United States
Environmental Protection
Agency
Environmental Monitoring
Systems Laboratory
Las Vegas NV 89114
Research and Development
EPA/600/S2-86/111 Apr. 1987
Project Summary
                                                                 -AM
Borehole Sensing  Methods for
Ground-Water  Investigations at
Hazardous Waste  Sites
Stephen W. Wheatcraft, Kendrick C. Taylor, John W. Hess, and
Thomas M. Morris
  The complex nature of the ground-
water contamination problem requires
the collection of extensive amounts of
data in order to understand the problem
well enough to recommend and execute
the appropriate remedial action. As the
complexity and consequences of ground-
water contamination  increase,  geo-
physical methods are becoming a cost-
effective approach to providing answers
to hydrogeologic questions associated
with ground-water contamination.
  Geophysical methods applicable to
hazardous waste site investigations can
be  broken down into two categories:
surface and subsurface methods.  Sur-
face methods offer the advantage of
relatively little capital investment at the
site (no borehole is required), and rapid
collection of data over a horizontal area.
However, the interpretation  is often
ambiguous and limited in vertical reso-
lution. Subsurface  methods require a
borehole and can only investigate an
area immediately around the borehole.
However, subsurface methods provide
excellent information and resolution for
vertical  changes in measured param-
eters. Also, a synergistic  effect is
achieved when certain logs run together,
potentially providing unambiguous in-
terpretation  of  hydrogeologic param-
eters, especially in  the vertical
dimension.

  This Project Summary was developed
by EPA's Environmental Monitoring  Sys-
tems Laboratory, Las  Vegas, NV, to
announce key findings  of the research
project that  Is fully documented  In a
separate report of the  same title  (see
Project Report ordering Information at
back).
Introduction
  The complex nature  of the  ground-
water contamination problem  requires
the collection of extensive amounts of
data in order to understand the problem
well enough to recommend and execute
the appropriate remedial action. Because
it is nearly impossible to collect adequate
amounts of data using traditional hy-
drogeologic methods, new methods must
be developed.
  Geophysical methods have been widely
used in oil and mineral exploration since
the 1920's. However, due to their cost
and the relative simplicity of most pre-
vious ground-water problems, geophysical
methods have not commonly been used
for ground-water investigations. As the
complexity and consequences of ground-
water contamination increase, geophysics
is  becoming a more cost-effective ap-
proach to answer the  hydrologic ques-
tions  associated  with ground-water
contamination.
  Geophysical methods applicable to
hazardous waste site investigations are
of two types: surface and subsurface
methods. Surface methods offer the ad-
vantages of relatively little capital in-
vestment  at the site  (no  borehole  is
required) and rapid collection of data over
a horizontal area. However, interpretation
is often ambiguous and limited in vertical
resolution. Subsurface methods require
a borehole and can only be used to in-
vestigate an area immediately around
the borehole. However, these methods
provide excellent information on vertical
changes in measured parameters. A suite
of complementary logs has the potential
to provide unambiguous interpretation of
hydrogeologic data, especially in the
vertical dimension.

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  The two approaches complement each
other very well. The subsurface methods
provide the necessary vertical detail for a
small area, and the surface methods ex-
tend this detail  horizontally  between
boreholes. In this research effort, prob-
lems of site characterization, contaminant
plume  detection and monitoring of con-
taminant plumes are addressed  using
borehole geophysics.
  Our  primary research  effort concen-
trated on evaluating and selecting a suite
of borehole sensing tools and to design
an integrated  interpretation strategy for
the use of these tools for ground-water
investigations  at hazardous waste sites.
These techniques are meant to be used
in conjunction with surface geophysical
methods; the  down hole  methods pro-
viding vertical resolution, and the surface
methods  extending  the  information
horizontally.

Borehole Sensing Methods
  Borehole methods fall  into five  major
categories: acoustical,  electromagnetic,
nuclear, flow and dimension, and thermal.
Major  applications of these techniques
include: lithologic correlation,  lithology,
rock density,  fractures,  porosity, per-
meability, flow, water level, water quality,
temperature gradient and hole diameter.
Table 1  is a summary of borehole objec-
tives and the  methods used to achieve
them.
  Hardware for borehole  geophysical
logging consists of similar basic compo-
nents for all the different tools, consisting
of sensor, signal  conditioners,  and  a
recorder. The  sensor or sonde receives
power and transmits the signal to the
surface through a conducting cable, which
also serves to position the tool in the hole
by means of a  winch. Electronic controls
at the surface regulate logging speed and
direction, power to the downhole elec-
tronics, signal  conditioning, and recorder
responses. The return signal  from the
probe is a function of lithologic, fluid, and
borehole parameters and  is  recorded and
analyzed later  with a computer.

Limitations of Borehole Methods
for Hydrogeologic Hazardous
Waste Site  Investigations
  Borehole logging methods have been
developed primarily by and for the petro-
leum industry. Logging tools are designed
to be used in uncased, large diameter,
deep holes. Several  logging tools are
usually attached to one downhole sonde
that can be as much as  5-m in length.
Tab/0 1.

Objective
Borehole Sensing Methods
                       Borehole Methods
Location of Zones of Saturation
Physical and Chemical Characteristics
of Fluids
Stratigraphy and Porosity
Flow and Direction
                       Electric log
                       Temperature log
                       Neutron log
                       Gamma-gamma log

                       Electric log
                       Temperature log
                       Fluid conductivity log
                       Spontaneous potential log
                       Specific ion electrodes
                       Fiber optics
                       D.O., Eh, pH probes

                       Formation resistivity log
                       Induced polarization log
                       Natural gamma log
                       Spectral gamma log
                       Thermal neutron log
                       Cross borehole radar
                       Cross borehole shear
                       Resistance log
                       Acoustic -
                         Transit time log
                       Acoustic -
                         Wave form log
                       Neutron log
                       Induction log
                       Spontaneous potential log

                       Flow meter
                       Tracer
                       Differential temperature log
                       Water level
 Interpretation schemes have traditionally
 been used to obtain subsurface data of in-
 terest in petroleum reservoir engineering.
  The  typical borehole at (or near) a
 hazardous waste site is shallow (probably
 less than 100-m), narrow diameter (5-
 cm) and cased,  usually with polyvinyl
 chloride (PVC), Teflon (TM), or some other
 plastic.  None  of the  borehole  tools
 designed for the  petroleum industry are
 usable in such an environment. A 5-m-
 long downhole sonde could barely fit into
 a 50-m-deep hole, even if the hole dia-
 meter  was  large enough  to  accept the
 sonde.  None of  the open-hole  logging
 tools (such  as electric logging)  can be
 used in the PVC cased holes. Because
 most downhole tools  are designed for
 high-temperature, high-pressure environ-
 ments, they would be  over-designed for
 the typical  shallow  monitoring  well
 around hazardous waste sites. Moreover,
 in monitoring wells near hazardous waste
 sites,  the tools  may  be subjected to
 hazardous chemical environments that
 they are not designed to withstand.
  The interpretation schemes developed
 for the petroleum industry are designed
 to remove effects of drilling fluid from the
                               data. Logging is normally done before, or
                               just after, hole completion, and holes are
                               almost never  relogged, especially after
                               casing has been set. For hazardous waste
                               site investigations, borehole logging is
                               commonly  done after  PVC  casing has
                               been set, and it is desirable to relog holes
                               regularly to  monitor  for  changes in
                               formation-fluid chemistry and  ground-
                               water velocity.
                                 The borehole logging parameters that
                               are of  interest to the  hydrogeologist
                               investigating ground-water  contamina-
                               tion are quite different from the param-
                               eters commonly sought by the petroleum
                               reservoir engineer. As a result of the
                               above  considerations,  it is of primary
                               importance  to develop a new borehole
                               logging strategy that is designed to pro-
                               vide the information sought by the  hy-
                               drogeologist for hazardous waste site
                               investigations. Table 2 summarizes the
                               kinds of environments in which various
                               types of logging tools are used.

                               Borehole  Logging Interpretation
                               Strategy For Hydrogeologists
                                 The vertical variation in hydraulic pa-
                               rameters within an aquifer is recognized

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Table 2.
          Borehole Sensing Techniques Applicable To Various Borehole Environments

                                                    Logging Techniques
                                   Single Well
                                                                 Cross Borehole
                                          In Situ
                           PVC*
                           Cased
                                     Steel
                                     Cased
PVC"
Cgsed
Steel
Cased
Uncased
PVC*
Cased
Steel
Cased
Uncased
                         WET DRY WET  DRY  WET DRY WET  DRY  WET DRY WET  DRY  WET DRY  WET  DRY  WET DRY
ACOUSTIC
ELECTRIC
INDUCTION
NUCLEAR
FLOW
TEMPERATURE
CHEMICAL


•
• • •
•
•
•
•
• • • •
• • • • •
•
• •••••
• • •
• • •
"Note. PVC is shown but other plastic casings fie, teflon) behave similarly.
to be  of primary  importance in  deter-
mining the fate and transport of con-
taminants  in  ground-water  systems.
Traditionally, the process of hydrodynamic
dispersion  has been thought to be the
dominant process causing contaminant
mixing. Macroscale heterogeneity  and
vertical stratification induce large varia-
tions in the advective flow rate  of the
groundwater. This process has been
termed macroscopic dispersion, and it is
the  dominant  mechanism controlling
contaminant mixing  and  transport  in
many aquifers.
  Largely  because  of macroscopic  dis-
persion, traditional ground-water flow
equations  are  inadequate to describe
contaminant transport in aquifers.  Al-
though it  is important  to account for
vertical variation in hydraulic parameters,
there has  been little effort to develop
adequate borehole  methods that  would
provide such parameters.
  If borehole methods are to be of use for
hydrogeologists, it is essential that they
answer questions of hydrologic signific-
ance. In particular the strategy outlined
in this report describes how the following
parameters vary  with depth: porosity;
hydraulic conductivity; lithology; ground-
water velocity; cation exchange capacity
of the  formation; and electrical conduc-
tivity of the pore fluid.
  Hazardous waste sites are located  in
every conceivable geologic setting. Each
one is unique and relationships developed
for one site cannot be considered valid
elsewhere. It is essential that relation-
ships used  in interpretations be based on
data collected at the site under study. To
do this, it  is necessary to drill a char-
acterization hole at each site.
  The  characterization hole should  be
drilled with a technique that allows good
core samples to be taken. These cores
will be analyzed for lithology,  hydraulic
                                         conductivity and cation exchange capacity.
                                         This information will be combined with
                                         the well logs of the hole to provide the
                                         necessary site  specific  relationships for
                                         interpretation of the other wells from
                                         which cores  are not available. Although
                                         the characterization well does not provide
                                         an absolute  calibration of  the logging
                                         tools, it permits the tool response to be
                                         related to the local conditions.
                                           The interpretation strategy  combines
                                         geophysical  information from  the well
                                         logs and  geologic information from the
                                         characterization well to answer the hy-
                                         drologic questions of interest.  Figure 1
                                         shows a block diagram of the strategy.
                                           This  strategy assumes that the  site
                                         specific relationships obtained from the
                                         calibration well hold throughout the site.
                                         Although different relationships could be
                                         developed for different  formations it  is
                                         assumed that these relationships are valid
                                         throughout the formation for which they
                                         were developed.  In unusual cases,  it is
                                         possible that the  presence  of the con-
                                         taminant could alter these relationships
                                         and invalidate the interpretation. Because
                                         these  relationships are based  on fairly
                                         simple physical and chemical principles,
                                         a  review of the literature, along with an
                                         understanding  of the  mechanisms  in-
                                         volved, may  make it possible to identify
                                         conditions where the contaminant might
                                         be altering the  relationships used in the
                                         interpretation.
                                        Use of a Borehole Thermal Flow
                                        Meter For Determination of
                                        Ground-Water Velocity and
                                        Hydraulic Conductivity
                                          The  traditional  way of determining
                                        ground-water  velocity  is to calculate it
                                        using Darcy's  Law and regional or local
                                        piezometric  head gradient information.
                       This  is an  indirect  measurement, and
                       does not take into account velocity varia-
                       tions in the vertical  dimension. A more
                       desirable method to obtain velocity in-
                       formation in principle would be to directly
                       measure  it  in a  borehole. One way of
                       doing this  is with  a  thermal ground-
                       water flow meter.*
                         The probe itself consists of a central
                       heat  source surrounded by five pairs of
                       thermistors. The basic principle of opera-
                       tion is that the central heat source gen-
                       erates a pulse of heat energy. This pulse
                       diffuses  radially from the center of  the
                       probe by heat diffusion and is advected
                       by the ambient groundwater. The direc-
                       tion and relative magnitude of the advec-
                       tive  ground-water  velocity can  be
                       determined by measuring the temperature
                       difference between opposite pairs  of
                       thermistors (see Figure 2).
                         The flow meter is  4.4-cm in diameter
                       and can  be  used  with a simple end cap
                       packed with glass beads in a 5-cm well.
                       The glass beads are packed around  the
                       thermistors  and heat source in order to
                       minimize heat convection and  to ensure
                       a continuous porous medium from  the
                       aquifer into the borehole for  more  ac-
                       curate velocity measurements. A diagram
                       of the 5-cm end cap  and  flow meter
                       probe is shown in Figure 3.
                         This particular model of the flow meter
                       is designed to be used primarily with 5-
                       cm well  casing,  but the  manufacturer
                       provides  two different packer configura-
                       tions  to allow the flow meter to be used
                       in 10-cm well casings. These two packers
                       are shown  in Figure 4. The  first is a
                       pneumatic packer, consisting of inflatable
                       tubes above and below the thermistor
                       * It would be more appropriate to call the instrument
                        a ground-water velocity meter, but the term flow
                        meter is in widespread use, so we use the same
                        terminology

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Matrix
Density
\
Porosity L» Site Specific _^
vs. Porosity Relationship


Site Specific — J Lithology \
Litnology
Cross Plot
Site Specific Cation
vs. CEC Relationship Capacity
. L . ..
k 1 Conductivity Model
j (Waxman/Smits)
Selection of
i Perforated Zone
T 	
Ground- Water
* velocity
(Flow Meter)
Regional
Gradient
1
Hydraulic 1 ^1 Parry'? 1 ».
Conductivity \ \ Law \
	 	 1 i_ _ r
Site Specific i Effective '
Total vs. Effective ~*]_ Porosity j
Porosity Relation

1 ^ Pore Fluid I
j Conductivity |
i
1
1
j
t

Ground- Water
Velocity


Indication of
Anisotropy
                     ~~~~~~  Desired Information

                     '	Empirical Relation
                             From Literature
                    Site Specific Data

                    Hydrologic Judgment
            Field Data
Figure  1.     Interpretation strategy.
   No Flow Condition
                   Flow Condition

                       Direct/on
                                    /max



                                 Thermistors


                                 Heat Source
Figure 2.    Operating principle of the Boreho/d Thermal Flow Meter (from KV-Associates).
array. A nylon mesh sock  is installed
between the tubes which contains the
glass beads and  thermistor array. This
sock expands outward to grip the inner
sides of the well casing when the tubes
are inflated, in theory providing a con-
tinuous porous medium in the borehole,
similar to the 5-cm end cap arrangement.
  The second packer shown in Figure 4
is somewhat simpler in design than the
pneumatic packer. It is referred to as the
"fuzzy packer," and consists of a simple
cylinder with an outside diameter equal
to the inside diameter (or slightly less) ol
a 10-cm well casing. The fuzzy packer is
filled with glass beads and the probe is
screwed  into it by means of an adapter.
The fuzzy packer must fit into the well
casing very tightly in order to achieve the
continuous porous medium arrangement
of the 5-cm end cap and the pneumatic
packer.
  In practice, the probe is lowered down
the borehole to the level  at which the
ground-water velocity is to be  measured
opposite  a screened or slotted section.
The  submerged probe  creates a short
duration  point  source of  heat. After a
period of time, the relative thermal dif-
ferences between each of the five pairs
of thermistors are displayed using a rotary
switch which selects the pairs to be read.
                                    4

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          o
           D
        Probe
                        Pour in Sand
Figure 3.
                     End Cap
Diagram of the 5-cm end cap
and probe
The information is then used to calculate
the ground-water speed and direction.
  Laboratory attempts to calibrate  the
instrument for  velocity,  including a
specially designed sandbox, were not en-
tirely successful. The  data generated
clearly indicated that the flow meter using
the fuzzy packer is inaccurate for velocity
as well as direction and should not be
used.
  Because of  poor  calibration compari-
sons in the laboratory experiments, study
was initiated to develop a way to directly
measure velocity magnitude. Equations
were developed that express aquifer fluid
velocity as a function of the fluid velocity
in the borehole packer,  hydraulic con-
ductivity and  porosity of the borehole
packer and the hydraulic conductivity of
the aquifer. With some modification to
the thermal flow meter, it is theoretically
possible to directly measure these  pa-
rameters. Therefore,  the aquifer fluid
velocity can be directly calculated, thus
eliminating the need for the questionable
calibration procedure. Although  these
equations are  theoretically correct, they
are untested. Considerable experimental
work will be necessary to determine how
                                                       Pneumatic Packer

                                                                   Tube to Air Pump
        Exterior
        Elastic
        Bag
                                                  Expansion
                                                  Bladder
                                      Stiffening
                                      Ribs
                                                                   \
                                                                   \
                                                                                       "Fuzzy" Packer
                                                             Thermal
                                                             Flow
                                                             Meter
                                                            Interior Fine Mesh
                                                            Bag Filled with
                                                            Glass Beads

                                                          — 4" Well Screen
                                                                                                     — Wire Mesh Screen
                                                               Fuzzy Material
                                                               (Similar to that
                                                               on a Paint Roller)
                                          Inflation Unit

                                         Figure 4.    Diagram of the packers for the 10-cm borehole.
well they work with the thermal flow
meter.
  The most  significant result of the
theoretical work is  that the  hydraulic
conductivity of the aquifer can be cal-
culated with the thermal flow meter. This
method requires two measurements to
be taken with the  flow meter, with two
different packers of different  hydraulic
conductivity.  These two  measurements
provide two equations and two unknowns,
the aquifer hydraulic conductivity and the
aquifer specific discharge. If the aquifer
porosity is known  from other borehole
logs, then the aquifer fluid velocity can be
calculated as  a function of aquifer depth.

Conclusions
  Severe limitations exist for using tradi-
tional  borehole interpretation  methods
and tools. These methods and tools have
been developed for  petroleum industry
applications.  In the petroleum  industry,
the boreholes typically are deep, uncased,
with a large diameter. Several tools are
attached to one sonde, which may be 5-m
long. The formations to be evaluated are
primarily lithified sequences of sandstone,
shale  and limestone. For  the typical
hazardous waste site, the boreholes are
shallow, cased and small diameter. The
tools must be  capable  of  fitting down
5-cm boreholes and be attached to short
sondes to allow complete borehole pene-
tration. The formations in and around
hazardous waste sites are  typically un-
consolidated, heterogeneous alluvial
material.
  An interpretation strategy is proposed
which  has, as  input, gamma density,
natural gamma, induction, televiewer and
horizontal  borehole flow  meter.  Using
these tools together  with selected site
specific input, the following hydrogeologic
parameters can be determined as a func-
tion of depth: effective porosity, hydraulic
conductivity tensor, ground-water velo-
city, and pore fluid conductivity.
  Laboratory  testing of  the  thermal
ground-water flow  meter shows that
directional accuracy is  acceptable in a
5-cm borehole for ground-water velocities
greater than 0.5 m/d. Experimental  re-
sults show that laboratory calibration of
instrument readout  to ground-water
velocity is highly questionable. However,
theoretical work demonstrates that  the
laboratory calibration  may not be neces-
sary. Theory is  developed that allows
direct calculation of both  ground-water
specific discharge  and aquifer hydraulic
conductivity. The instrument will require
modification for  this procedure, but  the
method shows great promise.

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      S. W. Wheatcraft, K. C.  Taylor. J.  W.  Hess, and T.  M.  Morris are with the
       Desert Research Institute, University of Nevada System. Reno, NV 89506.
      Leslie G. McMillion is the EPA Project Officer (see below).
      The complete report, entitled "Borehole Sensing Methods for Ground-Water
       Investigations at Hazardous Waste Sites, "(Order No. PB87-132 783/AS; Cost:
       $13.95, subject to change) will be available only from:
             National Technical Information Service
             5285 Port Royal Road
             Springfield, VA 22161
             Telephone: 703-487-4650
      The EPA Project Officer can be contacted at:
             Environmental Monitoring Systems Laboratory
             U.S. Environmental Protection Agency
             Las Vegas, NV 89114
United States
Environmental Protection
Agency
Center for Environmental Research
Information
Cincinnati OH 45268
Official Business
Penalty for Private Use $300

EPA/600/S2-86/111
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