United States
                    Environmental Protection
                    Agency	
Environmental Monitoring
Systems Laboratory
Las Vegas. NV 89193-3478
                    Research and Development
EPA/600/S4-91/029  June 1992
w EPA       Project  Summary
                    Guide to  Site  and  Soil
                    Description for  Hazardous
                    Waste Site Characterization  -
                    Volume  1:  Metals
                    Roy Cameron
                      This guide will assist field personnel
                    who must Identify, describe, and Inter-
                    pret site and soil characteristics of haz-
                    ardous waste sites where metals con-
                    tamination Is suspected or known. The
                    approach presented,  Including the
                    knowledge frames of an expert system,
                    will be unfamiliar to most site Investi-
                    gators. The guide is directed to regional
                    project managers, on-scene coordina-
                    tors, and others who may need to ap-
                    ply the basic principles of soil science
                    to a waste she environment but may
                    not have a thorough knowledge of ba-
                    sic information and protocols for de-
                    scribing  and  characterizing  contami-
                    nated soils, particularly those contami-
                    nated with metal species.
                      SKe and soil characterization data are
                    important components In  developing
                    the sampling  plan for  both field and
                    laboratory, preparing for field recon-
                    naissance, and conducting sampling
                    and analysis activities.  Consequently,
                    it is Important to consider and consoli-
                    date data from all available sources in
                    developing site and soil descriptions.
                    It is also Important to design the site
                    and soil characterization process  to
                    complement the intended  use of the
                    data (e.g., site characterization, health
                    and safety, risk assessment, evalua-
                    tion of remedial alternatives, and moni-
                    toring during remedial action). Section
                    2 of this guide provides a general dis-
                    cussion of the elements of a back-
                    ground review and an on-slte examina-
                    tion of site and soil characteristics es-
                    sential to  meeting the needs of these
                    different data  uses. This general dis-
                    cussion is followed by  a catalogue of
Individual site (Section 3) and soil (Sec-
tion 4) characteristics (e.g., climate and
weather, texture and structure, hydrau-
lic conductivity, slope, soil microorgan-
isms) that should be investigated dur-
ing site characterization. For each en-
try, the guide describes possible con-
ditions of the characteristic (e.g., high,
moderate, or low; prominent, distinct,
or faint)  and methods  for assigning
these conditions. References that pro-
vide more detailed Information are given
for each characteristic.  Extensive defi-
nitions describing contaminated sites
and soils are provided.
  Supplemental information with site
characterization data, a soil descrip-
tion form, and a summary of methods
useful for determining site and soil pa-
rameters  accompanies Volume 1 and
Is available In "A Field Pocket Guide."1
  This Project Summary was developed
by EPA's Environmental Monitoring
Systems 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
  A field guide (knowledge book) has been
developed to identify, describe, and inter-
pret site and soil  characteristics of haz-
ardous waste sites.  It particularly ad-
'Boulding, J. R. Description and Sampling of Contami-
 nated Soils: A Field Pocket Guide, EPA/625/12-91/
 002.ORD Publications, USEPA/CERI.Cindnnati, OH,
 1991.
                                                                    Printed on Recycled Paper

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dresses  U.S.  Environmental  Protection
Agency (EPA) needs for standard proce-
dures, guidelines, or protocols that stress
site and soil metal contamination.  Thirty-
five "knowledge frames" are provided for
the most commonly encountered site and
soil characteristics.  Each frame contains
specific guidance for describing a param-
eter. The format of the knowledge  frames
is compatible with the Environmental Sam-
pling Expert System (ESES) software that
is being developed at EPA's Environmen-
tal Monitoring Systems Laboratory in Las
Vegas.  Presenting  knowledge in a stan-
dard format allows the information to be
readily reviewed  and facilitates preparing
expert systems.  The field guide  is also
designed for use with  an accompanying
field pocket guide, which provides meth-
ods for site and soil description and analy-
sis.
  Site characteristics are those related to its
geographical, hydrogeofogical, macrobiotic,
and climatic conditions.  Soil characteristics
are soil properties that can be described or
measured by field or laboratory observations,
e.g., color, temperature, water content, struc-
ture, pH, and cation exchange capacity.
  Various sections  of Volume 1 include
the following:
   1)  General  considerations for collect-
      ing and using site and soil charac-
      terization data.
   2)  Detailed knowledge frames of de-
      scriptive profiles for site and  soil
      characteristics and conditions most
      likely to be encountered in the field.
   3)  A citation of references.
   4)  A glossary of general definitions for
      site and soil characterization terms.
   5)  Supplemental   information  on
      sources of site characterization data,
      a soil description form, and a sum-
      mary of methods useful for determi-
      ning  site and soil parameters for
      use with "A Field Pocket Guide."

  Users of the field guide should be aware
that the  knowledge frames are also the
basis for the site  and soil  components of
ESES. The knowledge frame format is
designed primarily  for  use  with  ESES.
Because users of the field guide are likely
to be eventual users of ESES, the knowl-
edge frame format  is maintained to en-
hance consistency.

Approach
  Thirty-five site and  soil knowledge
frames  have been developed  for use in
the field to characterize hazardous waste
sites, identify and describe metal-contami-
nated soils, and accompany the methods
detailed in the field pocket guide. The 35
knowledge  frames are not meant  to be
all-inclusive. Volume 1 is an evolving docu-
ment, and it will be expanded and  modi-
fied based  upon recommendations of us-
ers.
  The knowledge frames are presented in
ESES format  to maintain continuity be-
tween ESES documentation and deriva-
tives such as the field pocket guide. While
the content and terminology of the frames
may be familiar to some trained and expe-
rienced personnel,  some modifications or
simplifications  have been made to accom-
modate  untrained or inexperienced per-
sonnel. Each knowledge frame requires a
value judgment based  upon the observ-
able or  measurable  information or data
obtained  for the particular site or  soils
under investigation.  This  formatted ap-
proach may be unfamiliar to the user, but
it will  aid the investigator in describing the
particular site or soils.
  Each knowledge frame consists of the
following information:
  • An  OBJECT/ATTRIBUTE that  indi-
    cates  the particular  characteristic,
    property, or parameter to be identi-
    fied or described (e.g., clay  minerals,
    slope, pH).
  • A DEFINITION of the overall charac-
    teristic.
  • A list of VALUES for the characteris-
    tic, that is, the conditions that may be
    assigned  (e.g., high, moderate, low;
    prominent, distinct, faint).
  • CATEGORY and PROPERTIES as-
    signments that are necessary to the
    operation of ESES  but are not of con-
    cern in the field.  (Site Background is
    designated for all categories.)
  • REFERENCES, keyed to  a  refer-
    ences-cited section at the end of the
    document.
  The following site knowledge frames are
presented in the field guide:
  Nature of Heavy Metal Soil Pollutants
  Climate and Weather
  Slope
  Surface Erosion and  Erodibility
  Surface Pollution Situations
  Surface Runoff
  Vegetation
  Wind Speed and Direction
  An  example of a site knowledge frame
is presented in Figure  1 (a, b, and  c) in
complete format for the Object/Attribute of
Site/Surface Pollution Situations. The val-
ues are divided spatially into large  areas
and localized  areas in accordance with
the definitions. Conditions further  detail
the specified areas, the affected environ-
ment, and  some possible  effects of con-
tamination  as determined over time ar
on various soil properties.  Reference
also made to particular sampling requin
ments as based upon the particular poll
tion situation.
  Soil knowledge frames follow the sarr
format as site knowledge frames. As inc
cated in some frames,  the soil feature
can be directly obtained in  the field, e.g
a description of the horizons of the sc
profile, or soil odors.  However, for oth<
soil characteristics, more detailed  info
mation/data is  needed,  and while som
parameters may be obtained in the fiel
or laboratory (e.g.,  soil  moisture),  other
(e.g., cation exchange capacity and bul
density) require that a sample be taken i
the field and returned to the laboratory fc
analysis. Knowledge frames for samplini
purposes, including sampling technique:
methods  and  apparatus,  are includei
separately in ESES. Additionally, for a pai
ticular knowledge  frame,  methods am
measurements are given or referred to it
the field pocket guide.
  The soil  knowledge frames,  as well at
the site  knowledge frames,  are not  mean
to be inclusive and  will be expanded anc
modified as needed. The list of soil  know!
edge frames presently included in the fielc
guide follows:
  Bulk Density
  Cation Exchange Capacity (CEC)
  Clay Minerals
  Color
  Compaction
  Consistency
  Corrosivity
  Electrical Conductivity
  Fertility Potential
  Horizons
  Hydraulic Conductivity
    - Saturated
    - Unsaturated
  Infiltration and Penetration
  Mesofauna and Macrofauna
  Microbiota
  Moisture (Water)  Conditions
  Odor
  Organic Matter and Litter
  Porosity
  Reaction (pH)
  Redox Potential (Eh)
  Roots
  Structure Grades
  Surface Features
  Temperature
  Temperature Regimes
  Texture Classes
  An example of a soil  knowledge frame
is shown  in Figure 2 (a,  b, c, and d).
Values  are divided into  high,  moderate,
and low. Soil conditions are  given that
determine  or  promote the corrosivity of

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 OBJECT/ATTRIBUTE:  SITE/SURFACE POLLUTION SITUATIONS

 DERNITION:  Contamination of the soil with various harmful compounds and materials primarily introduced by human activities.
 VALUES:
LARGE AREAS
LOCALIZED AREAS
 CATEGORY:  SITE BACKGROUND

 PROPERTIES:   INPUT FACT

 REFERENCES:  DeHaan and Bolt, 1979
                 Mason, 1983b, Appendix 3, pp. 9-12
Figure 1a. Example of sits knowledge frame.
 VALUE:       Large Areas

 DEFINITION:  The pollutant covers a wide area, primarily on the surface.

 CONDITIONS: The pollutant usually covers an area large enough to encompass a variety of parent materials, a number
               of soil types" with varying soil properties, various topographic features, slopes, aspects, and kinds and
               distribution of vegetation and fauna. The major pollutant source may have been present for a short time,
               with appropriate survey studies made by ambient monitoring. The effects and extent of pollution may be
               ameliorated over a longer period. Pollutants may have migrated into the soil as much as 30 - 60 cm. Where
               significant organic matter is present, penetration may be lessened to only a few cm. Stratified sampling
               may be desirable, with a large number of samples taken. Hand tools can usually be used to collect
               samples.
Figure 1b.
VALUE:        Localized Areas

DERNITION:   Areas usually polluted near the source.

CONDITIONS:  These areas are usually affected by spills resulting from industrial or transportation accidents, fires, explosions, or
               unexpected leaks from storage containers. Polluted areas cover less area, with only a few differences in parent
               material, soil types" and properties, surface features, vegetative features. The polluted area may be more
               readily identified from the unaffected area because of noticeable differences in color, odor, and effects on other
               soil properties and site vegetation. Sampling may be more rapidly performed than for large affected areas. Grid,
               simple random sampling, and in some specialized cases, stratified sampling may be performed. Samples usually
               are collected with a core sampler and can be composited in some cases, unless organic contaminants (volatiles
               and semivolatiles) also must be considered for analytical purposes.


Figure 1c.

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 OBJECT/ATTRIBUTE:  SOIL CORROSIVITY (CORROSION POTENTIAL)

 DEFINITION:    The ability of the soil to wear away and degrade metal materials with time, usually by chemical and microbial
                 action, and as determined by soil characteristics.
 VALUES:
HIGH
MODERATE
LOW
 CATEGORY:    SITE BACKGROUND

 PROPERTIES: INPUT FACT

 REFERENCES: Bartelli, 1962
                Olson, 1987, pp. 53-55
Figure 2a. Example of soil knowledge frame.
VALUE:         High

DEFINITION:    The potential ability or status of the soil to degrade metal materials to a high degree.

CONDITIONS:   Soils with a high potential to degrade buried or partially buried metal materials are generally highly organic soils,
                peats and mucks, poorly drained, or highly alkaline mineral soils.  Corrosivity of metals in soils is promoted by
                finer-textured soils, clays, or salty coarser-textured soils, and those with a high or low pH, dark color,  low
                oxidation-reduction potential (Eh), high aeration but also high moisture, high shrink and swell potential, cracking,
                and high amount of electrolytes in solution (as determined by electrical conductivity measurements). Conditions
                that favor the growth of microorganisms also will increase corrosivity, and the bbdegradation of metal materials.
                A high corrosivity potential is important for dissolution  of metals, the increase in toxicity of a particular site, and
                availability for transport and spread of  metal ions.
Figure 2b.
VALUE:       Moderate

DEFINITION:  Soils that have a medium potential for corrosion of buried or partially buried materials.

CONDITIONS: These soils tend to  be less organic; of .medium to coarse texture; exhibit less extreme pH; are moderately
              chemically  reactive; less oxidative; exhibit  less potential for cracking, shrinking, and swelling; and exhibit less
              influence of soil moisture and proximity of the water table. Electrical conductivity values of extracts are lower than
              for highly organic or for salty, alkaline soils. (See Soil Electrical Conductivity). Chemical reactivity and microbial
              biodegradation rates are slower, but movement of  corrosive products may be greater in well-drained soils of
              medium to  coarse texture.
Figure 2c.

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 VALUE:
Low
 DEFINITION:   Corrosion potential of buried or partially buried metal materials is discernibly less evident, or almost nil, over a
                relatively long period (several years to decades).

 CONDITIONS: Loose,  coarse-textured, dry, nonsalty,  alkaline soils with low electrical  conductivity will show  low corrosion
                potential over an extended period.  Microbial corrosion and  chemical reactivity will be slow unless other soil
                conditions and foreign materials, such as wood and other organic products for energy and nutrition, are present
                and are in contact with metals. Transport of products of corrosion is reduced unless water is present and erosion
                forces are operative.  Proximity to  water table or to irrigation  can be an accelerating factor for enhancement of
                corrosion and movement of erosion  products, including corrosion of metal containers, dumped or spilled metals
                products, and leakage of liquids from corroded containers, both surface and subsurface.
 Figure 2d.
metals in  soils and therefore affect cer-
tain aspects of site contamination.

Summary and Conclusions
  Standardization of terminology has ad-
vanced with the development of Volume
1 and the accompanying Field Pocket
Guide. This standardization will facilitate
                          the development of expert systems  for
                          soil characterization and  permit  greater
                          uniformity in investigations and actions in-
                          volving hazardous waste sites. Personnel
                          involved  in hazardous waste site  investi-
                          gations who use Volume 1 and the Field
                          Pocket Guide will find a common vocabu-
                          lary that  should facilitate  communication
across a variety of disciplines and areas
of interest.  Personnel not involved in haz-
ardous waste site investigations will find
the two documents useful in soil studies
where uniformity and best available meth-
odology are important.
                                                                                'U.S. Government Printing Office: 1992—648-080/60027

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 RoyE. Cameron is with Lockheed Engineering and Sciences Company, Las Vegas, NV
   89119.
 J. Jeffrey van Ee is the EPA Project Officer (see below).
 The complete report, entitled "Guide to Site and Soil Description for Hazardous Waste
   Site Characterization - Volume 1:Metals,"(OrderNo. PB92-146 158/AS; Cost:
   $35.00, 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 89193-3478
United States
Environmental Protection
Agency
Center for Environmental Research
Information
Cincinnati, OH 45268
      BULK RATE
POSTAGE & FEES PAID
         EPA
   PERMIT NO. G-35
Official Business
Penalty for Private Use $300
EPA/600/S4-91/029

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