used PEM and a source
     inventory  compiled  for  the
     Philadelphia area are given.

Evaluation of the Pollution
Episodic  Model
  The PEM model successfully incorpo-
rates simplified deposition, gravitational
settling,   and  linear transformation
processes.   Pollution  Episodic  Model
simultaneously calculates concentration
and deposition over an urban-scale area
in  a   rectangularly   gridded  receptor
network.
  With   respect to   deposition,  PEM
provides  greater  flexibility  and some
increased  realism   over  comparable
models.  For example,  the  Industrial
Source   Code  (ISC)  model  simulates
gravitational  settling  by  tilting  the
(normally horizontal)  plume centerline;
deposition  is  modeled  by the  partial
reflection of the source contribution.
Settling and  deposition processes alter
the distribution of mass within the plume.
The  ISC  model's  treatment  is  not
altogether satisfactory because it does
not  model  the modified  distribution.
Consequently, the  ISC model  tends to
overpredict  concentrations   near  the
source and underpredict concentrations
at large distances.
  The PEM source code was checked for
obvious errors or omissions. No mistakes
were found. The source code was then
compiled on the IBM FORTRAN V compil-
er. Only one "block data" per program is
permissible  with  this  compiler.  The
source code was modified accordingly.
  The PEM was used with simple source
and meteorological  conditions in each
stability   category.   Results  were
compared   to the  TEM-8  model. This
showed good agreement, provided that
the TEM time step was specified to be 10
minutes. Both models use the same P-G-
T dispersion coefficients,  but TEM  in-
creases these coefficients for calculating
one hour averages. (The basic averaging
period in PEM is one hour; in TEM, it's 10
minutes.) Maximum differences between
the two models were  under a few per-
centage points. However, under the most
stable   categories   at   relatively  long
downwind  distances,  maximum
differences could  range up to about 30
percent. These  differences occurred be-
cause TEM uses "look-up" tables for dis-
persion coefficients at discrete distances,
while PEM uses piece-wise approxima-
tions. Although both methods should be
sufficiently accurate for model applica-
tions, the  piece-wise approximations in
PEM   may  provide   more  consistent
results. Finally, analyses were performed
to  verify   the  model's response  an
sensitivity   to changes in settling and
deposition  velocities, transformation rates,
and area source treatment.
  The PEM model was found to be easy to
use  (even  without a user's  guide).
However, the versatility and convenience
of the  PEM program could be improved.
Some  of  the recommendations  in this
section result from our  experience with
the model; others are proposed in view of
expected applications. Implementation of
the minor changes to the model (e.g.,
bookkeeping  operations,  additional
outputs, and new user options) would
facilitate sensitivity analysis  and  source
apportionments. Other  changes might
increase the realism of the  model. The
somewhat  increased  complexity,
memory  storage,  and  computer time
required  by the  model would not  be
important considerations to most model
users.
  Of  the   recommended changes,  the
most    important   improvements  that
increase  model  credibility  are  those
concerning area  source modeling.  For
sulfate modeling,  hourly variation  of
transformation  rates and elimination of
cutoff distances for point and area source
calculations are the most relevant. For
TSP  modeling,  source-specific
specification of particle size or deposition
and settling velocity are important. The
development of  a  long-term version of
PEM for seasonal  or annual particulate
concentrations  would complement
existing air quality models. Most of the
remaining   recommendations   simply
provide  greater  convenience for model
users.

Receptor  Models
  Receptor models (RMs) are procedures
that use observed aerosol characteristics
to identify and quantify the sources of
ambient air pollutants. The aerosol char-
acteristics  most  frequently measured
include  chemical and elemental mass,
optical  properties,  and particle  size
distribution.  Less frequently measured
characteristics  include  isotope  ratios,
organic  and inorganic compounds, and
crystalline structure.  Unlike dispersion
models, RMs do not require meteorologi-
cal or source data. Source profiles may be
used, but are not necessary.
  In  general,  RMs use  the  following
assumptions:

  (1) The total aerosol  mass at a receptor
     is  a linear sum  of  the  aerosol
     contributions  from   individual
     sources. In general, there cannot be
     any transformation of the aerosol
     from  time of emissions  at the
     source through atmospheric trans-
     port to  collection  and  ultimate
     analysis.

  (2) Characteristics of the aerosols are a
     linear   sum of  the  aerosol
     characteristics   from  individual
     sources (e.g., elemental ratios are
     assumed to be constant between
     source and receptor).

  (3) Source apportionment is possible
     only for those source  classes that
     have identifying characteristics. No
     unique  characteristic is  needed,
     just  a   unique   combination  of
     characteristics.

  (4) Chemical  mass  balance  models
     require quantification of  source
     characteristics   (e.g.,  elemental
     ratios). Multivariate models require
     less   precise  descriptions,  but
     patterns of characteristics must be
     recognizable.  Sources with  un-
     known or highly variable character-
     istics may not be distinguishable.

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  (5) For regression models, the number
     of characteristics must exceed the
     number  of  source  classes,  and
     errors  (residuals)  should  be
     normally   distributed  and
     uncorrelated.  For  multivariate
     models, the  number of filters must
     be  sufficient for the degrees  of
     freedom required for the number of
     filter  characteristics  and sources
     used
Deviations from these assumptions will
degrade the validity of the receptor model.
The magnitude of the deviations that typi-
ally occur in RM applications is not known
at the present time. Also unknown is the
susceptibility of RMs to such deviations.
There  are  obvious  situations where
assumptions   are   violated   and  RM
applications may not be useful.

Hybrid Approaches
  There  are   several  possibilities for
hybrid dispersion/receptor  models.
Hybrid  models use  a receptor  model
approach in  conjunction  with source
emission rates, source locations, and/or
dispersion  information. Such  models
conceivably   might  provide  a   more
accurate  and flexible means of source
apportionment. They  may  also  help
reconcile differences between source
and receptor models. All data, including
meteorology,   source  emissions   and
profiles,  and  filter characteristics are
used in coupled models. Coupled models
intimately  combine receptor  and
dispersion approaches, and thus may be
the  most  complicated  of the  hybrid
approaches. Coupled  models might be
classified by  their primary orientation,
around either  dispersion  or  receptor
approaches. For receptor-oriented hybrid
models, outputs of DMs might be treated
stochastically.  Chemical Mass Balance
(CMB)  RMs might then be extended by
either including DM predictions as priors
in Bayesian optimizations, or by using DM
predictions  of source  contributions as
coefficient  weights  in  weighted
optimizations.  Analogous  methods are
possible  for  multivariate   RMs   Here,
preprocessed meteorological data might
become new variables in a factor analysis
or multiple regression model. Association
of particular meteorological patterns with
source class signatures may identify the
likely direction and distance of contribut-
ing  sources. Alternately, source
contributions  predicted by  DMs  may
become  variables in  factor  analyses,
along with the usual filter characteristics.
Associations  of predicted source
contributions with the respective source
profiles may indicate areas of agreement
between the models.
  The second general  type  of coupled
model  is  based  around  dispersion
modeling.  The (deterministic) inputs  or
parameters of DMs are  considered  as
stochastic  variables  (with   estimated
distributions).  Optimization  is used  to
match  DM  predictions  to observed
concentrations  or  receptor-determined
apportionments,   at  the same  time
maximizing  the  probability  of the
stochastic variables in the DM.
  Some major issues can be identified
relative to the use of receptor  models.
Currently, there is  a substantial amount
of  imposed  "intelligence" that  is
introduced  into   RM  procedures   by
experienced  practitioners. Present RM
studies are generally custom-designed,
including selection of source  signatures,
filters,  and  analysis. In  the  regulatory
context,   some  of  the   discretionary
elements  of  RM  might have  to   be
removed   to  reduce  the chances  for
misuses of the models.
  The variation in  source profiles (over
time and  space) and the  deviation from
the RM assumptions can  be  determined
from source or near-field measurements,
or  perhaps  derived   by using  wind
trajectory  analysis. Synthetic data sets
with  realistic   error   structures  and
compositions for various aerosol regimes
(e.g., rural western vs. urban eastern)
may be used to construct RM protocols.
  Hybrid models require more data than
either approach alone Such models may
be cost-effective if source inventories and
meteorological  data  are available.  If
hybrid  models  permit  significantly im-
proved performance in terms  of accuracy
and flexibility of source apportionment,
their expense and complexity  may  be
justified   in  other circumstances.   At
present, hybrid models have not been
demonstrated and  critically evaluated.

Conclusions and
Recommendations
  A new dispersion model, the Pollution
Episodic   Model (PEM)  was found  to
successfully  incorporate   deposition,
gravitational  settling, and  linear
transformation   processes  to the
predecessor  model, the Texas Episodic
Model. Thus, PEM  should permit greater
realism   in  urban  scale  modeling.
However,  some improvements  to area
source calculations seem  warranted.
  Application  of  PEM  to   a   source
inventory for the Philadelphia area and a
sensitivity   analysis  indicated the
following:
  (1) Area  source  emissions  may
     dominate TSP, sulfur dioxide and
     sulfate concentrations at receptors
     located  within  an   urban  scale.
     Therefore,  source  inventory data
     for area sources, including source
     strengths,  operating  schedules,
     microinventories (around receptor
     sites), and the degree and method
     of aggregation  of small sources
     may  be   critical  to  accurate
     dispersion modeling.  Distant
     sources warrant less attention.

  (2) A large fraction of  the observed
     inhalable  particle  mass, particu-
     larly sulfate, probably comes from
     medium- and long-range transport
     and   not   from  local   sources.
     Preliminary modeling has shown
     that sulfate contributions from local
     sources are generally only a few
     micrograms  per   cubic   meter,
     compared  with measured  values
     which average about  24 jjg/m3.
     However,  the  model examined a
     relatively  short  period,  and the
     source  inventory  is  known  to be
     very approximate.

  (3) Particle and gaseous concentra-
     tions from middle to far field sources
     (greater than 10 km) may be sensi-
     tive to deposition velocities, with
     greater effects at larger distances.
     For these  sources,  gravitational
     settling is  relatively unimportant.
     Gravitational settling may be im-
     portant only for sources located in
     the vicinity of monitors that emit
     large  particles with  high settling
     velocities.

  (4) Sulfate concentrations from distant
     sources  are   sensitive  to
     transformation rate,  especially  at
     low wind speeds.

  Our  review  of  the  literature  and
experience  with  receptor  models
indicated the following:

  (1) The temporal and spatial variation
     of source profiles, and the sensitiv-
     ity of estimated apportionment to
     such variation  is largely unknown.
     The  amount  of  data needed  for
     representative and useful results is
     also poorly defined.

  (2) Generally,  RM studies have been
     custom-designed,  including
     selection  of  sources signatures,
     filters and analysis. A high degree

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        of subjectivity may be involved in
        the interpretation and use of data
        and models.

     (3) Each  type of receptor  model is
        prone to certain failures and limita-
        tions. Chemical mass balance RMs
        are subject to problems of collinear-
        ity  and  influential  points.
        Diagnostic procedures can be used
        to  determine  whether  these
        problems  exist;  remedial
        procedures may be able to minimize
        their  effects.  Standardized
        protocols may be required to ensure
        meaningful  results and promote
        appropriate uses of RMs.

     Both dispersion and  receptor models
   have  useful  attributes for the  source
   apportionment of  aerosols.  Dispersion
   models are predictive and  diagnostic.
   Receptor   models  are  primarily
   interpretive. Standardized uses of recep-
   tor approaches are possible; however,
   their applicability and limitations need to
   be defined.
     Hybrid models, which combine aspects
   from   both  dispersion  and  receptor
   approaches, may  have applications to
   many  air  pollution  problems, including
   apportionment of ambient  concentra-
   tions of criteria and hazardous pollutants,
   visibility impairment, and acid deposition.
   However,  at present, hybrid models are
   poorly developed and defined. The de-
   velopment and validation of hybrid models
   will  require an extensive data  set  for
   various conditions and localities.
          S. A. Batter man, J. A. Fay, D. Golomb, and J. Gruhl are with the Massachusetts
            Institute of Technology, Cambridge, MA 02139.
          Jack Shreffler is the EPA Project Officer (see below).
          The complete  report,  entitled "Air Quality Models Pertaining  to Paniculate
            Matter," (Order No. PB 84-210 939; Cost: $11.50, subject to change) will be
            available only from:
                  National Technical Information Service
                  5285 Port Royal Road
                  Springfield, VA22161
                  Telephone: 703-487-4650
          The EPA Project Officer can be contacted at:
                  Environmental Sciences Research Laboratory
                  U.S. Environmental Protection Agency
                  Research Triangle Park, NC 27711
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