United States
                    Environmental Protection
                    Agency
Environmental Monitoring
Systems Laboratory
Research Triangle Park NC 27711
                    Research and Development
EPA/600/S4-86/042 March 1987
v>EPA         Project Summary
                    Investigation  of  Source  Emission
                    PM10  Particulate  Matter  Field
                    Studies of Candidate  Methods
                    William E. Farthing, Ashley D. Williamson, Sherry S. Dawes,
                    Randal S. Martin, and James W. Ragland
                      The full report describes the  field
                    evaluation of two candidate methods
                    for source PM-10 measurement. The
                    two techniques are a new sampling
                    train design using emission gas recycle
                    (EGR) and a Simulated Method 5 (SIM-
                    SI approach using existing hardware
                    with a specific traversing protocol. Four
                    field tests were performed. At each test
                    site, the EGR and SIM-5 measurements
                    were  compared with reference mea-
                    surements of PM10  and/or total par-
                    ticulate mass measurements. At two
                    sites, the  EGR and  SIM-5 measure-
                    ments were run simultaneously and
                    compared to each other. The test results
                    are presented, and  the  conclusions
                    derived from these results are discussed.
                    Also, recommendations are made for
                    procedural and hardware refinements
                    of each method.
                      Tn/s Pro/ecf Summary was developed
                    by EPA's  Environmental Monitoring
                    Systems Laboratory, Research Triangle
                    Park, NC, to announce key findings of
                    the research project that Is fully docu-
                    mented In a separate report of the same
                    title (see Project Report ordering In-
                    formation at back).

                     Introduction
                      A size-specific PM,0 ambient-air par-
                    ticulate standard has been proposed and
                    promulgation is expected. The introduc-
                    tion of size into the definition of sus-
                    pended paniculate matter in the ambient
                    air suggests the need for measurement
                    of size-specific emissions from stationary
                    sources. Technology related to such mea-
                    surements has been developed in con-
                    nection with evaluation of control devices
on process streams. Inertia! impactors
and cyclones can separate or classify
aerosol particles in situ but are more
complex to operate than total paniculate
mass trains. Furthermore, operation of
these  devices for typical engineering
evaluations does not require the docu-
mented accuracy and reproducibility
desired for established  sampling
methodology.
  The technical difficulties in size-specific
(i.e., PM,0)  paniculate sampling are
greater than, but similar to, those of total
paniculate sampling by EPA Reference
Methods 5  or 17. Potential  sampling
biases exist due to variations in the spatial
distribution of paniculate concentrations
across the sampling plane defined by the
duct cross-section. Likewise, temporal
variations in paniculate concentrations
due to process variations can cause in-
accurate or unrepresentative emissions
measurements. EPA Reference Methods
for paniculate sampling (Methods 5 and
17) deal with these problems by specifi-
cations on  the  sampling  location to
minimize stratification (Method 1) and by
spatial and temporal averaging using a
traversing  protocol  which collects a
weighted average of the paniculate emis-
sions at an array of points spanning the
sample plane. Method 5 specifications
also require at  least 3 separate mea-
surements,  allowing further temporal
averaging. A second potential  error in
paniculate measurements is duct/nozzle
sampling bias. Unless the gas velocity
entering the sampling nozzle equals the
local duct velocity, paniculate matter will
be selectively depleted or enriched in the
sample gas stream due to inertial separa-

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tion  at  the  nozzle  entrance. For total
paniculate sampling, this  bias may be
restricted by specifying isokinetic sam-
pling (within a  10% tolerance) at each
point. This tolerance is easily attained in
sampling that is not size specific by vary-
ing the sample flowrate so that nozzle is
within 10% of stream velocity.

  These potential  problems are  made
more severe in PM10 sampling by the fact
that inertia! size segregation must be
performed. Any  inaccuracies in the in-
ertial cutoff diameter, which is determined
by sample flowrate,  will lead to errors in
the PM,0 measurement by  misclassifica-
tion of paniculate matter in the size range
near 10 jum. Inertial sizing devices (im-
pactors and cyclones) are available which
have a sufficiently sharp collection effici-
ency cut at 10/um, but only for specified
flowrates which are dependent on gas
temperature and composition. Without a
sampling nozzle of continuously variable
cross-sectional  area, this fixed flowrate
requirement makes isokinetic sampling
in the manner of Method  5 impossible.
Since an isokinetic sampling bias can be
significant for particles near 10/im. this
effect cannot be ignored.
  Previous  work on  this problem  at
Southern Research  Institute has led to
the development of two potential sampling
methods —  the Emission  Gas  Recycle
(EGR) sampling train, and the Simulated
Method 5 (SIM-5)  traversing protocol.
The Emission Gas Recycle (EGR) Train in
principle  eliminates  the  problem  of
anisokinetic sampling  bias by simulta-
neously allowing isokinetic sampling by
the nozzle and fixed flow operation at the
inertia! sizing device(s). The train design
allows the isokinetic flow of gas  into the
sampling nozzle  to be augmented by an
adjustable amount  of filtered, recycled
stack gas upstream  of the  inertia! sizing
device.
  The  SIM-5 protocol  is  an alternate
candidate PM10 method in which existing
sampling equipment (cyclones or cascade
impactors  without  special  gas  recycle
adaptations) are used. The objective of
the protocol is  to  reduce  anisokinetic
sampling errors to the approximate range
expected from spatial and temporal varia-
tion of emissions. Anisokinetic sampling
bias is kept in this range by synthesizing
a full duct traverse from partial traverses
at constant  sample  flowrate. Points for
each partial traverse are  selected that
have duct velocities  in the range to keep
anisokinetic sampling errors for  10 /im
particles below ±20% at each point.
Procedure

Emission Gas Recycle
(EGR) Train
  A block diagram of the prototype field
EGR train is shown in Figure 1. Stack gas
is isokinetically  extracted through the
sample portion of the EGR mixing nozzle
into the inertia! sizing component of the
sample train. After passing  the inertia!
sizing  device and  instack sample filter,
the sample gas passes through the probe
and condenser or impinger train and into
the EGR flow control module. As in con-
ventional Method 5 control modules, the
gas flowrate entering the control module
is controlled by coarse and fine control
values (V, and V2, respectively)  at the
entrance of the sealed pump. At the exit
of the pump and absolute filter, the total
flow is measured  using a laminar flow
element (LFE). The gas stream is  then
split into  the recycle and sample  flow
lines. The sample  flow is monitored  in
the normal manner using a dry gas meter
and a calibrated  orifice. The  recycle gas
flowrate  is measured  using a second
LFE. The  partitioning between sample
and recycle gas  is controlled by a valve
(V3) located downstream of the LFE. Valve
V4 was added to the system to extend the
range  of control to higher recycle per-
centages by adding back pressure to the
sample flow line.
  The  recycle gas line, along  with the
sample and pitot lines,  passes through
the heated probe in which the recirculated
gas is reheated to the duct temperature.
Power to  the heater is regulated  by a
proportional temperature controller using
a thermocouple reference sensor located
in the gas stream downstream  of the
heater.
  In the course of this field measurement
program, size specific  paniculate mea-
surements were  made with two types of
inertia! sizing devices.  Direct PM10 size
fractionation was  performed using the
first cyclone of the SoRI/EPA Five Stage
Series Cyclone  sampling  train.  This
cyclone was used for all EGR  testing and
much of the SIM-5 testing. The remainder
of the SIM-5 testing and other reference
size distribution  measurements  were
performed using University of Washington
Mark V Cascade Impactors.

EGR Test 1
  The first field test of the (EGR) system
at a stationary source took place at one of
two twin 56 MW coal-fired boilers at a
utility generating station. The test plan
consisted of two subtests. Subtest A in-
volved the comparison of traverses per-
formed with the EGR train and a standard
Method 17 train.  To eliminate spatial
bias, a two-probe setup was configured.
One probe was configured with a cyclone
set using an EGR nozzle. Colocated with
the cyclone set was a Method 17 probe
with a 47mm filter. Three traverse points
were  selected which  represented  the
maximum point-to-point velocity change
accessible to the EGR probe through one
of three six-inch ports. The recycle rate
was adjusted to achieve isokinetic sam-
pling at each point while maintaining the
chosen constant flowrate through  the
cyclone set. The flowrate through  the
colocated 47mm filter was adjusted ai
each point to sample isokinetically. Tota
paniculate  mass concentrations mea
sured by the two trains were compared
In Subtest B, the EGR-Method 17 hard
ware  previously described was usec
without modification. A third probe with
a cyclone using a non-recycle nozzle was
used  for a "near-colocated" reference
Sampling for this subtest took place at i
single point.  The  nozzle for the non
recycle cyclone was chosen to provide t
10jum cut at the isokinetic sample flow
rate. The EGR cyclone was fitted with •<
smaller nozzle. The recycle rate was ther
adjusted to provide the flowrate  require*
through the cyclone for a 10/im size cu
as well. The gas flowrate in the Methoi
17 sampler was adjusted in the usua
fashion to maintain isokinetic conditions
Total  mass concentrations measured b
all three trains  and PM-10 concentration
obtained from the two cyclone trains wen
compared.

SIM-5 Test 1
  The first field test of the SIM-5 samplin
protocol took place at the same 56 MV
coal-fired boiler used for the EGR shake
down. The test plan consisted  of thre
subtests. In all subtests the SIM-5 sizin
devices were  modified  University  c
Washington Mark V cascade impacton
In Subtest  A,  three probes were usec
Both a Method 17 and a SIM-5 impactc
were  used  in a twelve point traverse c
the duct area using the SIM-5 samplin
protocol. The impactor was operated at
constant flowrate   while  the  flowrat
through the Method 17 was changed s
as to be isokinetic at each of the  travers
points. A simultaneous 50 point travers
of the duct was made with the thir
probe operated according to EPA Refe
ence  Method  17. The total particulal
mass  determined by  each device w£
compared. For Subtest B, three  identic

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                                       EGR Probe Assembly
  Recycle
  Line
             Sample
             Inlet
                                                  V3

                                                 Recycle Flow LFE
                                                              !	!
                                            Sealed Pump
                                                                                              Sample Orifice
                                                                                                             • Exhaust
                                                                                   Dry Gas Meter
 Figure 1.    Schematic of the emission gas recycle train.
 impactors sampled simultaneously at the
 same point. To quantify the magnitude of
 error in PM,0 determinations resulting
 from anisokinetic  sampling error, one
 impactor sampled isokinetically while the
 remaining two operated at the upper and
 lower limits of acceptability according to
 the SIM-5  protocol. The PM-10 masses
 obtained from each were then compared.
 For Subtest C, three points in the sample
 plane were chosen with widely differing
 velocities.  Identical impactors were op-
 erated simultaneously, one at each point
 while another identical sampler traversed
 the  same  points in one sampling run
 according to the SIM-5 traversing proce-
 dure. The single point impactors sampled
 isokinetically. Again, the PM10  masses
 obtained  by each  impactor  were
 compared.

EGR/SIM-5 Test 2
  The  major  purpose of the third field
test was to provide a direct comparison of
the SIM-5 and EGR techniques. Indepen-
dent reference measurements were ob-
tained  with single  point  isokinetic
impactors. The site, a 500 MW coal-fired
power  plant,  was selected to access a
 duct with velocities near 60 ft/sec, with
 substantial velocity spread, and with an
 aerosol mass median diameter in the 7 to
 14/im range.
  The test consisted of three subtests.
 For Subtest  A,  a simultaneous three-
 point traverse of the duct was performed
 with both the SIM-5 and EGR samplers.
 Both  of these  PM-10 sampling trains
 used  Cyclones I and IV of the SoRI/EPA
 five stage cyclone set followed by  a 47
 mm filter. For Subtest B, three University
 of Washington  Mark V impactors were
 run simultaneously as near in time as
 practical to each set of Subtest A.  Each
 impactor was operated isokinetically at
 one of the three traverse points used for
 Subtest A. Subtest C consisted of a single
 twelve point traverse of the  duct  with
 both the EGR and the  SIM-5 samplers.
The main purpose of this subtest was to
 determine the problems associated  with
a nozzle change during the SIM-5 run.

EGR/SIM-5 Test 3
  The site for the fourth and final test
was a 221 MW pulverized coal-fired utility
boiler. The test  plan  was  designed to
evaluate the EGR and SIM-5 protocols in
 high and low particulate mass concentra-
 tions.  In the  high  concentration tests
 each of the dual inlets  of the control
 device was sampled. Sampling was also
 done at the outlet of the exhaust stack.
  This test  consisted of five  subtests.
 Subtest A involved a simultaneous twelve
 point traverse  of the duct with the EGR
 and SIM-5  samplers. Subtest B deter-
 mined reference size distributions using
 University of Washington Mark V impac-
 tors. The cascade impactors  were op-
 erated over the same twelve point traverse
 used for Subtest A. The traverse was
 subdivided  into four subtraverses, each
 subtraverse corresponding to a different
 sample  port.  Each  subtraverse  was
 sampled with a different impactor, using
 SIM-5 protocol with the flowrate fixed so
 that the nozzle velocity equaled the mean
 measured velocity for the three points.
 Subtest C consisted of Method 17 mass
 train samples at the inlet to both units of
 the control  device. Subtest D involved
simultaneous impactor traverses in the
 exhaust stack at the outlet of the control
device. For Subtest E, Method  17 mass
train samples were  taken at the outlet
sampling site.

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Results and Discussion
  As described previously, the EGR and
SIM-5  techniques were  tested at four
sampling  locations at  three  coal fired
utility boilers. The sites were selected to
provide a range of particulate concentra-
tions (15-4000 mg/dnm3) and duct veloc-
ities (15-100 ft/sec), significant fractions
of particulate larger than 10 micrometers
aerodynamic  diameter (50-80%), and
substantial velocity  non-uniformity.  At
each site the EGR and SIM-5  measure-
ments  were  compared with  reference
measurements  of  PM10 and/or total
particulate concentrations, and  at two
sites the EGR and SIM-5 measurements
were run simultaneously and compared
to each other. Table 1 contains a summary
of these comparisons for the field tests in
the full report.
  Several conclusions may be drawn from
the field data  in Table 1. First,, in every
case, the average concentrations mea-
sured using different techniques agreed
within the  combined  95% confidence
intervals. Since these intervals for some
tests reflect a  substantial degree of vari-
ation presumably due to source fluctua-
tions, a more meaningful comparison can
be drawn from paired-run analysis of the
simultaneous measurements indicated in
Table 1. Since source fluctuations cancel
to first order in the comparisons, the
confidence intervals are smaller and some
observed differences are  found to  be
statistically significant. Thus, for example,
the  EGR concentrations for  both total
mass  and PM10 are significantly lower
than the SIM-5 concentrations at Site 2.
Likewise, the EGR concentrations are
higher than the SIM-5 values at Site 3.
Such differences, even when significant
at  the 95% confidence level, are not
consistent in  direction from site to site,
and are typically on the order of 10%.
These differences  may only  reflect dif-
ferences in  operating conditions. We
conclude that PM10 measurements using
each technique can be expected to com-
pare well with the other and with those
 using  other reference techniques. Like-
wise,  EGR measurements of total mass
concentration may be expected to com-
pare well with Method 17 measurements
were particulate catches are sufficient to
 allow good  recovery from  the EGR
 sampler. Although SIM-5 was not  de-
 signed for total particulate mass concen-
 trations, in the present test series SIM-5
 total mass measurements fell within 15%
 of  values from  the EGR and other iso-
 kinetic samplers.
Table 1.
Percentage Differences and Confidence Intervals in Particulate Concentrations
Measured During Test Series"
                                        Number of
                                        Replications
                                              PMn
                 Total
             Concentration
EGR Initial Test — Site 1
  EGR Cyclone — Isokinetic Cycloneb

  EGR —Method 17"

SIM-5 Initial Test — Site 1
                                  4

                                  8
-8.3±27%
 9.O±29%

-11.5±8.3%
SIM-5 — Method 17±
SIM-5 — Isokinetic Impactor^
EGR/ SIM-5 Comparison Test — Site 2
EGR Cyclone - SIM-5 Cyclone*
EGR — Isokinetic Impactors
SIM-5 — Isokinetic Impactors
EGR/ SIM-5 Comparison Test — Site 3
EGR-SIM-5*
EGR — Impactor
SIM-5 — Impactor

SIM-5 Impactor — Method 1 7
3
4
5
5-6°
7-6f
Inlet
6
6-5=
6-5=
Outlet
6-7

-1.8±22%
-15.5±6.5%
-11±31%
3.8±25%

11 ±9.8%
27±16%
16±16%


-16±32%
-14.0±65%
-9.2±8.5%
1.3±38%
14±31%

1.7±21%
-9.8±16%
-11±14%

-7.4±23%
" All differences and confidence intervals expressed as percentages of the mean value. Confidence
 intervals represent 95% significance level.
* These comparisons were analyzed as pairs since the measurements were simultaneous.
c Where two numbers of replications are given, the first number corresponds to the first listed
 device and the second to the second device.
 Recommendations
  We have several recommendations for
 further study.  First, we feel  that both
 techniques are sufficiently advanced that
 they should be documented in detail for
 potential  use  as sampling methods if
 source PM10  regulations are  issued.
 Second, they should be subjected to more
 extensive validation  and  collaborative
 testing than was possible during this
 project in order to further define precision,
 reproducibility, comparability with other
 measurements, and possible sources of
 interference of bias using each technique.
 It is  also recommended  that  further
 development of both techniques continue
 to refine procedural details and investigate
 hardware improvements. These include
 development of an EGR impactor train,
 further characterization of impactor pre-
 cutters and  the existing PM10  Cyclone
 (SoRI-l), investigation of  an alternate
 geometry Cyclone I, and investigation of
 the optimum use of  S-type pitot tubes
 with instack PM10 samplers.

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     William E. Farthing, Ashley D. Williamson. Sherry S. Dawes. Randal S. Martin,
       and James W. Raglandare with the Southern Research Institute, Birmingham,
       AL 35255-5305.
     Alice C. Gagnon is the EPA Project Officer (see below).
     The complete report, entitled "Investigation of Source Emission PM^P articulate
       Matter Field Studies of Candidate Methods," (Order No. PB 87-132 841 /
       AS; Cost: $18.95, 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
            Research  Triangle Park, NC 27711
United States                        Center for Environmental Research
Environmental Protection               Information
Agency                             Cincinnati OH 45268
Official Business
Penalty for Private Use $300
EPA/600/S4-86/042
                 0000329   PS

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