&EPA
              United States
              Environmental Protection
              Agency
              Environmental Criteria and
              Assessment Office
              Research Triangle Park NC 27711
EPA-600/8-82-029a
December 1982
              Research and Development
                                   FINAL
Air Quality Criteria for
Particulate Matter and
Sulfur Oxides
              Volume I

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                        EPA-600/8-82-029a

                             December 1982
  Air Quality Criteria
for Participate Matter
  and Sulfur Oxides

        Volume I
  U.S. ENVIRONMENTAL PROTECTION AGENCY
    Office of Research and Development
  Environmental Criteria and Assessment Office
     Research Triangle Park, NC 27711

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                     NOTICE

Mention of trade names or commercial products does not
consititute endorsement or recommendation for use.
                        ii

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                                    PREFACE

     This,  document is  Volume  I  of  a three-volucne  revision of  Air Quality
Criteria for  Particulate Matter  and Air Quality  Criteria for  Sulfur Oxides
first published  in 1969 and 1970, respectively.  By law, air quality criteria
documents are the basis of the National Ambient Air Quality Standards (NAAQS).
The Air  Quality Criteria  document of which  this volume  is  a  part  has been
prepared in response  to specific requirements of Section 108 of the Clean Air
Act, as amended in 1977.  The Clean Air Act requires that the Administrator of
the Environmental  Protection Agency periodically  review,  and as appropriate,
update and reissue criteria for NAAQS.
     As  the  legally  prescribed  basis  for deciding  on national  air quality
standards, this •-document,  Air  Quality  Criteria  for Parti cul ate  Matter and
Sulfur Oxides,  delineates  health and welfare effects associated with exposure
to particulate matter and sulfur oxides and concentrations of those pollutants
which cause such'effects.  The major health and welfare effects of particulate
matter and sulfur  oxides are discussed, in Chapters 8 through 14 in Volume III
of the document.  To assist the reader in putting the effects into perspective
with  the real-world environment,  Chapters 2  through 7 in  Volume II  of the
document have .been prepared and discuss:  physical and chemical properties of
particulate matter and sulfur oxides; air monitoring and  analytical  measure-
ment  methods;  sources  and emissions; transport,  transformation  and fate; and
observed ambient concentrations  of the pollutants.  Also,  Chapter 7 in Volume
II  introduces  the  reader to the contemporary problem of acidic  deposition and
potential  contributions of sulfur  oxides  to  acidic  deposition processes and
effects.
     This  volume,  Volume  I,  introduces the  criteria document,  explains the
rationale  behind  combining  the  criteria  for  particulate matter  and sulfur
oxides, and briefly summarizes the content of the entire air quality document.
However, for a fuller understanding of the health and welfare effects of par-
ticulate matter and sulfur oxides, the materials in Volumes II and III of this
document should be consulted.
     The  Agency is  pleased  to  acknowledge  the  efforts  of all  persons and
groups who have contributed to the preparation of this document.  In the last
analysis,  however, the  Environmental  Protection Agency accepts full respon-
sibility for its content.
                                    m

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                                   ABSTRACT

The document evaluates  and assesses scientific information on  the  health and
welfare  effects  associated with exposure to  various  concentrations  of sulfur
oxides and particulate matter in ambient air.   Although the literature through
1980-81  has been  reviewed thoroughly for information  relevant  to  air quality
criteria, the  document is  not  intended as  a complete and  detailed  review of
all literature pertaining to sulfur oxides and particulate matter.  , An attempt
has been made to identify the major discrepancies in our current knowledge and
understanding of the effects of these pollutants.                 -~\
     Although  this  document is  principally  concerned  with  the  health  and
welfare effects of sulfur oxides and particulate matter,  other scientific data
are  presented  and  evaluated in  order to provide  a better  understanding of
these  pollutants in  the  environment.   To this  end,  the document  includes
chapters that  discuss  the chemistry and physics of the pollutants; analytical
techniques; sources; and  types  of emissions;  environmental concentrations and
exposure levels; atmospheric chemistry and dispersion modeling; acidic deposi-
tion;  effects  on vegetation; effects  on visibility,  -climate,  and materials;
and the respiratory, physiological, toxicological, clinical, and epidemiologi-
cal aspects of human exposure.                                  •

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                                   CONTENTS
PREFACE...-.-.	     ill
ABSTRACT.	      iv
FIGURES	    xvii
TABLES	     xxx
ABBREVIATIONS AND SYMBOLS	   xxxvi
AUTHORS, CONTRIBUTORS AND REVIEWERS	     xlv
CLEAN AIR SCIENTIFIC ADVISORY COMMITTEE	   Ixiii

1.   EXECUTIVE SUMMARY	     1-1
    1.1  INTRODUCTION	     1-1
         1.1.1  Legal Requirements....	'     1-1
         1.1.2  Organization of the Document	     1-2
    1.2  PHYSICAL AND CHEMICAL PROPERTIES OF SULFUR OXIDES AND
        •PARTICULATE MATTER	     1-4
    1.3  TECHNIQUES FOR COLLECTION AND ANALYSIS OF PARTICULATE
         MATTER AND SULFUR OXIDES	     1-7
         1.3.1  Summary of Sulfur Dioxide Measurement Techniques	     1-9
         1.3.2  Summary of Measurement Techniques for Particulate
                Matter.			    1-11
    1.4  SOURCES AND EMISSIONS OF PARTICULATE MATTER AND SULFUR
         OXIDES	    1-15
    1.5  CONCENTRATIONS AND EXPOSURE	    1-18
    1.6  ATMOSPHERIC TRANSPORT, TRANSFORMATION, AND DEPOSITION	    1-22
    1. 7  ACIDIC DEPOSITION	    1-24
    1.8  EFFECTS ON VEGETATION	    1-32
    1.9  EFFECTS ON VISIBILITY AND CLIMATE	    1-37
    1.10 EFFECTS' ON MATERIALS.	    1-45
    1.11 RESPIRATORY TRACT DEPOSITION AND FATE OF SULFUR OXIDES AND
         PARTICULATE MATTER	    1-52
    1.12 TOXICOLOGICAL STUDIES	,	    1-57
    1.13 CONTROLLED       EXPOSURE STUDIES.	.'	    1-70
    1.14 EPIDEMIOLOGICAL STUDIES ON HEALTH EFFECTS OF PARTICULATE
         MATTER AND SULFUR OXIDES	    1-82
         1.14.1 Methodological Considerations	    1-82"
         1.14.2 Air Quality Measurements	    1-87
         1.14.3 Acute Particulate Matter/Sulfur Oxide Exposure
                Effects.	    1-90
         1.14.4 Chronic Exposure Effects	    1-97
         1.14.5 Implications of Epidemiglogical Findings for
                Criteria Development Purposes...	   1-103
    1.15 REFERENCES	•	   1-106
ADDENDUM:   Discussion of Newly Available Information	     A-l
GLOSSARY	     G-l

2.   PHYSICS AND CHEMISTRY OF SULFUR OXIDES AND PARTICULATE MATTER	     2-1
    2.1  INTRODUCTION.	     2-1
    2.2  ATMOSPHERIC DOMAIN AND PROCESSES.	     2-3
    2.3  PHYSICS AND CHEMISTRY OF SULFUR OXIDES.	     2-8

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                             CONTENTS (continued)
         2.3.1  Physical  Properties of Sulfur Oxides.in the Gas   :
                Phase	      2-8
         2.3.2  Solution Physical  Properties		      2-8
                2.3.2.1  Sulfur Dioxide		      2-8
                2.3.2.2  Sulfur Trioxide and Sulfuri-e  Acid...	     2-12
         2.3.3  Gas-Phase Chemical  Reactions of Sulfur Dioxide	     2-12
                2.3.3.1  Elementary Reactions	     2-14
                2.3.3.2  Tropospheric Chemistry of Sulfur Dioxide
                         Oxidation	     2-15
         2.3.4  Solution-Phase Chemical Reactions	     2-22
                2.3.4.1  S(IV)-02  - H20 System	     2-23
                2.3.4.2  S(IV) - Catalyst -  02 - H2Q System	     2-27
                2.3.4.3  S(IV) - Carbon Black - 02 - H20..'	     2-35
                2.3.4.4  S(IV) - Dissolved Oxidants -  H20		     2-35
                2.3.4.5  The Influence of Ammonia	     2-37
         2.3.5  Surface Chemical Reactions	     2-38
         2.3.6  Estimates of S02 Oxidation	     2-40
    2.4  PHYSICS AND CHEMISTRY OF PARTICULATE MATTER	     2-41
         2.4.1  Definitions	     2-42
         2.4.2  Physical  Properties of Gases and Particles		     2-45
                2.4.2.1  Physical  Properties of Gases.	;,...,     2-45
                2.4.2.2  Physical  Properties of Particles	;....     2-46
         2.4.3  Dynamics of Single Particles.,		..	     2-60
         2.4.4  Formation and Growth of Particles		........     2-62
                2.4.4.1  Growth Dynamics	     2-65
                2.4.4.2  Sulfuric Acid - Water Growth  Dynamics	     2-67
                2.4.4.3  Dynamics of Growth by Chemical Reaction	     2-67
                2.4.4.4  Dynamics of Desorption	.:	     2-68
         2.4.5  Characterization of Atmospheric Aerosol	     2-69
                2.4.5.1  Distribution	',	     2-69
                2.4.5.2  Composition of Particles	     2-75
         2.4.6 . Particle-Size Spectra Evolution	'	     2-80
                2.4.6.1  General Dynamics Equation (GDE)	    '2-80
                2.4.6.2  Application of the GDE	     2-81
    2.5  REFERENCES	,	     2-86

3.   TECHNIQUES FOR THE COLLECTION AND ANALYSIS OF SULFUR OXIDES,
    PARTICULATE MATTER, AND ACIDIC PRECIPITATION.	      3-1
    3.1  INTRODUCTION	      3-1
    3.2  MEASUREMENT TECHNIQUES FOR SULFUR DIOXIDE	      3-2
         3.2.1  Introduction.	      3-2
         3.2.2  Manual Methods	I      3-2
                3.2.2.1  Sample Collection	      3-2
                3.2.2.2  Calibration	'.	      3-3
                3.2.2.3  Measurement Methods.		.	........      3-4
         3.2.3  Automated Methods	     3-12
                3.2.3.1  Sample Collection......	     3-12
                3.2.3.2  Calibration	     3-12
                3.2.3.3  Measurement Methods	     3-13
                3.2.3.4  EPA Designated Equivalent Methods	     3-17
         3.2.4  Summary	     3-21

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                             CONTENTS (continued)
    3.3  PARTICULATE MATTER 	     3-24
         3.3,1  Introduction	'	     3-24
         3.3.2  Gravimetric PM Mass Measurements	".....	     3-30
                3.3.2.1  Filtration Samplers	     3-32
                3.3.2.2  Impactor Samplers	     3-49
                3.3.2.3  Dustfall Sampling......	  .   3-54
         3,3.3  Nongravimetric Mass Measurements.	     3-54
                3.3.3.1  Filtration and Impaction Samplers	     3-54
                3.3.3.2  In Situ Analyzers	.			     3-60
         3.3,4  Particle Composition	.-.     3-62
            .,   3.3.4.1  Analysis of Sulfates	*.     3-63
                3.3.4.2  Ammonium and Gaseous Ammonia Determination...     3-70
                3.3.4.3  Analysis of Nitrates	     3-71
                3.3.4.4  Analysis of Trace Elements	     3-75
                3.3.4.5  Analysis of Organic  Compounds	     3-79
              ,  3.3.4.6  Analysis of Total Carbon and Elemental
                         Carbon	•	.....'..,...     3-80
         3.3.5  Particle Morphology Measurements	     3-81
         3.3.6  Intercomparison of Particulate Matter Measurements	     3-81
         3.3.7=  Summary	:..,..	     3-83
    3.4  MEASUREMENT TECHNIQUES FOR ACIDIC DEPOSITION	     3-85
         3.4.1,  Introduction	     3-85
         3.4.2  U.S. Precipitation Studies	     3-86.
         3.4.3  Analytical Techniques	     3-89
                3.4.3.1  Introduction	".....•	     3-89
                3.4.3.2  Analysis of Acidic Deposition Samples	     3-89
         3.4.4  Inter!aboratory Comparisons	     3-93
    3. 5  REFERENCES	     3-96

    APPENDIX 3-A	    3-120


4.  SOURCES AND EMISSIONS		      4-1
    4.1  INTRODUCTION	'	      4-1
    4.2  DATA SOURCES AND ACCURACY	      4-2
    4.3  NATURAL SOURCES AND EMISSIONS	      4-3
         4.3.1  Terrestrial Dust	      4-4
         4.3.2  Sea Spray	      4-7
         4.3.3  Biogenic Emanations	      4-7
         4.3.4  Volcanic Emissions.	      4-9
         4.3.5  Wildfires	     4-10
    4.4  MANMADE SOURCES AND EMISSIONS	     4-11
         4.4.1  Historical Emission Trends	     4-11
         4.4.2  Stationary Point Source Emissions	     4-13
                4.4.2.1  Fuel Combustion...,	     4-24
                4.4.2.2  Industrial Processes	     4-27
         4.4.3  Industrial Process Fugitive Particulate Emissions	     4-30
         4.4.4  Nonindustrial Fugitive Particulate Emissions	     4-33
         4.4.5  Transportation Source Emissions	     4-35
    4. 5  SUMMARY	     4-36
    4. 6  REFERENCES			     4-38
                                      vn

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                             CONTENTS (continued)
5.   ENVIRONMENTAL CONCENTRATIONS AND EXPOSURE	     5-1
    5.1  INTRODUCTION	     5-1
    5.2  AMBIENT MEASUREMENTS OF SULFUR DIOXIDE	     5-2
         5.2.1  Monitoring Factors	     5-4
         5.2.2  Sulfur Dioxide Concentrations	     5-5
         5.2.3  Sulfur Dioxide Concentration by Site and Region	     5-7
                5.2.3.1  Analyses by Various Site Classifications.....     5-7
                5.2.3.2  Regional Comparisons	.•	     5-7
         5.2.4  Peak Localized Sulfur Dioxide Concentrations	    5-12
                5.2.4.1  1978 Highest Annual Average Concentrations...    5-12
                5.2.4.2  1978 Highest Daily Average Concentrations...:.    5-12
                5.2.4.3  Highest 1-Hour Sulfur Dioxide Concentra-
                         tions-1978 National Aerometric Data Bank
                         (NADB) Data.	    5-12
         5.2.5  Temporal Patterns in Sulfur Dioxide Concentrations..1.    5-13
                5.2.-5.1  Diurnal Patterns	    5-13
                5.2.5.2  Seasonal Patterns	•	.'..    5-16
                5.2.5.3  Yearly Trends	    5-16
    5.3  AMBIENT MEASUREMENTS OF SUSPENDED PARTICULATE MASS	    5-22
         5.3.1  Monitoring Factors			-..;..    5-23
                5.3.1.1  Sampling Frequency	•'.'...    5-23
                5.3.1.2  Monitor Location	.;.    5-27
         5.3.2  Ambient Air TSP Values	    5-27
         5.3.3  TSP Concentrations by Site and Region.	    5-30
                5.3.3.1  TSP by Site Classifications	    5-31
                5.3.3.2  Intracity Comparisons.	    5-31
                5.3.3.3  Regional Differences in Background
                         Concentrations— .•	 — .. *..    5-33
                5.3.3.4  Peak TSP Concentrations	    5-33
         5.3.4  Temporal Patterns in TSP Concentrations	    5-35
                5.3.4.1  Diurnal Patterns	„	    5-35
                5.3.4.2  Weekly Patterns	    5-35
                5.3.4.3  Seasonal Patterns	    5-37
                5.3.4.4  Yearly Trends	    5-37
    5.4  SIZE OF ATMOSPHERIC PARTICLES	    5-46
         5..4.1  Introduction	    5-46
         5.'4.2  Size Distribution of Particle Mass	 .   5-47
    5.5  FINE PARTICLES IN AIR	    5-57
         5.5.1  Sulfates	    5-58
                5.5.1.1  Spatial and Temporal Variations	    5-58
                5.5.1.2  Urban Variations	    5-64
         5.5.2  Nitrates	    5-73
         5.5.3  Carbon and Organics.	    5-77
                5.5.3.1  Physical Properties of Particulate Organics..    5-78
                5.5.3.2  Carbon and Total Organic Mass	    5-79
                5.5.3.3  Chemical Composition of Particulate Organic
                         Matter	    5-85
         5.5.4  Metallic Components of Fine Particles	    5-87
                5.5.4.1  Lead	    5-92
                5.5.4.2  Vanadium, Nickel, and Other Metals..	    5-92
         5.5.5  Acidity of Atmospheric Aerosols	    5-96

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                             CONTENTS (continued)
    5.6  COARSE PARTICLES IN AIR	     5-99
         5.6.1  Introduction	     5-99
         5.6.2  Elemental Analysis of Coarse Particles	    5-100
         5.6.3  Evidence from Microscopical Evaluation of Coarse
                Particles.	    5-103
         5.6.4  Fugitive Dust	    5-106
         5.6.5  Summary		    5-109
    5.7  SOURCE-APPORTIONMENT OR SOURCE-RECEPTOR MODELS	    5-109
    5.8  FACTORS INFLUENCING EXPOSURE	    5-115
         5.8.1  Introduction	....	    5-115
         5.8.2  Indoor Concentrations of Sulfur Dioxide	,....	    5-117
         5.8.3  Particle Exposures Indoors.....	    5-118
                5.8.3.1  Introduction			    5-118
                5.8.3.2  Coarse-Particle Concentrations Indoors	    5-122
                5.8.3.3  Fine Particles Indoors	    5-127
         5.8.4  Monitoring and Estimation of Personal  Exposures	    5-131
    5.9  SUMMARY OF ENVIRONMENTAL CONCENTRATIONS AND EXPOSURE	    5-136
    5.10 REFERENCES.	    5-139


6.  ATMOSPHERIC TRANSPORT,  TRANSFORMATION, AND DEPOSITION.	      6-1
    6.1  INTRODUCTION			      6-1
    6.2  CHEMICAL TRANSFORMATION PROCESSES	      6-1
         6.2.1  Chemical Transformation of Sulfur Dioxide and
                Particulate Matter.	,	      6-3
         6.2.2  Field Measurements on the Rate of Sulfur Dioxide
                Oxidation			f	/.      6-3
    6.3  PHYSICAL REMOVAL PROCESSES	      6-6
         6.3.1  Dry Deposition	      6-7
                6.3.1.1  Sulfur Dioxide Dry Deposition	      6-8
                6.3,1.2  Particle Dry Deposition.	     6-10
         6.3.2  Precipitation Scavenging	     6-17
                6.3.2.1  Sulfur Dioxide Wet Removal	     6-19
                6.3.2.2  Particle Wet Removal	     6^20
    6.4  TRANSPORT AND DIFFUSION	,.     6-23
         6.4.1  The Planetary Boundary Layer		     6-23
         6.4.2  Horizontal  Transport and Pollutant Residence Times	     6-27
    6.5  AIR QUALITY SIMULATION MODELING	     6-30
         6.5.1  Gaussian Plume Modeling Techniques			     6-31
         6.5.2  Long-Range Air Pollution Modeling	,	     6-32
         6.5.3  Model Evaluation and Data Bases	     6-36
         6.5.4  Atmospheric Budgets	     6-37
    6.6  SUMMARY	-.	     6-38
    6.7  REFERENCES	     6-39


7.  ACIDIC DEPOSITION	      7-1
    7.1  INTRODUCTION	      7-1
         7.1.1  Overview of the Problem	      7-1
         7.1.2  Ecosystem Dynamics	      7-6
                                      ix

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                             CONTENTS (continued)
                                                                          Page

    7,2  CAUSES OF ACIDIC PRECIPITATION	.	    7*13
         7.2.1  Emissions of Sulfur and Nitrogen Oxides...	.;«'....    7-13
         7.2.2  Transport of Nitrogen and Sulfur Oxides...............    7*14
         7.2.3  Formation		    7-21
                7.2.3.1  Composition and pH of Precipitation......	    7-22
                7.2.3.2  Geographic Extent of Acidic Precipitation...,    7-29
         7.2.4  Acidic Deposition	......	    7-34
    7.3  EFFECTS OF ACIDIC DEPOSITION	:..	    7-36
         7.3.1  Aquatic Ecosystems	    7-36
                7.3.1.1  Acidification of Lakes and Streams...'........    7-38
                7.3.1.2  Effects on Decomposition	    7-46
                7.3.1.3  Effect on Primary Producers and Primary
                         Productivity	    7-49
                7.3.1.4  Effects on Invertebrates	    7-55
                7.3.1.5  Effects on Fish........	,	    7-59
                7.3.1.6  Effects on Vertebrates other than Fish..	    7-65
         7.3.2  Terrestrial Ecosystems	....................;.....    7-66
                7.3.2.1  Effects on Soils	V....-.•    7-70
                7.3.2.2  Effects on vegetation		    7-79
                7.3.2.3  Effects on Human Health.			    7-90
                7.3.2.4  Effects of Acidic Precipitation on Materials.    7-92
    7.4  ASSESSMENT OF SENSITIVE AREAS	    7-94
         7.4.1  Aquatic Ecosystems.	    7-94
         7.4.2  Terrestrial Ecosystems			    7-97
    7.5  SUMMARY	    7J99
    7.6  REFERENCES	   7-105

8.  EFFECTS ON VEGETATION	     8-1
    8.1  GENERAL- INTRODUCTION AND APPROACH...,..;	     8-1
    8.2  REACTION OF PLANTS TO SULFUR DIOXIDE EXPOSURES	     8-2
         8.2.1  Introduction	     8,-2
         8.2.2  Wet and Dry Deposition of Sulfur Compounds on
                Leaf Surfaces	     8-3
         8.2.3  Routes and Methods of Entry Into the Plant..	......     8*3
         8.2.4  Cellular and Biochemical Changes	     8-5
         8,2.5  Beneficial "Fertilizer" Effects	:	     8-7
         8.2.6  Acute Foliar Injury			    8-10
         8.2.7  Chronic Foliar Injury		...»	,    8-10
         8.2.8  Foliar Versus Whole Plant Responses.	    8-11
         8.2.9  Classification of Plant Sensitivity to Sulfur Dioxide.    8-13
    8.3  EXPOSURE-RESPONSE RELATIONSHIPS - SULFUR DIOXIDE	    8-13
    8.4  EFFECTS OF MIXTURES OF SULFUR DIOXIDE AND"OTHER POLLUTANTS...    8-28
         8.4.1  Sulfur Dioxide and Ozone			    8-28
         8.4.2  Sulfur Dioxide and Nitrogen Dioxide	".,	    8-30
         8.4.3  Sulfur Dioxide and Hydrogen Fluoride	    8-31
         8.4.4  Sulfur Dioxide, Nitrogen Dioxide and Ozone............    8-31
         8.4.5  Summary	1    8-31
    8.5  EFFECTS OF NON-POLLUTANT ENVIRONMENTAL FACTORS ON SULFUR
         DIOXIDE PLANT EFFECTS.	    8-32
         8.5.1  Temperature	..*...	.'	    8-32

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                            CONTENTS (continued)
                                                                         Page

        8.5.2  Relative Humidity	     8-32
        8.5.3  Light	     8-33
        8.5.4  Edaphic Factors	     8-33
        8.5.5  Sulfur Dioxide and" Biotic Plant Pathogen Interactions.     8-34
   8.6  PLANT EXPOSURE TO PARTICULATE MATTER.	     8-34
        8.6.1  Deposition Rates.	     8-34
        8.6.2  Routes and Methods of Entry Into Plants	     8-35
               8.6.2.1  Direct Entry Through Foliage	     8-35
               8.6.2.2  Indirect Entry Through Roots	     8-36
   8.7  REACTION OF PLANTS TO PARTICLE EXPOSURE	     8-36
        8.7.1  Symptomatology of Particle-Induced Injury...	     8-36
        8.7.2  Classification of Plant Sensitivity—Particles	     8-41
   8.8  EXPOSURE-RESPONSE RELATIONSHIPS—PARTICLES	     8-41
   8.9  INTERACTIVE EFFECTS ON PLANTS WITH THE ENVIRONMENT—
        PARTICULATE MATTER.	     8-42
   8.10 EFFECTS OF,SULFUR DIOXIDE AND PARTICULATE MATTER ON NATURAL
        ECOSYSTEMS	f	     8-43
        8.10.1 Sulfur Dioxide in Terrestrial Ecosystems.	     8-43
        8.10.2 Ecosystem Response to Sulfur Dioxide	     8-46
        8.10.3 Response of Natural Ecosystems to Particulate Matter..     8-54
   8.11 SUMMARY	     8-56
   8.12 REFERENCES	     8-60

   APPENDIX 8-A	,	     8-78

9.   EFFECTS ON VISIBILITY AND CLIMATE	      9-1
    9.1  INTRODUCTION.	      9-1
    9.2  FUNDAMENTALS OF ATMOSPHERIC VISIBILITY	      9-2
         9.2.1  Physics of Light Extinction.		.     9-11
         9.2.2  Measurement Methods	   " 9-14
                9.2.2.1  Human Observer (Total Extinction);	     9-16
                9.2.2.2  Photography (Total Extinction)	     9-16
                9.2.2.3  Telephotometry (Total Extinction)		     9-17'
                9.2.2.4  Long-path Extinction (Total Extinction)	     9-17
                9.2.2.5  Nephelometer .(Scattering)	'.	     9-18
                9.2.2.6  Light Absorption Coefficient	     9-18
         9.2.3  Role of Particulate Matter in Visibility Impairment..     9-19
                9.2.3.1  Rayleigh Scattering	     9-19
                9.2.3.2  Nitrogen Dioxide Absorption	     9-20
                9.2.3.3  Particle Scattering.......		     9-20
                9.2.3.4  Particle Absorption	«	     9-30
         9,2.4  Chemical Composition of Atmospheric Particles	     9-31
                9.2.4.1  Role of Water invisibility Impairment	     9-34
                9.2.4.2  Light Extinction Budgets	     9-38
         9.2.5  Considerations in Establishing a Quantitative
                Relationship Between Fine-Particle Mass Concentration
                and Visual Range....	     9-40
    9. 3  VISIBILITY AND PERCEPTION	     9-43
    9.4  HISTORICAL PATTERNS OF VISIBILITY	     9-49
         9.4.1  Natural Versus Manmade Causes	     9-63
                                     XI

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                             CONTENTS (continued)
                                                                          Page

     9.5  THE EVALUATION OF IMPAIRED VISIBILITY	      9-66
          9.5.1  Social Awareness and Aesthetic Considerations	      9-67
          9.5.2  Economic Considerations...	      9-68
          9.5.3  Transportation Operations	      9-71
     9.6  SOLAR RADIATION	      9-75
          9.6.1  Spectral and Directional Quality of Solar Radiation^.      9-86
          9.6.2  Total Solar Radiation:-  Local to Regional Scale	      9-92
          9.6.3  Radiative Climate:  Global Scale	:...      9-94
     9.7  CLOUDINESS AND PRECIPITATION		      9-95
     9.8  SUMMARY		      9-97
     9.9  REFERENCES	     9-100

10.  EFFECTS ON MATERIALS	:....      10-1
     10.1 INTRODUCTION	      10-1
     10.2 SULFUR OXIDES		      10-4
          10.2.1 Corrosion of Exposed Metals		      10-4
                 10.2.1.1 Physical and Chemical Considerations	.      10-4
                 10.2.1.2 Effects of Sulfur Oxide Concentrations
                          on the Corrosion of Exposed Metals	     10-12
          10.2.2 Protective Coatings	     10-23
                 10.2.2.1 Zinc-Coated Materials	     10-23
                 10.2.2.2 Paint Technology and Mechanisms of Damage...     10-28
          10.2,3 Fabrics	     10-32
          10.2.4 Building Materials	     10-34
                 10.2.4.1 Stone	     10-34
                 10.2.4.2 Cement and Concrete	     10-35
          10.2.5 Electrical Equipment and Components	     10-37
          10.2.6 Paper	     10-37
          10.2.7 Leather	     10-37
          10.2.8 Elastomers and Plastics	     10-38
          10.2.9 Works of Art.	'...'	     10-38
         10,2.10 Review of Damage Functions Relating Sulfur Dioxide
                 to Material Damage	"	10-39
     10.3 PARTICULATE MATTER	     10-41
          10.3.1 Corrosion and Erosion	     10-41
          10.3.2 Soiling and Discoloration....	     10-42
                 10.3.2.1 Building Materials	     10-43
                 10.3.2.2 Fabrics	     10-45
                 10.3.2.3 Household and Industrial Paints	     10-45
     10.4 SUMMARY, PHYSICAL EFFECTS OF SULFUR OXIDES AND  PARTICULATE
          MATTER ON MATERIALS.	     10-47
     10.5 ECONOMIC ESTIMATES	     10-49
          10.5.1 Introduction.			     10-49
          10.5.2 Economic Loss Associated with Materials  Damage and
                 Soi 11 ng.	     10-50
                 10.5.2.1 Metal Corrosion and Other Damage to
                          Materials Associated with Sulfur Oxides	.     10-50
                 10.5.2.2 Soiling of Paint and Other Materials.
                          Associated with Particulate Matter	     10-54
                 10.5.2.3 Combined Studies	     10-64
                                      XI 1

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                             CONTENTS (continued)
          10.5.3 Estimating Benefits from Air Quality Improvement,
                 1970-1978	     10-70
          10.5.4 Summary of Economic Damage of Particulate Matter/
                 Sulfur Oxides to Materials	     10-73
     10.6 SUMMARY AND CONCLUSIONS, EFFECTS ON MATERIALS	     10-74
     10. 7 REFERENCES	."     10-75

11.   RESPIRATORY TRACT DEPOSITION AND FATE OF INHALED AEROSOLS AND
     SULFUR DIOXIDE	      11-1
     11.1 INTRODUCTION	      11-1
          11.1.1 General Considerations			      11-1
          11.1.2 Aerosol and Sulfur Dioxide Characteristics	      11-2
          11.1.3 The Respi ratory Tract	      11-4
          11.1.4 Respiration and Other Factors	      11-7
          11.1.5 Mechanisms of Particle Deposition	     11-12
     11. 2 DEPOSITION IN MAN AND EXPERIMENTAL ANIMALS		     11-16
          11.2.1 Insoluble and Hydrophobic Solid Particles	     11-16
                 11.2.1.1 Total Deposition	     11-16
                 11.2.1.2 Extrathoracic Deposition	     11-20
                 11.2.1.3 Tracheobronchial Deposition.	     11-23
                 11.2.1.4 Pulmonary Deposition	     11-27
               •  11.2.1.5 Deposition in Experimental Animals	     11-29
          11.2.2 Soluble, Deliquescent, and Hygroscopic Particles	     11-32
          11.2.3 Surface-Coated Particles	     11-33
          11.2.4 Gas Deposition	     11-33
          11.2.5 Aerosol-Gas Mixtures	     11-37
     11.3 TRANSFORMATIONS AND CLEARANCE FROM THE RESPIRATORY TRACT....     11-38
          11.3.1 Deposited Particulate Material	     11-39
          11.3.2 Absorbed Sulfur Dioxide	     11-47
          11.3.3 Particles and Sulfur Dioxide Mixtures	     11-48
     11.4 AIR SAMPLING FOR HEALTH ASSESSMENT	     11-48
     11. 5	,	     11-54
     11.6 REFERENCES	     11-57.


12.  TOXICOLOGICAL STUDIES	      12-1
     12.1 INTRODUCTION	      12-1
     12.2 EFFECTS OF SULFUR DIOXIDE	      12-2
          12.2.1 Biochemistry of Sulfur Dioxide	      12-2
                 12.2.1.1 Chemical Reactions of Bisulfite with
                          Biological Molecules.		.      12-3
                 12.2.1.2 Metabolism of Sulfur Dioxide	      12-5
                 -12.2.1.3 Activation and Inhibition of Enzymes by
                 .   •      Bisulfite..	'	      12-6
          12.-2.2 Mortality	      12-7
          12.2.3 Morphological Alterations	      12-8
          12.2.4 Alterations  in Pulmonary Function	     12-13
          12.2.5 Effects on Host Defenses	     12-19
     12.3 EFFECTS OF PARTICULATE MATTER	     12-22
                                      xm

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                             CONTENTS (continued)
          12.3,1 Mortality;	..     12-24
          12.3.2 Morphological Alterations	     12-24
          12.3.3 Alterations in Pulmonary Function	,.	     12-28
                 12.3.3.1 Acute Exposure Effects		     12-28
                 12.3.3.2 Chronic Exposure Effects	     12-39
          12.3.4 Alteration in Host Defenses	;	.....     12-41
                 12.3.4.1 Mucoeiliary Clearance,	     12-41
                 12.3.4.2 Alveolar Macrophages	     12-46
                 12.3.4.3 Interaction with Infectious Agents	     12-51
                 12.3.4.4 Immune Suppression	     12-53
     12.4 INTERACTION OF SULFUR DIOXIDE AND OTHER POLLUTANTS.	.....     12-54
          12.4.1 Sulfur Dioxide and Particulate Hatter	     12-54
                 12.4.1.1 Acute Exposure Effects	     12-54
                 12.4.1.2 Chronic Exposure Effects	;	.'...     12-56
          12.4.2 Interaction with Ozone	:.....     12-63
     12.5 CARCINOGENESIS AND MUTAGENESIS OF SULFUR COMPOUNDS AND
          ATMOSPHERIC. PARTICLES	     12-66
          12.5.1 Airborne Particulate Matter	     12-68
                 12.5.1.1 Jjn vitro Mutagenesis Assays of Particulate
                          Matter		     12-68
                 12.5.1.2 Tumorigenes is of Particulate Extracts...	     12-70
          12.5.2 Potential Mutagenic Effects of Bisulfite and Sulfur
                 Dioxide		     12-72
          12.5.3 Tumorigenesis in Animals Exposed to Sulfur Dioxide
                 or Sulfur Dioxide and Benzo(a)pyrene	     12-74
          12.5.4 Effects of Trace Metals Found in Atmospheric
                 Particles		,	     12-75

     12.6 CONCLUSIONS.	     12-75
          12.6.1 Sulfur Dioxide	     12-75
          12.6.2 Particulate Matter	     12-78
          12.6.3 Combinations of Gases and Particles	     12-81
     12.7 REFERENCES	     12-83

     APPENDIX 12-A:  U.S. EPA Analysis of the Laskin et al.
         and Peacock and Spence Data (Memo from V. Hasselblad
         to L.D. Grant)	    12-102

13.   CONTROLLED HUMAN STUDIES	      13-1
     13.1 INTRODUCTION	      13-1
     13.2 SULFUR DIOXIDE	....	      13-2
          13.2.1 Subjective Reports	      13.2
          13.2.2 Sensory Effects.	      13-3
                 13.2.2.1 Odor Perception Threshold	      13-3
                 13.2.2.2 Sensitivity of the Dark-Adapted Eye	      13-5
                 13.2.2.3 Interruption of Alpha Rhythm	      13-6
          13.2.3 Respiratory and Related Effects	      13-6
                 13.2.3.1 Respiratory Function...	      13-6
                 13.2.3.2 Water Solubility	,	     13-12
                                      xiv

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                             CONTENTS (continued)
                 13.2.3.3 Nasal Versus Oral Exposure	     13-12
                 13.2.3.4 Subject Activity Level	     13-13
                 13.2.3.5 Temporal Parameters	     13-15
                 13.2.3.6 Mucoci 1 iary Transport	     13-17
                 13.2.3.7 Health 'Status	;	     13-19
     13. 3 PARTICULATE MATTER.:	     13-23
          13.3.1 Sulfuric Acid and Sulfates	     13-23
                 13.3.1.1 Sensory Effects	     13-23
                 13.3.1.2 Respiratory and Related Effects	     13-24
          13.3.2 Insoluble and Other Non-sulfur Aerosols	     13-31
     13.4 PARTICULATE MATTER AND SULFUR DIOXIDE	     13-36
     13.5 SULFUR DIOXIDE, OZONE, AND NITROGEN DIOXIDE	     13-39
     13.6 SUMMARY AND CONCLUSIONS	     13-46
          13.6.1 Sulfur Dioxide Effects	     13-47
          13.6.2 Sulfuric Acid and Sul fate Effects	     13-52
          13.6.3 Effects  of Other Particulate Matter Species	     13-53
     13.7 REFERENCES	     13-55

     APPENDIX 13A	      13-62

14.   EPIDEMIOLOGICAL STUDIES ON THE EFFECTS OF PARTICULATE MATTER AND
     SULFUR OXIDES ON HUMAN HEALTH	      14-1
     14.1 INTRODUCTION	      14-1
          14.1.1 Methodological Considerations	      14-2
          14.1.2 Guidelines for Assessment of Epidemiological Studies.      14-5
     14.2 AIR QUALITY MEASUREMENTS	      14-7
       .   14.2.1 Sulfur Oxides Measurements.:	      14-7
          14.2.2 Particulate Matter Measurements	      14-8
     14.3 ACUTE PARTICULATE MATTER/SULFUR OXIDE EXPOSURE EFFECTS	     14-11
          14.3.1 Mortal ity	:	     14-11
                 14.3.1.1 Acute Episode Studies	     14-11
                 14.3.1.2 Mortality Associated with Non-episodic
                          Variations in Pollution	     14-15
                 14.3.1.3 Morbidity	     14-26
     14.4 CHRONIC PM/S02  EXPOSURE EFFECTS	     14-35
          14.4.1 Mortal ity	     14-35
          14.4.2 Morbidity	     14-44
                 14.4.2.1 Respiratory Effects in Adults	     14-44
                 14.4.2.2 Respiratory Effects in Children	     14-46
     14. 5 SUMMARY AND CONCLUSIONS	~.	     14-49
          14.5.1 Health Effects Associated with Acute Exposures to
                 Particulate Matter and Sulfur Oxides-	     14-50
          14.5.2 Health Effects Associated with Chronic Exposures to
                 .Particulate Matter and Sulfur Oxides	     14-53
     14. 6 REFERENCES.	.-•	     14-56

     APPENDIX 14-A:  Annotated Comments on Community Health Epidemio-
         logical Studies  Not Discussed in Detail in Main Text of
         Chapter 14	     14-73
                                      xv

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                        CONTENTS (continued)
APPENDIX 14-B:  Occupational Health Studies on Particulate Matter
    and Sulfur Oxides	

APPENDIX 14-C:  Summary of Examples of Sources and Magnitudes of
    Measurement Errors Associated with Aerometric Measurements
    of PM and SOg Used in British and American Epidemiologica]
    Studies	

APPENQIX 14-D:  EPA Reanalysis of Martin and Bradley (1960) Data
    on Mortal ity Ouri ng 1958-59 London Wi ntef	
APPENDIX 14-E:  Summary of Unpublished Dawson and Brown (1981) Re-
    analysis of Martin and Bradley (1960) Data		
APPENDIX 14-F:  Summary of Unpublished Roth et al. (1981) Year-
    by-Year Analysis of London Mortality Data for Winters of
    1958-59 to 1971-72	............. f.....
APPENDIX 14-G:  Summary of Mazumdar et al. Year-by-Year Analysis
    of London Mortality Data for Winters of 1958-59 to 1971-72...
14-102




14-107


14-116


14-126



14-135

14-138
                                 xvi

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                             CONTENTS (continued)
                                    FIGURES

Figure                                                                      Page

1-la    Idealized size distribution for particles found in typical
        urban aerosols (mainly from anthropogenic sources) under
        varying weather conditions	     1-5
1-lb    Idealized size distribution for atmospheric particles from
        anthropogenic sources.	     1-5
1-lc    Idealized size distribution for atmospheric particles from
        natural sources in a marine setting	     1-6
1-ld    Idealized size distribution for atmospheric, particles from
        natural sources in a continental setting	     1-6
1-2     Idealized representation of typical fine- and coarse-particle
        mass and chemical composition distribution in an urban aerosol...     1-8
1-3     Characterization of 1974-76 national SO, status is shown by
        second highest 24-hr average concentration	    1-19
1-4     One example of rapid increase in ambient S0? concentra-
        tion from near zero to 1.30 ppm (3410 jjg/m37 during
        a period of approximately two hours	    1-20
1-5     Seasonal variations in urban, suburban, and rural areas for
        four size ranges of particles.  The data were obtained from
        a relatively small number of monitoring sites	    1-21
1-6     Complex processes affecting transport and transformation of
        airborne particulate matter and sulfur oxides	    1-23
1-7     Average pH isopleths as determined from laboratory analyses of
        precipitation samples, weighted by the reported quantity
        of precipitation	    1-26
1-8     Idealized conceptual framework illustrating the "law of
        tolerance," which postulates a limited range of various
        environmental factors within which species can.survive	    1-28
1-9     Conceptual model of the factors involved in air pollution's
        effects on vegetation	    1-34
1-10    Median yearly visual range (miles) and isopleths for suburban/
        nonurban areas, 1974-1976	*	    1-38
1-11    Inverse proportionality between visual range (V) and the
        scattering coefficient (OSD) as measured at the point of
        observation	v.	    1-40
1-12    Simultaneous in situ monitoring of cr   and fine-particle
        mass concentration in St. Louis in April 1973 showed a high
        correlation coefficient of 0.96, indicating that cr   depends  .
        primarily on the fine-particle concentration.......?.............    1-41
1-13    The spatial distribution of 5ryear average extinction coeffi-
        cients shows the subtantial increases of third-quarter extinc-
        tion coefficients in the Carolines, Ohio River Valley, and
        Tennessee-Kentucky area	    1-42
                                       xvn

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                             CONTENTS (continued)



Figure                                                                      Page

1-14    Season'al turbidity patterns for 1961-1966 and 1972-1975 are
        shown for selected regions in the Eastern United States .........     1-44
1-15    Steel corrosion behavior as a function of average SO, con-
        centration at 65% rel ati ve humidity ...................... . ......     1-48
1-16    Steel corrosion behavior as a function of average relative
        humidity at three average concentration levels of sulfur
        dioxide ...... . ...... . . ....................................... ...     1-49
1-17    Isopleths of annual mean relative humidity in the
        United States ...................................... . _____ . ____ ...     1-50
1-18    Features of the respiratory tract of man used in the descrip-
        tion of inhaled particles and gases .................. ... . ......      1-53
1-19    Division of the thoracic fraction of deposited particles into
        pulmonary and tracheobronchial fractions. .... ...... . ------ . ......      1-56
1-20    These data show hypothetical dose-response curves derived from
        regressing mortality on smoke in London, England during winters
        1958/59 to 1971/72 ..... . ..... . .............. . ..................      1-95
1-21    History and clinical  evidence of respiratory disease (percent)
        in 5-year-olds, by pollution in areas of residence ..............    1-101
1-22    Penetration of aerosol  through the inlet of the British Smoke
        Shade Sampler and through the complete system ........... .... .....   ''1-104
2-1     The global sulfur cycle, showing the major reservoirs, pathways,
        and forms of occurrence of sul fur ................... : . . .........      2-4
2-2     Interrelations of pathways, processes, and properties of
        sulfur oxides and parti cul ate matter and effects. ........... .....     2-7

2-3     The distribution of species for the S02 • H20-HS03-S03" system
        as a function of pH.   Also, the ratio of the concentrations of
        SOZr Q\ to the total quantity dissolved in water is shown. ..... ...    2-11
2-4     Schematic of the polluted atmospheric photooxidation cycle .......    2-18
2-5     The theoretical rate of reaction (percent per hour) of various
        free-radical species with S02 is shown for a simulated sunlight-
        irradiated (.solar zenith angle of 40°) polluted atmosphere .......    2-20
2-6     Percentage conversion at midday of sulfur dioxide to sulfate
        by HO and by HO, H02, and CH302 radicals as a function of °N
        latitude in summer and winter ......................... ...........    2-21
                                    +   +   2_
2-7     Solubility diagram for the H -NH«-SQ4 -H20 system at
        equi 1 ibrium (30°C) .............. . ................................    2-49
                   +   +   2.
2-8     Growth of H -NH4-S04  particles as a function of RH ........ . .....    2-50
2-9     Condensational  growth and evaporation of (NH4)2S04 particles as
        a function of relative humidity at 25°C ..................... . ----    2-52
2-10    The -equilibrium size of sulfuric acid solution droplets as a
        function of relative humidity. . ...... ... ---- •. ................. ...    2-54
2-11    NHg and HN03 partial  pressures as a function of droplet" s nitrate
            -) and sulfate (Ccg2~) concentrations at 85 percent relative
        humidity, 25°C ...................... . ....................... . ----   2-58
                                    xvm

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                             CONTENTS (continued)
2-12    Frequency plots of number, surface, and volume distributions for
        1969 Pasadena smog aerosol	.	    2-71
2-13a   Idealized size distribution for particles found in typical urban
        aerosols (mainly from anthropogenic sources) under varying
        weather conditions	    2-73
2-13b   Idealized size distribution for atmospheric particles from
        anthropogeni c sources	•	    2-73
2-13c   Idealized size distribution for atmospheric particles from
        natural sources in a marine setting	    2-74
2~13d   Idealized size distribution for atmospheric particles from
        natural sources i n a conti nental setti ng	    2-74
2-14    Idealized representation of typical fine- and coarse-particle
        mass and chemical composition distribution in an urban aerosol...    2-76

3-1     Respiratory deposition models used as patterns for sampler
        cutpoints	    3-25
3-2     Plots illustrating the relationship of particle number,
        surface area, and volume distribution as a function of
        particle size	    3-27
3-3  ,   Typical ambient mass distribution data for particles
        up to 200 |jm	    3-28
3-4     Sampling effectiveness of a Hi-Vol sampler as a function of
        windspeed	,.:	    3-31
3-5     Sampling effectiveness of the dichotomous sampler inlet as a
        function of wi ndspeed	    3-33
3-6     Sampling effectiveness of the Wedding IP inlet	    3-34
3-7     Sampling effectiveness of UM-LBL IP inlet	    3-35
3-8     Effect of sampler flowrate on the performance of a Hi-Vol for
        30 urn particles at a windspeed of 8 km/hr	    3-38
3-9     Separator efficiency and wall losses of the dichotomous
        sampler at 25 pm	    3-41
3-10    Sampling .effectiveness for the 3.5 |jm cutpoint CHESS
        cycl one sarapler	    3-43
3-11  ^  Fraction of methylene blue particles deposited in a cyclone  .
        sampler as a function of the aerodynamic particle diameter	,.    3-45
3-12    Sampling effectiveness for the size-selective inlet Hi-Vol
        sampler	    3-46
3-13    Effect of windspeed upon cutpoint size of the size-selective
        inlet.	    3-47
3-14    Effect of sampler flowrate on the sampling effectiveness of
        the size-selective inlet Hi-Vol for a particle size of
        15.2 pin and windspeed of 2 km/hr	    3-48
3-15    An example of mass size distribution obtained using a cascade
        impactor.	    3-50
3-1.6    Fractional particle collection of the CHAMP fractionator inlet
        at a sampler flowrate of 1133 liters/min under static windspeed
        conditions	    3-52
3-17    Efficiency of the single impaction stage of the CHAMP Hi-Vol
        sampl er	    3-53
3-18    Sampling effectiveness of the inlet alone and through the
        entire flow system of the British Smoke Shade sampler	    3-56
3-19    Response of a Piezoelectric Microbalance to relative humidity
        for vari ous parti cl e types	:	'   3-60

                                       xix

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                             CONTENTS (continued)
Figure                                                                      Page

3-20    Light scattering and absorption expressed per unit volume of
        aerosol	     3-61

5-1     Distribution of annual mean sulfur dioxide concentrations across
        an urban complex, as a function of various spatial scales	      5-3
5-2     Histogram delineating annual average sulfur dioxide concentrations
        for valid continuous -sampling sites in the United States in 1978.      5-6
5-3     Characterization of 1974-76 national S02 status is shown by
        second highest 24-hour average concentration.	     5-10
5-4     Composite diurnal pattern of hourly sulfur dioxide concentrations
        are shown for Watertown, MA, for December 1978	     5-14
5-5     Monthly means of hourly sulfur dioxide concentrations are shown
        for St. Louis (city site 26-4280-007, "Broadway & Hurck") for
        February 1977 and 1978	,.	    ,5-15
5-6     Monthly means of hourly sulfur dioxide concentrations are
        shown for Steubenville, Ohio (NOVAA site 36-6420-012) for
        June 1976 and July 1977	     5-17
5-7     Seasonal variations in sulfur dioxide levels are shown for
        Steubenville, St. Louis, and Watertown	     5-18
5-8     Annual average sulfur dioxide concentrations are shown for 32
        urban NASN stations	 /    5-19
5-9     Nationwide trends in annual average sulfur dioxide concentrations
        from 1972 to 1977 are shown for 1233 sampling sites	     5-20
5-10    Distribution shows the number of TSP observations'per-valid site
        in 1978; total of 2882 sites	     5-24
5-11    The 95 percent confidence intervals about an annual mean TSP
        concentration of 75 ug/m3 is shown for various sampling
        frequencies	     5-26
5-12    Distribution of mean and 90th percentile TSP concentrations is
        shown for valid 1978 sites	     5-28
5-13    Histogram of number of sites against concentration shows that
        over one-third of the sites had annual mean concentrations
        between 40 and 60 ug/m3 in 1978.		...     5-29
5-14    Histogram of mean TSP levels by neighborhood shows lowest levels
        in residential areas, higher levels in commercial areas, and
        highest levels in industrial areas				     5-32
5-15    Average estimated contributions to nonurban levels in the East,
        Midwest, and West are most variable for transported secondary
        and continental sources	     5-34
5-16    Severity of TSP peak exposures is shown on the basis of the
        90th percentile concentration.  Four AQCR's did not report	     5-36
5-17    Seasonal variations in urban, suburban, and rural areas
        for four size ranges of particles	     5-38
5-18    Monthly mean TSP concentrations are shown for the Northern Ohio
        Valley Air Monitoring Headquarters, Steubenville, Ohio.   No
        el ear seasonal pattern i s apparent	;	     5-39
5-19    Annual geometric mean TSP trends are shown for selected NASN
        sites	1	<	     5-40
5-20    (Top) Nationwide trends in annual mean total suspended
        particulate concentrations from 1972 to 1977 are shown for
        2707 sampling sites.  (Bottom) Conventions for box plots	     5-42
5-21    Regional trends of annual mean total suspended particulate
        concentrations, 1972-1977, Eastern states..	     5-44

                                     xx

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                             CONTENTS (continued)
Figure                     ••           •                                      Page

5-22    Regional trends of annual mean total suspended particulate
        concentrations, 1972-1977, Western states	     5-45
5-23    Linear-log plot of the volume distributions for the four
        background distributions	     5-49
5-24    Linear-log plot of the volume distributions for two urban
        aerosols and a typical distribution measured in the Labadie
        coal-fired power plant plume near St. Louis,  Size distri-
'        butions measured above a few hundred meters above the
        ground generally have a rather small coarse particle mode	     5-50
5-25    Incursion of aged smog from Los Angeles at the Goldstone
        tracking station in the Mojave Desert in California	     5-51
5-26    Sudden growth of the coarse particle mode due to local dustv
        sources measured at the Hunter-Liggett Military Reservation
        in California.  This shows the independence of the
        accumulation and coarse particle mode	,.-,	     5-52
5-27    Inhalable particle network sites established as of
        March 19, 1980		     5-54
5-28    Contour maps of sulfate concentrations for 1974 are shown for:
        (a) annual average; (b) winter average; (c) summer average	     5-59
5-29    Intensive Sulfate Study area in eastern Canada shows the
        geometric mean of the concentration of soluble particulate
        sulfate during the study period.  Units are micrograms of
        sulfate per cubic meter	     5-61
5-30    Map of SURE region shows locations of ground measurement
        stati ons	     5-62
5-31    Cumulative plots show the frequency of sulfate concentrations
        in the SURE region on the basis of the 1974-75 historical data...     5-63
5-32    Maps show the spatial distribution of number of days per month
        that the sulfate concentration equaled or exceeded 10 ug/m3	     5-65
5-33    1977 seasonal patterns of S02 emissions and 24-hr average S02
        and S04 ambient levels in the New York area are normalized to
        the  annual average val ues	     5-66
5-34    Monthly variation in monthly mean of 24-hour average sulfate
        concentration at downtown Los Angeles is compared with monthly
        mean 1973 Los Angeles County power plant S02 emissions	     5-67
5-35    Map shows annual mean 24-hr average sulfate levels in micrograms
        per cubic meter in the New York area, based on 1972 data from
        Lynn et al. (1975).  Squares are locations of three CHAMP site
        stations.  The fourth station is at the tip of Long Island
        about 160 km from Manhattan	     5-70
5-36    Distribution of annual average sulfate concentration in
        micrograms per cubic meter in the greater Los Angeles area
        based on 1972-1974 data	1	     5-71
5-37    Map shows U.S. mean annual ambient nitrate levels in micrograms
        per cubic meter	,	     5-74
5-38    Mean nitrate concentrations in micrograms per cubic meter at
        nonurban sites in the U.S. based on valid annual average from
        1971 through 1974.	,	     5-75
                                       xxi

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                             CONTENTS (continued)
Figure                                                                      Page

5-39    Calculated distribution'of aerosol constituents for two aerosol
        samples taken in the Los Angeles Basin, .-v...."	     5-82
5-40    Benzo(a)pyrene seasonality and trends (1966-75) in the
        50th and 90th percentiles for 34 NASN urban sites....	     5-84
5-41    Seasonal patterns and trends in quarterly average urban lead
        concentrations	     5-94
5-42    Regional trends in the 90th percentile of the annual averages
        for vanadi urn		"....     5-95
5-43    Seasonal variation in quarterly averages for nickel and
        vanadium at urban sites in the northeast	     5-97
5-44    Elemental compositions of some coarse particle components...	    5-102
5-45    Diurnal variation of particle concentrations and Plymouth
        Avenue traffic volume at Falls River, Mass., during March
        through June 1979 (weekdays only), shows contribution from
        reentrained particles		    5-108
5-46    Types of receptor source apportionment models	    5-110
5-47    Source contributions at RAPS sites for July-August 1976 estimated
        by chemical element balance ...-	    5-112
5-48    Monthly averages of size fractionated Denver aerosol mass and
        composition for January and May, 1979	    5-113
5-49    Aerosol source in downtown Portland, annual stratified
        arithmetic average.  Does not include the 17%, on,the average,
        of material collected with the standard Hi-Vol sampler which
        was not collected and characterized with the ERT-TSP sampler.....    5-114
5-50    Retention of Au198 labeled FegOs particles from human lungs,
        comparison of 9 non-smoking subjects with three smoker
        subjects	    5-116
5-51    Annual sulfur dioxide concentrations averaged across each
        community's indoor and outdoor network (May 1977-April 1978)	    5-119
5-52    Monthly mean SQ2 concentrations averaged across Watertown's
        indoor and outdoor network (November 1976-April 1978)	    5-120.
5-53    Monthly mean SQ^ concentrations averaged across Steubenville's
        indoor and outdoor network (November 1976-April 1978)	    5-121
5-54    Annual respirable particulate concentrations averaged across
        each community's indoor and outdoor network (May 1977-
        April 1978)	    5-130
5-55    An example of personal exposure to respirable particles	    5-132
5-56    Normalized distribution of personal (12-hour) exposure samples
        (pm/m3) for non-smoke exposed and smoke exposed samples	    5-134
5-57    Daily mean indoor/outdoor and personal concentrations (jjg/m3)
        of respirable particles.  Daily means averaged over 24 homes
        and outdoor locations and up to 46 personal samples.  Samples
        collected during May and June 1979	    5-135

6-1     Pathway processes of airborne pollutants	      6-2

6-2     Predicted deposition velocities at 1 m for M*=30 cm s   and
                                                -3
        particle densities of 1,4, and 11.5 g cm	     6-16
6-3     Basic factors influencing precipitation scavenging	     6-18
6-4     Relationship between rain scavenging rates and particle
        size.	    . 6-24
6-5     Percentages of aerosol particles of various sizes removed by
        precipitation scavenging	     6-25
                                       xxi i

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                             CONTENTS (continued)
Figure                                                                      Page

6-6     Estimated residence times for select pollutant species and
        their associated horizontal  transport .scale	     6-29
6-7     Trajectory modeling approaches are shown...	     6-34

7-1     Schematic representation of the nitrogen cycle, emphasizes human
        activities that affect fluxes of nitrogen	....;	"    7-10
7-2     Law of tolerance	     7-12
7-3     Historical patterns of fossil fuel consumption in the
        United States	     7-15
7-4     Forms of coal usage in the United States.	     7-16
7-5a    Trends in emissions of sulfur dioxide	     7-17
7~5b    Trends in emissions of nitrogen oxides	     7-17

7-6     Characterization of U.S. SO  emissions density by state	     7-18
7-7     Characterization of U.S. NO  emissions density by state	     7-19
7-8     Trends in mean annual concentrations of sulfate, ammonium,
        and nitrate in precipitation	     7-24
7-9     Comparison of weighted mean monthly concentrations of sulfate in
        incident precipitation collected in Walker Branch Watershed,
        Tennessee (WBW) and four MAP3S precipitation chemistry monitoring
        stations in New York, Pennsylvania, and Virginia 	     7-27
7-10    Seasonal variations in pH (A) and ammonium and nitrate
        concentrations (B) in wet-only precipitation at Gainesville,
        Florida...	     7-28
7-11    Seasonal variations of precipitation pH in the New York
        Metropol itan Area	     7-31
7-12    History of acidic precipitation at various sites in and
        adjacent to State of New York	     7-32
7-13    pH of rain samples as measured in the laboratory and used in
        combination with the reported amount of precipitation.....	     7-35
7-14    Annual mass transfer rates of sulfate expressed as a percentage
        of the estimated total annual flux of the element to the forest
        floor beneath a representative chestnut oak stand	     7-37
7-15    Schematic representation of the hydrogen ion cycle.	     7-39
7-16    pH and calcium concentrations in lakes in northern and northwestern
        Norway sampled as part of the regional survey of 1975, in lakes in
        northwestern Norway sampled in 1977 (o) and in lakes in southernmost
        and southeastern Norway sampled in 1974 (o)	     7-43
7-17    The pH value and sulfur loads in lake waters with extremely
        sensitive surroundings (curve 1) and with slightly less
        sensitive surroundings (curve 2)....,	     7-44
7-18    Total dissolved Al as a function of pH level in lakes in
        acidified areas in Europe and North America..	     7-45
7-19    pH levels in Little Moose Lake, Adirondack region of New York
        State, at a depth of 3 meters and at the lake outlet	,:...     7-47
7-20    Numbers of phytoplankton species in 60 lakes having different
        pH values on the Swedish West Coast, August 1976 are compared	     7-51
7-21    Percentage distribution of phytoplankton species and their
        biomasses.  September 1972, West Coast of Sweden	     7-52
7-22    The number of species of crustacean zooplankton observed in
        57 lakes during a synoptic survey of lakes in southern Norway....     7-56
7-23    Frequency distribution of pH and fish population status in  .
        Adirondack Mountain lakes greater than 610 meters elevation	     7-60


                                       xx i i 1

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                             CONTENTS (continued)
Figure                                                                      Page

7-24    Frequency distribution of pH and fish population status in 40
        Adirondack lakes greater than 610 meters elevation, surveyed
        during the period 1929-1937 and again in 1975	     7-61
7-25    Norwegian salmon fishery statistics for 68 unacidified and 7
        acidified rivers	     7-62
7-26    Showing the exchangeable ions of a soil with pH 7; the soil

        solution composition, and the replacement of Na  by H  from

        acid rain	     7-71
7-27    Regions in North America with lakes that are sensitive to acidi-
        fication by acid precipitation by virtue of their underlying
        bedrock characteristics	     7-96
7-28    Soils of the eastern United States sensitive to acid rainfall
        are mapped	    7-100

8-1     Map of the United States indicating major areas-of sulfur-
        deficient soils	      8-8
8-2     Conceptual model of the factors involved in air pollution
        effects (dose-response) on vegetation	     8-16
8-3     The sulfur cycle	     8-45


9-1     Map shows median yearly visual range (miles) and isopleths for
        suburban/nonurban areas, 1974-76	      9-3
9-2     Median summer visual range (miles) and isopleths for suburban/
        nonurban areas, 1974-76	      9-3
9-3     (A) A schematic representation of atmospheric extinction,
        illustrates (i) transmitted, (ii) scattered, and (iii) absorbed
        light.   (B) A schematic representation of daytime visibility
        illustrates:  (i) light from target reaching observer,
        (ii) light from target scattered out of observer's line of
        sight,  (iii) air light from intervening atmosphere, and
        (iv) air light constituting horizon sky	      9-4
9-4     The apparent contrast between object and horizon sky decreases
        with increasing distance from the target.   This is true for
        both bright and dark objects	      9-5
9-5     Mean contrast threshold of the human eye for 50% detection
        probability as a function of target angular diameter and adaption
        brightness (candles/m ) for targets brighter than their background.
        Daytime adaptation brightness is usually in the range 100 to
        10,000 candles/m2	      9-8
9-6     Inverse proportionality between visual range and the scattering
        coefficient,  a  , as measured at the point of observation	     9-10

9-7     Extinction efficiency factor (Qex+.) of a single spherical

        particle as a function of diameter for a non-absorbing par-
        ticle of refractive index (1.5-O.Oi) and wavelength 0.55 urn	     9-12
9-8     Extinction efficiency factor (Qext) of a single spherical
        particle as a function of diameter for an absorbing particle
        of refractive index (2.0, -1.0) and wavelength 0.55 urn	     9-12
                                     xxiv

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                             CONTENTS (continued)
9-9     For a light-scattering and absorbing particle, the scattering
        per volume concentration has a strong peak at particle
        diameter of 0.5 urn (m = 1.5-0.05i; wavelength = 0.55 pm).
        However, the absorption per aerosol volume is only weakly
        dependent on particle size.  Thus the light extinction by
        particles with diameter less than 0.1 pm is primarily due to
        absorption.  Scattering for such particles is very low.   A
        black plume of soot from an oil burner is a practical
        example.	,	.,   9-22
9-10    (A) Calculated scattering coefficient per unit mass
        concentration at a wavelength of 0.55 pm for absorbing and
        nonabsorbing materials is shown as a function of diameter for
        single-sized particles	   9-23
9-11    For a typical aerosol volume (mass) distribution, the calculated
        light-scattering coefficient is contributed almost entirely by
        the size range 0.1-1.0 (jm.  The total a   and total aerosol

        volume concentration are proportional to the area under the
        respective curves			   9-24
9-12    Scattering-to-volume concentration ratios are given for various
        size distributions.  The ratio values for accumulation (fine)
        and coarse modes are shown by dashed lines corresponding to
        average empirical size distributions reported by Whitby and
        Sverdrup (1980)	,	;.......	   9-26
9-13    Simultaneous in situ monitoring of a   and fine-particle mass
                                            sp
        concentration in St. Louis in April 1973 showed a high correla-
        t4ion coefficient of 0.96, indicating that a   depends primarily
        on the fine-particle concentration	P	   9-28
9-14    Aerosol mass distributions, normalized by the total mass, for
        New York aerosol at different levels of light-scattering
        coefficient show that at high background visibility, the fine-
        particle mass mode is small compared with the coarse-particle
        mode.  At the low visibility level, C, 60 percent of the mass
        i s due to f i ne parti cl es		,	   9-29
9-15    Humidograms for a number of sites show the increase in o

        which can be expected at elevated humidities for specific sites
        or aerosol types (marine, Point Reyes, CA; sulfate, Tyson, MO)
        and the range observed for a variety of urban and rural sites
        (composite)	   9-35
9-16    Relative size growth as a function of relative humidity for an
        ammonium sulfate particle at 25°C	   9-37
9-17    Fine mass concentration (determined from equilibrated filter)
        corresponding to 4.8 km visual range, as a function of K and y,
        where K equals the Koschmieder constant (-log  E), and y equals
        0   +0  /fine mass concentration	   9-44
9-18    Visual range as a function of fine mass concentration (deter-
        mined from equilibrated filter) and y, assuming K = 3.9		   9-45
9-19    Hi-storical trends in hours of reduced visibility at Phoenix
        and Tucson are compared with trends in SOX emissions from
        Arizona copper smelters	   9-50
                                     xxv

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                             CONTENTS (continued)
Figure                                                                      Page

9-20    Seasonally adjusted changes in sulfate during the copper strike
        are compared with the geographical distribution of smelter SO
        emissions	    9-51
9-21    Seasonally adjusted percent changes in visibility during the
        copper strike are compared with the geographical distribution of
        smelter SO  emissions	    9-52

9-22    The locations of sampling sites and smelters and the mean surface
        wind vectors at each sampling site from August 1979 through
        September 1980.	    9-55
9-23    Particle light extinction (cr   + cr  ) budget for the low visibil-
                                    sp    ap
        ity southern California incursion (June 30) and a clear day
        (July 10)	    9-56
9-24    Compared here are summer trends of U.S. coal consumption
        and Eastern United States extinction coefficient.	    9-58
9-25    In the 1950's, the seasonal coal consumption peaked in the winter
        primarily because of increased residential and railroad use.  By
        1974, the seasonal pattern of coal usage was determined by the
        winter and summer peak of utility coal usage.  The shift away
        from a winter peak toward a summer peak in coal consumption is
        consistent with a shift in extinction coefficient from a winter
        peak to a summer peak in Dayton, OH, for 1948-52	    9~58
9-26    In 1974, the United States winter coal consumption was well
        below, while the summer consumption was above, the 1943 peak.
        Since 1960 the average growth rate of summer consumption was 5.8
        percent per year, while the winter consumption increased at only
        2.8 percent per year	    9-59
9-27    Trends in the light extinction coefficient (°~ext) in the Eastern
        United States are shown by region and by quarters; 1 (winter), 2
        (spring), 3 (summer), 4 (fall)	    9-60
9-28    The spatial distribution of 5-year average extinction coeffi-
        cients shows the substantial increases of third-quarter extinc-
        tion coefficients in the Carolines, Ohio River Valley, and
        Tennessee-Kentucky area	    9-62
9-29    Average annual number of days with occurrence of dense fog.
        Coastal and mountainous regions are most susceptible to fog	    9-65
9-30    Annual percent frequency of occurrence of wind-blown dust
        when prevailing visibility was 7 miles or less, 1940-70.
        Dust is a visibility problem in the Southern Great Plains
        and Western desert regions	    9-65
9-31    Percent of daily midday measurements (1971-75) in which
        visibilities were three miles or less in the absence of fog,
        precipitation, or blowing material	    9-76
9-32    Percent of daily midday measurements (1976-80) in which visibi-
        lities were three miles or less in the absence of fog,
        precipitation, or blowing material	    9-77
9-33    Solar radiation intensity spectrum at sea level in cloudless
        sky peaks in the visible window, 0.4-0.7 urn wavelength range,
        shows that in clean remote locations, direct solar radiation
        contributes 90 percent and the skylight 10 percent of the
        incident radiation on a horizontal surface	    9-85
                                     xxvi

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                             CONTENTS (continued)
Figure                    '                          ^                        Page

9-34    Extinction of direct solar radiation by aerosols is depicted	     9-87
9-35    On a cloudless but hazy day in Texas, the direct solar radiation
        intensity was measured to be half that on a clear day, but most
        of the lost direct radiation has reappeared as skylight	     9-88
9-36    To interpret these 1961-66 monthly average turbidity data in
        terms of aerosol effects on-transmission of direct sunlight, use
                                —R
        the expression I/I  = 10  , where B is turbidity and I/I  is the

        fraction transmitted	     9-90
9-37    Seasonal turbidity patterns for 1961-66 and 1972-75 are shown for
        selected regions in the Eastern United States	     9-91
9-38    Analysis of the hours of solar radiation since the ,1950's shows
        a decrease of summer solar radiation over the Eastern United
        States.  There may be several causes for this trend, including
        an increase of cloudiness; some of the change may also be due
        to haze	     9-93
9-39    Numbers of smoke/haze days are plotted per 5 years at Chicago,
        with values plotted at end of 5-year period	     9-96
10-1    Relationship among emissions, air quality, damages and
        benefits, and policy decisions....	     10-2
10-2    Steel corrosion behavior is shown as a function of average
        relative humidity at three average concentration levels of
        sulfur dioxide	     10-6
10-3    Steel corrosion behavior is shown as a function of average
        sulfur dioxide concentration and average relative humidity	     10-7
10-4    Empirical relationship between average relative humidity and
        fraction of time relative humidity exceeded 90 percent (time
        of wetness) is shown for data from St. Louis International
        Ai rport.	     10-9
10-5    Relationship between corrosion of mild steel and corresponding
        mean S02 concentration is shown for seven Chicago sites.  (Corro-
        sion is expressed as weight loss of panel).	,,-....    10-17
10-6    Adsorption of sulfur dioxide on polished metal surfaces is
        shown at 90 percent RH	    10-22
10-7    Relationship between retained breaking strength of cotton fabrics
        and corresponding mean sulfation rate measured at selected sites
        in St. Louis area	    10-33
10-8    Dust deposit patterns with corresponding coverage (% surface
        covered) are shown	    10-44
10-9    Representation of soiling of acrylic emulsion house paint
        ,as a function of exposure time -and particle concentrations	    10-48
10-10   Increases in particulate matter concentrations are plotted
        against reductions in outdoor cleaning task benefits (1978
        dollars).  The range of benefits increases progressively as
        pollution is reduced	    10-63
10-11   Improvement in U.S. annual average S02 levels from 32 yg/m3
        in 1970 to 18 ug/m3 in 1978 has resulted in approximately $0.4
        billion in estimated economic benefit for 1978	    10-72
                                     xxv n

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                             CONTENTS (continued)
Figure                                                                      Page

11-1    Features of the respiratory tract of man used in the description
        of inhaled particles and gases with insert showing parts of a
        silicon rubber cast of. a human being showing some separated
        bronchioles to 3 mm diameter, some bronchioles from 3 mm
        diameter to terminal bronchioles, and some separated respiratory
        acinus bundles	-.	     11-5
11-2    Representation of five major mechanisms of deposition of inhaled
        airborne particles in the respiratory tract	    11-13
11-3    Deposition of monodisperse aerosols in the total respiratory
        tract for nasal breathing in humans as a function of aerody-
        namic diameter, except below 0.5 urn, where deposition is plotted
        vs. physical diameter	'.	    11-18
11-4    Deposition of monodisperse aerosols in the total respiratory
        tract for mouth breathing as a function of aerodynamic diameter,
        except below 0.5 urn, where deposition is plotted vs. physical
        diameter.	    11-19
11-5    Deposition of monodisperse aerosols in extrathoracic region for
        nasal breathing as a function of D2Q, where Q is the average
        inspiratory flowrate in liters/min	    11-21
11-6    Deposition of monodisperse aerosols in extrathoracic region for
        mouth breathing in humans as a function of D2Q, where Q is  the
        average inspiratory flowrate in liters/min	    11-22
11-7    Deposition of monodisperse aerosols in the tracheobronchial
        region for mouth breathfng in humans in percent of the aerosols
        entering the trachea as a function of aerodynamic diameter,
        except below 0.5 pm, where deposition is plotted vs. physical
        diameter as cited by different investigators	    11-24
11-8    Total and regional depositions of mono-disperse aerosols with
        mouth breathing as a function of the aerodynamic diameter for
        three individual subjects as cited by Stahlhofen et al.  (1980)...    11-26
11-9    Deposition of monodisperse aerosols in the pulmonary region for
        mouth breathing in humans as a function of aerodynamic diameter,
        except below 0.5 urn, where deposition is plotted vs. physical
        diameter	,	    11-28
11-10   Deposition of inhaled polydisperse aerosols of lanthanum oxide
        (radio-labeled with 140La) in beagle dogs exposed in a nose-
        only exposure apparatus showing the deposition fraction of
        (A) total dog, (B) tracheobronchial region, (C) pulmonary
        alveolar region, and (D) extrathoracic region	    11-30
11-11   Deposition of inhaled monodisperse aerosols of fused .alumino-
        silicate spheres in small rodents showing the deposition in the
        extrathoractc (ET) region, the tracheobronchial (TB) region,
        the pulmonary (P) region, and in the total respiratory tract	    11-31
11-12   Single exponential model, fit by weighted least-squares, of the
        buildup (based on text equation 7) and retention (based on  text
        equation 9) of zinc in rat lungs	    11-45
11-13   Comparison of sampler acceptance of BMRC and ACGIH conventions
        with the band for the experimental pulmonary deposition data of
        Figure 11-9	    11-51
                                     xxvi n

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                             CONTENTS (continued)
11-14   Division of the thoracic fraction of deposited particles into
        pulmonary and tracheobronchial fractions for two sampling con-
        ventions (ACGIH and BMRC) as a function of aerodynamic diameter,
        except below 0.5 urn, where physical diameter is used (Interna-
        tional Standards Organization, 1981).  Also shown are bands for
        experimental pulmonary deposition data from Figure 11-9 and for
        tracheobronchial (TB) deposition as a percent of particles
        entering the month,	    11-53

14-1    Martin and Bradley (1960) data as summarized by Ware et al.
        (1981) showing average deviations of daily mortality from 15-day
        moving average by concentration of smoke (BS) and $02 (London,
        November 1, 1958 to January 1, 1959)	    14-17
14-2    Linear and quadratic dose-response curves plotted on the
        scattergram of mortality and smoke for London winters 1958-59
        to 1971-72	   14-22
14-3    Hypothetical dose-response curves derived from regressing
        mortality on smoke in London, England, during winters 1958-59
        to 1971-72	   14-23
14-4    History and clinical evidence of respiratory disease- (percent) in
        5-year-olds, by pollution in area of residence..	   14-48
                                           XXIX

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                             CONTENTS (continued)



                                    TABLES

Table                 ...               ,   ,.                             page

 1-1    National estimates of particulate and  sulfur oxide emissions	     1-17
 1-2    Selected physical damage functions  related to S02 exposure	     1-46
 1-3    Effects of acute exposures to sulfur oxide on pulmonary
        function	*,..     1-58
 1-4    Relative irritant potency of sulfate species in guinea pigs
        exposed for one hour.	     1-61
, 1-5    Responses to  acute sulfuric acid exposure	     1-62
 1-6    Responses to  chronic sulfuric acid  exposure	     1-63
 1-7    Responses to  various particulate matter mixtures	     1-65
 1-8    Responses to  acute exposure combinations of S02 and some types
        of particulate matter	     1-67
 1-9    Responses to  acute exposure combinations of sulfuric acid and
        ozone	,	     1-68
1-10    Pathological  responses following chronic exposure to S02 alone
        and in combination with particulate matter	     1-69
1-11    Summary of studies on respiratory effects of S02	     1-73
1-12    Excess deaths and pollutant concentrations during severe air
        pollution episodes in London (1948-62)	     1-91
1-13    Summary of quantitative conclusions from epidemiolog.ical studies
        relating health effects to acute exposure to ambient air
        levels of S02 and PM	     1-94
1-14    Summary of quantitative conclusions from epidemiological studies
        relating health effects of chronic  exposure to ambient air
        PM and S02	    1-100
1-15    Comparison of measured components of TSP in U.S. cities (1960-
        1965) and maximum 1-hour values in  London (1955-1963)	    1-102

 2-1    Estimates of  environmental sulfur annual fluxes (tg/year)	      2-5'
 2-2    Characteristic times and lengths for observation of effects	      2-6
 2-3    Dilute sulfur dioxide-water system	     2-10
 2-4    Relative strengths of acids in water solution (25°C)	     2-13
 2-5    Rate constants for hydroxy 1, peroxy, and methoxy	     2-15
 2-6    Investigations of S02 - 02 aqueous  systems	     2-24
 2-7    Values of k   and k,  for reaction type  1	     2-26
 2-8    Values of 1C  for reaction types 2...	     2-27
 2-9    Investigations of S02 - manganese - 02 aqueous system	     2-29
2-10    Rate expression for the manganese-catalyzed oxidation	     2-30
2-11    Investigations of S02 - iron - 02 aqueous system	     2-31
2-12    Rate expression for the iron-catalyzed oxidation	     2-32
2-13    Investigations of S02 - copper - 02 aqueous systems	     2-34
2-14    Estimates of  S02 oxidation rates in well-mixed troposphere	     2-40
2~15    Estimate of global tropospheric particulate matter production
        rates.	     2-43
2-16    Particle shapes and source types.	     2-46
2-17    Deliquescence and efflorescence points of salt particles........     2-51
2-18    Sulfuric acid solution values (25°C)	     2-55,
2-19    Conditions for the single-particle  regime	     2-60
2~20    Mass transport parameters for air	     2-63
2-21    Dependence of particle behavior on  air temperature, pressure,
        and viscosity.	     2-64


                                       xxx

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                             CONTENTS (continued)
Table                              ^                                         Page

2-22    Classification of major chemical species associated with
        atmospheric particles.»	     2-77
2~23    Application of GDE to describe particle size evolution.	     2-82

 3-1    Temperature effect on collected S02-TCM samples (EPA reference
        method)	      3-6
 3-2    Performance specifications for EPA equivalent methods for S02
        (continuous analyzers).,	     3-18
 3-3    List of EPA designated equi'valent methods for S02 (continuous
        analyzers).	     3-19
 3-4    Interferent test concentrations (parts per million) used in the
        testing of EPA equivalent methods for S02	     3-20
 3-5    Comparison of EPA designated equivalent methods for S02
        (continuous analyzers)	     3-22
 3-6    Recommended physical/chemical parameters for analysis	     3-90
 3-7    Results of WMO intercomparisons on synthetic precipitation
        samp! es	,	.....	.			•	     3-94
 3-8    Coefficients of variation of WMO intercomparisons on          :
        synthetic precipitation samples	     3-95

 4-1    Two EPA estimates of 1977 emissions of particulate matter
        and sulfur oxides (106 metric tons per year)..	      4-2
 4-2    Summary of natural source particulate and sulfur emissions......      4-5
 4-3    Aerosol enrichment factors relative to A"K	      4-6
 4-4    Summary of estimated annual manmade emissions (1978)	     4-11
.4-5    (a) National estimates of particulate emissions (106 metric
        tons per year)	     4-13
        (b) National estimates of SO  emissions (106 metric tons per
        year)	     4-13
 4-6    1978 estimates of particulate and sulfur oxide emissions
        from stati onary poi nt sources	     4-14
 4-7    State-by-State listing of total particulate and sulfur oxide
        emissions from stationary point sources (1977), population,
        and density factors	     4-16
 4-8    Examples of uncontrolled particulate emission characteristics'...     4-20
 4-9    Size-specific particulate emissions from coal-fired boilers	     4-23
4-10    Trace element air emissions vs. solid waste:  percent from
        conventional stationary fuel combustion sources, and total
        (metric tons per year).	     4-25
4-11    Uncontrolled industrial process fugitive particulate emissions...    4-31
4~12    Estimated annual particulate emissions from nonindustrial
        fugitive sources	'...    4-34
4-13    Estimated particle size distributions for several
        nonindustrial fugitive source categories in California's
        south coast air basin.	    4-34

5-1     Crosstabulation of annual mean S02 concentration by method
        (bubbler or continuous) for population-oriented and for
        source-oriented center-city sites	      5-8
                                      xxxi

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                            . CONTENTS (continued)
Table                                                                       Page

5-2     Continuous S02 monitor results by region, |jg/m3	       5-9
5-3     Eleven S02 monitoring sites with the highest annual mean
        concentrations in 1978 (valid continuous sites only)	      5-11
5-4     Comparison of frequency distribution of S02 concentration (ppm)
        during 1962-67 and during 1977	     . 5-21
5-5     Range of annual geometric mean concentrations in areas with
        high TSP concentrations in 1977	      5-33
5-6     Regional summaries of TSP values from valid monitors	      5-43
5-7     Fine and coarse aerosol concentrations from some urban
        measurements compared to clean areas	      5-53
5-8     Fine fraction and coarse fraction dichotomous sampling by
        Environmental Science Research Lab, US EPA in four locations	      5-55
5-9     Recent dichotomous sampler and TSP data from selected sites--
        arithmetic averages	      5-56
5-10    Some characteristics of pollution in the New York and
        Los Angeles areas	 ....	      5-69
5-11    Primary ranking of variables for correlating airborne S0|
        in two cities based on a stepwise linear regression of
        15 variables from CHAMP and related monitoring stations	      5-72
5-12    Typical values of aerosol concentration for different
        geographic areas (annual averages)	      5-81
5-13    Annual averages of organic fractions in TSP, New York City,
        dispersion normalized	:	      5-83
5-14    Composition of the organic fraction of airborne PM
        collected in Detroit	      5-85
5-15    Comparison of urban and nonurban annual average concentrations
        for selected metals, 1970-74 (|jg/ni3)	      5-88
5-16    Ratios of urban (U) to suburban (S) concentrations in air,
        Cleveland, Ohio, area	      5-89
5-17    Correlations of chemical content with particle size	      5-90
5-18    Particulate analyses from'selected urban locations	      5-91
5-19    Trends in reported urban metal concentrations and their possible
        causes	      5-93
5-20    Coarse particle silicon, aluminum, calcium, and iron	     5-101
5-21    Relative amounts of fine, coarse, and super coarse particles at
        selected sites	     5-104
5-22    Fourteen-city study - microscopical identification of coarse
        particles collected in urban atmospheres	     5-105
5-23    Summary of indoor/outdoor (I/O) PM monitoring studies by
        method	     5-123
5-24    Measurements in principal room of study	     5-128
5-25    Measurements in various closed rooms	     5-128
5-26    Respirable particulate concentrations outdoors and indoors by
        amount of smoking	.-		     5-129

 6-1    Field measurements on the rates of S02 oxidation in plumes	      6-4
 6-2    Average dry deposition velocity of S02 by surface type	      6-9
 6-3    Laboratory measurements of deposition velocities of particles....     6-11
 6-4    Field measurements of deposition velocities of particles	     6-13
                                      xxxn

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                             CONTENTS (continued)
Tab!e                                                                       Page

 6-5    Predicted particle deposition velocities	    6-17
 6-6    Field measurements of scavenging coefficients of particles	    6-21
 6-7    Summary of select long range transport air pollution models	    6-35

 7-1    Composition of ecosystems	,	     7-8
 7-2    Mean pH values in the New York metropolitan area	.............    7-30
 7-3    Storm type classification	    7-30
 7-4    Chemical composition (Mean ± standard deviation) of acid lakes
        (pH <5) acidic precipitation (pH <4.5), and of soft-water
        lakes in areas not subject to highly acidic precipitation
        (pH>4.8)	    7-41
 7-5    pH levels identified in field surveys as critical to
        long-term survival of fish populations	    7-63
 7-6    Changes in aquatic biota likely to occur with increasing
        acidity			    7-67
 7-7    Summary of effects on aquatic organisms associated with a
        range in pH	    7-68
 7-8    Potential effects of acid precipitation on soils......	    7-72
 7-9  '  Types of direct, visible injury reported in response to
        simulated acidic wet deposition	    7-81
7-10    Thresholds for visible injury and growth effects associated with
        experimental studies of wet deposition of acidic substances.	    7-84
7-11    Lead and copper concentration and pH of water from pipes
        carrying outflow from Hinckley Basin and Hanns and Steele
        Creek Basin, near Amsterdam, New York	    7-91
7-12    Composition of rain and hoarfrost at Headingley, Leeds	    7-93
7-13    The sensitivity to acid precipitation based, on:  buffering
        capacity against pH-change, retention of H , and adverse
        •effects on soi 1 s	    7-98

 8-1    Relationship of biochemical response to visual symptoms of
        plant injury.	.-	     8-6
 8-2    Sensitivity groupings of vegetation based on visible injury
        at different S02 exposures.	    8-14
 8-3    Effects of exposure to S02 on plants under field
        conditions		-...    8-20
 8-4    The degree of injury of eastern white pine observed at various
        distances from the Sudbury smelters for 1953-63	:  ., 8r22
 8-5    Ambient exposures to sulfur dioxide that caused injury
        to vegetation.	    8-23
 8-6    Summary of the effects resulting from the exposure of
        seedling tree species  in the laboratory		.(	    8-26
 8-7    Plants sensitive to heavy metals, arsenic, and boron as
        accumulated in soils and typical symptoms expressed  	    8-39

 9-1    Particle light scattering coefficient per unit fine-mass
        concentration	    9-27
 9-2    Median percent frequency of occurrence of selected RH classes
        for 54 stations in the contiguous U.S	    9-42
                                     xxxi

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                             CONTENTS (continued)
Table                                                                       Page

 9-3    Correlation/regression analysis between airport extinction
        and copper smelter SO  emissions	     9-53
 9-4    Seasonal average percent of time when midday visibility was
        3 miles (4.8 km) or less at U.S. airports from 1951 to 1980	     9-74
 9-5    Percent of visibility measurements at 3 miles (4.8 km) or less
        at 26 U.S. airports during the summer quarter	:...     9-78
 9-6    Some solar radiation measurements in the Los Angeles area	     9-92

10-1    Some empirical expressions for corrosion of exposed ferroalloys.    10-20
10-2    Critical humidities for various metals	    10-21
10-3    Experimental regression coefficients with estimated standard
        deviations for small zinc and galvanized steel specimens
        obtained from six exposure sites	    10-25
10-4    Corrosion rates of zinc on galvanized steel products exposed to
        various environments prior to 1954	    10-26
10-5    Paint erosion rates and t-test probability data	    10-31
10-6    Mechanisms contributing to stone decay.  Principal atmospheric
        factors participating these mechanisms are denoted by solid
        circles:  secondary factors are indicated by solid triangles	    10-36
10-7    Selected physical damage functions related to S02 exposure	    10-40
10-8    Results of regression for soiling of building materials as a
        function of TSP exposure	    1Q-46
10-9    Summation of annual extra losses due to corrosion damage by air
        pollution to external metal structures for 1970	    10-52
10-10   Selected characteristics of households in four air po-llution
        zones	    10-56
10-11   27 cleaning and maintenance operations separated by sensitivity
        to air particulate levels in four pollution zones....	    10-57
10-12   Annual welfare gain from achieving primary and secondary
        standards for TSP concentration	10-62
10-13   Economic loss, materials damage attributed, to .ambient exposure
        to SOV and PM, estimated by Salmon, 1970 (in bill ions of 1970
        dollars)	|	    10-65
10-14   Estimates of materials damage attributed to SO  and PM in 1970
        (in millions of 1970 dollars)	    10-66

12-1    Lethal effects of S02	     12-9
12-2    Effects of S02 on 1 ung morphol ogy	    12-10
12-3    Effects of S02 on pulmonary function	    12-20
12-4    Effects of S02 on host defenses.	    12-23
12-5    Effects of H2S04 aerosols on lung morphology	    12-26
12-6    Respiratory response of guinea pigs exposed for 1 hour to
        particles in the Amdur et al. studies	    12-29
12-7    Effects of acute exposure to sulfate aerosols on pulmonary
        function	    12-40
12-8    Effects of chronic exposure to H2S04 aerosols on
        pulmonary function	    12-42
12-9    Effects of H2S04 on mucociliary clearance	    12-45
12-10   Effects of metals and other particles on host defense mechanisms    12-47
                                     xxxiv

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                             CONTENTS (continued)
Table                                                                       Page

12-11   Effects of acute exposure to ,SQ2 in combination with certain
        particles	    12-57
12-12   Pollutant concentrations for chronic exposure of dogs		    12-60
12-13   Effects of chronic exposure to SO  and some PM	    12-64
12-14   Effects of interaction of SO  and 03	    12-67
12-15   Potential mutagenic effects 8f S02/bisulfite	    12-73

13-1    Sensory effects of S02	     13-4
13-2    Respiratory effects of S02			     13-7
13-3    Pulmonary effects of sulfuric acid	    13-25
13-4    Pulmonary effects of aerosols	    13-33
13-5    Pulmonary effects of combined exposures to S02 and other gaseous
        air pollutants	,	    13-40

14-1    Excess deaths and pollutant concentrations during severe air
        pollution episodes in London (1948 to 1962).	    14-12
14-2    Summary of results, selected patients, 1964-65 and 1967-68	    14-29
14-3    Average deviation of respiratory and cardiac morbidity from 15-
        day moving average, by smoke level (BS)(London, 1958-60)	    14-31
14-4    Average deviation of respiratory and cardiac morbidity from 15-
        day moving average, by S02 level (London, 1958-60)		    14-31
14-5    Summary of key results regarding mortality-air pollution relation-
        ships in U.S. cities based on Lave and Seskin Model analyses for
        1960, 1969, and 1974 data.		    14-39
14-6    Summary of Lave and Seskin (1977) analysis of residuals from
        regression analysis for 1960 and 1969 U.S. SMSA data	    14-42
14-7    Summary of quantitative conclusions from epidemiological studies
        relating health effects to acute exposure to ambient air levels
        of S02 and PM			     14-52
14-8    Summary of quantitative conclusions from epidemiological studies
        relating health effects to chronic exposure to ambient air
        levels of S02 and PM	:	    14-54
14-9    Comparison or measured components of TSP in U.S. cities (196Q-
       , 1965) and maximum 1-hour values  in London (1955-1963)	—    14-55
                                     XXXV

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                           ABBREVIATIONS AND SYMBOLS
o
A
A-aDQ2
ACGIH
ACHEX
ACM
AEC
AISI
Al
AM
AQCD
AQCR
AQSM
ASTH
ATP
BaP
BHRC
BPH
BS
C
Ca2+
CA
CAA
CBM
CAMP
Angstrom
Alveolar-arterial 'difference in partial pressure of oxygen
American Conference of Governmental Industrial Hygienists
Aerosol Characterization Experiment
Atmospheric Corrosion Monitor
Atomic Energy Commission
American Iron and Steel Institute
Alumi num
Alveolar macrophage
Air Quality Criteria Document
Air Quality Control Region
Air Quality Simulation Model
American Society for Testing and Materials
Adenosine triphosphate
Benzo[a]pyrene
British Medical Research Council
Breaths per minute
British Smokeshade
Carbon
Calcium ion
Clean air                                   '
Clean Air Act
Chiorobenzilidene malonitrile
Continuous Air Monitoring Program
                                      xxx vi

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CAPITA
CC/TLC%
CH302
CH3SH
CHAMP
CHESS
Cl
CMD
CMC
CoH
co2
COPD
COS
cs2
CV

cv
Dae
Dar
DMDS
DMS
D.S.I.R.
EAA
EAC
Center for Air Pollution Impact and Trend Analysis
Closing volume
Methyl peroxy radical
Methyl mercaptan'
Community Health Air Monitoring Program
Community Health Environmental Surveillance Program
Chloride ion
Count mean diameter
Condensation nuclei counter
Coefficient of haze
Carbon dioxide
Chronic obstructive pulmonary disease
Carbonyl sulfide
Carbon disulfide
Coefficient of variation; standard deviation divided
    by the mean
Cultivar
Aerodynamic equivalent diameter
Aerodynamic resistance diameter
Project area diameter
Delta nitrogen
Dimethyl disulfide
Dimethyl sulfide
Department of Scientific and Industrial Research
Electrical aerosol analyzer
Effective area coverage
                                    xxxv11

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EDTA           Ethylenediaminetetraacetic acid....
EPA            Environmental Protection Agency
EPRI           Electric Power Research Institute
ESCA           Electron spectroscopy for chemical analysis
ET             Extrathoraci c
Fe             Iron
FegO.          Magnetite
FeOOH          Ferric oxyhydroxide
FeSO,          Ferrous sulfate
FEF            Forced expiratory flow
FEV, Q         Forced expiratory volume in 1 second
FGO            Flue gas desulfurization
FMC            Fine mass concentration
FPD            Flame-photometric detector
FRC            Functional residual capacity
FVC            Forced expiratory volume/forced vital capacity
GC             Gas chromatography
GRALE          Gamma-ray analysis of light elements
H              Hydronium ion; hydrogen ion
Hb             Hemoglobin
HpCQ,          Carbonic acid
HpO,           Hydrogen peroxide
HpSOn          Sulfurous acid
HgSO,          Sulfuric acid
HCOg           Bicarbonate ion
hi-vol         High-volume
                                     xxxviil

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HN03           Nitric acid
HO             Hydroxyl radical
HO,            Peroxy radical
HPLC           High-pressure liquid chromatography
               Bisulfite ion
ICRP           International Commission on Radiological Protection,
                Task Group on Lung Dynamics
IFR            Instrument Flight Rules
IP             Inhalable particle
IR             Investigative report
ISP            Interstate Surveillance Program
Kg             Kilogram
K              Potassium ion
KPH            Potassium acid phthalate
LC             Lethal concentration
LDH            Lactate dehydrogenase
LEB            Light extinction budget
M              Meter
MAP3S          Multi-state Atmospheric Power Production Pollution Study
MEF            Maximum expiratory flow (pulmonary measurement)
MEFj-nVC        Maximum expiratory flow measured when half the vital
                capacity tias been expelled
MEFR           Maximum expiratory flowrate
mg             Milligram
ug             Microgram
    2
rag/m"           Milligrams per cubic meter
    •q
Mg/m           Micrograms per cubic meter
                                    xxx ix

-------
mm
Mm
MM
MMAD
MMAO
    ar
MHFR
MRI
MTB
MVD
Mg2*
MnCl£
NAAQS
Na+
NaCl
NAD/NAOP
NADB
NAMS
NAPCA
NASN
NBS
NEDS
NH*
NH3
NH4N03
MilH meter
Micrometer
Million metric
Mass median aerodynamic diameter
Mass median aerodynamic resistance diameter
Mass median diameter
Maximal mid-expiratory flowrate.  Also known as
Midwest Research Institute
Methyl thymol blue
Mean volume diameter
Magnesium ion
Manganese chloride
National Ambient Air Quality Standard
Sodium ion
Sodium chloride
Pyrimidine nucleotides
National Aerometric Data Bank
National Air Monitoring Station
National Air Pollution Control Association
National Air Surveillance Network
National Bureau of Standards
National Emissions Data System          •
Ammonium ion
Ammonia
Ammonium nitrate
Ammonium sulfate.
                                     xl

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NIOSH
N02
HO'
NPK
NRC/NAS
°3
OBAQI
ODS
OECD
OH
P
PaC02
Pa02
PAH
Pb02
PEFR
PFT
pHa
PM
PMT
POM
ppb
ppm
PVC
Raw
Ammonium bisulfate
National Institute for Occupational Safety and Health
Nitrogen dioxide
Nitrate ion
Nitrogen, phosphorus, potassium
National Research Council/National Academy of Sciences
Ozone
Observer-based air quality index
Octadecylsilyl
Organization for Economic Cooperation and Development
Hydroxyl radical
Pulmonary
Partial pressure of carbon dioxide in the arterial blood
Partial pressure of oxygen in the arterial blood
Polycyclic aromatic hydrocarbons
Lead dioxide
Peak expiratory flowrate
Pulmonary function test
Arterial pH
Particulate matter
Photomultiplier tube
Polycyclic organic matter
Parts per billion
Parts per million
Polyvinyl chloride
Airway  resistance (pulmonary measurement)
                                     xli

-------
Rt
R'APS
RH
RHC
Rl
RMS
RSD
RSSO~
RUDS
RV
S
SAROAD
SEM
SES
SGaw
Si02
SLAMS
SMSA
SO,
SO,
S0x
SPM
SRaw
SRM
SSI
Total respiratory flow resistance (pulmonary measurement)
Regional Air Pollution Study
Relative humidity
Reactive hydrocarbons
Pulmonary flow resistance
Root mean square
Recommended site distances
Plasma S-sulfonate
Reflection unit dirt shade
Residual volume (pulmonary measurement)
Sulfur
Storage and Retrieval of Aerometric Data
Scanning electron microscopy
Socioeconomic status
Specific airway conductance
Silicon dioxide
State and Local Air Monitoring Stations
Standard metropolitan statistical area
Sulfur dioxide
Sulfur trioxide ion
Sulfite ion
Sulfate ion
Sulfur oxides
Suspended particulate matter               :
Specific airway resistance
Standard reference material
Size selective inlet
                                    xlii

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SURE
TB
TB,2
TCM
TGV
TiO£
TLC
TLV
TMR
TMTR
TSP
"t" test
TV
UNAMAP
u. v.
o
V
 max 50% and
 75%, etc.
VC
Ve or Ve
VFR
VISTTA

WHO
WMO
Sulfate Regional Experiment
Tracheobronchial
Bronchial mucociliary clearance half-time
Tetrachloromercurate
Thoracic gas volume
Titanium dioxide
Total lung capacity
Threshold limit value
Total mortality rates
Tracheal mucus transport rate
Total suspended particulate matter
Student's statistical test
Tidal volume (pulmonary measurement)
User's Network for Applied Modeling of Air Pollution
Ultraviolet
Flowrate during forced expiration (pulmonary measurement)
Maximum flowrate calculated at 50 and 75% of expired vital
capacity from a partial flow volume curve begun from approxi-
mately 60% of inspired vital capacity
Vital capacity (pulmonary measurement)
Minute ventilation or minute volume (pulmonary measurement)
Visual Flight Rules
Visibility Impairment Due to Sulfur Transport and Transformation
in the Atmosphere
World Health Organization
World Meteorological Organization
                                    xl i i i

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WTA            Willingness to accept compensation
WTP            Willingness to pay
ZAPS           Zonal air pollution system
                                     xl i v

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                      AUTHORS, CONTRIBUTORS AND REVIEWERS


The following people served on "the EPA task force responsible for the
preparation of this document.  Within categories of principal author,
contributors and reviewers, names are in alphabetical 'order.


                       Chapter1.  Executive Summary


Authors and Contributors

Mr. Robert D. Bauman, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Mr. Michael A. Berry, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. Ronald L. Bradow, Environmental Sciences Research Laboratory, Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.

Ms. F. Vandiver P. Bradow, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. Robert M. Bruce, Environmental Criteria and Assessment Office,-
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. J. Michael Davis, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. Kenneth L. Demerjian, Environmental Sciences Research Laboratory,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. Jack L. Durham, Environmental Sciences Research Laboratory, Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.

Mr. Thomas G. Ellestad, Environmental Sciences Research Laboratory, Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.

Dr. J. H. B. Garner, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.
                                      xlv

-------
Dr. Judith A. Graham, Health Effects Research Laboratory, Office of Research
     and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Lester D. Grant, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. Steven M. Horvath, Institute of Environmental Stress, University of
     California, Santa Barbara, California  93106.

Mr. James Kawecki, Center for Health and Environmental Studies, Biospherics
     Incorporated, Rockville, Maryland  20852.

Dr. Si Duk Lee, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Daniel B. Menzel, Department of Pharmacology and Medicine, Duke University,
     Durham, North Carolina  27710.

Dr. Frederick J. Miller, Health Effects Research Laboratory, Office of Research
     and Development, U.S. Environmental Protection Agency, Research Triangle
     Park, North Carolina  27711.

Mr. Thomas B. McMullen, Environmental Criteria and Assessment Office, Office
     of Research and Development,  U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Mr. Charles E. Rodes, Environmental Monitoring Systems Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711,

Dr. David E. Weil, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.


               Chapter 2.  Physical and Chemical Properties
                  of Sulfur Oxides and Parti cut ate Matter


Principal Author

Dr. Jack L. Durham, Environmental  Sciences Research Laboratory, Office
     of Research and Development,  U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.

Contributors

Dr. Kenneth L. Demerjian, Environmental Sciences Research Laboratory, Office
     of Research and Development,  U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.
                                     xlvi

-------
Dr.  Harold M.  Barnes, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr.  William E.  Wilson, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Reviewers

Dr.  A. Paul Altshuller, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr.  Bruce Appel,  Air and Industrial Hygiene Labs, California Department of
     Health Services, Berkeley, California  .94704.

Dr.  James Brock,  University of Texas, Austin, Texas  78712,

Dr.  Warren Galke, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. -Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr.  Walter John,  Air and Industrial Hygiene Labs, California Department of
     Health Services, San Francisco, California.

Dr.  Dale Lungren, University of Florida, Gainesville, Florida  32611.

Dr.  Robin Martin, Aerospace Corporation, Los Angeles, California.

Mr.  Thomas B. McMullen, Environmental Criteria and Assessment Office,. Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.
           •*'''«.       • '                             >                  '
Dr.  David Natusch, Department of Chemistry, Colorado State University, Fort.
     Collins, Colorado  80523.

Dr.  Leonard Newman, Brookhaven National Labs, Upton, New York.  11973.

Dr.  David Pui, Mechanical Engineering Department, University of Minnesota,
     Minneapolis, Minnesota  55455.

Mr.  Robert Shaw, Environmental Sciences Research  Laboratory, Office of
     Research and Development,.U.S. .Environmental protection Agency, Research
     Triangle Park, .North Carolina  27711.

Dr.  Roger Tanner, Brookhaven National Labs, Upton, New York  11973.

Dr.  James Wedding, Colorado State  University, Fort Collins, Colorado  80523.

Dr.  Kenneth Whitby, Mechanical Engineering Department, University of
     Minnesota, Minneapolis, Minnesota  55455.
                                    xlvii

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               Chapter 3.  Techniques for the Collection and
              Analysis of Sulfur Oxides,Particulate Matter,
                         and Acidic Precipitation.


Principal Authors

Mr. Larry J. Purdue, Environmental Monitoring Systems Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina.  27711.

Mr. Kenneth A.  Rehme, Environmental Monitoring Systems Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Mr. Charles E.  Rodes, Environmental Monitoring Systems Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

V. Ross Highsmith, Environmental Monitoring Systems Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Contributors

Mr. Thomas Hart!age, Environmental Monitoring Systems Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Mr. James Kawecki, Center for Health and Environmental Studies, Biospherics
     Incorporated, Rockville, Maryland  20852.

Dr. William McClenny, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Reviewers

Dr. Bruce Appel, Air and Industrial Hygiene Labs, California Department of
     Health Services, Berkeley, California  94704.

Dr. James Brock, University of Texas, Austin, Texas  78712.

Dr. Robert J. Charlson, Department of Atmospheric Chemistry, University of
     Washington, Seattle, Washington  98195.

Dr. Douglas Dockery, Harvard School of Public Health, Boston, Massachusetts
     02115.

Dr. Warren A. Galke, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.
                                    xlviii

-------
Dr. Thomas R.  Mauser, Environmental Monitoring Systems Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. John Holmes, California Air Resources Board, Sacramento, California  95819.

Dr. Walter John, Air and Industrial Hygiene Labs, California Department of
     Health Services, San Francisco, California.

Dr. Daris Levaggi, Bay Area Air Quality Management District, San Francisco,
     California.

Dr. Dale Lungren, Environmental Engineering Department, University of Florida,
     Gainesville, Florida  32611.

Mr. Thomas B.  McMullen, Environmental Criteria and Assessment Office, Office
     of Research and Development,  U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. David Natusch, Department of Chemistry, Colorado State University, Fort
     Collins,  Colorado  80523.

Dr. Leonard Newman, Brookhaven National Labs, Upton, New York  11973.

Dr. David Pui, Mechanical Engineering Department, University of Minnesota,
     Minneapolis, Minnesota  55455.

Ms. Laura.Scoville, Environmental  Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agencyt Research
     Triangle Park, North Carolina  27711.

Mr. Robert Shaw, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Mr. Robert Stevens, Environmental  Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Roger Tanner, Brookhaven National Labs, Upton, New York  11973.

Dr. James Wedding, Engineering Research Center, Colorado State University,
     Fort Collins, Colorado  80523.
                     Chapter 4.  Sources and Emissions
Principal Authors
Dr. James N. Braddock, Environmental Sciences Research  Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  .27711.


                                    xlix

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Mr. Jeff Mel ing, Radian Corporation, Austin, Texas.

Dr. John W. Winchester, Department of Oceanography, Florida State University,
     Tallahassee, Florida .32306.

Contributors

Dr. Lester D.  Grant, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Mr. Thomas B.  McMullen, Environmental Criteria and Assessment Office, Office
     of Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Mr. Elmer Robinson, Chemical Engineering Department, Washington State University,
     Pullman,  Washington  99164.

Reviewers

Dr. August T.  Rossano, Civil Engineering Department, University of Washington,
     Seattle,  Washington  98195.

                 Chapter 5.   Environmental Concentrations
                               and Exposure

Principal Authors

Dr. Ronald L.  Bradow, Environmental Sciences Research Laboratory, Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.

Dr. John D. Spengler, Environmental Health, Harvard School of Public
     Health, Boston, Massachusetts  02115.

Contributor

Dr. John S. Evans, Environmental Health, Harvard School of Public
     Health, Boston, Massachusetts  02115.

Mr. Douglas B. Fennel!, Environmental Criteria and Assessment Office, Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina 27711.

Reviewers

Dr. Robert Braman, Department of Chemistry, University of South Florida, Tampa,
     Florida  33620.

Dr. Cliff I. Davidson, Department of Civil Engineering, Carnegie-Mellon
     University, Pittsburgh, Pennsylvania  15213.

Dr. Douglas Dockery, Harvard School of Public Health, Boston, Massachusetts
     02115.

                                      1

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Dr.  John Holmes, Research Division, California Air Resources Board,
     Sacramento, California  95812.

Dr.  Paul Lioy, Institute of Environmental Medicine, New York University
     Medical Center, New York, New York  10016.

Dr.  James P. Lodge, Boulder, Colorado  80303.

Mr.  Thomas B. McMullen, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr.  Kenneth E. Noll, Department of Environmental Engineering, Illinois
     Institute of Technology, Chicago, Illinois  60616.

Dr.  August T. Rossano, Civil Engineering Department, University of
     Washington, Seattle, Washington  98195.


             Chapter 6.  Atmospheric Transport, Transformation
                              and Deposition


Principal Author

Dr.  Kenneth L. Demerjian, Environmental Sciences Research  Laboratory,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Reviewers

Dr.  'A. Paul Altshuller, Environmental Sciences Research Laboratory,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr.  Frank Binkowski, Environmental Sciences Research Laboratory,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr.  Jeremy Hale, Battelle Pacific Northwest Research Laboratory, Richland,
     Washington  99352.

Dr.  Rudolf Husar, Department of Mechanical Engineering, Washington
     University, St. Louis, Missouri  63130.

Dr.  Paul Lioy, Institute of Environmental Medicine, New York University
     Medical Center, New York, New York  10016.

Mr.  Thomas B. McMullen, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr;  Jarvis L. Moyers, Department of Chemistry, University  of Arizona,
     Tucson, Arizona  85721.


                                       11

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Dr. Kenneth E. Noll, Department of Environmental Engineering, Illinois
     Institute of Technology, Chicago, Illinois  60616.

Dr. August T. Rossano, Civil Engineering Department, University of
     Washington, Seattle, Washington  ,98195.

Dr. Jack Shreffler, Environmental Sciences Research Laboratory,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. Warren H. White, CAPITA, St. Louis, Missouri  63130.


                       Chapter 7.  Acidic Deposition


Principal Authors

Dr. Joan Baker, School of Forestry and Environmental Studies, Duke University,
     Durham, North Carolina  27706.

Dr. J..H. B. Garner, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Contributors

Mr. Angelo P. Capparella, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.

Dr. J.  Michael Davis, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection
     Agency, Research Triangle Park, North Carolina  27711.


Reviewers

Dr. Martin Alexander, Department of Agronomy, Cornell University, Ithaca,
     New York  14853.

Dr. David S. Anthony, Department of Botany, University of Florida,
     Gainesville, Florida  32611.

Dr. Carl W. Chen, Tetratech, Inc., Lafayette, California  94549.

Dr. Charles Cogbill, Private Consultant, Denver, Colorado  80220.

Dr. Ellis B. Cowling, School of Forest Resources, North Carolina State
     University, Raleigh, North Carolina  27650.

Dr. Lance S. Evans, Department of Biology, Manhattan College, Bronx, New
     York  10471.
                                      lil

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Mr. Patrick J. Festa, Bureau of Fisheries, New York State Department of
     Environmental Conservation, Albany, New York  12233.

Dr. Robert A. Goldstein, Environmental Assessment Department, Electric Power
     Research Institute, Palo Alto, California  94303.

Or. Bertil Hagerhall, Ministry of Agriculture, Stockholm, Sweden.

Dr. George R. Hendrey, Department of Energy and Environment, Brookhaven
     National Laboratory, Upton, New York  11973.

Dr. Patricia M.  Irving, Argonne National Laboratories, Argonne, Illinois
     60439.

Dr. Jay S. Jacobson, Boyce Thompson Institute at Cornell University,
     Ithaca, New York  14853.

Dr. Rick Linthurst, Botany Department, North Carolina State University,
     Raleigh, North Carolina  27650,  •

Dr. Samuel N. Linzon, Air Resources Branch, Ontario Ministry of the
     Environment, Toronto, Canada.

Dr. William W. McFee, Natural Resources and Environmental Sciences,
     Purdue University, West Lafayette, Indiana  47907.

Dr. Charles Powers, Environmental Research Laboratory, Office of Research
     and Development, U.S. Environmental Protection Agency, Corvallis,
     Oregon  97330.

Dr. Carl L. Schofield, Department of Natural Resources,-Cornell University,
     Ithaca, New York  14853.

Dr. David  Shriner, Oak Ridge National Laboratory, Oak Ridge, Tennessee
     37830.

Dr. David  Weber, Office of Research and Development, U.S. Environmental
     Protection Agency, Washington, D.C.  20460.
                     Chapter 8.  Effects on Vegetation
Principal Authors
Dr.  Lance W. Kress, Radiological and Environmental Research Division, Argonne
     National  Laboratory, Argonne,  Illinois  60439.

Dr.  Samuel B.  McLaughlin, Oak Ridge Union Carbide, Oak Ridge, Tennessee
     37830.

Dr.  John M.  Skelly, Department of Plant  Pathology and Physiology, Virginia
     Polytechnic  Institute & State  University, Blacksburg, Virginia  24061.
                                      1111

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Contributors

Mr. Michael A. Berry, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection .Agency, Research
     Triangle Park, North Carolina  27711.                      -

Mr. Angelo P. Capparella, Environmental Criteria and Assessment Office, Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.

Dr. 0.  H. B. Garner, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Lester D. Grant, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Sagar V. Krupa, Department of Plant Pathology, University of Minnesota,
     St. Paul, Minnesota  55108.

Dr. George E. Taylor, Oak Ridge National Laboratory, Oak Ridge, Tennessee
     37830.

Reviewers

Dr. Donald Davis, Pennsylvania State University, State College,
     Pennsylvania  16801.-

Dr. Lance S. Evans, Department of Biology, Manhattan College, New York,
     New York  10471.

Dr. Walter Heck, Science and Education Administration, U.S. Department of
     Agriculture, Botany Department, North Carolina State University, Raleigh,
     North Carolina  27650.

Dr. Allen Heagle, Science and Education Administration, U.S. Department of
     Agriculture, Department of Plant Pathology, North Carolina State
     University, Raleigh, North Carolina  27650.

Dr. Howard E. Heggestad, Science and Education Administration, U.S. Department
     of Agriculture, Beltsville, Maryland  20705.

Dr. Herbert C. Jones, Air Resources Program, Tennessee Valley Authority,
     Muscle Shoals, Alabama  35660.

Dr. Allan H. Legge, Environmental Science Center, University of Calgary,
     Alberta, Canada.

Dr. Samuel N. Linzon, Air Resources Branch, Ontario Ministry of the Environ-
     ment, Toronto, Canada.

Dr. Delbert C. McCune, Boyce Thompson Institute at Cornell University, Ithaca,
     New York  14853.


                                     liv

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Dr.  David Shriner, Oak Ridge National Laboratory, Oak Ridge, Tennessee  37830.
Dr.  Raymond Wilhour, Environmental Research Laboratory, Office of Research and
     Development, U.S.  Environmental Protection Agency, Corvallis, Oregon  97330.

               Chapter 9.  Effects 'on Visibility and Climate

Principal Authors
Mr.  Thomas G. Ellestad, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.
Mr.  James Kawecki, Center for Health and Environmental Studies, Biospherics,
     Incorporated, Rockville, Maryland  20852.
Contributors
Ms.  F.  Vandiver P. Bradow, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.
Dr.  Rudolf Husar, Department of Mechanical Engineering, Washington University,
     St. Louis, Missouri  63130.
Dr.  David Patterson, CAPITA, Washington University, St. Louis, Missouri  63130.
Dr.  Charles Sternheim, University of Maryland, College Park, Maryland  20742.
Dr.  Warren H. White, CAPITA, Washington University, St. Louis, Missouri  63130.
Reviewers
Dr.  Janja Husar, Washington University, St. Louis, Missouri  63130.
Dr.  James P.. Lodge, Boulder, Colorado  80303.
                     Chapter 10.  Effects on Materials
Principal Author
Ms/ F. Vandiver P. Bradow, Environmental Criteria and Assessment Office,
     Office of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.
Contributors
Mr. Michael A. Berry, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.
                                       Iv

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Dr. John A. Jaksch, Rogers, Golden & Halpern, Reston, Virginia  22091.

Mr, James Kawecki, Center for Health and Environmental Studies, Biospherics,
     Incorporated, Rockville,. Maryland  20852.

Dr. David Maase, Center for Health and Environmental Studies, Biospherics,
     Incorporated, Rockville, Maryland  20852.

Dr. Victor S. Salvin, University of North Carolina, Greensboro, North Carolina
     27408.

Reviewers

Dr. Ronald L. Bradow, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Donald J. Gillette, Health Effects Research Laboratory, Office of Research
     and Development, U.S. Environmental Protection Agency, Research Triangle
     Park, North Carolina  27711.

Mr.- Fred Haynie, Environmental Sciences Research Laboratory, Office of Research
     and Development, U.S. Environmental Protection Agency, Research Triangle
     Park, North Carolina  27711.

Dr. James P. Lodge, Boulder, Colorado  80303.

Mr. Thomas B. McMullen, Environmental Criteria and Assessment Office, Office
     of Research and Development, U.S. Environmental Protection .Agency, Research
     Triangle Park, North Carolina  27711.

Mr. John W. Spence, Regional Support Services, Office of Research and Develop-
     ment, U.S. Environmental Protection Agency, Research Triangle Park, North
     Carolina  27711.

Mr. James B. Upham, Environmental Sciences Research Laboratory, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Phillippus Willems, Biospherics, Incorporated, Rockville, Maryland  20852.

Mr. John Yocom, TRC Environmental Consultants, Wethersfield, Connecticut
     06109.


                  Chapter 11.  Respiratory Deposition and
                Biological Fate of InhaledAerosols and SOp


Principal Authors

Mr. Frederick J. Miller, Health Effects Research Laboratory, Office of Research
     and Development, U.S. Environmental Protection Agency, Research Triangle
     Park, North Carolina  27711.


                                      Ivi                       '            '

-------
Dr. Otto G. Raabe, Department qf Civil Engineering, University of California,
     Davis, California  95616;

Contributors

Ms. Margaret Grady, Northrop Services, Inc., Research Triangle Park, North
     Carolina  27709.

Dr. Amit Patra, Northrop Services, Inc., Research Triangle Park, North Caro-
     lina  27709.

Dr. David E. Weil, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Reviewers

Dr. Douglas Craig, Toxicology Division, Litton Bionetics, Rockville,
          Maryland  20850.

Dr. Richard Cuddihy, Lovelace Biomedical and Environmental Research Institute,
    .Albuquerque, New Mexico  87115.

Dr. Warren Johnson, SRI International, Menlo Park, California  94025.

Dr. George Kanapilly, Lovelace Biomedical and Environmental Research Institute,
     Albuquerque, New Mexico  87115.

Dr. Myron Mehlman, Toxicology Division, Mobil Oil Corporation, Princeton,
     New' Jersey  08540.

Dr. Paul Morrow, University of Rochester Medical Center, Rochester, New York
     14642.

Dr. Mohammad Mustafa, School of Public Health, University of California, Los
     Angeles, California  90024.

Dr. Robert Phalen, Department of Community and Environmental Medicine,
     University of California, Irvine, California  92717.

Dr. David  L. Swift, School of Hygiene and Public Health, The Johns Hopkins
     University, Baltimore, Maryland  21205.

Dr. Walter Tyler, Department of Anatomy, California Primate Research Center,
     University of California, Davis, California  95616.

Dr. Ron Wolff, Lovelace Biomedical and Environmental Research Institute,
     Albuquerque, New Mexico  87115.

Dr. C. P. Yu, Department of Engineering Science, State University of New York
     at Buffalo, Buffalo, New York  14214.
                                     Ivii

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                     Chapter 12.  Toxicological Studies
.Principal Authors
 Dr. Judith A. Graham, Health Effects Research Laboratory, Office of Research
      and Development, U.S. Environmental Protection Agency, Research Triangle
      Park, North Carolina  27711.

 Dr. Daniel B. Henzel, Department of Pharmacology and Medicine, Duke
      University, Durham, North Carolina  27710.

 Ms, Elaine Smolko, Department of Pharmacology and Medicine, Duke University,
      Durham, North Carolina  27710.

 Contributors

 Mr. Steven Silbaugh, Duke University, Durham, North Carolina  27710.

 Dr. Vic Hasselblad, Health Effects Research Laboratory, Office of Research
      and Development, U.S. Environmental Protection Agency, Research Triangle
      Park, North Carolina  27711.

 Dr. Andrew Stead, Health Effects Research Laboratory, Office of Research
      and Development, U.S. Environmental Protection Agency, Research Triangle
      Park, North Carolina  27711.

 Dr. David E. Weil, Environmental Criteria and Assessment Office, Office of
      Research and Development, U.S. Environmental Protection Agency, Research
      Triangle Park,,North Carolina  27711.

 Dr. M. Jean Wiester, Health Effects Research Laboratory, Office of Research
      and Development, U.S. Environmental Protection Agency, Research Triangle
      Park, North Carolina  27711.

 Reviewers

 Dr. Douglas K. Craig, Toxicology Division, Litton Bionetics, Rockville,
      Maryland  20850.

 Dr. T. Timothy Crocker, College of Medicine, University of California, Irvine,
      California  92717.

 Dr. Richard Ehrlich, IIT Research Institute, Chicago, Illinois  60616.

 Dr. Jack Hack'ney, Rancho Los Amigos Hospital, Downey, California  90242.

 Dr. F. Gordon Hueter, Health Effects Research Laboratory, Office of Research
      and Development, U.S. Environmental Protection Agency, Research Triangle
      Park, North Carolina  27711.

 Dr. Myron Mehlman, Toxicology Division, Mobil Oil Corporation, Princeton,
      New Jersey ' 08540.


                                      Iviii

-------
Dr.  Paul Morrow, University of Rochester Medical Center, Rochester, New
     York  14642.             ,

Dr.  Mohammed Mustafa, School of Public Health, University of California, Los
     Angeles, California  90024.

Dr.  Joseph Santodonato, Life and Material Science Division, Syracuse Research
     Corporation,  Syracuse, New York  13210.

Dr.  Robert Shapiro, Department of Chemistry,  New York University, New York,
     New York  10003.

Dr.  Walter Tyler,  Department of Anatomy, California Primate Research Center,
     University of California at Davis, Davis, California  95616.

Dr.  Ron Wolff, Lovelace Biomedical and Environmental Research Institute,
     Albuquerque,  New York  87115.
                   Chapter 13.  Controlled Human Studies
Principal Author
Dr. Steven M. "Horvath, Institute of Environmental Stress, University of
     California, Santa Barbara, California  93106.

Contributors

Dr. Robert M. Bruce, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. J. Michael Davis, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Lester D. Grant, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S. Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. David J. McKee, Environmental Criteria and Assessment Office, Office of
     Research and Development, Research Triangle Park, North Carolina  27711.

Reviewers
_ =	

Dr. Homer Boushey, Cardiovascular Research Institute, University of
     California, San Francisco, California  94143.

Dr. Phillip Bromberg, Department of Medicine, University of North Carolina,
     Chapel Hill, North Carolina  27514.

Dr. Anthony Colucci, Colucci and Associates, Morgan Hill, California  95037.
                                    lix

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Dr. Douglas K. Craig, Toxicology Division, Litton Bionetics, Rockville,
     Maryland  20850,

Dr. Richard Cuddihy, Lovelace Biomedical and Environmental Research Institute,
     Albuquerque, New Mexico  87115,

Dr. Richard Ehrlich, IIT Research institute, Chicago, Illinois  60616.

Dr. Robert Frank, Environmental Health, University of Washington, Seattle,
     Washington  98195,

Dr. Jack Hackney, Rancho Los Amigos Hospital, Downey, California  90242.

Dr. Milan Hazucha, Center for Environmental Health, University of North
     Carolina, Chapel Hill, North Carolina  27514.

Dr. Thomas J. Kulle, School of Medicine, University of Maryland, Baltimore,
     Maryland  21201.

Dr. Myron Mehlman, Toxicology Division, Mobil Oil Corporation, Princeton,
     New Jersey  08540.

Dr. Donald Proctor, The Johns Hopkins School of Hygiene, Baltimore, Maryland
   "  21205.

Dr. David L.  Swift, The Johns Hopkins University, Baltimore, Maryland  21205.
              Chapter 14.  Epidemiology Studies on the Effects
             of Sulfur Oxidesand Particulate Matter on Human
                                     Health


Principal Author

Dr. Lester D. Grant, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S.  Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Contributors

Dr. Benjamin G.  Ferris, Harvard School of Public Health, Boston, Massachusetts
     02115.

Dr. Warren A. Galke, Environmental Criteria and Assessment Office, Office of
     Research and Development, U.S.  Environmental Protection Agency, Research
     Triangle Park, North Carolina  27711.

Dr. Victor Hasselblad, Health Effects Research Laboratory, Office of Research
     and Development, U.S. Environmental Protection Agency, Research Triangle
     Park, North Carolina 27711.
                                     Ix

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Dr. Dennis J. Kotchmar, Environmental Criteria and Assessment Office, Office
     of Research and Development, U.S. Environmental Protection Agency,
     Research Triangle Park, North Carolina  27711.

Dr. Michael D. Lebowitz, Arizona Health Sciences Center, Tucson, Arizona
     85724.

Dr. Frank Speizer, Harvard School of Public Health, Boston, Massachusetts
     02115.

Dr. James H. Ware, Harvard School of Public Health, Boston, Massachusetts  02115.

Reviewers

Dr. Karim Ahmed, Natural Resources Counsel, New York, New York 10017.

Dr. Albert Bennett, St. Georges Hospital, London, England.

Dr. Steven D. Colome, Harvard School of Public Health, Boston, Massachusetts
     02115.

Dr. Anthony Colucci, Colucci and Associates, Morgan Hill, California  95037.

Dr. Inga Goldstein, Division of Epidemiology, Columbia University, New York,
     New York  10032.

Dr. Douglas I. Hammer, Private Consultant, Raleigh, North Carojina  27607.

Dr. Ian T. Higgins, School of Public Health, University of Michigan, Ann
     Arbor, Michigan  48109.

Dr. Lawrence Hinkle, Cornell University Medical School, New York, New York
     10021.

Dr. Emanuel Landau, Environmental Health Hazards Project, Chevy Chase,
     Maryland  20015.

Dr. Gory J. Love, Institute for Environmental Studies, University of North
     Carolina, Chapel Hill, North Carolina  27514.

Dr. Thaddeus J. Murawski, New York Department of Health, Albany, New
     York  12337.

Dr. Herbert Schimmgl, Neurology Department, Albert Einstein Medical
     College, Pleasantville, New York  10570,

Dr. Carl M. Shy, Institute for Environmental Studies, University of
     North Carolina, Chapel Hill, North Carolina  27514.

Dr. Larry Thibodeau, Harvard School of Public Health, Boston, Massachusetts
     02115.
                                      Ixi

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                                       Ixii

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                   CLEAN AIR SCIENTIFIC ADVISORY COMMITTEE


The substance of this document was independently peer-reviewed in public
session by the Subcommittee on Health Effects of Particulate Matter and Sulfur
Oxides and the Subcommittee on Welfare Effects of Particulate Matter and
Sulfur Oxides, Clean Air Scientific Advisory Committee, Environmental
Protection Agency Science Advisory Board.

Chairman, Clean Air Scientific Advisory Committee:

Dr. Sheldon K. Friedlander, Vice Chairman of Chemical Engineering, Department
     of Chemical, Nuclear, and Thermal Engineering, School of Engineering and
     Applied Science, University of California at Los Angeles, Los Angeles,
     California 90024

Acting Director, Science Advisory Board:

Dr. Terry F. Yosie, Science Advisory Board, United States Environmental
     Protection Agency, Washington, D.C. 20460

SUBCOMMITTEE ON HEALTH EFFECTS OF PARTICULATE MATTER AND SULFUR OXIDES

Chai rman

Dr. Vaun Newill, Associate Medical Director, Exxon Corp., 1251 Avenue of
     the Americas, New York, New York 10020

Members

Dr. Mary Amdur, Department of Nutrition and Food Science, Massachusetts
     Institute of Technology, Cambridge, Massachusetts 02139.
Dr. Judy A. Bean, College of Medicine, Department of. Preventive
          Medicine and Environmental Health, University of Iowa, Iowa
          City, Iowa 52242.

Consultants

Dr. Edward Crandall, Division of Pulmonary Disease, Department
     of Medicine, University of California at Los Angeles,
     Los Angeles, California 90024.
Dr. Bernard Goldstein, Rutgers University Medical School, Department of
     Environmental and Community Medicine, Piscataway, New Jersey 08854
Dr. Herschel Griffin, San Diego State University, School of
     Public Health, San Diego, California 92192.
Dr, Timothy Larson, Department of Civil Engineering, Mail Stop
     FC-05, University of Washington, Seattle, Washington 98195.
Dr. Morton  Lippmann, Institute of Environmental Medicine, New
     York University, New York, New York 10016.
Dr. Roger 0. McClellan, Director of Inhalation Toxicology
     Research Institute, Lovelace Foundation, P.O. Box 5890,
     Albuquerque, New Mexico 87115

                                      Ixiii

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SUBCOMMITTEE ON WELFARE EFFECTS OF PARTICIPATE MATTER AND SULFUR OXIDES

Chairman

Dr. Sheldon Friedlander, School of Engineering and.Applied Science, University
     of California at Los Angeles, Los Angeles, California 90024

Members

Mr. Harry Hovey, New York Department of Environmental Conservation, 50 Wolf
     Road, Albany, New York 12233.
Mr. Donald Pack, 1826 Opalocka Drive, McLean, Virginia 22101

Consultants

Dr. Robert Dorfman, Department of Economics, Harvard University, 325 Littauer,
     Cambridge, Massachusetts 02138
Dr. Ronald Hall, Section on Ecology and Systematics, Langmuir Laboratory,
     Cornell University, Ithaca, New York 14850
Dr. Andrew McFarland, Department of Civil Engineering, Texas A & M University
     College Station, Texas 77843
Dr. Peter McMurry, Department of Mechanical Engineering,
     University of Minnesota, 111 Church Street S.E., Minneapolis,
     Minnesota 55455
Dr. Michael Treshow, Department of Biology, University of Utah,
     Salt Lake City, Utah 84112.
                                     Ixiv

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                                     1.   EXECUTIVE SUMMARY

1.1  INTRODUCTION
1.1.1  Legal Requirements
     The purpose  of this document is to  present air quality criteria  for  participate  matter
and  sulfur  oxides  in accordance  with  Section  108(a)(2)  of the  Clean Air  Act, 42  U.S.C.
§7408(a)(2), which specifies that:
            "Air quality criteria for an air pollutant shall accurately reflect the latest
       scientific knowledge useful in indicating the kind  and extent  of all  identifiable
       effects on public health or welfare which may be expected from the presence of such
       pollutant in the  ambient  air,  in varying quantities.  The criteria for an air pol-
       lutant, to the extent practicable,  shall include information on—
            (A)  those variable  factors (including  atmospheric  conditions)  which of them-
            selves  or  in combination with  other factors may alter the  effects  on public
            health or welfare of such air pollutant;
            (B)  the types  of air pollutants  which,  when present in  the atmosphere,  may
            interact with such pollutant  to produce an adverse  effect on public health or
            welfare."
National  ambient  air  quality standards  are based  on  such  criteria  [Clean  Air  Act  Section
109(b),  42  U.S.C.  §7409(b)].   Both the  criteria and  standards  are to  be reviewed and,  as
appropriate,  revised  at five-year  intervals  beginning  not later  than  December 31,  1980
[Section 109 (d)(l), 42 U.S.C. §7409(d)(l)].
     This document constitutes a revision of separate criteria documents previously issued for
participate matter  and  sulfur oxides  (National Air Pollution Control  Administration,  1969 and
1970,  respectively).  A  combined document has been prepared  for  various reasons:  (1)  Signi-
ficant amounts of  gaseous  sulfur dioxide are transformed into particulate sulfate by chemical
processes in  the atmosphere;  (2)  It is  difficult to separate the relative  contributions  of
sulfur oxides  and  particulate matter to the mortality  and  morbidity  effects  observed in epi-
demiological studies;  (3) Combining  the criteria review of the  two pollutants, as was done by
the World Health  Organization,  was recommended by  the  U.S.  Environmental  Protection Agency's
advisory committee  on  matters related to air quality criteria documents, the  Clean Air Scien-
tific Advisory Committee of EPA's Science Advisory Board. .
     This document  describes  what  is  known or anticipated  with  regard to both the health and
welfare .effects of particulate matter (PM) and sulfur oxides (SO ).   For purposes of this doc-
                                                                X
ument,  PM  is  considered to consist of  any airborne  solid particles and  low vapor  pressure
liquid droplets with  an effective  diameter smaller than a few hundred micrometers.  Important
classes  of  particle sizes  within  this  broad  range are identified in  subsequent sections  of
this summary (see Section 1.2, for example).   Of the sulfur oxides,  only sulfur dioxide (S02)
occurs at significant  concentrations  in the atmosphere  and  is  discussed here.  Other related
sulfur  compounds,  notably   sulfates and sulfuric acid,  are covered in  the discussion  of PM.
     With regard to health effects, the  document is intended to evaluate the' nature and signi-
                                             1-1

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ficartce of all  identifiable effects of  PM and SO  .  Under Section 109(b) of the Clean Air Act,
the Administrator of EPA  is to consider such information in this document in judging which ef-
fects  are  to be considered adverse and to  set national primary ambient air quality standards
which, based on the 'criteria and allowing an adequate margin of safety, are requisite to pro-
tect the  public health.  This requires-careful  assessment  of the relationship between levels
of exposure  to  PM and SO  , via all routes and average'd oVer appropriate time periods, and bio-
logical  responses to those exposures.   Temporal  and spatial distributions of  PM and SO  are
                                                                                         /\
considered,  as  well as such complicating factors  as  breathing patterns,  individual activity
levels, special populations  of sensitive persons,  interactions with other pollutants, and the
complex and  diverse chemical composition of PM.
     The welfare  effects  to be identified in the criteria document include effects on vegeta-
tion,  crops, soils, water,  animals,  manmade materials, weather,  visibility,  and climate, as
well as  damage to  and deterioration  of property, hazards to  transportation,  and effects on
economic  values,  personal comfort,  and well-being  [Clean  Air Act  Section  302(h),  42 U.S.C.
§7602(h)].   Under Section 109(b) of  the Clean Air Act, the  Administrator  must consider such
information  in  this document to set national secondary ambient air quality standards that are
based on the criteria and are requisite to protect the public welfare from any known or antici-
pated adverse effects associated with the presence of such pollutants.
1.1.2  Organization of  the Document
     This  document  is  being  issued in three  volumes.  The  first  volume  (Volume I) includes
Chapter 1  of the document, which contains  the  general introduction and the executive summary
and conclusions for the entire document*; an addendum to the document (discussing certain new-
ly  available information on  health effects of S02)  is also included  in  Volume I,  following
Chapter 1.   Volume  II  contains  Chapters 2  through 7 of the document.  Chapters 2  through 5
provide background  information on:   physical  and chemical  properties of PM  and SO ; methods
for the  collection and measurement of such air pollutants;  their  sources  and emissions; and
their ambient air concentrations,  along with factors  affecting exposure of the general popu-
lation to  these pollutants.   Chapter 6 evaluates information on atmospheric transport, trans-
formation, and  fate of PM and SO , followed  by an overview discussion in Chapter 7 of poten-
                      *           /C
tial involvement of PM  and SO  in acidic deposition processes and effects.   Volume III contains
                             A
Chapters 8 through  14  of the document.  Chapter 8 evaluates PM and SO  effects on vegetation,
           ;                                                           s\
whereas Chapters 9 and  10, respectively, describe effects on visibility and damage to materials
attributable to either  PM or SO .  Chapters 11 through 14 evaluate information concerning the
                                /\
health effects  of PM and SO .  More specifically, Chapter 11 discusses respiratory tract depo-
                           A.
'sition of SO,,  sulfur-related particulate matter (especially sulfates), and other types of PM,
as well as factors affecting their deposition and biological fate.  Chapters 12 and 13 discuss
information  derived  respectively  from  experimental toxicological studies of  animals and from
controlled human cli-nical studies.  Chapter 14 discusses epidemiological studies.
*Note  that the  second  digits of  the numerical headings  throughout  this  chapter (Chapter 1)
correspond  to  respective later chapters  in  the document (e.g., Section 1.2 refers to Chapter
2, Section  1.3 to Chapter 3, etc.)-
                                             1-2

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     The extensive literature on PM and SO  is critically reviewed and evaluated in this docu-
                                          )\                                              *
ment with  emphasis on  valid studies relevant  to  the assessment of  human  health  and welfare
effects.  Air quality  information  and measurement techniques are  discussed in early chapters
of the  document  only  to the extent  that  such information pertains to and helps elucidate the
health  and  welfare effects  of PM and SO   discussed in later chapters.  As  indicated by the
discussion of air  quality  information,  airborne particles of a wide variety of sizes, shapes,
and chemical composition are found in the  ambient  air  of the United States in quantities and
combinations that vary with time and geographic location.  Analysis of the effects of airborne
particles is further  complicated  by comp'lex transformations of various parti'culate species or
their precursor  substances  during  atmospheric transport from sources of emissions that may be
hundreds or thousands of kilometers away from humans, other organisms, or materials ultimately
exposed  to  the  pollutants.   Sulfur dioxide,  capable of causing  notable  health  and welfare
effects  as  a gaseous  air pollutant,  is also  the main precursor emitted  from manmade sources
contributing  to  the  secondary formation  of  sulfuric   acid  and  sulfate  salts.   The latter
products are  in  turn  major constituents of  the  PM present as urban  aerosols  to  which large
segments of the U.S. population are exposed.  Sulfur dioxide and sulfur-related PM species and
their associated  health and welfare effects  are accordingly  discussed in considerable detail
in  the  present  document.   Other  individual particulate species of  concern,  however, are not
discussed in as  much  detail here.    Instead,  the  reader is referred to other EPA  air quality
criteria or  health assessment  documents  where the effects of such  substances  are thoroughly
reviewed, e.g.,  Air Quality  Criteria for Lead (U.  S.  Environmental  Protection Agency, 1977)
anc' Air Quality Criteria for Oxides of Nitrogen (U. S. Environmental Protection Agency, 1982).
     In  evaluating available information on  the health  effects  of PM and  SO  in  humans,  the
                                                                              s\
main focus  is  on the inhalation-.of these substances as the most direct and important route of
exposure, although  it  is recognized that some  species  of PM may cause biological effects via
other routes of exposure, such as ingestion or contact with skin.  Important issues considered
in the  document  include:   (1) patterns of  inhalation, deposition, and biological fate of SOg,
sulfur-related PM, and other  particulate  substances,  -as  a function of  their  physical  and
chemical properties;  (2) mechanisms  of  action by which such substances  may exert biological
effects of potential concern; (3) qualitative characterization of such biological effects; (4)
quantitative  characterization  of   dose-response  or  exposure-effect  relationships;  and  (5)
identification of populations at special risk from the effects of PM and SO .
                                                                           A
     In  the  evaluation of  welfare effects of PM and  SO , consideration  is accorded to the
                                                          )\
direct,  acute  effects  of  such substances  on visibility, manmade  materials, and  plant and
animal  species.    Also  assessed  are  the  more  indirect,   long-term effects  that  might be
reasonably anticipated  to  occur as a consequence  of repeated or continuous chronic exposures
                                             1-3

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to low  levels  of such pollutants.  The interactions of PM and SO  with other factors, such as
                                                            *     /\
meteorological variables,  and  the subsequent deposition of PM and SO  on and movement through
                                                                     /\
aquatic and terrestrial ecosystems are also addressed.
1.2  PHYSICAL AND CHEMICAL PROPERTIES OF SULFUR OXIDES AND PARTICULATE MATTER
     Of the four known gas-phase sulfur oxides  (sulfur  monoxide,  sulfur dioxide, sulfur tri-
oxide,  and  disulfur monoxide),  only sulfur  dioxide  occurs at  significant concentrations in
the atmosphere.   A  colorless gas with pungent" odor, SOj, is emitted from combustion of sulfur-
containing fossil fuels, such as coal and oil, as well as from many other sources,
     Sulfur dioxide  is  removed from the atmosphere by gaseous, aqueous, and surface oxidation
to form acidic  sulfates.   Also important are physical  removal  pathways for S0~,
-------
                        Figure 1-1.  Idealized size distributions for atmospheric particles under various conditions.
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          Figure 1-1a. Idealized size distribution for particles found in
          typical urban aerosols (mainly from anthropogenic sources)
          under varying weather conditions. Note bimodal distribu-
          tion under usual conditions and shift in distribution (in-
          creasing fine-mode particles, decreasing coarse-mode par-
          ticles) under stagnation (1) and serious "smog" conditions
          (2), respectively.

          Source: Adapted from Slinn (1976).
                                                                     10 •      iu"      io-

                                                                    PARTICLE DIAMETER (D),jum
                                                  Figure 1-1b.  Idealized size distribution for atmospheric par-
                                                  ticles from anthropogenic sources, showing fine particle con-
                                                  tributions from "clean" high-temperature combustion  and
                                                  coarse particle contributions from "dirty" fly ash sources,
                                                  forest fires, and crushing and grinding operations. Note
                                                  change in distribution near sources (1) and at increasing
                                                  distances (2,3,4) from sources.

                                                  Source:  Adapted from Slinn (1976).

-------
                                               Rgure 1-1. (Continued)
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                  PARTICLE DIAMETER (
                                                                             PARTICLE DIAMETER (
Figure 1-1c. Idealized size distribution for atmospheric par-
ticles from natural sources in a marine setting.  Note, in com-
parison to typical background levels over open  ocean, in-
creasing levels of coarse-mode particles ranging from those
found in sea spray (1,2) to the extreme cases of storms (3)
and hurricanes (4).

Source: Adapted from Slinn (1976).
                                                              Figure 1-ld.  Idealized size distribution for atmospheric par-
                                                             ticles from natural sources in a continental setting.  Note, in
                                                             comparison to usual background profiles over typical con-
                                                             tinental and high-elevation mountain areas, increasing con-
                                                             tributions of coarse-mode particles from wind-blown dusts
                                                             (1,2,3), ranging to the extreme case of a dust storm (4).
                                                              Source:  Adapted from Slinn (1976).

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sulfate mass  occurs in  the  accumulation mode.   Accumulation-mode particles  normally  do not
grow -into  the coarse mode.   Coarse  particles include re-entrained surface  dust,  salt  spray,
and particles formed by mechanical processes such as grinding.
     Primary  particles  are directly  discharged  from manmade  or natural  sources.   Secondary
particles form by chemical and physical .reactions in the atmosphere, and most of the reactants
involved are emitted to the air as gaseous pollutants'.
     In the atmosphere, particle growth and chemical transformation occur through gas-particle
and  particle-particle  interactions.   Gas-particle  interactions  include condensation  of low
vapor pressure molecules,  such  as sulfuric acid (H^SO.) and organic compounds; such condensa-
tion occurs principally  on fine particles.   The only particle-particle interaction important
in atmospheric processes is coagulation among fine particles.
     As shown  in  Figure  1-2,  major components of fine atmospheric particles include sulfates,
carbonaceous material,  ammonium, lead, and nitrate.  Coarse particles consist mainly of oxides
of silicon, aluminum,  calcium,  and iron, as well as calcium carbonate, sea salt, and material
such as tire particles and vegetation-related particles (e.g.,  pollen, spores).  Note that the
distributions  of  fine  and coarse particles overlap  and  that some chemical species found pre-
dominantly in one mode may also be found in the other mode.
     The carbonaceous component of fine particles contains both elemental carbon (graphite and
soot) and nonvolatile organic carbon (hydrocarbons emitted in combustion exhaust and secondary
organics formed  by photochemistry).   In many  urban and nonurban areas, these species  may be
the most abundant fine particles after sulfates.   Secondary organic  particles form by oxida-
tion of primary organics by a cycle that also involves ozone and nitrogen oxides.  Atmospheric
reactions  of  nitrogen  oxides yield nitric acid  vapor (HNO~) that may accumulate as nitrate
particles  in  the  fine  and coarse modes.  Details of the chemical pathways for forming nitrate
particles  and secondary  organics  are  not  well  established,  and  the  validity  of historical
nitrate data  is questionable.  ,
     Most  atmospheric  sulfates  and  nitrates  are water-'soluble and have a  tendency to  absorb
moisture.  Hygroscopic growth of sulfate-containing particles has  a  profound effect on their
size,  reactivity,  and  other physical properties which  in  turn influence their biological and
physical effects.
1.3  TECHNIQUES FOR COLLECTION AND ANALYSIS OF PARTICULATE MATTER AND SULFUR OXIDES
     Various  instruments  are  used to measure levels  of  particulate matter and sulfur oxides.
The  instruments  used  in  laboratory studies of  the effects  of PM  and  SO   may differ greatly
from  those used  to monitor  ambient  air  levels.   Differences in  exposure characterization
obtained  from these various  methods  may  have important  implications  for  the  derivation of
quantitative   dose-response   relationships  from  different  types  of  studies.    Ambient  air
monitoring methods  are most important  for epidemiological studies on the health effects of PM
and  SO  and  for assessing compliance  with  related NAAQS;  such monitoring methods are, there-
       )\
fore,  considered  in detail in Chapter 3.
                                             1-7

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I    I   I   I  I  I
                         FINE
                                                              COARSE
                SULFATES, ORGANICS,
                AMMONIUM, NITRATES,
                CARBON, LEAD, AND
                SOME TRACE CONSTITUENTS
           I I ll
                       /  CRUSTAL MATERIAL  \
                          (SILICON COMPOUNDS, \
                          IRON, ALUMINUM), SEA
                          SALT, PLANT PARTICLES
                                    I   I   I  I  M
                                                    \
              0.1
                1.0
                                   PARTICLE DIAMETER,jum
10.0
      Figure 1-2.  Idealized representation of typical fine- and coarse-particle mass and chemical
      composition distribution in an urban aerosol. Although some overlap exists, note substan-
      tial differences in chemical composition of fine versus coarse modes. Chemical species of
      each mode are listed in approximate order of relative mass contribution.  Note that the or-
      dinate is linear and not logarithmic.
                                             1-8

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1.3.1  Summary of Sulfur Dioxide Measurement Techniques
     Methods  for the  measurement of  S02 can be  classified as:   (1)  manual methods,  which
involve  collection  of  the sample  over a  specified  time period  and subsequent analysis  by
a variety of  analytical  techniques,  or (2) automated  methods,  in  which sample collection and
analysis are performed continuously and automatically.
     In  the  commonly used manual  methods, the  techniques  for the analysis  of  the  collected
sample are based  on  colorimetric, titrimetric, turbidimetric, gravimetric,  x-ray fluorescent,
chemiluminescent, and ion exchange chromatographic measurement principles.
     The most widely  used manual  method  for the  determination  of  atmospheric  S0?  is  the
pararosaniline method  developed  by West  and Gaeke.   An  improved version  of this  colori-
metric method, adopted as the EPA reference  method  in 1971, is capable of  measuring  ambient
SO, concentrations as  low as  25 (jg/rn   (0.01  ppm)  with sampling times ranging from  30  minutes
to 24  hours.   The method has  acceptable specificity for SO™, if properly implemented to mini-
mize interference by  nitrogen dioxide or metal oxides;  but  samples collected in tetrachloro-
mercurate (I!)  are subject to a temperature-dependent  decay which  can  result in  an under-
estimation of the ambient SOp concentration.  Temperature  control during  sample  collection,
shipment, and storage  effectively  minimizes   this decay problem.  A  recent variation  of  the
pararosaniline method  uses a buffered formaldehyde  solution  for  sample  collection  and  is
reported to  be  less  susceptible  to the  temperature-dependent decay problem.   Some American
epidemiological studies  employed  the  West-Gaeke  method for  measurement of  SO- concentrations
to assess possible health effects of SO,.
     .A titrimetric method based  on collection of SOp in dilute hydrogen peroxide,  followed by
titration of the resultant HpSQ« with standard alkali,  is the standard method used extensively
in Great Britain.   Although   simple to perform,  the method requires long  sampling  times  (24
hours) and is subject to  interference from, atmospheric  acids and bases.   Additional  sources of
error  include evaporation  of reagent  during sampling, titration  errors,  and  alkaline  con-
tamination of  glassware.   The hydrogen peroxide method was  also  adopted  as a standard method
by the Organization  for Economic Cooperation  and  Development  (OECD)  and  was employed to pro-
vide aerometric  S0?  estimates reported in many British  and  European  epidemiological studies.
     Methods that employ alkali-impregnated filter papers for the collection of SOp  and subse-
quent  analysis as sulfite or  sulfate have also been developed.   Most of these methods  involve
an extraction  step  prior to  analysis, although nondispersive x-ray fluorescence has been used
for«the  direct measurement of S0? collected on sodium carbonate-impregnated membrane filters.
These  methods,  however,  have  not yet  found wide-spread use in the. United  States for  routine
ambient  air  monitoring purposes  or in  generating  SQp  aerometric  data used in epidemiological
studies of the health effects of SOp.
                                             1-9

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     Two  of the  most sensitive methods  now available  for  measurement  of SCL use principles
base'd  on  chemiluminescence and ion exchange chromatography.  In the chemiluminescence method,
SOp  is absorbed  in a tetrachloromercurate solution  and subsequently oxidized with potassium
permanganate.  The  oxidation  of the absorbed SOp  is accompanied by a chemiluminescence that is
detected  by a photomultiplier tube.  One method  uses  ion exchange chromatography to determine
ambient levels of SO- which  have  been  absorbed into dilute  hydrogen peroxide and oxidized to
sulfate.  Another ion chromatographic approach  using a buffered formaldehyde absorbing reagent
has also  been  reported.  These methods, however,  have  not yet been widely  employed for routine
monitoring  or  other field  uses.
     Sulfation methods, based  on  reaction of airborne sulfur  compounds with  lead dioxide
paste  to  form  lead sulfate, have  commonly been  used to  estimate ambient SO^ concentrations
over  extended time  periods.   However,  the  accuracy of sulfation methods is  subject to many
physical  and chemical variables and other interferences (such as wind speed, temperature, and
humidity).   Moreover,  the  method is not specific  for SO,, since it is affected by other sulfur
                                                                                     2
compounds (such  as  sulfates) as well.  Thus,  although sulfation rate (mg S03/100 cm /day) is
commonly  converted  to a  rough estimate of S02 concentration  (in ppm) by multiplying the sulfa-
tion rate by the factor 0.03, this  cannot  be  accepted  as an accurate  measure of atmospheric
SO, concentrations.   This  fact is  important in  view of the past widespread use of lead dioxide
gauges  in the United  Kingdom as the  basis  for aerometric S0? data reported in some pre-1960s
British  epidemiological studies.   Also,  sulfation-rate methods  were  used in  some American
epidemiological studies, as noted  in Section 1.14.
     Automated methods for measurement of ambient  levels  of sulfur dioxide have gained wide-
spread  use  in the air-monitoring  community.  Certain of the  earliest continuous S0y analyzers
                  «                                              '                   <-
were based  on conductivity and coulometry.  These first generation analyzers were subject to
interference by a wide variety of  substances present  in  typical ambient atmospheres.  However,
.more  recent  commercially  available analyzers  using  these  measurement  principles  exhibit
improved  specificity for S02 through the incorporation  of sophisticated chemical and physical
scrubbers.   Early continuous colorimetric analyzers using West-Gaeke type reagents and having
good  sensitivity and acceptable  specificity   for  S02  were fraught with various  mechanical
problems, required  frequent calibration, and thus  never  gained widespread  acceptance.
     Continuous  sulfur dioxide  analyzers using the techniques  of  flame photometric detection
(FPD),  fluorescence,  and second-derivative spectrometry have been  developed  over the past 10
years and are  commercially available from a number of air monitoring instrumentation companies.
Flame  photometric detection  of  ambient SO,  is based on measurement of  the  band emission of
          *                                 &
excited S,  molecules formed from  sulfur  species  in a hydrogen-rich flame.  The FPD analyzers
exhibit- high  sensitivity  and  fast response,  but must be  used  with selective  scrubbers or
coupled with gas  chromatographs when high specificity  is required.
                                              1-10

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     Fluorescence analyzers are  based on detection of .the  characteristic  fluorescence of the
SCL molecule when  it is irradiated by UV  light.   These analyzers have acceptable sensitivity
and response  times,  are insensitive  to  sample  flowrate,  and require  no support  gases.   They
are subject  to interference  by  water vapor  (due to quenching effects) and certain aromatic
hydrocarbons, and therefore must incorporate ways to minimize these species or their effects.
     Second-derivative  spectrometry is a highly specific technique for measurement  of S02 in
the air,  and continuous  analyzers based  on  this principle are  commercially available.   The
analyzers are insensitive to sample flowrate and require no support gases,  but relatively high
sample  flowrates  are  required  to achieve  reasonable  response times.  Excessive  electronic
noise and -inherent lack of precision can be problems with these analyzers.
     Continuous analyzers  based  on many of the  above measurement principles (conductivity,
coulometry,  flame photometry,  fluorescence, and second-derivative  spectrometry)   have  been
designated by EPA as equivalent methods for the measurement of SO, in the atmosphere.  Testing
of  these  analyzers  by  the  manufacturers prior to designation  has  demonstrated  adequate per-
formance for use  when an EPA reference  or equivalent method is desired or required.  Testing
of  these  methods by EPA has verified  their performance and has  also demonstrated  excellent
comparability among these designated methods under typical monitoring conditions.
1.3.2  Summary of Measurement Techniques for Particulate Matter
     Sampling particulate matter suspended in ambient air  presents a complex task because of
the spectrum of  particle sizes and shapes.  Separating.particles by aerodynamic size provides
a simplification by  disregarding variations in particle shape and relying on particle settling
velocity.  Note that the aerodynamic diameter of a particle is not a direct measurement of its
size  but  is  the equivalent diameter  of  a  spherical  particle of  specific  gravity which would
settle  at  the same  rate as  the. particle  in question.   Samplers can be  designed to collect
particles  within  sharply defined  ranges of aerodynamic diameters or  to simulate the deposi-
tion  pattern of  particles in  the human  respiratory system,  which  exhibits a  more gradual
transition  from acceptance  to  exclusion  of particles.   High-volume (hi-vol)  samplers  with
selective  inlets,  dichotomous samplers,  cascade impactors, and cyclone  samplers  are the most
common  devices with specifically  designed collection characteristics.   Carefully  collected
size  distributions  of  ambient  particle  mass  have shown  that  most particle  samplers under-.
estimate the concentration  of particles  in the air because of sensitivity to external factors
such as wind speed or because of internal particle losses.
     Mass  concentrations can  be  estimated  using methods  that measure an  integral  property
of  particles  such  as   optical  reflectance.   Empirical   relationships  between  mass concen--
trations and the  integral  measurement  have been developed and  can  be used to  predict mass
concentration.   However,  without  a valid physical  model  relating to  the measurements,  plus
empirical  data  to  demonstrate the model,  these techniques  have a limited ability to estimate
mass  concentrations.   These  conditions  are poorly  met in the case  of  reflectance  or trans-
mission tape  samplers,  fairly well met  in the  integrating nephelometer,  and very well met in
the case of beta-ray attenuation analysis.

                                             1-11

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     Sampling accuracy  can  be estimated through key sampling components, such as flowrate and
inlet sampling  effectiveness.  These component measurements provide  a  means of intercomparing
methods, even though  a  reference measurement technique  is  not available.   Recent interest in
larger particle  sampler cutpoints (e.g., 15 |jm)  have resulted in wind tunnel test procedures
that  determine   sampling effectiveness  of  particle  samplers  under   controlled  conditions.
Such  measurements  have added  significantly to  the  ability to  estimate particle  sampling
accuracy.
     The hi-vol  sampler  collects  particles  on a glass-fiber filter by drawing air through the
filter at  a flowrate of approximately  1.5  m /min,  thus sampling a higher volume  of air per
unit of time than the above sampling methods for PM.  The hi-vol  sampler is widely used in the
United States to measure what is known as "total  suspended particulate matter" (TSP).  Recent
evaluations show that the hi-vol sampler has cutpoints of =25 urn at a wind speed of 24 kph and
45 |jm at 2 kph.  Although  the  sampling effectiveness is wind-speed sensitive,  wind  speed is
estimated  to  produce no  more than  a  10-percent  day-to-day variability for  the same ambient
concentration for  typical  conditions.   The hi-vol  is  one of the  most reproducible  particle
samplers currently  in  use,  with a  typical  coefficient of  variation  of  3  to 5  percent.   A
significant problem associated with the glass-fiber filter used on the hi-vol is the formation
of artifact mass caused  by the presence of acid  gases in the air  (artifactual  formation of
                                                                               3
sulfates from  SO, being  one example).  These  artifacts can  add 6 to  7  |J9/m   "to a 24-hour
sample.    The hi-vol  sampler  has been  extensively  used  in  the United  States  for routine
monitoring  purposes and has provided estimates of total suspended particulate (TSP) mass used
in many American epidemiological studies of the health effects of PM.
     The dichotomous  sampler was  designed   to  collect the  fine  and coarse  ambient  particle
                                                                                  ®
fractions,   typically  providing  a separation at 2.5  pm.  This  sampler  uses Teflon  filters to
minimize artifact  mass  formation and  is available in versions for  manual  or automatic field
operation.    The earlier  inlets  used with  this sampler were  very wind-speed  dependent,  but
newer versions  are  much improved.   Because  of  low sampling flowrate,  the dichotomous sampler
collects submilligram  quantities  of  particles  and  requires  microbalance  analyses,  but  is
capable  of  reproducibill ties of  ±10  percent  or  better.    The  method,  however,  has  only
recently begun to be evaluated for possible routine field use and has not yet been extensively
employed for generating size-selective data on PM mass in relation to health effects evaluated
in epideroiological studies.
     Cyclone samplers with cutpoints  in the vicinity  of 2  (jm  have been  used for  years  to
separate the fine  particle  fraction.   A  version is  also  available  for  personal  dosimeter
sampling."   Cyclone  samplers can  be designed to cover a range of  sampling  flowrates and are
available  in a  variety  of physical sizes.    Applications of cyclone samplers are found in 10-
and  15-pm  cutpoint inlets  for the  dichotomous sampler.   Cyclone  sampling  systems  could  be
expected to have coefficients  of variations similar  to that of the  dichotomous  sampler and
have  also   found only  limited  use  until  recently  in  epidemiological  studies of PM health
effects.

                                             1-12

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     The Size .Selective  Inlet (SSI) hi-vol collects samples containing particles less than 15
urn  for comparison  with TSP.   Except  for the  inlet,  this sampler  is  identical to  the TSP
hi-vol. It is expected to have the same basic characteristics and is presently being evaluated
for possible routine monitoring use in the field.
     Cascade  impactors have  been used  extensively to  obtain  mass distribution  by particle
size.   Because  care must  be  exercised  to prevent errors,  such as  those  caused by particle
bounce  between  stages,  these  samplers are normally not operated as routine monitors.  A study
by  Miller  and  DeKoning   (1974)  comparing  cascade  impactors  with   hi-vol  samplers  showed
inconsistencies  in  the  mass  median  diameter  and total  mass  collections of  the impactors.
     Samplers  that  derive  mass  concentrations  by  analytical   techniques  other  than  direct
weight  have  been  used extensively.   One  of  the  earliest was the   British  smokeshade  (BS)
sampler, which  measures  the reflectance of particles collected on a filter and uses empirical
relationships to predict mass concentration.  These relationships have been shown by Bailey and
Clayton  (1980)  to  be  more sensitive  to carbon  concentrations than mass,  and  hence are  very
difficult  to  interpret as  either total  or size-selective PM mass  present  in  the atmosphere.
More specifically,  the BS method  and its standard variations typically collect PM with an =4.5
urn  DCQ  cutpoint under field conditions  (McFarlajid et al., 1982).  thus, regardless of whether
larger  particles  are  present  in the  atmosphere,  the BS  method collects  predominantly small
particles.  The  BS  method  neither directly measures  mass  nor  determines chemical, composition
of  collected  PM.   Rather,  it  measures  light  absorption  of  particles as   indicated  by
reflectance from  a  stain  formed  by the particles collected on filter paper, which is somewhat
inefficient  for  collecting very fine  particles.   The  reflectance  of  light from  the stain
depends both  on the density of the stain, or  amount of PM collected, and the optical proper-
ties  of the collected PM.  Smoke particles composed of elemental  carbon  found  in incomplete
fossil-fuel combustion products  typically make  the greatest contribution  to  darkness  of the
stain,  especially  in  urban  areas.   Thus, the  amount of  elemental  carbon,  but  not organic
carbon, present  in  the stain tends to be  most highly correlated with BS reflectance readings.
Other nonblack, noncarbon particles also have optical properties such that they can affect the
reflectance readings, although their contribution to optical absorption is usually negligible.
     Since the  relative proportions  of atmospheric carbon and  noncarbon PM  can vary greatly
from  site  to  site or from  one time to another at the same site, the same absolute BS reflect-
ance  reading  can  be associated with markedly  different  amounts  (or mass) of collected parti-
cles  or,   in  unusual  circumstances, even  with markedly  different  amounts of  carbon.   Site-
specific  calibrations  of  reflectance  readings against  actual  mass measurements  obtained  by
collocated  gravimetric monitoring  devices are  therefore  necessary   to  obtain  estimates  of
atmospheric concentrations  of particulate  matter based on the BS method.  A single calibration
curve  relating  mass or atmospheric concentration  (in |jg/m ) of particulate matter  to  BS re-
flectance  readings  obtained at  a given  site may serve as a basis  for crude  estimates of the
levels  of  PM (mainly small  particles) at that site over time, so long as the chemical composi-
                                             1-13

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tlon and relative proportions of elemental carbon and noncarbon PM do not change substantially.
However,  the actual  mass  or  smoke concentrations  present at a  particular site  may  differ
markedly from the values calculated from a given reflectance reading on either of the two most
widely  used  standard curves (the  British  and OECD standard smoke curves).   Thus,  great care
                                                                                            o
must  be taken  in  interpreting  the  meaning of  any BS  value  reported in.  terms  of  fjg/m ,
especially as employed  in many of the  British  and European epidemiologies! studies discussed
in Chapter 14.
     The AISI  light transmittance method  is  similar  in approach to the BS  technique  and has
been employed for  routine monitoring in some American cities.   The instrument collects parti-
cles with  a DJ-Q  cutpoint of =5.0 |jm aerodynamic  diameter  and uses an  air  intake  similar to
that  of  the  BS  method.   Particulate  matter  collects  on  a  filter-paper  tape  that  is
periodically advanced to  allow accumulation of another stain.   Opacity of the stain is deter-
mined by  transmittance of  light through  the deposited material  and  the tape,  with  results
expressed in  terms  of optical  density or coefficient of haze (CoH) units per 1000 linear feet
of air  sampled  (rather than mass  units).   Readings  in  CoH  units are somewhat more responsive
to noncarbon particles than are BS measurements; but, again, the AISI method does not directly
measure mass or determine  chemical  composition of  the PM collected.    Any  attempt to  relate
CoHs to pg/m  would  require  site-specific calibration  of  CoH  readings  against mass  measure-
ments determined by a collocated gravimetric device, but the  accuracy of such mass estimates
could  still   be subject  to  question.    This  type  of  calibration,  however,  has  only  been
attempted for New  York City and has only  very  limited  possible applicability for certain New
York City aerometr'ic data reported in some epidemiological  studies.
     Regan  et  al.  (1979)  showed that this  sampler correlates  favorably with  gravimetric
measurements limited  to the smaller particle sizes.  Waggoner  and Weiss (1980) and Groblicki
et al.  (1980)  also reported good  correlation between the  integrating  nephelometer and gravi-
metric  fine  particle  mass.   The Electrical Aerosol Analyzer (EAA), however, was shown  to have
difficulties in reliably  predicting  gravimetric mass measurements (Mulholland  et  al.,  1980).
These latter methods,  unlike  the AISI method, have not been used in gathering PM data  used in
epidemiological studies;  but the  nephelometer. has yielded information  useful  in  quantifying
the effects of fine-mode PM on visibility (see Section 1.9).
     Since the  hi-vol method  collects  particles  considerably  larger than  those  collected by
the BS  or AISI  methods,  intercomparisons or  conversions of PM measurements by the BS  or AISI
methods to equivalent TSP units, or vice  versa, are  severely  limited.   For example,  as shown
by several studies, no consistent relationship exists between BS and TSP measurements taken at
various sites or  even at  the same site during  various  seasons.  One exception appears  to be
the relationship between  BS and TSP observed during severe London air pollution episodes when
low wind-speed  conditions  resulted  in  settling out  of larger  coarse-mode  particles.   Since
fine-mode particles  consequently  predominated, TSP  and BS  levels (in  excess of about 500
    o
     )  tended  to converge,  as  would be  expected  if only  fine-mode particles  were  present.
                                             1-14

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     Optical particle morphology  techniques  are very useful for identifying the character and
sources of  collected  particles;   Bradway et al.  (1976),'  'however,  noted that these techniques
are  dependent  on  the skill of  the microscopist  and stressed the  need for  careful  quality
assurance procedures.  In  general,  such methods have not found wide-spread use beyond highly
specialized research applications.
     An extensive  list of  analytical  techniques is available to determine chemical properties
of particles  collected on a suitable  substrate.   Many  of the  analytical  techniques,  such as
those for elemental sulfur, have been demonstrated (Camp et al., 1978) to be more precise than
the  analyses  for  gravimetric  mass  concentration.   Methods are available  to provide reliable
analyses for sulfates, nitrates,  organic fractions, and  elemental  composition (e.g.,  sulfur,
lead, silicon).  Not  all  analyses can be performed on al,l particle samples because of factors
such as  incompatible  substrates  and inadequate sample  size.   Misinterpretation of analytical
results  can occur when  samples  have  not  been appropriately segregated by  particle size and
when  artifact  mass  is  formed on the  substrate  rather  than  collected in  particulate  form.
Positive artifacts are particularly likely in sulfate and nitrate determinations, and negative
nitrate artifacts also occur.
     Sampling  technology  is available  to  meet specific  requirements  such  as  providing  sharp
cutpoints,  outpoints  that match  particle  deposition models, separate  collection  of fine and
coarse  particles,  automated sample  collection capability,  collection  of at  least milligram
quantities  of  particles, minimal  interaction  of  the substrate with  the collected particles,
ability  to  produce particle size distribution data, low purchase cost, and simple operating
procedures.   Not all  of  these sampling requirements  may be needed  for a measurement study.
Currently, there is no single  sampler which meets all requirements, but samplers are available
to meet most typical requirements  if  the  overall accuracy and reproducibility of the method
are consistent with the objectives of a study.
1.4  SOURCES AND EMISSIONS OF  PARTICULATE MATTER AND SULFUR OXIDES
     Both  natural  and  manmade  sources  emit  particulate matter  and sulfur  oxides  into the
atmosphere.   Natural  particulate  emissions include dust, sea  spray,  volcanic  emissions, bio-
genie  emanations (e.g.,  from  plants), and emissions from  wildfires.   Manmade emissions ori-
ginate  from stationary point  sources,  fugitive sources (such as roadway and industrial dust),
and  transportation sources  (vehicle  exhausts).   See  Section  1.2 for  information regarding
physical  (e.g.,  size) and  chemical properties of PM  emitted  from  these  different sources.
     Reliable  estimates  for  natural  emissions  of PM and  SO  specific to the United States are
not available.   Proportional interpolations from global  estimates indicate that in the United
States  natural  sources may  emit 84 million  metric  tons of particles  yearly ;  estimates of
biogenic  sulfur  emissions in  the United  States  suggest a  total  in  the  range of 0.2 to 0.5
million  metric tons  annually.   Additional  contributions  from  coastal  and  oceanic sources may
also  be significant.   In contrast, manmade  sources  are estimated to  emit  125 million to 385
                                             1-15

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minion metric  tons of  PM and  27  million metric  tons  of SO   (mostly S09) per year  in the
                                                              X            £.
United  States.   However,  these  numbers  should  be considered no  more than rough  estimates
because of the  assumptions and crude approximations  inherent  in  most emissions calculations.
     The proximity  of emissions  to humans often  is more  important  than  relative  intensity.
For example,  emissions  from  combustion of home-heating fuels and  transportation  sources are
minor on a national  level.  However, because they  are  emitted in densely populated areas and
close  to  ground  level,  the  possibility  of effects  on  human health  and  welfare  is  thereby
greatly increased.  On  the other hand, dust from unpaved roads appears to be significant, but
usually occurs  in  rural  areas, and  tends  to  settle out quickly, lessening  any possible con-
sequences.   Conversely, although some natural  source emissions can be fairly intense (volcanic
ash or  sulfur  from marshlands,  for example),  in general   their effects are lessened  because
they tend  to be  distributed  fairly broadly nationwide.  Consequently,  simple  comparisons of
total national  tonnages of manmade versus natural  emissions will seldom  reflect  the  impact
that localized  manmade  sources can have on an  area's air  quality.   For such reasons,  certa'in
manmade sources, particularly stationary  point  sources, have been  given special attention in
this  document.    Historical   trends  in  anthropogenic  emissions  of   PM (excluding  fugitive
emissions) and SO  are shown in Table 1-1.
                 X
     Most manmade sulfur oxide emissions  come from stationary point sources, and more than 90
percent of these  discharges  are in the form  of SO-.   The balance consists of sulfates.   Most
natural sulfur  is emitted as  reduced sulfur compounds,  some  portion  of which probably become
oxidized in the atmosphere to S0? and sulfates.
     Characteristics of  particle  emissions vary with the source  and  a host of other factors.
Primary particles from natural sources tend to be coarse.  About 50 percent are larger than 10
urn.   Particles  from  nonindustrial fugitive  sources, such as  unpaved  roads and  wind-eroded
farmland, are significant on a mass basis, constituting an estimated 110 to 370 million metric
tons a  year.  However,  only about 20 percent of this particulate matter is less than 1 |jm in
size.   On the other hand, most particles emitted by stationary and transportation sources are
less than 2.5 urn in .diameter.  In  addition,  the variety of different toxic elements found in
fine material from  stationary point sources tends to exceed that typically found in emissions
from manmade or natural  fugitive sources.
     Fugitive dust  emissions   exceed those from stationary point sources in most  Air  Quality
Control Regions  having  high  TSP loadings.   However, the impact of this pollution on populated
areas  may  be lessened because:   (1)  a major  portion  of  these  emissions   consists of  large
particles that  settle  out in a short distance,  and (2) most sources,  such  as  unpaved  roads,
exist  in  rural  areas  and their  emissions spread over  areas with Tow population  densities.
                                             1-16

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   TABLE 1-1.   NATIONAL ESTIMATES OF PARTICIPATE AND SULFUR OXIDE EMISSIONS
                         (a).   PARTICULATE EMISSIONS3
                          (10  metric tons per year)

SOURCE CATEGORY
Stationary fuel
combustion
Industrial processes
Solid waste disposal
Transportation
Miscellaneous
TOTAL
1940
8.7
9.9
0.5
0.5
5.2
24.8
1950
8.1
12.6
0.7
1.1
3.7
26.2
1960
6.7
14.1
0.9
0.6
3.3
25.6
1970
7.2
12.8
1.1
I.I
1.0
23.2
1975
5.1
7.4
0.5
1.0
0.6
14.6
1978
3.8
6.2
0.5
1.3
0.7
12.5

                         (b).  SULFUR OXIDE EMISSIONS
                          (10  metric tons per year)
SOURCE CATEGORY
1940
1950
1960
1970
1975
1978
Stationary fuel
  combustion
Industrial processes
Solid waste disposal
Transportation
Mi seellaneous
  TOTAL
15.1
19.5
16.6
22.0
15.7
22.7
21.4
29.8
20.9
26.2
22.1
3.4
0.0
0.6
0.4
4.1
0.1
0.8
0.4
4.8
0.0
0.5
0.4
6.2
0.1
0.7
0.1
4.5
0.0
0.8
0.0
4.1
0.0
0.8
0.0
27.0
  Table does not include industrial-process fugitive particulate emissions, and non-
  industrial fugitive emissions from paved and unpaved roads, wind erosion, construc-
  tion activities, agricultural tilling, and mining activities.
  Table includes forest fires, agricultural burning, coal-refuse burning, and
  structural fires.
Source:  U.S. Environmental Protection Agency (1978, 1980)
                                    1-17

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1.5  CONCENTRATIONS AND EXPOSURE
     Sulfur  oxide  concentrations in  the air  have  been markedly  reduced during the  past 15
years  by  restrictions on  sulfur content  in  fuels, control  devices on  stationary  and other
major  sources,  and  tall  stacks that disperse power plant exhausts.  Currently, only I percent
of the SO,  monitoring sites show annual levels above 80 jjg/m  (0.03 ppm), as compared with 16
percent of   the  monitoring  stations  that  reported annual  means  above  this level  in 1970.
Despite this change, some  areas still  report high short-term  SO,, concentrations  (see areas
                                                                3
indicated in Figure 1-3).   Hourly  values of  4000  to  6000 pg/m  (1.5 to 2.3  ppm)  are common
                                                              3
near  large  smelters.  Maximum  hourly values  above 1000 pg/m   (0.4 ppm) exist  in  about 100
locations in the  United  States.  Near isolated point  sources,  such peaks may be reached very
rapidly and  be of only short duration (see, for example, Figure 1-4).
     Following  a  downward trend  between 1970 and  1974, TSP concentrations  have not changed
significantly in recent years.   Dusty,  arid parts of the country still have somewhat elevated
TSP values,   as do industrialized cities in the East and Far West.  Ninetieth percentile values
(values exceeded 10  percent  of the time) of 24-hr TSP >85 pg/m  are reported in every part of
the United  States except  Alaska.  Annual mean TSP values generally range from 55 pg/m  in New
                   •j
England to 100 pg/m  in the arid Southwest.
     As discussed  in Section  1.2,  particulate matter  is generally distributed  in  fine- and
coarse-mode  size  ranges  of differing  chemical-  compositions.   A  comparison of dichotomous
sampler data (fine  and  coarse) and  hi-vol  particle measurements  (TSP)  for  selected urban,
suburban,  and rural  sites  is shown in Figure  1-5.   The figure suggests a seasonal  pattern of
high  summer and  low winter concentrations that  is  most evident  for fine  particles.   Fine
particles typically  contribute about one-third of  TSP  mass  in urban  areas.   The sulfate ion
usually accounts  for about  40  percent  of the fine-mode mass;  sulfate compounds  collectively
account for  the Majority  of the fine-mode mass.   Large areas of the United States experience
        a
10 |jg/m  or greater  sulfate levels  for  one  or  two  periods of  a month or  more every year.
These  areas  are so  large  that no background levels of fine particles can now be measured east
of  the Mississippi   River.   Southern  California  experiences   high  levels  of  sulfates  and
nitrates,   particularly during  photochemical  smog  incidents.   Extremely  high  levels  (>100
    3
pg/m )  of organic aerosols  also occur in  this area,  particularly during afternoon periods of
intensive ozone  formation.   These organic aerosols consist largely  of dicarboxylic  acids and
other  polyfunctional  compounds.   Concentrations  of toxic organic particulate matter and trace
metals  are  highest  in cities.   Levels of some fine-particle components have decreased because
of control measures, such as reduction of lead in gasoline.
     Coarse  particles tend to settle close to sources.   In most cases,  these particles account
for two-thirds  of the TSP mass.  During  the  summer,  in dry regions such as Phoenix, Oklahoma
City,  El  Paso,  and  Denver,  they may contribute even higher proportions.  The primary cause of
high TSP appears to be local dust; but, in industrialized cities, evidence exists for signifi-
cant contributions of soot, fly ash, and industrial fugitive emissions.
                                             1-18

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 r
M
10
                 Figure 1-3. Characterization of 1974-76 national SO2 status is shown by second highest 24-hr,
                 average concentration. Asterisks denote counties for which this level exceeded 365 /ug/m3.
                 (The current 24-hr, primary standard is 365 ptg/m3, which is not to be exceeded more than once
                 per year. Alaska and Hawaii reported no such exceedences.)

                 Source: Monitoring and Reports Branch, Monitoring and Data Analysis Division, Office of
                 Air Quality Planning and Standards, U.S. Environmental Protection Agency.

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12; 24 6. 8 10 12, 2 8 10 12 2 4 6. 8 10 12 2 4 6 8 10 12
NOON' PM. MID" NOON P.M. MID A.M, NOON
NIGHT NIGHT
JULY 29, 1979 JULY 30, 1979 JULY 31, 1979
Figure 1-4.  One example of rapid increase in ambient sulfur dioxide concentration from near zero to
1.30 ppm (3410 pg/m } during a period of approximately two hours.


Source: U.S. Environmental Protection Agency (1981).
                                        1-20

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                                                           TSP (HI-VOL)

                                                           "•	4 URBAN
                                                                    SUBURBAN
                                                                    RURAL
                                                           .    _. DURBAN
                                                            ""     SUBURBAN
                                                                     RURAL
JAN   FEB   MAR   APR   MAY   JUN   JUL   AUG   SEPT  OCT   NOV   DEC

                                MONTH

   Figure 1-5. Seasonal variations in urban, suburban, and rural areas for four
   size ranges of particles. The data were obtained from a relatively small num-
   ber of monitoring sites.

   Source:  After Trijonis et al. (1980).
                                    1-21

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     Coarse  particles  are composed  mainly of  silica,  calcium carbonate,  clay  minerals,  and
soot.   Chemical  constituents  in  the  coarse  fraction  include silicon,  aluminum,  potassium,
calcium,  and  iron,  together  with  other  alkaline-earth and  transition  elements.   Organic
materials  are  also found  in coarse particles,  including plant  spores,  pollens,  and diverse
biogenic  detritus.   Much of  this coarse  material  is road dust  suspended  by traffic action.
Street  levels  of  resuspended dust can be  very high.   Traffic on unpaved roads generates huge
amounts of dust  that deposits on  vegetation  and  can  be resuspended by wind action.   Rain and
snow can  reduce  these  emissions, but as one  study suggests,  salting of roads when precipita-
tion occurs  under  freezing conditions  may be  a major source  of winter TSP.  Industrial fugi-
tive emissions, particularly  from unpaved access roads, construction activity, rock crushing,
and cement manufacturing, can be a major category of coarse particles.
     A  number  of  calculational  methods,  generally  categorized  as source-apportionment  or
source-receptor models, are being used to trace particle levels to their sources.   The results
from  chemical   element balance  calculations   or  factor  analysis are  available  for  several
cities.  Apportionments for  these cities are presented in Chapter 5 as examples of results to
be expected by future applications of these methods.
     Ambient air  monitors measure  pollutant  concentrations  at  fixed  locations.   Most indi-
viduals in our highly  mobile  society move through a variety of exposure  levels that  can be
higher or  lower than might be deduced solely from the values reported by a community's ambient
air  monitors.   Most  people  spend a majority  of their time  indoors, where lower respiratory
rates  are associated  with  lower activity levels.   Indoor  levels  of  SOp, which are  almost
entirely attributable to penetration from outdoors, can range  from 10 to 90^percent of outdoor
levels, depending  on such factors  as  the  tightness of house construction  and the  absorptive
properties of walls,  floors, and furniture.  Presence or absence of air conditioning,  rates of
air exchange,  and  activities  that resuspend dust  influence indoor  particulate matter levels.
In addition, outdoor fine particles penetrate into buildings.  Peak indoor TSP levels  corre-
late to some  degree with outdoor values, with a  time  lag that depends on a building's air-
exchange  rate.   Because stationary ambient-air pollution  monitors  provide  general  statistics
on composite population exposures, it would be extremely difficult (if not  impossible) to pre-
dict an individual's  actual  exposure to SO   and  PM on the basis of community air-monitoring
data alone.
1.6  ATMOSPHERIC TRANSPORT, TRANSFORMATION, AND DEPOSITION
     The concentration  of  a  pollutant  at some fixed  time and place beyond its source depends
on;  (1)  the  rate  of emission and  configuration  of the source,  (2) the chemical  and physical
reactions  that transform one  pollutant  species to another,  (3) the transport  and  diffusion
(dilution) of  the  pollutant  as a  result of various meteorological  variables, and (4) the re-
moval  of   the  pollutant through  interaction  with various surfaces on  land and water (dry
deposition) and interaction with rain  drops or cloud particles  (wet deposition).   Figure 1-6
schematically  illustrates some of these processes.
                                             1-22

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FREETROPOSPHERIC
    EXCHANGE
                                         VERTICAL
                                         DIFFUSION
                    AEROSOL
                  CONDENSATION

                  COAGULATION

               CHEMICAL REACTIONS
                                            ABSORPTION IN
                                           CLOUD ELEMENTS
         SEDIMENTATION
          AS AEROSOL
                      DRY DEPOSITION ON   »///,'>,', //////// '/'////
                        THE GROUND     //////A///'/////////-'
«£7.H5»   ANTHROPOGENIC
     SOURCES
                  SOURCES
                                             ABSORPTION IN
                                             PRECIPITATION
                                    WASHOUT IN PRECIPITATION
 Figure 1-6. Complex processes affecting transport and transformation of
 airborne paniculate matter and sulfur oxides.

 Source: Adapted from Drake and Barrager (1979).
                                    1-23

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     Processes  governing transport  and  diffusion, chemical  transformation,  and wet  and dry
removal  of S0« and  particulate matter  are extremely  complex  and not completely understood.
The  oxidation  rate of SCL observed  in urban and rural  atmospheres is only partially accounted
for  by  gas-phase  reactions.   Liquid-phase catalytic  reactions  involving  manganese,  iron, and
carbon  may contribute to observed  rates,  but further research  is  required  to determine the
rates and detailed mechanisms of these processes under  typical atmospheric conditions.
     Dry  deposition  of  SCL  is fair.ly well  understood as  a  result  of extensive measurements
over  various surfaces.   The  study ,of  particle deposition  has  focused  on modeling physical
aspects  of the process,  namely,  aerodynamics.  Few  measurements  for  -particles with composi-
tions  typical   of  those  in  polluted  atmospheres  exist  to  support these modeling efforts.
Coarse  particles  are removed from  the  atmosphere  much more  rapidly than fine particles, for
the  residence  time of fine particles in  the  atmosphere is apparently on the  order  of 1 week
and their transport distance may exceed 500 km.
     Understanding  of wet-removal  processes  for  S0?  has  progressed considerably  in recent
years,  particularly  in  the area of  solution-phase chemistry of rain drops.  Removal of gases
as well  as particles depends mainly on  the physical  character of precipitation events, which
in many instances may  be the  determining factor  in how accurately wet-removal  rates can be
predicted.
     Characterization  of  the  dynamics  of the  planetary boundary  layer is  essential  to an
adequate  understanding  of pollutant transport and diffusion  over all  spatial, scales.   Though
considerable advances  have been made in  this  area,  the ability to  predict mean transport and
diffusion  over long distances  is  less  than  adequate, partly  because of  sparse  spatial and
temporal measurements of  upper-air wind activity.
     The  long-range  transport  of  the  fine-particle/SOp complex  results  in the superposition
and  chemical  interaction  of  emissions  from  many  different  types of  sources.   Present long-
range air pollutant  transport models are  characterized by  simple terms  representing chemical
transformation  and wet  and  dry removal,  and by varying  degrees of  sophistication in their
treatment  of transport and diffusion.   None  of the models adequately treats  the dynamics of
the  planetary  boundary  layer.   Although  always limited  by  the  adequacy of  their underlying
                          /                                             •
data bases,  with  further research and development long-range transport  models should be able
to address issues associated with the movement of pollutants  over long distances.
1.7  ACIDIC DEPOSITION   .
     The occurrence of acidic deposition,  especially  in the form of  acidic precipitation (rain
and  snow), has become  a  matter  of environmental  concern.   Acidic precipitation in  various
regions of the  United States and elsewhere in the world has been associated with acidification
of ponds, lakes, and streams, with a resultant disappearance  of aquatic animal and plant life.
Acidic  precipitation  is  also  believed to  have the potential  for  leaching elements from sensi-
tive  soils  and causing  direct and indirect  injury  to forests  and vegetation.  It  is also
believed  to  play  a role  in damaging stone monuments  and buildings and in corroding metals and
deteriorating paint.

                                             1-24

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     Chapter 7  of this  document  emphasizes the, effects  of the wet deposition  of  sulfur and
nitrogen  compounds  on  aquatic  and terrestrial  ecosystems.    Dry  deposition  also plays  an
important  role,  but contributions  by  this  process  have not  been  well  quantified.   Because
sulfur oxides and nitrogen oxides are closely linked in the formation of acidic precipitation,
the present  discussion  is  not limited to sulfur oxides.   A critical assessment of the various
causes as  well  as  effects  of acidic deposition  will  be presented in a  future  EPA document.
     Acidic precipitation has been conventionally defined.as precipitation with a pH less than
5.6,  because precipitation formed  in  a geochemically  clean  environment  would  have a  pH of
approximately 5.6 due  to the  combining  of carbon  dioxide  with  water  in  the air to  form
carbonic acid.   As shown  in  Figure 1-7,  the  acidity of precipitation in  the Eastern  United
States currently  averages  frpm  pH 3.9 to  5.0;  and  even  in regions of the.United States  with
average pH  levels above  5.0,  precipitation episodes with  pH  levels  as low as  3.0 have  been
reported.   Measurements have been weighted according to rainfall amounts in the calculation of
the average values shown in Figure 1-7.
     The pH  level  can  vary during a precipitation  event,  from event to event, from season to
season, and  from  geographical  area to geographical area.   Other substances in the atmosphere
besides oxides  of sulfur  and nitrogen  can  also  cause a  shift in the pH  of  precipitation by
making it more acidic or more basic.  For example, dust and debris swept up from the ground by
winds may become components of precipitation and affect its pH.   In the West and Midwest, soil
particles tend to be basic, but in the Eastern United States they tend to be acidic.  Further-
more,  in coastal  areas  sea spray strongly  influences  precipitation chemistry by contributing
calcium, potassium,  chlorine, and  sulfates.   In the final analysis, the  pH  of precipitation
reflects the contributions of all of these components.
     It is  not  known when precipitation in the United States began to become markedly acidic.
Some  scientists argue  that it began with  the  burning of large amounts of coal  in the indus-
trial revolution, and others estimate that it began in the United States with the introduction
in  the  1950s of tall stacks on power plants.   Still  other scientists disagree completely and
argue  that  rain  has  always been acidic.   No definitive  answer to the question  exists  at the
present  time.   Because the  pH of  rain  has  not  been  monitored  without interruption  over
extended periods  of time, there  are insufficient data, to  characterize with  confidence long-
term temporal trends in the pH of precipitation in the United States.
     Though wet deposition is,usually emphasized, it is not the only process by which acids or
acidifying  substances   are  added  to bodies  of water  or to the  land.   Dry  deposition  also
occurs.  Dry-deposition processes  include  gravitational  settling  of  particles,  impaction of
aerosols, and absorption of gases by soil or water or by objects at the earth's surface.  Dew,
fog,  and  frost are  also involved  in deposition  processes  but do not strictly  fall  into the
category of wet or dry  deposition.  Dry deposition of particulate matter is not as well  under-
stood  as  wet deposition;  however,   it  is  known that both  deposition  processes  contribute to
                                             1-25

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                              B'° V  6.5  6,0
ro
01
                            5,0
                          ProdycHMi PoUutlon 8lody (HAPSS)

                        A ElteMePoMrtUMantilMIIUitXEPRn
                          Figure 1-7, Average pH isopleths as determined from laboratory analyses of

                          precipitation samples, weighted by the reported quantity of precipitation.
                          Source: Wisniewski and Keitz (1981).

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the gradual  accumulation of  acidic  or acidifying substances in  the  environment.   Therefore,
the reported  effects of acidic deposition  should not be attributed  to wet  deposition alone.
     The most  notable changes associated with  acidic deposition are those  observed  in lakes
and  streams  in New York's  Adirondack  Mountains,   in  Maine,   in  northern  Florida,   in  the
Precambrian Shield areas  of Canada,  in Scotland, and in the Scandinavian countries.  In these
regions, the decrease  in the pH  of freshwater  bodies  has been associated with  changes  in
aquatic animal and plant populations.  The chemistry of freshwaters is determined primarily by
the geological  structure  (soil  system and bedrock) of the  lake or stream catchment basin, by
the ground  cover and by land use.   In  coastal  regions marine salts  also  may be important in
determining the chemical composition of freshwater streams, rivers, and lakes.  The capability
of a  lake  and its  drainage basin to neutralize incoming acidic substances, however, is deter-
mined largely by the composition of the bedrock.  Acidification of surface waters results when
the sources of hydrogen ion exceed the ability of an ecosystem to neutralize the hydrogen ion.
In general,  the soils and crust of the earth are composed principally of basic materials with
large capacities to  buffer acids.   However, areas where  bedrock.is particularly resistant to
weathering  and  where soils are thin and poorly developed have much less neutralizing ability.
This  inability to  neutralize hydrogen  ions  does not  usually  arise from a Timited  soil  or
mineral buffering  capacity.   Instead,  low cation exchange  capacity and slow mineral dissolu-
tion  rates  in relation to the relatively short retention time of water within the soil system
may  result in  incomplete  neutralization of soil waters and acidification of surface waters.
     The capacity  of organisms to withstand injury from  weather extremes, pesticides, acidic
deposition,  or polluted  air  follows the ecological  principle of limiting factors:   For each
physical factor in  the  environment there  exists for each  organism a minimum  and a maximum
limit  beyond which  no  members of a particular species  can survive.   Either-, too  much or too
little  of  a factor  such as heat,  light,  water, or minerals can  jeopardize the survival of an
individual  and,  in extreme cases, a species.   The  range of tolerance (see Figure 1-8) may be
broad  for  one factor and narrow for' another.   The tolerance limit for each species is deter-
mined by its genetic makeup and therefore varies  from species to  species.  The range of toler-
ance  also  varies  depending on the  age,  stage  of growth, and/or growth  form of an organism.
Limiting factors are,  therefore,  those components of an ecosystem which, when scarce or over-
abundant,  limit the  growth, reproduction, or distribution of an organism.
     The  stability  of  natural  ecosystems under  stress  from marked  environmental  changes or
perturbations  depends  upon the ability of  the  constituent organisms to adapt and to continue
reproduction of their species.  The  most sensitive species decline or die out first.  However,
the  capacity of an  ecosystem to  maintain internal  stability is  determined  by the ability of
all  constituent organisms  to adjust  and  survive.   Thus,  other species  may  be subsequently
affected due to the  loss of the most susceptible  species.
                                              1-27

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  ZONE OF
INTOLERANCE
               LOWER LIMITS
               OFtOUBANCE
               ZONE OF
            PHYSIOLOGICAL
               STRESS
TOLERANCE RANGE
RANGE OF OPTIMUM
  UPPER LIMITS
  Of TOLERANCE
   ZONE OF
PHYSIOLOGICAL
   STRESS
                                        •  ZONE OF
                                        INTOLERANCE
              ORGANISMS
             INFREQUENT
 ORGANISMS
  ABSENT
                            ORGANISMS
                            INFREQUENT
                                       GREATEST
                                      ABUNDANCE
                                        ORGANISMS
                                          ABSENT
   LOW-*-
  -GRADIENT-
   Figure 1-8.  Idealized conceptual framework illustrating the "law of tolerance," which
   postulates a limited range of various environmental factors within which species can
   survive.

   Source:  Adapted from Smith (1980).
                                          1-28

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     Continued or  severe disturbance of  an  ecosystem 'can overcome its  resistance  or prevent
its  recovery,  with  the result  that  it  is  replaced by  a  new system.   In the  Adirondack
Mountains of New York State, in eastern Canada, and in parts of Scandinavia the original  aqua-
tic  ecosystems  have  been and are continuing  to  be replaced by  ecosystems  different  from the
original because of  acidification  of the aquatic habitat.   Forest ecosystems, however, appear
thus far to  have  been resistant to changes due to perturbation or stress from acidifying sub-
stances.
     The disappearance of fish populations from freshwater lakes and streams is usually one of
the  most readily  observable signs  of lake  acidification.   The death  of fish  in acidified
waters  has  been attributed to the  modification  of a number  of  physiological  processes.   The
sensitivity of  fish  to  low pH levels has also been shown to depend on aqueous calcium levels.
The  reproductive failure of fish has been cited  as  the primary factor leading to the gradual
extinction of fish populations.   Long-term gradual increases in acidity, particularly below pH
5,  interfere with  reproduction  and spawning, producing a decrease in population density and a
shift  in size  and age characteristics  of the population toward larger  and older fish.   Such
effects  often are  not recognizable until the  population  is close to extinction, particularly
in the case of late-maturing species with long lives.  Even relatively small increases (as low
as  5 percent)   in  mortality of  fish  eggs and  fry can decrease  reproduction  and bring about
extinction.
     Acidic pollutants deposited during the winter accumulate in the snowpack and ice, and may
be  released in a relatively short time during the melting of the snowpack and ice cover in the
spring.  The  resulting  sudden  short-term changes in water chemistry  may  have  a significant
impact  on  aquatic  biota, especially if  they  occur during spawning or  during  early stages of
development or  other points in the life cycle when the organisms are particularly vulnerable.
     In  some acidified  lakes,   concentrations of  aluminum may  be  equally and  perhaps  more
important than  pH  levels as a factor causing a decline in fish populations.  At low pH levels
certain  aluminum compounds  in the water may' be mobilized, thereby upsetting the osmoregulatory
function of the blood in fish.  Aluminum toxicity to  aquatic organisms other than fish has not
been assessed.
     When  evaluating the potentia-1  effects  of acidification on  fish  or other biotic popula-
  S.
tions,  it  is  very important to  keep  in mind the highly diversified nature of aquatic systems
spatially,  seasonally,  and year-to-year.  As  a  result of this  diversity,  it is necessary to
evaluate each system  independently  in assessing the reaction of  a population to acidification.
Survival of  a  fish population may  depend more on the availability of  refuge areas from acid
conditions during  spring melt than on  mean  annual  pH, calcium, or inorganic aluminum levels.
     Other  organisms ranging  from  bacteria  to  waterfowl  may  also  be affected by  lake and
stream  acidification.   Organisms  at  all levels  in  the  food  web  appear  to  be  vulnerable.
Reductions  in  the number  and diversity  of  species may occur,  biomass  (total  mass of living
organisms  in a  given  volume of water) may be altered, and processes such as primary production
and decomposition  may be impaired.

                                              1-29

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     Significant  changes that  have  occurred in  aquatic ecosystems with  increasing acidity,
particularly as the pH drops below 5.5, include the following:

     1.   Fish populations are  reduced or eliminated.
     2.   Bacterial  decomposition  is  reduced,   and  fungi  may  become dominant  in  aquatic
          communities  that feed  on  organic debris.   Consequently,  such  matter  accumulates
          rapidly, tying up nutrients and limiting nutrient mineralization and cycling.
     3.   Species  diversity  and total  numbers  of  species  of aquatic  plants  and  animals are
          reduced.  Acid-tolerant species predominate".
     4.   Phytoplankton productivity may be  reduced because of changes in nutrient cycling and
          nutrient limitations.
     5.   Biomass and total productivity of  benthic macroscopic plants and algae may increase,
          in part because of increased lake  transparency.
     6.   The number  and biomass  of herbivorous  invertebrates decline.   Tolerant invertebrate
          species, such  as air-breathing  insects,  may  become  abundant primarily because  of
          reduced fish predation.
     7.   Changes in community  structure occur at all levels in the food web.
     An indirect  effect  of acidification potentially of concern to human health is the possi-
ble contamination  of  edible  fish  and of water  supplies.   Studies in Canada and Sweden reveal
high concentrations  of mercury in  fish from acidified  regions.   Potentially  toxic  levels  of
lead have been  found  in plumbing systems with acidified water, and persons drinking the water
could  be  affected by  the lead.  However,  no cases have yet been  documented  of human  health
effects being  directly  linked to  the impact  of acidic precipitation  on water  supplies  or
edible aquatic organisms.
     Soils may  become gradually acidified  from  an  influx of hydrogen  ions.   Leaching  of the
mobilizable forms  of  mineral  nutrients may  occur.  The  rate of leaching is-determined  by the
buffering capacity of  the soil and the amount and composition of precipitation.   Anion mobil-
ity is also an  important factor in the  leaching of soil nutrients, for cations cannot leach
without the, associated  anions also  leaching.    The  capacity of  soils  to adsorb and  retain
anions increases when hydrated  oxides of iron and of aluminum are present.
     Sulfur and nitrogen  are  essential  for  optimal plant growth.   Plants  usually obtain sul-
fur in the  form of sulfate from  organic  matter during microbial  decomposition.   Wet and dry
deposition of atmospheric  sulfur  is also a  major source.   In soils where sulfur and nitrogen
are limiting nutrients, such deposition may  increase growth in some plant species.   The  amount
of sulfur  entering the  soil  system*  from  the  atmosphere depends  on proximity  to industrial
areas,  sea coast,  and marshlands.   The prevailing winds  and  the amount of precipitation in a
given  region are  also  important.   Near fossil-fuel power plants  and industrial  installations
the amount of sulfur  in precipitation may be as much as 168 kilograms per hectare (150  pounds
per acre)  or more.
     At present there are  no  documented  observations  or measurements  of changes  either  in
natural terrestrial ecosystems  or in agricultural productivity directly attributable  to  acidic
precipitation under  ambient  conditions.   Information  regarding  effects on vegetation comes

                                             1-30

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from controlled research  studies,  which mainly use some form of simulated acidic rain such as
                                                                          +                2-
dilute sulfuric  acid.   These  simulated rains have deposited hydrogen  (H ),  sulfate (SO*  ),
and nitrate (NO.,  )  ions  on vegetation and caused  necrotic  lesions in a wide variety of plant
species under  greenhouse and  laboratory conditions.    Such  results must be  interpreted with
caution,   however,  because the growth and  morphology  of leaves under such  conditions  are not
necessarily typical of field  conditions.  Studies of the effects of simulated acidic precipi-
tation on field crops have reported beneficial, detrimental, or no effects on yield, depending
on the particular species as well as the portion of the plant that is of economic value (e.g.,
root, leaf, fruit).
     Damage to monuments  and  buildings  made of  stone,  corrosion  of metals, and deterioration
of paint  may be  caused  by acidic  precipitation,  but  the  effects resulting from  dry  or wet
deposition of  sulfur compounds  cannot  be clearly distinguished.   Also,  deposition of sulfur
compounds  on  stone surfaces may cause  damage indirectly by providing  a  medium for microbial
growth that can result in deterioration.
     Several   aspects  of the  phenomenon  of  acidic  precipitation remain  subject  to  debate
because of ambiguous or inadequate data.  Important unresolved issues include:

     (1)  the  rate at which  rainfall  is  becoming more acidic  and/or  the rate  at which the
          phenomenon is becoming geographically more widespread;
     (2)  the  relative extent to which  the acidity  of rainfall in a region  depends on local
          emissions of  nitrogen and  sulfur oxides versus  emissions  transported  from distant
          sources;
     (3)  the  relative importance  of changes  in total mass-emission rates compared to changes
          in the  nature  of the emission patterns  (e.g.,  ground-level  versus tall-stack emis-
          sions)  in contributing to the  regional acidification of precipitation;
     (4)  the  relative  contribution of  wet and dry deposition to  the  acidification of lakes
          and streams;
     (5)  the  geographic distribution  of  natural  sources of SO  ,  nitrogen  oxides  (NO ), and
          ammonia,  and  the significance of their  seasonal  as well  as annual  contributions;
     (6)  the existence and significance of anthropogenic, non-combustion sources of SO , NO  ,
          and hydrogen chloride,(HC1);
     (7)  the  dry deposition  rates- for  SO,,  NO  ,  sulfate,  nitrate, and HC1 over various ter-
          rains and at different seasons of the year;
     (8)  the  existence  and  reliability of long-term pH measurements  of lakes and headwater
          streams;
     (9)  the  acceptability of current  models for predicting long-range SO  and NO  transport
          and of  models  for predicting the acid-tolerance of lakes;
     (10)  the  feasibility and costs of 'using  liming or other corrective procedures to prevent
          or reverse damage from acidification;
                                             1-31

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    (11)  the  differential  effects  of  sulfate, nitrate, and  hydrogen  ion deposition on eco-
          system dynamics in both aquatic and terrestrial ecosystems;
    (12)  the  effectiveness  of fertilization resulting from sulfate and nitrate deposition on
          soils;
    (13)  the  ultimate  effects of acidic deposition on agricultural crops, forests, and other
          native plants; and
    (14)  the  effects  of acidic deposition on  soil  microbial  processes and nutrient cycling.
     A  comprehensive critical  assessment  of scientific  evidence  bear-ing on  these and other
issues  will  be  presented  in   a  future EPA  document  on the  causes   and  effects  of  acidic
deposition.
1.8  EFFECTS ON VEGETATION
     Plants  may be  exposed to sulfur dioxide  and particulate s-ulfate  through dry and  wet
deposition.  Of the  two, sulfur dioxide is  potentially more injurious to vegetation, partic-
ularly  when  it is  in combination with  other airborne pollutants.   The effects of S0? through
external  exposure  of  vegetation or through contact  with  the  soil  substrate are  much more
difficult to assess than the effects associated with the entry of S02 into the plant.
     To  cause  injury,   sulfur  dioxide must  enter  a plant through  leaf openings,  or stomata.
After  entering plant cells  through the stomata,  sulfur dioxide is converted  to  sulfite  and
bisulfite, which may then be oxidized to  sulfate.   Sulfate  is about 30 times less toxic than
sulfite  and  bisulfite.   Absorption  rates  and  plant resistance to sulfur have  been shown to
vary with  different species  exposed to S0?.   For example,  sulfur dioxide has  been shown to
induce  stomatal  closure  in  some plants and  to induce  stomatal,, opening  in  others.   In some
instances, tolerance to SO, may depend less  on  the amount  of pollutant absorbed  than  on  the
ability of the plant to move S0? out of the leaf and into other plant tissues.  As long as  the
absorption rate of  S0« in plants does  not  exceed  the rate of conversion to sulfate, the only
effects of exposure  may be changes in opening or closing of stomata, or subtle changes  in  the
biochemical  or physiological   systems.   Such  effects  may  abate   if  SO,  concentrations  are
reduced.   Pollutant  uptake by  plants may  be  influenced by such dynamic  physical  factors as
light,  leaf  surface moisture,  relative humidity,  and soil  moisture.   Such  factors influence
internal  physiological  conditions  in plants  as  well  as stomatal  opening and closing and,
therefore, play a major role in determining the sensitivity of the plant species or cultivars.
     Symptoms  of S02~induced  injury in higher plants may be quite variable,  since response is
governed by  pollutant  dose  (concentration  multiplied by  duration of  exposure),  conditions of
exposure (e.g., day Vs. night, peak vs.  long-term), physiological status of the plant, matura-
tions! stage of plant growth, environmental influences on the pollutant/plant interaction,  and
environmental  influences on the metabolic status of the plant itself.   Although the product of
time and concentration  may  remain constant, the effect of exposure may vary for a given dose.
The relationship between  exposure and injury is generally more  influenced by changes in con-
centration than by changes in duration of exposure.

                                             1-32

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     Possible  plant  responses  to SO-  and  related sulfur  compounds  include:   (1)  increased
growth and  yield due to fertilization  effects;  (2) no detectable response;  (3)  injury mani-
fested as -growth and yield  reductions without  visible  symptoms on the foliage  or  with very
mild foliar  symptoms that  would be difficult to  attribute  to air pollution without comparing
control plants grown under pollution-free conditions;  (4) injury exhibited as chronic or acute
symptoms on foliage with or without associated reduction in growth and yield; and (5) death of
plants or plant communities.
     Under  certain  conditions,   atmospheric  S0«  can have beneficial  effects   on  agronomic
vegetation.    The  amount  of  sulfur  accumulated  from  the  atmosphere by  leaf tissues  is
influenced by  the  amount  of  sulfur in  soil  relative  to  the sulfur requirement  of  the plant.
After  exposure to low  doses of  S0?,  plants grown in  sulfur-deficient soils  have  exhibited
increased productivity.
     As  the concentration  of S0~  increases, plants  may  develop  more predictable  and more
obvious visible  symptoms.  Foliar symptoms  progress from chlorosis, or other types of pigmen-
tation  changes,  to  the development  of necrotic  areas,  the extent  of which  increases with
exposure.  Studies of the  effects of SQp on growth and yield have demonstrated a reduction in
the dry weight of foliage, shoots, roots,  and seeds,  as well as a reduction in the number of
seeds.  At  still higher  doses there are  further reductions in  growth -and yield.   Extensive
mortality has  been  noted  in  forests continuously exposed to S0? for many years.   The presence
of  acute or  chronic foliar injury  does   not necessarily  indicate that  growth or  yield is
affected, nor  does  foliar  injury always portend subsequent growth or yield effects.   However,
plant  productivity  and  visible damage  to foliage are the  best  available  indicators of plant
response to S0?.
     A number  of species  of plants, particularly lichens, are sensitive to low concentrations
of  SOp,  and  some may be used  as  bioindicators  of such pollution.  Even sensitive species may
be  asymptomatic,  however,  depending on the environmental conditions before, during, and after
exposure  to  SO,.  Because of the  absence  of empirical  data quantifying  losses  in  growth or
yield  in  relation  to S0? exposure, sensitive species are generally identified on the basis of
visible symptoms.
     Dose-response studies aid in quantifying plant response to air pollutants.  Useful gener-
alizations on  the  relationship between parameters of plant response and measurable indices of
dose may  be  developed.   "Response" may be  considered  to be a measurable change  in parameters
such  as  gas-exchange rates,  photosynthetic rates, biochemical  pathways,  physiological func-
tions,  degree  of  visible  leaf  injury,  and subsequent  effects  on  growth  and yield.   In
interpreting  dose-response studies,  it is  important to  realize that  the ultimate  effect of
a  given  exposure dose  may be influenced significantly by  environmental  factors that control
the rate of pollutant flux into plant leaves and by plant factors that determine the metabolic
fate of the pollutant within leaf tissues (see Figure 1-9).
                                             1-33

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NUMBER OF,
EXPOSURES"
                                      POLLUTANT
                                   CONCENTRATION
     DOSE-*-
                 DURATION OF
                "EACH EXPOSURE
CLIMATIC FACTORS

EDAPHIC FACTORS

BIOTIC FACTORS
PLANT RECEPTOR
                                MECHANISM  OF ACTION
                GENETIC MAKEUP

                STAGE OF PLANT
                DEVELOPMENT
                                       EFFECTS
                          ACUTE
   CHRONIC
SUBTLE
     Figure 1-9. Conceptual model of the factors involved in air pollution's effects on vegetation.

     Source:  Heck and Brandt (1977).
                                       1-34

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     Concentrations  of SOp  from  point  sources  may fluctuate  widely within  short periods.
Laboratory experiments  have  demonstrated that short-term exposures  at high  concentrations of
SO, are relatively more toxic than longer-term exposures with the same total  dose.  In studies
of the effects on kidney beans of short-term (3-hr) SO, exposures, increasing the peak-to-mean
ratio of  SOp  concentrations  from 1.0 to 2.0  did not alter the degree of depression in photo-
synthetic activity;  however,  increasing  the peak-to-mean ratio  to  6,0 tripled the depression
in  post-fumigation  photosynthetic  activity,  although  the  total   dose  delivered  remained
approximately the same  (i.e., in the 1.0 to 2.0 ppm-hr range).
     Another important  aspect of exposure dose is the frequency and duration of periods of low
SO, stress.   Such  periods may be critical to the recovery of plant 'systems following exposure
to  elevated  levels  of SQp.   Thus,  experimental  studies  using continuous  exposure  systems
probably  overestimate  the toxicity  of the delivered  dose in many  cases.   Recovery would be
more  likely  to  occur  under  field  conditions,  where  fluctuating  meteorological  conditions
strongly  influence exposure patterns.
     Plant  growth  and development  represent  an  integration  of   cellular  and  biochemical
processes.  The  response  of  a given species  or  variety of plants to a specific air pollutant
cannot be precisely predicted on the basis of the known response of related plants to the same
pollutant; neither  can the response of  a plant  be  predicted on the  basis of its response to
similar doses of other  pollutants.  Each plant species is different genetically, and therefore
its genetic susceptibility and the influence of  the environment at the time of exposure must
be considered  for  each plant and  each pollutant.   Because  of the variation in response shown
by different plant species and different cultivars of the same species, making generalizations
is difficult.   For example,   studies  (Dreisinger and McGovern, 1970)  of S0?  effects on vege-
tation  in non-arid  regions   (where  environmental  conditions  such  as high  temperature,  high
humidity,  and abundant sunlight  enhance  plants'  responsiveness to SOp)  indicate  that  many
species of sensitive and intermediately responsive vegetation would  likely, from time to time,
show visible  injury when exposed to peak (5-min), 1-hour, and 3-hour SQp concentrations as low
as  2.6-5.2,   0.13-5.2,  and  0.78-2.1 mg/m3  (1-2,  0.5-2, and 0.3-0.8 ppm)  respectively.   In
contrast, other  studies (Hill et al., 1974)  indicate  that  some species of vegetation in .arid
regions would probably not show visible signs of injury even at SOp concentrations as high as
28.82 mg/m3 (11 ppm) for 2 hours.
     In general,  studies  discussed in Chapter 8 indicate that regardless of the conditions of
exposure,  for a  given plant  species  or variety  there is  a critical SOp  concentration and
.duration  of exposure above which plant  injury will occur.  Such injury results from exceeding
the  plant's  capability to transform toxic SOp  and sulfite  into much  less  toxic sulfate and
ultimately to transfer  or  break down the sulfate.
     At present,  data  concerning the interactions of S0? with other pollutants indicate that,
on a  regional scale, SQp  occurs at  least intermittently at concentrations high enough to pro-
duce  significant  interactions with other pollutants, principally ozone.   A  major weakness in
the  understanding of  pollutant interactions, however,  is  the  lack of in-depth  analysis of
existing  regional  air-quality  data  sets for the three principal pollutants  (SOp,  ozone, and
                                             1-35

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nitrogen dioxide).   Analysis  of these data should  show  how frequently and at what concentra-
tions  the  pollutants  occur  together both  spatially and  temporally  within regions  of major
concern.   The relative  impact  on plants  of  the  simultaneous  versus sequential  exposure  to
these pollutants  is  also not well documented and  is crucial in evaluating the likelihood and
extent of potential pollutant interactive effects under field conditions.
     A few studies  have reported that combinations of particulate matter and SO,, or particu-
late matter and other pollutants, may increase foliar uptake of SO,, increase foliar injury of
vegetation by  heavy  metals,  and/or reduce growth and yield.  Because of the complex nature of
particulate  pollutants, conventional methods  for  assessing pollutant  injury  to vegetation,
such as  dose-response  relationships, are  poorly  developed.  Studies  have  generally  reported
responses  relative  to  a  given  source and  the  physical  size or chemical  composition  of the
particles.    For  the most part,  studies  have  not focused on  effects  associated with  specific
ambient concentrations.  Coarse particles,  such as dust,  directly  deposited  on leaf surfaces
can reduce gas exchange, increase leaf surface temperature, reduce photosynthesis, and lead to
chlorosis,  reduced growth,  and  leaf necrosis.   Heavy metals deposited either on leaf surfaces
or on the  soil and subsequently taken up by a plant can accumulate and reach toxic concentra-
tions within the tissues of the plant.
     Natural  ecosystems  are  integral  to the maintenance of the biosphere, and disturbances of
these ecosystems  may have  long-range effects  that are difficult to predict.   In the  United
States anthropogenic contributions to atmospheric sulfur exceed natural sources; most of these
emissions  are  deposited (by  wet and dry  deposition) on  terrestrial  and aquatic ecosystems.
The subsequent fate  and distribution of sulfur  in  these systems is not well  understood.   The
wet deposition of sulfur compounds is discussed in Chapter 7.
     Natural  ecosystems do not  respond to environmental perturbations in the same manner as do
a few  isolated individuals  or  crop monocultures.   The  responses observed in ecosystems under
ambient  conditions  are  a  complex function of  many  variables,  which cannot  conclusively  be
attributed to  any particular substance  such as  sulfur dioxide or particulate matter  alone.
Data relating  responses of ecosystems to specific doses of SO^ and other pollutants are  diffi-
cult to  obtain and  interpret because of the generally longer periods of time over which these
responses occur and "because of  the many biotic and abiotic factors that modify them.
     Vegetation within  terrestrial ecosystems  is  sensitive to SO, toxicity,  as  evidenced by
changes  in physiology, growth,  development,  survival,  reproductive  potential, and community
composition.    Indirect  effects  may result from the modification of the habitat through  change
in the  decomposition of litter and the  cycling of nutrients or through altered  structure of
the community.   At the  community  level  chronic exposure to  SCL, particularly in combination
with other pollutants  such  as  ozone may cause shifts in community composition as evidenced by
elimination of individuals or populations sensitive to the pollutant.   Differential effects on
individual  species  within a  community  can  occur through direct effects  on sensitive species
and through  alteration  of the relative  competitive potential of  species within the plant
                                             1-36

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community.  In one  study'of a forest chronically exposed to gaseous sulfur emissions, changes
were observed  in the mineral  nutrient  balance  and in the  biological  relationships  among the
various  components   of   the  ecosystem.   However,  a  reduction in  gaseous  sulfur  emissions
occurred during the study, and it appeared that the changes resulting from the ecological per-
turbations were reversible.
     Particulate emissions  have their  greatest impact  on  terrestrial ecosystems near  large
sources  of  emission.   Particulate  matter in itself  constitutes a problem only  in  those few
areas where rates of deposition are very high.   However, ecological.modification may occur if
the particles contain toxic  elements, even though  deposition  rates are moderate.  Solubility
of  particle  constituents  is  a critical  factor determining the impact  of particulate matter
deposited  on  terrestrial  ecosystems since  water-insoluble  elements  are  not mobile  within
ecosystems.  Most of the material deposited by wet and dry deposition on  foliar surfaces in
vegetated areas  is  transferred  to  the  soil  where accumulation in the  litter  layer occurs.
Such accumulation may affect recycling of the nutrients in litter.
1.9  EFFECTS ON VISIBILITY AND CLIMATE
     "Atmospheric visibility"  is a  term often  used  by airport weather  observers  to connote
visual  range,  which refers to the farthest distance at which a large, black object can be seen
against  the horizon sky  in  the  daytime.   In  the  everyday -sense,  visibility relates  to
atmospheric clarity and the  perceived  characteristics of  viewed  surroundings,  including the
contrast  and the color  of objects and sky.  Pollution affects visibility in two primary ways:
(1) as coherent  plumes  or haze  layers  visible  because of their contrast with background; and
(2) as  widespread,  relatively  homogeneous haze  that  reduces contrast of  viewed targets and
reduces  visual range.   The kind and degree of effects are determined largely by the distribu-
tion and  characteristics of  atmospheric particulate matter, which scatters and absorbs light.
     The  currently  available methods  for monitoring  visibility measure  different  aspects of
visibility impairment.   Generally, contrast-type measurements (such as photography, telephoto-
metry,  and  human eye observations)  relate well  to the perception of visual air quality,  while
extinction or scattering measurements (such as transmissometry and nephelometry) relate to the
cause of visibility degradation.  Each of these measurement methods can be used to approximate
visual  range.   No single method  is yet widely accepted for measuring light absorption.
     Visibility  in  the   United  States,  as indicated  by airport observations,  is depicted in
Figure 1-10.   Some uncertainty  arises  from  the use of airport  data  to characterize regional
visibility  because  of differences  in target quality  and observers between  sites and at the
same site.   Despite these  limitations, the data should be  at least  indicative of regional
trends.   The  best  visibility  occurs in  the  mountainous Southwest where annual  median  visi-
bility exceeds  110  km  (70 miles).    East of the  Mississippi  and  south  of  the  Great Lakes,
annual   median  visibilities  are less than 24  km  (15  miles)  and  are significantly  lower in
summer,  particularly during  sporadic   episodes  of  regional  haze.   To  some extent,  these
regional  differences reflect naturally occurring meteorological patterns,  such as  the higher
humidity  of the Southeast versus the Southwest.

                                            1-37

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              25
M
00
oo
    P: BASED ON PHOTOGRAPHIC
      PHOTOMETRY DATA

    N: BASED ON NEPHELOMETRY DATA
    *: BASED ON UNCERTAIN EXTRAPOLATION
      OF VISIBILITY FREQUENCY DISTRIBUTION
                                                                                                   15
                    Figure 1-10. Median yearly visual range (miles) and isopleths for suburban/nonurban areas,
                    1974-1976.  (1 mile =1.6 km)

                    Source: Trijonis and Shapland (1979).

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     Visual range is inversely related to total extinction and can be estimated, if extinction
is known,  by  the  Koschmieder relationship (see Figure  1-11).   Total  extinction is the sum of
scattering and absorption by particles and by gases.   Because extinction is dependent on wave-
length  and sun  angle,  particle-derived  haze may appear blue, white,  gray,  or  brown  under
varying conditions.   On a regional scale, visibility reduction is generally dominated by light
scattering by  fine  particles,  particularly  those in  the 0.1  to  2 urn  size range.   In urban
areas, absorption of  light  by fine carbonaceous particles  (and,  to a lesser extent, N02) can
become important.
     Extinction due  to scattering is closely proportional to the fine-particle  mass concentra-
tion  (Figure  1-12), with typical  extinction/fine mass  concentration  ratios  (for <70-percent
                               2
relative humidity) of about 3 m /g.   Measurements suggest that extinction due to fine-particle
scattering will increase  by a factor of  two  to  three as relative  humidity  (RH)  is increased
from  50  to 90  percent.   This  increase  is due to  absorption  of  atmospheric  water  vapor by
aerosol  constituents  such as sulfates.   Despite the  well-established  functional  relationship
between  visual  range and fine-particle  mass  concentration, the choice  of fixed  coefficients
for the  relationship is  complicated  by  the  spatial  and temporal  variation of  RH, particle
composition,  and observer contrast thresholds.
     The major  constituents  of  fine particles from natural  and anthropogenic  sources contri-
bute  in  varying degrees  to  the impairment of visibility.   Theoretical  and empirical findings
suggest that two .constituents, sulfates and elemental  carbon, generally tend to be most signi-
ficant.  Sulfate, with associated ammonium and water,  often  dominates  the fine-particle mass
and  hence impairment of visibility.   In  urban  areas,  elemental  carbon  can   be a  major
visibility-reducing   species.   In  both cases, significant variations  can occur  at different
times  and  sites.   Other  species,  such as  nitrates  and organics,  may also  be  important,  but
understanding of their roles is hindered by lack of reliable data.
     Studies  of trends in airport visibility  in the Eastern United States indicate that, while
wintertime  visibilities   improved  in  some   northeastern  locations,  visibility  in  the  East
declined overall  (Figure 1-13).   Summer,  often the  season of  best  visibility  in  the early
1950s,  is  currently  the season  of  worst visibility.   From  1948  to  1974,  summertime  haze
(extinction)   increased  by more than  100 percent in  the Central  Eastern States,   by 50  to 70
percent  in the  Midwest   and the  Eastern Sunbelt  States,   and  by  10   to  20  percent  in  the
New England area.   Although the results of airport surveys'should be viewed with  caution, the
results  are consistent from site  to site.  Similarities  exist  in  the long-term record of the
spatial  and  seasonal trends  in airport visibility,  sulfate  concentrations, and  point-source
emissions  of  SO .   These similarities  suggest,  but  do  not  prove,  that  historical visibility
                J\
trends  in  the  East  were caused,  at  least in  part,  by regional  sulfur oxides emissions and
resultant  sulfate aerosol concentrations.
      Reductions in visibility can adversely affect transportation safety, property values, and
aesthetics.   When  visibility (visual, range)  drops below 4.8  km  (3 miles),  Federal Aviation
                                            1-39

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     O.i0

     0,40


     0.30
  *

  f
     °-20
  z
  LU
  5
   .
  Ul
  8  0,10
  a
  z
  LU
     0.05
     0.03
IT
            I  I  I  I  I I
                              I
                                        I
                    10        20           SO

                        VISUAL RANGE, km
                                100
Figure 1-11. Inverse proportionality between visual range (V)
and the scattering coefficient (osp) as measured at the point
of observation. The straight line is derived from the Kosch-
mieder formula for visual range, assuming V = 3.9/asp and
nonabsorbing media (0ext = °spJ- The correlation coefficient
for V and osp is —0.89.

Source:  Horvath and Noll (1969).
                           1-40

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59
tu H
       60
       40
  z  5
  iu  a. 20
   ,-  0.2
    & 0.1
           4/17
4/18
4/19
4/20
4/21
4/22
                             TIME, days
  Figure 1-12. Simultaneous in situ monitoring of osp and
  fine-particle mass concentration in St. Louis in April 1973
  showed a high correlation coefficient of 0.96, indicating
  that osp depends primarily on the fine-particle
  concentration.

  Source: Macias and Husar (1976).
                            1-41

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          1S48-S2
                                 196064
                                          1970-74
EXTINCTION
COEFFICIENT, km

VISIBILITY, miles
           (km)
-1
      >0.36

      <6.B
      «11)
0.3-0,36

6.6-8
(11-13)
0.24-0.30

8-10
(13-16)
0.18-0.24

10-13.3
 (16-21)
<0,18

>13.3
Figure 1-13. The spatial distribution of 5-year average extinction
coefficients shows the substantial increases of third-quarter ex-
tinction coefficients in the Carolinas, Ohio River Valley, and
Tennessee-Kentucky area. In the summers of 1948-1952, a 1000-
km size multistate region around Atlanta, GA, had visibility greater
thaq 24 km (15 miles); visibility had declined to less than 13 km
(8. miles)  by the 1970s.  The spatial trend  of wmter (first quarter)
visibility shows improvements in the Northeast megalopolis region
and some worsening in the Sunbelt region. Both spring and fall
quarters exhibit moderate but detectable increases over the entire
Eastern United States.

Source: Husar et al. (1979).
                                    1-42

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Administration regulations restrict flight in controlled air spaces to those aircraft equipped
with instrument flight  rules  (IFR) instrumentation.  ^ Under these  conditions,  most small air-
craft would be grounded.  In addition, for some airports operating under IFR conditions during
periods of  peak tra'ffic, delays  in  arrivals and departures might  occur.   Airport visibility
data from the National  Weather Service indicate  that  during  the summer months  about  half of
all visibilities less than  4.8 km (3 miles) at noontime occur in the absence of fog, precipi-
tation, or  blowing material.  Preliminary  studies  of  the economic  value  of visibility, con-
ducted in both  urban  and nonurban settings, show that  the public is concerned and willing to
pay for improved visual  air quality.  These studies are still  too limited, however, to permit
any large-scale quantitative evaluation.
     The relatively long residence time and, light-attenuating properties of fine particles may
lead to  slow and  subtle changes  in  the  nature  of  the atmosphere  and,  possibly,  in climate.
Three  possible  effects  have been  recognized,  each  of  which may have  far-reaching and inter-
related consequences.   First, the amount of solar energy reaching ground level may be reduced,
some being  backscattered to space and some being diverted to  increased atmospheric heating.
Thus,  less  energy  will  be available at ground level  for photosynthesis and commercial  exploi-
tation of  solar energy.   Second,  reductions  in  solar radiation  may  lead  to  alterations in
local  or regional  temperatures,  which may lead to changes in  atmospheric stability, agricul-
tural  production,  energy usage,  and sea level.  Third,   increased  cloud  formation may alter
precipitation patterns,  which  may  lead to  changes  in agricultural production.   The  complex
radiative  interactions   between  atmosphere  and  earth  have obscured  the  influence  of fine
particles on temperature balance  and precipitation  patterns.   The  role of  fine particles in
reducing grqund level  solar radiation is better understood.
     If there are  no  clouds between  the  observer and  the sun, the  intensity  of direct solar
radiation for a  given solar elevation depends on the variable amount of dust, haze, and water
vapor  in the atmosphere.  The extinction produced by these constituents is called "atmospheric
turbidity."  Data from a 29-station turbidity network showed that there are strong spatial and
temporal variations of turbidity across the United States.  The mean annual net loss of ground
level  solar radiation  due  to  particles  for 1961-1966 was estimated  at  2.6  percent  for the
Southwestern  United  States  and 4 percent  for   the Midwestern states,  based  on reasonable
assumptions  for the  amount  backscattered  to  space   or lost  to  heat-absorbing particles.
Turbidities  in  the Eastern United States in the  summer imply net losses to haVe been about 6
percent.   More recent  reports  from the  network (1972-1975)  imply  net  .losses  of about 10
percent for average summer conditions in the East.   Long-term trends in atmospheric turbidity
in  the Eastern United  States  are qualitatively  consistent with those  for airport visibility
(Figure 1-14).
                                            1-43

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                               TURBIDITY TREND
                                           1961-66 » —«
                                           1872-75
 0 t.l.l.l.l.t.l-l.'»l-' '•'  II.1.1.1.1.I.I.1.1.1.1.1.1 ii.l.l.l.l
1. 1. 1, 1.1.
J F M A M
           J J A S O N O

         MdNTH
Figure 1-14. Seasonal turbidity patterns for 1961—1966 and 1972—1975 are
shown for selected regions in the Eastern United States.

Source:  Flowers et al. (196i), and WMO (1974 through 1977).
                                  1-44

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1.10  EFFECTS ON MATERIALS
     Physical damage  to materials by  sulfur  oxides and particulate matter  has  been investi-
gated in field and laboratory studies.   Various approaches have been used to estimate economic
damage.   Economic  determinations have  directly  related ambient pollutant  levels  to economic
damage estimates, or they have estimated economic damage on the basis of physical damage func-
tions.  The  latter method,  called  here the  physical  damage function  approach, has been the
method of choice in the past.  Other studies,  especially in the last decade, have employed the
first approach.   Both approaches share a common element: an estimation of willingness to pay to
reduce the damage.
     Approaches employing physical damage functions have been most widely used and, therefore,
have  received the  most extensive treatment.  The damage function is a mathematical expression
linking exposure to damage, expressed in terms appropriate to the interaction of the pollutant
and material.   For example,  corrosion  of metal would be expressed in units of thickness lost,
and deterioration  of paint  in units  of  reflectance or  thickness  lost.  A major problem in
establishing reliable damage functions  for a given pollutant involves separating influences of
the pollutant from those of meteorological parameters  (e.g.,  temperature,  relative humidity,
sunlight, windspeed, wind  direction)  and other air  pollutants.   For the corrosion of metals,
the duration of surface wetness is the most important variable.
     Economic valuations may  require  determinations of a critical  damage  level.   This level
represents the  point  at which the service life or utility of the material ends or is severely
impaired.  When this point is reached,  replacement or repair costs are incurred.   For example,
if a  typical  coat  of paint  is  60 (jm thick, the critical  damage  level  at which repainting is
necessary might be about 10  |jm.  Monetary value is determined through  economic damage func-
tions, which may be developed from physical damage functions.  This approach includes exposure,
replacement  cost,   protection cost, and other  data,   but it  cannot  account  for  damage  to
irreplaceable items, such as works of art, where the only measurable cost is that of preserva-
tion.    However, only  a few  of the functions  developed to  date  are relatively  reliable  in
determining damage, and  none has been generally accepted for estimating costs. •
     The  best  documented  and  most  significant  damages  from  sulfur oxides  and  particulate
matter  involve  accelerated corrosion  of metal,  erosion and soiling of  paint,  and soiling of
buildings and other structures.   Erosion of stone  and  other building materials due to sulfur
oxides  is also well  established,  but  the  importance of  sulfur  oxides  relative  to other
pollutants is  not  clear.   Although evidence  of  damage to  fibers  (e.g.,  cotton  and nylon),
paper,  leather, and electrical  components has been reported,  reliable  damage functions have
not been developed  for these materials.
     Table 1-2  displays damage  functions  developed for effects of  SOp on  zinc,  steel, and
house paint.  These equations and the data from which they are derived  imply that temperature
and particulate matter are relatively  unimportant factors  in metal corrosion and that the most
important factor  is surface wetness.  Corrosion will not take place when the metal  surface is
                                            1-45

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                    TABLE 1-2.   SELECTED PHYSICAL        FUNCTIONS  RELATED TO S02 EXPOSURE
    Material
         Reference
Exposure-Response relationships
Zinc
Haym'e and Upham,  1970   Y = 0.001028  (RH  -  48.8)  S02
                                              0.92
Galvanized steel        Haynie et al.,  1976      corr =  (0.0187  SO,  +  e  4L85 "  23»240/RT)t           0.91
                                                                   c.                        W
Galvanized steel        Haynie, 1980
                         corr =  2.32  t+  0.0134v°'781SO,t,
                                      w                /,  w
Oil-base house paint    Spence et al.,  1975      Y = 14.3 +  0.0151  S02 +  0.388  RH
Enameling steel
Weathering steel
Haynie and Upham,  1974   corr = 325 &  e^'00275  S02 '
Haynie et al. ,  1976      corr = [5.64 ^ *  e(55'44 '  31,150/KT)]
                                         Not provided
                                         by author.
                                                                              0.61
                                         Not provided
                                         by authors.
                                              0.91
corr = depth of corrosion or erosion,  (Jin
Y = corrosion/erosion rate, |jm/yr  "
S02 = |jg/m3 S02
R = gas constant (1.9872 cal/gm mol K)
RH = percent annual average relative humidity
                                  f  = fractional  time  of panel wetness
                                     = time  of wetness  in years
                                     = wind  velocity  in m/s
                                     = geometric mean temperature  of panels when wet, K
                                     = time  exposure, years
  w
  v
  T
  t
Note:  1 ppm S09 = 2620 ng/m .

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dry.  This dominant  factor is usually approximated by  a "time-of-wetness" term, that is, the
amount of time  the relative humidity (RH)  exceeds  some critical  level (60 to 80 percent RH),
which varies  for  different metals.   There  are,  of  course,  several  sources of moisture (e.g.,
rain,  snow,   fog,  condensation),  but RH  is the  usual  proxy  for  moisture from  all  sources.
Corrosion initiated  by  surface wetness  is accelerated by SCL.  An increase in either the con-
centration of SOp  or the relative humidity  is  accompanied  by an increase in the rate of cor-
rosion.  The  relative  importance  of the two  factors  in accelerating corrosion  is  shown in
Figures  1-15  and  1-16,  based on analyses  of 'field  data.   As shown  in  Figure  1-16,  a 100-
percent increase in the average concentration of sulfur dioxide has about the same effect as a
10-percent increase  in relative humidity above  a critical  humidity level.   In  some  areas of
the country (see  Figure 1-17) the humidity is usually at or above the critical level  of 60 to
80 percent RH; in other areas, the critical  level is rarely reached.
     The  impact of  relative  humidity  must  be taken  into  account in  estimating nationwide
damage to metals  from SOp.  Average annual  RH  can  vary 10 percent even  within  one region of
the  country;  for  instance,  included in the  data base  for  Figures 1-15  and  1-16 are average
RH's  of  29 and  39 percent for Las Vegas and  Phoenix,  respectively.   The range  in RH  for 57
sites covering  34  States and the District of Columbia was 29 to 76 percent.   Average S09 con-
                                                              3 '
centrations measured  at these sites ranged from 9 to 374 ug/m  (0.003 to 0.14 ppm) during the
same period.   This wide variation is useful  in regression analysis .for developing damage func-
tions, but it greatly complicates estimation of  aggregate  damage.   Relative humidity and SOp
concentrations  vary  spatially and  seasonally.   Their  respective spatial  and temporal  varia-
tions, however,  are  not the same across the  country.   In some areas, the highest SOp concen-
trations coincide  with periods of  highest  relative humidity; in other areas, the reverse is
true.
     Even if  there were a means to predict with perfect precision the amount of corrosion in-
curred by  a  metal  surface due to  a specified  level of S0?, it would still  be difficult to
arrive at an acceptable aggregate damage estimate.  One would have to know the total thickness
of  the metal  layer in-question, the  critical  thickness below which repair  or replacement is
necessary, and  the total  area of  surface  exposed.  This information has not been compiled;
instead,  various  surrogates  have  been used, typically annual production data modified by some
service-life .factor.   These  surrogates  do  not  account for  such influences  as  indoor  versus
outdoor  use,  use  of protective coatings, or subjective judgments as to the point at which the
object in use should or could be repaired or replaced.  The latter judgment is influenced both
by  willingness  to  pay and ability to pay,  and is tied to the  economic  status of the user or
owner.   Because of  these complex  factors, recent attempts  to relate  atmospheric pollutant
levels to economic damage have focused on the development of direct relationships between pol-
lutant concentrations and economic benefit or loss of utility.
                                            1-47

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                 100
                          150
                                   200
                                             250
                     SO2 CONCENTRATION, jig/m3
Figure 1-15. Steel corrosion behavior as a function of average SO2
concentration at 65% relative humidity.

Source:  Adapted from Haynie and Upham (1974).
                             1-48

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   100


   90


   80


   70
E

w-  60
»-


1  50
O

1  40
cc
o
g
    10
            I
_L
                 fill
_L
           10    20    30   40    50   60    70    80    90   100


                  AVERAGE RELATIVE HUMIDITY, %
    Figure 1-16. Steel corrosion behavior as a function of average
    relative humidity at three average concentration levels of sul-
    fur dioxide.

    Source: Haynie and Upham {1974}.
                                1-49

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Figure 1-17. Isopleths of annual mean relative humidity in the United States,
Source:  U.S. Environmental Protection Agency (1979).
                                1-50

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     Estimates of nationwide  erosion  of paint and building  materials  are limited by the same
kinds of  factors  limiting  estimates of metal corrosion.  Factors such as humidity, nature and
extent of exposure,  and critical damage points are quantifiable for the nation as a whole only
with a  great deal  of uncertainty.  Costs  assigned  to repair or replacement  are often neces-
sarily arbitrary.   Furthermore,  damage functions for paint  and  building materials' are not as
well documented as are those for metals.
     The  least  reliable of  the damage functions  are those for soiling  from PM.   Regression
analyses  show  that  the   relationship between  soiling  .(loss  of reflectance)  of  building
materials, including paint, and TSP exposure is tenuous. (See Chapter 3 for information on the
lack of a consistent general  relationship between reflectance and TSP).  Furthermore, reflec-
tance is  not the only property of  PM  important  to soiling; also  important  is  particle size,
for  the  deposition  velocity of  particles  depends  on their  size.   Characteristics  such as
stickiness,  oiliness, and  tarriness,  which would increase adherence of deposited particles to
a surface, should also  be  considered.   There  is  at  present no single technique that combines
all relevant measurements of reflectance,  adherence,  and particle size.
     The  limitations of these and other physical-damage functions hinder accurate estimates of
total material  damage and soiling.  Coupled with these limitations is  the  lack of material-
exposure  estimates.    These problems currently preclude complete and accurate estimates of the
costs of  damage based on a physical-damage function approach.  Nevertheless, the best estimate
of  economic  loss  in 1970 due to  50,,-related materials  damage is $900 million (1978 dollars).
Reduction  in S0?  levels from 1970 to  1978 are estimated to have resulted in an annual benefit
of  up to  $400 million (1978 dollars)  in reduced materials damage.   Because of the above-cited
difficulties, most soiling-cost estimates developed since 1970 have departed from the physical
damage  function  approach to examine cost and  frequency of household cleaning and maintenance
tasks.  The  evidence to date indicates that though  cleaning and maintenance expenditures are
not  a function  of TSP levels,  the  monetary  value of increased cleanliness resulting from TSP
reduction  can be  calculated,  based   on  an  estimated  economic loss  of $2000  million (1978
dollars)  in  1970 due  to exterior  household soiling.  "Reductions  in TSP  levels from 1970 to
1978 are  judged to have resulted  in annual benefits of $200 to $700 million from less soiling.
     The  above  estimates  for  SO, and  TSP reductions  are quite rough, but  they can serve to
represent the direction and  magnitude of  changes  in  benefits  associated with  improved air
quality.  ' Other  estimates  of costs for materials damage and soiling have related ambient pol-
lutant  concentrations directly to  economic  benefit  or loss of  utility.   The  value of such
approaches  is currently  limited  by   their  inability to  distinguish  the different  types of
effects  of  a pollutant,  the relative roles  of different  pollutants,  and  the  influence of
socioeconomic variables.   Though  they show  promise for future application, it is not clear at
present that these approaches are adequate for decisionmaking guidance.
                                            1-51

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1.11  RESPIRATORY TRACT DEPOSITION AND FATE OF SULFUR OXIDES AND PARTICIPATE .MATTER
     Information on the deposition and fate of sulfur oxides and particulate matter in various
regions of animal and human respiratory systems aids in understanding the findings from animal
toxicological, human clinical, and epidemiclogical studies discussed in subsequent chapters of
this  document.   In  both  animal  laboratory  and human  clinical  studies, exposure  levels can
usually be measured near the point  of  inhalation.   Moreover,  animal studies can often deter-
mine  the  relationship  between  exposure  level  and the  amount  actually reaching  the target
organ.  The   monitoring  instruments  used  in- these  studies,  however,  vary  considerably from
those used for  ambient air sampling. The  resulting differences  in exposure characterizations
have  important  implications  for quantifying  the  dose-response   relationships  that may  be
derived from the various types  of studies described in  the health-effects  chapters  (12, 13,
14) of this  document.
     The respiratory tract (Figure 1-18) includes the passages of the nose, mouth, nasal phar-
ynx,  oral  pharynx,  epiglottis,  larynx,  trachea,  bronchi, bronchioles,  and small  ducts and
alveoli of the pulmonary acini.  With respect to respiratory tract deposition and clearance of
inhaled aerosols,  three regions  can be considered:  (1)  extrathoracic  (ET),  the airways ex-
tending from the  nares down to the  epiglottis  and larynx at the entrance to the trachea (the
mouth  is  included  in  this  region  during mouth  breathing);  (2)   tracheobronchial  (TB), the
primary conducting  airways of  the  lung  from  the trachea to the  terminal  bronchioles (i.e.,
that  portion of the lung  respiratory tract having a ciliated epithelium);  and (3) pulmonary
(P),  the  parenchyma! airspaces  of the lung, including the  respiratory  bronchioles,  alveolar
ducts, alveolar sacs,  atria,  and alveoli  (i.e., the  gas-exchange  region).   The extrathoracic
region, as defined above, corresponds exactly to the definition of the nasopharynx used by the
International Commission  on Radiological  Protection Task Group  on Lung  Dynamics  (Morrow et
al., 1966).
     The nose is  a  complex structure of cartilage and muscle supported by bone and lined with
mucosa.  The vestibule of the  nares is unciliated but contains a  low-resistance filter con-
sisting of small hair.s.  The nasal volume is separated into two cavities by a 2- to 7-mm thick
septum.  The  inner fossae and turbinates are ciliated, with mucus flow in the direction of the
pharynx.   The turbinates are  shelf-like  projections of bone covered by  ciliated mucous mem-
branes with  a high surface-to-volume ratio that facilitates humidification of the incoming air.
The larynx consists of two pairs of mucosal folds that narrow the airway.
     The trachea, an elastic tube supported by 16 to 20 cartilaginous rings that circle about
three-fourths of  its circumference,  is the first  and  largest  of a series of branching airway
ducts.  The  left  and right lungs  are entered  by the two major bronchi thai; branch off of the
trachea (Figure 1-18).   The  left lung consists  of two  clearly separated lobes, the upper and
lower lobes;  the  right lung consists of three lobes, the upper,  middle,  and lower lobes.  The
conductive airways  in each  lobe of the lung consist of  up to 18  to  20 dichotomous branches
from the bronchi to the terminal, bronchioles.
                                            1-52

-------
                                                           LEFT WALL OF NASAL CAVITY
                                                                AND TURBINATES
                                                               ORAL CAVITY
RIGHT MAIN BRONCHUS
UPPER LOBE BRONCHUS
  MEDIAL LOBE
   BRONCHUS
     I
  LOWER LOB!

  BRONCHUS
                               LUNG PARENCHYMA
                                  AND ALVEOLI
                                                             UPPER LOBE BRONCHUS
LOWER LOBE BRONCHUS
 Figure 1-18.  Features of the respiratory tract of man used in the description of the deposition of
 inhaled particles and gases with insert showing parts of a silicon rubber cast of a human lung show-
 ing some separated bronchioles to 3 mm diameter, some bronchioles from 3 mm diameter to term-
 inal bronchioles, and some separated respiratory acinus bundles.

 Source;  Adapted from Hatch and Gross (1964) and Raabe (1979).
                                            1-53

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     The pulmonary gas-exchange region of the lung begins with the partially alveolated respi-
ratory bronchioles.  Pulmonary branching proceeds through a few levels of respiratory bronchi-
oles to completely alveolated ducts and alveolar sacs.  Alveoli are thin-wallefd polyhedral air
pouches  that  cluster  about the  acini  through  connections with  respiratory  bronchioles,
alveolar ducts,  or,alveolar sacs.   Oxygen uptake and carbon dioxide excretion occur via cells
located in the alveoli.
     Because  sulfur dioxide is highly  soluble  in water, it  is readily  absorbed upon contact
with the  moist  surfaces  of the nose and  upper respiratory .passages.   Removal  of- $0« by the
upper airways during inhalation determines how much SC^ penetrates to the tracheobronchial and
pulmonary regions of the lung.  Sulfur dioxide is almost completely removed (95 to 99 percent)
by  nasal  absorption under  resting conditions  in  both man  and  laboratory animals.  However,
animal studies  indicate that  SCL  removal from the respiratory  tract  is significantly lower
during oral  breathing  than  during  nasal breathing.   Since  increasing activity  levels and
respiratory workloads generally lead to a shift from nasal to oronasal breathing, SO^ penetra-
tion to the  lower respiratory tract increases accordingly.  In addition, some persons tend to
breathe orally  or oronasally  even at rest,  thereby  increasing their exposure.   Furthermore,
fine particles  in the inhaled air may  increase the penetration  of sulfur  compounds  into the
lower respiratory tract.
     The majority  of  studies concerning the deposition of S09 in animals and people have been
                                              •5              t
done at concentrations  greater than 2.62 mg/m   (1  ppm).   The 95 to 99 percent removal of S02
by the upper respiratory tract noted above  has  not been confirmed at levels ordinarily found
                                             •a
in ambient air  (generally less than 0.1 mg/m  [0.038 ppm]).  It  is anticipated, however, that
similar deposition patterns would be observed at these lower concentrations of SO,.
     Once  inhaled,  SQ2  is  absorbed  quickly  into  the  secretions  lining  the  respiratory
passages.   Host  is transferred rapidly into the  systemic  circulation from all regions of the
respiratory  tract.  However,  of the total S02  inhaled,  less than 15 percent  is  likely to be
exhaled immediately, with only small amounts (about 3 percent) to be exhaled later.
     The deposition of  inhaled particles in the  respiratory tract is complex.  Deposition in
different  regions of  the  respiratory  tract  depends upon  breathing patterns  and  upon the
physical  properties  of  the  inhaled  particles.   Particles  .inhaled  through  the nose  are
deposited  in patterns markedly  different from  particles  inhaled through  the mouth.   During
nasal breathing, most particles greater than  4 urn i.n aerodynamic diameter*  are deposited in
the respiratory  tract.   With oral  breathing, on the other hand,  nearly complete deposition is
observed only for particles greater than 10 urn.  In both modes of breathing, larger particles
*Aerodynamic  diameter is, defined  as the  diameter  of a  unit density  sphere  having the same
 settling  speed under gravity  as  tha  particle  in question, whatever  its  shape and density.
 Unless stated otherwise  in this chapter, all particle sizes are given as aerodynamic
 diameters.
                                            1-54

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are deposited  mainly in  the  upper airways above  the trachea.   However, 20 to  30  percent of
particles between  5 and  10  (j"1  inhaled  during oral  breathing are deposited farther down the
respiratory tract in the trachea and bronchial airways.  At levels of light physical activity,
only  about  10 percent  of particles  as  large as  15 urn  are  thought to  be deposited  in the
tracheobronchial  region.
     The deeper  penetration  of  particles  into the  respiratory tract when  a  person breathes
through the mouth  is reflected in the deposition  data of Figure 1-19.   Generally,  between 10
and 20 percent (see lighter  shaded area of  figure)  of inhaled particles less than about 1 |jm
are deposited in the pulmonary region.  About 20-percent pulmonary  deposition is typical for
particles 1  to 4  urn when inhaled  through the nose; when particles are  inhaled through the
mouth, substantially greater  (20 to 70 percent) pulmonary deposition  results, especially for
particles around  3-. 5 urn.  For nasal  breathing,  the peak of the pulmonary  deposition curve
shifts downward from 3.5 to  2.5 pm.  Depending upon breathing frequency and the volume of air
inhaled  or  exhaled  during a  breathing cycle (tidal  volume),  pulmonary deposition  of 5-|jm
particles can vary from as little as 5 percent to as much  as 50 percent during oral  breathing.
However, only about 5  to 13 percent  of  particles  as large as 8  to  9 urn are deposited in the
pulmonary region.
     Studies of the regional  deposition of particles less than 3 pm have been conducted using
dogs, rats, and  hamsters.   In these animals  the  relative distribution  of the particles along
the respiratory  tract  during  nasal  breathing follows  a  regional deposition  pattern that is
similar  to  that, found  in humans  during  nasal breathing.   Hence, it is  possible, with appro-
priate corrections,  to extrapolate  from these animals to humans for particles, in this size
range.
     Children are  usually considered  to be  more  susceptible than  adults  to the  effects of
environmental pollutants,  but deposition  data for children are  not  currently available, nor
are they likely to be obtained soon because of ethical  and other constraints on using children
as  experimental  subjects.   The  few  data that are  available on  other populations,  such as
persons with asthma or chronic bronchitis, indicate  that tracheobronchial  deposition appears
to  increase while  pulmonary  deposition decreases  in  most abnormal respiratory conditions.
     By  taking  into account  the biological  effects  of  the  particles  and  the  population at
risk,  air-sampling  procedures  can  be formulated  to focus on  the region  or regions  of the
respiratory  tract  pertinent to  accurate health assessment.  The particle-collection charac-
teristics of  certain standard  samplers  intended to  reflect  selective  deposition patterns in
different regions of the respiratory tract are depicted in Figure 1-19.
     Particles  deposited  in  different regions  of  the  respiratory  tract  are   cleared  by
different pathways  and  at different rates.   Particles deposited in the anterior regions of the
nasal passages are cleared forward by nose-blowing and sneezing.  Beyond the middle turbinate
                                            1-55

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                                                       11
                                                            ACGIH CONV.
                                                        — — BMRCCONV.
                                                        _„._ PULMONARY VIA
                                                              NOSE
                                                            PULMONARY VIA
                                                              MOUTH
                                                            TRACHEOBRONCHIAL
                                                              VIA MOUTH
           PULMONARY FRACTION
                                                     TRACHEO-
                                                     BRONCHIAL
                                                     FRACTION
  0.1      0.2   03 04 0.5
PHYSICAL DIAMETER, Mm—*-•*
 1JD       2    3457

- AERODYNAMIC DIAMETER, pm
20   30  40 50
 Figure 1-19. Division of the thoracic fraction of deposited particles into pulmonary
 and tracheobronchial fractions for two sampling conventions (ACGIH and BMRC) as
 a function.of aerodynamic diameter, except below 0.5^m, where physical diameter is
 used (International Standards Organization, 1981). Also shown are bands for ex-
 perimental pulmonary deposition data from Figure 11-9 and for tracheobronchial (TB)
 deposition as a percent of particles entering the mouth. The band for TB deposition
 was derived using the overall regression line of Chan and Lippmann (1980) for ex-
 trathoracic deposition with oral breathing and their equation for TB deposition,
 which was evaluated at bronchial deposition size values one standard deviation
 from the mean, given an average inspiratory flow rate of 30 liters per minute. The TB
 band is shown up to about the largest particle size used by Chan and Lippmann
 (1980).

 Source:  ACGIH (Threshold Limits Committee,  1968); BMRC (Orenstein, 1960);
 Pulmonary via nose (Lippmann, 1977); Pulmonary via mouth (see Figure 11-9);
 Tracheobronchial via mouth (Chan and Lippmann, 1980).
                                    1-56

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region  of  the nose, clearance  to  the pharyngeal regions occurs  by  mucociliary action, after
which the  particles  are generally swallowed.  Likewise,  most  clearance of material deposited
in the  oral  cavity is by swallowing.   All  of these processes are relatively rapid and remove
most of the deposited material from the respiratory tract within minutes to hours.
     Insoluble particles  deposited in  the tracheobronchial region  are  cleared upward in the
respiratory  tract  by mucociliary  action and  are  then swallowed.   This clearance is usually
complete within  one or  two days  after deposition.  In  contrast, particles  deposited in the
pulmonary  region may be retained for several hundred days before th'ey are cleared to the con-
ducting airways or to the pulmonary lymphatic system.
     As  particles  are  cleared  by mechanical  processes from  all  regions of  the respiratory
tract,  chemical dissolution may remove soluble compounds, which can then be absorbed directly
into the systemic  circulation.   Since dissolution and absorption of substances from particles
deposited  in the  respiratory  tract  compete  with  mechanical  clearance  processes, the amount
absorbed depends upon the rate of dissolution as compared to the rate of mechanical clearance.
The  proportion of deposited material  that  is  absorbed  into  the  body varies  markedly for
different regions of the respiratory tract because of the large variations in clearance rates.
1.12  TOXICOLOGICAL STUDIES
     Toxicological  studies of the metabolism and effects of sulfur oxides and various forms of
particulate  matter in  experimental  animal subjects are discussed in Chapter 12,  Although in-
haled sulfur  compounds  are  rapidly absorbed  into  the  systemic circulation,  their main effect
is observed in the respiratory tract.   Prior to or during inhalation, SO, may react with water
to  form sulfurous  acid (H?SO~)  or  be  oxidized  to form sulfur trioxide (SO.,).   The latter
reacts  rapidly with water  to form sulfuric acid  (HLSO.), 4/hich subsequently forms ammonium
sulfate  in  the  presence   of  ammonia.    Sulfurous  acid  readily dissociates  to  sulfite and
bisulfite  ions, which are In rapid chemical equilibrium.  Bisulfite  ions react with biological
molecules by sulfonation, by auto-oxidation, and by addition to cytosine.  Most of the inhaled
SO, is  presumed to be detoxified in the  liver and other organs by the sulfite-oxidase pathway,
which forms sulfate that can then be excreted in the-urine.
     The  metabolism of  toxic  substances  that  may be  inhaled with atmospheric  particles  is
specific  to  the  individual  compounds.   A  discussion of  the metabolism of  all potentially
inhalable  compounds  in urban air  is  beyond the  scope of this  document.   Detailed studies on
the  deposition and  clearance  in laboratory  animals of  coal  combustion products, automobile
exhausts, and  silicates have been reported elsewhere in the scientific literature.
     A  number of  studies  have been  conducted o'n the effects  of exposing  various species of
laboratory  animals to  different  concentrations  of  S0?.   Some  of these studies examined the
effects  of short-term S0?  exposures  on pulmonary function in  animals  (see  Table 1-3).  From
these  investigations  it  appears  that  constriction of  the bronchial  air  passages (broncho-
constriction)  is the most likely effect  of  1-hour exposure to SO,; but at  levels below 2.62
    3                                                                            ^
mg/m  (1 ppm)  such effects  are  not consistently observed.
                                            1-57

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                           TABLE 1-3.-  EFFECTS OF ACUTE EXPOSURES TO SULFUR DIOXIDE ON PULMONARY FUNCTION
   Source
   table
            Concentration
Duration
Species
Results
Reference
en
oo
   12-3      0.42 or 0.84 mg/m3
             (0.16 or 0.32 ppiu)
   12-3     :0.52,  1.04,  2.1 «g/i»a
             (6.2,  0.4,  0.8 ppra)

   12-3      2.62,  5.24,  13.1,
             26.2 mg/m3
             (1,  2, 5, 10 ppi)
32-3      0, 44.5, 83.8, 162,
          233, 322, 519, 781 mg/m3
          (0, 17, 32, 62, 89, 123
          198, 298 ppm)
                                        1 hr
             Guinea pig
  1 hr       Guinea pig


  1 hr       Dog




  10 min     Mouse
                Increase in airway.resistance.
                No significant increase
                in airway resistance.

                Increased bronchial reactivity
                to aerosols of acetylcholine,
                a potent bronchoconstrictive
                agent.

                Respiratory rate decreased
                proportionally to the log of
                the concentration.  Time,for
                maximum response was inversely
                related to the log of the
                concentration; recovery complete
                within 30 min following all
                exposures.
                            Aradur and Underhill,
                              1970; Amdur et al.,
                              1978a

                            Amdur et al., 1978c
                                                                                                        Islam et al,, 1972
                                                                                                           Alarie et al., 1973d

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     It has  been hypothesized  that  S02 induces bronchoconstriction  by  stimulating bronchial
epithelial receptors  that initiate  reflexive  contraction of smooth  muscles  in  the bronchial
air passages.  This  reflex  is pharmacologically mediated by portions of the autonomic nervous
system, particularly the  vagus  nerve,  and apparently involves the release of acetylcholine or
histamine.   Sulfur  dioxide  is  thought to produce bronchoconstriction in  humans also through
the same autonomic reflex arc (see Section 1.13).
     Since similar,  if not  identical,  bronchoconstrictive effects are  produced by histamine
aerosols and SQy, there  is  some plausibility  in the  view that histamine may also be involved
in the bronchoconstriction initiated by SQy.  Other similarities tend to support this hypothe-
sis.   For  example,  the effects of  SQy  and of histamine aerosols are  both seen  over  broad
ranges of concentrations.  To wit,  as much as a 200-fold difference in dose has been reported
for histamine-induced bronchoconstriction.  In addition, as in the case of S02,  histamine sen-
sitivity may decrease with  age,  depending upon  the species.  Further  studies  are needed to
substantiate this hypothesis  about  the role of histamine and to determine if the variation in
response to $02 represents sensitive populations.
     Another  alteration  in breathing  caused  by S02  'is  a  transient decrease  in respiratory
rate.    This  effect  may  involve a  chemoreceptor  in  the nasal passages  (similar to  the  one
thought to   be  responsible  for bronchoconstriction).   It  also  may  involve  the  release of
acetylcholine  and  is  thought  to  be  mediated by  the  trigeminal   nerve.   The decrease  in
respiratory  rate  induced  by  SOy requires a higher concentration  than the bronchoconstrictive
effect  (see Table  1-3)  and  differs  in other  respects,  among  which  are a  concentration-
independent transience and a concentration-dependent period of desensitization.
     The primary  host-defense mechanism  of the respiratory tract  is  the clearance of foreign
objects from the lung, whether by mechanical means (mucociliary transport) or biological  means
(phagocytosis  or immunological processes).   The  effects  of SO,   on  these mechanisms  are
                                                                                3
variable and species-dependent.   For example,  rats exposed to  S02 at 0.26 mg/m  (0.1 ppm), 7
hours/day, 5 days/week for either 2 or 3 weeks exhibited accelerated clearance of radioisotope-
labeled particles 10  days  and 23  days after  SO,  exposure  terminated.   In the  same study,
        3
2.6-mg/m   (1-ppm) S02 exposures  also accelerated clearance  of particles  10 days  later  but
depressed clearance  rates 25  days later.  In other studies, mucus flow in the trachea of dogs
decreased following  intermittent  exposure for 1 year to S09  at a concentration of 2.62 mg/m
                                                        3
(1 ppm), whereas  a  single 30-minute exposure of 65 mg/m  (25 ppm) did not affect clearance in
donkeys.  Also,  from limited  work with  infectivity models,  it appears that susceptibility to
bacterial  infection  is  not  affected by high concentrations/of S02 (}3 mg/m  [5 ppm] for up to
3 months).   Antiviral  defenses were impaired by S09 in-mice, but only at exposures to a mini-
                      , o                      '    ^                                  3
mum of 18.3'to 26.2. mg/m  (7 to 10 ppm) for 7 days.   Chronic exposure to S02 (5.2 mg/m  [2 ppm]
for 192 days), however, can  cause  alterations of the pulmonary and  systemic  immune systems.
In  summary,  acute exposure  to S02can alter some aspects of host defenses, but concentrations
                                            1-59

-------
in excess  of  those currently found in  the  ambient air appear to be required.   Unfortunately,
few studies have examined effects of chronic exposures at lower concentrations.
     In  regard to  possible respiratory  tract pathology, no  remarkable alterations  in  lung
                                                                                             o
morphology have been observed following chronic exposure to SO, in monkeys (0.36 to 13.4 mg/m
                                                    3
[0.14 to 5.1  ppm]  for 540 days) or dogs  (13.4 mg/m  [5.1 ppm]  for 620 days).   However,  only
conventional  light  microscopy  was  used, a method  far  less  sensitive than scanning- or trans-
mission-electron microscopy for observing alterations in surface membranes and cilia.   Shorter
                                                        o
exposures to much higher concentrations (26 to 1050 mg/m  [10 to 400 ppm]) generally did cause
morphological  changes in mice, rats, and pigs.
     The issue of  whether SO,  is a  mutagen in  humans  is  currently  unresolved.    Although
mutagenesis in  response  to S0? has been demonstrated in two microorganisms _in vitro at acidic
pH levels,  no evidence supports its occurrence in at least two higher systems,  viz.  Drosophi1 a
and mouse oocytes.
     With regard to the tumorigenic properties of BOy, in vivo investigations of its potential
oncogenicity  are quite  rare.   Tumorigenesis has been examined in mice and rats after exposure
to SO, or  to  a combination of SO,  and benzo(a)pyrene,  respectively.  In one study, mice  were
exposed  to  S02 intermittently over an entire lifetime.  Increased  incidence of  primary  lung
carcinoma  was  reported  for females,  but  not for  males.   Because  an  adequate  statistical
analysis was  not presented in the report of  the  study, a subsequent statistical  analysis was
performed,  revealing that  the  increase in primary lung  carcinoma was significant (p = 0.011)
in SOg-exposed  females but  not  males.  However,  the exact duration of  exposure  and concen-
tration cannot be determined accurately from the published .report.
                                                                      q
     The effects of lifetime  simultaneous exposure to  SO, (10.5 mg/m  [4 ppm]) and benzo(a)-
                 3
pyrene  (10 mg/m )  were  studied  in  rats.    The  biological  significance  of  this  study  is
difficult  to  interpret,  particularly  since  statistical analyses  were not given.   However,
subsequent statistical  analysis of the data reported for a combined exposure revealed that the
increased  incidence of  lung  tumors was  statistically  significant  (p  = 0.005),  whereas  the
effects of exposure to S0? and to benzo(a)pyrene alone were not significant.
     Numerous animal studies  have  investigated mortality induced by sulfur dioxide.  However,
                                                                      2
SO, causes increased mortality only at high concentrations (>131 mg/m  [50 ppm])  that are not
relevant to ambient air exposure levels.
     Characterizing exposures  to particles  in the atmosphere may be even more difficult  than
characterizing  exposures to  SO,.   This difficulty is due, in large part, to the fact that the
toxicity of  particulate matter  depends greatly upon  its chemical  composition.   In  general,
urban air  is  quite  heterogeneous in composition and may vary widely from one community to the
next,  or even  within  a single  community.   It may  contain both inert and chemically  toxic
constituents,  with the potential  impact of the latter being complicated  by such considerations
as  dissolution, solubility,   and  biological  availability.   Although  adequate physical  and
                                            1-60

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chemical  information  can  be  obtained  from  studies  with  laboratory  animals  exposed  to
homogeneous  aerosols,  the   above-mentioned   types  of  data  are   not   available   for  the
heterogeneous mixture of  particles  found in the environment.  Therefore,  the comparisons that
can  be  made  between toxicological  studies  of animals  exposed to well-defined,  laboratory-
produced aerosols and epidemiological  studies of people exposed to environmental aerosols are
extremely limited.
     Sulfur compounds that  have  been used in particulate form in  inhalation studies include:
sulfuric  acid,  ammonium  sulfate and  bisulfate,   and  sulfate  salts  of  zinc,  iron,  copper,
manganese, and  other metals.  Alterations  of pulmonary  function,  particularly  increases  in
pulmonary  flow  resistance,  provide  a  measure of  response  to  acute  exposure to  aerosols  of
particulate sulfur compounds.  Reports  of the irritant potency of various sulfate species are
variable, perhaps due to  differences in animal species  and  strains  and to different particle
sizes, pH, composition, and solubility.   Generally, however, sulfuric acid appears to be more
irritating than any  of  the  sulfate salts, as reflected in Table 1-4,  which ranks various sul-
fate  species  in  terms  of their  irritant  potency  (measured as increased airway resistance),
based on  short-term  (1-hour)  exposures.   As Table 1-5 indicates,  for short-term exposures the
lowest concentration of sulfuric acid found to increase airway resistance was 100 |jg/m .   This
finding was obtained with guinea pigs,  which appear to be more sensitive than other laboratory
animal species to aerosols of sulfuric  acid.

                  TABLE 1-4.  RELATIVE  IRRITANT POTENCY OF SULFATE SPECIES IN
        	GUINEA  PIGS EXPOSED FOR ONE HOUR3	
                       Sulfuric acid                      100
                       Zinc ammonium sulfate               33
                       Ferric sulfate                      26
                       Zinc sulfate                        19
                       Ammonium sulfate                    10
                       Ammonium bisulfate                   3
                       Cupric sulfate                       2
                       Ferrous sulfate                       0.7
                       Sodium sulfate (at 0.1 jjm)           0.7
        	Manganous sulfate	.	-0.9	
         Data are for.0.3-pm mass median diameter particles.   Increases in airway
         resistance were related to sulfuric acid (0.41 percent increase  in resistance
         per pg of sulfate as sulfuric acid), which was assigned a value of 100.
        Source:   Amdur et al. (1978a).

     The  irritant potency  of sulfuric  acid aerosol  depends  in part  on particle  size.   As
reflected  to some  extent  by the  findings   reported  in Table  1-6,  sulfuric  acid  particles
approximately 2 urn or smaller (mass median diameter) generally have more effect on respiratory
function.  The  irritant potency  of sulfuric  acid  may  also  be affected by its partial neutra-
lization  by  ammonia  present in the  breath or in  the air of exposure chambers.  The resulting
                                            1-61

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                               TABLE 1-5.   RESPONSES TO ACUTE SULFURIC ACID EXPOSURE
Source
table   Concentration       Duration        Species
                                  Results
                                                      Reference
 12-6    100 |jg/m3
 12-9    500 pg/m3
1 hr
1 hr
Guinea pig    Pulmonary resistance increased
              47%; pulmonary compliance
              decreased 27%.

Dog           Slight increases in trachea!
              mucoci-liary transport veloc-
              ities immediately and 1 day
              after exposure.  One wk later
              clearance was significantly
              decreased.
                                                                                             Amdur,  1977;
                                                                                             Amdur et al.,  1978b
                                                                                             Wolff et al., -1979
 12-6    510 ug/m3
12-6    1000 pg/m3
 12-9    1000 pg/tn3
 12-9    1400 |jg/m3
1 hr
                             1 hr
 12-9    190-1400 pg/m3      1 hr
1 hr
1 hr
Guinea pig    Pulmonary resistance increased
              60%; pulmonary compliance
              decreased 33%.

Guinea pig    Pulmonary resistance increased
              78%; pulmonary compliance
              decreased 40%.

Donkey        Bronchial mucociliary
              clearance was slowed.

Dog           Depression in"trachea!
              mucociliary transport
              rate persisted at 1 wk
              after exposure.

Donkey        No effect on trachea!
              transport.
                                                                                             Amdur et al.,  1978b
                                                                 Amdur et al., 1978b
                                                                 Schlesinger et al., 1978
                                                                                             Wolff et al., 1979
                                                                                             Schlesinger et a!., 1978

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                                  TABLE 1-6.   RESPONSES  TO  CHRONIC  SULFURIC ACID  EXPOSURE
Source Concentration
table and particle size*
Duration
Species
Results
Reference
     12-9
cr>
OJ
     12-5
     12-8
     12-5
     12-8
100 (jg/m3
(0.3-0.6 MHI)
80
(0.84 Mm)
100 M9/m3
(2.78 Mm)
380
(1.15 pm);
480 M9/m3
(0.54 Mm)
1 hr/day,
5 day/wk,
6 mo
                                          Donkey
52 wk
cont.
78 wk
cont.
                                          Guinea  pig
                                          Monkey
Within the first few weeks
all four animals developed
erratic bronchial mucociliary
clearance rates, either slower
than or faster than those
before exposure; animals not
exposed to H2S04 before this
study had slowed clearance during
the second 3 mo of exposure
and for 3-4 mo after the end of
of the exposure.
Schlesinger et a!., 1978
No significant blood
effect; no lung alter-
ations; no effect on
pulmonary function.

No significant blood
effect; 380 pg/m3 increased
respiratory rate; 480Mg/m3
had no effect on respiratory
rate but altered distribution
of ventilation early in
exposure period but not
later.
Alarie et al., 1973a,
 1975
Alarie et al., 1973a
12-13   900
        (2.78 Mm)
                                 52 wk
                                 cont.
                                  Guinea pig     No  significant  effects  on
                                                hematology,  pulmonary
                                                function,  or morphology.
                                                            Alarie et al.,  1975
    *A11 particle sizes in mass median diameter (geometric median  size of a distribution  of  particles,  based  on  weight).

-------
ammonium sulfate and ammonium bisulfate lessen the effects of sulfuric acid, but the extent to
which they have affected the results of available animal studies cannot be quantified.
     As summarized  in  Tables  1-5, 1-6, and 1-7, chronic exposure effects of sulfuric acid and
sulfate salts  are  less certain than acute  exposure effects.   Exposure to  sulfuric  acid  at a
concentration of 380 ug/m  for 78 weeks was reported to produce small increases in respiration
rate in monkeys, but measurable respiration-rate changes did  not  occur at a concentration of
        3         •
480 ug/m .   Duration of exposure, concentration, particle size, and chemical  composition all
appear to be important in determining changes in pulmonary function.
     Exposure to, sulfuric acid mist causes an alteration in mucociliary. clearance of viable as
well as nonviable  bacterial  particles  from the  lung.   The  effects are variable.  For example,
trachea! mucociliary transport in dogs  increased  after exposure to sulfuric  acid  aerosol  at
        o
500 ug/m  for  1 hour but decreased  in  rats and hamsters after 1-  to 3-hour exposures to 1000
    3                                                               3
ug/m .   Prolonged  daily  1-hour  exposures  of donkeys  to  100 ug/m  of 0.5-um sulfuric  acid
aerosols caused a persistent slowing of mucociliary transport.
     Resistance  to bacterial   infection  is not  affected by exposure  to sulfuric  acid  mist.
However, various metal sulfates adversely affect this defense mechanism.  The potency of these
metal  sulfates,  based on a 3-hour exposure causing an  increased  susceptibility  to bacterial
infection, may  be  ranked  as:   cadmium sulfite > cupric sulfate > zinc sulfate > aluminum sul-
                                                                      3
fate > zinc ammonium sulfate.   At concentrations greater than 2.5 mg/m , sulfuric acid and the
following sulfates were  ineffective  in this bacterial  infection paradigm:   ammonium sulfate,
ammonium bisulfate, sodium sulfate, ferric sulfate, and ferric ammonium sulfate.  It should be
noted,   however,  that  various  nonsulfate metallic  aerosols,  especially  compounds  containing
nickel  or cadmium,  have substantial  inhibitory effects on host-defense mechanisms in general.
     Changes in pulmonary morphology due to particulate matter have been studied mostly after
chronic exposure to sulfuric acid.  Morphological changes were evident in the lungs of monkeys
                                                                                           3
after a long-term (78-week) exposure to relatively high levels of sulfuric acid (>2.43 mg/m ).
The major findings included thickening of the bronchial wall  and bronchiolar epithelium,  which
may contribute  to  changes  in  lung function.  In other studies,  involving chronic exposure of
guinea pigs  (for 1 year)  and dogs (for about 2 years) to sulfuric  acid, neither morphological
                                                                          3
nor physiological changes were noted at concentrations of less than 1 mg/m .
     The lethal effects of  sulfate aerosols depend in part on an animal's age.   For example,
       3                                                                                 3
18 mg/m  sulfuric acid was lethal to 1- to 2-month-old guinea pigs, as opposed to 50 mg/m  for
18-month-old animals.   Particle  size  is  also  important:   for guinea  pigs the LC™* was  30
    3                                                              3
mg/m   with  particles of  0.8-um diameter,  as  opposed to 109  mg/m  with  particles  of 0.4-um
diameter.   Bronchial spasm appeared to be the major cause of death.
     Suspended particles not  related to sulfur oxides are also  of concern.  However,  because
of the wide  variety of such substances,  it is  difficult to summarize pertinent toxicological
results.  Information on the inhalational toxicology of several individual substances found in
*LCe«  refers  to the  lethal  concentration of  a substance for 50 percent  of  tested subjects.

                                            1-64

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TABLE 1-7.   RESPONSES TO VARIOUS WWTICULATI MATTER MIXTURES
Source
table
12-6


12-6


12-6

12-6



12-10





12-13




12-13











Concentration Duration
100 ug/«3 1 hr
open hearth dust

500 ug/ra3 1 hr
(NH4)2SO«

750 ug/m3 1 hr
Na3V04
1000 M9/ns 1 hr
FeS04
1000 ug/n* 1 hr
HnCl2
75-1940 ug/m3 2 hr
Cd as CdCl2
100-670 ug/m3
Ni as N1C12
500-5000 ug/«3
Hn as Mn304
» 1500 ug/m3 3 hr/day
carbon; 5 day/wk,
H2S04 + 20 wk
1500 ug/»3
carbon
1100 M9/«* 3 hr
H2S04i. or
1500 yg/B3
carbon, or
combination







Species Results
guinea pig Pulmonary resistance Increased
9%; no change in pulmonary
compliance.'
Guinea pig Pulmonary resistance increased
231; pulmonary compliance
decreased 27%.
Guinea pig Pulmonary resistance Increased 7%.

Guinea pig Pulmonary resistance increased 2X.

Guinea pig Pulmonary resistance increased 4X.

House Increased mortality from sub-
sequent standard airborne
streptococcal infection at:
100 ug/m3 for CdCl2. 500 ug/n4
for NiClz, and 1550 pg/m3 for
a 4*
House Immune system altered. Morphologi-
cal changes observed; more severe
with exposure to carbon alone.


Hamster No change in ciliary beat
frequency after carbon
exposure; frequency
depressed after H2S04
exposure. Combination
produced similar effects,
but recovery occurred by
48 hr postexposure. Up to
48 hr after exposure, B2SO«
+ carbon resulted in more
tissue destruction than either
pollutant alone.
Reference
Amdur and Underbill,
1968, 1970

Amdur et al., 1978a


Amdur and Underbill,
1968
Amdur and Underbill,
1968
Amdur and Underbill,
1968
Gardner et al., 1977t>
Adkins et al., 1979,
1980



Fenters et al., 1979




Schiff et al., 1979












-------
ambient   air   participate  matter   is  .summarized   in   Table  1-7.    Relevant   information
can also  be derived from noninhalational toxicological  studies.   For example,  numerous trace
metals  have  been found  as  components  of  airborne particulate matter.   In  addition  to being
generally  toxic,  certain  compounds of  some of these  metals, including  arsenic,  beryllium,
cobalt,  and  nickel,   have  been  identified  as  carcinogenic  under  specific,  nonrespiratory
laboratory-exposure conditions.
     Silicon  is  ubiquitous  in  the  earth's  crust  and in  airborne coarse-mode  particles.
Silicon dioxide  (SiOg),  which  is  responsible for the  disease  silicosis,  is found  in three
crystalline forms,  which  occur in  the  following general  order  of toxicity:   tridymite  >
cristobalite  >  quartz.  These  uncombined forms of SiO, are  generally  called  "free  silica."
Silicon dioxide  is  also  found combined with cations in silicates.  There have been few animal
toxicological   studies of  silicates.   Several  hypotheses on  the  etiology of  silicosis  have
been developed,  but none has  been proven.  Although many animal toxicological studies of SiCL
exist, comparisons  are difficult because of differences in the species and strains of animals
used,  the occurrence of accidental  infections, and the variations in size and crystalline form
of the SiO,, particles.  Silicosis similar to that observed in man has been produced in animals
exposed to high  concentrations of  quartz and other Si02 dusts via intratracheal  instillation
(30-50 mg) or chronic inhalation.   Chronic (2.5-year) exposures of dogs to aerosols of diato-
maceous  earth containing  61-percent  cristobalite produced  fibrotic nodules in hilar lymph
nodes, but not in the  lungs.
     It is difficult  to  assess with accuracy the  toxicity  of complex sulfur-containing aero-
sols  in  urban  atmospheres  based  simply upon  their sulfuric "acid or. sulfate content.   The
chemical composition of aerosol sulfate compounds,  particularly the metal or cation component,
is important  in  determining their  relative toxicity.  Since  atmospheric  aerosols may contain
varying proportions of  sulfuric acid  and ammonium or metal  sulfates, it is not possible to
extrapolate from  animal  toxicological  data obtained with single compounds to ambient environ-
mental conditions.
     Liquid or  solid  particles,  which  may act as  carriers  for SO,,, seem to enhance the toxic
effects  of the  gas  in  some  cases.   Table  1-8  shows  examples  where  the  aerosols  contain
solutions  of  salts such as  sodium  chloride (NaCl), manganese  chloride (MnC^),  or  ferrous
sulfate (FeS04).    Although the  evidence is not clear,  synergistic as well  as  additive toxic
effects have  been  observed by some investigators using sulfuric  acid  and ozone  (see Table
1-9).   In  addition,  conversion of SC^  to  fUSO.  may increase the toxic potency of SOg.   On the
other hand, it may be  seen from Table 1-10 that the addition of fly ash to mixtures of SO^ and
H^SO* had no significant effect.
                                            1-66

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         TABLE 1-8.
RESPONSES TO ACUTE EXPOSURE COMBINATIONS OF S0£ AND SOME TYPES OF PARTICULATE MATTER
Source
table    Concentration      Duration        Species
                                         Results
  References
 12-11   2.62 ug/m3          1 hr
         (1.0 ppm)  S02
              +
         1 mg/m3 NaCl
         aerosol (<40%  RH
         and >80% RH)

 12-11   2.62 jjg/m3          1 hr
         (1.0 ppm)  S02
              +
         Aerosols of
         various salts

 12-11   5.24 Mg/m3          1 hr
         (2.0 ppm)  S02
              +
         4, 10 mg/m3
         NaCl aerosol
                      Guinea pig    No increase in pulmonary flow
                                   resistance at low RH; at high
                                   RH, potentiation was marked
                                   and evident during both early
                                   and late parts of exposure.
McJilton et al., 1973
                      Guinea pig    Presence of soluble salts
                                   increased pulmonary flow
                                   resistance about threefold.
                                   The potentiation was evident
                                   early in the exposure.

                      Guinea pig    S02 alone produced an
                                   increase of 20% in pulmonary
                                   flow resistance; with 10 mg/rn3
                                   NaCl the increase was 55% and
                                   the potentiation occurred later
                                   in exposure; with 4 mg/m3
                                   potentiation was reduced.
Amdur and Underhill, 1968
Amdur, 1961

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                    TABLE 1-9.  RESPONSES TO ACUTE EXPOSURE COMBINATIONS OF SULFURIC ACID AMD OZONE

Source
table
12-14
Concentration
880 ug/m3
H2S04
Duration
3 hr 03
2 hr H2S04
Species
Hamster
Results
H2S04 depressed ciliary beat
frequency; by 72 hr after
Reference
Grose et al . ,

1980
1
an
CO
            0.1  ppm
12-14   900 pg/m3
          H2S04
            +
        0.1 ppm 03
12-14   1000 pg/m3
          H2S04
            +
        0.4-0.5 ppm 03
3 hr 03
2 hr H2S04
3 days
cont.
                                             Mouse
                                             Rat
exposure, recovery had
occurred.  Og exposure had no
effect.  Sequential exposure
to Os then H2S04 decreased
ci1iary beat frequency
significantly but to a lesser
extent than that caused by
H2S04 alone.

Significant increase in
mortality in response to
airborne infections only
when 03 was given
immediately before exposure
to HgS04j in which case the
effect was additive.

Synergistic effects.
Glycoprotein synthesis was
stimulated in trachea! ring
explants; lung DNA, RNA and
protein content increased.
Gardner et al., 1977a
Last and Cross, 1978

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                                      "TABLE 1-10.
 i
en
to
                       PATHOLOGICAL  RESPONSES FOLLOWING CHRONIC EXPOSURE TO SO,
                              IN COMBINATION WITH PARTICULATE MATTER          i
                                                            ALONE MO
Source
table
12-2









12-2



12-13





12-13

Concentration
26.2 mg/ra3
(10 ppn) S02








0.37, 1.68,
3.35 ng/m3
(0.14, 0.64,
1.28 ppm) S02
0.29, 2.62,
13.1 Bg/M3
(0.11, 1.0,
5.0 ppnt) S02
560 ug/ra3
fly ash
2.62 mg/a3
(1.0 ppin) S02
Duration
72 hr
cont.








78 wk
cont.


78 wk
cont.




18 mo

Species
Mouse









Cynomolgus
monkey


Cynomolgus
monkey




Cynomolgus
monkey
Results Reference
Pathological changes in the Giddens and Fairchild,
nasal nucosa appeared after 1972
24-hr exposure and increased
in severity after 72-hr exposure.
Mice free of upper respiratory
pathogens were significantly
less affected than the control
animals. Morphological altera-
tions were qualitatively iden-
tical in both groups.
No remarkable morphological Alarie et al., 1972,
changes in the lung. 1973c


No effects on morphology. Alarie et al., 1973b





No significant effects on Alarie et al., 1975
heaatology or pulmonary
                             1000 ug/n3
                             H2S04 (MMD=0.5 ua)

                             500 |jg/a3
                             fly ash (KMD=5 us)
                            function during exposure.  At
                            end of exposure to S02 +
                            H2S04 lungs had morphological
                            alterations in the bronchial
                            nucosa.  Exposure to S02 +
                            H2S04 + fly ash produced similar
                            alterations; thus fly ash did
                            not enhance effect.  Exposure
                            to H2S04 + fly ash produced
                            only slight alterations.
                     12-13
                     12-13
0.29, 2.62,
13.1 mg/iii3
(0.11, 1.0,
5.0 ppn) S02

560 ug/"s
fly ash

13.4 mg/ffl3
(5.1 ppn) S02

900 ug/«a
H2S04
                                                 52 wk
              Guinea pig    No effects on morphology.
21 hr/day
620 days
Dog
After 225 days, dogs receiving
H2S04 had a lower diffusing
capacity for CO than those
that did not receive H2S04.
No morphological changes
after 620 days.  H2S04 de-
creased net lung volume and
total weight.
                                                                                                               Alarie et al.,  1973b
Lewis et al., 1969,
 1973

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1.13.  CONTROLLED HUMAN EXPOSURE STUDIES                           ,         ,
     Chapter  13  discusses clinical  studies  of the effects of sulfur  dioxide  and particulate
matter on  humans.   Such studies provide a necessary bridge between epidemiological and animal
toxicological  data  for characterizing  health effects induced by  air  pollution.   Unlike com-
munity epidemioTogical  studies that  investigate health responses of  large  population groups
under  highly  variable ambient exposure  conditions,  controlled human  .exposure  (clinical)
studies typically evaluate much smaller numbers of subjects but under much better defined and
carefully  controlled  exposure  conditions.   In the latter type of studies, exposures to either
single pollutants  or combinations  of pollutants  are  usually carried  out in  environmentally
controlled chambers  in  which relative humidity, temperature, and pollutant concentrations are
designed  to  approximate  representative  ambient  air exposure  conditions,  especially  those
thought to be associated with the induction of acute effects.
     Generally inherent in the design of controlled human exposure studies carried out in the
United States  are  limitations  on the range  or types  of pollutant exposures and types of sub-
jects studied so as to assure (as approved by human rights and medical  ethics committees) that
the  experimental  exposures   to  the  pollutants  being  tested per  se  will   not  lead to serious
morbidity,  irreversible  illness, or  death.   Consequently,  the  types  of  pulmonary responses
assessed in  controlled  exposure studies are typiqally "transient", and "reversible."  However,
depending  upon the  population  at  risk,  the method  of exposure, and  the  level  of subject
activity,  the  so-called  mild  and  reversible health  effects  measured  in  controlled  human
exposure studies may be indicators of other, more serious, associated health effects likely to
occur if more prolonged or repeated ambient exposures to the same concentrations of pollutants
were encountered by study subjects; or the observed effects per se may be sufficient to inter-
fere with  normal work or  social activities  of certain individuals under some ambient circum-
stances.   For example, relatively small increases in airway resistance of no particular health
concern for  healthy,  nonsensitive  adults may  be of medical  importance for asthmatic individ-
uals or "other sensitive groups with already  compromised pulmonary functions,  especially when
accompanied  by symptoms associated with or  indicative of the onset of more  severe breathing
difficulties *for them under ambient conditions.
     In general, the population groups at special risk to air pollution include the young, the
elderly,  and  individuals  predisposed by some  particular  disease,  such as asthma, bronchitis,
cystic fibrosis,  emphysema,  and cardiovascular disease. In the  normal population,  there are
also nondiseased but hypersensitive individuals.  Such  nondiseased "hyperreactors"  have been
found among  at least three of the distinct population groups (normal,  chronic bronchitic, and
asthmatic)  that  have been evaluated under controlled exposure conditions in.  regard  to  their
responses  to S0? and  particulate  matter  (Lawther,  1955; Frank  et  a!.,   1964;  Nadel  et al.,
1965; Burton  et  al.,  1969;  Lawther et  al.,  1975;  Jaeger et al., 1979; Sheppard et al..,  1980,
1981; Stacy et al., 1981).
                                             1-70

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     In evaluating  responses of  the  above population groups, various  investigators  have as-
sessed the effects of varying the activity levels of the subjects, the mode of exposure (e.g.,
nasal, oral,  oronasal,  or  open  chamber), and  the  duration of exposure.  One  purpose of in-
creasing  the  activity level  during exposure  is  to simulate  outdoor exposures  during daily
activities  by increasing  minute ventilation  (Ve), i.e.,  the volume of  air expired  in one
minute.   A  large majority of normal  subjects  at rest breathe almost  exclusively through the
nose with a Ve  of approximately 5  to  10  liters.   However, some  healthy  individuals  may have
abnormally obstructed nasal  passages  or,  for other reasons, regularly breathe oronasally even
at rest (Niinimaa, 1980,  1981; D'Alfonso,  1980)  Also, certain population groups at risk (such
as those  with asthma)  include some individuals who tend to breathe orally even  at  rest.  At
some level of increased ventilation, individuals who normally breathe through the nose at rest
also  shift  over  to oronasal breathing.   In  regard  to ventilation levels at  which that shift
has been  observed to occur,  Niinimaa et al.   (1980,  1981) reported  a  switch from  nasal  to
oronasal  breathing  at a  minute  volume of  35.3 ±  10.8  (mean  ±  S. D.)  liters,  and  after the
switch to oronasal  breathing by persistent nasal breathers (at rest), the nasal portion of Ve
decreased to  56  percent  of  total Ve.   In  addition to  the studies recently  published  by
Niinimaa  et  al.  (1980,   1981),  D'Alfonso  (1980)  has  also observed the  shift  to  oronasal
breathing in  response to  increasing  ventilation rate  and found  that subjects  who  are nasal
breathers at rest move to oronasal breathing at a mean Ve of 30 liters per minute.  At maximum
exercise  levels  (Ve = 90  liters/minute), subjects  breathe, at most, 40% of  the  total minute
volume through the nose.
     The  results  of such  studies are  extremely important in  aiding  our  understanding of re-
sults  reviewed  here as  being derived from  controlled human exposure studies  of PM  and S02-
Sulfur dioxide,  for example, is very  soluble  in  water and, when  inhaled  nasally,  is readily
(95 to 99 percent)  absorbed on the moist surfaces  of the nose and upper respiratory passages
(Frank  et al..,  1973).    This  may  protect  individuals  breathing nasally  at rest from even
relatively  high  levels  of SOp exposure.   At  some  level  of  ventilation,  however,  breathing
shifts  from nasal  to oronasal,  thereby  increasing the  dose of S02 .reaching  the  tracheo-
bronchial region  of  the  lung and probably leading to enhanced SO^ effects at ambient exposure
levels below  those  affecting the same individuals while breathing nasally at rest or at lower
activity  levels.   Forced  'oral   breathing yields less  nasopharyngeal absorption  than either
nasal, or  oronasal breathing  and would be  expected to  yield  a  more  intense exposure-effect
relationship than observed with either nasal  or oronasal  breathing.  The significance of these
exposure variables can be discerned clearly when examining the results of available controlled
human exposure studies summarized below,  especially in regard to S02 effects.
     Sulfur dioxide  has  been found to affect a variety  of physiological functions.  These in-
clude sensory processes,  subjective perceptions of  irritative or painful  SO  effects,  and more
                                             1-71

-------
objectively measured  changes  in respiratory function parameters.  Although the reliability of
subjective reports of perceived effects of SOp has been questioned by some, certain statements
can be made with confidence concerning SC^ effects on sensory processes. For example, exposure
to  5  ppm of  SOg results  uniformly in the detection of  the odor of the  gas,, while odor de-
tection  below that level  varies considerably.   Other changes  (e.g., alterations in electro-
encephalogram  alpha  rhythms or  in the response  of  the  dark adapted eye  to. light)  have been
reported to occur  at St^-exposure  levels as low as 0.20 to 0.23 ppm.  The health significance
of  such  "sensory effects"  is unclear at  this  time,  but they would appear to be of relatively
little concern unless any .resulting  discomfort or other outcome would markedly  alter normal
activities of affected subjects.
     Of  much  more concern  are  cardiovascular  or respiratory effects  found  to be associated
with exposure  to S0?.   For healthy subjects at rest,  in  general, such  effects have not been
                                                               ^       o
consistently observed except  at exposure levels above 5 ppm (13.1 mg/m ).  These include, for
example, observations by Frank  et al. (1962) of marked increases in pulmonary flow resistance
                                o
(mean = 39%) at 5 ppm (13.1 mg/m ) and consistent observations by numerous other investigators
listed in Table  1-11 of increased airway resistance or other bronchoconstrictive effects with
   '                                                                 o
exposures of healthy adult subjects to SO, levels of 5 ppm (13.1 mg/m ) or higher.  Only Amdur
et  al. (1953)  have reported observations of significant  cardiorespiratory effects in healthy
adults at rest following SO, exposures below 5 ppm (13.1 mg/m ), including exposures as low as
                 3
1 ppm  (2.6 mg/m ).   Other investigators (e.g.,  Lawther,  1955; Frank et  al.,  1962) have not
observed similar results in  attempting  to replicate the  findings  of Amdur  et al.  (1953) at
                              q
levels below  5 ppm-(13.1 mg/m ).   Numerous accounts could be offered  for this  apparent dis-
crepancy in reported  exposure-effect  relationships for bronchoconstriction effects in healthy
adults at  rest,  but no  clear resolution  of the  issue is  currently  available.   Nevertheless,
                                                 q
available evidences points  to 5.0 ppm (13.1 mg/m ) as being the most probable lowest observed
effect level  for induction  of  bronchoconstrictive  effects  in healthy  adults  exposed  to SO?
while at rest.
     Probably of more crucial  importance are the findings of several investigators suggesting
potentiation of  SO,  airway effects in normal  subjects as  the result of increased oral inhala-
tion of SO,, due either to forced mouth breathing or increased exercise levels or both.  As in-
                                                                      •  '     3
dicated  in Table 1-11,  for example, deep breathing of S02 at 1 ppm (2.6 mg/m ) increased spe-
cific airway  resistance  (SR  )  significantly  in comparison t& breathing air alone (Lawther et
                            QW                              •
al., 1975).  Also, Melville (1970) reported greater decreases  in  specific airway conductance
                                                                         o
(SG_.,) with oral  breathing than with nasal breathing at 2.5 ppm (6.6 mg/m ) SO,; and Snell and
   OiW                                       '                                  fm
Luchsinger  (1969)  found significant  decreases  in maximum  expiratory flow (MEFgQv)  at 1 ppm
(2.6 mg/m ) S02  with  oral  breathing at rest but not at 0.5 ppm  (1.3 mg/m )  S02-  Similarly,
Jaeger et al.  (1979) observed no pulmonary effects in resting normal  subjects with forced oral
                                 •3                                        "                  *  '
breathing at  0.5  ppm (1.3 mg/m ) SQ~.   These  studies  suggest possible  bronchoconstriction
                                                                                3
effects in healthy adults with oral breathing of 1.0 to 2.5 ppm (2.6 to 6.8 mg/m ) SOg,

                                             1-72

-------
                                  TABLE 1-11.   SUMMARY  OF STUDIES ON  RESPIRATORY EFFECTS OF  SO,
I
-«J
CO
Oral (0) or
Concentration Duration of Number of nasal (N) Rest (R) or h
SO- (ppra) exposure (orfns) subjects exposure exercise (E)* . Effects
HEALTHY ADULT SUBJECTS AT REST
10,15,25,50 60 1 -

9-60 5 10 Hask
5, 10 10 18 0, N
20 10 60


1-80 10-60 8-12 Hask. chaeber
N
1-45 10 46 Mask


1-8 10 14 Hask


.

R
R
R


R

R


R


Hucoclllary activity decreased
at higher cone. (>15 ppn SO.)
Airway resistance Increased
No changes In pulse rate.
resp. rate or tidal vol.
(5, 10 ppm). Bronchospasn
In two subjects at 10 pp«
Bronchoconstrlctlon
above 5 ppm
Decreased peak flow.
decreased expiratory
capacity at 2 1.6 ppn
Pulse and respiratory rates
Increased; tidal volume
Reference

Cralley, 1942

Nakanura. 1964
Lawther, 1955



Sin and Pattle, 1957

Tonono, 1961


Andur et al.,
1953
        1(1-2), 5(4-7),      10 - 30
        13(10-16)
        1(1-2), 5(4-6),
        15(14-17)

           4-6
           4-5


        "•Mouthpiece
30


10


10
                 11
12       0*            R


 70             R


 5       0«            R
  rate decreased at 21.0 pp*

Pulmonary flow resistance
  for groups increased 39X-.
  at 5 ppm and 72% at 13 ppn.
  At 1 ppm, one subject had 7X
  increase In flow resistance,
  another a 23% decrease

Increases .In Rl (pulmonary
 flow resistance) at £5 pp» SO.

Airway conductance decreased
  39%.  Blocked by atroplne

Increased respiratory and
  Insplratory resistance
Frank et al., 1962






Frank etal., 1964


Nadel et al., 1965


Abe, 1967

-------
                                               TABLE  1-11.    (continued)
Oral (0) or
Concentration Duration of Number of nasal (N) Rest (R) or
SO, (ppa) exposure («1ns) subjects exposure exercise (E) Effects
IS, 28 10 8


1.0, 5.0 2*4 hr/d 15
and 25.0




5 270 hr 16 controls
16 exposed

5 120 9
O.N R


Charter (N) R





Charter (N) R


0 R
5-30 10 10 CO, stimulus (0)* R
1 60/08 13/12 ^Charter N/0 R
3 OS 17




0* R




Pulmnary flow resistance
Increased less with N
breathing
Significant decreases In
expiratory flow and FEV. « .
at' 25 ppn. Decreased nasal
MUCUS f Iworate at £ 5 pp«.
Responses greater after 4 hr
than after 2 hr
50% decrease In nasal MUCUS
f lowrate but number of colds
sivilar In both groups
No effect on MUCUS transport
For group as whole (12 sub*
jects) snail but significant
(14X) Increase in SR follow-
ing 25 DB by air aloRl and 26X
increase' after 25 DB SO- at 1 ppa;
but no changes detected after
nornal quiet breathing of 1-3 ppn
soz
Reference
Speizer and Frank,
19GG

Anders tn et al., 1974





Andersen et al., 1977


Wolff etal.. 19751
Uwther, 1975





2.5. 5.0. 10.0         10



0.5. 1.0, 5.0          15






 1.1-3.6            30


    0.50         •   1BO
 Mouthpiece
OB • deep breaths
                                   15
                                    9
                                    S
                                  10
                                  40    Chamber (0)
                                         Nose clips
«, N
   0*         R
 0. N*        R
Greater percentage decrease In
 In SG,W with 0 breathing at
 all concentrations

Decreases 1n MEFcnv «C  *or
 group were sig, at I and S

 for H lot sig.  different frea
 0 breathing

Deep breathing produced no
  effects

No pulnonary effects  seen
Nelwllle, 1970
Snell and Luchslnger,
  1969
                                                               Burton et §1., 1969


                                                               Jaeger et al., 1979

-------
TABLE  1-11.   (continued)
Concentration Duration of Number of
SO, (ppa) exposure (nlns) subjects
EXERCISING
5.0

5.0


5.0

5.0
3.0
1.0
0.5
0.75

0.75


i
01 0.50

0.40

0.40

0.37

0.37
RESPIRATORY
HEALTHY ADULTS
120

120


120

3
3
3
3
120

120



120

120

120

120

120
DISEASE SUBJECTS
0.3, 1.0 and 95 - 120
3,0



7.7
0.3-4

hr



6 d
6-7 d


10

11


10

10
8+9
10+8
5
4

15 controls
16 exposed


24

9

11

8

4-12
J
12 (normal)
7 (COPD)



32 normals
27 subjects
w/obstrutive
Oral (0) or
nasal (N)
exposure

0

Chamber


Chamber (0)

0
0
0
0
Chamber

Chanber



Chamber

Chanber

Chanber

Chamber

Chamber

Chamber




Chanber (N)

Chamber (N)
Rest (R) or
exercise (E)

E

E


E

R
R •*• E
«* E
R
E

E



E

E

E

E

E

R




R

R
Effects

Increased tracheobronchlal
clearance
Insignificant changes in
v .airway resistance and
arterial P0g
HHFR decreased 8.5%; Increased
tracheobronchlal clearance
Light exercise potentiates
effect of SO.. MEF.pv
decreased at 3 ppm ina above

Decrease in HMFR. FVC. FEV.0
(-8-10X) and 201 in HEFRj^
.Significantly elevated Raw
and trend toward decreased
FEF50 and FEV/FVC after SO.
exposure during heavy exercise
No pulmonary effects seen
with 0.50 ppm SO. + 0.5 pp»
No pulmonary effects

No pulmonary effects seen
with 0.4 ppm S02 alone
No pulmonary effects

No pulmonary effects

No difference In response
between groups. Slight
decrease in pulmonary
compliance but of question-
able significance
No significant changes in
airway resistance or other
effects in health subjects
Reference

Wolff et al., 1975b

von Neiding et al., 1979


Kewhouse et al., 1978

Krelsmn et al., 1976



Bates and Hazucha, 1973

Stacy et al., 1981



Linn et al., 1980

Horvath and Folinsbee, 1977;
Bedi et al. , 1979
Bedl et al., 1981

iates and Hazucha, 1973;
Hazucha and Bates, 197S
Bell et al., 1977.

Weir and Broraberg, 1972




Reichel. 1972


                        or patients

-------
                                                        TABLE 1-11.   (continued)
 i
•NJ
en
Concentration
S02 (pp«)
Glint/Ion of
exposure (ilns)
Nuaber of
subjects
Oral (0) or
nasal (N) Rest (R) or
exposure exercise <£)
Effects
Reference
ASTHMATIC SUBJECTS
I. 3, 5
1.0
0.1, 0.25, 0.5
10
5
10
7 normals
7 atopies
7 asthmatics
£ asthmatics
7 asthaatics
0» R
0* E
SB Increased significantly
at all cone for asthnatics;
only at 5 ppro for normals and
atoplc subjects. Some asth-
natics exhibited narked
dyspnea requiring bronchodlla-
tion therapy.
SR significantly increased
in the asthmatic group at
Sheppard et al. , I960
Sheppard et al., 1981
   0.50


   0.5





0.25, 0.5




   0.30
                             180           40           Chamber (0)
                                       (asthmatics)      Nose clips
10       5 asthaatics
                              SO
                             120
         24 asthoatlcs
                                    19
                                (astlwatlcs)
0«
                                                         Charter
                          Chandler
  0.5 and 0.25 ppii SO, and at
  0.1 ppm in the two host re-
  sponsive subjects.  At 0.5 pp«
  three asthnatics developed
  wheezing and shortness of
  breath.
MHFR significantly decreased
  2.7i; recovery within 30 min.

Specific airway resistance
  (SR  ) increases were ob-
  served over exercise base-
  line rates for 80% of the
  subjects.

No statistically significant
  changes in forced vital
  capacity (FVC) or specific
  airway resistance (SR  )
                       aw
No pulmonary effects seen
  with 0.3 ppm S0? and 0.5
  ppm N0_ exposure compared
  to exercise basline
                                                                                        Jaeger et al., 1979
                                                                                                                       Linn tt al., 1982
                                                                                        Linn et al., 1982
                                                                                                                       Linn et al., 1980
          1.0 ppa s  2620 pg/m3
          5.0 ppa s  13,100 Mg/«3
                                                          10 ppn s 26,200 M9/B3
                                                          50 pp« s 131,000 pg/>3
       afl.l pp« S02 S 262 pg/«a
        0.5 ppa S02 s 1310 jig/a3

        Significant increase or decreases noted here refer to "statistically significant* effects, independent of whether the
        observed effects are "•edically significant" or not..
        Chronic obstructed pulaonary disease.
       •Mouthpiece    08 = deep breaths

-------
raising the possibility of such effects being seen at similar concentrations in healthy adults
exercising at sufficient workloads to induce .a shift to oronasal breathing.
     Examining  the  effects  of~ exercise,  Kreisman  et a.1.  (-1976)  found that  light  exercise
potentiated the effect  of SO,,  with ^^AQ% being significantly decreased with exercise during
oral exposure of  normal  subjects to 3 ppm  (7.9 mg/m.) SO, or above.  Another study, by Bates
and Hazucha (1973), reported a 20 percent (but not statistically significant) decrease in MEFR
                        o
with 0.75 ppm  (2.0 mg/m ) exposure of exercising  adults  in an open chamber; «md Stacy et al.
(1981) reported slight  but statistically significant SR   increases in healthy adults exposed
                      •3                                  clW
to  0.75 ppm  (2.0  mg/m ) SO, while exercising in a controlled exposure chamber.  These effects
were the only significant ones found among numerous pulmonary function test results even under
rather extreme exercise  conditions  employed in the Stacy  et al.  (1981) study.  These results
(Bates and  Hazucha, 1973;  Stacy et al .  1981)  therefore provide only  very  weak evidence for
                                                                     3
effects in exercising healthy adults at SO, levels <1.0 ppm (2.6 mg/m ).  In other studies, no
pulmonary effects  were   observed  with  chamber  exposures  of exercising  healthy  adults  at SO,
                                                                    3              •
exposure levels of 0.50, 0.40, or 0.37 ppm (1.31, 1.05, or 0.97 mg/m ) (Horvath and Folinsbee,
1977; Bedi et  al., 1979; Bates and Hazucha, 1973; Hazucha and Bates, 1975; Bell et al., 1977;
Linn et al.,  1980; Bedi et al.,  1981).   The  weight- of available evidence, therefore, appears
to  indicate that induction of pulmonary mechanical function effects may occur with exposure to
                                             2
concentrations of 1 to 3 ppm (2.6 to 7.9 mg/m ) SO, or higher in exercising healthy adults but
                           3
not at S0.50 ppm (1.31 mg/m ) S02 even with exercise or forced oral breathing.
     In attempting to define populations at  special  risk for SO,  effects,  Weir and Bromberg
(1972) and  Reichel (1972)  exposed  patients with obstructive pulmonary  disease  to SO, levels
                                                     3
across the range  of 0.3 to 4.0 ppm (0.8 to 10.5 mg/m ) and observed no statistically signifi-
cant  increase  in  airway resistance or other pulmonary function effects.   The exposures were
carried out while  the subjects were at  rest  in a controlled exposure chamber, but no assess-
ment was  conducted regarding  possible enhanced  effects  of increased  oral  inhalation  due to
exercise  or  forced mouth breathing.  Thus,  although  no evidence  was  obtained  for increased
susceptibility of  these  patients at  rest,  possibly enhanced vulnerability  to SO, effects of
such subjects  at  elevated activity levels  cannot  be  ruled out based on the reported results.
     A clearer picture  of probable enhanced susceptibility  or  special  risk for SO^-pulmonary
function  effects  appears  to  be emerging now  in regard to  asthmatic  subjects.   For example,
Jaeger et.al.  (1979)  reported observing small,  statistically significant  (mean  = 2.7%) de-
creases in MMFR  levels   (which recovered in 30 minutes) following forced oral exposure (by use
of  nose  clips) to 0.5  ppm (1.3 mg/m )  S02 of  40 asthmatic subjects at  rest in a controlled
exposure chamber.  Two subjects experienced delayed effects requiring medication that may have
been due  to  the  SO, exposures.   (Other  uncontrolled  factors,  however, cannot be ruled out as
possibly  having  caused  the delayed symptoms.)  While  the  small  pulmonary function decrements
observed by Jaeger et al.  (1979) may be physiologically insignificant per se, they are
                                             1-77

-------
suggestive  of possible  SCL  effects occurring  in asthmatic  individuals  at SO-  levels  below
those affecting nonsensitive healthy adults.
     Consistent with this  possibility,  Sheppard et al. (1980) observed statistically signifi-
cant SR.,,,  increases  in subjects with clinically defined mild asthma exposed to 1, 3, or 5 ppm
       ctW               «j
(2,6, 7.7  or 13.1  mg/m )  SO,  via  mouthpieces while  at rest;  however,  significant SR   in-
creases  in normal  and  atopic  subjects  occurred only  at  5 ppm  (13.1  mg/m ).   In further
studies, Sheppard et al. (1981) observed statistically significant increases in SR   with oral
                                                                       n           9W
exposure of asthmatic  subjects  to 0.25 and  0.5  ppm  (0.7 and 1.3 mg/m )  S02 via forced mouth
breathing  while  exercising at  a moderately  elevated  level  (Ve  =  30 liters).   The two most
responsive subjects  of six tested experienced increased  SR   with  oral  exposure to levels as
                          o                                 Q.W
low as 0.10  ppm  (260 mg/m ) SO-.   At  0.5 ppm three of  the subjects  experienced wheezing and
shortness  of  breath, and at 1.0 ppm all  six subjects experienced such symptoms.  Sheppard" et
al.  (1980)  also  employed  pharmacologic  tests,  which  indicated that  the very rapid-onset
bronchoconstriction  effects  seen in the  asthmatic subjects  are  under parasympathetic neural
control, as was earlier demonstrated (Nadel  et  al.,  1965)  to be the case for normal subjects
experiencing  bronchoconstriction  in response  to exposure  to SO- at a higher  level (i.e.,  5
ppm) while at rest.
     The Sheppard et al.  (1980, 1981) results appear  to demonstrate  that some asthmatic sub-
jects may  be  approximately an order of magnitude  more sensitive to SO^  exposure than normal,
nonsensitive  healthy adults.  That  is,  whereas nonsensitive  healthy  adults display increased
bronchoconstriction at  5 to  10  ppm while  at rest and at levels possibly as low as 1 ppm with
oral or oronasal  breathing, persons with clinically defined mild asthma appear to be sensitive
(as a  group) down  to  0.25 ppm S0? and  the most sensitive  (as  individuals) down  to 0.1 ppm
under moderate  exercise  (Ve =  30  liters/minute) conditions.   Most  importantly,  with  brief
10-minute exposures to SO- concentrations encountered in U.S. cities (0.1 to 0.5 ppm), Sheppard
et al, (1981) demonstrated that moderate exercise increased the bronchoconstriction produced
by S02  in  subjects with mild asthma.  These results were  qualitatively  confirmed  by Linn et
al. (1982)  using  techniques  similar to those  employed  by Sheppard  et al. (1981).  In a pilot
study by Linn et  al. (1982), five asthmatic subjects were exposed,  via mouthpiece, to 0.5 ppm
S0« for a period of 10 minutes while exercising (at a rate equivalent to  ~400 kg-m/ min), and 4
of the 5 showed increased SR   in response to the S09 exposure.  Similar  results using oronasal
                    ,       clW                      £*
0.5 ppm  SO-  exposure  via  a face  mask have  been recently  described  (see  Addendum following
Chapter 1  in this  volume).   However,  caution  should be employed in  regard to  any attempted
extrapolation of  these observed  quantitative exposure-effect relationships to  what might be
expected under ambient conditions.  Additional research results from studies using open chamber
oronasal breathing  conditions more  analogous to  those  encountered in daily  activities have
also recently been described by Linn et al.  (1982).  In this  large-scale* chamber study employ-
ing 24  asthmatic  subjects,  no  statistically  significant pulmonary function decrements were
found with  0.5 ppm S0« exposures for 1  hour under intermittent exercising conditions.  These

                                             1-78

-------
negative  results  are in  contrast to the findings  of Sheppard et al,  (1981)  and Linn et al.
(1982) obtained with  0.5  ppm SO, exposure via mouthpiece while exercising.   These differences
may be due  to  the delivery of a  higher proportion of inhaled SO, to the tracheobronchial and
lung regions with  mouthpiece  exposure or to  individual  variations  in bronchial reactivity to
S02 among subjects used in the different studies.
     The  health significance  of  pulmonary function changes and associated symptomatic effects
demonstrated to occur  in  response to SO, by  the above human exposure studies is an important
issue  for present  air quality  criteria development purposes.  In  contrast to  the  sensory
effects  of  SO- earlier described as  probably being of little  health  significance,  much more
concern  is  generally accorded to the potential  health effects of pulmonary function changes
(such as  increased  bronchoconstriction) and associated symptomatic effects (such as coughing,
wheezing, and dyspnea or shortness of breath) observed with human exposures to SO,, especially
in sensitive  population groups  such  as those  having asthma.  Temporary, small  decrements in
pulmonary airway  functions observed  in some  of the  above  studies  for  nonsensitive  healthy
adults at SO- concentrations of greater than 1 to 5 ppm are generally of less concern in terms
of their  implications  regarding  the potential health impact of ambient air. SO, exposures than
are the  pulmonary function  and  symptomatic  effects  observed  in mildly  asthmatic persons at
similar  (1  to  5  ppm) or lower (<1  ppm) concentrations of SO-.   Probably of most concern are
marked  increases  (>10  percent)  in  airway  resistance  and  symptomatic effects  (wheezing,
dyspnea)  observed by  Sheppard et al.  (1981) in a group of mildly asthmatic subjects with oral
                                             3
exposure  via mouthpiece to 0.5 ppm (1.3 mg/m ) SO- during exercise,  although the level of SO,
exposure  at which  such  effects  might  occur under  ambient  conditions cannote  be  precisely
stated  at this  time.   A  recent article  (Fischl  et al.,  1981) and  accompanying  editorial
(Franklin,  1981)  in  the  medical  literature  discuss  the   inclusion  of  indices of  airway
obstruction  and  symptoms  such  as  wheezing  and dyspnea  among  factors  to  be  considered in
attempting  to predict the  need for hospitalization  of asthma  patients   following  initial
emergency room treatment (e.g., bronchodilator therapy, etc.) for asthma attacks.
     Particulate  matter,   especially   hygroscopic   salts,  has  been  shown  to be potentially
important in enhancing the. pulmonary function effects of SO- exposure.  Airway resistance in-
creased  more after  combined exposure to SO,  and sodium chloride in several  studies, although
others  have failed  to demonstrate  the  same effect.   This  difference  in  response to  the
SO--NaCl  aerosol  mixtures  may be due principally  to  the relative humidity at the time of the
exposure.   McJilton et al.  (1973)   have  demonstrated that  changes in  pulmonary mechanical
function  were  seen  in  guinea pigs only when the  SQp-NaCl  mixture was  administered at high
relative  humidity  (RH  >80%).   The effect is  ascribed to absorption  of the highly soluble S02
into the  droplet before inhalation, whereas at RH <40% the aerosol was a crystal.  Significant
reduction in MEFcnwwr  was observed for the group mean after .oral exposure to a combination of
saline aerosol and 5 ppm  (13.3 mg/m  ) SO,; however, no effects were observed at S0£ levels of
0.5 and  1.0 ppm  (1.3 and  2.6 mg/m3)  (Snell  and Luchsinger, 1969). The validity of this study

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has  been  questioned because  of  the lack of an  air  sham control group and also  based on the
methodology  used to  measure  MEFrAvr-   More  recently, studies  have been  reported  showing
pulmonary function  changes  in extrinsic asthmatic subjects both at rest (Koenig et a!., 1980)
                                                                     3                       3
and during  exercise (Koenig et al., 1981) with exposure to 2.62 mg/m  (1 ppm) SO- and 1 mg/m
NaCl.    Statistically significant  decreases  in  certain measures  of maximum  expiratory flow
(V maxcfw and  V   7g«) were observed both  at rest and during  exercise  for asthmatic subjects
but not for all  normal  subjects.  Although NaCl alone produced no such effects, the lack of a
group exposed  to  SO- alone and the difference  in the number of subjects used with NaCl alone
or in combination with SO- make interpretation difficult.
     In contrast  to the apparent enhancement of  S02-induced  pulmonary  airway effects by com-
bined exposure with certain  particulate matter aerosols,  there is  less evidence  that syner-
gistic  interactions between  S0? and  other  gaseous pollutants,  such as  ozone  or nitrogen
dioxide, produce greater- than-additive effects on pwlmonary mechanical functions.  None of the
controlled  human  exposure studies  reviewed  in  Chapter  13  convincingly demonstrated such
synergistic effects.
     Evidence  from  controlled  human  exposure  studies  regarding  SO- effects  on  respiratory
defense mechanisms, such  as  mucus  clearance processes, is  highly  limited at  present.   For
healthy  adults exposed to S0? while  at   rest,  nasal  mucus flowrate  appeared  to  decrease
markedly  (by  50   percent)  at  5.0  ppm SOy  (Andersen  et  al.,  1977),  but  tracheobronchial
mucociliary clearance  appeared to  be  unaffected  by SO, exposure at the  same  level  while at
rest (Wolff et al., 1975a). These observed differences may be due to the much greater dose of
S09 delivered  to  nasal  passages than to tracheobronchial regions  by nasal breathing at rest.
                                                        3
Oral exposure  of healthy  adults  to 5.0 ppm (13.1 mg/m ) SOg during exercise  (which notably
increases tracheobronchial  deposition  of   S02),  however,  was  observed to- increase  tracheo-
bronchial  clearance rates  in  two  studies  (Wolff et al,,  1975b; Newhouse  et  al.,  1978).   No
studies, to  date,  have  investigated  whether or  not repeated exposures to 5.0  ppm  SD? would
continue to induce  increased  nasal  or tracheobronchial clearance or, possibly, cause eventual
slowing of mucus  clearance.   (Note  that one early study by Cralley [1942] reported decreased
mucociliary activity in a healthy  adult exposed to high [>15 ppm] SOp concentrations while at
rest.)  Nor have  any controlled exposure studies  investigated the  effects of SO- exposure on
mucus  clearance  activities  in  asthmatic  or  other potentially  sensitive human  population
groups, such   as  individuals  with  chronic  obstructive  pulmonary  diseases.  Thus, while  SOg
effects on  nasal  and tracheobronchial mucus  clearance  processes cannot be said to  have been
demonstrated to occur, in sensitive  population groups at exposure levels below those affecting
healthy adults, such a possibility cannot be ruled out at this time.
     In addition  to S02 being  absorbed by  hygroscopic particles,  whereby  its  effects  may be
potentiated, sulfur dioxide is also  transformed during transport into sulfur trioxide which in
turn in  combination with  moisture  forms sulfuric  acid.  The latter may exist  as a sulfuric
acid droplet or can be converted to  sul fates in the presence of ammonia, which is found in the
ambient air and in expired human breath.
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     Sulfurie acid and  other  sulfates have been found  to  affect both sensory and respiratory
function in  study  subjects.   The odor threshold for sulfuric acid has been estimated to be at
         3                                   *i
0.75 mg/m  based on one study and at 3.0 mg/m  based on another.
                                                                                  2
     Respiratory effects  from exposure  to  sulfuric acid  mist (0.35 to 0.5  mg/m )  have been
reported  to  include  increased  respiratory  rate  and  decreased  maximal  inspiratory and  ex-
piratory flowrates and  tidal  volume (Amdur et al.,  1952).   However,  several  other studies of
pulmonary function  in nonsensitive  healthy,  adult  subjects  (Newhouse et  al.,  1978;  Sackner
et al., 1978;  Kleinman et al.,  1978;  Avol  et al.,  1979;  Leikauf et al.,  1981;  Kerr et al.,
1981; Horvath et al.5  1981)  indicated that pulmonary mechanical  function  was little affected
                                              q
when subjects were exposed  at 0.1 to 1.0 mg/m   sulfuric acid for 10 to 120 minutes, although
in one  study (Utell  et al., 1981) the bronchoconstrictive action of carbachol was potentiated
by the sulfuric acid and sulfate aerosol, more or less in relation to their acidity.
     In regard  to  mucociliary clearance effects, tracheobronchial clearance was significantly
                      o                                                    o
increased at 100 ug/m   HUSCh,  was  not  significantly  altered at 300 ug/m  ,  but was signifi-
cantly  decreased  at 1000  ug/m   (Leikauf  eta!.,  1981).    Although  transiently  depressed
                                                                                       q
following a  single 60-minute  exposure,  the decreased'clearance rates seen at 1000 ug/m  raise
the possibility of more persistent or chronic depression  of tracheobronchial clearance after
repeated  exposures  to the  same  concentrations  of sulfuric acid.  The  possible occurrence of
such  an  effect in  humans  would  be  consistent   with  observations  of  persistently  slowed
clearance  for several  months following repeated  exposures  of  donkeys to  comparable FUSQ.
concentrations (Schlesinger et al., 1978, 1979).
     In studies with asthmatic subjects, no changes in airway function have been demonstrated
                                                                                            O
after  exposure  to  sulfuric  acid and sulfate  salts at  concentrations  less  than 1000  ug/m .
                                                 •a
However, at  concentrations  higher than 1000 ug/m  ,  reductions in specific airway conductance
(SG  )  and  forced  expiratory volume  (FEV-, g)  have been  observed  after  sulfuric acid  and
ammonium  bisulfate exposures, as reported by Utell  et al.  (1981).   No  studies,  on  the other
hand,  have  as yet evaluated  the effects of  sulfuric  acid or other  sulfate  salt aerosols on
nasal or trancheobronchial mucus clearance functions.
     Water-soluble sulfates  have been  the  most frequent  ingredients of experimental  aerosol
exposure  atmospheres because ambient sulfate  levels  were  earlier  reported as  likely being
epidemiologically associated  with morbidity.   However, in addition to  sulfuric acid and sul-
fates,  other nonsulfur particulate  matter species  exist  in  the  ambient  air.   These  include
polycyclic organic matter (POM), lead,  arsenic, selenium, ammonium salts, and carbon as dust.
Although  controlled  human exposure  to  some of these  inherently  toxic  compounds is forbidden
for  obvious  reasons, several  investigators have conducted  clinical  studies  using  carbon and
other inert  particles.
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     The relatively sparse results involving insoluble and other nonsulfur aerosols under con-
trolled human exposure conditions preclude drawing conclusions regarding quantitative exposure-
effect or dose-response  relationships  fo.r the particulate chemical  species  studied.   This is
due to  the fact  that extremely  high  'aerosol  concentrations were typically  employed  in such
studies.  Nor  can any clear conclusions be  drawn,  based on the available  controlled human
exposure data,  in regard to size ranges of insoluble and other nonsulfur aerosols that may be
associated  with  the  induction  of  significant  respiratory  system effects  at, concentrations
commonly found  in the ambient air (although most of the controlled exposure studies generally
appear  to  have employed  either  fine particles  of <2.5 pm diameter  or  inhalable  particles of
<10-15 urn diameter).   However, the effects in polydispersed aerosol studies cannot be ascribed
to fine particles alone.   Only studies by McDermott (1962), Anderson et al. (1979), and Toyoma
and Nakamura  (1964)   have  explicitly  studied the effects of  larger particles but  at highly
elevated levels of insoluble particulate matter not usually associated with ambient conditions.
1.14.    EPIDEMIOLOGICAL  STUDIES  ON HEALTH  EFFECTS  OF PARTICULATE  MATTER AND SULFUR OXIDES
     Chapter 14 evaluates epidemiological literature concerning health effects associated with
ambient air exposures to particulate  matter and sulfur oxides.  The main focus of the chapter
is on;  (1) qualitative  characterization of human health  effects  associated with exposure to
airborne SO,,  related particulate sulfur compounds, arid other PM; (2) quantitative delineation
of exposure-effect and exposure-response relationships for induction of such effects;  and (3)
identification  of population groups at  special  risk for experiencing the effects at  ambient
exposure levels.   The epidemiological  data discussed both complement  and extend information
presented  as  part  of analyses  in other health-related  chapters  (11,  12,  and 13)  of  the
document.   Epidemiological  studies  offer several advantages  beyond those of animal toxicology
or controlled  human  exposure studies.   Health effects of  both short- and long-term pollutant
exposures (including  complex mixtures  of pollutants) can be  studied and sensitive members of
populations at  special risk for particular effects  at ambient air concentrations identified.
Also,  epidemiological  evaluations allow  for  investigation of both  acute  and chronic  disease
effects  and  associated  human  mortality.    Epidemiological  studies,  then,  together  with
controlled animal  and human exposure  studies,  can contribute to a more complete understanding
of the  health  effects of PM and SO ,  especially in  helping to delineate human health effects
                                   }\                 "
occurring  under  ambient exposure conditions.    Despite  these advantages, however,  important
limitations exist regarding the  conduct,  analysis, interpretation,  and  use  of  available
epideraiological  studies  on  the  health impact  of PM  and  SOp.   Such  limitations, summarized
next,  are  discussed   in  more detail in  Section  14.1.1  of Chapter 14 and must be taken into
account in any evaluation of epidemiological studies on PM and SO .
                                                                 X
!• 14.1  Hethodologi cal Consi derations
     Epidemiological   studies  employed  to generate information for human  risk assessment pur-
poses typically focus on  the following:   (1)  defining  exposure  conditions;  (2) identifying
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health effects;  (3) relating  exposures  to effects;  and (4) estimating overall  risk  of par-
ticular  health  effects  occurring among  specific  population  groups  under ambient  exposure
conditions.
     One important  limitation  of most epidemiological studies reviewed in Chapter 14 is less-
than-optimum characterization  of community air quality parameters used  to  estimate exposures
of population  groups to atmospheric  concentrations of PM and SO,,.   Such  characterization of
air quality  generally involved  relatively crude estimates  of levels of  pollutants present,
often  allowing  for only limited qualitative  statements to be made  regarding  exposure condi-
tions  (e.g., whether  a  given site or time period had higher or lower atmospheric levels of PM
or SOy than  some  other site or  time  period).   Only rarely were measurement methods used that
provided reasonably precise  determinations of ambient air concentrations of pollutants, which
were  sufficient to  permit  quantification of  approximate  PM or  SCL levels  associated with
observed health effects;   Even when  reasonable quantification of  community air quality para-
meters was achieved,  however,  the use of  such  data in estimating actual population exposures
was  typically  further  constrained  by factors  such  as  siting  of  air  sampling  devices  in
relation to  study  populations, frequency and duration  of  sampling periods, activity patterns
of study population members, and contributions of indoor air pollution to overall exposures of
study  groups.   These limitations  arise  in part  from the fact that most presently-avail able
epidemiological studies  utilized air monitoring data  from sampling  networks  originally esta-
blished for purposes other than  health-related research and,  therefore, not optimally designed
to  provide  aerometric  data  of  the  type  or  quality  needed  for precise  epidemiological
assessment of  health effects  related  to  PM and S0?.  Therefore, the aerometric data reported
should be,  viewed  as yielding,  at  best, only  approximate estimates of actual study population
exposures.
     Inadequate characterization of  health effects  associated with PM and SO,, exposure condi-
tions  represents  another major  problem  with many  of  the epidemiological  studies evaluated.
Various  health   endpoint   measurements   (mortality,  morbidity,   and  indirect, measures  of
morbidity)  were employed  in such studies  and  each  has  advantages and  disadvantages.   Some
involved direct observations of signs and  symptoms  of disease states or objective indicators
thought to be  associated with  the occurrence of  illnesses,  e.g.,  patient visits to hospitals
or clinics or  absenteeism  from  school or  work.   Direct quantification of health effects also
Included measurement of  biochemical  or  physiological  changes  in  study  populations,  as in
recording  of pulmonary  function changes  by spirometric  methods.  Indirect  measures or indices
of health  effects were also used, e;g.,  by gathering  information on frequency and duration of
respiratory  illnesses by telephone  interviews, written questionnaires,  or self-reported en-
tries  in diaries.   The validity of  such  indirect measurements of health effects, however, is
highly dependent  on the ability and motivation of respondents to recal.l  and report accurately
past  or  present health-related  events; this can  be influenced by numerous extraneous factors
such  as  age, cultural and educational background,  instructions from experimenters, sequencing
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of questions,  and  interviewer variability or bias.  Confidence  in  results obtained by either
direct  or indirect  measurement methods  is  enhanced  if  potentially interfering  or  biasing
factors  are  appropriately controlled  for and if results  are  validated  against corroborating
evidence,  but  very>  few  of  the  available  epidemiological  studies  on PM  and S02  effects
adequately addressed such methodological issues.
     Adequately  relating  observed health  effects  to specific parameters  of  ambient exposure
conditions is  another objective  not often .achieved by the  epidemiological  studies reviewed,
such that few allow for  confident  qualitative  or quantitative characterization of  PM or S02
exposure-health  effect relationships.   For example,  competing risks such as cigarette smoking
and occupational exposures may contribute to observed health effects results and must usually
be taken into  account in order for  confidence  to be placed in  reported air pollution-health
effects   relationships; however,  many  studies on PM or S0? effects did not adequately control
for  such factors.   Similarly, possible  effects  of other  covarying or  confounding  factors
(e.g.,  socioeconomic  status,  race,  and meteorological  parameters) were  not  always  adequately
evaluated.  Also, further complicating evaluation of the epidemiological  data is the fact that
exposure  parameters are not  subject to experimenter control;  thus,  ambient levels  of a given
pollutant often  varied widely over the course of  most  studies,  making it extremely.difficult
to determine whether  mean concentrations, peak concentrations,  rapid  fluctuations  in  levels,
or other air  quality  factors were most important  as determinants of reported health effects.
Significant covariation  between concentrations  of PM,  SOo,  and other  pollutants  also often
made  it  difficult to  distinguish  among  their  relative contributions  to  observed  health
effects.
     Estimation  of  overall  risk  by means of epidemiological  studies requires  still  further
steps  beyond   delineation  of  exposure-effect relationships that define  exposure  conditions
(levels, durations, etc.)  associated with induction of specific health effects.   That is, risk
estimation also  requires:  (1) identification of particular population groups likely to mani-
fest health  effects  under exposure  conditions  of concern; and  (2)  ideally,  determination of
numbers  or  percentages  of such  individuals  (responders) likely to  be affected  at  various
exposure' or dose levels.   Delineation of the former,  i.e., identification of population groups
at special  risk at comparatively  low exposure levels of  SO,  and PM, has only  started to be
accomplished   via   presently  available   epidemiological   studies.   Also,   epidemiological
delineation of quantitative  dose-response  (or,  more correctly,  exposure-response)  relation-
ships,  defining  percentages  of population groups likely to  manifest a given health effect at
various levels or durations of exposure to PM and SO,,  is largely lacking at this time.
     Another  limitation  of  the  .epidemiological  information  concerns  its  usefulness  in
demonstrating cause-effect relationships versus merely  establishing associations (which may be
non-causal in  nature)  between PM or SO, and various  health effects.   Interpretation of epide-
miological data  as an aid  in inferring  causal  relationships  has been  addressed by previous
expert  committees  or  deliberative  bodies faced with evaluation of  controversial  biomedical
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issues (U.S.  Surgeon General's  Advisory Committee on  Smoking and Health,  1964;  U.S.  Senate
Committee on  Public Works,  Subcommittee on Air  and  Water Pollution,  1968).   Among criteria
selected by each  group  were:  (1) the strength of the association; (2) the consistency of the
association,  as  evidenced  by its  repeated observation  by  different persons,  in  different
places,  circumstances,  and  time;  (3) the  specificity  of the  association;  (4)  the temporal
relationship of the association;  (5) the coherence of the association in being consistent with
other  known facts;  (6) the existence  of  a biological gradient,  or dose-reponse  curve,  as
revealed by the  association; and (7) the biological plausibility of the association.  In dis-
cussing  such  criteria,  Hill  (1965) further noted that strong  support for  likely  causality
suggested by an  association may  be derived  from  experimental  evidence, where manipulation of
the  presumed  causative  agent  (its  presence or absence, variability  in  intensity,  etc.) also
affects  the  frequency or  intensity of the associated effects.   Importantly,  Hill  (1965) and
the  above committees  emphasized,  regardless of the specific set of criteria selected by each,
that no  one criterion was  definitive by itself  nor was it necessary that all be fulfilled in
order  to support  a  determination  of  causality.   Also,  Hill  and  the committes noted that
statistical  methods cannot establish proof of a causal relationship in an association nor does
lack of  "statistical  significance"  of an association necessarily negate  the possibility of a
causal relationship.  That is, as stated by the  U.S.  Surgeon General's Advisory Committee on
Smoking and Health (1964):   "The causal  significance of an association is a matter of judgment
which  goes  beyond any  statement of  statistical  probability."    All  of the above  points are
important to consider in arriving at conclusions regarding the meaning and implications of the
epidemiological data evaluated in the present document.
     Taking into account the above methodological limitations, the following set of guidelines
are  stated  in  Chapter 14 and  were  used  to judge the relative scientific quality of epidemio-
logical studies and their findings reviewed there:
     1.   Was the quality of the aerometric data sufficient to allow for meaningful character-
          ization  of geographic  or  temporal  differences in  study population  pollutant ex-
          posures in the range(s) of pollutant concentrations evaluated?
     2.   Were the  study populations well-defined and adequately selected  so as to allow for
          meaningful  comparisons  between  study  groups  or  meaningful  temporal  analyses  of
          health effects results?
     3.   Were the health endpoint measurements meaningful and reliable, including clear defi-
          nition  of -diagnostic   criteria  and  consistency  in  obtaining dependent variable
          measurements?
     4.   Were the  statistical  analyses appropriate  and  properly performed and interpreted,
          including accurate data handling and transfer during analyses?
     5.   Were  potentially  confounding  or covarying factors  adequately controlled  or taken
          into account in the  study design and statistical analyses?
     6.   Are  the  reported findings internally consistent, biologically plausible, and coher-
          ent  in terms of consistency with other known facts?
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     Few, if  any,  of the epidemiological studies  reviewed  dealt with all of the above points

in a.completely  ideal  fashion; nevertheless, these guidelines provided benchmarks for judging

the relative  quality of various studies and for selecting the best for detailed discussion in

Chapter 14.

     Detailed critical analysis of all epidemiological studies on health effects of PM and SOp

represents an undertaking beyond the  scope  of the present document.  Of  most  importance for
present purposes are those studies which provide useful quantitative information on exposure-

effect or dose-response relationships for health effects associated with ambient air levels of

PM and SOg likely to be encountered in the United States during the next 5 years.  Accordingly,

the following criteria  were employed in selecting studies for detailed discussion in the text
of Chapter 14:

     1.   Concentrations of  both  PM and S02 were  reported,  allowing for potential evaluation
          of their separate or combined effects.

     2.   Study  results provided  information  on quantitative  relationships  between  health
          effects and ambient air PM and S02 levels of current concern (i.e., generally < 1000
          ug/m3).

     3.   Important methodological considerations were adequately addressed,  especially (a) in
          controlling for  likely  potentially confounding factors and (b) in carrying out data
          collection,  analysis,  and  interpretation  so  as  to minimize  errors or  potential
          biases which could be reasonably expected to affect the results.

     4.   The study  results  have  been reported in the  open literature or are in press, typi-
          cally after having undergone peer review.

     In addition,  some  studies not meeting all of the above criteria are briefly discussed in

Chapter 14 as appropriate to help elucidate particular points concerning the health effects of
PM and/or SO-.   Other  studies found  to  be of  very limited  usefulness  for present criteria

development purposes are noted in Appendix 14A of Chapter 14, along with annotated comments on

methodological or other factors tjiat limit their usefulness for present purposes.

     The  extensive epidemiological  literature  on the effects  of occupational  exposures to PM
and SO- presently is not reviewed in Chapter 14 for several reasons:

     1.   Such literature generally deals with effects of exposures to S02 or PM chemical spe-
          cies at  levels  many times higher  than  those  encountered in the ambient air  by the
          general population.

     2.   Populations exposed  occupationally mainly  include  healthy adults,  self-selected to
          some extent  in  terms  of being  better able  to  tolerate exposures  to  S02  or PM
          substances  than  more susceptible workers  seeking  alternative employment  or other
          groups  often  at  special  risk  among  the  general  public  (e.g.,   the  old,  the
          chronically ill, young children, and asthmatic individuals).

     3.   Extrapolation  of  observed  occupational exposure-health  effects  relationships (or
          lack thereof) to the general public could, therefore,  be potentially misleading in
          demonstrating health effects among  healthy workers at higher  exposure  levels than
          would affect susceptible special risk groups in the general population.
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The  occupational  literature  does,  however,  demonstrate  links  between  acute high  level  or
chronic lower  level  exposures to SO, or many  different  PM chemical species and  a  variety of
health effects, including:   pulmonary function changes, respiratory tract diseases,  morpholog-
ical damage to the  respiratory system, and respiratory tract cancers.   The reader, is referred
to National Institute  of Occupational  Safety and Health  (NIOSH)  criteria documents and other
assessments listed  in  Appendix 14B  of Chapter 14 for information on.health effects  associated
with occupational airborne exposures to SO,-and various PM species.
1.14.2  Air QualityMeasurements
     Of key importance  for evaluation of epidemiological  studies  reviewed in  Chapter 14 is a
clear understanding  of  physical  and chemical properties  of  PM  and S0? indexed by measurement
methods  (and   associated  limitations)  used  to  collect  aerometric  data  employed  in  those
studies.  The most crucial points discussed in Chapters 3 and 14 on the subject are  summarized
here.
     Three main  measurement  methods or variations were used to generate SO, data cited in the
epidemiological  studies reviewed:   (1) sulfation  rate;  (2) hydrogen  peroxide;  and  (3)  the
West-Gaeke (pararosaniline)  methods.   As  noted earlier  (Section  1.3), sulfation  rate  (lead
dioxide) methods  are not SOg-specific, and atmospheric concentrations  of SO,  or other sulfur
compounds cannot  be accurately extrapolated from the  results.   However,  lead  dioxide gauges,
widely used in Britain prior to 1960, provided aerometric data reported in some British epide-
miological studies,  and sulfation rate methods were also used  in some American studies.  Use
of  a better  method, the hydrogen peroxide  method,  was expanded in Britain  during  the 1950s,
usually in tandem with apparatus for PM (smoke) monitoring, and the method was adopted in the
early 1960s as the standard S02 method for the United Kingdom National  Survey of Air Pollution
and,  as an QECD-recommended method,  elsewhere  in  Europe.  The  method can yield  reasonably
                                                                3
accurate estimates  of  atmospheric S0~ levels expressed  in jjg/m.;  but  results  can be affected
by  factors  such  as  temperature, atmospheric  ammonia,  and titration  errors.   Unfortunately,
little quality assurance information exists on sources and magnitudes of errors encountered in
the  use of the method to  obtain SO,  data  reported in specific  British or European epidemio-
logical  studies, making it  difficult to  assess the  accuracy  or precision of  reported  SOp
values.  The West-Gaeke (pararosaniline)  method was more widely used in the United States' and
is  specific  for  SO, if properly implemented  to minimize  interference by  nitrogen  or metal
oxides; but  results can also be affected  by factors  such as temperature and mishandling of
reagents.  -Again, unfortunately, only very limited quality assurance information (see Appendix
14B  of Chapter  14)  has been  reported for some  American SO, measurements  by the  West-Gaeke
method  but is otherwise  generally lacking  by which  to  evaluate the  quality  of  SOg data
reported in most  published American epidemiological studies.
     Measurement  approaches  for suspended  sulfates  and  sulfuric acid,  used mainly  in  the
United  States,,  include turbidimetric  and  methylthymol  blue  methods, which  usually involve
collection of  samples  on  sulfate-free glass fiber filters by  high-volume PM  samplers.   How-
ever,  as  discussed  in Section 1.3, such methods usually  do not differentiate between sulfates

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and sulfuric  acid,  and secondary formation of such products from S0~ in air drawn through the
filter can affect estimation of atmospheric sulfate levels.  Essentially none of the available
epidemiological studies  using  sulfate aerometric data derived  from  these  measurement methods
adequately controlled  for such artifact  formation;  and few other studies  have  employed more
recently developed better sulfate measurement methods.
     To  be  of maximum  value,  epidemiological  studies  on PM effects  must utilize aerometric
methods  that provide  meaningful  data  regarding  not only  the mass  but  also  the  size and
chemical composition of  particles present.  In actual practice, most epidemiological studies
on  PM effects  relied on  air quality  data from  air monitoring instruments  of questionable
sampling accuracy  and not  specifically designed  for health-related research.   The resulting
data thus typically  provided only limited  information regarding mass,  size, or chemical pro-
perties of the PH sampled.
     Three measurement  approaches were mainly  used  to  obtain PM data cited in  .the epidemio-
logical studies reviewed:   (1) the British Smokeshade (BS)  light  reflectance method or vari-
ations used  in  Britain  and Europe; (2) the American Society for Testing and Materials (ASTM)
filter-soiling light transmittance method or AISI variation used in the United States; and (3)
the high-volume  sampling method  widely employed  in  the United States.  As noted in Section
1.3, the BS  method  in routine use typically employed standard monitoring equipment with a DJ-Q
cutpbint of  ~4.5 pm.  Also,  as  noted  earlier, the  BS  method neither  directly measures the
mass nor determines chemical composition of collected particles.  Rather, reflectance of light
from the stain  is  measured and depends both on density of the stain and optical  properties of
the collected materials, of which smoke particles composed of elemental carbon typically make
the greatest contribution.   Because  highly variable proportions of carbon  and  non-carbon PM
exist from site to  site  or from time to time at the same site,  the same BS reflectance can be
associated with different concentrations of particles.  Site-specific calibrations of reflect-
ance readings against gravimetric mass measurements are therefore necessary to obtain approxi-
mate  estimates  of airborne  PH concentrations  by  the BS  method.   Unfortunately,  such  site-
specific calibration of  BS reflectance  readings against  gravimetric mass  measurements was
carried  out  only once  in  London during the  1950s.   Later, in the early  1960s,  additional
calibrations were carried out, e.g., some site-specific BS mass  calibration curves were deter-
mined for urban areas in Britain and Europe for British National Survey and OECD work, respec-
tively.  Such curves were  interrelated or  normalized to. define two  "standard" curves:  (1) a
British standard smoke curve defining relationships  between PH mass and BS reflectance read-
ings for London's atmosphere in 1963, which was used to yield BS  concentration estimates (in
    3
|jg/m )  reported  in many published  British epidemiological  studies;  and (2) an  OECD interna-
tional  standard  smoke curve,  against which smoke reflectance  measurements  made elsewhere in
                                                                      2
Europe were  compared to yield smoke  concentration estimates (in pg/m ) reported  in European
studies on PM  effects.   Of crucial importance  in  assessing  such studies is the fact that the
actual  PM  mass or  smoke concentration .at a  particular site  may differ  markedly  (e.g.,  by
                                            1-88

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                                                                                 3
factors  of  two or  more)  from the  corresponding mass or concentration  (in  pg/m )  associated
                                                                      *
with a.given  reflectance  reading on either of the two standard curves ;  therefore,  great care
must be  applied  in  interpreting what any reported  BS value in  ug/m  means  at  all.   Further
complicating interpretation of  smoke  data used in most epidemiological studies is the lack of
specific quality assurance information for cited aerometric measurements.
     The ASTM  or AISI  light  transmittance method  is similar  in  approach to the  BS method,
having a D™  cutpoint of  ~5 pm  and accumulating PM as a stain  on  filter paper.  Thus, coef-
ficient of  haze  (CoH) readings  (like BS readings) roughly index the soiling capacity of PM in
the  air,  are  most  strongly  affected  by fine-mode  elemental   carbon particles, and  do  not
directly measure  mass or  chemical composition of  PM.   Attempts to relate CoHs  to  pg/m  also
require  site-specific  calibration  of  CoH  readings  against  side-by-side   gravimetric  mass
measurements,  but  the accuracy  of  such mass  estimates  is  questionable  and   clearly  only
applicable for the particular location(s) where carried out for a limited time period.
     The high  volume  (hi-vol)   sampler  method,  used in  the United  States to  measure  TSP,
directly measures the mass of the PM collected by gravimetric means.  The D,-,, cutpoint for the
sampler is  typically  around 25  to 50 pm, and collection of larger particles tends to drop off
rapidly above  such  cutpoints.   Thus,  the hi-vol sampler,  as typically employed,  collects both
fine- and coarse-mode particles  that  may include windblown crustal  material of natural origin
(especially in dry,rural areas).   Only rarely have cyclone samplers or other variations of the
hi-vol  sampler with  smaller size  cutpoints  been  used  in  epidemiological   studies  to limit
collected particles to an  inhalable range, but even then the cutpoints achieved were not sharp
or independent of w}
comparisons of  amounts  of PM present at a given time versus another time at the same site and
generally do not permit meaningful comparisons between PM levels at different geographic areas
having  airborne  PM of different chemical composition (especially in terms of relative porpor-
tions of elemental carbon).

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Holland  et  a!,,  1979).  One  exception  was during severe London air  pollution  episodes,  when
low wind  speeds  resulted^in settling out of large coarse-mode particles and smaller particles
                               3
increased to  levels  (>500  ug/m ) such th'at BS and TSP nfeasWemefits tended to converge (as ex-
pected when fine-mode and small coarse-mode particles predominate in the PM sampled).
     Taking  into account the  foregoing information, aerometric data cited  in  published  epi-
demiological  studies  must  be  viewed only as very approximate estimates'of atmospheric levels
of SO-,  particulate  sulfur compounds,  or  other  PM associated with  reported health effects.
Further,  to  the  extent that (1) the cited  aerometric  data are derived from use of techniques
with  limited specificity for  the  substance(s)  purportedly measured or (2)  the relative  con-
tributions of PM or SOo to observed health effects cannot be distinguished from each other or
from the effects of other covarying pollutants, then the aerometric data and associated health
effects  reported might be  more appropriately viewed as relatively nonspecific indicators of
the effects of air pollutant mixtures containing PM and SO .
                                                          f\
1-14.3  Acute Exposure Effects
     Detailed  study  of  human  health  effects due  to  severe air  pollution episodes  spans  a
period of less  than 50 years.  The  first  reliable account of such episodes  describes a  1930
incident  in  the  Meuse Valley  of Belgium.   Dense  fog covered the valley from December 1 to 5,
with  low winds  and  large  amounts of  PM present.   About  6,000 residents  became ill  and 60
deaths  associated with  the  fog  occurred  on  December  4-5.   The people  who died  were  only
briefly  sick and the  onset of acute  illnesses abated  rapidly  when the  fog dispersed.   The
death  rate  was  10.5  times  normal.    During a  later event,  when Donora,  Pennsylvania,  was
blanketed by  a  dense fog in October 1948,  43  percent of the population of ~10,000 people was
adversely affected.   Twenty persons,  mostly adults with preexisting cardiopulmonary diseases,
died  during  or shortly after the  fog  due  to cardiorespiratory causes.   In  a followup study,
increased mortality  rates  and morbidity effects  (e.g.,  heart disease and  chronic bronchitis)
were found among residents who reported acute illness during the 1948 episode in comparison to
those  reporting  no acute  illness.   The Meuse  Valley and Donora  incidents  demonstrated  that
severe air  pollution can cause death  and  serious morbidity effects  in human populations  and
raised the possibility of PM and S02 being among the causative agents.
     As shown in Table 1-12,  a series  of  episodes was also documented in  London between  1948
and  1962.   Excess  mortality   during  those  episodes occurred  mainly among  the  elderly  and
chronically  ill  adults  during periods  of  marked air  pollution  for several  days.   Various
factors might help  to explain the excess mortality, including possible influences not only of
increased air pollution  but also of high  humidity (fog) and low temperatures.   Regardless of
the  relative contributions of such  factors,  a  clear consensus exists that  increases  in  mor-
tality were  associated with air pollution episodes  when 24-hr  concentrations of both SO, and
                      •5                                                                  £-
BS exceeded  1000 ug/m  in  London; but  the  effects of specific pollutants acting  alone or in
combination cannot be clearly distinguished.
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              TABLE 1-12.   EXCESS DEATHS AND POLLUTANT CONCENTRATIONS DURING SEVERE
                         AIR POLLUTION EPISODES IN LONDON (1948-62)
Date
Nov. 1948
Dec. 1952
Jan. 1956
Dec. 1957
Jan. 1959
Dec. 1962
Duration,
days
6
4
4
4
6
5
Deviation from
X of total
excess deaths*
750
4000
1000
750
250
700
Maximum 24-hr pollutant
concentration, |jg/md
Smoke
(BS)
2780
4460**
2830
2417
1723
3144
S02
(H202 titration)
2150
3830
1430
3335
1850
3834
          *Note that the numbers of excess deaths listed represent 15 to 350 percent
           increases in normal London baseline death rates during the years listed.
          **Note that peak and 24-hr BS levels were likely much higher than 4460
                  due to rapid saturation of filter paper by collected PM.
            Source:   Holland et al.  1979.

     Acute episodes  of high air pollution also  occurred  in the United States  since  the  1948
Donora episode, but  no single event reached the magnitude  of the London episodes.   Some  pub-
lished studies  (Greenburg  et  al.,  1962, 1967; Glasser  et  al.,  1967) suggested that increases
in mortality may  have  occurred during certain New  York City episodes in the 1950s and 1960s,
                                                                    3
when PM  levels  exceeded 5.0 to 8.0 CoHs and  S02 exceeded 1000 |jg/m , as measured at a single
monitoring station  in   central  Manhattan.   Independent evaluation  of the same  New York  City
data led to  one  published report  (McCarroll  and Bradley,  1966)  confirming  apparent associa-
tions  between   increased  mortality and  acute episodes of  high  PM  and SOg.   However,  later
reexamination of  the New York data and the published  analyses  by the Greenburg  group  and by
McCarroll and Bradley (1966) led Cassell et al.  (1968)  to question the validity of the earlier
published conclusions,  especially  in  view of difficulties in separating air pollution episode
effects  on  mortality from  effects  of  competing  factors such as  temperature  and humidity ex-
tremes and epidemic  illnesses, which appeared to exert much larger effects on death rates  than
the air  pollution episodes.  Still  further doubts about the reported associations between New
York City air pollution episodes and mortality are raised by inconsistencies in the data,  such
as no  evident  mortality increases  being associated with some days of PM and/or SO, elevations
as high  or  higher than those  on other days  reported to be  associated  with  excess mortality.
Thus,  the results of  the New York City episode studies  do not provide much  evidence  for an
association between  increased mortality and episodic elevations of PM and SO,.
     When a  marked  increase  in air pollution is  associated with a sudden  rise  in the death
rate or  illness rate that  lasts for a few days  and when both return to normal shortly there-
after  (as documented  in  some of  the  above  studies),  a causal  relationship  is strongly  sug-
gested.   But sudden changes  in weather,  which  may have caused  the air pollution incidents,

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must  also  be  considered as  a possible  cause  of  the  death  rate  increase.   However,  the
consistency of associations between SCL and PM elevations in London and increases in mortality
make  it  very  unlikely'that weather changes alone provide an adequate explanation for all such
observations.   This  view is  further reinforced by: (1) some episodes not being accompanied by
sharp falls in temperature; and (2) other weather changes of similar magnitude to those during
the pollution  episodes  not being associated with  dramatic  mortality increases  in the absence
of increased  levels  of  SO,,  PM, or other  pollutants.   In summary, the London episode studies
provide  clear  evidence  for substantial increases in excess mortality when the general popula-
tion  was  exposed  over several  successive days  to  air  pollution containing SO, concentrations
          3                                             3
S1000 ug/m  in the presence of PM levels over 1000 pg/m  (BS).   Certain New York studies also
tentatively suggest  that  small  increases  in excess  mortality  may  have  resulted  from simul-
                                        o
taneous  elevations of SO,  at  1000 jig/m   and PM  at  greater than  5.0-8.0 CoHs,  but this is
much  less clearly established.
     Comparison of the  New York City episode data and those for the Meuse Valley,  Donora,  and
London episodes  reveals  further  important observations.   Perhaps most striking are  the much
lower estimates of excess mortality reported for  the  New York  episodes (at most 4 to 20 per-
cent) compared to the 15 to 350 percent increases in death rate  during the London episodes  and
even  larger mortality rate increases  in Oonora and the  Meuse  Valley.   Numerous factors might
be cited to  explain the  striking  differences,  including  likely  variations  in the  specific
chemical   composition of  the  pollutant  mixes  present in  the  different  areas and  the  much
greater peak  levels  of  pollutants (including PM and/or S02) that were probably present during
the non-New York  episodes.   Also of probable considerable significance are two  other features
typifying the episodes in the Meuse Valley, Donora, and London:   (1) the presence of extremely
dense fog together with  accumulating  air pollutants,   possibly  providing  the  basis for trans-
formation of  pollutants  to  potentially more toxic  forms  (e.g.,  formation of  sulfuric  acid
aerosol  or  absorption of  PM into water  droplet particles) resulting  in more  deposition of
toxic substances  in  tracheobronchial  regions of the respiratory tract and possible effects on
mucociliarly  clearance  processes (see  Chapters  11 and  13);  and (2) the  generally  much more
prolonged, continuous exposures of the non-New York  populations to marked elevations  of  the
pollutants.   Examination  of  published  New York City episode reports reveals  that during such
episodes   the  contributing  temperature  inversion conditions  typically  intensified  during
evening hours, thus accumulating air pollutants overnight.  However, the inversions dissipated
during morning hours, thereby  resulting  in much  higher  peaks  in PM and  SO, in  the  mornings
than  in  the afternoons  (when PM and S02  levels  fell  back to near-normal  levels).   This is in
contrast  to  the  continuously   high  pollutant  and fog levels  that apparently persisted  for
several (4 or more) successive days during the Meuse Valley, Donora, and London  episodes, with
largest increases in mortality tending to occur on later days of each episode.   Thus,  although
24-hr concentrations  of  PM and SO, SIOOO pg/m  can be stated as levels at which mortality  has
notably  increased,  great  care  must be exercised  in  generalizing  from these observations in
attempting to  predict likely effects  associated with  comparable concentrations  at other times
and locations.   In particular, the prolonged or  continuous nature of the  high  pollutant  ex-
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posures and other  interacting factors,  e.g., high humidity levels, must be taken into account
as additional important  determinants  of mortality increases observed  so  far during major air
pollution episodes.  Moreover,  marked increases in mortality should  not  be expected to occur
regularly  as  a  function of  short-term  peak excursions  of 24-hr  PM or SO,  levels  barely
                   3                           '
exceeding- 1000 ug/m •   Consistent with  this  statement are  numerous  examples in the epidemio-
logical literature where no detectable increases in mortality were found to occur on scattered
days when  PM  and/or  SOy levels reached comparably high (felOOO ug/m ) 24-hr levels as on other
days (or sets of successive days) when mortality was more clearly increased.
     Even more difficult to establish are to what extent smaller but significant increases in
mortality and morbidity  are associated  with nonepisodie 24-hr average exposures to SO, and/or
                          3
PM levels  below  1000  (jg/m .  Concisely summarized in Table 1-13 are findings from several key
studies reviewed in  Chapter 14 which appear to demonstrate with a reasonably  high degree of
certainty  mortality  and morbidity  effects  associated with  acute (24-hr)  exposures to these
pollutants.  The first two studies cited, by Martin and Bradley (1960) and Martin (1964), deal
with a relatively small  body of  data  from  London  in  the late  1950s.   No clear "threshold"
levels  were  revealed  by their analyses regarding  SOp  or BS  levels at  which significantly
increased mortality began  to  occur.   However, based on their findings and a reanalysis of the
Martin  and Bradley data by Ware et al.  (1981),  mortality in the elderly  and  chronically ill
was clearly elevated  in association with exposure to ambient  air containing simultaneous S09
                               3
and BS levels above  1000 ug/m ;  and some  indications  exist from these  analyses  that slight
increases in mortality may have been associated with nonepisodic BS and PM levels in the range
of 500 to 1000 ug/m  (with greatest certainty demonstrated for levels in excess of 750 ug/m ).
Much less certainty is attached to suggestions of mortality increases at lower levels possibly
based  on the  Ware et al. (1981)  or other reanalyses (Appendices 14D  and  14E,  Chapter 14) of
the Martin and  Bradley  data,  especially  in view  of wide  95  percent  confidence intervals
demonstrated by the reanalyses to be associated with estimation of dose-response relationships
between  mortality and  BS  or S0~  using the  Martin and  Bradley  (1960)  data.   Analyses by
Mazumdar et al.  (1981)  for 1958-59 to 1971-72 (Figure 1-20) are generally consistent with the
above  findings but seem to suggest that  the 1958-59 London winter may represent a worst-case
situation  in  comparison  to most later winters.  Still, the Mazumdar et al. (1981) and certain
other  analyses (Appendix 14E, Chapter 14) of 1958-59  to  1971-72 London winter mortality data
are  strongly  indicative  of small, but  significant,  increases  in  mortality occurring  at BS
levels below 500 ug/m  and, possibly,  as  low as 150 to 200 ug/m .
     Only  very limited  data exist by which  to attempt  to delineate any specific physical and
chemical properties  of  PM  associated with  the observed increases  in  mortality.   Taking into
consideration  information noted  earlier  (Section 1.14.2), marked  increases  in fine-mode and
small  coarse-mode particles to  levels  above 500-1000  ug/m  appear, based  on  the reported BS
aerometric  measurements, to  be  most clearly  associated  with increased  mortality, although
                                            1-93

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                   TABLE 1-13.   SUMMARY Of THJANTITATIVE CONCLUSIONS FROM EPIDEHIOLOGICAL STUDIES RELATING HEALTH
                                   EFFECTS TO ACUTE EXPOSURE TO AMBIENT AIR LEVELS OF S0g AND PH
        Type of study
      Effects observed
24-hr average pollutant level (ug/m )
            BS                 SO,
                                                                                                         Reference
       Mortality
i
ID
       Morbidity
Clear increases in daily total
mortality or excess aortality above
a 15-day moving average among the
elderly and persons with preexisting
respiratory or cardiac disease during
the London winter of 1958-59.
Analogous increases in daily
mortality in London during
1958-59 to 1971-72 winters.
           >1000
>1000         Martin and Bradley
              (1960); Martin (1964)
                                                                                                       Mazuiidar et al.  (1981)
Sone indications of likely increases
in daily total mortality during the
1958-59 London winter, with greatest
certainty (95X confidence) of increases
occurring at BS and SO, levels above
750 ug/ss             £

Analogous indications of increased
mortality during 1958-59 to 1971-72
London winters, again with greatest
certainty at BS and S02 levels above
750 ug/nr but indications of small
increases at BS levels <500 (if/m3 and
possibly as low as 150-200 ug/ra3.
                                                                    500-1000
                            500-1000        Martin and Bradley (1960)
                                                                                                       Mazumdar et al.  (1981)
Worsening of health status among
a group of chronic bronchitis
patients in London during
winters from 1955 to 1960.
        >250-500*          >500-600         Lawther (1958); Lawther
                                            et al.  (1970)
                      No detectable effects in most
                      bronchitics;  but positive
                      associations  between worsening
                      of health status among a
                      selected group of highly
                      sensitive chronic bronchitis
                      patients and  London BS and S0?
                      levels during 1967-68 winter.
                                               <250*
                             <500
              Lawther et al.
              (1970)
       *Mote that the 250-500 ug/m3 BS levels stated here may represent somewhat higher PH concentrations  than  those  actually
        associated with the observed effects reported by Lawther et al.  (1970).   This  is because  their estimates  of PM mass
        (in ug/ra3 BS) were based on the D.S.I.R.  calibration curve found by Waller  (1964) to approximate closely  a site-specific
        calibration curve developed by Waller in  central London in 1956, but yielding  somewhat higher mass estimates  than  another
        site-specific calibration developed by Waller a short distance  away in 1963.   However,  the precise relationship between
        estimated BS mass value based on the D.S.I.R.  curve versus the  1963 Waller  curve cannot be clearly determined due  to
        several factors, including the non-linearity of the two curves  and their convergence at low BS reflectance levels.

-------
    60
1   =0
I
O
i*
111
o
z

111
o
GC
Ul
a.
   40 —
    30
    20
    10
                                    /   QUADRATIC MODEL
                500
                              1000         1500

                               SMOKE (fjg/m3)
2000
2600
  Figure 1-20.  Hypothetical dose-response curves derived from regressing
 mortality on smoke in London, England during winters 1958/59 to 1971/72,
 Results obtained with linear (—) and quadratic (- -) models are depicted for
 comparison.
 Source; Mazumdar et al. (1981).
                                  1-95

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contributions  from larger coarse-mode  particles cannot be  completely ruled out.   Nor is it
possible to  state  with certainty which PM chemical species were associated with the increases
in mdrtaTity.   It is  known  that  large amounts of pollutants  (e.g.,  elemental  carbon, tarry
organic matter,  etc.) from  incomplete  combustion of  coal  were present in the  air,  and mor-
tality levels appeared to decrease as PM concentrations declined over the years? but no single
component or combinations of  particu.late pollutants can clearly be'.implicated/  Neither can
the relative contributions of SO- or PM be clearly separated based on these study results, nor
can possible interactive effects  with  increases  in  humidity  (fog) be completely ruled out.
Teiperature  change,  however,  does  not appear to be  a  key determinant in explaining mortality
effects demonstrated  by  the  above analyses to be associated with atmospheric.elevations of PM
or SQ2.
     Analysis  of  the Lawther morbidity studies  listed in Table 1-13  suggests  that acute ex-
posure to  elevated 24-hr  PM levels  in  the range of  250-500 ng/m  (BS)  in association with
24-hr  SOo  levels  of  500-600 ug/m  were  most clearly associated with exacerbation of respi*
ratory disease symptoms  among large  (>1000) populations of  chronically  ill  London bronchitis
patients.   Most  such patients were apparently not affected  at lower  BS or SO-  levels.   How-
ever,  a  smaller  population  (~80) of selected, highly  sensitive London  bronchitis  patients
appeared to  be affected  at  somewhat lower  BS and  S02  levels, but  specific  exposure-effect
levels cannot  be  determined  on the basis of  the  reported data.  Again,  little can  be said,
however,  in  terms of  specifying physical or  chemical properties of  PM  associated  with the
observed effects  beyond the comments noted  above  in relation  to Martin's mortality studies.
     Other studies,  besides  those of Lawther, tend  to suggest that the elderly,  people with
chronic cardiorespiratory diseases,  and children may constitute populations  at risk for mani-
festing morbidity  effects  in response to acute exposure to elevated atmospheric levels of SO*
and PM.   Qualitatively,  increases in the occurrence  of cardiac and  upper  respiratory tract
disease symptoms,  including  exacerbation  of preexisting chronic bronchitis  (but  not asthma
attacks),  appear to  be among the morbidity  effects  most clearly associated  with exposures to
the ambient  levels of  PM and  S0« evaluated in those studies and  are  most clearly seen at
markedly elevated  levels of the two pollutants.  For example, increased applications by adults
aged  45-79   for  admissions  to  London  hospitals for  cardiac  and respiratory morbidity most
clearly occurred^ based on the Martin (1964) study, when 24-hr BS and SO, levels approached or
                      3
exceeded 900-1000 |jg/m ; but Martin's data also suggest that such effects may have occurred at
somewhat  lower levels,  i.e.,  down to  500 yg/m   for  both  S02  and  BS.    Similarly,  American
studies by   Greenburg's  group  appear  to  most clearly  suggest increased cardiac and upper
respiratory morbidity, especially among the elderly,  during air pollution episodes in New York
City when extremely  high levels of PM  (5.0-8.0  CoHs)  and S02 (>1000 pg/m )  were present.  On
the other hand,  much less clearly demonstrated were morbidity effects related to nonepisodic
elevations  in New York City  of  air  pollution  containing  PM and  S02-  The  findings  of
McCarroll's  group  (especially  as reported by Lebowitz et al.,  1972),  for example, suggest at
                                            1-96

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most  an  increase  in upper  respiratory tract  symptoms  (e.g., coughs  and colds)  in  certain
"sensitive" children at  lower  nonepisodic levels of PM or S0? in New York City.   Insufficient
epidemiological information  from  such  studies exists, however, by which to determine specific
quantitative acute exposure  levels  at which such "sensitive" children may have been affected.
1.14.4  Chronic ExposureEffects
     Numerous  studies  have been  performed  to compare general or  cause-specific  mortality in
areas of lowest-to-highest pollution  concentrations.   However, virtually all  of these studies
(1)  used  aerometric data  of questionable accuracy or representativeness  of  study population
exposures,  and  (2)  did  not adequately account for the potential  effects on-mortality rates of
such confounding factors  as  cigarette smoking, occupation, social  status, or mobility differ-
ences between  areas (see  Appendix  14A, Chapter 14).  These  methodological  problems preclude
accurate characterization  of any  quantitative relationships between mortality and air pollu-
tion  parameters.    Therefore,   essentially  no  epidemiological  studies  are  presently  well-
accepted as providing valid  quantitative data relating respiratory  disease  or other types of
mortality to chronic (annual  average) exposures to PM or SO .  On the other hand,  the findings
                                                           f\
of certain published studies of chronic air pollution effects on mortality appeared to warrant
consideration  in regard  to their  potential  for  establishing  qualitative  links between morta-
lity  and  chronic exposures  to "-PM or  SO  .  Two types of general  approaches  were employed in
such  studies:   (1)  aggregation, of  mortality  and  other  information,  e.g. smoking  or socio-
                                t*
economic status data,  in relation to specific individuals within the study population(s); and
(2) aggregation of  analogous data for  entire populations  across  large geographic areas, e.g.
cities,  counties, or standard metropolitan statistical areas.
     Among the best known examples  of  the  first approach are the Winkelstein et al.  (1967),
Winkelstein and Kantbr  (1967), and  Winkelstein and  Gay (1971) studies  of  total  and cause-
specific mortality in Buffalo sand Erie County, New York,  during 1959 to 1961.   A network of 21
sampling stations  provided  data  on  TSP  (hi-vol  sampler) and oxides  of  sulfur  (non-specific
sulfation methods)  for  the period July 1961 to June 1963; and these aerometric data were used
to  categorize  geographic areas>as  "low"  to "high" air pollution  areas.   Chronic respiratory
disease mortality  for white males  50  to  69  years  old  was reported to  be about three times
higher in the high-pollution areas than in the low-pollution areas, across all economic groups
(Winkelstein et al., 1967).  ffdditional positive associations in relation to TSP concentrations
were reported for both stomach cancer (Winkelstein and Kantor, 1967) and deaths from cirrhosis
of  the  liver  (Winkelstin  and  Gay,  1971).   However, numerous criticisms can be  noted which
raise serious  doubts regarding the  validity of the reported findings, including the following
methodological problems:  (1) the use of 1961-1963 TSP and SO  measurement data as a basis for
retrospectively classifying geographic areas according to presumed past air pollution gradients
against which  to  compare mortality  among  the  elderly  during 1959  to 1961; (2) inadequate
controls for possible age differences between study groups that may have covaried with the air
pollution gradient used; (3) lack of information on lifetime (including occupational) exposures
                                            1-97

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to PM or SOp; (4) failure to correct for smoking habits; and (5) the implausibility of some of
the  reported  findings,  e.g.,  air  pollution  increasing  mortality due  to  liver  cirrhosis.
Later, Winkelstein  (1972)  attempted to correct for some of these problems by looking at smok-
ing patterns among populations living in the same study areas included in the earlier studies,
but the 1972 analyses do not adequately counter major concerns about the earlier studies.   For
example, the reported 1972 follow-up investigation found no significant differences in smoking
patterns among  the different  study areas  for  females, but this finding  does  not adequately
control for possible smoking effects in different specific population cohorts evaluated in the
earlier studies.   These studies,  therefore,  are of  questionable validity  in  regard to  pro-
viding credible qualitative evidence for links between PM air pollution and mortality.
     The second type  of approach listed as being used for evaluation of chronic air pollution
effects on mortality  is  typified by the work  of Lave and associates.   Lave and Seskin (1970)
carried out  regression  analyses  on relationships between PM air pollution (indexed by deposit
gauges and BS  measurements)  in Britain and bronchitis mortality data,  taking into account the
effects of  socioeconomic  status  (SES).   They  reported positive  associations between  such
mortality  and  PM pollution.   However, the  Lave  and Seskin (1970)  study  has been  extensively
criticized in  detail  by others who noted difficulties  in  justifying inclusion of SES and air
pollution  levels  in  the  analyses as if they were completely independent variables and failure
to make  direct allowance for  smoking  habits  in  the analyses.  Still  more basic difficulties
with the analyses derive from:   (1) use of qualitative BS aerometric data expressed in terms
                                           o
of mass  concentration  estimates  (in  [jg/m )   not  appropriately  obtained by  means  of  site-
specific calibrations  of reflectance  readings  against  local  gravimetric mass  data;  and (2)
ambiguities  regarding locations  of sampling  devices  in  relation  to  study  population  resi-
dences, which  raise  serious  questions  regarding the representativeness of the aerometric data
used in estimating population PM exposures.
     In three  later publications  (Lave and Seskin,  1972,  1977; Chappie and Lave,  1981), the
results of  further  extension of  their  cross-sectional analysis  approach  (Lave  and Seskin,
1970) to standard metropolitan statistical  areas (SMSAs)  in  the  United States were reported.
Significant positive associations between mortality and certain air pollution variables (e.g.,
TSP and sulfate  levels)  were reported for  1960, 1969,  and/or 1974 U.S.  data, suggesting that
air pollution variables made a significant contribution to explaining differences in mortality
rates among  the  SMSAs.   However, based on their analyses, it was not possible to quantify the
individual  contributions of  each air pollutant and other  variables to the observed mortality
rates.  Many criticisms  similar  to  those  indicated  above  for the  earlier Lave  and Seskin
(1970) publication  apply here.   Of crucial  importance  are basic  difficulties associated with
all of  their analyses  in  terms of:   (1)   use of  aerometric data  without  regard  to quality
assurance  considerations,  including use of sulfate measurements known to  be of questionable
accuracy due to  artifact  formation during air  sampling (see  Sections  1.3  and  1.14.2); (2)
questions  regarding the representativeness of the  air pollution  data  used in the  analyses
as estimates of actual exposures of individuals included in their study populations;

                                            1-98

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and  (3)  overgeneralization  of findings  in  extrapolating  results  obtained for  limited  air
pollutant  levels  or selected  localities  across  much  broader ranges  of pollutants and  geo-
graphic areas  despite  indications to  the  contrary.   Clearly, then, no  useful  information on
quantitative relationships between specific concentrations  of PM or SO   and mortality can be
                                                                       3\
derived from these  published analyses.  Similarly, only very  limited  qualitative conclusions
can be stated  regarding  PM or SO  air pollution-mortality relationships, based on the  results
                                 A,
of  these  and  other analogous  "macroepidemiological"   studies,  as  discussed in  Chapter  14.
     In regard to morbidity  effects  associated with chronic  exposure  to PM and S0?, the best
pertinent epidemiological  health  studies  are summarized in Table 1-14.  The studies by Ferris
et al. (1973, 1976) suggest that lung function decrements may occur in  adults at TSP levels in
                  3
excess of 180 ug/m  in the presence of relatively low estimated SO, levels, whereas no  effects
                                                                       3
were  observed  by  the same investigators at TSP  levels below 130 ug/m .   Other  studies (Lunn
et al., 1967)  listed  in  Table  1-14  suggest that significant  respiratory effects occur in
children in  association  with long-term (annual average) PM levels in the approximate range of
             3                                                      3
230-301 pg/m   (BS)  in  association with $02  levels  of  181-275 pg/m , although no clearly dis-
tinct thresholds are evident (see Figure 1-21).   A  later  3-year followup study (Lunn  et al.,
1970) of cohorts  of children from the same study population (in Sheffield, England), however,
failed to find demonstrable respiratory effects attributable to air pollution following marked
decreases  in  PM  and  S02  levels.   This  suggests  possible  recovery  from  earlier-detected
respiratory  disease symptoms and  associated decrements in  pulmonary  function as  a result of
decreased exposure to PM or SQ2-
     No particular  PM  chemical  species can  clearly be implicated  as causal agents associated
with  the  effects  observed  in  the studies  listed in  Table 1-14.   Nor  can potential  contri-
butions of relatively large inhalable coarse-mode particles be ruled out on the basis of these
study results.  It  should be remembered that  various  occupational  studies listed in Appendix
14B of Chapter 14  at least qualitatively  suggest that such sized particles of many different
types  of  chemical   composition  can  be  associated with   significant pulmonary  decrements,
respiratory  tract  pathology, and  morphological  damage—at least at relatively  high exposure
levels.
     Only very  limited  information has (summarized in Table 1-15) been published (Commins and
Waller, 1967)  on  the chemical  composition  of  particulate matter present in London air during
the period  of  some  of the above  epidemiological  studies of associations between mortality or
morbidity  effects  and  elevations in PM levels.   Such  data may provide  important  clues as to
possible causative agents involved in the etiology of health effects observed in London during
the  1950s   and  early  1960s.   For the  sake of  comparison,  information on  measured chemical
components of TSP matter in U.S.  cities during the early 1960s is also provided in Table 1-15.
It  must be  noted,  however, that  likely substantial  differences  in specific components of the
PM  present  in  London air of  the 1950s  and 1960s  versus  the chemical  composition of PM
currently present in urban aerosols over American cities argue for much caution in
                                            1-99

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                         TABLE 1-14.  SUMMARY OF QUANTITATIVE CONCLUSIONS FROM EPIDEMIOLOGICAL STUDIES
                       RELATING HEALTH EFFECTS TO CHRONIC EXPOSURE TO AMBIENT AIR PM AND S02
o
o
   Type of study
Effects observed
Annual average pollutant levels (ug/m )
       participate matter
             BS       TSP       S02
Reference
Cross-sectional
(4 areas)
Longitudinal
and cross-
sectional
Longitudinal
and cross-
sectional
Likely increased frequency
of lower respiratory symp-
toms and decreased lung
function in children in
Sheffield, England
Apparent improvement in
lung function of adults
in association with decreased
PM pollution in Berlin, NH
Apparent lack of effects
and symptoms, and no apparent
decrease in lung function in
adults in Berlin, NH
230-301* - 181-275 Lunn et al.
(1967)
180 ** Ferris et al.
(1973, 1976)
80-131 ** Ferris et al.
(1973, 1976)

   *Note that BS levels stated here in (jg/m3 must be viewed as only crude estimates of the approximate PM (BS) mass levels
    associated with the observed health effects, given ambiguities regarding the use or non-use of site-specific calibrations
    in Sheffield to derive the reported BS levels in |jg/m3.

  **Note that sulfation rate methods indicated low atmospheric sulfur levels in Berlin, NH during the time of these studies.
    Crude estimation of S02 levels from that data suggest that SOp levels were generally <25-50 ug/m3 and did not likely
    contribute to observed health effects.

-------
    iOi-
    50
    40
 lu
 t-
 <
 u
 z
    30
    20
                         CHIST COLDS
                                 PERSISTENT COUGH
                               J_
                 100
                              200

                          BS {pgfm3}
                                            300
Figure 1-21, History and clinical evidence of respira-
tory disease (percent) in 5-year-olds, by pollution in
area of residence.  BS (pg/m-*) levels indicated above
must be taken as only very crude approximations of
actual PM mass present due to ambiguities regarding
use of site-specific calibrations in deriving the mass
estimates.

Source:  Lunn et al. (1967);
                         1-101

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   TABLE 1-15,  COMPARISON OF MEASURED COMPONENTS OF TSP IN U.S. CITIES (1960-1965)
                    AND         1-HOUR VALUES IN LONDON (1955-1963).
                                             UNITED STATES0
                                         LONDON
                                                                              b •-•
Pollutant
            Concentration ug/m
Number of   Arith.         Maximum
stations    average       24-hour
               Maximum
               1-hour
Suspended Particles	    291
Fractions:
   Benzene-soluble organics	    218
   Chloride (water soluble)	
   Nitrates	     96
   Sul fates	     96
   Sulfuric acid	
   Ammonium	,_     56
   Antimony	     35
   Arsenic	    133
   Beryllium	    100
   Bismuth		__	_     35
   Cadmium	     35
   Calcium	
   Chromium	    103
   Cobalt	     35
   Copper,.	    103
   Iron____,	,	  '  104
   Lead	    104
   Manganese	    103
   Molybdenum	     35
   Nickel	    103
   Tin	'_	,_     85"
   Titanium	    104
   Vanadium	     99
   Zinc		     99
   Gross beta radioactivity	    323
            105

              6.8

              2.6
             10.6

              1.3
              0.001
              0.02
             <0.0005
             <0.0005'
              0.002

              0.015
             <0.0005
              0.09
              1.58
              0.79
              .0.10
             <0.005
              0.034
              0.02
              0.04
              0.050
              0.67
1254 (TSP)
  39.7
 101.2

  75.5
   0.160

   0.010
   0.064
   0.420

   0.330
   0.060
  10.00
  22.00
   8.60
   9.98
   0.78
   0.460
   0.50
   1.10
   2.200
  58.00
9700 (Smoke)
 410
   5
 666
 680
   i
  32
   2
  <1
   2
  25
  22
  '5
  <1
   1
   2
   1
   2
  24
             (0.8 pCi/m3)  (12.4 pCi/ra4)
3U.S. Department of Health, Education, Welfare (1970)
"Obtained from one London site.
                            Commins and Waller (1967)
                                         1-102

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extrapolating  results  of  London  epidemiclogical  studies  for  present criteria  development
purposes.
1.14.5  ImplicationsOf Epidemiological Findings For Criteria Development Purposes
     Several epidemiologies!  investigations  of health effects associated with exposures to PM
and SO,  in  London  during the 1950s and  1960s  (summarized in Table 1-13)  appear  to provide a
reliable basis by  which to estimate quantitatively ambient  air  levels of PM a>id S02 at which
acute exposure  effects are likely to  be seen, under some circumstances,  among  certain human
population groups  at  special  risk.   More specifically, the elderly and those with preexisting
cardiorespiratory disease  conditions appear  to be at greatest risk for acute PM and S02 expo-
sure effects,  based on the London mortality and morbidity studies summarized in  Table 1-13.
As  noted above,  however,  great  care  must  be exercised in  extrapolating from the  observed
exposure-effect  relationships  indicated in Table 1-13  to what might be expected  to  occur at
other times  or  geographic  locations.   That  is,  acute exposure effects of the type listed in
the  table  may  not occur  at the  indicated pollutant  levels under  different  meteorological
conditions or with varying atmospheric  aerosols that differ substantially in particle size and
chemical composition  from  those  present in London  during .the 1950s and 1960s.   High humidity
levels  (fog  conditions) occurring jointly with prolonged  simultaneous elevations of  PM and
SOg, for example,  may  be  required before the most marked mortality effects listed  in Table
1-13 would occur.
     In  relation to  aerosol  composition,  as  noted earlier,  it is not  possible  to delineate
precisely specific particle sizes  or  chemical species  that  may  have  been crucial  in inducing
the observed health effects noted in Table 1-13.  Only reasonable possibilities  can be deduced
from the available epidemiologies!  data and other types of information presented  elsewhere in
the present  document.  For example,  concerning  the size of  particles  likely associated with
observed health  effects, both mortality and morbidity effects increased  in relation  to ele-
vations in PM concentrations as indexed by BS measurements.   Recently, McFarland et al.  (1982)
demonstrated that  the BS sampling apparatus,  as typically employed in the field,  was capable
of collecting particles up to about 7-9 urn MMAD, with 50 percent efficiency for  ~ 4.5 pro-sized
particles, under low  (2 km/hr)  wind-speed conditions  (see Figure  1-22).   Variations in exact
configurations of  BS  sampler  apparatus inlet  tubing  in the  field and other conditions (e.g.,
different wind speeds)  present  at the  time  of actual  BS sampling  in London during the 1950s
and 1960s,  however,  likely resulted in  some deviations (both higher  and lower)  in collection
efficiencies  for various  size particles  in  comparison to  those depicted  in Figure 1-22.
Nevertheless, it appears that,  in general, particles  less than  7-9 urn were sampled by the BS
apparatus, with greatest efficiency for those below 4-5 \im MMAD.
     In  light  of the above,  the mortality and morbidity effects  found  by studies summarized
in  Table 1-13  to be associated with increases in  BS levels might be most reasonably and
directly attributed to  fine-  and small  coarse-mode particles of  <7-9 pm MMAD.   This would be
consistent with  the  potential  for respiratory effects  occurring  as the result  of significant
                                            1-103

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                       100
                        80
                        60
                     Ul
                     z
                     ff.
                        40
                        20
                                     1   I
                       I      I
                  INLET ONLY
                  O 2 km/hr-
                  & 8 km/hr.
                  COMPLETE SYSTEM
                  O 2 km/hr
                                     I
I   I  I  I I
J_
                          2           4     6    8  10         20     30   40
                                   AERODYNAMIC PARTICLE DIAMETER, /urn
                      Figure 1-22. Penetration of aerosol through the infet of the British
                      Smoke Shade Sampler and through the complete system,
                      Source:  McFarland et al. (1982).

proportions  of fine- and coarse-mode  particles (<10~15 pm MMAD)  being deposited in thoracic
(i.e.,  tracheobronchial and pulmonary) regions  of the respiratory tract with mouth breathing,
as  demonstrated by deposition  studies  summarized in Figure 1-19.  It is unfortunate, however,
that more  precise  estimates  of concentrations of particles in the thoracic particle (TP) range
(i.e., <10-15  urn MMAD)  present in London air during the periods studied by the epidemiological
investigations listed  in Table  1-13  do not  exist,  as  would  have  been measured  better by
presently  available  modified  hi-vol   sampling  devices  with  relatively sharp  10-  or 15-|jm
cutpoints  (see Section  1.3  and  Chapter 3).   As  it  is, no  simple, precise,  or invariable
relationship(s) can be stated  between  atmospheric TP  concentrations  and PM levels indexed by
BS  measurements demonstrated by  epidemiological  studies listed in Table 1-13 to be associated
with mortality and morbidity effects  in London of  the 1950s  and 1960s.  Nor can there now be
stated  any precise,  consistent  relationships between  such TP levels and  fine-particle (<2.5
urn) mass  or TSP  (<25-50 urn)  mass, as  measured by presently available  dichotomous  or hi-vol
samplers  of  types  alluded  to  in Section 1.3 or  Chapter  3.   However, based  on  present know-
ledge,  it would appear that  the following  relationships are, in general,  probably correct:
fine-particle  mass <  reported London  BS values  expressed  in  ug/m3 < TP mass (as  defined by
particles  < 10 - 15 pm  MMAD) < TSP mass.   Further,  based  on recently reported observations by
Pace et al.  (1981),  comparing  seasonal variations  in concentrations  of  fine-mode (<2.5 |jm)
particle,  inhalable  (<15 urn)  particle, and TSP  (<25-50 urn)  particle mass  in  several Eastern
and Midwestern U.S. cities,  it  appears that TP  mass may generally constitute roughly 40 to 60
percent of TSP mass currently found in  atmospheric aerosols  over many U.S.  cities.
                                             1-104

-------
     In  regard  to  chronic  PM and  SO,  exposure-effect  relationships  indicated by  studies
summarized in Table 1-14,  it should be noted that  the Lunn et al.  (1967)  study demonstrates
that increased  risk for respiratory  symptoms and  pulmonary function decrements  among young
school  age children are  associated with long-term chronic  exposures  to  the PM and SO, levels
listed in the table.   However, no clear threshold levels can clearly be discerned based on the
Lunn et  al.  (1967) study  results, such  that some  small  but undefined degree  of risk might
exist at or  below the  lowest pollutant levels depicted for the "control"  study population in
Figure  1-21.   On, the  other  hand, the  possibility  of any increased  risk existing  at  such
exposure  levels  can   neither  be  scientifically  confirmed  nor  denied  in  the  absence  of
additional data.  The  lack of any detectable similar  effects  being found  3 years later (in a
followup study by the  same investigators) among other  children  of the same age or cohorts of
the  same  children  studied earlier  tends to  suggest, -however,  that  such risks are likely
nonexistent  or  minimal at  annual  average PM or SO, levels lower than  those  listed  in Table
1-14.  The  same  comments  presented  above regarding possible relationships between BS values
listed  in Table  1-13  and TP  mass  levels  possibly  associated with  listed  health effects  also
apply here for Table 1-14.
     In regard to the  other chronic exposure studies (by Ferris et al.) listed in Table 1-14,
it should be noted  that  the  results reported are  for relatively small study cohorts  investi-
gated for brief intervals of time over the course of several years.   Also,  the improvements in
lung functions  (as  measured by spirometric methods)  in study  subjects from one time  point to
another (coincident with decreases in  TSP levels during the same time periods as indicated by
limited air  monitoring data)  represent  only a  rather modest  basis upon which  to attempt to
estimate ambient  air   PM levels at which  health effects are  likely to occur  in  the  general
population.
                                            1-105

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Schlesinger,  R. B.,  M.  Halpern, R.  E.  Albert,  and M.  Lippmann.  Effect of chronic inhalation
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     Asheville, NC,  1977.
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      Newly Available Information on Health Effects Associated with
Exposure to Sulfur Dioxide as Evaluated by Controlled Human Exposure Studies:
            An Addendum to the EPA Criteria Document Entitled
Air Quality Criteria for Partial late Matter and Sulfur Oxides (December,  1982)
                                 A-l

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     The  EPA  document entitled  "Air Quality Criteria  for  Particulate Matter
and  Sulfur Oxides"  (to which  this addendum  is appended) was  substantively
completed  in  December, 1981,  and made  available  for use  in decision making
regarding  possible  revision  by EPA of National  Ambient  Air Quality Standards
(NAAQS) for particulate matter (PM) and sulfur dioxide (S02).  Since the 1981
completion of the  Criteria Document and during  its  editorial  preparation for
publication in its present form (December, 1982), several scientific articles,
newly  published  or accepted  for publication in peer-reviewed journals,  have
become  available and  appear to  provide  important  information  pertinent  to
development  of  criteria   for primary  (health-related)  NAAQS  for SQ2.  This
addendum to the Criteria Document summarizes and evaluates the newly available
studies and attempts to place their findings in perspective in relation to the
results of certain  other  key studies and  conclusions discussed  in Chapter 13
of the Criteria Document.   This includes discussion of  data and conclusions
bearing on such important issues as:
     (1)  S02  exposure levels   associated with  the  induction  of  pulmonary
          mechanical function effects (e.g., bronchoconstriction) in sensitive
           individuals under increased activity conditions;
     (2)  Mechanisms of action by which such pulmonary function effects may be
          mediated in sensitive individuals;
     (3)  Possible  enhancement in  sensitive  individuals of  SO^-induced  pul-
          monary function effects by combined SCL-PM aerosol exposures.
     In relation to  the  first issue, various studies discussed  in Chapter 13
of the Criteria Document indicate that the level of physical activity of human
subjects  (both nonsensitive  and sensitive individuals)  is an important deter-
minant of SO/, exposure concentrations at which measurable changes in pulmonary
function  and  symptomatic  effects  are  manifested.   This is mainly  due to the
fact that  most  human subjects,  while at rest,  breathe  nasally (i.e., through
the nose), where more than 90 percent of  inhaled  S0« is normally absorbed by
the nasal  mucosa and does not penetrate deeper  into tracheobronchial regions
of the respiratory  tract.    In  contrast, with  increased  levels  of  physical
activity or exercise, human subjects eventually reach a point where they shift
over  to  oronasal  breathing, during which  time up to  40-50 percent  of the
inhaled air enters .via the mouth and allows for substantial amounts of S02 to
bypass  nasal  defense  mechanisms  and  reach  tracheobronchial  regions  of the
respiratory tract  (Niinimaa   et al., 1981).  The exercise level at which such

                                    A-2

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a shift to oronasal breathing .occurs varies vtidejy fo,p different subjects, the
mean minute volume  (V )  at which such a shift occurs being 35.3 ± 10.8 1/min.
Such ventilation  rates are  equivalent to those experienced  while  engaged in
moderately strenuous  day-to-day physical  activities,  e.g. walking  at a fast
pace for  some  individuals or jogging  for  others,  climbing a flight ffr two of
stairs,  or  lifting  and  carrying  relatively lightweight  packages or  other
materials.
     As discussed  in Chapter  13 of the Criteria  Document,  various published
studies indicate that most nonsensitive,  healthy adult subjects do not exper-
ience  pulmonary  function  changes or symptomatic effects  (e.g.  dyspnea,  chest
pains,  etc.) at  SO, levels below 5 ppm.   However,  with increased delivery of
SO- to tracheobronchial regions of the respiratory tract, due either to forced
oral breathing via a mouthpiece or increased oronasal breathing under light to
heavy  exercise  conditions,  nonsensitive adult subjects  have  been reported to
experience pulmonary  mechanical  function  changes..at SO^ exposure levels of 3
ppm  or,   in  some cases,  at  levels  as  low as 0.75  ppm under  heavy exercise
conditions without a  mouthpiece.   In  other  studies (Sheppard  et  al.,1981b)
certain sensitive  population  group  subjects,  i.e.  individuals with clinically
defined mild asthma,  were shown to be about an order of magnitude more sensi-
tive than the  nonsensitive  individuals.  That is,  statistically significant
increases  in  airway  resistance  (SR_.,) indicative of  bronehoconstriction and
                                    3w
associated symptomatic effects  were reported to occur  in  such  subjects (as a
group) at 0.5 ppm  SO, under  conditions of light exercise  (Vjv  30  £/min) and
forced oral  breathing via  a mouthpiece;  and in  some  of the  most sensitive
individuals,  SR    increases were reported at S00  levels as low as 0.1 ppm.
               3W                                £,
Qualitatively similar  results  were  independently obtained in a pilot-study by
other  investigators (Linn et a!., 1982a) with forced oral breathing of 0.5 ppm
S02  by mild  asthmatics  under light exercise conditions  (at V   *»  27 I/min).
     The  possibility  was  raised,  then,  that  bronehoconstriction might be
experienced  by mild  asthmatic  subjects  in  response to  ambient air  S02 ex-
posures at levels  below  1.0 ppm.  However,  direct  extrapolation of specific
dose-effect levels  established in these controlled human exposure experiments
to  ambient situations was not possible due to the use of an artifical airway
(mouthpiece) in  these studies whereby the efficient SO,  removal  processes in
the  nasal passages  are bypassed.  Moreover,  airflow  characteristics  of the
oral airway show very marked differences between breathing through a mouthpiece
                                    A-3

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and  breathing through the  spontaneous positioned mouth  (Cole  et a!., 1982),
lending support  to the suggestion that SO^  removal  in the oral cavity during
mouthpiece breathing is less efficient than that which occurs for unencumbered
oronasal  breathing.   Thus,  additional   research  would  be  necessary,  using
non-mouthpiece SCL exposure methods  more closely approximating  natural  oro-
nasal  breathing, before  dose-effect  relationships established by controlled
human exposure experiments  could be extrapolated to ambient conditions.
     In an  initial  study evaluating the effects of non-mouthpiece exposure to
SOg  on  exercising  asthmatic  subjects, Linn  et al.  (1982a)  exposed 24 adult
mild asthmatic subjects  (11 females and 13 males ranging in age from 21 to 27
years)  to  0, 0.25,  and  0.5 ppm  SCL while  engaged  in unencumbered breathing
during  exercise  in an  open  chamber.   The  SO,  exposures,  conducted  in  a
control!ed-exposure chamber at  23°C and R.H. = 90% or higher, lasted one hour
during which  10-min. periods  of exercise (mean V  = 27 £/min) were alternated
with 10-min.  rest  periods.   No statistically significant increases in SR   or
associated  symptoms were found  in the mild  asthmatic subjects with the  open
chamber  exposures,  either  to 0.25 or  0.5  ppm SOp  under the  light exercise
conditions  employed by Linn et al.  (1982a).   However, given a mean  V of 27
Jd/min,,  it is  highly probable  that  the exercise  conditions used  were not
sufficiently  high  to  assure  a   shift  to  oronasal  breathing  by the  study
subjects and  most  of them probably breathed  predominately  nasally during SCL
exposure while  exercising.   This  study,  then, left  unresolved the  issue of
whether or not significant bronchoconstriction or symptomatic effects could be
induced  by  SCL  in  mild  asthmatic  subjects  under  unencumbered  oronasal
breathing conditions simulating ambient circumstances.
     In  another  study  providing  important  evidence  bearing on  this issue,
Kirkpatrick et al.  (1982) compared pulmonary function and symptomatic effects
obtained with SCL  exposure of  exercising mild asthmatic subjects  via:   (a)
oral  breathing;  (b)  oronasal  breathing;  or  (c)  nasal  breathing.   More
specifically, Kirkpatrick et al.  (1982)  studied  six  non-smoking young adult
subjects  (4  men,  2 women),  with  medical  histories suggestive  of asthmatic
disease but neither receiving medication nor recently exhibiting respiratory
disease symptoms.   These individuals  exercised on a  bicycle  ergometer for 5
rain, at 550 kpm/min which  resulted in minute ventilation rates that averaged
41-44 A/min ± 5.0-6.9  S.D.  during different exposure conditions that included
                                    A-4

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exposure to:,   (a)  humidified air via mouthpiece;  (b)  humidified air plus 0.5
ppm SOp  via mouthpiece  with nasal  airways  obstructed (oral  breathing);  (c)
humidified air plus  0.5  ppm SOp via a  facemask (oronasal  breathing); and (d)
humidified air  plus 0.5 ppm SO, via facemask but with mouth occluded (nasal
breathing).  Dose-response  curves were additionally defined  for two subjects
exposed to 0,  0.25,  0.50 and 1.0  ppm  S02 or to 0, 0.50,  1.0 and 2.0 ppm SOp
via mouthpiece  (orally)  and  facemask  (oronasally).    Both  v"t  and  SRaw were
measured before and  after  exercise for all six subjects;  and the four highest
consecutive baseline  SR    values  for  each  subject  were  compared with  their
four highest consecutive  post-exposure SR   values for each exposure condition,
                                         cfW
using unpaired  t-tests.   In addition,  further  statistical  evaluations  of the
group response under  the different exposure conditions were  made by analyses
of  variance  (ANOVA's).   The increase  in SRaw  resulting  from  breathing  S02
orally was significantly (P < 0.01) greater than  the  increase observed after
breathing  humidified  air  orally.   SRai,  was also  significantly  greater when
                                     aw
breathing SOp either by the oronasal or nasal routes.   An independent analysis
of variance confirmed that SO, inhalation by these asthmatic subjects produced
bronchoconstriction regardless of  the  mode of entry into  the lungs  (personal
communication  from  Horvath,  1982).  For  the group, although  the increase in
SR_.  was greater when subjects  breathed SO, through a mouthpiece (oral) than
  aw                                       c.
when  they  breathed  SOp  from a  facemask  (oronasal),  the  difference  did  not
achieve statistical  significance at P <  0.05.  Specific  symptomatic  responses
(e.g.  eye, nose and throat irritation or shortness of breath and cough), were
variously  reported to  occur for some subjects under each of the different SOp
exposure modes.  The exposure of two subjects to several concentrations of SOp
demonstrated  clear dose-response  relationships;  that is,  increases in  SOp
exposure levels resulted in increasingly larger SR,.(  values  with either oral
                                                   aLW
or  oronasal  breathing for  each subject.   However,   only  one subject  had  a
greater increase in SR   to oral inhalation of SOp at 0.5 and 1.0 ppm SOp than
with oronasal exposure, whereas there were no differences seen between oral or
oronasal exposures for the other subject even up to 2 ppm SOp.
     The results  obtained by Kirkpatrick et al.  (1982) using mouthpiece ex-
posure  to  0.5 ppm  SOp  are  in  agreement  with  those  previously  described by
Sheppard et al. (1981b)  and Linn  et al.  (1982a),  in their pilot study,  using
the same exposure mode.  When the results of these studies on asthmatic subjects
                                    A-5

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are  compared with  results  from studies  of nonsensitive, healthy  adults it
appears  that,  with oral  or oronasal  breathing under moderate  exercise .con-
ditions,  asthmatic  subjects  are approximately  an order  of magnitude more
sensitive to SOy exposure than  nonsensitive, healthy  adults.  The results of
the  Kirkpatrick et al.  (1982)  and  other studies  of  asthmatic  subjects also
demonstrate  that specific  exposure-effect relationships for  S0--induced in-
creases  in  bronchoconstriction are  influenced by the  level  of exercise.  For
example, holding exercise levels constant at a moderately high level and using
exposure to  0.5 ppm S09 via a face mask and/or mouthpiece, Kirkpatrick et al.
                       ^                                  .j
(1982)  demonstrated  that  the  intensity of SO^-induced bronchoconstriction
effects  in  asthmatics varied  as a  function of mode  of  exposure  in the fol-
lowing  order:   oral >  oronasal  >  nasal.   However, the  observation by Kirk-
patrick  et  al.   (1982)  of significant  increases  in SR    with facemask (oro-
                                                       <*w
nasal)  exposure to 0.5 ppm  SOy  differs from the results obtained by Linn et
al.,  (1982a) in their study in  which  they exposed  mild" asthmatics to 0.5 ppm
S0£  during  exercise (V   = 27 £/min)  in  an  open chamber.   This  contrast in
results  is  most likely due  to the difference  in exercise  levels  employed in
the  two studies, the  exercise  levels  used  in the  Kirkpatrick  et al.  (1982)
study resulting in ventilation rates (mean Vg ~ 40-44 £/min) sufficiently high
to  ensure  orbnasal  breathing with  facemask exposure'  whereas  the  exercise
levels in the;Linn et al.  (1982a) study were probably nbt sufficient to induce
oronasal breathing  during  their  open chamber exposure of exercising subjects.
This  suggests   that significant increases  in  bronchoconstriction  could  be
induced  in  asthmatic subjects with  exposure to SO, levels below  1.0 ppm, if
sufficiently high  exercise  levels  were  used to ensure  a shift  to oronasal
breathing and,  thereby,  delivery of a greater  proportion of inhaled  SO, to
tracheobronchial regions of the  respiratory tract.
     In  an  effort to  assess this possibility, Linn et al. (1982b)  effectively
doubled  (relative to their earlier  study  reported  by  Linn  et  al., 1982a) the
SO,  dose rate   (concentration  times  ventilation) by exposing  23  young adult
asthmatic subjects  (21 to  27  years old)  in an open chamber to 0.75 ppm SOg
during  moderately  heavy exercise (V  = 40 £/min) for 10 min.,  once with un-
encumbered  breathing  and  once under  forced  oral breathing conditions using
nosedips and mouthpiece.   Similar  exposures to clean air  alone,  under iden-
tical  temperature  (23°C)  and  R.H.  (90%) conditions,  served  as  the control
exposure condition.   During clean-air exposures, SR... and  symptoms increased
                                    A-6

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significantly but  with no meaningful differences  seen  between mouthpiece and
unencumbered  breathing.   Exposures  to 0.75  ppm  S02 under  these  conditions
produced  significantly greater  increases  in  SR   than  clean-air  exposures,
                                                 clW
regardless of the  breathing mode (the SR   increases,  however,  being signif-
                                         clW
icantly greater  with mouthpiece  exposure  than  with  unencumbered breathing).
Symptom score changes  and  post-exposure  forced expiratory  function changes
were qualitatively similar (i.e., little or no difference between unencumbered
and mouthpiece, breathing of  clean  air,  increased symptom  scores and a large
decrement in  expiratory  function measures with unencumbered breathing of S02,
and a  large  decrement in expiratory function measures with mouthpiece breath-
ing of  SCL)  to  ASR   under SCL  exposure  conditions,  but the excess responses
seen with mouthpiece breathing did not attain statistical significance.  These
results of   Linn  et  al.  (1982b),  like  those of  Kirkpatrick et al.  (1982),
demonstrated  that  mouthpiece  breathing  can compromise  upper-respiratory de-
fenses  against  SQ~  to the extent  that  respiratory function  decrements are
greater than or equal to those seen with oronasal breathing via chamber and
facemask,   respectively.    In  addition,  the  results  of  each  study  strongly
reinforce  each other and  jointly   demonstrate  that SQ?-induced  bronchocon-
striction effects  are  possible  at  S02  levels  below 1.0  ppm  under  exposure
conditions which  closely approximate  the ambient situation  during exercise.
     The mechanisms  by which bronchoconstriction is  induced  by  SCL appear to
include a  neurally-mediated  reflex,  based on previous  work  by  Nadel  et al.
(1965)  and Sheppard  et al.  (1980).   It has been hypothesized that release of
chemical substances,  eg.  histamine,  by degranulation of airway mast cells may
also  be  indirectly  involved  in  the mediation  of the  bronchoconstriction
response.    Sheppard  et  al.  (1981 a) evaluated  this  possibility by  means of
pharmacologic studies of the  effects  of  disodium cromoglycate (cromolyn) on
SOp-induced  bronchoconstriction.   Disodium cromoglycate is  known  to inhibit
the  release  of mediators  from airway mast cells.   In  their study, Sheppard,
Nadel  and  Boushey (1981a)  evaluated SR    responses  of  six  exercising asth-
matics  (who  had marked bronchial  hyperreactivity to inhaled histamine aerosol)
to oral inhalation of 0.5 ppm  (3  subjects) and 1.0 ppm (3 subjects) SO,,.  Each
subject was   studied on  three occasions,  once  breathing  SO^-free  air,  once
breathing  S02 with  cromoglycate treatment,  and  a  third  test  breathing SO*
after  a lactose placebo.   Data were obtained before and after 10  minutes of
exercise  at  a  level  inducing a minute   ventilation of  approximately 37-38
                                    A-7

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liters.  In the  cromolyn study, subjects inhaled 40 mg of cromolyn 20 minutes
before the exercise and SO? exposure began.  The effects of cromolyn alone were
not determined.   Statistical analyses  were made  by  t-tests.   Exercise alone
did not  increase  SR  .   However, SO, inhalation resulted in increases of SR
                    CtW              £.                                       3W
similar  to the  bronchoconstriction  effects  reported  in the  previous  study by
Sheppard  et  al  (1980).    Prior treatment  with cromolyn  significantly  (P  <
0.025) decreased  S0~-induced bronchoconstriction. This  response was  observed
in  all   six  subjects, although the  dose  utilized  did not  completely block
bronchoconstriction  in  2  of  the 3 subjects  breathing 1.0  ppm  SO-.   No sub-
jective  symptomatic responses were reported.  The results obtained support the
view  that SO-  activates parasympathetic pathways  indirectly by  causing de-
granylation of mast cells and the consequent release of some chemical  mediator
such as  histamine.
     In  another study,  Koenig et al.  (1982a)  first  exposed  atopic adolescent
subjects  (having  no  clinical  diagnosis of  asthma) to  either  filtered air,  1
    2
mg/m   NaCl  droplet aerosol,  1  ppm SOp,  or 1  ppm S02 + NaCl  aerosol  for 30
minutes  while at  rest.   No changes in  pulmonary  functions  were observed as a
consequence of exposures while at rest.  (This is in contrast to observations
made on  extrinsic asthmatics exposed  for 30 or 60 minutes while at rest in an
earlier  study  by  Koenig  et al, 1980).   Approximately  5-7 minutes later, the
subjects  in  the  present  study walked  on  a treadmill at a  level  of  exercise
sufficient to increase  their minute ventilation 5-6  times greater than their
resting  ventilation (absolute ventilatory volumes not reported).  The subjects
did not  experience exercise-induced bronchospasm (EIB) following either of the
sham exposures (i.e.  air, NaCl droplet aerosol);  however,  in  the presence of
SO, (1 ppm) exercise-induced bronchospasm was observed in these atopic adoles-
cents.   The  magnitude of the exercise-induced bronchospasm for SOy  alone or
SO, and  NaCl  droplet aerosol were the  same.   That is, oral  inhalation of SO,
or  S0? + NaCl  aerosol  each produced essentially  similar alterations in pul-
monary functions:  FEV, ~ decreased by 24%  (P < 0.05; paired t-Test);  V    ,.g~
an(^ ^max 75% were  recluced by 29 and 34% respectively (P < 0.05; paired t-Test).
While RT (total airway resistance) increased significantly following the S02 +
NaCl  exposure,  this  measure  of pulmonary  function was  not  significantly al-
tered  following  S02  exposure.  No  statistically  significant pulmonary alter-
ations were noted when  these subjects exercised while  breathing filtered air
or NaCl  aerosol alone. Koenig et al. (1982b) have also reported on the effects
                                    A-8

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of  SOp  exposure  of adolescents with no. evidence  of pulmonary  disease.   No
significant changes in pulmonary functions were observed following exposure to
S02  (1.0  ppm) or NaCl aerosol  droplet alone while at rest.   Only minor (but
statistically significant) reductions in FEV-,  0,  (P <0.025; 3% decrease) were
seen after exposure at rest to SCk (1.0 ppm) + NaCl aerosol droplet.   Table 1
summarizes  the  xJata obtained  by Koenig  et al.  (1981,  1982a, 1982b)  on  the
three groups  of  adolescents they  have studied.    The  data suggest  that  the
degree of  sensitivity  to SO- depends on the relative magnitude of preexisting
general  hypersensitivity in the airways of human adolescents.
  TABLE A-l.  AVERAGE CHANGE (%) IN PULMONARY FUNCTION VALUES IN THREE GROUPS
  OF ADOLESCENT SUBJECTS AFTER EXPOSURE TO S09 (1 ppm) PLUS NaCl DROPLET AEROSOL
          (1 mg/ms) DURING MODERATE EXERCISE C2-5 min. POST EXERCISE)
Pulmonary
functional
value
RT (3 Hz)
Vmax 50
Vmax 75
FEV1.0
FRC
Extrinsic
asthmati cs
+67*
-44*
-50*
-23*
+7.0
Atopies
with EIB
+41*
-29*
-44*
-18*
+0.3
Normal s
+3.0
-8.0*
-7.0
-6.0*
+.10
     * Statistically different from baseline.
Sources:  Koenig, et al. (1981, 1982a, 1982b)
     Previous work  by Koenig et al.  (1980,  1981)  demonstrated that extrinsic
adolescent  asthmatics,  unlike all  normals, were sensitive to 1 ppm SO, in the
                    3                     •
presence  of 1 mg/m  NaCl  droplet aerosol under conditions  of either rest or
exercise  via a  mouthpiece.   Although NaCl  alone produced no  such effects
(decrease  in V     cnw +  V    75%).  ^e  lack of  an "SO^  alone"  group  made
interpretation difficult.
                                    A-9

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     The most  recent  study by Koenig et al. (1982a) described above on atopic
non-asthmatic  adolescents demonstrates that  oral  inhalation  (mouthpiece)  of
either SO^  or  SOy + Nad  aerosol produced  essentially similar alterations in
pulmonary function  parameters  (FEV1  Q  Vmax 5Q^ and 75^  Rj) and affects both
large and small airways.  With these less sensitive adolescents, no changes in
pulmonary  functions were  observed  after  exposure  at rest,  in contrast  to
observations (Koenig  et  al,  1980)  made on  extrinsic asthmatics at  rest and
exposed for  30-60 minutes to 1.0 ppm SOp plus  Img/m  NaCl.  The responses in
atopic non-asthmatics were less  in magnitude than those  in a group of previ-
ously studied adolescent extrinsic asthmatics.
     The studies  by Koenig  et al.  (1980,  1981,  1982a,b) collectively demon-
strate, in  terms of  pulmonary function parameters,  that  the  sensitivity  of
adolescents  to  SOp-induced  bronchoconstriction  decreases  in  the  following
order:  extrinsic asthmatics > atopies > normals.
     In summary, early studies indicated that some individuals in the presumed
normal  population  were  substantially  more  sensitive (i.e.,  hyperreacters)
under controlled exposure conditions in regard to their responses (significant
bronchospasm) to 1 ppm SOy-  These subjects were often noted to have histories
of childhood asthma or  of wheezing with viral upper respiratory infections.
Despite these  observations,  systematic  study of .the  effect of sulfur dioxide
on clinically  defined asthmatics  was not initiated  until  1980,  when  Sheppard
et al. at  the  University of San Francisco and Koenig et al. at the University
of Washington both reported that, in groups of asthmatic subjects, significant
bronchoconstriction occurred on inhalation of 1.0 ppm sulfur dioxide.   In some
subjects the physiologic  responses  were accompanied by wheezing and shortness
of breath.   Subsequent  studies  by  both of  these  research  groups,  using the
same  exposure  mode (mouthpiece breathing), demonstrated  that extrinsic asth-
matics are  more  sensitive to 1 ppm  SOp,  under  exercising conditions  (V  ~ 30
£/min)  insufficient  to  induce  bronchospasm.   The  Sheppard  et al.,  (1980,
1981b)  results and  other studies  (Kirkpatrick et  al.,  1982;  Linn  et al.,
1982a, b) demonstrate that some  asthmatic subjects  are an  order of magnitude
more  sensitive  to SOp  than  nonsensitive, healthy  adults.   That is,  whereas
nonsensitive healthy  adults  display increased bronchoconstriction at  5 to  10
ppm while at rest and at levels possibly as low as 1  ppm with oral or oronasal
breathing,   clinically  defined asthmatics appear  to  be  more sensitive,  as  a
group, down  to 0.25 ppm  SOp and  the most sensitive  (as  individuals)  down  to

                                    A-10

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0.1 ppm  under light to  moderate exercise (V  *> 30  £/min.)  conditions.   This
potentiation of the effect of. sulfur dioxide is attributed to both the greater
dose (concentration times  volume)  and the rise in inspiratory flow that ulti-
mately results in  the  penetration of more sulfur  dioxide to the tracheobron-
chial   region  of  the respiratory tract.   Increased  sensitivity to  S02,  less
marked than  in asthmatics,  has  also been observed  among individuals without
any signs  of asthma (Koenig et a!.,  1982a;  Stacy et a!.,  1981;  Sheppard et
al., 1980),   These  findings, that people with asthma and atopic disorders are
more sensitive to  sulfur dioxide and this sensitivity  is further potentiated
by  mild  exercise,  are  consistent  with  the  theory that  bronchial  hyper-re-
activity is associated with an increase in parasympathetically mediated reflex
responses in the airways (Boushey et al.  1980).
     In order to circumvent the criticism associated with direct extrapolation
of  the effects of  SOp to the  ambient situation  in  studies involving forced
mouth  (mouthpiece)  breathing,  additional experiments* have  been  conducted by
Nadel's  group (Kirkpatrick  et  al.,  1982) at the  University of San Francisco
and by Hackney's group (Linn et al., 1982a,  1982b) at the University of South-
ern California  using  different  exposure  modes. Both  sets  of  studies demon-
strate that,  mouthpiece  breathing can  compromise  upper-respiratory defenses
against  SOp'  to  the extent  that respiratory  decrements  are greater  than or
equal   to oronasal  breathing via chamber and  facemasjc,  respectively.   In ad-
dition,  these results  strongly  reinforce each other with respect  to the im-
portance  of  exposure  mode and  exercise  in inducing* bronchoconstriction and
jointly  demonstrate that  SO^-induced  bronchoconstriction effects  and assoc-
iated  symptoms are possible under exposure conditions that closely approximate
the ambient situation during exercise.
     The health significance of the pulmonary function changes and symptomatic
effects  reported in  the  above studies is/jf importance in regard to decision-
making related  to the  setting  of standards for S02.   Clear and indisputable
resolution of what constitutes  adverse health effects from  among the effetts
demonstrated  by these studies is probably not possible at this time.  However,
some important considerations can be stated which may assist in making reason-
able and appropriate  interpretations as  to what the present results may imply
regarding the potential or likely impact of S02 exposures on sensitive members
of the general population under ambient conditions.
                                    A-11

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     First, we  should  note that little controversy exists regarding the seri-
ousness  of full-fledged asthma  attacks.   That is, in  the  most extreme case,
status asthmaticus, which  occurs in as many as 10% of adults hospitalized for
asthma (Senior  and Lefrak, 1980), clearly  represents  a life-threatening med-
ical  condition.  In  less  extreme  cases of asthma attacks, also  typified  by
airway constriction and  various  symptoms such as wheezing and dyspnea (but of
lesser degree than  is  seen  in  cases  of  status  asthmaticus)  the day-to-day
activities  of affected individuals are often  markedly  disrupted or curtailed
until medication  is administered  to relieve  the  symptoms  and  to ease their
breathing.
     In  relation  to  the  effects  observed in the controlled  human exposure
studies  discussed  here,  it .should  be  emphasized that such studies  are  de-
signed,  in accord  with currently accepted medical  and research  ethics,  to
avoid precipitating very serious asthmatic attacks or irreversible effects in
exposed subjects.   The question arises,  then as to what the responses observed
in the above studies may imply as far as being indications of potentially more
serious  effects among  members  of  the  general population  exposed to  SO,  in
ambient settings.
     As stated  in  the  Criteria Document, the  temporary small  changes in pul-
monary function  observed with S0« exposures  of healthy  ("normal")  adults  to
SI. 0 ppm SO, are of much less concern than the functional changes and symptoms
observed in asthmatics in the present studies at SO, exposure levels below 1.0
ppm. Probably of most  concern are the  statistically  significant increases  in
airway resistance  and  symptomatic  effects  (wheezing,  dyspnea, etc.) observed:
                                           2
(1) with oral exposure to 0.5 ppm (1.3 mg/m ) SO- during exercise (Sheppard et
al.  1981b); (2) with  oronasal  exposure via  facemask  to the same  SO, level
during exercise (Kirkpatrick  et  al,, 1982); or (3) with oronasal exposures to
0.75 ppm S02 during exercise in an open chamber most closely simulating likely
ambient exposure conditions  (Linn  et al.,  1982b).   Such combined airway func-
tional changes  (bronchoconstriction)  and symptomatic  effects (wheezing, dysp-
nea, etc.)  are  likely  to occur at 0.5-0.75 ppm SO,, in the ambient air and are
of concern  in view of  reports of indices of airway obstruction and presenting
symptoms such as wheezing  and dyspnea being among factors  considered by phy-
sicians  in determining  the  need for hospitalization of  asthma patients fol-
lowing initial  emergency  room treatment (e.g., bronchodialator therapy)  for
asthmatic attacks.
                                    A-12

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      The  numbers  of  individuals  in  the  general  population  potentially  affected
 by  SOy in terms  of  increased  susceptibility to induction of  airway constric-
 tion  and  for symptoms indicative of asthmatic attacks are difficult  to  esti-
 mate  with precision, based on currently available  data.   However,  individuals
 with  non-asthmatic atopic  disorders (e.g.,  hay fever,  other allergies) make  up
 13.25% of the U.S.   population in comparison to asthmatics (NIAID,  1979) that
'are estiipated to comprise 4.5%  (higher estimates  have been made by Dodge and
 Burrows,  1980).   Also,  the undetected  presence  of asymptomatic atopic  indi-
 viduals in ..studies of presumed "normal" subjects may account for the recurrent
 finding  of  subjects "hyperreactive" to  SO* who generally make up 10-20%  of
 study groups evaluated  in  controlled human  exposure studies of "normal" adults.
                                     A-13

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                         REFERENCES FOR ADDENDUM

 1.  Boushey, H.A., Holtsman, M. J., Sheller, J. R., Nadel, J. A.:   State
     of the art.  Bronchial hyperractivity.  Am. Rev.  Respir.  Dis. ]^[:389,  1980.

 2.  Cole, P., R. Forsyth and J. S. J. Haight.  Respiratory Resistance
     of the Oral Airway.  Am. Rev. Respir. Dis. 125: 363-365  (1982)

 3.  Dodge, R. R., and B. Burrows.  The prevalence  and incidence  of  asthma and
     asthma-like symptoms in a general population sample.  Am. Rev.  Respir.
     Dis. 122:567-575, 1980.

 4.  Kirkpatrick, M. B., D. Sheppard, J. A. Nadel,  and H. A.  Boushey.
     Effect of the oronasal breathing route on sulfur  dioxide-induced
     brochoconstriction in exercising asthmatic subjects.  Am. Rev.
     Respir.  Dis.  125:  627-631 (1982)

 5.  Koenig,  J. Q., W. E. Pierson, and R. Frank.  Acute effects of inhaled S02
     plus NaCl droplet aerosol on pulmonary function in asthmatic adolescents.
     Environ. Res. 22:145-153, 1980.

 6.  Koenig,  J. Q., W. E. Pierson, M. Horike, and R. Frank.   Effects of SO,
     plus NaCl aerosol combined with moderate exercise on pulmonary  function
     in asthmatic adolescents.  Environ. Res. 25:340-348, 1981.

 7.  Koenig,  J. Q., W. E. Pierson, M. Horike, and R. Frank.   Bronchoconstrictor
     responses to sulfur dioxide or sulfur dioxide  plus sodium chloride drop-
     lets in allergic, nonasthmatic adolescents.  J. Allergy  Clin. Immunol.
     69:339,  7982(a).

 8.  Koenig,  J. Q., W. E. Pierson, M. Horike, and R. Frank.   Effects of
     inhaled SO, alone and SOp + NaCl droplet aerosol  on pulmonary
     function in healthy adolescents exposed during rest and  exercise.
     Arch. Environ. Health 37: 5-9, 1982(b).

 9.  Linn, W. S., R. M. Bailey, D. A. Medway, T. G. Venet, L.  E.  Wigttman
     and J. D. Hackney.  Respiratory Responses of Young Adult Asthmatics to
     Sulfur Dioxide Exposure under Simulated Ambient Conditions.  Environ.
     Res.  (In press, 1982a)

10.  Linn, W. S., D. A. Shamoo, C. E. Spier, L. M.  Valencia,  U. T. Anzar,
     T. G. Venet and J. D. Hackney.  Respiratory Effects of 0.75  ppm Sulfur
     Dioxide in Exercising Asthmatics:  Influence of Upper-Respiratory Defenses.
     Environ. Res. (In press, 1982b)                    \

11.  Nadel, J., H. Salem, B. Tamplin, and Y. Tokiwa.   Mechanism of
     bronchoconstriction during inhalation of sulfur dioxide.  J. Appl.
     Physio!. 20:164-167, 1965.

12.  NIAID Asthma and other allergic diseases.  U.S. Department of
     Health,  Education, and Welfare.  NIH Publication  79-387,  Washington,
     D.C., 1979.
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13.  Niinimaa, V., P. Cole, S. Mintz and R. J. Shephard.  Gronasal  distribution
     of respiratory flow.  Resp. Physio! 43; 69-75,  1981.

14.  Senior, R.M., and S. S. Lefrak.  Status Asthmaticus.   In:   Pulmonary
     Diseases and Disorders.  A.P. Fishman, ed. McGraw-Hill,  New York.
     pp. 593-599, 1980.

15.  Sheppard, D., J. A. Nadel, and H. A. Boushey.   Inhibition  of sulfur
     dioxide-induced bronchoconstriction by disodium cromoglycate in
     asthmatic subjects.  Am. Rev. Respir. Dis. 124:  257-259,  1981a.

16.  Sheppard, D., A. Saisho, J. A. Nadel, and H. A. Boushey.   Exercise  increases
     sulfur dioxide-induced bronchoconstriction in asthmatic  subjects.   Am.
     Rev. Respir. Dis. 123:486-491, 1981b.

17,  Sheppard, D.,  W. S. Wong, C. F. Uehara, J. A.  Nadel,  and  H.  A.  Boushey.
     Lower threshold and greater bronchomotor responsiveness  of asthmatic
     subjects to  sulfur dioxide.  Am Rev. Respir. Dis. ^22:873-878,  1980.


18.  Stacy, R. W., D. E. House, M. Friedman, M. Hazucha,  J. Green,  L.  Raggio,
     and L. J. Roger.  Effects of 0.75 ppm sulfur dioxide on  pulmonary function
     parameters of normal human subjects.  Arch. Environ. Health, 36:172-178,
     1981.
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                                   GLOSSARY

Abiotic:  Pertaining to the nonliving components of the environment, usually
     refers to a physical or chemical feature of the environment or ecosystem.

Absorption:  Penetration of a substance into the bulk of a solid or liquid
     (cf.  adsorption).

Accumulation mode:   Particles formed principally by coagulation or growth
     through vapor condensation of short-lived particles in nuclei mode (see
     Aitken nuclei).

Acidic deposition:   See Deposition.

Acidity:  The quantity of hydrogen ions in solution; having a pH less than 7
     (see pH).

Acute toxic effects:  Effects of, relating to, or caused by a poison or toxin
     and having a sudden onset, sharp rise, and short course.

Adsorption:  Solid, liquid, or gas molecules, atoms, or ions retained on the
     surface of a solid or liquid, as opposed to absorption, the penetration
     of a substance into the bulk of the solid or liquid.

Aerodynamic diameter:  The diameter of a unit density sphere having the same
     settling speed (under gravity) as the particle in question of whatever
     shape and density.

Aerometry:  Relating to measurement of the properties or contaminants of air.

Aerosol:  A suspension of liquid or solid particles in a gas.

Aitken nuclei:  Those particles and ions measured by means of an instrument in
     which water vapor is made to condense on particles by supersaturating the
     vapor; the term "condensation nuclei" is often used synonymously.

Atmospheric aerosols:  A suspension in the atmosphere of microscopic particles
     of a liquid or a solid.

AISI light transmittance method:  Technique for measuring ambient particulate
     matter by collecting the particles on a filter paper tape to determine
     the opacity of the stain expressed in terms of optical density or CoH
     units per 1000 feet of air sampled.

AISI tape sampler:   See AISI light transmittance method.

Alkalinity:  The quantity of hydroxide ions in solution; having a pH greater
     than 7 (see pH).

Anion:  A negatively charged ion.

Anthropogenic emissions:  Emissions resulting from the impact of human activ-
     ities on the natural world.


                                      G-l

-------
Artifact:  1.  A structure in a fixed cell or tissue formed by manipulation or
     by the reagent.  2.  An erroneous estimate of the atmospheric 'concentra-
     tion of a gaseous or parti cul ate species due to chemical or physical
     modification during sampling, storage, or analysis.  3.  A structure or
     substance not normally present, but produced by somer external agency or
     action.                                          -ft           .

Atmospheric aerosols:  A suspension in the atmosphere of microscopic particles
     of a liquid or a solid.
                                                        • [>•
Atmospheric turbidity:  Any condition of the atmosphere that reduces its
     transparency to radiation, especially to visible radiation.  Cloudy or
     hazy appearance in an atmosphere caused by a suspension of colloidal
     liquid droplets or fine solids.
                                                      1 •  6.
Benthic macroscopic plants:  Flora and fauna large enough: to be observed by
     the naked eye occurring on the bottom underlying a body of water.

Beta attenuation analysis:  A method of estimating mass concentrations of
     particles by using the differential attenuation of electrons.

Biogenic:  Produced by actions of living organisms. ,     <•:.

Bioindicator:  Any species of plant or animal that is particularly sensitive
     to a specific pollutant.

Biomass:  The total amount of living organic matter in a 'given ecosystem,
     usually expressed as dry weight per unit area.      ;

Biosphere:  The portion of the earth in which living systems are encountered,
     including the lower part of the atmosphere, the hydrosphere, and the
     lithosphere to a depth of about 2 kilometers.

Biota:   Pertaining to the living systems of the environment, animals, plants,
     and microorganisms.

Blue sky scattering:  See Rayleigh scattering.          -;

British Smokeshade (BS) sampler:  Device used to measure the reflectance of '
     particles collected on a filter and to predict mass concentrations.

Bronchoconstriction:  Constriction relative to or associated with the bronchi
     or their ramifications in the lungs.

Bronchospasra:  Temporary narrowing of the bronchi due to violent, involuntary
     contraction of the smooth muscle of the bronchi.
Carbachol (C6H15 CIN^Oa):  The choline ester, carbamycholine chloride, used
     principally as a miotic (pupil constrictor) in the local treatment of
     glaucoma and as a bronchoconstrictor.

Carcinogenesis:  The production of cancer.
                                     G-2

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Cardiorespiratory effects:  Influence of a substance on the functioning of the
     heart and lungs.
                 • "f-                       '                      ...
Cascade impactors:   A device for sampling an aerosol that consists of sets of
     jets of progressively smaller size and collection plates designed so that
     each plate collects particles of one size range.

Catchment basin:   The geological structure of a lake or stream.

Cation:  A positively charged ion.

Chemoreceptor:  Any isensory organ that responds to chemical stimuli.

Chemiluminescence:   Emission of light as a result of a chemical reaction
     without an apparent change in temperature.  Used in determining concen-
     tration of some pollutant gases.

Chlorosis:  A disease condition of green plants seen as yellowing of green
     parts of the plant.

Chronic toxic effects:  Characterized by a slow progressive course of toxicity
     of indefinite duration.

Ciliary beat frequency:  Rate of pulsation of the minute vibratile, hairlike
     processes attached to the cells lining some airways.

Cloud:  A free aerodisperse system of any type having a definite form and
     without regard to particle size.

Coarse particles:  Airborne particles larger than 2 to 3 micrometers (MW) in
     diameter, ,

Coefficient of haze (CoH):  Measurement of the optical density of a sample of
     suspended particulates collected by the AISI light transmittance methods.

Cohort:  A group of individuals or vital statistics about them having a statis-
     tical factor in common in a demographic study (as year of birth).

C°H:  See Coefficient of haze.

Colorimetry method:   Chemical analysis in which the amount of a chemical
     substance present is found by measuring the light absorption due to its
     intrinsic color or the color of another substance into which it can be
     completely converted.  Used in determining presence of atmospheric S02-

Condensation nuclei:   See Aitken nuclei.

Condensed organic vapors:  See Polycyclic organic matter.

Coulometry:  A chemical technique for measuring average current strength.
                                      G-3

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Critical damage point;  The point at which the service life or utility of the
     material ends or is severely impaired.

Crop monoculture:  The agricultural practice of growing a single crop species.
     Opposite of a natural ecosystem in which a wide variety of flora and
     fauna interact.

Cultivar:  A cultivated variety or species of crop plants.  Abbreviated cv.
     Also known as cultigen.                                ;,
                                                           r
Cyclone samplers:  A centrifugal device for separating particles from an
     aerosol.

Deposition:                                                 ?.
                                                           £
     Acidic—Removal of acidic pollutants from the atmosphere by dry and wet
          deposition.                                      ^

     Dry—Removal of pollutants from the atmosphere through interactions with
          various surfaces of plants, land, and water.

     Respiratory tract—Removal of inhaled particles by the respiratory tract
          which depends on breathing patterns, airway geometry, and the
          physical and chemical properties of the inhaled particles.

     Wet—Removal of pollutants from the atmosphere by precipitation.

Dicarboxylic acids:  Compounds with two carboxyl groups.

Dichotomous sampler:  A device used to collect separately fine and coarse
     particles from an aerosol.

Dust:  Dispersion aerosols with solid particles formed by comminution or
     disintegration, without regard to particle size.

Ecosystem:  A functional unit of the environment that includes all organisms
     and physical features within a given area.  Derived from ecological
     system.

     Aquatic—An ecosystem functioning in a marine environment.

     Terrestrial—An ecosystem functioning on the land surface of the earth.

Edaphic factors:  Factor of or relating to the soil.

Electrical Aerosol Analyzer (EAA):  A device for measuring the size distribu-
     tion of particles of 0.01 to about 1.0 urn diameter.  The particles pick
     up electric charges according to their size and are then analyzed by
     electrostatic precipitation and an electrometer.

Electroencephalogram alpha-rhythms:  Alpha waves graphically depicted on an
     electroencephalogram.
                                      G-4

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Epithelium:   A primary animal tissue, distinguished by closely packed cells
     with little intercellular substance; covers free surfaces and lines body
     cavities and ducts, such as in the respiratory tract.

Expiratory flowrate:   See Pulmonary measurements.

Fine particles;   Airborne particles smaller than 2 to 3 micrometers in diameter.

Flame photometric detection:   A process by which a spray of metallic salts in
     solution is vaporized in a very hot flame and subjected to quantitative
     analysis by measuring the intensities of the spectrum lengths of the
     metals present.

Fluorescence analysis:  A method of chemical analysis in which a sample,
     exposed to radiation of one wavelength, absorbs this radiation and reemits
     radiation of the same or longer wavelength in about 10 9 second.  The
     intensity of reemitted radiation is almost directly proportional to the
     concentration of the fluorescing material.  Also known as fluorometry.

Fogs:  Suspension of liquid droplets formed by condensation of vapor or atomi-
     zation; the concentration of particles is sufficiently high to obscure
     visibility.

Foliar uptake:  Uptake through the leaves of plants.

Fugitive emissions:  Air pollutants arising from human activities, such as
     roadway and industrial dust, that do not emanate from a particular point,
     such as an exhaust pipe or stack, and are not readily amenable to control.

Fumes:  Condensation aerosols containing liquid or solid particles formed by
     condensation of vapors produced by chemical action of gases or sublima-
     tion.

FVC:  The volume of air that can be forcibly expelled from the lungs after the
     deepest inspiration.

Glycoprotein synthesis:  The creation of a class of conjugated proteins con-
     taining both carbohydrate and protein units.

Gravimetric mass method:  Measurement technique in which the amount of the
     constituents is determined by weighing.

Gravimetry:  Measurement of a weight or density.

Haze:  An aerosol that impedes vision and may consist of a combination of
     water droplets, pollutants, and dust.

Hematology:  The science of the blood; its nature, functions, and diseases.

High volume (hi-vol) sampler:  A high flow-rate device used to collect par-
     ticles from the atmosphere.
                                      G-5

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Hilar lymph nodes:  Nodes located in that part of a gland or of certain organs,
     especially the lung, where the blood vessels, nerves, or ducts leave and
     enter.

Hydrogen peroxide method:  A titrimetric method for providing aeromatric SOg
     estimates.                                          &.
                     •          '     -                     f
Hydroxyl radical:  Chemical prefix indicative of the [OHJigroup.

Hygroscopic growth:  Growth induced by moisture.         g

IFR (Instrument Flight Rules) instrumentation:  System put into effect by
     Federal Aviation Administration which restricts flight in controlled air
     spaces when visibility falls below 4.8 kilometers, causing the grounding
     of most small aircraft.                             .<••..

Integrating nephelometer:  See Nephelometry.

Intratracheal instillation:  Process of placing material within or through the
     trachea,                                            >

Ion exchange chromatography:  A chromatographic procedure in which the station-
     ary phase consists of ion-exchange resins which may be acidic or basic.

Irritant potency:  The relative strength of an agent that produces irritation.

Isopleth:  1.  A line of equal or constant value of a given quantity with
     respect to either space or time.   Also known as an isogram; 2.  A line
     drawn through points on a graph at which a given quantity has the same
     numerical value as a function of the two coordinate ^variables.

Koschmieder relationship:  The inverse proportionality between visual range
     and total extinction.                              !t

LC5o:  Concentration of a substance lethal to 50 percent of tested species.

Leach:  1.  The dissolving, by a liquid solvent, of soluble material from its
     mixture with an insoluble solid;   2.  The separation or dissolving out of
     soluble constituents from a rock or ore body by percolation of water;  3.
     Dissolving soluble minerals or metals out of the ore, as by the use of
     percolative solutions, such as cyamide or chlorine solutions, acids, or
     water.  Also known as lixiviation.

Linear model:  A model where all the interrelationships among the quantities
     involved are expressed by linear equations which may be algebraic, dif-
     ferential, or integral.

Mm:  Micrometer.

Mechanical clearance:  See Mucociliary action.
                                      6-6

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MEFR:  See Pulmonary measurement.

Megalopolis:   1.  A very large city;  2.  A thickly populated region centering
     on a metropolis.

Methyl thymol  blue method:  Technique for measuring suspended sulfates and
     sulfuric acid involving a collection of samples on sulfate-free glass
     fiber filters by high-volume particulate matter samplers.

Middle turbinate region:  Area encompassed by the concha nasalis media ossea.

Minute volume (Ve): 1 See Pulmonary measurements.
                   df               '
Mist:  Suspension of, liquid droplets formed by condensation of vapor or
     atomization; the droplet diameters exceed 10 urn and in general the concen-
     tration of particles is not high enough to obscure visibility.

MMFR:  See Pulmonary measurements.

Morbidity:  1.  The quantity or state of being diseased;  2.  The ratio of the
     number of sick individuals to the total population of a community.

Morphology:  Structure and form of an organism at any stage of its life history.

Mortality rate:  For,a given period of time, the ratio of the number of deaths
     occurring per 1000 population.  Also known as death rate.,

Mucociliary action: iCiliary action of the mucous membranes lining the airway
     that aids in cleansing and removing irritants and aids in moving particles
     to the pharyngeal regions.

Mutagenesis:   An abrupt change in the genotype of an organism, not resulting
     from recombinations; genetic material may undergo qualitative or quanti-
     tative alteration, or rearrangement.

Nasopharyngeal absorption:  The taking up of fluids, gases, or particles by
     and within the  nasopharynx.  :

Necrotic lesions:  A,cell or group of cells undergoing necrosis (i.e., dying
     as a result of  injury, disease, or other pathologic state).

Nephelometry:  1.  The study of aerosols using the techniques of light scat-
     tering.   2.  Measurement of light scattering coefficient by certain
     optical  instruments.

Oncogenesis:   Process of tumor formation.

Optical density:  The degree of opacity of a translucent medium expressed by
     log I_/I, where I  is the intensity of the incident ray, and I is the
     intensity of the transmitted ray, abbreviated OD.
                                      G-7

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Optical particle morphology method:  Techniques for identifying the character
     and sources of collected particles.                  .«;

Oronasal breathing:  Breathing through the nose and mouth.

Osmoregulation:  A physiological regulatory mechanism for the maintenance of
     an optimal and constant level of osmotic activity of the fluid in and
     around the cells.                                      ;

Oxidation (various types):  A chemical reaction in which ascompound or radical
     loses electrons 1/m that is, in which the positive valence is increased.

Pararosaniline method:  Manual method for determining the concentration of
     atmospheric S02.                                      a
                                                          Bi1
Particle:  Any object, solid or liquid, having definite physical boundaries in
     all directions; in air pollution, practical interest concentrates on
     particles less than 1 mm in diameter.                f

Particulate matter (PM):  Matter in the form of small airborne liquid or solid
     particles.                                           t

Pathogen:  A disease-producing agent; usually refers to living organisms.

Personnel dosimeter sampling:  Determination of the degree of exposure on
     individuals, using survey meters, and determination of the dose received
     by means of dosimeters.

pH:  A measure of the effective acidity or alkalinity of a solution.   It is
     expressed as the negative logarithm of the hydrogen-ion_eoncentration.
     Pure water has a hydrogen ion concentration equal to 10   moles per liter
     at standard conditions (25°C).  The negative logarithm of this quantity
     is 7.  Thus, pure water has a pH value of 7 (neutral).   The pH scale is
     usually considered as extending for 0 to 14.   A pH less than 7 denotes
     acidity; more than 7, alkalinity.

Phagocytosis:  A mechanism by which macrophages engulf and carry away particles.

Pharyngeal regions:  The chamber at the oral end of the vertebrate alimentary
     canal, leading to the esophagus.

Photochemistry:  The study of the effects of light on chemical reactions.

Physical damage functions:  The mathematical expression linking exposure to
     damage, expressed in terms appropriate to the interaction of the
     pollutant and material.

Planetary boundary layer:  First layer of the atmosphere extending hundreds of
     meters from the earth's surface to the geostrophic wind level, including,
     therefore, the surface boundary layer and the Ekman layer; above this
     layer lies the free atmosphere.
                                      G-8

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Polycyclic organic matter:  Compounds including both polycyclic aromatic
     hydrocarbons (homocyclics) and heterocyclic analogs, having low vapor
     pressure and usually condensed on the surface of fine particles in the
     atmosphere.   Abbreviated POM.

Potentiation:  The combined, action of two drugs, greater than the sum of the
     effects of each used alone.

Primary particles (or primary aerosols):  Dispersion aerosols formed from
     particles that are emitted directly into the air that do not change form
     in the atmosphere.
                     , $
Pulmonary Measurements:  Measurements of the volume of air moved during a
     normal or forced;inspiration or expiration, which is a reflection of
     pulmonary compliance.  Atmospheric pollutants can seriously impair the
     volumes of air/gas exchanged during the ventilatory function.   Specific
     lung volume measurements include:

     Tidal volume (TV)—The volume of air moved during normal inspiration.

     Functional residual capacity (FRC)—The amount of air left in the lung at
          the end of a normal expiration.

     Expiratory reserve volume (ERV)—Air removed from the lung by forced
          expiration.

     Residual volume (RV)—Air that cannot be expelled from the lung.

     Vital capacity—The sum of ERV, TV, and inspirational reserve volume
         < (IRV).

Rales:  An abnormal sound accompanying the normal sounds of respiration within
     the air passages and heard on auscultation of the chest.

Rayleigh scattering:  Scattering of electromagnetic radiation by bodies much
     smaller than the wavelength of the radiation.  For visible wavelengths,
     the molecules constituting the atmosphere cause Rayleigh scattering.

Refractive index method:  The ratio of the phase velocity of light in a vacuum
     to that in a specified medium.  Also known as refractive index; refracture
     index.

RH (Relative Humidity):  The dimensionless ratio of the actual vapor pressure
     of water in the air to the saturation vapor pressure.

Secondary particles (or secondary aerosols):  Dispersion aerosols that form in
     the atmosphere as a result of chemical reactions, often involving gases.

Smaze:  A combination of "smoke" and "haze".

Smog:  A combination of "smoke" and "fog".  Originally, this term referred to
     episodes in Great Britain that were attributed to coal burning during
     persistent foggy conditions.  In the United States, "smog" has become
     associated with urban aerosol formation during periods of high oxidant
     concentrations.

                                      G-9

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Smoke:  Dispersion aerosol containing both liquid and solid particles formed
     by condensation from supersaturated vapors.
Spectrometry, second-derivative:  A technique for measuring ambient S02.
Spirometry:  The measurement, by a form of gas meter (spirometer), of volumes
     of air that can be moved in and out of the lungs.
Stomata:  Plural of stoma.  Any minute pore, orifice, or opening on a free
     surface; specifically, one of the openings between epithelial cells of a
     lymph space.
Sulfate:  1.  A compound containing the [S0| ] group, as in sodium sulfate
     (Na2S04);  2.  A salt of sulfuric acid.
Sulfation methods:  Tests used to estimate ambient SQ2 concentrations over
     extended time periods.
Sulfur dioxide (S02):  A toxic, irritating, colorless gas; soluble in water,
     alcohol, and ether; boils at -1Q°C; used as a chemical intermediate in
     paper pulping, a solvent, a disinfectant, and a preservative; emitted by
     the combustion of sulfur-bearing fuels.  Also known as sulfurous acid
     anhydride.
Sulfur oxides:  Oxides of sulfur, such as sulfur dioxide (S02) and sulfur
     trioxide (SOS).
Synergism:  The joint action of agents so that their combined effect is
     greater than the algebraic sum of their individual effects.
Systemic:  Pertaining to or affecting the body as a whole.
Telephotometry:  Measurement of the apparent brightness of distant objects.
Thoracic:  Of or pertaining to the chest.
Thorax:  The chest.
Tidal volume (TV):  See Pulmonary measurements,
Tracheobronchial region:  The area encompassed by the trachea and bronchi,
Transmissometry:  The technique of determining the extinction characteristics
     of a medium by measuring the transmission of a light beam of known initial
     intensity directed through that medium.
Troposphere:  Free tropospheric exchange:   The portion of the atmosphere from
     the earth's surface to the tropopause; that is, the lowest 10 to 20
     kilometers of the atmosphere.
Tumorigenesis:  Formation of tumors.
                                     G-10

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Turbidim'etry:  A scattered-light procedure for the determination of the weight
     concentration of particles in cloudy, dull, or muddy solutions; uses a
     device that measures the loss in intensity of a light beam as it passes
     through the solution.

Visual range:  The maximum distance at which a large black object can be seen
     against the horizon sky in daytime.

West-Gaeke method:  See Pararosaniline method.

X-ray fluorescence:  Emission by a substance of its characteristic X-ray line
     spectrum upon exposure to X-rays.  Also known as X-ray emission.
                                     G-ll

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                                   TECHNICAL REPORT DATA
                            (Please read Instructions on the reverse before completing)
1, REPORT NO,
   EPA-600/8-82-Q29a
                              2.
                                                           3, RECIPIENT'S ACCESSION NO.
4. TITLE AND SUBTITLE
   Air Quality Criteria  for Participate Matter
   and Sulfur Oxides.  Volume I.
             5, REPORT DATE

                   December 1982
             6. PERFORMING ORGANIZATION CODE
7. AUTHOHIS)
   See list of Authors,  Contributors, and Reviewers
                                                           8. PERFORMING ORGANIZATION REPORT NO.
9, PERFORMING ORGANIZATION NAME AND ADDRESS
   U.S. Environmental Protection Agency
  • Environmental Criteria  and Assessment Office
   MD-52
   Research Triangle  Park, NG  27711
                                                           10. PROGRAM ELEMENT NO.
             11. CONTRACT/GHANT NO.
12. SPONSORING AGENCY NAME AND ADDRESS
   U.S. Environmental  Protection Agency
   Office of Research  and Development
   Office of Health and  Environmental Assessment
   401 M Street, SW  Washington, DC  20460
             13. TYPE OF REPORT AND PERIOD COVERED
                   FINAL	
             14. SPONSORING AGENCY CODE
                   EPA/600/00
IB. SUPPLEMENTARY NOTES
10, ABSTRACT
  The document evaluates  and assesses scientific  information on the health and welfare
  effects associated with exposure to various concentrations of sulfur oxides and
  particulate matter in ambient air.  The literature  through 1980-81 has been reviewed
  thoroughly for information relevant to air quality  criteria, although the document
  is not intended as a complete and detailed review of all  literature pertaining to
  sulfur oxides and particulate matter.  An attempt has been made to identify the major
  discrepancies in our current knowledge and understanding  of the effects of these
  pollutants.                                   :

  Although this document  is  principally concerned with the  health and welfare effects of
  sulfur oxides and particulate matter, other scientific data are presented and evalu-
  ated in order to provide a better understanding of  these  pollutants in the environment
  To this end, the document  includes chapters thatjdiscuss  the chemistry and physics
  of the pollutants; analytical techniques; sources;  and types of emissions; environ-
  mental concentrations and  exposure levels; atmospheric chemistry and dispersion
  modeling; acidic deposition; effects on vegetation;  effects on visibility, climate,
  and materials; and respiratory, physiological, toxicological, clinical, and
  epidemiological aspects of human exposure.
17.
                                KEY WORDS AND DOCUMENT ANALYSIS
                  DESCRIPTORS
                                              b.lDENTIFIERS/OPEN ENDED TERMS
                           c. COSATI Field/Group
18. DISTRIBUTION STATEMENT

  RELEASE UNLIMITED
19. SECURITY CLASS (ThisReport)
  UNCLASSIFIED
21, NO. OF PAGES

    208
                                              2O. SECURITY CLASS (This page)

                                                UNCLASSIFIED
                                                                         22. PRICE
EPA Form 2220-1 (Rev. X-77)  ' PREVIOUS EDITION is oosOLCTt


                  6U.S. QOVIRNMINT PWNTINQ OFFICf: J98Si-Si»6-ll6J 40635

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