&EPA
           United States
           Environmental Protection
           Agency
          Office of Solid Waste
          and Emergency Response
          Washington DC 20460
EPA/530-SW-84-016
December 1984
           Solid Waste
Draft

Permit Guidance Manual on
Unsaturated Zone Monitoring
for Hazardous Waste
Land Treatment Units
           For Public Comment

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                                   DISCLAIMER


     This is a draft manual that is being released by EPA for public comment on
the accuracy and usefulness of the information in it.  This manual  has received
extensive technical  review, but  the Agency's  peer  and administrative  review
process has not yet been completed.  Therefore, it does not necessarily reflect
the views and policies of  the  Agency.   Mention  of  trade  names or  commercial
products does not constitute endorsement or recommendation  for use.

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                                     PREFACE


     Subtitle C  of  the Resource Conservation and Recovery  Act (RCRA) requires
the  Environmental  Protection  Agency (EPA)  to establish  a  Federal  hazardous
waste management program.   This program must ensure that hazardous  wastes are
handled safely from generation until final disposition.  EPA issued a series of
hazardous waste  regulations under Subtitle C  of  RCRA  that is  published  in 40
Code of Federal Regulations (CFR) 260 through 265, 270 and 124.

     Parts 264  and  265 of  40  CFR contain  standards  applicable to  owners and
operators of all facilities that  treat,  store,  or dispose of hazardous wastes.
Wastes are identified  or  listed as  hazardous under 40 CFR  Part 261.   The Part
264  standards  are  implemented through  permits  issued  by authorized  States or
the  EPA  in  accordance with  40 CFR  Part 270 and  Part 124 regulations.   Land
treatment, storage, and disposal  (LTSD) regulations in 40  CFR Part  264 issued
on  July  26,  1982,  establish  performance standards  for  hazardous waste  land-
fills, surface impoundments, land treatment units, and  waste piles.

     This draft manual provides  guidance  on  unsaturated  zone monitoring  at
hazardous waste  land  treatment units for use  by permit applicants  and permit
writers in developing effective monitoring systems to comply with the Part 264,
Subpart M regulations.  This manual  covers  both  soil core and soil pore-liquid
monitoring,   and addresses  equipment selection,  installation» and  operation,
sampling procedures, chain of custody considerations, and data evaluation.  The
installation and sampling procedures are  presented  in  a  step-by-step format so
that the manual may be more readily used by field personnel.

     This manual and other  EPA  guidance  documents do not  supersede the regula-
tions promulgated under RCRA and  published  in  the Code of Federal  Regulations.
They provide  guidance, interpretations,  suggestions,  and  references  to  addi-
tional information.   Also,  this  guidance is not intended  to mean  that  other
designs might not also satisfy the regulatory standards.

     EPA intends to revise  this manual  based on  public comments and  new infor-
mation generated by  EPA research studies.  Comments on  this manual  should be
addressed to the Docket Clerk,  Office of Solid Waste (WH-562), U.S.  EPA,  401 M
St. SW, Washington,  D.C.,  20460.
                                       111

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                                EXECUTIVE SUMMARY


     This manual provides guidance on  unsaturated  zone  monitoring at hazardous
waste  land  treatment  units.  The  manual  will  be  useful  to  both owners  or
operators of hazardous waste land treatment units and officials in implementing
the  unsaturated  zone  monitoring  requirements   (K264.278)  contained  in  the
hazardous waste land  treatment, storage,  and  disposal  regulations (40  CFR 264,
July 26, 1982).  After summarizing the regulations, the manual  identifies other
available sources  of  guidance  and data on  the subject.   Complete descriptions
for Darcian and macro-pore flow in the unsaturated zone are given.

     Soil core monitoring  equipment  is  divided  into  hand-held samplers  and
power-driven  samplers.   Specific  descriptions   for  screw-type  augers,  barrel
augers, post-hole  augers, Dutch-type augers,  regular or general  purpose  barrel
augers, sand  augers,  mud augers,  in addition to tube-type  samplers, including
soil  sampling tubes,  Veihmeyer  tubes,  thin-walled  drive  samplers, and  peat
samplers,  are  provided.   Power-driven   samplers,  including  hand-held  power
augers, truck-mounted augers, and tripod-mounted power samplers, are described.
Procedures  for selecting soil  samplers,  site selection, sample  number,  size,
frequency and  depth,  sampling  procedures, decontamination,  safety precautions,
and data analysis and evaluation are presented.

     Complete  descriptions  for  soil   pore-liquid  monitoring  are  provided.
Relationships  between soil moisture and soil tension  are fully  described.   Soil
pore-liquid sampling  equipment, including cup-type samplers, cellulose  acetate
hollow  fiber  samplers,  membrane filter  samplers,  and  pan lysimeters are  pre-
sented.   Criteria  for  selecting  soil  pore-liquid  samplers,  site  selection,
sample  number, size,  frequency and depth,  installation  procedures,  and  opera-
tion of vacuum-pressure sampling units, are presented.   Extensive discussion of
special  problems  associated with the  use of suction lysimeters  are included.
Descriptions are provided for pan lysimeter installation and operation,  includ-
ing trench  lysimeters and free drainage  block glass  samplers.   A discussion is
provided of soil pore-liquid data analysis and evaluation.

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                               TABLE OF CONTENTS


                                                                           Page

PREFACE	,	      111

EXECUTIVE SUMMARY 	        v

LIST OF FIGURES	        x

LIST OF TABLES	      xii

ACKNOWLEDGMENTS	     xlii

1.0  INTRODUCTION 	        1
     1.1  Brief Summary of Regulations 	        2
     1.2  Other Available Guidance 	        2
     1.3  Sources of Data 	        3

2.0  UNSATURATED ZONE DESCRIPTION 	        4
     2.1  Soil Zone 	        4
     2.2  Intermediate Unsaturated Zone 	        5
     2.3  Capillary Fringe 	        5
     2.4  Flow Regimes 	        7
          2.4.1  Darcian Flow	        8
          2.4.2  Macropore Flow	        8

3.0  SOIL-CORE MONITORING 	       11
     3.1  General Equipment Classification	       11
          3.1.1  Hand-Held Samplers 	       11
                 3.1.1.1  Screw-Type Augers 	       11
                 3.1.1.2  Barrel Augers 	       13
                 3.1.1.3  Post-Hole Augers 	       13
                 3.1.1.4  Dutch-Type Auger 	       13
                 3.1.1.5  Regular or General Purpose Barrel Auger ....       13
                 3.1.1.6  Sand Augers 	       17
                 3.1.1.7  Mud Augers 	       17
                 3.1.1.8  Tube-Type Samplers 	       17
                          3.1.1.8.1  Soil-Sampling Tubes 	       17
                          3.1.1.8.2  Veihmeyer Tube	       21
                          3.1.1.8.3  Thin Walled Drive Samplers 	       21
                          3.1.1.8.4  Peat Sampler 	       21
          3.1.2  Power-Driven Samplers 	       25
                 3.1.2.1  Hand-Held Power Augers	       25
                 3.1.2.2  Truck-Mounted Augers 	       25
                 3.1.2.3  Tripod Mounted Power Samplers 	       25

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                                TABLE OF CONTENTS

                                   (continued)
                                                                           Page
     3.2  Criteria For Selecting Soil Samplers 	       25
          3.2.1  Capability for Obtaining a Core Sample 	       25
          3.2.2  Soil Types 	       27
          3.2.3  Soil Moisture Content 	       27
                 3.2.3.1  Wet Soils  	       27
                 3.2.3.2  Dry-Cohesionless Soils 	       27
          3.2.4  Site Accessibility  	       27
          3.2.5  Relative Sample Size 	       29
          3.2.6  Labor Requirements	       29
          3.2.7  Sampling in Rocky and Stoney Soils 	       29
     3.3  Random Soil-Core Monitoring Site Selection 	       29
     3.4  Sample Number, Size, Frequency and Depths 	       32
          3.4.1  Compositing Samples 	       36
                 3.4.1.1  Compositing with a Mixing Cloth 	       36
                 3.4.1.2  Compositing with a Mixing Bowl 	       37
     3.5  Sampling Procedure 	       37
          3.5.1  Preliminary Activities 	       37
          3.5.2  Sample Collection With Hand-Held
                 Equipment	'.	       39
                 3.5.2.1  Screw-Type Augers 	       39
                 3.5.2.2  Barrel Augers 	       39
                 3.5.2.3  Tube-Type Samplers:  Soil Probe	       40
                 3.5.2.4  Tube Type Samplers:
                          Vei hmeyer Tubes 	       42
                 3.5.2.5  Thin-Walled Tube Samplers 	       45
                 3.5.2.6  Split Spoon Sampler	       45
                 3.5.2.7  Peat Sampler	       47
          3.5.3  Sample Collection with Power Equipment 	       48
                 3.5.3.1  Operation of Power Drilling
                          Equipment  	       48
                 3.5.3.2  Sampling 	       48
                 3.5.3.3  Miscellaneous Tools 	       49
     3.6  Decontamination	       49
          3.6.1  Laboratory Cleanup of Sample Containers 	       49
          3.6.2  Field Decontamination	       49
     3.7  Safety Precautions 	       50
     3.8  Data Analysis and Evaluation 	       51

4.0  SOIL-PORE LIQUID MONITORING	       55
     4.1  Soil Moisture/Tension Relationships 	       57
     4.2  Pore-Liquid Sampling Equipment 	       59
          4.2.1  Ceramic-Type Samplers 	       59
          4.2.2  Cellulose-Acetate Hollow Fiber Samplers 	       65
          4.2.3  Membrane Filter Samplers	       65
          4.2.4  Pan Lysimeters 	       68
     4.3  Criteria for Selecting Soil-Pore Liquid Samplers  	       68
          4.3.1  Preparation of the Samplers 	       71
                                      vm

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                                TABLE OF CONTENTS

                                   (continued)
     4.4  Random Pore-Liquid Monitoring Site Selection 	       72
          4.4.1  Surveying in the Locations of Sites and
                 Site Designations 	       75
     4.5  Sample Number, Size, Frequency and Depths 	       75
     4.6  Installation Procedures for Vacuum-Pressure
          Pore-Liquid Samplers 	       79
          4.6.1  Constructing Trenches and Instrument
                 Shelters 	       79
          4.6.2  Installing Access Lines	       81
          4.6.3  Step-by-Step Procedures for Installing
                 Vacuum-Pressure, Pore Liquid Samplers 	       85
                 4.6.3.1  Constructing the Hole 	       85
                 4.6.3.2  Sampler Installation Procedure 	       85
                 4.6.3.3  Bentonite Clay Method 	       86
                 4.6.3.4  Backfilling the Trench and Final  Survey 	       86
     4.7  Operation of Vacuum-Pressure Sampling Units 	       88
     4.8  Special Problems and Safety Precautions 	       90
          4.8.1  Hydraulic Factors 	       90
          4.8.2  Physical Properties:  Soil Texture and
                 Soil Structure 	       90
          4.8.3  Cup-Wastewater Interactions 	       91
                 4.8.3.1  Plugging 	       91
                 4.8.3.2  Change in the Composition of Hazardous
                          Constituents During Movement Through
                          Pore-Liquid Samplers 	       92
          4.8.4  Climatic Factors 	       93
          4.8.5  Safety Precautions 	       93
          4.8.6  Lysimeter Failure Confirmation 	        93
     4.9  Pan Lysimeter Installation and Operation 	       94
          4.9.1  Trench Lysimeters	       94
          4.9.2  Free Drainage Glass Block Samplers 	       96
     4.10 Pan Lysimeter Limitations 	       98
     4.11 Data Analysis and Evaluation 	       98

REFERENCES 	      R-l

APPENDIX A: Table of Random Units 	      A-l
APPENDIX B: Chain of Custody Considerations 	      B-l
APPENDIX C: Example Summary Sheets for Monitoring Results 	      C-l
APPENDIX D: Regulations on Unsaturated Zone Monitoring 	      D-l

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                               LIST OF FIGURES

Number                                                                     Page
 2-1      Cross Section Through the Unsaturated Zone (Vadose
          Zone) and Groundwater Zone 	         6
 3-1      Screw-type Auger/Spiral  Auger 	        12
 3-2      Post-Hole Type of Barrel Auger 	        14
 3-3      Dutch Auger 	        15
 3-4      Regular Barrel Auger 	        16
 3-5      Sand Auger 	        18
 3-6      Mud Auger 	        19
 3-7      Soil Sampling Tube 	        20
 3-8      Vei hmeyer Tube 	        22
 3-9      Thin-walled Drive Sampler 	        23
 3-10     Driving Sampling 	        24
 3-11     Soil Core Retainers for Sampling in Very Wet Soils
          and Cohesionless Soils,  (a)  One-Way Solid Flap
          Valve, (b) Spring-Type,  Segmented Basket Retainer 	        28
 3-12     Random Site Selection Example for Unit cc 	        31
 3-13     Soil Core Sampling Depths 	        35
 3-14     Barrel Auger Sampling Method 	        41
 3-15     Operation of "Backsaver" Handle with Soil
          Sampl i ng Tube 	        43
 3-16     Core Sample Extruding Device 	        46
 4-1      Variation of Porosity, Specific Yield, and Specific
          Retention with Grain Size 	        56
 4-2      Moisture Retention Curves -  Three Soil Types 	        53
 4-3      Soi1-water Sampler 	        60
 4-4      Vacuum-pressure Sampler 	        62
 4-5      Modified Pressure-vacuum Lysimeter 	        63

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                                LIST OF FIGURES
                                   (continued)

Number                                                                     Page
 4-6      "Hi/Pressure-vacuum Soil-water Sampler" 	       64
 4-7      Facilities for Sampling Irrigation Return Flow Via
          Filter Candles, for Research Project at Tacna, Arizona 	       66
 4-8      Membrane Fi1ter Sampler 	       67
 4-9      Example of a Pan Lysimeter 	        69
 4-10     Free Drainage Glass Block Sampler 	       70
 4-11     Sketch of Land Treatment Site Showing Designations at
          Pore-Liquid Sampling Sites 	       76
 4-12     Pore Liquid Sampling Depths 	       77
 4-13     Location of Suction Lysimeters 	       78
 4-14     Views of Trench and Access Shafts at Pore-Liquid
          Sampler Sites on Active Land Treatment Site 	       80
 4-15     Above Ground Shelter for Sample Bottles and
          Accessories (Side View) 	       82
 4-16     Burial Shelter for Sample Bottle and Accessories 	       83
 4-17     Installation of Access Tubes in a Pressure-Vacuum
          Pore-Liquid Sampler  	       84
 4-18     Bentonite Clay Method of Installing Vacuum-Pressure
          Pore-Liquid Samplers 	       87
 4-19     Stages in the Collection of a Pore-Liquid Sample
          Using a Vacuum-Pressure Sampler 	       89
 4-20     Trench Lysimeters Installed in Trench Shelter 	       95
 4-21     Recommended Pan Lysimeter Installation Procedure 	       97
                                       XI

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                               LIST OF TABLES

Number                                                                   Page
 3-1      Criteria for Selecting Soil Sampling Equipment 	       26
 3-2      Summary of Soil-Core Sampling Protocol for Background
          and Active Land Treatment Areas 	       34
 3-3      Example Checklist of Materials and Supplies 	       38
 3-4      Personnel Protective Equipment 	       52
 4-1      Summary of Guidance on Pore-Liquid Sampling 	       73
                                   Xll

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                                 ACKNOWLEDGMENTS


     This manual was  prepared by L.G.  Everett  of Kaman Tempo  (Santa  Barbara,
California 93102) and L.G. Wilson of the University of Arizona (Tucson, Arizona
85721) under Contract Number  68-03-3090  from  the  U.S.  Environmental  Protection
Agency,  Office  of  Research  and Development.   The  EPA  Project  Officer  was
L.G. McMillion, Environmental Monitoring Systems Laboratory, Las Vegas, Nevada.
Subsequent to  the completion of the manual,  the  responsibility for  completion
of this manual was shifted to the Office of Solid Waste, under the direction of
Mr. Michael Flynn in Washington,  D.C.   Both Mr. McMillion  and Mr.  Flynn played
an active role in the manual's preparation.

     Dr. William Doucette of TRW, Incorporated, provided an extensive review of
the draft  document.   Several excellent  recommendations were made relative  to
non-Darcian flow.

     An earlier draft of this manual (6/83) was distributed to the EPA regional
offices for review and  comment.   In addition, extensive reviews were conducted
at  the Environmental Monitoring  Support Laboratory  in Las  Vegas  and at  the
University of Oklahoma branch of the Groundwater Research Center.

     The assistance and cooperation extended by numerous other individuals,  not
mentioned  above, who  were  contacted  on matters  related  to  this manual,  is
gratefully acknowledged.
                                      xiii

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                                  SECTION 1

                                INTRODUCTION
     This  document  provides  guidance   on   unsaturated   zone  monitoring  at
hazardous waste  land treatment units.   This guidance will  be useful  to  both
owners or operators  of hazardous waste  land treatment units  and  officials  in
implementing the unsaturated zone monitoring requirements  (§264.278)  contained
in the  hazardous waste land treatment,  storage, and disposal  regulations (40
CFR Part 264).

     This report stresses the  selection and  application  of  unsaturated  zone
monitoring equipment.   Both  soil  core and  soil  pore-liquid  monitoring equip-
ment  are highlighted.   Sampling protocols, including  sampling design,  fre-
quency,  depth,  and  sample number, are also  presented.  These  protocols  (with
minor modifications) are  derived  from guidance previously issued  by  EPA (EPA,
1983a;  EPA,  1983b).   These  protocols,  which  represent  interim guidance,  are
currently being evaluated in EPA's research program.

     Land treatment  is  a viable management  practice for treating  and  dispos-
ing of  some  types of  hazardous  wastes.   Land treatment involves  the applica-
tion  of waste  on  the  soil  surface  or  the  incorporation  of  waste  into  the
upper layers  of  the  soil  (the treatment zone) in order to degrade, transform,
or immobilize  hazardous constituents present  in  hazardous  waste.  The unsat-
urated  zone  monitoring program  must include  procedures  to  detect  both  slow
moving  hazardous constituents  as well  as rapidly  moving hazardous  constitu-
ents.   This  is best accomplished through  a  monitoring program  including  both
soil   core  and  soil  pore  liquid  monitoring.   Both soil  core monitoring  and
soil   pore  liquid monitoring in  the unsaturated  zone are  discussed  in  this
report.  In  addition,  the unsaturated zone  monitoring requirements (§264.278)
for  background  and  active  portions  of  land  treatment  units  are  briefly
reviewed.  Procedures  for randomly  determining  the  location  of soil core and
pore-liquid  sampling sites  in both  the  background  areas  and  active portions
are presented.   Sampling  depth and  frequency  are  fully  evaluated.   Soil  core
monitoring  and  pore-liquid  monitoring  equipment  are  described.   Selection
criteria  for  each   of  the  monitoring   apparatus   are  presented.   The  field
implementation  and   operating  requirements  for  each piece   of  equipment  is
presented in  a  step-by-step format.  Sample  collection,  preservation,  stor-
age,  chain of custody and shipping are presented.

     The unsaturated zone monitoring requirements  (§264.278)  mentioned  above
consist  of  performance-oriented  statements  and  rules, and,  as a  result,  are
also   general  in nature.   This provides  maximum flexibility  to  the owner  or
operator in  designing  and  operating an  unsaturated zone monitoring program.
However, the permitting official must render a value judgment  on  the accepta-
bility  of  the  particular monitoring system  design  proposed  for  each  land
treatment unit.   The  purpose of this  document  is  to  provide   guidance  on
essential elements  of  the  unsaturated  monitoring  program  to  assist individ-
uals   in  developing   and evaluating   these  programs.  EPA  wishes  to  emphasize
that  the specifications in this document  are  guidance, not regulations.

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     Although  not  addressed in  this  document, groundwater monitoring  is  also
required at  hazardous  waste land treatment units.   Requirements  pertaining to
groundwater monitoring are provided in Subpart F of Part 264.

1.1  BRIEF SUMMARY OF REGULATIONS

     Under the authority  of  Subtitle  C  of the Resource Conservation and Recov-
ery Act  (RCRA),  EPA promulgated  interim-final  regulations for  the treatment,
storage, and  disposal  of hazardous waste in  land disposal facilities  on  July
26,  1982 (40  CFR,  Part  264).   Included in  these  regulations were  standards
applicable to  hazardous  waste  land treatment units.   Section  264.278  of these
regulations  requires  that all  land  treatment units  have an  unsaturated  zone
monitoring program  that  is  capable of  determining whether hazardous  constitu-
ents have migrated below  the treatment  zone.   Appendix C  contains a reprint of
the §264.278  regulations  and  supporting preamble.   The monitoring program must
include  both soil-core and soil-pore liquid monitoring.  Monitoring for hazard-
ous  constituents must  be  performed  on  a  background  plot  (until  background
levels  are  established)  and  immediately  below the   treatment  zone  (active
portion).  The number, location, and depth  of soil-core  and  soil-pore liquid
samples  taken  must allow an  accurate  indication of  the   quality  of  soil-pore
liquid  and soil  below the  treatment  zone and  in  the background area.   The
regulations  require that  background values for soil-pore-liquid  be based on at
least  quarterly  sampling for  one year  on the background plot,  whereas  back-
ground  soil   core  sampling   values  may  be  based  on  one-time sampling.   The
frequency  and  timing  of soil-core and  soil-pore liquid sampling  on the active
portions must  be based on  the  frequency, time and rate  of waste application,
proximity  of  the treatment  zone to groundwater, soil  permeability, and amount
of  precipitation.   The  Regional  Administrator  will   specify  in  the  facility
permit the sampling and  analytical procedures  to  be  used.  The owner or opera-
tor  must also determine  if statistically significant increases  in  hazardous
constituents  have  occurred  below the treatment zone.   The regulations  provide
the  option of monitoring for  selected  indicator  hazardous   constituents  (or
"principal hazardous constituents"),  in  lieu  of all  hazardous  constituents.

1.2  OTHER AVAILABLE GUIDANCE

     Four  EPA documents  are  available  which  complement  the  material  in  this
document  on  unsaturated zone  monitoring.   Hazardous  Haste  Land  Treatment
(SW-874)  (EPA, 1983a) provides  information  on  site selection,  waste  charac-
terization,  treatment  demonstration  studies,  land  treatment  unit  design,
operation,  monitoring,  closure,  and  other  topics  useful   for  design  and
management of  land  treatment units.   Test Methods  for Evaluating  Solid  Haste
(SW-846)  (EPA, 1982b) provides  procedures  that  may be  used  to  evaluate  the
characteristics of hazardous waste as defined in 40  CFR  Part 261  of the  RCRA
regulations.    The manual  encompasses  methods  for  collecting  representative
samples  of solid  wastes,  and  for  determining  the   reactivity,  corrosivity,
ignitability,  and  composition  of the waste  and  the mobility  of  toxic  species
present  in   the  waste.    The   RCRA Guidance Document:   Land Treatment Units
(EPA,  1983b)  identifies  specific designs and operational procedures that  EPA
believes  accomplish  the  performance  requirements   in RCRA  Sections  264.272
(treatment  demonstration),   264.273   (design  and  operating  requirements),
264.278  (unsaturated  zone   monitoring),  264.280  (closure  and  post-closure
care).

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     A state-of-the-art  document entitled Vadose  Zone  Monitoring at Hazardous
Waste Sites  (Everett  et  al., 1983) describes the  applicability  of vadose zone
monitoring  techniques  to   hazardous  waste  site  investigations.   Physical,
chemical,  geologic,  topographic,  geohydrologic,  and  climatic  constraints for
vadose zone  monitoring are  described.   Vadose zone  monitoring  techniques are
categorized  for  premonitoring,  active,  and   post-closure  site  assessments.
Conceptual vadose  zone monitoring approaches are  developed  for specific waste
disposal  units  including   waste  piles,  landfills,  impoundments,  and  land
treatment units.

1.3  SOURCES OF DATA

     The  main  source  of  soils data  is  the Soil  Conservation  Service  (Mason,
1982).   This Federal   agency has offices  in  each county  and  also has  a main
office  for  each  state.    The  soil  survey reports  that  are  produced  by the
agency  provide maps,  textural, drainage,  erosion,  and  agricultural  informa-
tion.   In  addition to the soil  survey  reports,  each  county  office usually has
aerial  photographs that  provide general  information  on  the soils  in  a  parti-
cular area.   A local   soil scientist  often  can  provide  detailed information on
the area around the site.

     A  second source  of soils  data  can often  be obtained from  the  agricul-
tural  schools in  each state.   The  Agronomy or  Soils  Departments often have
valuable  information  that is pertinent  to  the  land  treatment  site.   Access to
this  data can  usually be  obtained   by  contacting the  department head  or by
contacting  the  State  Cooperative  Extension  Service  office   located  on  the
campus of  the  university.

     A  third source  of information on soils in an area  is found in County and
State  Engineering  Offices and  in  the Department  of  Transportation  or Highway
Departments  of the states.   Local drillers  that have worked  on construction
projects  or  have  drilled  water wells in  the  area can often  provide  informa-
tion on  the  soils  and  also on sources of information about an area.

     Regardless  of the  source  of  historic data,  however,  a  recent  detailed
assessment of the soils  at  the particular site should be made  by a qualified
soil  scientist.   This will  account  for  any changes that  may  have occurred at
the  site over the years, and  provide  the necessary detail to  evaluate local
soil conditions.

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                                  SECTION 2

                        UNSATURATED ZONE DESCRIPTION
     Monitoring  is  carried  out  at  hazardous  waste  land  treatment  units  for
two primary  reasons:   (1)  to assess the efficiency of  the  soil  processes that
degrade  incorporated  wastes,  and  (2)  to  detect the  migration  of  hazardous
constituents beneath  the treatment zone.   The  "treatment zone"  refers  to  the
area  in  which all  degradation,  transformation,  or  immobilization must occur
(EPA,  1982a).   The  maximum  depth  of  this  zone must  be no  more  than  1.5 m (5
feet)  from the  initial  land  surface and  at  least  1  m (3  feet)  above  the
seasonal high water table (EPA, 1982a).

     The  geological  profile  extending  from   ground   surface   (including  the
treatment  zone)  to  the upper surface of the  principal  water-bearing  formation
is called  the  vadose  zone.   As pointed out by  Bouwer  (1978),  the term "vadose
zone"  is  preferable to the often-used term "unsaturated  zone"  because satura-
ted  regions  are  frequently  present  in  the  vadose  zone.   The  term  "zone  of
aeration"  is  also often used  synonymously.  In  this  report we  shall  use  the
term  "unsaturated"  to be consistent with  the  terminology used  in  the regula-
tions.  Davis  and De Wiest  (1966)  subdivided the unsaturated zone into three
regions designated  as:   the  soil  zone, the intermediate  unsaturated  zone,  and
the capillary fringe.

2.1  SOIL ZONE

     The  surface  soil  zone  is   generally  recognized as  that   region  that
manifests  the  effects  of  weathering  of  native  geological  material.   The
movement  of  water  in  the  soil zone  occurs mainly as  unsaturated  flow caused
by infiltration,  percolation,  redistribution,  and evaporation  (Klute,  1965).
In  some  soils,  primarily  those   containing   horizons of  low  permeability,
saturated  regions  may  develop   during  waste  spreading,   creating  shallow
perched water tables  (Everett, 1980).

     The  physics  of  unsaturated   soil-water   movement has  been  intensively
studied by soil   physicists,  agricultural  engineers, and  microclimatologists.
In  fact,   copious  literature   is   available  on  the   subject  in  periodicals
(Journal  of  the  Soil  Science Society  of America,  Soil  Science) and  books
(Childs,  1969;  Kirkham  and  Powers,  1972;  Hillel, 1971,  Hillel,  1980;  Hanks
and  Ashcroft,   1980).   Similarly,  a number  of  published   references  on  the
theory of  flow in  shallow  perched water tables  are  available  (Luthin,  1957;
van  Schilfgaarde,  1970).   Soil  chemists  and  soil  microbiologists have  also
attempted  to quantify  chemical-microbiological  transformations  during  soil-
water  movement  (Bohn,   McNeal,  and  O'Connor,  1979;   Rhoades  and  Bernstein,
1971; Dunlap and McNabb, 1973).

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2.2  INTERMEDIATE UNSATURATED ZONE

     Weathered materials  of  the soil zone may  gradually  merge with underlying
deposits,  which   are  generally  unweathered,   comprising   the  intermediate
unsaturated zone.   In some regions, this zone  may  be practically nonexistent,
the soil  zone  merging directly with bedrock.   In alluvial  deposits of western
valleys,  however,  this zone may be  hundreds  of  feet thick.   Figure  2-1 shows
a  geologic  cross  section through an  unsaturated zone in an  alluvial  basin in
California.  By  the  nature  of the  processes  by which  such  alluvium  is  laid
down,  this  zone  is unlikely to  be  uniform throughout, but may  contain micro-
or  macrolenses of  silts  and  clays  interbedding with  gravels.   Water  in  the
intermediate unsaturated  zone  may  exist primarily  in  the unsaturated state,
and  in  regions  receiving little  inflow from  above,  flow  velocities  may  be
negligible.  Perched  groundwater,  however,   may  develop in  the  interfacial
deposits  of  regions containing varying textures.  Such perching  layers may be
hydraulically  connected  to  ephemeral  or  perennial   stream  channels   so that,
respectively,  temporary   or   permanent  perched  water  tables   may   develop.
Alternatively, saturated  conditions may develop  as  a result  of  deep  percola-
tion  of  water  from  the  soil  zone  during  prolonged  surface  application.
Studies  by McWhorter  and Brookman  (1972)  and Wilson  (1971)  have shown  that
perching  layers  intercepting   downward-moving  water may transmit  the  water
laterally  at  substantial  rates.   Thus,  these  layers  serve  as  underground
spreading  regions  transmitting water laterally away  from the  overlying source
area.   Eventually,  water  leaks downward from these  layers and may intercept a
substantial  area  of  the  water table.   Because  of  dilution  and  mixing below
the water table,  the effects of waste spreading  may  not  be noticeable until a
large  volume of the aquifer has been affected.

     The  number of studies on water movement in  the  soil zone greatly exceeds
the  studies  in the  intermediate  zone.   Reasoning from Darcy's  equation,  Hall
(1955)  developed  a number of equations to characterize mound  (perched ground-
water)  development in the intermediate zone.   Hall  also  discusses the hydrau-
lic  energy relationships during lateral  flow in perched groundwater.   Freeze
(1969)  attempted  to  describe  the  continuum  of  flow  between  the  soil  surface
and  underlying saturated water  bodies.   Bear  et  al.  (1968)  described  the
requisite  conditions  for  perched   groundwater  formation  when  a  region  of
higher  permeability overlies a region of  lower  permeability  in  the  unsatura-
ted zone.

2.3  CAPILLARY FRINGE

     The  base  of  the  unsaturated  zone,  the  capillary fringe,  merges  with
underlying saturated  deposits  of the principal  water-bearing  formation.  This
zone is  not  characterized as much  by the nature  of  geological materials as by
the  presence  of  water  under  conditions  of  saturation or  near  saturation.
Studies  by Luthin  and Day (1955)  and Kraijenhoff van deLeur  (1962) have shown
that both the hydraulic conductivity and flux may remain high  for some vertical
distance in the capillary fringe, depending on the nature of the materials.   In
general,  the  thickness of  the capillary fringe  is  greater in  fine  materials
than in  coarse deposits.   Apparently,  few studies have been  conducted on  flow
and chemical transformations  in this zone.   Taylor  and  Luthin (1969)  reported
on a computer  model to characterize  transient  flow in this  zone  and  compared
results with data  from a sand tank model.  Freeze  and  Cherry (1979)  indicated
that oil reaching the  water  table  following  leakage  from a surface  source

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       900 r
       830 -
       800
       750
       700
     LU
        650
        600
        550
        500
•rrSjSrS' VADOSE ZONE
                                           HYDROGRAPH
              -.T.T.TXa^ GROUNDWATER ZONE
                          11 I  I II i 1  I I I 1 I  I I I 1 1  I I 1 I  1 11 M I I
              ^==^rB
                             4O
                      45     50     55
                           YEAR
60    65
          pBASE OF AQUIFER ELEVATION 200 FT
Figure  2-1.  Cross section through the unsaturated zone (vadose zone)
            and groundwater zone (Ayers  and Branson, 1973)

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flows in a lateral  direction  within the capillary fringe in close proximity to
the water table.  Because oil and water are immiscible, oil does not penetrate
below the water table, although some dissolution may occur.

     The overall  thickness of  the  unsaturated zone  is  not  necessarily con-
stant.  For  example,  as a result of recharge at a water  table  during  a waste
disposal  operation,  a  mound  may   develop  throughout the  capillary  fringe
extending into  the intermediate zone.   Such  mounds have  been  observed during
recharge studies  (e.g.,  Wilson, 1971)  and  efforts  have been made  to quantify
their growth and dissipation  (Hantush,  1967; Bouwer, 1978).

     As  already  indicated,   the  state of  knowledge  of   water  movement  and
chemical-microbiological  transformations  is  greater   in  the soil  zone  than
elsewhere in the  unsaturated zone.  Renovation  of applied  wastewater occurs
primarily in the  soil zone.  This  observation  is borne out  by  the well-known
studies of McMichael  and McKee (1966),  Parizek et al. (1967), and  Sopper and
Kardos  (1973).  These studies indicate that the  soil  is essentially a  "living
filter"  that   effectively  reduces  certain  microbiological,   physical,  and
chemical constituents  to safe levels after passage through a relatively short
distance (e.g., Miller, 1973;  Thomas,  1973).  As  a  result of such favorable
observations,  a certain  complacency may  have  developed  with  respect   to  the
need to monitor only in the soil zone.

     Dunlap  and  McNabb  (1973)'  point   out  that  microbial  activity  may  be
significant  in  the regions  underlying the  soil.  They  recommend  that investi-
gations be  conducted  to  quantify  the  extent that  such activity modifies  the
nature of pollutants travelling through the intermediate zone.

     For the soil  zone, numerous  analytical techniques were  compiled by Black
(1965)  into  a  two-volume  series  entitled  "Methods  of Soil  Analyses."   Moni-
toring  in  the  intermediate zone and capillary  fringe  will  require  the exten-
sion  of technology  developed in both  the soil  zone  and in the  groundwater
zone.   Examples are already  available where this approach  has been  used.  For
example, Apgar and Langmuir  (1971) successfully  used  suction cups developed
for  in  situ  sampling  of the  soil  solution at  depths  up   to  50  feet  below  a
sanitary landfill.   J.R. Meyer (personal  communication,  1979)   reported  that
suction cups were used  to  sample  at depths  greater  than   100 feet  below land
surface at cannery and rock phosphate disposal sites in California.

2.4  FLOW REGIMES

     Both  soil-core  and soil-pore  liquid monitoring are  required  in  the
unsaturated  zone.   These two  monitoring procedures are intended  to complement
one another.   Soil-core monitoring  will  provide information primarily  on  the
movement of  "slower-moving"  hazardous  constituents  (such  as  heavy metals),
whereas  soil-pore  liquid monitoring   will   provide  additional  data  on  the
movement of  fast-moving,  highly  soluble  hazardous  constituents.   Questions
have arisen,  however,  as to  the  methods to  obtain  a  soil  pore-liquid sample
in a highly structured soil, e.g., clay.

     Recent  studies  have demonstrated  that soil  water movement  in  the unsat-
urated zone  is  considerably more complex  than  the classical concept and that
rapid  infiltration to  soil   depths not predicted  by Darcian  flow  commonly

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occurs  in  soils  with continuous,  structural  macropores.  Thus,  a  non-Darcian
flow regime  capable  of  transmitting significant quantities of  liquid  has  been
recognized  in  the  unsaturated zone.   The results  of  these  studies  and  the
occurrence of a  macropore flow regime indicate distinct limitations to  vacuum
operated  lysimeters  and  the  potential  usefulness of  gravity lysimeters  for
soil-pore liquid monitoring  in highly structured soils  or soils  with  numerous
and continuous macropores (W. Doucette, 1984, personal communication).

     Current  literature  on  soil  water  movement  in  the   unsaturated  zone
describes  two  flow  regimes,   the  classical  wetting   front  infiltration  of
Bodman  and  Colman  (1943)  and a  transport  phenomena  labeled  as  flow  down
macropore, non-capillary  flow, subsurface storm flow, channel  flow, and other
descriptive  names,  but  hereafter  referred  to  as macropore flow.   The classi-
cal  concept of  infiltration  depicts a  distinct,  somewhat   uniform,  wetting
front  slowly advancing  in a Darcian  flow regime after  a  precipitation  event.
The  maximum soil  moisture  content  approaches  field capacity.   Contemporary
models combine this classical concept with the macropore flow phenomena.

2.4.1  Darcian Flow

     The  fundamental  principle of unsaturated and  saturated  flow is  Darcy's
Law.   In  1856 Henry  Darcy,  in  a treatise on water supply, reported on experi-
ments  of  the flow of water  through sands.  He  found that flows were  propor-
tional  to the  head  loss  and  inversely proportional  to  the  thickness of  sand
traversed by the water.   Considering generalized sand column with a flow  rate
Q  through  a  cylinder of  cross-sectional  area  A,  Darcy's law  can be expressed
as:


       Q = KA^                                                   (2-1)


  More generally, the velocity

       w -   Q - K dh                                               (? ?\
       V -  TT - K. -JT-                                               U-^)
  where dh/dL  is  the hydraulic gradient.   The quantity K  is  a  proportionality
  constant known as the coefficient of permeability, or hydraulic conductivity.
  The  velocity  in  Eq.  (2-2) is an apparent  one,  defined  in terms of  the' dis-
  charge and  the  gross cross-sectional  area of the porous  medium.   The actual
  velocity varies from point to point throughout the column.

       Darcy's  law  is  applicable only within  the laminar range of  flow where
  resistive forces  govern  flow.   As  velocities increase,  inertial forces,  and
  ultimately turbulent flows,  cause deviations from the linear  relation of  Eq.
  (2-2).  Fortunately, for most natural groundwater motion, Darcy's  law can be
  applied.

  2.4.2  Macropore Flow

       The macropore flow phenomena  involves  the  rapid  transmission  of  free
  water through large, continuous  pores or channels to  depths greater  than
  predicted by  Darcian flow  during  and/or  for  a  short   time  period  after  a
  precipitation event.   The  observation  that  a  significant amount of  water

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  movement can  occur in  soil  macropores was  first reported by  Lawes et  al.
  (1882).   Reviews of subsequent work are provided by Whipkey (1967) and Thomas
  and Phillips (1979).  Macropore flow can occur  in  soils  at moisture contents
  less than field capacity (Thomas et al., 1978).   The  depth of macropore flow
  penetration is a function of  initial  water content, the  intensity  and  dura-
  tion of the precipitation event and the nature of  the macropores (Aubertin,
  1971; Quisenberry  and Phillips, 1976).  Macropores need  not extend to  the
  soil surface  for  flow down  to  occur,  nor  need  they be very  large  or cylin-
  drical   (Thomas  and Phillips,  1979).   Exemplifying the  role  of  macropores,
  Bouma et al.  (1979) reported  that  planar pores  with an effective  width  of 90
  urn  occupying  a  volume  of 2.4% were primarily  responsible for a relatively
  high hydraulic  conductivity of 60  cm day"   in a  clay soil.   Aubertin (1971)
  found that water can  move through  macropores very quickly to depths  of  10  m
  or  more in  sloping forested  soils.   Liquid moving  in  the  macropore  flow
  regime  is  likely to  bypass  the soil  solution  in  intraped  or matrix  pores
  surrounding the macropores and result in only partial  displacement or disper-
  sion of dissolved  constituents (Quisenberry  and Phillips, 1978;  Wild,  1972;
  Shuford et  al.,  1977;  Kissel  et al.,  1973; Bouma and Wosten,  1979; Anderson
  and Bouma, 1977).

       The current  concept of  infiltration  in well  structured  soils combines
  both classical  wetting  front movement  and macropore  flow.  Aubertin (1971)
  found that the bulk  of the  soil  surrounding the  macropores  was  wetted  by
  radical  movement from the macropores sometime after macropore  flow  occurred.
  A  number of researchers have  presented mathematical models in an attempt to
  explain the macropore  flow phenomena  (Beven and  Germann, 1981;  Edwards  et
  al., 1979; Hoogmoed and Bouma, 1980; Skopp  et al., 1981).

       Thomas and Phillips  (1979) listed four  consequences  of  rapid  macropore
  flow:

          (i)     The value of a rain  or irrigation to plants will  general-
                 ly not be so high as anticipated  since  some of  the  water
                 may move below the root zone.

        (ii)     Recharge of groundwater and  springs can begin long  before
                 the soil  reaches field capacity.

       (iii)     Some of the salts in the surface  of a soil  will  be  moved
                 to a much greater depth after  a rain or irrigation  than
                 predicted by piston  displacement.  On the  other hand,
                 much of the salt will be bypassed and remain near the
                 soil surface.

        (iv)     Because of this, it  is not likely that  water will carry a
                 surge of contaminants to groundwater at some time that is
                 predictable by Darcian theory.

     The  occurrence  of  macropore flow poses  serious  implications for unsatur-
ated  zone monitoring and the protection of  groundwater from the  land treat-
ment  of hazardous wastes.  The first implication  is that  contaminated  water
may  flow  rapidly  through the treatment  zone and  not receive  full  treatment.
Under this  short  circuit scenario groundwater contamination is probable  when
a  shallow,   well  structured  soil  is  underlain  by  creviced  bedrock  (e.g.,

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limestone solution  channels,  Shaffer et al.,  1979)  and/or a high water table
(Anderson and Bouma,  1977).   The second implication is that  hazardous  consti-
tuents moving with  the  rapid  macropore flow may not be detected  using  suction
lysimetry (W. Doucette,  1984,  personal  communication).

     Only two studies were found to have  examined the possibility  of  suction
lysimeter  bypass.   Shaffer  et  al.  (1979)  found  that  under  wet  conditions
typical  of  wastewater   irrigation  operations,  suction   lysimeters  did  not
sample the majority of  water  passing  the depths of sampler  installation.   The
suction  lysimeters  did  not have the  ability  to  sample  rapidly moving water
which  had either  a  higher  or  lower   ion  concentration   than  the  bulk  soil
solution.  They concluded  that vertically  installed suction  lysimeters  are
unsuited  to  test the composition  of  leachate  water when  a  highly  structured
soil  is  kept in a high state  of water content.  Barbee  (1983) found that for
structured clay  soils in Texas that  samples collected  by  a pan  type lysimeter
called a  'glass brick1  were more  consistently available  and more  representa-
tive  of  a chemical  pulse  moving in the unsaturated zone  than  suction lysi-
meters.   In  both studies  the suction  lysimetry  deficiencies were  associated
with  the  preferential movement of  water through macropores at  structural  unit
boundaries.   (Note:   Soil  structural  units  are called  peds, hence,  macropore
flow  will occur in  interped  spaces).   Additionally, the  macropore flow  bypas-
sing  the  suction lysimeters was collectable in a  pan-type  lysimeter.   Angular
installation  of  suction   lysimeters  improves  the  monitoring  efficiency  of
these  devices in structured  soils, but  pan  lysimeters  still more effectively
collect macropore flow that occurs  in these soils.

      Because  of the  above concerns,  the extent of macropore flow within  the
treatment zone  of  the proposed  land treatment  site  should be fully  evaluated
in  the  treatment  demonstration,  which is  required for  all  land  treatment
units  in §264.272  of the regulations.   This   may be accomplished  through  a
monitoring  program  including  both  suction  and  pan-type  lysimeters.    This
evaluation will  assist  in  determining  the acceptability of  the site for  land
treatment  and  in  defining the  most  appropriate  soil  pore-liquid  monitoring
approach  for that  site.   Owners  and  operators of  sites   at which  macropore
flow  is   the  dominate  flow  regime  may be  unable to  demonstrate  successful
treatment within the treatment zone.
                                       10

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                                  SECTION 3

                            SOIL-CORE MONITORING
     The purposes  of this  section are  twofold:   (1) to  describe  representa-
tive devices  for obtaining  soil  cores  during  unsaturated zone  monitoring  at
land-treatment  units,  and  (2) to  describe  procedures  for  obtaining  soil
samples using these devices.

3.1  GENERAL EQUIPMENT CLASSIFICATION

     Soil  samplers  are  divided into  two  general groups,  namely:    (1)  hand-
held samplers and (2) power-driven samplers.

3.1.1  Hand-Held Samplers

     As  suggested  by their title,  hand-held  samplers include all  devices  for
obtaining  soil  cores  using manual  power.   Historically,  these devices  were
developed  for  obtaining   soil   samples  during   agricultural   investigations
(e.g.,  determining  soil  salinity and  soil  fertility,  characterizing  soil
texture, determining  soil-water content, etc.) and during  engineering  studies
(e.g.,  determining  bearing  capacity).   For convenience  of discussion,  these
samplers   are   categorized   as   follows:   (a)  screw-type  augers,   (b) barrel
augers,  and  (c) tube-type  samplers.   Soil  samples obtained  using  either  the
screw  type sampler  or barrel augers  are disturbed and not truly core  samples
as  obtained  by the  tube-type  samplers.   Nevertheless,  the samples  are  still
suitable for use in detecting the presence of pollutants.

3.1.1.1  Screw-Type Augers--

     The  screw  or   flight  auger  essentially  consists   of a  small   diameter
(e.g.,  li  inch) wood auger  from  which  the cutting side  flanges and tip  have
been removed  (Soil  Survey Staff 1951).  The  auger is welded onto  a  length  of
tubing  or  rod.   The upper  end  of  this extension  contains  a  threaded coupling
for  attachment  to  extension  rods  (Figure  3-1).   As  many  extension  rods  are
used  as required  to reach  the total  monitoring depth.   A wooden  or  metal'
handle  fits  into a  tee-type coupling,  screwed  into  the  uppermost  extension
rod.   During sampling, the  handle  is  twisted manually and  the  auger  literally
screws  itself  into  the soil.   Upon removal  of the tool, the soil  is retained
on the auger flights.

     According  to the  Soil  Survey Staff (1951),  the  spiral part of  the  auger
should  be  about 7 inches long,  with  the distances between flights  about  the
same as  the diameter  (e.g.,  li inches)  of the auger to  facilitate  measuring
the depth  of  penetration of the tool.   The rod  portion  of the auger  and  the
extensions  are  circumscribed  by  etched marks in  even  increments  (e.g.,  in
6 inch increments) above the base of the  auger.
                                       11

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Figure 3-1.  Screw-type auger/spiral  auger
                    12

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     Screw-type augers  operate more  favorably in wet  rather than  dry soils.
Sampling  in  very  dry  (e.g.,  powdery)  soils  may  not  be  possible  with  these
augers.

3.1.1.2  Barrel Augers—

     Basically,  barrel   augers  consist  of  a  short  tube  or cylinder  within
which  the soil  sample   is  retained.   Components  of this  sampler  consist  of
(1) a  penetrating  bit  with cutting edges,  (2) the barrel, and  (3)  two shanks
welded to  the  barrel  at one end  and  a  threaded section at the  other  end  (see
Figure 3-2).   Extension  rods  are  attached as  required  to   reach  the  total
sampling depth.  The uppermost extension rod contains  a  tee-type  coupling  for
attachment of  a  handle.  The extensions  are marked  in even  depth-wise incre-
ments above the base of the tool.

     In operation,  the  sampler  is placed vertically into the  soil  surface  and
turned to  advance  the  tool  into the ground.  When  the barrel  is filled,  the
unit  is  withdrawn  from  the  soil  cavity and  the soil  is  removed from  the
barrel.   Barrel   augers  generally  provide  a   greater sample  size  than  the
spiral type augers.

3.1.1.3  Post-Hole Augers—

     The simplest  and most  readily  available barrel  auger  is  the  common  post-
hole auger (also called  the  Iwan-type  auger,  see Acker,  1974).  As  shown  in
Figure 3-2,  the barrel  part of  this auger is  not completely  solid   and  the
barrel  is  slightly  tapered  toward  the cutting  bit.   The  tapered  barrel
together  with the  taper  on  the penetrating  segment help   to retain  soils
within the barrel.

3.1.1.4  Dutch-Type Auger—

     The  so-called Dutch-type  auger  is  really  a  smaller  variation  of  the
post-hole  auger  design.   As shown in Figure 3-3,  the  pointed bit is  attached
to  two narrow,  curved   body  segments,  welded  onto  the  shanks.  The  outside
diameter  of  the  barrel   is  generally only  about  3 inches.   These  tools  are
best suited for sampling in heavy (e.g., clay), wet soils.

3.1.1.5  Regular or General Purpose Barrel Auger—

     A  version  of the  barrel  auger commonly  used  by  soil   scientists  and
county agents  is  depicted  in  Figure 3-4.   As  shown,  the barrel   portion  of
this auger is  completely enclosed.   As  with the post-hole auger, the  cutting
blades are arranged so   that the  soil is loosened and  forced into  the  barrel
as the unit  is rotated  and pushed  into  the soil.   Each filling of  the barrel
corresponds  to a  depth of  penetration  of  about  3 to 5 inches (Soil  Survey
Staff,  1951).    The most  popular  barrel diameter  is 3£  inches,  but  sizes
ranging from H  inches  to 5 inches  are  available  (Art's Machine Shop,  person-
al communication, 1983).

     The cutting  blades are arranged to promote  the  retention  of  the  sample
within the barrel.  Extension  rods  can be made  from either  standard  black
pipe or  from  light-weight  conduit  or seamless  steel  tubing.   The  extensions
are  circumscribed  by evenly-spaced  marks to  facilitate  determining  sampling
depth.

                                       13

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                            HANDLE
                             SHANK
                             BARREL
                             BIT
Figure 3-2.  Post-hole type of barrel auger
                  14

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Figure 3-3.   Dutch auger (Art's Machine Shop,  1982)
                       15

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                                    Cross handles and extensions are
                                    available In two materials and fit all
                                    extendable equipment.
                                                   -
                             H'NC
                             threaded pin
                             coupling
                             Extra strong
                             baH of
                             carbon steel,
                              y«* thick
                             and1V«"
                             wide

                                                       %" thinwall
                                                       lightweight
                                                       conduit
                             Hard drawn
                             stainless
                             steel cyfcxler,
                             smooth sur-
                             face, wHI not
                             rust
                             Forged high-
                             carbon alloy
                             steel bits
                             with steme hard
                             surfaced
                             edges, shar-
                             pened to a
                             fine cutting
                                                                   4130 aircraft
                                                                   quality,
                                                                   chrome
                                                                   molybdenum
                                                                   seamless
                                                                   tubing
Figure  3-4.   Regular auger  (Art's  Machine  Shop,  1982)
                                   16

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3.1.1.6  Sand Augers--

     The  regular type  of barrel  auger described  in  the  last  paragraphs  is
suitable for core sampling  in loam type soils.  For  extremely  dry sandy soils
it may be  necessary  to use a variation of  the  regular sampler, which includes
a specially-formed penetrating  bit to retain the sample  in  the barrel  (Figure
3-5).

3.1.1.7  Mud Augers--

     Another variation on the  standard barrel  auger design is  available  for
sampling heavy,  wet  soils or clay soils.   As shown  in  Figure  3-6,  the  barrel
is  designed with  open sides  to  facilitate  extraction  of  the  samples.   The
penetrating  bits are  the  same as  those  used on  the  regular  barrel  auger
(Art's Machine Shop, personal communication, 1983).

3.1.1.8  Tube-Type Samplers--

     Tube-type samplers differ  from barrel  augers in  that the  tube-type units
are  generally  of smaller  diameter  and  their  overall  length   is  generally
greater  than the barrel  augers.   These units are not as  suitable for sampling
in  dense,  stoney soils as are  the barrel  augers.  Commonly used  varieties  of
tube  type  samplers  include  soil-sampling  tubes, Veihmeyer tubes  (also  called
King  tubes),  thin-walled  drive samplers,  and  peat  samplers.   The  tube-type
samplers are preferred if an undisturbed sample is required.

     3.1.1.8.1   Soil-sampling tubes—As  depicted in  Figure  3-7,  soil-sampling
tubes  consist  of a  hardened  cutting  tip,  a cut-away barrel, and  an uppermost
threaded  segment.   The tube  is  attached  to  sections  of tubing to  attain  the
requisite   sampling  depth.   A  cross-handle  is  attached  to  the  uppermost
segment.

     The  cut-away barrel  is designed  to  facilitate examining  soil  layering
and  to allow  for the  easy removal  of soil  samples.   Generally,  the  tubes  are
constructed from high strength  alloy steel  (Clements  Associates  Inc.,  1983).
The  sampler is  available  in three common lengths,  namely,  12  inches, 15 inch-
es,  and  18 inches.    Two modified   versions  of  the  tip  are  available  for
sampling either  in wet or dry  soils.   Depending on  the  type of  cutting edge,
the  tube  samplers obtain  samples  varying in  diameter from 11/16  inches  to  3/4
inches.

     Extension   rods  are  manufactured  from   light-weight,   durable   metal.
Extensions  are  available  in  a  variety  of  lengths  depending  on  the manufac-
turer.  Markings on  the extensions facilitate determining sample depths.

     Sampling with  these  units  requires  forcing the tube  in  vertical  incre-
ments  into the  soil.   When  the tube is filled at  each depth the  handle  is
twisted and the  assembly  is  then  pulled to the  surface.  Commercial  units  are
available  with  attachments which  allow foot pressure  to be applied to force
the sampler into the ground.
                                       17

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Figure 3-5.   Sand auger (Art's Machine Shop, 1982)
                        L£

-------
Figure 3-6.   Mud auger (Art's Machine Shop,  1982)
                       19

-------
Figure 3-7.
Soil sampling tube
Inc., 1983)
(Clements  Associates,
                         20

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     3.1.1.8.2  Veihmeyer  tube—In  contrast to  the  soil  probe,  the  Veihmeyer
tube consists  of  a long,  solid tube  which is driven to  the  required sampling
depth.   Components of  the  Veihmeyer  tube are  depicted  in  Figure 3-8.   As
shown, these  units consist of a  bevelled tip which is threaded  into the body
tube.   The upper  end  of  the  cylinder  is  threaded  into  a drive  head.   A
weighted  drive hammer  fits into the  tube to  facilitate driving  the  sampler
into  the  soil.  Slots  in the hammer  head fit  into ears  on  the  drive  head.
Pulling or jerking up on the hammer forces the sampler out of the cavity.

     The  components of  this sampler are  constructed from hardened  metal.  The
tube is generally marked in even, depth-wise increments.

     3.1.1.8.3   Thin  walled drive samplers—In  some circumstances,  it may  be
desirable  to  obtain  a relatively "undisturbed" sample from beneath  the  treat-
ment  zone.   The  sampling  tubes  described  in  the  previous  sections  may  be
suitable  in  most  cases.    An  alternative  method  is  to  use  the  so-called
thin-walled drive  samplers.  A  common variety  of  these  samplers  is depicted
in  Figure 3-9.  As shown,  the  tool consists  of a thin-walled  seamless  steel
tube, with  a  bevelled cutting  tip,  and a head unit threaded to  fit a standard
drill  rod.   The head contains  a  ball  check  valve  for  releasing air from the
cylinder  during sampling.  An alternate  version, which  facilitates  examining
and  removing  the sample,  is the  split-tube sampler.   In  this unit  the  barrel
of  the  sampler is split  longitudinally.   During  sampling,  the two  halves are
placed  together and  a  hardened  shoe  with  a  cutting  tip  is threaded  onto one
end  of  the tube  and  the  drive  head  assembly is  screwed onto the other end.
Some  split-spoon  samplers  are  available with  a solid barrel  which houses  a
thin-walled split  shell.

     The  tubes are available  in  diameters ranging  from  2 inches  to 5  inches
O.D.,  although 3  inch  O.D.  seems  to  be quite  popular.   Similarly, the most
commonly-used  tubing  length is 18 inches  (Acker, 1974).

      In  operation,  these  samplers  are  attached  to  the  drill  rod and  the
assembly  is lowered to the  base  of a cavity  excavated by an  auger.   The tube
is  then  forced into the undisturbed soil.  Figure 3-10 illustrates  one  method
for  pushing the sampler into the soil  using a drive weight.   The drive  weight
can  be  raised  and dropped either  by  hand using a  tripod or pulley arrange-
ment, or  by a  power-driven  hoist.

     3.1.1.8.4  Peat sampler—At some  sites, the  soils   may  be  sufficiently
saturated  with  organics  that  the Davis  peat  sampler  may  be  required  to
extract  a  sample.   This  unit  consists  of a  sampling   tube  and an  internal
plunger  containing  a  cone-shaped  point,  which  extends   beyond  the  sampling
tube,  and  spring  catch at  the   upper  end.  Prior  to  sampling,  the unit  is
forced  to  the  required   depth,  then  the internal  plunger  is  withdrawn  by
releasing  the spring catch  via  an  actuating  rod  assembly.   The next step  is
to  force the  cylinder  down and  the  undisturbed soil  to the required  depth,
and  then withdrawing  the  assembly with  the  collected  sample.   According  to
Acker  (1974),  the  sample  removed is  3/4 inch  diameter and   5i   inches  in
length.
                                       21

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                      drive hammer
          n
head
                       tube
           J
 point
Figure 3-8.   Veihmeyer tube
             22

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MEAO.MCOLE SECTION 7 ,V«LVE, RUBBER SEAT
                    /SCREW
                   / •  ,^M6aO. BOTTOM SECTION
VWLL TUBE
             Figure 3-9.   Thin-walled drive sampler
                                    23

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                                  DRIVE COUPLING
                                     DRIVE SHOE
        SPLIT TUBE SAMPLER.
        IN UNDISTURBED SOIL
Figure 3-10.   Driving sampling (Acker,  1974)
                         24

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3.1.2  Power-Driven Samplers

     Inasmuch  as  the maximum  depth required  for soil-core sampling  at land-
treatment sites is  only 6 feet, the hand-held  units  described in the previous
section  will  probably  be adequate  in most  cases.   For  some  special  situa-
tions, however, it may be necessary to utilize power-driven augers or hoists.

3.1.2.1  Hand-Held Power Augers—

     A  very simple, commercially  available auger  consists  of  a  flight auger
attached  to and driven  by  a  small  air-cooled engine.  A  set  of  two handles
are  attached  to the head  assembly to allow  two  operators  to  guide  the auger
into the  soil.  Throttle and clutch controls are integrated into  grips  on the
handles.

3.1.2.2  Truck-Mounted Augers-

     Small  drill  rigs  are  commercially  available  for mounting  on   a  pickup
truck.   Similar units may  be constructed  in  a machine  shop   (Kelley et  al.,
1947).   The tower which supports the drive head  and  drill  rod folds  down  into
a  horizontal  position during  transport.   These  units are  commonly  used  with
flight  augers  for  sampling,  although  drive samplers  can  be  obtained using a
cathead hoist.

3.1.2.3  Tripod Mounted Power  Samplers--

     Drive  samples  can  be  obtained using  a  commercially-available  motorized
cathead  hoist   (Acker,  1974).   This unit  consists  of an  engine  mounted  near
the  base of one leg of  the  tripod and a cathead assembly.   One  section  of a
manila  rope is wound around  the  cathead  and passed  through a pulley attached
to  the  top of  the  tripod.   The end of this  section  is attached  to  the drive
assembly  of the sampler.   The other end of the manila rope  is used to tighten
or  release  the rope wound  around the cathead  to raise and lower  the sampler
unit.

3.2  CRITERIA  FOR SELECTING SOIL SAMPLERS

     Important  criteria  to  consider  when  selecting  soil-sampling  tools  for
soil monitoring at  land  treatment  units  include:   (1) capability  for obtain-
ing  a  core  sample,  (2) suitability for sampling  various  soil  types,  (3) suit-
ability  for sampling  soils  under various  moisture  conditions,  (4) accessi-
bility  to sampling  site  during  poor on-site surface  conditions,  (5) relative
sample  size  obtained,  and  (6)  labor requirements.   Each   of  the  sampling
techniques  described  in  the  previous  sections  were  evaluated  for  these
criterion and  the  results are summarized  in Table 3-1.  This section briefly
reviews each of the selection  criteria.

3.2.1  Capability for Obtaining a Core Sample

     The  RCRA  requirements   specify  soil-core  sampling  for   hazardous  waste
land treatment units.   The  intent  of the  regulations was not to  limit  the
techniques  to  "cores"  just soils  which  are representative of those  below the
treatment zone.  Strictly speaking,  screw-type  augers and barrel augers  do not
obtain soil cores.   Nevertheless, provided they obtain representative  samples,


                                       25

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                                  TABLE 3-1.   CRITERIA  FOR  SELECTING SOIL  SAMPLING  EQUIPMENT
cr>
Type of Sampler
A. Hand Auger
1. Screw-Type Augers
2. Barrel Augers
a. Post-Hole Auger
b. Dutch Auger
c. Regular Barrel Auger
d. Sand Augers
e. Mud Augers
Obtains Core Most Suitable Operation in
Sample Core Types Stoney Soils
Yes No Coh Coh'less Eit Fav Unfav
X XX
XX X
XX X
XX X
XX X
X X X
Most Suitable
Soil Moisture
Conditions
Wet Dry Inter
X
X
X
X
X
X
Access, to Sampl.
Sites During Poor Relative Labor Req'mts
Soil Conditions Sample Size Sngl 2/More
Yes No Sm Lg
XXX
X XX

X X x
X XX
X XX
   3.  Tube-Type Samplers
      a. Soil Probes
         (1) Wet Tips
         (2) Dry Tips

      b. Yeihmeyer Tubes

      c. Thin-Walled Tube  Samplers
      d. Peat Samplers

B.  Power Auger
   1.  Hand-Held Screw Type Power Auger

   2.  Truck Mounted Auger

      a. Screw Type

      b. Drive Sampler
   3.  Tripod Mounted Drive Sampler
X
X
X X
X X
X
XXX X X x *
X X XX
X X X x X
XX X X X
XX XX X x
X
X
X X
X X
XXX XX X
X XXX X
XXX X

-------
these  units   can  be  used   to   obtain  soil  samples   from   the  requisite
monitoring depth.

3.2.2  Soil Types

     Land  treatment  sites  located  on  soils  of  intermediate  texture  (i.e.,
loams),  require  the  use  of  regular  augers.   The  soils  below the  treatment
zone may  be predominately either  cohesive (e.g.,  clay types)  or  cohesionless
(e.g,  sands).   For  either of  these  extreme  conditions   some  tools are  more
effective  than  others  for  obtaining  and  retaining  the  samples.   Alterna-
tively,  special  tools  are   available  when   either of  these  conditions  is
encountered.   For example, sand  augers are a  variation of  the  standard  barrel
auger  designed for  sampling  in cohesionless  soils.  Similarly, Dutch  augers
and mud augers are best suited for cohesive soils.

     As  described  in  a  later  section,  special  attachments,  called  core
catchers,  are  available  to  assist  in retaining  core  samples   in  thin-walled
samplers when dry cohesionless soils are being sampled.

3.2.3  Soil Moisture Content

3.2.3.1  Wet Soils-

     It may be difficult  to  retain soil samples within a  sampler in  very  wet,
sticky  soils.    Hand-held samplers  which  are  particularly  suited  for  such
soils  include   Dutch  augers,  mud augers, and  special  soil  sampling  tubes.
Thin-walled  drive  samplers  with  built  in  sampler  retainers   could  also  be
used.

     Peat  samplers   are   designed  for  sampling  in  wet,   organic  soils.   The
operating  principles  of  each  of  these  units  were  described  in  previous
sections of this  chapter.

3.2.3.2  Dry-Cohesionless Soils—

     As with  saturated samples,  it  may not be  possible  to retain  samples  of
very  dry,  cohesionless  soils within  a  sampler.   Sand augers  and  specially
designed soil-sampling  tubes  are useful  for  sampling  in  these  soils.   Alter-
natively,  thin-walled  drive  samplers  with sample retainers,  or "core  catch-
ers"  could be   used.   Two types  of  sample  retainers,  shown  in Figure 3-11,
include  a   one-way   solid flap  valve,  and  a segmented,  spring-type  basket
retainer.  Core  catchers  are  inserted inside  the  sampler between the  shoe and
the sample barrel.

3.2.4  Site Accessibility

     Generally,  site  accessibility  refers to  the ease of reaching  on-field
monitoring  sites.  Specifically,  the  surface soils  at   a field  may  become
virtually  intractable  following  liquid waste application or  after  a heavy
rainfall.   For  such conditions,  power-driven  units mounted  in pickup  trucks
cannot be  used,  whereas,  an  operator  may  (albeit  with  difficulty)  be able  to
reach the site  on foot with the sampling equipment.
                                       27

-------
                                 (o)
                                 (b)
Figure 3-11.
Soil core retainers for sampling in very wet soils
and cohesionless soils,  (a) One-way solid flap
valve, (b) Spring-type, segmented basket retainer
                               28

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3.2.5  Relative Sample Size

     A review  of the  discussion  on sampling  tools  will show  that  the sample
size  obtained  by  the  different   samplers  varies.   For example,  hand-driven
screw-type  augers  generally  obtain samples  from a  bore  hole which  is  less
than 2 inches  in diameter, whereas, barrel augers are  available for obtaining
5 inch cores.  The  choice of a unit may be based  on  sample size requirements.
The number  and kind of analysis to  be  done  on the soil  sample will  determine
the volume  of  sample required.  In  addition,  in  rocky  and  stoney soils larger
units may be necessary to obtain  a useable mass of sample  once the  rocks  have
been discarded.

3.2.6  Labor Requirements

     Generally speaking,  it is good practice  to  send  at least two individuals
into  the field  to  obtain  samples.   That is,  hand-sampling is  often  tedious
and  two  individuals can  take  turns on the sampler.   In addition, note-taking
and  sample  labelling  is  facilitated  when  two  individuals  are  involved.
Strictly  speaking,  however, the  majority of  sampling  tools only  require  the
presence  of one individual,  the  exception   being  where  power equipment  is
used.

3.2.7  Sampling in Rocky  and Stoney  Soils

     Rocky  or  stoney  soils in the treatment zone  will generally  impede  the
progress  of most tools.  The  problem  will  be accentuated  with small  diameter
tools  such  as soil  probes.  Alternate tools,  such  as  larger  diameter barrel
augers, may be necessary.

3.3  RANDOM SOIL-CORE  MONITORING SITE SELECTION

     The  RCRA  Guidance  Document  on   Land   Treatment   Units   recommends  that
soil-core  monitoring  sites  be randomly  selected (EPA,  1983b).  If n random
sites  are  to  be  selected, a  simple   random sample  is defined  as a sample
obtained  in such a  manner that  each  possible combination  of  n  sites has  an
equal  chance of being selected.    In  practice, each  site   is  selected separ-
ately,   randomly,  and  independently  of  any  sites  previously  drawn.   For
soil-core monitoring,  each  site to be included in the  "sample" is  a volume  of
soil (soil core).

     It  should be  recognized that adjacent sampling points  on  a landscape  are
more  often  than  not spatially  dependent.   The theory  for  spatial  dependence,
known  as  regionalized  variable theory  holds  that the difference  in  value  for
a  specific  property depends  upon  the  distance between  measurement locations
and  their  orientation  in  the  landscape.  Geostatistics,  the  application  of
regionalized  variable  theory,  has  been  employed to  demonstrate a  number  of
spatial  relationships  for  both  soil  chemical and  physical  properties.   For
many  properties, a  geostatistic  analysis  will  indicate an  approximate  dis-
tance  between  two  observations  for which those  observations  are  expected  to
be  independent  (no   co-variance).   Observations  at   a  closer  spacing  are
expected  to be dependent to some  degree.  A strictly  random  sampling scheme
as  presented  by  EPA  (1983a,  1983b)  assumes   independence   between  sample
locations.   This  sampling  scheme  has  been slightly modified  in this  guidance
to  maintain the assumption of independence  between sampling  locations.   The


                                       29

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following sampling  scheme specifies  that  sample point  separations should  be
in excess of 10 meters.

     It  is  convenient  to spot  the  field location  for soil-coring devices  by
selecting random distances  on  a coordinate  system  and using the  intersection
of the two  random distances  on  a  coordinate system as the location at  which a
soil  core  should be  taken  (see  Figure 3-12).   This  system works  well  for
fields of both  regular  and  irregular shape, since the points outside the area
of interest are merely  discarded,  and  only the  points  inside  the  area  are
used in the sample.

     The  location,  within  a given  uniform  area  of a  land  treatment  unit
(i.e.,  active   portion  monitoring),  at which  a  soil core  should  be  taken
should  be  determined   using the  following  procedure  as  described  by  EPA
(1983a, 1983b):

       (1)  Divide  the  land treatment  unit  (Figure   3-12)  into  uniform
            areas (aa,  bb,   cc, dd).   A uniform  area is an  area of the
            active portion of a land  treatment  unit which is composed  of
            soils of the  same soil  series  and to which similar wastes  or
            waste mixtures   are  applied  at  similar  application  rates.
            Swales are  treated  as  a  different uniform  area  and are discus-
            sed in Hazardous Waste  Land Treatment (EPA,  1983a)  under the
            heading  of "hot  spots."A  qualified  soil  scientist should  be
            consulted in completing  this step.

       (2)  Map each uniform area by establishing two  base lines  (0-A and
            0-B) at  right  angles  to  each  other  which  intersect  at  an
            arbitrarily selected  origin (0), for example,  the southwest
            corner.   Each baseline  should  extend to  the  boundary of the
            uniform area.

       (3)  Establish a scale interval  (e.g.,  100  m) along each base line.
            The units of  this  scale may be  feet, yards,  miles,  or other
            units depending  on  the  size of the  uniform  area.   Both base
            lines must  have the  same scale.

       (4)  Draw two  random numbers  from  a random  numbers table  (see
            Appendix A).  Use these  numbers  to locate  one point along each
            of the base lines.

       (5)  Locate the  intersection  of two  lines drawn  perpendicular  to
            these two base line points.  This intersection (•) represents
            one  randomly  selected  location for  collection  of  one soil
            core.   If  this  location at the intersection  is  outside the
            uniform  area (x), or within  10 m of another sampling location,
            disregard  this  sampling   location   and   repeat  the  above
            procedure.
                                       30

-------
                  R-65W-I  R-64W-
                     LAND TREATMENT BORDER
•  USEABLESITE
x  DISCARD SITE
SCALE 1: 20,000
SOILSERIESaa, bb, cc, dd
 Figure  3-12.  Random Site  (§) selection example for unit cc
                           31

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       (6)  For soil-core monitoring,  repeat the above procedure  as many
            times as necessary to obtain six  soil  coring  locations within
            each uniform  area  of the  land  treatment unit.   If  a  uniform
            area is greater than twelve acres,  repeat  the  above  procedure
            as necessary to provide at least two soil coring locations per
            four acres.   (If the  same location is selected  twice, disre-
            gard the  second  selection and  repeat  as necessary  to obtain
            different locations).  This  procedure  for  randomly  selecting
            soil coring locations must be repeated at  each sampling event
            (i.e., semi-annually).

     Locations  for  monitoring  on  background areas  should be randomly  deter-
mined using the following procedure:

       (1)  Consult a  qualified  soil  scientist in determining  an accep-
            table background area.  The background area must have  charac-
            teristics (i.e., at least  soil  series  classification)  similar
            to  those  present in the  uniform area of  the  land  treatment
            unit it is representing.

       (2)  Map  an  arbitrarily selected  portion of  the   background  area
            (preferably the same size as  the uniform  area)  by establishing
            two base  lines at  right  angles  to  each  other  which  intersect
            at an arbitrarily selected origin.

       (3)  Complete steps 3, 4,  and 5 as  defined above.

       (4)  For  soil-core monitoring,  repeat this  procedure  as  necessary
            to  obtain eight  soil  coring  locations  within  each background
            area (see Table 3-2).

3.4  SAMPLE NUMBER, SIZE, FREQUENCY AND DEPTHS

     Sample  number  in   research  designs   is   typically  decided  based  on  a
liberal  estimate of  the  variance  for  a  constituent as  it  is  distributed
spatially,  a  specified  detection  increment  (e.g.,  5  ppb)  and  a  confidence
level  for  the detection increment.   The  problem in  recommending  a  set  number
of samples  per  sampling  event  is  simply  that the variance of a  sampling event
and/or background  study  may  be  sufficiently  large  to preclude  an  inference
that a statistical  difference  exists  with  any  confidence.   A more appropriate
and  statistically  supportable  approach is  to  set  the  detection increment  per
hazardous  constituent  and   the  confidence  level.   The  applicant  would  be
required  to  perform  a  background  study   of  variability as  the  basis  for
determining the  number  of samples per sampling event.   Because this  approach
is still  being  evaluated by EPA  research,  EPA has  chosen to provide  interim
guidance  based   upon  the  best  judgement   of  scientists  familiar  with  land
treatment  units.    This   interim  guidance   recommends  a   specified  number  of
samples,  size,  frequency  and depth  per sampling event for both  the background
soil  series and the  uniform areas  of the  active  land  treatment unit  (EPA,
1983b).   This  guidance  may  be   revised   when  EPA  research   studies  are
completed.

     Background concentrations of  hazardous constituents   should be establish-
ed using  the following procedures.


                                       32

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            TABLE  3-2.   SUMMARY  OF SOIL-CORE SAMPLING  PROTOCOL  FOR BACKGROUND  AND ACTIVE  LAND TREATMENT AREAS
             Sampling
               Area
                                    Number of
                                    Randomly
                                    Selected
                                    Core Samples
Number  of
Samples per
Composite
Total  Number
of Composited
Samples
Sampling
Depth
Sampling
Frequency
CO
GO
1.  Background, In soils with
   similar mapping character-
   istics in active area

2.  Active land treatment area

   a.  Uniform area less than
      5 hectares (12 acres)
         b.   Uniform area greater
             than 5 hectares
             (12 acres)
                                    2  per 1.5 hectares
                                    (4 acres)
                                    6  per 5 hectares
                                    (12 acres)
                3 per 5 hectares
                (12  acres)
                                                                                             within 6-in depth
                                                                                             below treatment zone
                                                                                             on active zone
                   Within treatment zone
                   for determination of pH

                   Within 6-in region below
                   treatment zone for PHC's

                   Within treatment zone
                   for determination of pH
                                                                                             Within 6-in region below
                                                                                             treatment zone for PHC's
                                                                        one time
                                                                                                                                   Semi annually
                                 Semi annually

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       (1)   Take  at  least  eight  randomly  selected  soil  cores for each  soil
            series  present in the treatment zone from  similar soils where
            waste has  not  been  applied.   The  recommended  soil  series
            classification is defined  in  the 1975  USDA  soil classification
            system  (Soil  Conservation  Service, 1975).   The  cores should
            penetrate  to a depth  below the  treatment zone but no  greater
            than  15  centimeters  (6  inches)   below  the  treatment   zone
            (Figure  3-13).

       (2)   Obtain  one  sample from each soil-core portion taken below the
            treatment zone.

       (3)   Composite  the  soil-core  samples from each  soil series  to  form
            a minimum  of   four  composite  samples for each  soil  series
            (i.e.,  randomly  composite two  soil-core  samples  to  form a
            composite  sample; since  eight core  samples  per  soil  series
            were  taken,  a  total  of four composite  samples  will be formed).

     The active  portion of  a land treatment unit can  be sampled   according to
the following procedures:

       (1)   The  owner  or  operator  should  take  at  least six  randomly
            selected soil  cores  per uniform area,  semi-annually.  However,
            if a uniform  area is  greater than 5  hectares (12  acres), at
            least two randomly  selected  soil   cores  per  1.5  hectares (4
            acres)   should  be  taken  semi-annually.    The  cores  should
            penetrate  to a depth  below the  treatment zone but no  greater
            than  15  centimeters  (6  inches)   below   the  treatment   zone
            (Figure  3-13).

       (2)   The pH  of the  treatment zone in each uniform area  should be
            determined using  the following procedure:

            a.   Obtain  one   representative  sample   from  each  soil-core
                 portion taken within  the treatment zone.

            b.   Composite the soil-core  samples from each uniform  area to
                 form  a  minimum  of  three  composite  samples  for   each
                 uniform area.   However,  if a uniform area is greater  than
                 5  hectares (12  acres),  a minimum of one  composite sample
                 per 1.5 hectares  (4 acres) should be formed.

       (3)   The concentrations of hazardous constituents  below the treat-
            ment  zone  in each uniform  area should be determined using  the
            following procedure  :

            a.   Obtain  one  sample from each soil-core  portion taken below
                 the treatment zone (Figure 3-13).

            b.   Composite the soil-core  samples from each uniform  area to
                 form  a  minimum  of  three  composite  samples  for   each
                 uniform area.   However,  if a uniform area is greater  than
                 5  hectares  (12  acres),  a minimum of one  composite sample
                 per 1.5 hectares  (4 acres) should be formed.


                                      34

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                                BACKGROUND
                 8 SOIL CORES FOR EACH SOIL SERIES



                                          INITIAL SOIL SURFACE
fc»n^


\
                      ACTIVE
                                               6 SOIL CORES PER UNIFORM AREA
to
en







/







^B
F







15 cm (6 in)
RANDOMLY COMPOSITE 2 SOIL-
CORE SAMPLES TO GET
4 SAMPLES PER SOIL SERIES
\7 SEASON/
j



TREATMENT ZONE /




i
/
RANDOMLY COMPOSITE IN
PAIRS TO GET 3 SAMPLES
PER UNIFORM AREA
1\
L 	 i-\
15 cm (6 in)
I

I





•
•
J
1.J
(5





^^V ^BOT
,
ATL
L t
m
ft)
i

UNSATURATED
ZONE



r
EAST
1 m
Oft)
\L HIGH WATER TABLE {



"



                                      Figure 3-13.   Soil core sampling depths

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3.4.1  Compositing Samples

     The RCRA Guidance  Document:   Land Treatment Units  (EPA,  1983b)  specifies
the  number  of composited  samplesto  be collected  from background  areas  and
from  the  active  areas  on  a  hazardous waste  land  treatment facility.   The
information  in  this  document is  summarized  in  Table  3-1,  which  specifies:
(1)  the  recommended number  of randomly selected  samples from background  and
active  areas,  (2)   number   of samples  per  composite,   (3)  total  number  of
composited samples,  (4) sampling  depth, and (5) sampling  frequency.   The soil
samples collected  by the techniques  described in  the previous  sections will
be used for the composites.

     For some of  the sampling tools,  such as soil  probes  and  Veihmeyer tubes,
the  sample  size  is  generally  small   enough  that  the  overall   size  of  the
composite  is  not cumbersome.  Other  techniques, such  as barrel   augers, will
provide  so  much  sample that  a  composite  will  be  of much  larger mass than
required for  analysis.   In  this  case  the sample size  should  be   reduced to  a
manageable  volume.   A  simple method   is  to  mix  the  samples  thoroughly  by
shovel,  divide  the  mixed  soil  into  quarters, and  place a  sample  from each
quarter  into  a  sample  container.    Mechanical   sample  splitters  are  also
available.  EPA  (1982b) recommends using the riffle  technique.   A riffle is  a
sample  splitting  device consisting  of a hopper  and series of  chutes.   Mater-
ials  poured  into the  hopper  are divided  into equal  positions by the  chutes
which   discharge  alternately  in  opposite  directions   into  separate   pans
(Soiltest  Inc.,  1976).  A modification  of  the  basic riffle design allows  for
quartering of the samples.

3.4.1.1  Compositing with  a Mixing Cloth--

     Soil scientists often  use a large  plastic  or  canvas sheet  for  composit-
ing  samples  in the  field (Mason, 1982).   This method  works   reasonably well
for  dry  soils  but  has   the  potential  for  cross  contamination  problems.
Organic  chemicals  can  create  further  problems  by   reacting with the  plastic
sheet.   Plastic  sheeting,   however,   is  inexpensive  and  can  therefore   be
discarded after each sampling site.

     This  method  is  difficult  to  describe.   It  can  be visualized  if  the
reader  will  think  of  this  page as  a  plastic  sheet.  Powder placed in  the
center  of  the sheet can  be made to  roll  over  on  itself  if one corner  is
carefully pulled  up  and toward  the diagonally  opposite corner.   This  process
is done from each corner.  The plastic sheet acts  the same way on the  soil  as
the  paper  would  on  the powder.   The  soil  can be  mixed quite well  if  it  is
loose.  The method  does not work  on  wet or  heavy  plastic soils.  Clods must
be broken up before attempting to mix  the soil.

     After  the  soil  is mixed,  it is  again  spread  out  on  the  cloth  to  a
relatively  flat   pile.   The  pile  is  quartered.    A small  scoop,  spoon  or
spatula is used  to  collect  small samples  from  each quarter until  the  desired
amount  of  soil  is acquired  (this usually  is  about 250  to  500 grams of soil
but  can be  less  if  the laboratory  desires a  smaller sample).  This  is  mixed
and  placed in  the sample  container for  shipment  to the laboratory.   The site
material not used in the  sample  should be disposed of in  a  safe  manner.   This
is  especially important  where  the  presence  of   highly  toxic  chemicals  is
suspected.


                                       36

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3.4.1.2  Compositing with a Mixing Bowl—•

     An  effective  field  compositing  method  has  been  to use  large stainless
steel  mixing  bowls.   These  can  be  obtained  from  scientific,  restaurant,  or
hotel  supply  houses.   They can be decontaminated and are able  to stand rough
handling in  the field.   Subsamples  are placed in  the bowls, broken  up,  then
mixed  using  a large stainless  steel  scoop.   The rounded bottom  of the mixing
bowl was designed  to  create  a mixing action when the  material  in it is turned
with the scoop.   Careful  observance  of the  soil will indicate  the complete-
ness of the mixing.

     The soil  is  spread  evenly in the  bottom of the  bowl after  the mixing  is
complete.  The  soil  is quartered and a small sample  taken  from  each quarter.-
The  subsamples  are mixed together to  become the  sample sent to  the  labora-
tory.  The excess  soil is disposed of as waste.

3.5  SAMPLING PROCEDURE

     It  is assumed  that the  number and  location  of sampling  sites  on  the
background  area and   active  portion  of  the land  treatment  unit have  been
selected in  accordance with  the random  selection  procedure  described  above.
This   section  describes  the  following  elements  of  a  sampling  procedure:
(1) preliminary site preparation, and (2) soil sample collection.

3.5.1  Preliminary Activities

     In  preparation for  sample collection,  it  is  strongly  suggested that  a
checklist  (Table  3-3) be prepared  itemizing  all  of  the equipment necessary,
both for  sampling  and for  maintaining quality  assurance.   Thus  all  of  the
tools  needed  for   sampling should be  itemized and located in  the transporting
vehicle.   Similarly,   all of  the  documentation  accessories,  such  as  field
book,  maps,  labels, etc., should be  checked  off.  A  few minutes  of prelimin-
ary  preparation will  ensure  that all equipment is  on hand and that  time  will
not be wasted in returning to base for forgotten items.

     Careful  site  preparation  will  also take  a  few minutes but  is absolutely
necessary  to ensure  that the  samples  are   representative  of in-situ  condi-
tions.    Specifically,  a   severe  problem  with  all   of  the  sampling  methods
described  elsewhere in this  chapter  is that  "contamination" of the sample may
occur  by soil  falling in the cavity either  from  the land surface  or  from the
walls  of the  borehole.   Thus  to  minimize  contamination from surface  soils,
loose  soils  and clods should be  thoroughly  scraped away from each site  prior
to sampling.  A shovel or rake will  facilitate this operation.

     It  is recommended  that  a  soil  profile  description be  taken with  each
soil core  sampling event.   The profile  description will provide information
on the  spatial  variable  properties  important  to  both  land  treatment function-
ing  and  will  assist  in  the  interpretation  of  monitoring  results.    For
instance,  it  is quite possible that  sandy  conduits (e.g., stumpholes  or  root
channels)  may  contain  different  levels  of  a  hazardous  constituent  than
surrounding soil.
                                       37

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TABLE 3-3.  EXAMPLE CHECKLIST OF MATERIALS AND SUPPLIES
  10 to 12 Oakfield tube samplers, Model 22-g obtained
  from Soil Test, Inc.
  Borebrush for cleaning.
  10 to 12 ten-quart stainless steel mixing bowls.
  A U.S. Army Corps of Engineers tube density sampling
  set with 30 to 40 six-inch sample tubes.
  Safety equipment as specified by safety officer.
  One-quart Mason type canning jars with Teflon liners
  (order 1.5 times the number of samples.  Excess is for
  breakage and contamination losses.).
  A large supply of heavy-duty plastic trash bags.
  Sample tags.
  Chain-of-custody forms.
  Site description forms.
  Logbook.
  Camera with black-and-white film.
  Stainless steel spatulas.
  Stainless steel scoops.
  Stainless steel tablespoons.
  Caps for density sampling  tubes.
  Case of duct tape.
  100-foot steel tape.
  2 chain surveyor's tape.
  Tape measure
  Noncontaminating sealant  for volatile sample tubes.
  Supply of survey stakes.
  Compass.
  Maps.
  Plot Plan.
  Trowels.
  Shovel.
  Sledge Hammer.
  Ice chests with locks.
  Dry ice.
  Communication equipment.
  Large supply of small  plastic bags for samples.
                               38

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3.5.2  Sample Collection With Hand-Held Equipment

     In the  following section,  step-by-step  sample collection  procedures  are
described for each of the major soil-sampling devices.

3.5.2.1  Screw-Type Augers—

       (1)  Locate  tip  of  auger on  the  soil  surface  at  exact sampling
            location.

       (2)  With the auger and drill stem in an exactly vertical position,
            turn and pull down on the handle.

       (3)  When the auger has reached a depth equivalent to the length of
            the auger head, pull the tool  out of the cavity.

       (4)  Gently tap the  end  of the auger on the  ground  or  on a wooden
            board to  remove soil from  the  auger flights.  For  very  wet,
            sticky  soils  it may be  necessary  to remove the soil  using  a
            spatula or by hand.   In the latter  instance, the  operator is
            advised to wear disposable rubber gloves for protection  from
            organic contaminants.

       (5)  Clean loose soil away from the auger flights and soil opening.

       (6)  Insert the auger  in the cavity and  repeat  steps  (ii)  through
            (v).  Keep track of  the  sampling  depth  using  the  marks on the
            drill rod or by inserting a steel tape in the hole.

       (7)  When  the  auger has  reached a depth  just above the sampling
            depth, run the  auger in  and out of the  hole  several  times to
            remove loose material from the sides and bottom of the hole.

       (8)  Advance the auger into the soil  depth to be sampled.

       (9)  Remove the auger from the  cavity  and gently place  the head on
            a clean  board or other  support.   Remove soil  from  the upper
            flight  (to minimize  contamination).   Using  a  clean spatula or
            other tool,  scrape  off  soil from  the other flights  into the
            sample  container.    Label  the  sample  container   pursuant  to
            information presented in Appendix B.

       (10) Pour  soil  back into  the cavity.  Periodically use a  rod to
            tamp the soil to increase  the bulk  density.   Fill  the  hole to
            land surface.

3.5.2.2  Barrel Augers—

     The  sampling  procedures  for each  of  the barrel augers are basically  the
same with minor  variations.   Only   the procedure for  the  post-hole  auger  is
presented in detail.

       (1)  Locate auger bit on soil surface at exact sampling location.
                                       39

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       (2)   With  the  auger  and  extension  rod  in  an  exactly  vertical
            position,  turn and pull  down on the handle  (see Figure 3-14).

       (3)   When the auger has reached a depth equivalent to the length of
            the auger  head, pull  the assembly out of the cavity.

       (4)   Gently tap the auger  head  on  the ground or on  a wooden  board
            to remove the  soil  from the  auger.  For very wet  and  sticky
            soils, it  may be necessary to remove the soil  using a spatula
            or rod  or by hand.   In  the  latter instance, the operator is
            advised to wear  disposable rubber gloves for  protection  from
            organic contaminants.

       (5)   Remove all  loose soil  from the interior of  the  auger and  from
            the soil opening.

       (6)   Insert the auger back into the  cavity  and repeat  steps  (ii)
            through (v).   Keep track of the sampling depth  using the marks
            on the extension rod or  by extending  a  steel tape  in the  hole.

       (7)   When  the  auger has reached  a depth just  above the  sampling
            depth, run the auger  in  and  out  of the hole several  times to
            remove loose  material.

       (8)   Advance the  auger into the soil  depth to be sampled.

       (9)   Carefully  remove  the  auger from  the cavity and gently  place
            the barrel head  on  a  clean board  or other support.  Using  a
            clean spatula or other tool,  scrape the soil from the control
            part of the  head into  the sample  container.   Discard remaining
            soil.  Label  the sample  container  pursuant  to  the information
            presented  in  the section entitled "Sampling Protocol".

       (10) Pour  soil back into  the  cavity.  Periodically use a rod  to
            tamp the soil to increase the bulk density.   Fill  hole to  land
            surface.

3.5.2.3  Tube-Type Samplers:   Soil Probe--

     The general  procedure  for soil sampling  using  soil  probes  is  presented,
together with  the  modified  approach when  a  "backsaver"  attachment   is  used.
The basic technique is described first.

       (1)   Place the sampler tip on  the  soil  surface  at the exact  samp-
            ling location.

       (2)   With  the  sampling  point  and extension   rod  in  an  exactly
            vertical position, push  or pull  down on the handle  to  force
            the sampler  into the soil.

       (3)   When the auger has reached a depth equivalent to the length of
            the sampling  tube,  twist  the handle to shear  off   the  soil.
            Pull the tube out of the soil.
                                       40

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Figure 3-14.   Barrel  auger sampling  method  (Clements
              Associates,  Inc.,  1983)

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       (4)   Gently remove the soil  from the  tube  using  a  spatula  or rod or
            by  hand.   If the tool is cleaned by  hand,  the  operator should
            wear rubber gloves for  protection from organic  contaminants.

       (5)   Remove loose  soil  and  soil  stuck  to the  walls  of  the  tool.
            Similarly,  gently remove  loose soil around  the  soil opening.

       (6)   Insert the probe  back  into the cavity  and repeat steps  (ii)
            through (v).   Keep track  of the  sampling depth  using  the marks
            on  the  rod or  by extending a  steel  tape in the   hole.   If
            necessary,  screw on an  additional extension rod.

       (7)   When the auger  has reached  a  depth   just  above  the  sampling
            depth, run the probe in  and  out of the hole  several  times  to
            remove loose material from  the cavity walls.

       (8)   Advance the auger into  the  soil  depth to be sampled.

       (9)   Carefully remove the unit  from  the hole and  gently  place  the
            tube on  a  clean board.  Scrape the  soil  out  of  the  tube  or
            force the sample out of the tube by pushing down on the top of
            the sample.   Again,  rubber  gloves should  be  used.   Using  a
            clean spatula, gently place  soil samples into  sample contain-
            ers.   Label   the   sample  container  pursuant  to   information
            presented in the section  entitled "Sampling Protocol".

       (10) Pour  soil  back   into  the  cavity,   periodically   tamping   to
            increase  the bulk density.    Fill   the  hole  back   to land
            surface.

     A modified  version  of  the basic  sampling  procedure for  tube  samplers
provided  with a so-called "back saver"  handle is  described  in Figure  3-15.

3.5.2.4  Tube Type Samplers:   Veihmeyer Tubes--

       (1)   Place the sampler tip on the soil surface  at the exact  samp-
            ling  location.   Position  the   tube   in  an  exactly   vertical
            position.

       (2)   Place  the  tapered  end  of  the  drive  hammer  into  the  tube.
            Place one hand around the  tube  and the other around  the hand
            grip on the drive  hammer.   While steadying the tube  with  one
            hand, raise and  lower the hammer with the other.  Eventually a
            depth will  be reached where both hands  can be  used to control
            the handle.

       (3)   Drive the  sampler  to  the  desired depth of penetration.   For
            some  soils,  the  tube  may  be extremely difficult  to  remove
            because of wall  friction.   In  such  a  case,  the operator  may
            choose to reduce  the  depth of  penetration during  advance  of
            the hole.
                                       42

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CO
HOW DOES THE BACKSAVEH HANDLE WORK
Procedure used to pull a soil core with a sampling tube equipped with the
"Backsaver Handle" or the "Backsaver N-3 Handle."
(1)  Steady the soil probe In a nearly vertical position by grasping the hand-
grip with both hands. Force the sampling tube Into the soil by stepping firm-
ly on the footstep.

(2)  Remove the first section of the core by pulling upward on the handgrip.
Empty the sampling tube and clean, (see "cleaning of the soil sampling
tube")

(3)  Place the sampling tube In the original hole and push Into the soil until
the footstep Is within an inch or two of the surface of the ground.
(4) While maintaining a slight pressure on the footstep pull upward on the
handgrip, until the footstep has been elevated 6 to 8 inches above the sur-
face of the ground.
(5)  Maintain a slight upward  pressure on the handgrip and step downward
on the footstep. The footstep now grips the rod and the sampling tube can
be pushed Into the soil until the footstep Is within 1 or 2 Inches above the
ground.
(6)  Steps 4 and 5 are repeated until the sampling tube Is full. The depth of
penetration can be determined by the position of the rod end which can be
seen through the viewing holes In the side of the square portion of the
Backsaver Handle. It Is Important not to push the sampling tube Into the
soil to a depth that exceeds the holding capacity of the tube as  this jams the
sample and can make removal from the ground extremely difficult.
(7)  Remove the full sampling tube by lifting upward on the handgrip. After
the sampling tube has been elevated 6 to 8 Inches, push downward on the
handgrip returning the footstep to within 1 to 2 Inches of the surface of the
ground.
\8) Empty the sampling tube and clean.
(9)  Steps 3 through 8 are repeated until the desired depth Is reached.
Procedure used to pull a soil core wtth a sampling tube equipped with the
"Backsaver N-2 Handle."
    Same as steps 1 and 2 above.
                                                                                                                             *ij
              Figure  3-15.   Operation  of  "backsaver"  handle with  soil  sampling  tube (Clements  Associates,  Inc.,  1983)

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       (4)  Remove the drive hammer from the tool and place the opening in
            the hammer above the tube head.  Rotate the hammer as required
            to allow the slots  in  the  opening  to pass through the ears on
            the head.  Drop the hammer past the ears and rotate the hammer
            so that  the unslotted opening  rests against the  ears.   Pull
            the hammer  upward  to force the tube out of the  ground.   (In
            some cases  it may be necessary  to  jar the hammer head against
            the ears, or have another person pull up on the hammer).

       (5)  Gently place the side of  the  tube against a hard surface to
            remove soil from the tube.  If this  procedure  does  not  work,
            it may be  necessary to insert  a  long rod inside  the  tube to
            force out the soil.

       (6)  Scrape off  the  side of the tube to  remove  loose  soil.   Simi-
            larly, remove loose soil  from the soil cavity.

       (7)  Insert the tube back into the soil  cavity and repeat stops (1)
            through (6).  Keep  track  of the sampling depth  by the marks on
            the tube or by  extending  a steel tape in the hole.

       (8)  When  the tip  has   reached  a depth  just  above the  sampling
            depth, gently  run   the tube in and  out  of  the hole  several
            times to remove loose material  from the cavity  walls.

       (9)  Drive the tube  to the depth required for sampling.

       (10) Carefully remove the unit  from the hole  and gently  place the
            tip on a clean  board.  Force the  sample out  of  the tube  using
            a clean rod or  extraction  tool.  Using  a clean  spatula,  spoon
            the  soil  sample into  a  sample container.   As  a matter  of
            precaution, the uppermost one or two inches  of  soil  should be
            discarded on the chance that this  segment has  been contamina-
            ted by soil originating from above the  sampling depth.   Label
            the  sample container  pursuant  to  information presented  in
            Appendix B.

       (11) Pore  soil   back into  the cavity,  periodically  tamping  to
            increase the  bulk  density.  Fill  the  hole back to  ground
            surface.

     Since  the  augers,  probes  and  tubes  must  pass  through  contaminated
surface soils before reaching  the  sampling depth (1.5 m (5 ft))  cross contam-
ination is  a real  possibility.   Soil  is   compacted  into   the threads of  the
auger and must be  extracted with a stainless steel  spatula.   Probes  and  tubes
are  difficult  to  decontaminate without long  bore  brushes and  some kind  of
washing facility.  One  possible way  to minimize the  cross  contamination  is  to
use  the auger,  probe,  or tube  to  open up  a  bore  hole  to  the desired  depth,
clean the bore hole  out by  repeatedly  inserting the auger, probe or tube  and
finally using a  separate,  decontaminated auger,  probe or  tube to take a soil
sample through the existing open bore hole.
                                       44

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3.5.2.5.  Thin-Walled Tube Samplers--

     Generally,  in  cohesive   soils   thin-walled   samplers   are  placed  into
previously  excavated cavities,  which are  augered or  dug  out  to  a  location
just above  the sampling  depth.  These  thin-walled samplers have  been  called
Shelby  tubes,  "Z"  tubes, UD  tubes  (undrsturbed), etc.  and are  customarily
used with a hollow  stem flight auger.  The use of a  truck mounted  hollow stem
auger  and a  thin-walled sampler,  although more  difficult   to  decontaminate,
reduces the chance  of  serious  cross contamination  in the  samplers  and,  there-
fore,  is  the  recommended  soil  sampling  technique  at  hazardous  waste  land
treatment units.

     The procedure to follow for extracting a sample includes:

        (1)  Using a  hollow  stem auger to drill down  to the   1.5 m  (5  ft)
            depth

        (2)  Detach the head assembly from the auger

        (3)  With the Shelby  tube attached to the  head  assembly  and drive
            rod, pass  the tube down through the hollow  stem and into  the
            soil to the required depth (15 cm (6 in)), using  the hoist  and
            weight assembly.

        (4)  Pull  the  tube  sampler  out of  the   soil  using  the  hoist
            assembly.

        (5)  Unscrew the tube from the head assembly and place the unit  in
            a  core  sample extruder  (see  Figure  3-16).   The plunger  should
            be  placed  in the  end of the tube  with the cutting tip.   If
            there  is no  need  to examine the  sample in  the field  or  if
            volatile organics  are of concern, the  sampler can be capped at
            each end with teflon plugs or some type of sealant and sent to
            the laboratory.

        (6)  Gently  begin  to  extrude  the  sample.   Remove  and  discard  the
            first 2 to 3  inches of the sample.

        (7)  Extrude  the  remaining sample into a  sample container.   Label
            the sample container.

        (8)  Pour soil  back  into the soil cavity,  periodically  tamping  to
            increase the  bulk  density.  Fill the hole to ground surface.

3.5.2.6   Split Spoon Sampler—

     The  split spoon sampler  is a  thick-walled tube  45.7 cm (18 in) or 61  cm
(24  in)  long  which  can  be  split in  half  longitudinally and is held  together
on  each end by a  threaded  nozzle cutting  edge  and a  threaded  head assembly.
The  split  spoon   is  used  in  cohensionless  soils  or where  the  structured
properties of the soil  need to be known.
                                       45

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.SAMPLE
HYDRAULIC   CYLINDER
                                    109  cm
                    Figure 3-16.   Core sample extruding device

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     A 15.2 cm  (6  in)  auger is used to drill  down  to  1.5  m (5 ft).  The split
spoon is then driven to  its sampling depth (15 cm,  (6  in)) through the bottom
of the augered hole and the core extracted.

     In most  applications  a  63.5  kg  (140  Ib) hammer  is  used  to drive  the
split spoon.  The  hammer is allowed to free  fall  76 cm (30  in)  for each blow
to the spoon.  The  number  of  blows required to drive the  spoon  15.2 cm (6 in)
is  counted and  recorded.   The  blow  counts   are  a direct reflection  of  the
density of the  soil and can  be  used  to obtain some  information on  the soil
structure  below  surface.    Unless  this   density   information  is  needed  for
interpretive purposes, it  may not be necessary to  record  the  blow  counts.   In
soft soils  the  split  spoon can often be forced into the ground  by  the hydrau-
lic  drawdown  on the  drill rig.   This is  faster  than the hammer  method  and
does not  require  the  record keeping necessary to  record the blowcounts.  Most
commercial  drilling companies have  the  equipment  and the experience  required
to  conduct  this  type  of  sampling  with some   supervision  from  the  field
scientist.

     There  are  several variations  for split  spoon  sampling.   Samples collec-
ted  from  soils  below  the  water table or  in  very  soft  soils may  require  the
use  of split spoons  equipped with retainers  in  the  end of the  spoon.   The
retainer  is made with  flexible fingers that close over the  end of  the tube as
the spoon  is retracted from the soil.

     Samples collected for the analysis of volatile organic  chemicals  pose  a
problem to the environmental  scientist.   The  volatile  chemicals can  be lost
during transport  and  handling.  The option that  may offer  a  solution to this
problem is the use of brass,  stainless  steel or  Teflon  liners in  the split
spoon.   Brass  liners  are  available  from most  engineering  and  agricultural
supply houses.  The liners are easily removed when  the split spoon is opened.
The  liner  tube  can be  sealed  with  Teflon  plugs  and  some  form   of sealant
applied  over the  plug.   This  system  avoids the  problems  of the  loss  of
chemicals  that  volatilize  into the  headspace  of  the sample  jars.   The liners
can  be discarded  after  analysis  if necessary thus  reducing the  labor costs
required  to clean the tubes.

3.5.2.7   Peat Sampler—

       (1)  Place the  sampler tip on the soil  surface at  the exact samp-
            ling location.

       (2)  With  the   tube in  an  exactly  vertical position, force  the
            sampler into  the  soil  to  the  desired  depth of  sampling.
            (Note:  during this  stop,  the internal plunger is  held  in-
            place within the sampling cylinder by a piston attached to the
            end of  the push rods).

       (3)  Jerk  up on  the actuating rod  to  allow the   plunger to move
            upward  in  the  cylinder.  (The  snap  catch  will  prevent  the
            plunger from moving back downward  in cylinder).

       (4)  Push the assembly downward to force the cylinder into  undis-
            turbed  soil.
                                       47

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       (5)  Pull  the sampler to the land surface.

       (6)  Extrude the sample  into  a  clean sample container.   Label  the
            container.

       (7)  Fill  in  the cavity with  soil, tamping  to  increase  the  bulk
            density of the added soil.   Fill the hole to ground surface.

3.5.3  Sample Collection With Power Equipment

3.5.3.1  Operation of Power Drilling Equipment-

     Personnel  safety   is  of  utmost  importance  when  operating  power-driven
sampling equipment.  For  this  reason  it is important to select,  and  if neces-
sary, train a team  of  at  least two individuals for the sampling  program.   One
member of  the team  should  be  assigned full  responsibility for  operating  the
equipment, whereas  the other  individual  is basically  a  helper.   In  addition
to  the  safety factor,  a  team  approach also  expedites  the sampling  process.
For example,  the  operator is  free  to  operate  the  equipment while the helper
assists in logging the hole, collecting samples, preparing  notes, etc.

     Power-driven  samplers  are  generally  supplied  with  a set  of  operating
instructions  describing how to  set up and  operate  the  power  train.   These
instructions  should be  carefully  studied  by the  operator  and  the  helper
before the  unit is  operated for  the  first time.   In  addition, the  operator
and  assistant  should   be  given   a  demonstration  and  hands-on  training  by
someone  skilled   in  operating  the  equipment.   The  manufacturer's  represen-
tative or sales personnel  should be willing to provide  this service.

     Other  elements  of safety  include requiring  that  the  team members  wear
hard  hats,  gloves,  and safety glasses.   Depending  upon  the  types of  wastes
disposed  of  at the  land  treatment sites,  other  precautions may be  required,
such  as  having  oxygen  masks available.  Clothing  should  be snug fitting,  and
long-sleeved  shirts  and long pants should be worn. Work boots with steel  toes
are recommended.  Maintaining  an  uncluttered  work area is  also  recommended to
minimize  all  possibility  of the  operator  or  assistant  stumbling  into  moving
parts of the rig.

3.5.3.2  Sampling—

     As discussed elsewhere  in  this  section,  the most common  drilling techni-
ques  for  power sampling  are  flight augers and drive samplers.   Step-by-step
procedures  for  sampling  with  these tools  are identical  to those previously
presented  for   their   hand-held  counterparts,   including:    (1)  preliminary
preparation of site, (2)  vertical  alignment of the tool in  the  hole,  (3)  dis-
carding  soil  from  non-sampling  horizons,  (4) measuring  depth  of the  hole,
(5) collecting a  soil  sample  from  the tool,  and  (6) back-filling   the  hole
with soil to prevent vertical  leakage of pollutants from the treatment zone.
                                       48

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3.5.3.3  Miscellaneous Tools—

     Hand tools  such as  shovels,  trowels, spatulas,  scoops  and pry  bars  are
helpful for  handling a number of  the sampling situations.  Many of  these  can
be obtained  in stainless  steel  for  use  in  sampling  hazardous  pollutants.   A
set of tools  should be available for each sampling  site where cross  contamin-
ation  is  a  potential problem.  These tool  sets can be  decontaminated  on some
type of  schedule  in order  to  avoid having to  purchase  an  excessive  number of
these items.

     A hammer, screwdriver and wire  brushes are  helpful  when  working  with  the
split  spoon  samplers.   The threads on the connectors  often get  jammed because
of soil  in  them.    This  soil  can be  removed  with the wire brush.  Pipe wren-
ches are also a necessity as is a pipe vise or a plumbers vise.

3.6  DECONTAMINATION

     One  of  the  major difficulties  with  soil  sampling  arises in the  area  of
cross  contamination  of  samples.  The most  reliable  methods  are  those  that
completely  isolate  one  sample  from  the  next.   Freshly cleaned  or disposable
sampling  tools,  mixing  bowls, sample  containers, etc.  are   the  only way  to
insure the integrity of the data.

     Field  decontamination is  quite  difficult  to carry  out, but it can  be
done.  Hazardous  chemical  sampling  adds  another  layer  of aggravation  to  the
decontamination  procedures.   The  washing  solutions  must  be  collected  for
disposal  at a waste disposal site.

3.6.1  Laboratory Cleanup of Sample Containers

     One of  the best containers  for soil  is the glass canning jar fitted with
Teflon or aluminum  foil  liners placed between the lid and the top of  the jar.
These  items  are  cleaned  in   the  laboratory  prior  to  taking them  into  the
field.   All  containers,  liners  and  small   tools should  be  washed  with  an
appropriate  laboratory detergent,  rinsed in  tap water,  rinsed  in  distilled
water  and dried  in an  oven.   They  are  then  rinsed  in  spectrographic  grade
solvents  if  the  containers  are  to  be   used  for organic chemical   analysis.
Those  containers  used  for volatile  organics analysis  must  be baked  in  a
convection oven at  105°C in order to drive off the rinse solvents.

     The  Teflon  or   aluminum  foil  used for  the lid  liners  is treated  in  the
same  fashion  as  the jars.   These liners must not  be  backed with  paper  or
adhesive.

3.6.2  Field Decontamination

     Sample collection tools  are cleaned according to the  following  procedure
(Mason, 1982).

       •     Washed  and  scrubbed  with tap water using a pressure hose  or
            pressurized stainless steel,  fruit tree sprayer.

       •     Check  for adhered organics with a clean laboratory  tissue.
                                       49

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       •    If organics  are present,  rinse  with the waste  solvents from
            below.  Discard  contaminated  solvent by pouring  into  a waste
            container for later disposal.

       t    Air dry the equipment.

       •    Double rinse with deionized, distilled water.

       •    Where organic pollutants  are  of concern, rinse  with spectro-
            graphic grade  acetone saving  the  solvent for  use  in  step 3
            above.

       •    Rinse  twice  in  spectrographic  grade  methylene  chloride  or
            hexane, saving the solvent for use in step 3.

       •    Air dry the equipment.

       t    Package in plastic bags and/or pre-cleaned aluminum foil.

     The distilled water  and solvents are flowed over the surfaces  of  all  the
tools,  bowls,  etc.   The  solvent  should  be  collected   in  some container  for
disposal.   One  technique that  has  proven to  be quite  effective  is to  use  a
large glass or stainless  steel  funnel as  the collector  below  the  tools during
flushing.   The  waste then  flows into  liter bottles for later disposal  (use
the  empty  solvent bottles  for this).  A mixing  bowl  can be used  as  a  collec-
tion vessel.  It  is then the last item cleaned in the sequence of operations.

     The  solvents used are  not readily available.   Planning is  necessary  to
insure  an adequate supply.   The waste  rinse solvent  can  be used  to remove
organics stuck to the tools.  The acetone is  used  as  a drying  agent prior  to
use of the methylene chloride or hexane.

     Steam  cleaning might prove to  be useful  in some  cases  but  extreme care
must  be  taken to insure public  and worker safety  by  collecting  the  wastes.
Steam alone will  not  provide assurance of decontamination.   The solvents will
still have to be used.

3.7  SAFETY PRECAUTIONS

     Safety  problems  may  arise  when  operating  power  equipment  and  when
obtaining  soil   cores at  sites  used  to  dispose  of  particularly  toxic  or
combustible wastes.

     The problem  of  operator contact  with  hazardous  wastes and  the possibil-
ity  of fires  and explosions are  not  factors of concern when  soil-sampling  at
background  sites.  However,  these   items  may  be of  very  real  concern  when
sampling  active   areas.    EPA  (1983a)  review   elements  of  personnel   health
safety at  land treatment areas from  the  viewpoint  of the disposal  operators.
However,  many  of  these concerns  also apply  to workers obtaining  soil-core
samples  during  a  monitoring program.   For example,  many  wastes emit  toxic
vapors even following  land  disposal (EPA,  1983a).   Such   vapors   may  cause
short or  prolonged  illness   in  unprotected  workers.  Long-term  direct  contact
with wastes (e.g., during handling  of soil  samples) may be  considered  to be  a
carcinogenic risk.


                                       50

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     Explosive  gases  may  be  given  off  from  land  treatment  areas  used  to
dispose of combustible wastes  (EPA,  1983a).   For such  wastes, extreme caution
must be taken  when sampling to  avoid creating  sparks  or  the presence of open
flames.  Sparks will  be of particular  concern when sampling with power-driven
equipment.  Workers should  not be permitted to smoke.

     Protective clothing  that  should be worn  during  sample collection must be
decided  on  a  case-by-case basis.   As  a guide,  the  alternative  levels  of
protective equipment  recommended by  Zirshky  and Harris (1982)  for use during
remedial actions  at hazardous  waste  sites  could be employed at land treatment
sites  used  to  dispose of  highly toxic wastes.   Specific  items  for each level
are  itemized  in  Table  3-4.    Level  1  equipment  is  recommended  for workers
coming  into  contact with  extremely toxic wastes.  Such equipment items offer
the  maximum in  protection.   Level  2  equipment  can  be  used  by supervising
personnel who  do not  directly contact the waste.   Level   3 equipment applies
primarily  to  sampling on background  areas  or on  treatment  sites  used  to
dispose of  fairly  innocuous wastes.   Level 4 equipment could  be used during
an emergency situation such as a fire.

     OSHA  is  the  principal   Federal  agency  responsible   for  worker  safety.
This agency  should be contacted for  information on safety training procedures
and operational safety standards (EPA,  1983a).

3.8  DATA ANALYSIS  AND EVALUATION

     A critical   step  in  any  monitoring  program  is the  proper  analysis  and
evaluation of  the data collected.   Input from the  field scientist is important
in this data interpretation.   The field scientist should have made observations
of  field  conditions (e.g., weather,  unusual  waste  distribution patterns, soil
conditions,  etc.) when  the samples  were taken  and noted these in the field log
book (see Appendix  B).  This information will  assist in explaining the sampling
data and  provide  insight into potential remedial actions  that  may be taken in
the event they are  necessary.

     Appendix  C  provides  example  sheets  for  summarizing the  analytical  and
statistical  analysis results from unsaturated  zone  monitoring.   Summary sheets,
such as these, and  the chain  of custody documentation described in Appendix B,
should be included  in  the  operating record of  the facility.

     The  land  treatment  regulations  (see  40  CFR  Part  264) require  that  the
owner  or  operator determine if  hazardous  constituents  have migrated below the
treatment  zone  at levels  that are  statistically increased  over background
levels.   The following analysis can  be used  to make this  determination.  This
analysis can be done on a  calculator.

     The mean  (Eq.  3-1),  variance (Eq.  3-2), and a  two-sided  (100(l-a}%) confi-
dence  interval (Eq. 3-3)  are first  calculated  by the following equations:
                 y =   z y./n                                             (3-1)
                      1-1  1
                                        51

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TABLE 3-4.  PERSONNEL PROTECTIVE EQUIPMENT
            (Zirshky and Harris, 1982)
                        Equipment
    3-M White Cap with air-line respiration
    PVC chemical suit
    Chemical gloves taped to suit, leather gloves as needed
    Work boots with neoprene overshoes taped to chemical suit
    Cotton coveralls, underclothing/socks (washed daily)
    Cotton glove liners
    Walkie-talkies for communications
    Safety glasses or face shield

    Hard hat
    Air purifying respirator with chemical cartridges
    PVC chemical suit and chemical gloves
    Work boots with neoprene overshoes taped to chemical suit
    Cotton coveralls/underclothing/socks (washed daily)
    Cotton glove liners
    Walkie-talkies for communications
    Safety glasses or face shield

    Hard hat
    Disposable overalls and boot covers
    Lightweight gloves
    Safety shoes
    Cotton coveralls/underclothing/socks (washed daily)
    Safety glasses or face shield

    Positive pressure self-contained breathing apparatus
    PVC chemical suit
    Chemical gloves, leather gloves, as needed
    Neoprene safety boots
    Cotton coveralls/underclothing/socks (washed daily)
    Walkie-talkie for communications
    Safety glasses or face shield
                     52

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                  n        ?
          V(y)  =  E(y,  - y) /n(n-l)                                   (3-2)
                 i=l ]

          where     yi  = ith sample


                     n  = number of samples


                     y  = sample mean


                 V (y)  = estimated variance of the mean


           L - y ± ta/2   V(y)                                        (3-3)


          where     L = 100(l-a)% confidence interval


                    a/2 = the a/2 percentage value from a
                          t-distribution with (n-1) degrees of freedom


     The data for each  hazardous  constituent  or  "principal  hazardous  consti-
tuent"  (if  identified  in permit)  from  the background area can  be  statisti-
cally compared  to  the  data from  the  appropriate uniform area in the active
portion using  the  Student's t-test.  The t-test  given  in  equation  3-4  below
(Li, 1959) is used to determine if  the  mean  of  the hazardous  constituents  in
the uniform  area is greater  than  that  in  the  appropriate background  area.
This equation assumes homogeneity of  variances  which is most  often the  case
in soils work.

     For testing  if  the uniform  area  (active portion)  mean is  greater  than
the background mean (i.e., one-tailed test), compare the calculated  t-value
(t ) with the critical  value t , where t  is the upper tail value from the

t-distribution with n,  + n~ - 2 degrees of freedom at the a significance

level.  If t  > t , there is a statistically significant increase in the
            c    ot
uniform area (active portion) mean over the background area mean.
     tc = (yj - yz)        sp (l/nj + l/n2)                          (3-4)

          where t  = calculated t-value
                y.  = mean for area k

                 k = 1 for uniform area (active portion);

                 k = 2 for background area
                                     53

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           2
          s   =  pooled variance calculated
           p    by  formula Eq. 3-5


           n.  =  number of samples in area k


 2      n,          p   n9          p

5 P =   i=i
l           9     9          9
l  (y,-  - yV2  + z2  (y, - y2)                             (3-5)
=1  i     i     j=1  j    ^
       n,  + r\2  -  2
                       54

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                                  SECTION 4

                         SOIL-PORE LIQUID MONITORING
     The sampling  of soil-pore  liquid was  reported  in the  literature  in  the
early  1900's  when  Briggs and  McCall  (1904)  described a  porous  ceramic  cup
which they  termed  an "artificial root".  The  sampling  of  soil-pore liquid  has
received increasing  attention in more recent years as  concern  over migration
of pollutants  in  soil  has increased.   As shown  in  Figure  4-1, different soils
are capable of yielding different  levels  of water.  The  unsaturated  zone,  as
described in Section 2,  is  the layer  of soil  between  the  land surface and  the
groundwater table.   At  saturation  the volumetric water content  is equivalent
to the  soil porosity (see  Figure  4-1).   In contrast the  unsaturated  zone  is
usually  found   to  have   a soil  moisture  content less  than  saturation.   For
example, the specific retention curve  on Figure  4-1  depicts the percentage  of
water retained  in  previously saturated soils  of  varying texture after gravity
drainage  has  occurred.   Suction-cup  lysimeters  are  used  to  sample  pore
liquids  in  unsaturated  media because  pore  liquid  will  not readily enter  an
open  cavity   at   pressures   less  than  atmospheric   (The  Richard's  outflow
principle).

     Suction-cup  lysimeters   are  made  up  of  a   body  tube  and  a  porous  cup.
When placed in the  soil, the pores in these  cups  become an  extension  of  the
pore space  of  the soil.  Consequently, the  water content of  the  soil  and  cup
become  equilibrated  at  the  existing  soil-water  pressure.   By  applying  a
vacuum  to  the  interior of  the cup  such  that the pressure is  slightly  less
inside  the  cups  than  in  the  soil  solution, flow  occurs  into  the cup.  The
sample  is  pumped  to the surface,  permitting  laboratory determination  of  the
quality of the soil  solution  in situ.

     Although  a number  of techniques are available  for indirectly monitoring
the  movement   of  pollutants  beneath  waste  disposal   facilities,  soil  core
sampling and   suction-cup  lysimeters,  remain  the  principal  methods for  dir-
ectly sampling  pore liquids  in  unsaturated  media.   The main  disadvantages  of
soil core  sampling  are that  it is  a destructive technique  (i.e., the  same
sample  location  cannot  be used again) and  it may  miss  fast-moving  constitu-
ents.   Lysimeters  have  been  used for  many  years by agriculturists  for moni-
toring  the flux  of solutes  beneath  irrigated  fields  (Biggar and  Nielsen,
1976).   Similarly,  they have been  used to  detect the deep  movement  of pollu-
tants  beneath   land  treatment  units   (Parizek  and  Lane,  1970).   Inasmuch  as
lysimeters  are the  primary  tools  for soil  pore  liquid  monitoring at  land
treatment  units,  understanding  the  basic   principles  of  lysimeter  operation
and their  limitations  is important to owners  and operators of  such  units,  as
well as those  charged  with  permitting  land treatment  units.   This  section
will discuss   soil  moisture/tension  relationships,  soil  pore-liquid  sampling
equipment,   site selection,  sampling  frequency   and  depths,  installation  and
operation  of   the  available  devices,  and  sample  collection,  preservation,
storage, and shipping.
                                       55

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   45

   40

   35-

*™
D  30-

5  25-
3  15-

           POROSITY
                                       SPECIFIC RETENTION
       CO
           CO
                UJ
                I
3
3
UJ
                                SCO
3

z§
                                     o
        Figure 4-1.   Variation  of porosity,  specific yield,  and
                     specific retention with grain  size  (Scott
                     and Scalmanini,  1978)
                                  56

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     It  should  be  recognized,  however,  that situations  may occur  where  the
flow velocities  in  the  unsaturated  zone are  higher than  empirically  demon-
strated  by  Darcy's Law.   As  a  result, the  wetting  front will not  be uniform
and most of  the  flow will  occur  through macropores.   This type  of gravity
flow in  highly structured  soils will  not  be  sampled effectively  by suction
lysimeters.   The  most  promising technique  for  sampling soil pore-liquid  in
highly structured  soils  is  pan  lysimeters   (e.g.,  free  drainage glass  block
samplers).  This kind of sampling  probably  will  have its most utility  in  the
treatment  demonstration  phase  of   a  permit application  because  structured
soils that  permit  gravity flow may  not have sufficient  treatment capabilities
to  satisfy the  treatment demonstration.   If the  treatment  demonstration  is
successfully  completed,   pan  lysimeters  may be  an   important  element in  the
soil pore-liquid monitoring program  for the  full-scale facility.

4.1  SOIL MOISTURE/TENSION RELATIONSHIPS

     Unlike water  in a bucket, free, unlimited access to water does not  exist
in  the  soil.   Soil water or,  as it  is frequently called,  "soil  moisture",  is
stored in  the small  "capillary"  spaces  between  the  soil  particles  and on  the
surfaces  of the soil particles.   The  water is  attracted  to the soil  parti-
cles,  and  tends  to  adhere  to  the  soil.   The  smaller  the  capillary  spaces
between  the particles,  the  greater  the  sticking force.   For this  reason,  it
is  harder  to get moisture out  of fine clay  soils  than  it is from  the  larger
pores  in sandy  soils, even if the  percent of moisture in the soil,  by weight,
is  the same.

     Figure  4-2  shows the results  of careful research work  done with special
extractors.   As  described  by the  Soilmoisture   Equipment  Corporation (1983),
the graph  shows  the  relationship of the  percent of  moisture  in  a soil to  the
pressure required   to remove the  moisture  from  the  soil.   These  are  called
Moisture Retention  Curves.   The pressure  is  measured in  bars* which is a unit
of  pressure  in  the  metric  system.  Figure  4-2  clearly  points  out  that  two
factors  are  involved in  determining  ease   of  water  sampling:   1)  moisture
content, and  2) soil  type.

     Moisture  in  unsaturated  soil   is  always  held   at  suctions   or pressures
below  atmospheric   pressure.   To  remove   the  moisture,  one  must be able  to
develop  a  negative  pressure  or vacuum to pull  the  moisture  away from  around
the soil  particles.   For this  reason we  speak  of  "Soil  Suction".  In  wet
soils  the  soil suction  is low,  and the  soil  moisture  can  be  removed  rather
easily.  In  dry  soils the Soil  Suction is high,  and it  is difficult to  remove
the soil moisture.

     Given  two soils (one clay  and one sand)  with identical  moisture  con-
tents, it  will  be more  difficult  to extract water  from  the  finer soil  (clay)
because  water is held more strongly  in very  small capillary spaces in clays.
                                                            fi        7
*By  definition a  bar is  a unit  of pressure  equal  to  10  dyne/cm .   It is
equivalent  to 100  kPa  (Kilopascals), or  14.5  psi, or  approximately  1 atmos-
phere, or 750 mm  of mercury, or 29.6 inches of mercury,  or 1,020 cm of water,
or 33.5 feet  of water.
                                       57

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50r
                                   CHINO SILTY CLAY
                                 PACHAPPA FINE SANDY LOAM

                                      HANFORD SAND
                             SOIL SUCTION, BARS
     Figure 4-2.   Moisture retention curves - three soil types
                  (Soilmoisture Equipment Corp., 1983)
                                58

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     Another  fact,  brought  out by  the graphs  on Figure  4-2, is  that silty
clay soil  with 30  percent moisture,  if  placed in  contact with a  sandy soil
with only  10  percent  moisture  will  actually suck  moisture out of  the sandy
soil until the  moisture  content in the sandy  soil  is  only  5 percent.  This is
due to the greater  soil tension  in the  fine clay texture.

4.2  PORE-LIQUID SAMPLING  EQUIPMENT

     Well  and open  cavities cannot be  used to collect solution flowing in the
unsaturated  zone under  suction  (negative pressures).   The  sampling  devices
for  such  unsaturated  media are  thus  called  suction  samplers  or  lysimeters.
Everett  et al.  (1983)  provides  an  in depth  evaluation  of  the majority  of
unsaturated  zone monitoring  equipment.   Law  Engineering  and  Testing  Company
(1982)  provides a  description  of some  of  the  available  suction  lysimeters
(Appendix  D).  Three  types of  suction lysimeters  are   (1)  ceramic-type  sam-
plers, (2) hollow fiber samplers, and  (3)  membrane filter samplers.

     Because  of the  potential  for macropore  flow,  pan  lysimetry  should  be
employed  for  soil-pore  liquid  monitoring in addition  to  suction  lysimetry
during the treatment demonstration.   While  pan lysimeters  (e.g.,  glass block
samplers)  are not  at present commercially available,  they  are relatively easy
to  construct  and   instrument   (R.R.  Parizek,  personal   communication,  1984).
However,  installation  will  require  more  skill  and effort  than  suction lysi-
meters (K. Shaffer, personal communication, 1984).

4.2.1  Ceramic-Type Samplers

     Two   types  of  samplers   are  constructed  from  ceramic  material:   the
suction  cup  and the filter  candle.   Both  operate  in  the same manner.   Basic-
ally,  ceramic-type  samplers  comprise  the same  type  of  ceramic cups  used  in
tensiometers.   When placed  in  the  soil,  the  pores  in  these cups  become  an
extension  of  the pore space of the soil.   Although cups have limitations,  at
the  present  time  they  appear  to  be  the best  tool   available for  sampling
unsaturated media,  particularly in the field.  The  use  of  teflon  for the body
tube  parts and  the porous segment  (instead  of a  porous  ceramic)  may reduce
the chemical  interaction between the sampler  and the hazardous waste.


     Suction  cups  may  be  subdivided into  three   categories:   (1)  vacuum
operated  soil-water samplers,  (2)  vacuum-pressure  samplers, and  (3)  vacuum-
pressure  samplers  with  check   valves.   Soil-water samplers  generally  consist
of  a  ceramic  cup mounted  on  the end of a small-diameter PVC tube,  similar to
a  tensiometer  (see  Figure 4-3).   The upper  end  of  the  PVC  tubing projects
above the  soil  surface.   A rubber stopper and outlet  tubing are inserted into
the upper  end.   Vacuum is  applied to the  system and soil water moves into the
cup.   To  extract   a  sample,  a  small-diameter tube  is  inserted  within  the
outlet tubing and extended to the base of the cup.  The small-diameter tubing
is  connected  to a  sample-collection  flask.   A vacuum  is  applied  via  a hand
vacuum-pressure  pump  and  the  sample  is  sucked  into  the  collection  flask.
These units are generally  used to sample  to  depths  up to 6 feet from the land
surface.    Consequently,  they  are  used primarily  to  monitor  the  near-surface
movement  of  pollutants  from  land  disposal  facilities  or  from  irrigation
return flow.
                                       59

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PLASTIC TUBE
           WATER
           SAMPLED
                               VACUUM TEST HAND PUMP
                          VACUUM
                    COLLECTED SOIL-WATER SAMPLE
 Figure 4-3.  Soil-water sampler (courtesy, Soilmoisture
             Equipment Corp., 1978)
                         60

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     To extract  samples from  depths greater  than the  suction  lift  of  water
(about 25  feet), a  second type  of unit  is  available, the  so-called vacuum-
pressure lysimeter.   These units were  developed  by  Parizek  and  Lane  (1970)
for sampling  the deep movement of  pollutants  from a  land  disposal  project in
Pennsylvania.  The design  of  the Parizek  and  Lane sampler is shown  in  Figure
4-4.  The  body  tube  of  the unit is about  2  feet  long, holding about 1  liter
of  sample.   Two  copper lines  are   forced  through a  two-hole  rubber stopper
sealed into  a body tube.  One  copper  line extends to the  base  of  the ceramic
cup  as  shown  and the  other  terminates  a short  distance  below  the  rubber
stopper.    The longer  line  connects to  a  sample  bottle  and  the shorter  line*
connects to a vacuum-pressure pump.   All lines and connections are sealed.

     In operation, a  vacuum is applied  to the system (the longer  tube  to  the
sample bottle  is clamped shut  at this  time).   When  sufficient  time  has  been
allowed for  the unit  to fill  with  solution,  the  vacuum  is  released and  the
clamp on  the outlet  line  is  opened.   Air pressure  is then applied to  the
system, forcing  the  sample into  the collection flask.   A basic problem  with
this unit  is that when  air pressure is applied,  some of  the solution  in  the
cup  may be   forced  back  through  the  cup  into   the surrounding  pore-water
system.  Consequently,  this type  of pressure-vacuum system is recommended  for
depths  only   up  to  about  50  feet   below  land  surface.    In  addition to  the
monitoring effort  of  Parizek and  Lane, these  units  were used  by Apgar  and
Langmuir (1971)  to sample  leachate movement  in the  vadose zone underlying  a
sanitary landfill.

     Morrison and  Tsai  (1981)  proposed a  modified  lysimeter design  with  the
porous material  located midway  up the  sampling   chamber  instead  of at  the
bottom (see  Figure 4-5, Morrison and Tsai,  1981).   This mitigated the  basic
problem of sample  solution being forced back  through  the cup when air  press-
ure  is  applied.   Polyethylene  with  2.5-micron pores   has been substituted  for
ceramic porous  material  to provide  greater sampler durability  and  comparable
or reduced ion attenuation potential.

     Wood  (1973)  reported  on  a modified version of the design  of  Parizek  and
Lane.  Wood's design  is the  third  suction  sampler discussed in this subsec-
tion.  Wood's design  overcomes  the  main problem of the  simple pressure-vacuum
system; namely,  that  solution  is forced out  of the cup during  application  of
pressure.  A sketch  of the sampler  is  shown  in Figure 4-6.  The cup  ensemble
is  divided  into lower  and  upper  chambers.    The two  chambers are  isolated
except for  a  connecting tube  with a  check  valve.   A  sample  delivery  tube
extends from the base  of  the  upper chamber  to the  surface.   This, tube  also
contains a check valve.   A second  shorter  tube  terminating at the top  of  the
sampler is used to deliver vacuum  or  pressure.   In   operation,  when  a  vacuum
is  applied to  the  system, it  extends  to the  cup through  the open  one-way
check  valve.  The  second  check valve  in  the delivery  tube  is  shut.   The
sample is  delivered  into  the  upper chamber, which  is  about  1   liter  (0.26
gallon)  in capacity.   To  deliver  the  sample  to  the  surface,  the vacuum  is
released and pressure (generally of nitrogen  gas) is applied to  the shorter
tube.  The one-way valve  to the cup  is  shut  and the one-way  valve in  the
delivery tube  is opened.  Sample is then  forced to the surface.   High  press-
ures  can   be applied  with this unit   without  danger  of damaging   the  cup.
Consequently, this sampler  can  be used  to depths  of about  150 feet below land
surface  (Soilmoisture  Equipment  Corporation,  1978).   Wood and  Signer  (1975)
used this  sampler  to  examine  geochemical  changes  in  water during  flow  in  the
vadose zone underlying recharge basins in Texas.

                                       61

-------
,2-WAY PUMP
                                PLASTIC TUBE
                                AND CLAMP
VACUUM PORT
AND GAUGE
              PLASTIC TUBE
              AND CLAMP
                    TAPE

              PRESSURE „
              VACUUM IN
                       8ENTCNITE-

                       a/I6HNCH
                    COPPER TUBE
                    PLASTIC PIPE
                 24 INCHES LONG

                      6-INCH HOLE
                      WITH TAMPED
                       SlUCA SAND
                       '  BACKFILL
                       POROUS CUP


                        BENTONITE
                                \>^

                              f^rf   SAMPLE BOTTLE

                                /IPs
                                              -DISCHARGE TUBE
            Figure 4-4.   Vacuum-pressure sampler (Parizek and
                        Lane, 1970)
                                62

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PRESSURE/VACUUM INLET-
     2-incfc 0.0. PVC TUBE •
   COLLECTION CHAMBER-
    THREADED COUPLING-
                                                  •EXTRACTION OUTLET
                                                  -THREADED COUPLING
                                                  •RIGID 1/4-inch I.D. PVC TUBE
                                                  .2.5 MICRON POLYETHYLENE
                                                   POROUS METERIAL
                                                   PVC WELL POINT
             Figure 4-5.  Modified pressure-vacuum lysimeter
                          (Morrison and Tsai,  1981).
                                    63

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                           VACUUM-AIR PRESSURE  LINE
                            UPPER CHECK  VALVE

                              MPLS  DISCHARGE LINE
                            UPPER CHAMBER
                             LOWER  CHECK VALVE
                             TUBING
                              LOWER  CHAMBER
                                T10N  CUP
Figure 4-6.  "Hi/pressure-vacuum soil-water sampler" (courtesy
            Soilmoisture  Equipment Corp., 1978)
                           64

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     A sampling unit  employing a filter candle  is  described  by  Duke and Haise
(1973).   The  unit,  described  as  a  "vacuum  extractor,"  is installed  below
plant  roots.    Figure  4-7  shows  an  illustrative  installation.   The  unit
consists of a  galvanized  sheet  metal  trough  open  at  the top.   A  porous
ceramic candle  (12 inches  long  and  1.27 inches  in  diameter) is  placed  into
the base of the trough.  A plastic pipe  sealed  into one end  of  the candle is
connected  to  a sample  bottle  located  in  a  nearby  manhole or  trench.   A
small-diameter  tube attached  to the other end of  the candle  is  used  to rewet
the candle  as  necessary.  The  trough  is  filled  with soil  and placed  within a
horizontal   cavity  of the  same  dimensions  as  the  trough.   The  trough  and
enclosed filter candle are pressed  up against  the  soil  via  an  air pillow or
mechanical   jack.   In  operation, vacuum  is  applied  to  the  system to  induce
soil-water  flow into the  trough and candle  at  the same  rate as in  the  sur-
rounding  soil.   The   amount   of  vacuum  is  determined  from   tensiometers.
Hoffman et  al.  (1978) used this type of  sampler to collect samples  of irriga-
tion  water leaching  beneath  the roots  of orange trees  during return  flow
studies at Tacna, Arizona.

4.2.2  Cellulose-Acetate Hollow  Fiber Samplers

     Jackson,  Brinkley,  and  Bondietti  (1976)  described  a  suction  sampler
constructed of  cellulose-acetate  hollow fibers.   These semi permeable  fibers
have  been  used  for  dialysis  of aqueous  solutions,  functioning  as molecular
sieves.  Soil  column  studies  using  a bundle of fibers to extract  soil  solu-
tion  showed  that  the  fibers  were  sufficiently  permeable   to   permit  rapid
extraction  of   solution  for analysis.   Soil  solution  was  extracted  at  soil-
water contents  ranging from 50  to 20 percent.

     Levin  and  Jackson  (1977) compare ceramic  cup samplers   and  hollow fiber
samplers for  collecting soil  solution  samples  from intact soil  cores.   Their
conclusion  is:    "...  porous   cup  lysimeters  and  hollow fibers  are  viable
extraction  devices for  obtaining  soil  solution  samples for determining  EC,
Ca,  Mg,  and PO.-P.  Their  suitability  for N03-N  is questionable."   They  also
conclude that   nollow  fiber samplers  are more  suited  to  laboratory  studies,
where ceramic samplers are more  useful for field sampling.

4.2.3  Membrane Filter Samplers

     Stevenson  (1978)  presents  the  design  of  a suction   sampler  using  a
membrane  filter and   a  glass  fiber  prefilter  mounted  in  a "Swinnex"  type
filter  holder.   Figure 4-8 shows the  construction of the  unit.   The membrane
filters  are composed of  polycarbonate  or  cellulose-acetate.   The "Swinnex"
filter  holders  are manufactured by  the  Millipore Corporation for  filtration
of  fluids  delivered  by syringe.  A  flexible tube  is  attached   to  the  filter
holder  to   permit  applying  a  vacuum to  the system  and  for delivering  the
sample to a bottle.

     The sampler is  placed in  a hole  dug to  a  selected depth.   Sheets of
glass fiber "collectors" are  placed  in  the  bottom of  the  hole.   Next,  two or
three smaller glass  fiber "wick" discs  that fit within  the  filter  holder are
placed  in  the  hole.   Subsequently,  the  filter  holder  is  placed in  the  hole
with  the  glass  fiber  prefilter in  the  holder contacting the  "wick"  discs.
The hole is then backfilled.
                                       65

-------
                      CROSS SECTION
                         A—A
ADJUSTABLE
    VACUUM
  SOLUTION
                                  DUAL CHAMB
                                  TRICKLE TUBING
                                  FILTER  CANDLE-7
       AIR PILLOW
UNDISTURBED
   SOIL
DISTURBED
   SOIL
     SAMPUN6
       BOTTLE
SHEET METAl;
  TROUGH
          — *=*
             Figure 4-7.   Facilities for sampling irrigation return flow
                          via  filter candles, for research project at
                          Tacna, Arizona (Hoffman et  al., 1978)
                                        66

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SOIL
                                     SAMPLING TUBE
                                     FILTER SUPPORT/BASE
                                                      "SWINNEX"
                                                       FILTER  HOLDER
                                                  MEMBRANE  FILTER
                                                   LASS FIBER PREF1LTER


                                                   iLASS FIBER "WICX"
                                                      ;:-*-^3LASs
                                                          FIBER
                                                      •:':  COLLECTOR
                         SOIL
            Figure 4-8.  Membrane filter sampler (Stevenson, 1978)
                                    67

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     In operation, soil  water  is drawn into the  collector  system by capillar-
ity.   Subsequently,  water  flows  in  the  collector  sheets  toward  the  glass
fiber wicks as a result of the suction applied to the filter holder
assembly.   The  glass   fiber   prefilter  minimizes  clogging  of  the  membrane
filter by fine material in the soil solution.

     During field tests  with the sampler,  it was observed  that  sampling  rates
decreased  with  decreasing  soil-water  content.   The  "wick  and  collector"
system  provided  contact with  a  relatively  large  area  of  the soil  and  a
favorable  sampling  rate  was   maintained  even  when  the  "collector"  became
blocked with  fine  soil.   The basic  sampling unit can be  used to depths  of  4
meters.

4.2.4  Pan Lysimeters

     The  likelihood  that bypass  of  a suction lysimeter  will occur should  be
demonstrated  during  the  treatment   demonstration  phase  for  land  treatment
units  located  in  highly structured soils.    It is important  to acknowledge the
occurrence  of macropore flow  under  certain soil conditions and  its  signifi-
cant  potential  to contaminate  groundwater.   The most appropriate  device  for
sampling  macropore  flow is the  pan-type lysimeter.   The suction  lysimeter  is
unable to effectively sample macropore flow.

     There are  a  number  of designs for pan-type lysimeters.   Parizek  and  Lane
(1970) constructed a 12x15  inch  pan  lysimeter  (Figure  4-9)  from 16 gauge  sheet
metal.  Barbee  (1983)  employed a perforated 12x12  inch  glass brick,  the  kind
used in masonry construction, as a pan lysimeter (Figure  4-10).  Shaffer et al.
(1979) devised  a  20  cm diameter pan  lysimeter with a  tension  plate  capable  of
pulling  6 centibars of  tension.  A  pan  lysimeter can  be  constructed of  any
non-porous material provided a leachate-pan interaction will not jeopardize the
validity  of the monitoring  objectives.   The  pan  itself may be thought  of  as  a
shallow  draft  funnel.   Water  draining freely   through  the  macropores  will
collect  in the soil  just above  the pan  cavity.   When  the  tension  in  the
collecting water reaches zero,  dripping  will initiate  and the pan will  funnel
the leachate into a sampling bottle.   The use of a tension plate or a fine  sand
packing  reduces the  extent  of  capillary  perching  at   the  cavity  face  and
promotes free water flow into the pan.
4.3  CRITERIA FOR SELECTING SOIL-PORE LIQUID SAMPLERS

     In selecting  soil-pore  liquid  sampling equipment, the  following  criteria
should  be  considered:   cost,  commercial  availability,  installation  require-
ments,  hazardous   waste  interaction,  vacuum  requirements,   soil   moisture
content,  soil   characteristics   and  moisture  regimes,  durability,   sample
volume, and  sampling  depth.   Fritted  glass  samplers,  for  example,  are  too
fragile  for  field  application.   Plastic  lysimeters  require  a  continuous
vacuum  and  high  soil moisture  levels.   The  vacuum  extractor
requires  intensive  installation procedures  and  a  continuous
"Swinnex"   sampler  has  difficult  installation  procedures  and
small a sample.   Some samplers,  such  as  the  aluminum oxide  porous cup  sam-
pler, are not  commercially  available.   All teflon samplers  are more expensive
than PVC body  parts and  ceramic  cups.   The high pressure-vacuum  samplers  are
not required  for the shallow sampling depths  at  land  treatment  units.   The
is  expensive,
 vacuum.    The
 produces   too
                                       68

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          -12 in-
        SIDE VIEW
             COPPER
             TUBING
         -15in
        PLAN VIEW
                                 GALVANIZED
                                 16-GAGE
                                 METAL PANS
Figure 4-9.  Example of a pan lysimeter
                69

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Figure 4-10.   Free drainage glass block sampler

-------
simple  vacuum  lysimeter cannot  be  used  in situ  with  the sampler  totally
covered by soil.

     In most  cases,  the lysimeters of  choice at land treatment  units  will  be
pressure-vacuum  ceramic or  teflon lysimeters.   Both the  ceramic and  teflon
models  have  certain  limitations,  which  are currently  being evaluated  in  an
EPA research  project.   Most pressure-vacuum  lysimeters  are  reasonably  priced,
commercially  available,  and easy  to  install.  In addition,  a  constant vacuum
apparatus  is  not required.  They  can  be  used in situ  at depths well  within
the  requirements  of land  treatment  units  and  can  produce a  large  sample
volume.  Body tubes  of  various lengths are  available  to compliment  the volume
and sample depth requirements.

     Macropore  flow  may be of  concern  depending  upon the soil  structure.   In
this  case, pan lysimeters  samplers  are  able  to  most  efficiently  sample  a
pulsed  element  input (i.e., large rainfall  event) to  saturated  flow; whereas,
the suction sampler  samples saturated  flow  less  efficiently  and  non-saturated
flow  more efficiently.   These  results agree with  other  studies  which  have
shown  that pan  lysimeters  can only  sample  and  thus  monitor the movement  of
gravitational   water  when  precipitation  is  equal  to  or greater  than  field
capacity  requirements or  when  there   is  a  large water input  into  the  soil
(Parizek  and  Lane,  1970;  Tadros  and  McGarity,  1976;  Fenn et  al.,   1977).
However,  in the unsaturated zone  of  soils,  most water movement  is in  the wet
moisture  range  (0   to  -50  kPa soil   moisture  tensions, Reeve  and Doering,
1965),  and  in   well structured  soils  through   macropores   (Shaffer  et  al.,
1979),  which  accounts for  the  vast majority  of the water and chemical  consti-
tuents  that  can  be  lost  from the soil  by  leaching.   Thus, a  free drainage
sampler  could  have   the following  advantages  over  the porous  suction cup
design:

        1)   It  is a  continuously sampling  "collection" system without the
            need  for   continuous   vacuum,   thus   reducing  its   cost   of
            operation.

        2)   Because  vacuum is not needed to extract a soil solution sample
            from  the soil,  there  is  less  potential  for  losing  volatile
            compounds in the sample obtained.

        3)   Its  large surface  area may  enhance sample representativeness,
            particularly in well structured soils.

       4)   The  method  of  installation   allows  monitoring  the  natural
            percolation  of  liquids through  the   unsaturated  zone without
            alteration of flow.

       5)   If  made  of  chemically  inert  materials  (i.e., glass),  it  has
            less  potential  for altering  the chemical  composition  of  a
            sample obtained by  it.

4.3.1  Preparation of the Samplers

     A  decision  must be made on the  size of pressure-vacuum lysimeters  to  be
installed  at  the  site, and  the  composition of the pressure-vacuum  tubing.
According  to  data by  Silkworth  and  Grigal  (1981),  the larger commercially


                                        71

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available  units  with  a  4.8  cm diameter  are more  reliable than  the 2.2  cm
diameter units,  influence water  quality less,  and  yield a  larger volume  of
sample for  analysis.   Although various  materials  have  been  used for  conduct-
ing tubing  (e.g., polypropylene and  copper tubing),  it is advisable to select
teflon tubing to minimize contamination and interference with the sample.

     In  order to  avoid   interferences  from  chemical   substances  attached  to
porous  sampling  points,  it  is  recommended  advisable  to prepare  each  unit
using  the  following procedure  described by  Wood  (1973).  Clean  the   cups  by
letting  approximately  1   liter  of 8N  Hcl  seep  through  them,  and  rinse  thor-
oughly by  allowing  15 to 20  liters  of  distilled  water to seep through.   The
cups  are adequately  rinsed  when  there  is less  than   a  2 percent  difference
between  the  specific  conductance  of the distilled water input and the output
from the cup.

4.4  RANDOM PORE-LIQUID MONITORING SITE SELECTION

     The RCRA Guidance Document:   Land  Treatment  Units  (EPA,  1983b)  includes
recommendations on  the numbers  and  locations  of pore-liquid samplers  for both
background  and active portions,  as well  as  the  specifications for  sampling
frequency.  These specifications are summarized on  Table 4-1.

     The  RCRA  guidance   document  suggests   that  the  pore-liquid  monitoring
sites  be randomly  selected.   In  practice, each site  is  selected  separately,
randomly,  and independently of any sites  previously  drawn.   For  pore-liquid
monitoring,  each  site to be  included  in  the "sample"  is a  volume of liquid
(soil-pore liquid).

     The field location  for  soil-pore  liquid  devices is  obtained by selecting
random distances on a  coordinate  system and using the  intersection of the  two
random distances on a coordinate  system as the  location at which  a soil-pore
liquid monitoring device  should be installed.

     The  location,  within  a  given  uniform  area  of   a   land  treatment  unit
(i.e.,  active portion  monitoring), at  which  a  soil-pore  liquid  monitoring
device should be  installed  is  determined  using  the following  procedure  (EPA,
1983b):

       (1)  Divide  the land treatment unit  into  uniform areas  (see  Figure
            3-12).    A qualified  soil  scientist should  be  consulted  in
            completing this  step.

       (2)  Map each uniform area by establishing  two base lines at right
            angles  to each other which intersect at  an  arbitrarily  selec-
            ted origin, for example, the southwest corner.  Each baseline
            should extend to the boundary of the uniform area.

       (3)  Establish a scale interval  along each base  line.   The units of
            this scale may be feet,  yards,  miles, or other units depending
            on the  size  of  the uniform  area.  Both base  lines  must  have
            the same scale.
                                       72

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           TABLE 4-1.  SUMMARY OF GUIDANCE ON PORE-LIQUID SAMPLING
                                       Location of Sampling
Location       Number of Units         Portion of Unit           Frequency


Background     2 each on similar       With 12 inch depth        Quarterly or
               soils found on          below treatment zone      whenever
               treatment area                                    liquid is
                                                                 present

Active         a. Uniform area         With 12 inch depth        Quarterly or
               less than 12 acres;     below treatment zone      within 24
               6 units                                           hours of
               b. Uniform area                                   significant
               greater than 12                                   waste appli-
               acres:  2 per 4 acres                             cation
                                 73

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       (4)  Draw two  random  numbers from a random  numbers  table (usually
            available in any basic  statistics  book,  see  Appendix A).  Use
            these  numbers  to  locate one  point  along  each  of  the base
            lines.

       (5)  Locate the  intersection of  two  lines drawn  perpendicular to
            these two base line points.  This  intersection  represents one
            randomly  selected  location  for installation  of  one soil-pore
            liquid  device.    If  this  location  at  the  intersection  is
            outside the  uniform area or is within  10 m  of  another loca-
            tion, disregard and repeat the  above procedure.

       (6)  For soil-pore liquid monitoring,  repeat the above procedure as
            many times as necessary  to obtain  six  locations  for installa-
            tion of  a soil-pore  liquid  monitoring device  (location)  per
            uniform area, but  no less than two devices  per  1.5 hectares
            (4 acres).  Monitoring  at  these  same randomly  selected loca-
            tions will  continue throughout the  land treatment  unit life
            (i.e.,  devices do  not have  to  be   relocated  at  every sampling
            event).

       (7)  If the device must be replaced  for some reason,  go through the
            procedure again to get a new location.

     One  point should  be  made  regarding  randomly  locating soil-pore  liquid
monitoring devices in the  active  portion according to the  procedure specified
above.   In  order to prevent operational inconvenience  and  sampling  bias,  the
monitoring  system  should be designed  and  installed  so  that the  above-ground
portion  of the  device  is   located  at  least  10  meters  (30  feet)  from  the
sampling  location.    If  the  above-ground  portion  of  the  device  is  located
immediately above  the  sampling  device,  the  sampling location  will often  be
avoided  because  of operational  difficulties.   Thus, samples collected  at this
location  will  be  biased and  not  representative  of  the  treated  area.   The
distance  may  be  shorter than  10 m  (30  ft)   if the  operator  can ensure  no
sampling  bias  (i.e., hazardous waste treatment practices   above  the  sampler
will  be  the   same  as  the  rest  of the  uniform  area)  due  to  operational
practices.

     Locations for monitoring  on  background  areas  should  be randomly  deter-
mined using the following procedure:

       (I)  Consult a qualified  soil  scientist in determining  an  accept-
            able background  area.   The  background area must  have  charac-
            teristics (i.e.,  at least soil series classification)  similar
            to those  present in  the  uniform   area  of the land  treatment
            unit it is representing.

       (2)  Map  an  arbitrarily selected portion of  the background  area
            (preferably  the  same size as  the uniform area) by establishing
            two base lines at  right angles  to each other which  intersect
            at an arbitrarily selected origin.

       (3)  Complete  steps  3, 4, and 5 as defined above.
                                       74

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       (4)  For  soil-pore  liquid  monitoring,  repeat  this procedure  as
            necessary to  obtain  two locations for  soil-pore  liquid moni-
            toring devices within each background area.

4.4.1  Surveying in the Locations of Sites and Site Designations

     The  exact  location  of each sampler  on the  active and  background  areas
should be designated  on a  detailed  map  of the  treatment  area.   Subsequently,
a  surveying crew should  be  sent   into  the  field  to precisely  locate  the
coordinates of  the sites  in reference  to a permanent  marker.   This step  is
important to facilitate future recovery of any failed samplers.

     For  convenience,  each  sampler  location  should  be  given  a  descriptive
designation to facilitate all future activities at the site.  For example, this
designation should  be posted at  the sampling station  (which  will  be off  the
active portion)  and  should  be  marked on  all  collection flasks  to facilitate
differentiating between  samples.   Examples of  site designations are shown  in
Figure  4-11.   The  selection of a  designation  is purely  arbitrary and  any
convenient or easily  recalled symbol could be used.

4.5  SAMPLE NUMBER, SIZE, FREQUENCY AND DEPTHS

     Background  concentrations  of  hazardous constituents  can be  established
using the following procedures.

       (1)  For each  soil  series present  (see Figure  3-12)  in the  treat-
            ment zone,  install  two  soil-pore liquid monitoring devices  at
            randomly  selected locations  in similar  soils  (Figure  4-12)
            where  waste  has not  been  applied.   The  sample  collecting
            portions  of the monitoring devices should be placed at a depth
            no greater  than 30  centimeters  (12 inches) below the  actual
            treatment zone used at the unit (Figure 4-13).

       (2)  Collect a sample from each  of the  soil-pore liquid monitoring
            devices on  at least  a  quarterly basis  for  at  least  one year.
            If liquid is  not  present at  a regularly  scheduled  sampling
            event,  a  sample  should  be  collected  as   soon  as liquid  is
            present.

       (3)  Composite the  two quarterly samples  (from different  devices)
            to  form  one  composite   sample for  analysis each quarter;  a
            total of  four composite  samples will  be formed over the one
            year period.

     The  active  portion  of a  land treatment  unit can be sampled  using  the
following procedures:

       (1)  The  owner  or  operator   should install  six soil-pore  liquid
            monitoring devices at randomly selected locations  per uniform
            area, but no less than two devices per  1.5 hectares (4 acres).
            A uniform area  is  an area  of the  active portion of  a  land
            treatment unit  which is  composed  of  soils  of the  same  soil
            series  and   to  which  similar wastes  or  waste mixtures  are^
            applied at  similar  application rates.   The sample collecting
            portion of the monitoring  device should be  placed at a  depth

                                       75

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CD
                                           '_jjM(j?~''~~miir
                                    fe^^z^^zizs^z^s^^^iz^^z-zz^z^is:
                                                                                                        NEC-1
                                                                                                     SAMPLING
                                                                                                      STATION
                                    SWC-'l
                                  SAMPLWG
                                   SJAJ\ON
                                                                                                     EM-1
                                                                                                  SAMPLING
                                                                                                   STATION
                           Figure 4-11.  Sketch of land treatment site  showing  designations
                                         at pore-liquid sampling sites  (SWC1 =  southwest  corner;
                                         NE1 = northeast corner; EMI =  east-middle of field)

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             BACKGROUND
      2 SOIL PORE-LIQUID
     MONITORING DEVICES
     FOR EACH SOIL SERIES
ACTIVE
                               6 SOIL PORE-LIQUID
                              MONITORING DEVICES
                               PER UNIFORM AREA
                        INITIAL SOIL SURFACE
                   30cm
                   (12 in)
COMPOSITE 2 PORE-LIQUID
SAMPLES TO GET 1 SAMPLE
    PER SOIL SERIES
                                   TREATMENT ZONE
                                                                         1.5m
                                                                         (5ft)
                                          UNSATURATED
                                              ZONE
                                                                       AT LEAST
                                                                          1m
                                                                         (3ft)
                COMPOSITE 2 PORE-LIQUID
                SAMPLES TO GET 3 SAMPLES
                  PER UNIFORM AREA
                        SEASONAL HIGH WATER TABLE
                     Figure 4-12.   Pore  liquid sampling depths

-------
                                     LAND SURFACE
SCREENED BACKFILL
                 *
                       / / / //
                          BENTONITE'
                                    •^ ;vx i;; j.*^:; •;: ::i" t^.

                                    -^ 200-MESH SILICA SAND

                                    »yV-'.'' DCMTrMVIITC
Figure 4-13.  Location of  suction lysimeters
                    78

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            no greater than 30 centimeters (12 inches) below the treatment
            zone (Figure 4-13).

       (2)  Samples from  each  of the  soil-pore  liquid monitoring devices
            should be collected and analyzed at least quarterly unless the
            wastes  are  applied  very  infrequently.    If  liquid  is  not
            present at a  regularly  scheduled  sampling event,  the monitor-
            ing device should  be  evacuated  prior to and checked within 24
            hours following each significant waste application or rainfall
            event, and a sample drawn when sufficient liquid is present.

       (3)  Composite the soil  pore-liquid  samples  from each  uniform area
            in  pairs  to  form  a  minimum of  three  samples for analysis.
            However,  if  a  uniform  area is  greater  than  5   hectares,  a
            minimum of  one composite  sample per  1.5 hectares  should be
            formed.

4.6  INSTALLATION PROCEDURES FOR VACUUM-PRESSURE PORE-LIQUID SAMPLERS
4.6.1  Constructing Trenches and Instrument Shelters

     On background  areas, samplers  may be  installed in a borehole  excavated
by one  of the  augering methods  described  in Section  3.  Similarly,  at  such
sites, the accessories,  such  as vacuum-pressure and  discharge  lines,  could  be
located directly above  or adjoining the access hole.   Such a  simple installa-
tion may  not be possible for  the  active  portion  of the land  treatment  units
because of operational  problems and sampling  bias.   In order  to  avoid damage
to the  sampler and access  tubes in the active  portion, it will  be  necessary
to construct a  trench  from  each  unit to  bring  the  lines  to a  convenient
access point  out  of the active portion.  This trench should  be constructed  to
a  depth  below  the  operating  depths   of  soil  tilling  equipment,  subsurface
injection equipment, or other manipulative equipment.

     The  sampling  unit should  be  installed on  an  angle whenever possible  in
about 30  cm  (1  ft)  or more of undisturbed soil  to  the side of the shaft, such
as illustrated  in  Figure 4-14.  Using one of  the  previously  described  hand
augers, a hole should be  made at an  angle  of 30 to 45° from horizontal  into
the side  of  the trench.   Installed in  this manner, an  undisturbed  soil column
will  be retained  above the sampler.   In addition,  this angular placement will
improve the  sampler's ability  to  collect non-Darcian, macropore  flow.   Given
that the  maximum depth  at  which to  locate  the sampling point of pore-liquid
samplers  should be 30  cm (1  ft)  below the  treatment  zone (EPA,  1983b),  the
maximum  total  depth  of  each  sampling point  (i.e.,  suction-cup)  should  be
about 1.67 m  (5.5 ft) below the land surface.

     Construction of  a  1.5 m  (5 ft) deep  trench,  which may be  up to  10  m (30
ft) in length will  require the use of  trenching  equipment.   Available trench-
ing  devices  in  shallow  trenches  include  backhoes  and  travelling  bucket
trenches  such as the  "ditch  witch."   The exact  grade on the bottom of  the
trench  is not  critical,  but  it may  be helpful  to  survey  in the  total  cut
required at certain distances along the  trench.

     Because members of the field  crew will  be required to  stand in the trench
for  installing  the  samplers,  it  is  advisable  to provide  a  convenient open
working space,  such as  1.82  m (6 ft)  by 1.82 m  (6  ft), at  the sampling point.
Consequently, a  backhoe should  be used to construct a shaft with  approximate
                                        79

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                          SHELTER
00
o
                 m
                 SM;
                 II
                                                         TOP VIEW
                      SHELTER
                              SHAFT OPENING
                               6ftx6ftx5ft
                        CONDUIT TO PROTECT
                       SAMPLER ACCESS LINES
                              30cm(1 ft)

                                     PORE-LIQUID SAMPLER
                                                         SIDE VIEW
                            Figure 4-14.
Views of trench and access shafts at pore-liquid
sampler sites on active land treatment site

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dimensions  of  1.81 m (6 ft) by  1.81 m  (6 ft) by  about  1.5 m   (5 ft)  at each
sampling  location.   Such a  shaft will  also  provide safety of  minimizing the
possibility of  the walls caving  in on  personnel  bent over in  the  hole.  The
shaft will be backfilled when installation is complete.

     It is  highly advisable to locate the  terminal  components  of the sampling
units in  some type of shelter for  protection against  poor weather and vandal-
ism.  A simple  shelter with the  sampler leads  exposed may be satisfactory.  A
portable  pressure/vacuum  hand  pump (see Figure 4-4) could  be used to pull the
sample.   Two   types  of   more   costly  engineered   shelters   are   shown  in
Figures 4-15  and 4-16.   The above-ground  shelter  consists  of  a metal  plate
housing with  a  metal door  secured  by a lock.  The  housing is  of large enough
dimensions  to permit  storing sample  bottles  for  as  many units  as will  be
terminated  in the  shelter, plus  a space for  vacuum  and  pressure  bottles  if
such bottles are  used in  lieu of  hand pumps.

     The  below-ground  type  of  housing consists of  a  metal box  buried  in the
access  road,  with  the  lid  just  below  land  surface.   A  hinged metal  lid  is
attached  with a  locking  device.    The rationale  of this  construction  is that
the  unit  is  out of  sight, particularly  if the  lid  is covered with  earth.
This  technique  is  particularly  advantageous  where  vandalism  is  a  problem.
Again,  the  internal dimensions should be  large enough for  sample bottles and
vacuum/pressure tanks.

     The  following three stages  of  installing  a vacuum-pressure pore  liquid
sampler  are  discussed  below:    1)  installing  vacuum-pressure  and  discharge
lines,  2)  installing  the  sampler  into the  ground,  and  3)  backfilling  the
trench.

4.6.2   Installing Access  Lines

     The  approximate length of the  two  lines in  each  sampler  should be deter-
mined by  measuring the distance  between the  installation  point  and  the above-
ground  access  point (e.g.,  shelter).  The  lines  should be  cut  to this length
plus an allowance for the distance  that  the tubes will extend into the sampler.
Some excess should  be  retained at the above-ground access point.  It is possi-
ble to  lay the tubing directly into the  trench, however, the tubes may crimp in
dry soils.  The  tubes  should be installed into a PVC or metal manifold consis-
ting of small diameter conduit.   Although  the conduit  does provide some struc-
tural  protection  from  compression,  the main  function  of  the  conduit  is  to
discourage  rodents, etc.,  from  physically damaging the  leads.   A  convenient
method for leading  the tubes through the conduit is  to first run a cord through
the tube, attach  the cord to the  two lines, and then pull the lines through the
conduit.  One method for installing the cord is to  attach one  end to a rubber
cork at slightly  smaller  diameter than the inside diameter  of the conduit, then
blowing the cork  and cord through the conduit using  compressed air.

     The  procedure  for installing  access tubes  (Soilmoisture  Equipment Corp.,
1983) into the sampler, before placing the unit in a borehole, is as follows:

     When  installing the tubes,  one  tube  should be  pushed through  the neo-
prene  plug  (see  Figure  4-17)  so  that  the  end of  the  tubing  reaches  almost
down to the bottom  of  the  porous  ceramic  cup.  This  "discharge"  access tube
should  be marked at the other end  in some fashion   to  identify it.  The other


                                       81

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oo
ro
                                 STEEL HOUSING WITH
                                 HINGED STEEL DOOR
                                                               HP
MANIFOLD HOUSING
   ACCESS LINES
 FROM INDIVIDUAL
    SAMPLERS
                                  VACUUM (PRESSURE) BOTTLE
                                                                            PRESSURE-VACUUM
                                                                               RELIEF VALVE
                 VALVE
                              EPf
                                            SAMPLE BOTTLE
                                                                                              PRESSURE-
                                                                                            VACUUM LINES
                                                                                            TO PORE-LIQUID
                                                                                              SAMPLERS
                                                                i .•--^•;-/:;••.•:-.•;;.: •^•-":' -.'••••'•, .-". "~ CONDUIT
                                                                i :&i&i?;$. f i %& FOR BURIED
                                                                :?*?-:y-<\*-;':.f*:-?;i.i :-'-r-:-:i'.;:-;:.i Ar*r«cec i IMCC
                                                                                 '•***• --'^i& ACCESS LINES
                         Figure 4-15.  Above  ground shelter for sample bottles and  accessories
                                      (side  view)

-------
LAYER OF EARTH
                                                       qpMtd
   *  O  «
            HINGED, STEEL DOOR
                 SIDE VIEW OF SHELTER
                                             •  •  O
                                                         TO
                                                      SAMPLERS
                     PRESSURE-VACUUM
                       RELIEF VALVE
                      TANK VALVE-,
                    TO
                  SAMPLERS
       VACUUM (PRESSURE) TANK
    MANIFOLD WITH LINES FROM
      INDIVIDUAL SAMPLERS
SAMPLE BOTTLES
                                                   BURIED CONDUIT
                                                  FOR ACCESS LINES
                                                       - STEEL
                                                       HOUSING
                       TOP VIEW
   Figure 4-16.  Burial  shelter for sample bottle and accessories
                               83

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                             ACCESS TUBE
                             (PRESSURE VACUUM)

                             ACCESS TUBE
                             (DISCHARGE)
                             CLAMP RING

                             NEOPRENE
                             PLUG
                             NAIL OR
                             SIMILAR OBJECT

                             BODY TUBE

                             POROUS CERAMIC CUP
Figure 4-17.   Installation of access tubes in a pressure-vacuum pore-liquid
             sampler (Soilmoisture Equipment Corp., no  date)
                                   84

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"pressure-vacuum"  access  tube  should be  inserted  into  the neoprene  plug so
that it extends through the plug perhaps one  inch.

     After the  tubes  are  installed  (see  Figure  4-17b), tighten the ring clamp
with  a  nail  or similar  object  inserted through  the  holes  provided  in  the
clamps ring.  Tighten only until it  meets  the body  tube.

4.6.3  Step-by-Step Procedures for Installing Vacuum-Pressure.
       Pore Liquid Samplers

     The  procedures  included  in  this section are  adapted  from the operating
procedure  for a commercially available vacuum-pressure  type  sampler.   (These
procedures  are generally  applicable to  similar types  of commercially avail-
able  units and  the  ensuing  discussion  does   not constitute  an endorsement of
this  particular sampler.)  The procedures are grouped into (a) procedures for
preparing  the  hole, and (b) alternative methods  for installing  the  samplers.

4.6.3.1  Constructing the Hole--

      In  rock-free  uniform soils at  shallow depths, use a 5.08 cm  (2 in) screw
or bucket  auger  for coring  the  hole  (see  Figure 4-14)  in  the  side  of the
trench.   If the  soil  is  rocky,  a  10.2  cm  (4  in) auger  should  be used.   It
should  be  kept in mind that  the  depth of hole  required for installing  units
on background areas  will  be  1.67 m  (5.5 ft).  However, on the  treatment areas
the holes  will only  be about one to three feet deep because of the hole angle
and the  preliminary excavation.

      The soil used to  backfill  around  the  bottom  of  the sampler  should  then
 be sifted  enough  a  £"  mesh  screen to remove  pebbles and  rocks.  This  will
 provide  a  reasonably uniform  backfill  soil  for  filling in  around  the  soil
water sampler.

 4.6.3.2   Sampler Installation Procedure--

      The goals of a  careful   installation procedure are:   (1)  to  ensure  good
 contact  between the  suction  cup  portion of the  sampler and the  surrounding
 soil, and  (2)  to  minimize  side leakage of  liquid  along  the sampler wall.
 Although  numerous  installation  procedures   have  been  used  in the past, the
 bentonite clay method is  recommended as the  best  choice  for achieving  both of
 these goals.   This   method   includes  a  silica  sand  layer that  ensures  good
 contact  with  the  suction cup and  a clay plug  that prevents leakage down the
 core hole and along  the  sampler wall.

      Prior to  installation,   the  lysimeters  should be checked  for leaks and
 flushed  with distilled water.  To  check for  leaks, the  lysimeters  are  totally
 immersed in a tank of water.  It is preferable  to  use a glass  aquarium  so  that
 the location of the  leaks (bubbles)  can be easily identified.   One of the tubes
 going into the suction lysimeter is clamped  shut.   A pressure  line is  attached
 to the second tube.   Slowly  increase the  pressure  within  the  suction lysimeter
 to 15 psi.   On teflon lysimeters,  it  is important to check for  leaks  at all
 screw fittings.  In addition, the  teflon cups may  bubble at  pressures  greater
 than 2  psi.   Ceramic  units, on  the other  hand,   should  not  bubble from any
 location  until  at least  15  psi.   All  leaks on  teflon  lysimeters should  be
 corrected using teflon tape.   All leaks on ceramic units should be corrected by


                                        85

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increasing  the  pressure  at  each of  the  fittings  by  screwing  the  pressure
couplings  down.   At  this  point  it  is also  assumed that  the  cups have been
prepared and the  teflon access  tubes  have been installed in the sampler.  The
cups should be installed while they are wet.

4.6.3.3  Bentonite Clay Method—

     The following is a step-by-step description of the bentonite clay install-
ation method:

       (1)  Core hole to desired depth.

       (2)  Pore in 7.6 cm to 12.7 cm (3 in to 5 in) of wet bentonite clay
            to isolate the sampler  from the soil below (see Figure 4-18).

       (3)  Pour in  a small quantity  of  200 mesh silica-sand  slurry  and
            insert soil water sampler.  (Slurry contains 1 Ib of silica  per
            150 ml of water).

       (4)  Pour another layer of 200 mesh silica-sand at least six inches
            deep  around the cup of the soil water sampler.

       (5)  Backfill with native soil to a level just above the soil water
            sampler and  again add 7.6 cm  to 12.7 cm  (3  in to 5  in )  of
            bentonite  as  a plug,  to   further  isolate   the  soil  water
            sampler and  guard against possible channeling of water down
            the hole.

       (6)  Backfill  the  remainder of the hole slowly,  tamping  continu-
            ously  with  a   long  metal  rod.  Again  backfill should be  of
            native soil  free of pebbles and rocks.

4.6.3.4  Backfilling the Trench and Final  Survey—

     Upon  installation  of  the  sampler in  the hole,  as  described above,  and
the  access tubes in  the  trench, it is  time to backfill  both  the trench  and
the  shaft  which  were constructed  around  the sampling point.   First,  however,
it is  advisable  to  survey  in the  exact  location of the  sampler  to facilitate
recovery of the  unit  at some future  time.  Surveying  in the units  in  back-
ground  areas  is  also recommended.  An  initial  vacuum   should  be applied  to
each unit  before backfilling to check for  leaks and to  remove  water  applied
to the slurry.   Backfilling should be  conducted in  stages,  using a mechanical
tamper to  ensure good packing  of each layer.   Special  care is  required when
packing  soil  into  the large  hole excavated at  the sampler location.   It  is
preferable  to  backfill  the trench and access shaft on  the same day  that  the
excavation  is made.   Delays of  1-2 days  can result  in a  lost of  soil  moisture
in the  excavated material  and,  consequently,  problems may occur with  packing
the  soils,  i.e.,  heavy clays.  Although in time the trenches and  shafts will
return to  a natural  bulk  density,  it is  preferable to tamp the backfilled
material  to at least  the original bulk  density or   preferably higher.   If  the
bulk density is  not maintained,  the  trenches and shaft may begin to fill with
water.   In cases where the bulk  density is  difficult to  maintain, a 25 percent
mixture of  bentonite  and soil  should be used in the trenches and shaft.   This
mixture will preclude any buildup of pooled water in the  shaft and trenches.


                                       86

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          TAMP SOIL
                                 SCREENED BACKFILL
                                 BENTONITE
                                 SCREENED BACKFILL


                                 200 MESH
                                 SILICA-SAND


                                 BENTONITE
Figure 4-18.
Bentonite clay method of installing  vacuum-pressure
pore-liquid samplers (Soilmoisture Equipment Corp.,
no date)
                             87

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4.7  OPERATION OF VACUUM-PRESSURE SAMPLING UNITS

     Ideally, persons trained  in the operation of  pore-liquid  samplers should
be selected  for  the sampling program.   Individuals  with a background  in  soil
science are  desirable but not required.   It  is advisable to select  a  perman-
ent  team  of  two individuals  for  the  sampling program,  with  one  individual
being responsible for the operation  and the second  individual  being  a  helper.
A permanent  team ensures  uniformity  in  sample collection and chain of  custody
procedures.

     Prior to obtaining a  sample for  analysis,  good quality  control  procedures
require that  the samplers be evacuated  2-3  days  ahead of the  actual  sampling
time.  By totally removing any fluid  that could have accumulated in the  suction
lysimeter  over  time, the  field technician  is  subsequently able  to  obtain  a
fresh sample  from  the unsaturated  zone.  The procedures  required  to  initially
evacuate  the sampler are  identical  to  the  operational  procedures  identified
below.

     The  stages  in  operating  a   vacuum-pressure  sampler   are  as   follows:
(1) apply  a  vacuum  to  the interior  of the  sampler,  via the  vacuum-pressure
line,  (2)  maintain  the vacuum for a sufficient  period  of  time to  collect  a
sample in the sampler, (3) release the  vacuum,  and  (4)  apply a  pressure to the
vacuum-pressure  line and blow the sample through the sample line into  a  collec-
tion flask.  Details on  each step are included in  this  discussion.

     Two alternatives are available for  applying the vacuum and  pressure during
each collection  cycle.   The  simplest method  is to use a  vacuum-pressure  hand
pump, with a  vacuum dial.  This  method  is  suitable for collecting  samples  from
individual units,  such  as those on  background areas.    In cases in which  the
access  lines from  several units are  brought together into a  common shelter, it
may be more convenient to use separate vacuum and  pressure bottles  connected to
a common manifold with outlets to the individual access lines.

     The procedure  described  in  the  following paragraphs was adopted from the
operating  instructions  for  a  commercially  available  sampler.   Use  of  this
procedure does not constitute an endorsement of this sampler.

       (1)  Close the pinch clamp on  the discharge access tube  (see
            Figure 4-19).    All  pinch  clamps   should  be  tightened  with
            pliers  to eliminate  the  problem  of not sealing.   Finger-tight
            pinching of the clamps  is not sufficient.

       (2)  Apply a  vacuum to  the  pressure-vacuum  line  either by means  of
            a hand  pump  or  by  attaching  a vacuum  bottle.   The  applied
            vacuum should be about  60 centibars (18 inches of mercury).

       (3)  When a  steady vacuum is obtained, attach a  pinch clamp to the
            vacuum-pressure line.  Alternatively, when  a  vacuum bottle  is
            used, it may  be possible to omit using a  pinch clamp in  an
            effort to sustain the requisite vacuum.

       (4)  After a period of time that is deemed  sufficient to collect a
            sample  (a minimum  of 24  hours  in some  cases),  attach sample
            bottles to the discharge  line from each unit.


                                       88

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               PRESSURE
               PORT
               PINCH CLAMP
               OPEN
               (PRESS. VAC.
               ACCESS TUBE)
oc
    VACUUM PORT

    PINCH CLAMP
    CLOSED
    (DISCHARGE
    ACCESS TUBE)
                                    PULLING A VACUUM
                                           PINCH CLAMP
                                           CLOSED
                                           (DISCHARGE
                                           ACCESS TUBE)
                              PINCH CLAMP
                              OPEN
                              (PR ESS. VAC.
                              ACCESS TUBE)
                                                                     PRESSURE
                                                                     PORT
                              VACUUM
                              PORT
PINCH CLAMP
OPEN
(DISCHARGE
ACCESS TUBE)

  COLLECTED
  WATER
  SAMPLE
               PINCH CLAMP
               CLOSED
               (PRESS. VAC.
               ACCESS TUBE)
                                                                                                (0
                                            SOIL WATER SAMPLE
                                       (B)
                         Figure 4-19.
Stages in the collection of a pore-liquid sample using a
vacuum-pressure sampler (Soilmoisture Equipment Corp.,
no date)

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       (5)  Release the vacuum by  opening  the  pinch clamp or removing the
            vacuum bottle.

       (6)  Apply 1 to 2 atmosphere of air pressure to the pressure-vacuum
            lines, either  by using  a  hand pump  or by  installing  a con-
            tainer of compressed air, and  blow the liquid sample from the
            sampler into the collection flasks (see Figure 4-19).

       (7)  Remove and seal the flasks

     The  volume  of sample  required  is  dependent  upon  the number  and  kind of
analysis  to  be performed.   It may be found during a sampling  cycle  that the
volume of sample  obtained  from a particular unit  or  units  is  not great enough
to  permit analysis.   Alternatively,  no sample  at all  may be  obtained.   For
these  cases  it will  be  necessary  to repeat each  step using  a  greater vacuum
and longer sampling interval.

4.8  SPECIAL PROBLEMS AND SAFETY PRECAUTIONS

     The  successful  operation  of  pore-liquid  samplers  may  be  restricted  by
any or all  of the following  factors:   (1) hydraulic factors,  (2)  soil  physi-
cal properties, (3) cup-wastewater interactions, and (4)  climatic factors.

4.8.1  Hydraulic Factors

     The  most  severe  constraint  on  the   operation  of  pore-liquid  samplers
involves  the  soil  around  the porous  segment of a  sampler  becoming  so  dry that
air bubbles enter  the cup  and further movement of  soil water  into  the  unit is
restricted.

     If the soil is not excessively dry, a usable  sample  may  still  be  obtained
if  suction is  applied  to  the cup  for a sufficiently   long  period of  time.
Nevertheless,  because the  yield of  suction  samplers  is  greatly  reduced  under
very dry  conditions, there  may be  situations in  which  the  time  required  to
obtain  a  sufficiently  large  sample  exceeds  the maximum holding  time  for
analysis.  Similarly,  there may be  cases  where  the  soil  is  so dry that the
units  simply  will  not yield a sample.  This may be particularly true  in arid
regions where  rainfall  is not great enough  to wet up the  soil  profile.   Note
that  sampling  should  be  timed  to  occur  immediately  after  a  rainfall  or
significant  waste application  events  which  may  alleviate   this  problem  in
certain cases.

4.8.2  Physical Properties:  Soil Texture and Soil  Structure

     Soil   texture refers   to  the  relative  proportion   of the  various  soil
preparates  (particles    2  mm)   in  a  soil  (EPA,   1983b).   Examples  of  soil
texture  classes  include  silt  loam, silty  clay,  and  sand.   The  successful
operation of  suction samplers  requires  a  continuity  between pore sequences in
the porous segment of the  sampler and  those  in  the surrounding  soils.   When
soils  are very coarse-textured,  a good  contact between  the porous  segment of
a sampler and the fine  pore sequences may be difficult  to  maintain  and the
flow continuum  may be  destroyed.  Unlike  the  problem of sampling  in  very dry
soils,   the problem  of  poor soil   contact is  mainly an  operational  problem
which  can  be  circumvented  by using the recommended method  of  cup installation


                                       90

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(see  Figure  4-18).   In  this  method,  the  porous  segment  of the  sampler is
placed in close  contact with the silica sand, which  in  turn contacts a larger
area of  the  surrounding soil.   This  method helps to  maintain a  continuity in
the flow  paths that  soil  water  follows  in moving  from the  soil  through the
silica sand and porous segment into the interior of the  sampler.

     Soil  structure  refers  to  the  aggregation of  the  textural   units  into
blocks.   A  well-structured  soil  has two  distinct  flow  regions  for  liquids
applied  at  the  land surface:   (1)  through the  cracks  between  blocks,  i.e.,
interpedal flow,  and (2)  through  the finer pore sequences  inside  the  blocks,
i.e.,  interpedal flow.   Liquids  move more  rapidly  through  the  cracks  than
through  the  fine pores.   Because  of the rapid  flushing of pollutants  through
larger interconnected soil  openings,  the  movement of liquid-borne pollutants
into  the  finer pores of the soil  blocks may be  limited.  Inasmuch  as suction-
cup  samplers  collect water  from these  finer  pore  sequences,  the resultant
samples will not be  representative of  the bulk flow.

     A primary goal  of soil-pore liquid sampling is  to  detect the  presence of
fast  moving  hazardous  constituents.   This goal may  not be  realized  if  samp-
lers  are placed in  highly structured soils  leading  to  a flow system  such as
that  described  in  the  last paragraph.   The  structure  of  a soil   profile  is
best  examined  by constructing trenches  near the proposed  monitoring  sites to
a  depth   corresponding  to the  maximum  depth at which  the  sampling  segments
will  be   installed.   The  extent of  large  interpedal cracks  should be  docu-
mented at each profile.   If such cracks appear  to  be widespread,  alternative
sites  or monitoring techniques  (e.g.,  pan lysimeters)  should  be  examined.
However,  it  should  be borne in  mind that  even  large cracks frequently dimin-
ish in width  in deeper reaches of the profile.   If  it is found that structur-
al  cracks  "pinch  out"  at  the  monitoring  depth,  suction  samplers could  be
installed.   As mentioned  previously,  the   extent of  macropore flow  should be
examined  in  the treatment demonstration to determine the appropriate monitor-
ing approach  (i.e.,  suction  or pan lysimetry) and  to evaluate the  acceptabil-
ity of the site  for  land treatment.

4.8.3  Cup-Wastewater Interactions

      For  simplicity, the interactions between pore-liquid  samplers and waste-
water  can be  grouped into  (1)  those  affecting the  operation of  the  porous
segment,  principally by  plugging,  and (2)  those  that change the composition of
pollutants moving through  the porous  segment.

4.8.3.1   Plugging--

     A basic concern in the  use of porous  type  samples  to detect the movement
of  hazardous waste  substances in  soils  is that the  porous  segment may become
plugged either by particulate matter  (e.g.,  fine silt  and clay) moving with the
liquid,  or  because   of  chemical  interactions.   The problem  of  clogging  by
particulate matter  is not as  severe  as  once thought.   Apparently, soils  have
the capacity  to filter out  the  fine material before  reaching the  porous  seg-
ments.   Several  studies have  been  reported involving the  use of  suction-type
samplers  for monitoring pollutant movement  at land treatment units.   Generally,
it  appears  that  the  sampling  units  operated  favorably  without  clogging by
particulate matter.   An  example  of such  studies  include those by (1) Smith and
McWhorter (1977), in  which ceramic candles were used  to  sample pollutant


                                       91

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movement  in soil  during the  injection  of  liquid  organic  wastes;  (2) Grier,
Burton,  Tiwari   (1977)  involving  the  use  of depth-wise  suction samplers on
fields  used for disposal  of animal wastes;  and (3) Smith  et al.  (1977), in
which depth-wise suction samples were installed in fields irrigated with wastes
from potato processing plants.

     Chemical  reactions at  the  surface of  a  suction  sampler  may  clog  the
porous  network.   One  type  of  chemical  reaction  is  precipitation  (e.g., of
ferric  compounds).   However, considering the wide  variety  of chemical  wastes
which are  disposed of at land  treatment units,  other effects  are  also possi-
ble, leading to the inactivation of suction samplers.

     The  operator of  a land  treatment  facility may  wish  to determine  the
possibility  of  clogging from  either  particulates   or  chemical  interactions
before  installing units in  the  field.   For  example,  test  plots could  be
employed  (e.g.,  plots  intended for the  "treatment"  demonstration).   A cluster
of  suction samplers  should  be  installed in  the  monitoring  zone at  each  plot
and  waste  applied  at the  proposed rate.   The  yield  of each cup  should be
determined  throughout  the  trial.   Devices  for  measuring the suction of  the
soil  water (e.g., tensiometers)  should  also be  installed  to  ensure  that  the
soil-water  suction is  within  the operating  range   of  the  cups.   This  will
demonstrate that  cups  fail  to operate because of clogging and not  because  the
soil is too dry.

     Even  though suction samplers  may  fail  because  of clogging, the problem
may  still  be an operational difficulty  that can be overcome.  For  example,
installing  silica sand  around  the cup may  filter out  particulate  matter.
Unless  this filter becomes  clogged, the samplers should continue to operate.
However,  this  approach may  not  be sufficient to prevent clogging by chemical
interactions.

     4.8.3.2  Change in the Composition of Hazardous  Constituents During
              Movement Through Pore-Liquid Samplers--

     It  is  fairly-well  established  that  the  porous  segments  of  suction
samplers filter  out bacteria but not virus.  Similarly, a reduction may  occur
in  the  metal  content of liquids  moving  into samplers because of interactions
within  the  porous segment.   This  problem can be reduced by  acid  leaching  the
cups before they are  installed in  the  field, as described  in another section
of this report.

     Because a  major  concern at land treatment areas is the  fate  of hazardous
organic  constituents,  the  amount  of   organic-cup  interactions   should   be
estimated  before  field installing  sampling  units.   Change in the  composition
of  hazardous  constituents  during  liquid moving  through  suction samplers  can
be  demonstrated   by   laboratory   studies.    Basically,   during  such  studies
suction  samplers  are  placed  in  liquids  of  known   composition  contained  in
beakers.   Samples  are drawn into the cups  and  extracted  for analysis.   The
change  in  composition  is then  easily calculated.  In preparing these  tests it
is  essential  that each  cup  be preconditioned  in accordance  with  recommended
practice,  i.e., flushing  with  8N HC1,  followed by rinsing with  distilled
water.
                                       92

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4.8.4  Climatic Factors

     A major  factor limiting  the operation of  suction samplers  in  very cold
climates  is  that  the soil water  may become frozen  near  the cups.  This means
that a sample  cannot be obtained  during  freezing conditions.  Another undocu-
mented problem which  conceivably could  occur  is  freezing of  samples  within
the  cups  and  lines,  so  that  the samples  cannot be  brought to  the surface.
Since  the samplers  are located  at  depths  greater  than  1.5  m  (5 ft),  it  is
unlikely  that  freezing  would  occur  at this  depth.   Prior to  winter setting
in,  the lines  should be flushed.  Inasmuch  as land  treatment is not recommen-
ded during winter months in very cold regions  these problems may be academic.

     Another effect of freezing temperatures  is  that  some  soils tend to heave
during freezing and thawing.   Consequently, suction samplers  may be displaced
in  the soil profile,  resulting  in  a break in  contact.    In  addition,  if the
cups are  full  of  liquid when  frozen, the cups may be  fractured  as a result of
expansion  of the frozen liquid.   The  extent  of these problems,  however, has
not  been determined.

4.8.5  Safety Precautions

     Worker  safety  is  of paramount  importance  when  installing systems  of
pore-liquid  samplers   in  active  land  treatment  sites,  and  during  sample
handling.   In  some  cases all  contact with the waste and  liquid  samples  should
be  avoided,  and  toxic  fumes should  not be inhaled.   Similarly,  certain  wastes
are  highly flammable  and precautions  should be taken  to avoid  creation  of
sparks.   No smoking should be allowed.  The  degree of precaution that  should
be  exercised,  including the  type of protective  clothing, must be decided on a
case-by-case basis.  Further safety  precautions  are discussed  in Section 3.

4.8.6  Lysimeter  Failure Confirmation

     In the  event that a  sample  cannot  be  retrieved from an  installed suction
lysimeter  under  conditions  where  the  operator  knows that  the  soil  suction
levels should be  high enough to obtain a sample,  such as after a major rainfall
event, specific procedures should  be followed.  Adjacent to a  suction lysimeter
that appears to  have  failed,  a   soil  suction  determination  must be made  to
determine  if  the  available soil  moisture is  high  enough  to  obtain  a sample.
Soil suctions are determined using tensiometers.  Tensiometers are commercially
available and are produced with various designs  and lengths.

     A tensiometer  consists of a  tube with a porous ceramic tip on the bottom,
a vacuum  gauge near the top,  and a  ceiling  cap.  When  it is filled with water
and  inserted  into  the  soil,  water  can move  into  and out  of the tensiometer
through the connecting  pores in the  tip.  As the  soil dries and water moves out
of  the tensiometer,  it  creates'  a  vacuum  inside  the tensiometer,  which  is
indicated  on  the  gauge.   When the  vacuum  created  equals  the "soil  suction,"
water  stops  flowing out of the tensiometer.   The dial  gauge reading is  then a
direct measure of the  force  required to move  the water from the soil.  If the
soil dries  further, additional water moves  out  until  a higher vacuum level is
reached.  When moisture is added  to  the soil,  the reverse process takes place.
Moisture  from  the soil  moves back into  the  tensiometer through  the porous tip
until  the  vacuum  level  is reduced to equal  the  lower  soil  suction value, then
water  movement stops.   If enough water  is added  to   the  soil  so  that  it is

                                        93

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completely saturated, the  gauge reading on the tensiometer  will  drop to zero.
Because water can move  back and forth through the pores  in  the porous ceramic
tip, the gauge reading is always in balance with the soil suction.

     The effective operational  range  for  suction  lysimeters  is between satura-
tion and  60  centibars of suction  as  determined by the  tensiometer.   Above 60
centibars  of suction,  a  ceramic  lysimeter  will   operate.   However,  the flow
rates will be so  low that effectively one cannot  get  a  sample.  If the tensi-
ometer readings are between 0 and  60  centibars  of suction,  the suction lysime-
ter should obtain a  sample.   If no sample is  obtained under these soil suction
ranges,  the  suction  lysimeter  will  be  deemed to have  failed and  should  be
excavated or abandoned.

     Tensiometers can be readily installed in the soil  adjacent to the suspect
suction lysimeter by using conventional soil  sampling tools.   The body tube and
porous  sensing  tip  of  tensiometers  are  7/8"  (2.2  centimeters)  in  diameter.
Installation must be  made so that  the porous ceramic sensing  tip  is in tight
contact with the  soil.   Commercially  available  insertion tools can  be used in
rock-free  soils.  Standard  1/2" (U.S.) steel  pipe can also  be  used  to drive a
hole into  the soil to accept the tensiometer.   In  rocky  soils  a soil  auger can
be used to bore a larger hole and then the soil  is sifted and packed around the
porous ceramic  tip  to make  good  contact before  the  hole is  backfilled.   The
surface soil is tightly tamped  around the body  tube  to seal  surface water from
entering.  The tensiometers should be installed  at a  depth of approximately 1.6
meters so that they will be reading soil  suction conditions  at the depth of the
installed  suction lysimeter.   Tensiometers   require  2-3  hours  to  come  into
balance with  the ambient  soil  suction.   As  such,  the tensiometers  should  be
read 3  hours after their  initial  installation.   Tensiometers  can be  left  in
place in the field over a couple of waste spreading periods  to determine if the
soil suction is high enough for the suction lysimeters to operate and to obtain
a sample.

4.9  PAN LYSIMETER INSTALLATION AND OPERATION

     As mentioned above,  pan lysimeters  are  more effective in soils  in  which
macropore flow dominates.  The two pan lysimeters  which appear to have the most
application is the trench lysimeter and  the free  drainage glass block sampler.
Parizek (Parizek and Lane,  1970) is responsible for the  majority  of the avail-
able information  on  trench  lysimeters,  while Barbee  (1983) is  the  principle
author  of the  research on glass  block samplers.   Other   devices  are  being
developed  (i.e.,  drum  lysimeters)  which  should  be  considered as  part of  a
monitoring system.

4.9.1  Trench Lysimeters

     Trench lysimeters are  lysimeters made of galvanized, 16-gauge metal, with
dimensions of 0.305  x 0.45  m  (12x15  inches)  that are installed  in  a trench.
Parizek and Lane  (1970)  developed  an installation technique for  these devices
(see Figure 4-20).  Their approach  includes installing  the  trench lysimeter in
the sidewall  of a trench shelter.  Copper tubing is soldered to a raised end of
the pan to allow soil water to drain into a sample container located inside the
sampling pit.  The trench  shelter  is  covered  with a sloping roof  and a ladder
is placed at one end of the house to allow access  for sampling.
                                       94

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  PLYWOOD ROOF WITH
         GALVANIZED
  SHEET METAL COVER
              A ,

     PAN LYSIMETER
                                            2 x 12-inch siding and 4 x 4-inch
                                            timbers. All wood treated with
                                            with preservative.
                                                  .GUTTER DRAIN PIPE
         PEAGRAVEL-
m
  \ .PLASTIC |
  -{TUBING I
              2-inch O.D. PIPE
                 .:.: RESIDUAL SOIL
              ~  --•' STRATIFIED SILT,
            i_T.••:z.'... CLAY, AND SAND
                                        -SCREEN ON
                                         FLOOR DRAIN
                                        DOLOMITE BEDROCK
Figure 4-20.   Trench  lysimeters installed in  trench  shelter
                 (Parizek and Lane, 1970)
                                 95

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     The design by Parisek and Lane (1970), however, introduces a sampling bias
problem.   If  the  trench  lysimeters  are  installed close  to  the  side  of the
trench  shelter,  as represented  in  Figure 4-20,  the  collected sample  will  be
biased.   This  bias  results  from the  fact  that the  trench shelters,  which
project above the land surface, will cause waste application equipment to avoid
the actual  sampling  area  to prevent damage to the  shelter.   To  alleviate this
problem, a slightly modified installation approach is recommended below.

     Figure  4-21  illustrates  the  recommended  installation  approach  for  pan
lysimeters, including trench lysimeters and glass block samplers.  At a random-
ly selected site,  dig  a  1.22 m (4 ft) wide,  3.66 m  (12  ft)  long trench, exca-
vated to a depth of 2.44 m  (8  ft).  The trench  sidewalls should  be temporarily
supported with timbers and  siding to reduce  the  risk  of cave-ins.   The entire
seepage face should be inclined 1 to 5 degrees from the vertical.

     The  trench  lysimeter is  installed  into  the sidewall  of the trench  at  a
level that  is below the treatment zone (s 1.5 m from  the  soil surface),  but  a
significant distance  above  the  trench floor (see  Figure 4-21).  A  discharge
line is  installed  from the  trench lysimeter  to  a discharge point at  the sur-
face.  The distance between  the  lysimeter and the discharge point  should be  at
least 10 m  (30 ft)  to  preclude any.sampling  bias above  the  lysimeter.   When  a
sample  is  required,  a  vaccum  is  placed on  the  discharge line and a  sample  is
retrieved.

     After the sampling lines  are installed,  the  lysimeter installation trench
is backfilled according to the same procedures described below for glass block
samplers.

4.9.2  Free Drainage Glass Block Samplers

     One  technique  for measuring gravitational water  in the  unsaturated zone
was developed by Barbee  (1983).   The  hollow  glass block  free  drainage sampler
was developed as a  technique  for improving  the  capability for monitoring fluid
movement in the unsaturated zone.

     The free drainage sampler is made from a hollow glass block  (obtained from
the PPG  Company, Houston, Texas  77020) 30 cm by  30  cm by  10 cm  deep with  a
capacity  of 5.5  liters   (Figure  4-10).   A  rim,  approximately  0.158  cm  high
around  the edge  of the  upper  and  lower  surfaces,  enhances the  collecting
effectiveness of the blocks.   To  collect  a  sample,  nine  0.47 cm  diameter holes-
are drilled near the edge around  the  upper surface of  the  block.   The block  is
then thoroughly  washed with  distilled water.   A 0.47 cm OD  nylon  tube is then
inserted  into the  block  and coiled on the  bottom so that all the accumulated
liquid can be removed.   A sheet of 0.158 cm thick fiberglass is cut to fit over
the upper surface, including  the holes,  without  overhanging the edge.   This
sheet  enhances  contact with  the overlying  soil  and  also  prevents  soil  from
contaminating the sample and plugging the  holes.

     The  sampler  is installed by digging a  2.44 m  (8 ft) deep trench  with  a
backhoe at a randomly selected site. A tunnel of  about 45  cm is  then excavated
into the  side  of the  trench  below the treatment zone (s 1.5 m from  the soil
surface), but a significant distance  above  the trench  floor (see Figure 4-21).
The tunnel  is  correctly  sized by using a wood model  slightly larger than the
glass block.  Extreme care is taken to keep the ceiling of the tunnel level and


                                       96

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SAMPLING TUBE
          INSTALLATION TRENCH
(BACKFILLED AFTER LYSIMETER INSTALLATION)
                 \
               SAMPLE LINE
                                                                -*< • 9^f V • •   ^ *

                                                             TREATMENT%


^ 4 I /
1 	 J /
WATER TARi F TRENCH LYSIMETER
WM i CMI ABLt QR GLASS BLOCK

^ i u ni y
>1 m

             Figure 4-21.  Pan lysimeter installation

-------
smooth  to  ensure water will  not  run off the  block  and also to  have a  smooth
surface  against which  the  block  can  be  pressed.   Jordan (1968)  noted  that
unless the edges of the free drainage sampler are in firm contact with the  soil
for  the  entire perimeter  of the  sampler, water  will  tend to  run  out through
spaces between  the sampler and  soil,  particularly if the ceiling of the  tunnel
has  many irregularities.   In clay  soil  it is necessary to use a small knife to
lightly score  the  ceiling  of the  tunnel because  of  smearing  and compaction of
the  surface during excavation.  One glass block is then carefully placed  in the
tunnel and then pressed firmly against the ceiling, being held in place by  soil
packed tightly  beneath and  to the sides of it.

     The sampling  lines  must be carefully installed  to prevent sampling bias.
The  nylon  sampling tube  is run  underground  in a trench approximately 10 m to a
sampling location (see Figure 4-21).  The trench for the sampling tubes usually
need only  be approximately three  feet (1 meter)  deep to  prevent  damage from
operating  equipment.  The  nylon sampling  tube is then  run  to  the soil surface
and  a sample drawn by applying a vacuum.

     After installation, the trenches for sampling line and lysimeter installa-
tion are  backfilled.   Prior to backfilling  the  lysimeter installation trench,
aluminum foil,  46 cm wide, should  be pressed against  the side of  the  trench
into which the  lysimeter  was installed.   The  aluminum foil  prevents lateral
movement of liquid from the backfijled soil  into the undisturbed soil above the
glass  block  lysimeter.    Any  temporary  sidewall  support structures  may  be
removed prior  to  backfilling the  trench.   Careful attention should  be paid to
properly tamp the soil in  the trench after backfilling.

4.10 PAN LYSIMETER LIMITATIONS

     Pan lysimeters will  only function when the  soil moisture  is  greater than
field capacity.  This implies that  their use must coincide with a continuously
wetted soil with most of the flow  occurring  through macropores (i.e., cracks).
This situation could exist at certain land treatment  sites  at which  highly
structured  soils are  present  in  the treatment  zone.    If  macropore flow is
predominant, however, the  successful  completion of  the  treatment demonstration
may  be difficult.

     Pan lysimetry will, as noted previously,  only  sample gravitational  water.
The  timing for sample collection will be within hours of a precipitation event.
Because the pan lysimeter  is a continuous  sampler, the device should be emptied
after each precipitation event in  order to prevent sample loss.  Because of the
limited experience  with pan  lysimetry  there  is  little knowledge  of clogging
potential or effective operating life.  Macropore flow  bypass  of the treatment
zone or suction lysimeter,  if it occurs, should be  identifiable during initial
precipitation events in the treatment demonstration.

4.11  DATA ANALYSIS AND EVALUATION

     Appendix  B describes   the  chain  of custody  documentation and  control  to
identify  and  trace  a  sample  from  sample  collection  to  final  analysis.
Appendix C provides example summary sheets  for the  analytical  and  statistical
results from  unsaturated  zone monitoring.   Summary  sheets,   such  as  these,
should be included in the operating record of the facility.
                                       98

-------
     The statistical evaluation of  the  pore-liquid  sample  analysis  follows  the
same procedures  as defined  in Section  3.8.   Details of  the  methods are  not
discussed here because  standard reference materials  and computer packages  can
be used to conduct the analysis.  Using equations 1-3 of Section 3.8, the mean,
variance and  confidence  interval  are determined.  Using equations  4-5 of that
section, the  Student's t-test  can be applied  to determine  if hazardous consti-
tuent levels  below the  treatment zone  in  the  active  portion are statistically
increased over levels in the background area.
                                        99

-------
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-------
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-------
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                                      R-7

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             APPENDIX A

        Table of Random Units
(Standard Mathematical Tables, 1973)

-------
                              TebU of Random Unitt

                             RANDOM  UNITS

    U*« of Table. If one wiahea to select a random sample of tf items from a universe of
M items, the following procedure may be applied. (M > N.)
    1. Decide upon some arbitrary scheme of selecting entries from the table. For exam*
pie, one may decide to use the entries in the first line, second column; second line, third
column; third line, fourth column; etc.
    2. Assign numbers to each of the itema in the universe from 1  to M. Thus, if M =*
500, the itema would be numbered from 001 to 500, and therefore, each designated item is
associated with a three digit number.
    3. Decide upon some arbitrary scheme of selecting positional digits from each entry
chosen according to Step 1.  Thus, if M » 500, one may decide to use the first, third, and
fourth digit of each entry selected, and  as a consequence a three digit number is created
for each entry choice.
    4. If  the number formed is  SJf,  the correspondingly designated item in the uni-
verse is chosen for the random sample  of N items. If a number formed is >M or  is a
repeated number of one already chosen, it is passed over and the next desirable number
is taken. This process is continued, until the random sample of N items is selected.
                                    A-l

-------
Table of Random Units
LiM/Col.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
l«
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
36
36
37
38
39
40
41
42
43
44
45
46
47
48
49
_ »
(1)
10480
22368
24130
42167
37570
77921
99662
96301
89579
85475
28918
63553
09429
10365
07119
51085
02368
01011
52162
07056
48663
54164
32630
29334
02488
81525
29676
00742
05366
91921
00582
00725
69011
25976
09763
91567
17955
46603
92157
14677
98427
34914
70060
53976
76072
90725
64364
08962
95012
15664
^•^^•••B
(2)
15011
46573
48360
93093
39975
06907
72905
91977
14342
36857
69578
40961
93969
61129
97336
12765
21382
54092
53916
97628
91245
58492
32363
27001
33062
72295
20691
57392
04213
26418
04711
69884
65797
57948
83473
42595
56349
18584
89634
62766
07523
63976
28277
54914
29515
52210
67412
00358
68379
10493
MBBBiHHBBBB
(3)
01536
25595
22527
06243
81837
11008
56420
05463
63661
43342
88231
48235
52636
(4)
02011
85393
97265
61680
16656
42751
69994
07972
10281
53988
33276
03427
92737
87529 i 85689
71048
51821
08178
51259
52404 i 60288
33362
46369
33787
85828
22421
05597
87637
28834
04839
68086
39064
25669
64117
87917
62797
95876
29888
73577
27958
90999
18845
94824
35605
33362
88720
39475
06990
40980
83974
33339
31662
93526
94904
58586
09998
14346
74103
24200
87308
07351
96423
26432
66432
26422
94305
77341
56170
55293
88604
12908
30134
49127
49618
78171
81263
64270
82765
46473
67245
07391
29992
31926
25388
70765
20492 1 38391
(5)
81647
30995
76393
07866
06121
27756
98872
18876
17453
53060
70997
49626
88974
48237
77233
77452
89368
31273
23216
42898
09172
47070
13363
58731
19731
24878
46901
84673
44407
26766
42206
86324
18988
67917
30883
04024
20044
02304
84610
39667
01638
34476
23219
68350
58745
65831
14883
61642
10593
91132
MMM^^^^
(6)
91646
89198
64809
16376
91782
53498
31016
20922
18103
59533
79936
69445
33488
5X267
13916
16308
19885
04146
14513
06691
30168
25306
38005
00256
92420
82851
20849
40027
44048
25940
35126
88072
27354
48708
18317
86385
59931
51038
82834
47358
92477
17032
53416
82948
25774
38857
24413
34072
04542
21999
^^••^^^^^
(7)
69179
27982
15179
39440
60468
18602
71194
94595
57740
38867
56865
18663
36320
67689
47564
60756
55322
18594
83149
76988
90229
76468
94342
45834
60952
66566
89768
32832
37937
39972
74087
76222
26575
18912
28290
29880
06115
20655
09922
56873
66969
87589
94970
11398
22987
50490
59744
81249
76463
59516
^•^^^^^H
(8)
14194
53402
24830
53537
81305
70659
18738
56869
84378
62300
05859
72695
17617
93394
81056
92144
44819
29862
98736
13602
04734
26384
28728
15398
61280
14778
81536
61362
63904
22209
99547
36086
08625
82271
35797
99730
20542
58727
25417
56307
98420
40836
25832
42878
80059
83765
92351
35648
(9)
62590
93965
49340
71341
49684
90655
44013
69014
25331
08158
90106
52180
30015
01511
97735
49442
01188
71585
23495
51851
59193
58151
35806
46557
50001
76797
86645
98947
45766
71500
81817
84637
40801
65424
05998
55536
18059
28168
44137
61607
04880
32427
69975
80287
39911
55657
97473
56891
54328 02349
81652 1 27195
^^^•••••••^^^^^^H
(10)
36207
34095
32081
57004
60672
15053
48840
60045
12566
17983
31595
20847
08272
26358
85977
53900
65255
85030
64350
46104
22178
06646
06912
41135
67658
14780
12659
96067
66134
64568
42607
93161
59920
69774
41688
84855
02008
15475
48413
49518
45586
70002
rtjgaj
^^oo^
88267
96189
14361
89286
69352
17247
48223
^^^^^^^^^H
(ID
20969
52666
30680
00849
14110
21916
63213
18425
58678
16439
01547
12234
84115
85104
29372
70960
64835
51132
94738
88916
30421
21524
17012
10367
32586
13300
92259
64760
75470
91402
43808
76038
29841
33611
34952
29080
73708
56942
25555
89656
46565
70663
19661
47363
41151
31720
35931
48373
28865
46751
(12)
99570
19174
19655
74917
06927
81825
(13)
91291
(14)
90700
39615 i 99505
63348158629
97758
01263
44394
16379
54613
42880
21069 i 10634 1 12952
84903
44947
11458
85590
90511
42508 ! 32307
05585)56941
18593
91610
33703
164952
78188
90322
27156 j 30613 1 74952
20285129975189868
74461
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28551 1 90707
75601
40719
44919 1 05944 1 55157
01915 1 92747
17752
19609
61666
15227
64161
07684
86679
87074
57102
64584
35156
25925
99904
96909
18296
36188
50720
79666
80428
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66520 34693
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76655
65855
80150
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72828
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57375
04110
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64951
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25280
98253
90449
69618
76630
77919 j 88006
12777 i 48501
85963
38917
79656
36103
20562
03547
88050
73211
42791
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77490
46880
77775
00102
06541
60697
56228
23726
78547
14777 1 62730
22923132261
^^^^^_—— ___^^^^^^^—
18062
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97809
59583
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51900
81788
92277
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^MMMMb
             A-2

-------
Table of Random Units
Line/Col.
51
52
53
54
55
56
57
58
59
60
6i
82
83
64
95
M
87
as
99
70
7t
72
73
74
75
7B
t w
77
78
79
80
81
82
83
84
85
80
87
88
89
90
91
92
93
94
95
9e
97
98
99

(1)
16408
18629
73115
57491
30405
16631
96773
38935
31624
78919
03931
74426
09066
42238
16153
21467
21581
55612
44657
91340
91227
50001
66390
27504
37169
11 VIA
HiMiO
37449
46615
30986
63798
82486
21885
60336
43937
97656
03299
79626
35636
18039
08362
79556
92608
23982
09915
50937
42488
46764
03237
86591

(2)
81899
81953
35101
16703
83948
35006
20206
64202
76384
19474
33309
33278
00903
12426
08002
.40742
57802
78095
MtOOO
WtfVV
84979
21199
38140
05224
96131
94861
7n22X
f U4MMJ
30362
70331
81223
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84846
32906
98782
46891
63175
01221
06486
68335
14367
15656
29068
82674
25835
96306
33300
78077
86273
45430
31482

(3)
04153
05520
47498
23167
23792
8£900
42559
14349
17403
23632
57047
43972
20796
87025
26504
29820
02050
83197
99324
48949
31935
66321
72958
33944
39117
41111
uliAA
06694
85922
42416
46583
99254
92431
07408
24010
89303
05418
03574
47539
61337
60627
04142
27072
40055
05908
26696
69882
63003
55417
52667

(4)
53381
91962
87637
49323
14422
98275
78985
82674
53363
27889
74211
10119
95452
14267
41744
98783
89728
33732
51281
81973
27022
19924
28609
41575
89632
TIMSI
UOOW&
54690
38329
58353
09766
67632
09060
53458
25560
16273
38982
17668
03129
06177
36478
16268
32534
67006
97901
62247
61657
93017
63282
61583

(5)
79401
04739
99016
45021
15059
32388
05300
66523
44167
47914
63445
89917
92648
20979
81U6S»
29400
17937
05810
84463
37949
84067
72163
81406
10573
00959
1Q444
im^nt
04052
57015
21532
44160
43218
64297
13564
86355
07100
55758
07785
65651
12143
65648
15387
17075
12293
28395
69927
34136
31204
90816
14972

(8)
21438
13092
71060
33132
45799
32390
22164
44133
64486
02584
17381
15665
45464
04508
65642
21840
37621
24813
60663
61023
05462
09538
39147
08619
16487
AA4QQ
UDWV
53115
15765
30502
78128
50076
51674
59089
33941
92063
92237
76020
11977
46609
16764
12856
27698
02753
14186
76123
79180
36692
17349
90053

(7)
83035
97662
88824
12544
22716
16815
24369
00697
64758
37680
62825
52872
09552
64535
74240
15035
47075
86902
79312
43997
35216
12151
25549
64482
65536
71Q4JC
/ AW)
62757
97161
32306
83991
21361
64126
28446
25786
21942
26759
79924
02510
32989
53412
66227
98204
14827
00821
50842
97526
40202
88298
89534

(8)
92350
24822
71013
41035
19792
69298
54224
35552
75366
20801
39908
73823
88815
31355
56302
34637
42080
60397
93454
15263
14486
06878
48542
73923
49071
n<422
u«ni6A
95348
17869
86482
42866
64816
62570
29789
549M
18611
86367
25651
26113
74014
09013
38358
63863
22235
80703
43834
43092
35275
90183
76036

(9)
36693
94730
18735
80780
09983
82732
35083
35970
76554
72152
05607
73144
16553
86064
00033
33310
97403
16489
68876
80644
29891
91903
42627
36152
39782
11442
14WA
78662
45349
05174
92520
51202
26123
85205
71899
47348
21216
83325
99447
64708
07832
22478
11951
35071
70426
86654
04098
57308
36600
49199

(10)
31238
06496
20286
45393
74353
38480
19687
19124
31601
39339
91284
88662
51125
29472
67107
06116
48626
03264
25471
43942
68607
18749
46233
05184
17095
7S87S
1 Ovf v
11163
61796
07901
83531
88124
05155
41001
15475
20203
98442
88428
68645
00533
41574
73373
34648
99704
75647
70969
73571
55543
78406
43716

(11)
59649
(12)
91754
35090 j 04822
23153 1 72924
44812
12515
68668130429
73817
11052
63318
32523
91491
2S686
12614 j 33072
(13)
1 (141
72772102331
86772 198239
351S5I43MA
98931
91 3»
70735 i:5499
41961
80383
03387
60332
348061 08930 1 85001
68833
88970
79375
47689
25570
74492
44437
i 1974*
59S4I
92325
87820
38818 146920
518051 99371)
97596 16296 164091
05974 524681 18834
77510 1 70625 1 28725 i 34111
95240
68995
88525
93911
89203
41867
34406
57202
94142
02330
K4G31
O^W4
81651
66345
54339
80377
41870
59194
12535
95434
18534
08303
85076
34327
35398
17639
88732
88022
37543
76310
79725
80799
53203
06216
97548
19636
15957
43805
42788
25650
71795
14951
56087
94617
25299
74301
66938
50245
81073
58861
35909
52889
52799
12133
98227
03862
56613
72811
15152
58408
82163
09443
56148
11601
88717
93872
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16572106004
3338612159;
05289192332
128821 7357:
99533 150501
91696 1 8508$
827901 7092S
237721 0789*
84387 134925
00275
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49106
74818
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28225135712
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21824 119584
78095
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   A-3

-------
   APPENDIX B
Chain of Custody

-------
                       CHAIN OF CUSTODY CONSIDERATIONS


     The  previous  sections of  this  report  described the  sample  collection
features  of a  soil-core sampling protocol.  The  other  element  of  an overall
sampling  protocol   involves chain  of  custody  procedures,  essentially  for
tracing the path of  a  given sample from the moment of collection through all
the intervening  processes  required to deliver the  specimen  to  an  analytical
laboratory.   (Transmission of  the  sample through  the laboratory  involves
another host  of quality  assurance and quality  control  processes which  are
beyond the scope of this section.)

     Chain of custody procedures are  carefully prescribed in the EPA document
entitled  "Test Methods  for Evaluating Solid  Wastes" (EPA,  1982).   The appro-
priate sections dealing with solids handling are reproduced below.

     Chain of  custody  establishes  the documentation and control  necessary to
identify  and trace  a sample from sample collection  to  final  analysis.   Such
documentation includes labeling to prevent mix up, container seals  to prevent
unauthorized tampering  with contents  of  the sample  containers, secure  cus-
tody, and the necessary records to support potential litigation.

Sample Labels

     Sample labels (Figure  B-l) are necessary to prevent misidentification of
samples.  Gummed paper labels  or tags are adequate.  The  label  must include
at least  the following information:

     Name of collector
     Date and time of collection
     Place of collection
     Collector's sample number, which uniquely identifies the sample.

Sample Seals

     Sample seals  are  used to preserve the  integrity of the sample  form the
time  it   is collected  until it  is  opened in  the  laboratory.   Gummed  paper
seals may be  used  for this purpose.  The  paper  seal  must  include, at least,
the following information:

     Collector's name
     Date and time of sampling
     Collector's sample number.  (This number must be identical  with the
       number on the sample label.)

     The  seal must be attached in such a way that it  is necessary to break it
in order  to open the sample container.  An example  of a sample  seal  is shown
in Figure B-2.
                                     B-l

-------
Collector	Collector's Sample No.
Place of Collection
Date Sampled	Time Sampled
Field Information
               Figure B-l.   Example of sample label  (EPA,  1982)
                                       B-2

-------
           NAME AND ADDRESS OF ORGANIZATION COLLECTING SAMPLES
Person                                            Collectors
Collecting Sample		Sample No.
                           (Signature)
Date Collected	Time Collected

Place Collected
           Figure B-2.  Example of official sample seal (EPA, 1982)
                                       B-3

-------
Field Log Book

     All  information  pertinent to  a field  survey and/or  sampling must  be
recorded in a log book.  This  must  be a  bound book,  preferably with consecu-
tively numbered pages that are 21.6 by 27.9 cm (8£ x  11 in.).   Entries  in the
log book must include at least the following:

     Purpose of sampling (e.g., surveillance, contract number)
     Location of sampling point
     Name and address of field contact
     Producer of waste and address if different than  location
     Type of process (if known) producing waste
     Type of waste (e.g., sludge,  wastewater)
     Suspected waste composition including concentrations.
     Number and volume of sample taken
     Description of sampling point and sampling methodology
     Date and time of collection
     Collector's sample identification number(s)
     Sample distribution and how transported (e.g., name of
       laboratory, UPS, Federal Express)
     References such'as maps or photographs of the sampling  site
     Field observations
     Any field measurements made (e.g.,  pH, flamability,
       explositivity).

     Sampling situations vary widely.  No general  rule can be  given as  to the
extent of  information  that must be  entered  in the log  book*  A  good  rule,
however, is to  record  sufficient information  so that  someone  can  reconstruct
the sampling without reliance on the collector's memory.

     The log book must be protected and  kept in a  safe place.

Chain of Custody Record

     To establish the documentation necessary to trace sample  possession from
the time  of collection, a  chain  of custody  record  must be  filled out  and
accompany every sample.   This  record becomes especially important when  the
sample is to be introduced as  evidence in  a  court  litigation.   An  example  of
a chain of custody record is illustrated  in Figure 8-3.

     The record must contain the following minimum information:

     Collector's sample number
     Signature of collector
     Date and time of collection
     Place and address of collection
     Waste type
     Signatures of persons involved in the chain of possession
     Inclusive dates of possession.
                                     B-4

-------
                                             Collector's Sample No.
                         CHAIN OF CUSTODY RECORD

Location of Sampling:    	Producer   	Hauler     	Disposal Site
                         	 Other:	
                                    Sample
Shipper Name: 	_____	
Address: ___^	^_^	        _
         numberstreetcTfystatezip
Collector's Name	>	Telephone: (	)	
                         signature
Date Sampled	Time Sampled	hours	
lype of Process Producing Waste 	
Field Information
Sample Receiver:
1.
           name and address of organization receiving sample
2.	
3.                         	
Chain of Possession:
1.	    	___	       .   ,   .
        signaturetitle               inclusive dates
2.
        signaturetitle               Inclusive dates
3.
        signaturetitle               inclusive dates

         Figure B-3.  Example of chain of custody record (EPA 1982)

                                       B-5

-------
Sample Analysis Request Sheet

     The sample analysis request sheet  (Figure  B-4)  is  intended to accompany
the sample  on delivery to  the laboratory.  The  field  portion of  this  form
must be completed by the person collecting the sample and should include most
of the  pertinent  information  noted in the log  book.  The  laboratory portion
of this form  is  intended  to  be  completed  by laboratory  personnel and  to
include at a minimum:

     Name of person receiving the sample
     Laboratory sample number
     Date of sample receipt
     Sample collection
     Analyses to be performed.

Sample Delivery to the Laboratory

     Preferably, the sample must be delivered in person  to  the laboratory for
analysis as  soon  as practicable—usually within 1 or 2  days  after sampling.
The sample  must be accompanied by the  chain of custody record  (Figure  B-3)
and by  a sample  analysis  request sheet (Figure  B-4).   The  sample must  be
delivered  to the  person  in  the  laboratory authorized to receive  samples
(often referred to as the sample custodian).

Shipping of Samples

     All material  identified  in  the DOT  Hazardous  Material  Table (49  CFR
171.101) must be transported as prescribed in the  table.  All  other hazardous
waste samples must be transported as  follows:

     1.   Collect  sample  in  an appropriately  sized glass  or  poly-
          ethylene container with non-metallic teflon-lined screw cap.
          Allow  sufficient  ullage (approximately  10% by  volume)  so
          container  is  not liquid full  at  54°C  Celsius  (130°).   If
          sampling  for  volatile organic  analysis,  fill  container  to
          septum but use closed cap with space to  provide an air space
          within the container.  Large quantities, up to 3.785 liters
          (1 gallon), may be collected  if  the  sample's flash  point is
          equal to  or greater  than  23°C  (73°F).   In  this case,  the
          flash point must  be marked on the outside  container (e.g.,
          carton, cooler).

     2.   Seal sample and place in a  4  ml  thick polyethylene  bag,  one
          sample per bag.

     3.   Place sealed  bag  inside cushioned overpack.   If sample  is
          expected to undergo  change during  shipment, cool using  dry
          or  wet  ice.  Overpack  must  be designed  to  prevent  water
          leakage  during   transport.    No   other  preservatives   are
          allowed.

     4.    Complete carrier's certification form.
                                     B-6

-------
PART I:  FIELD SECTION
                           SAMPLE ANALYSIS REQUEST
Collector
            Date Sampled
 Time
                                                                hours
Affiliation of Sampler

Address
           number

Telephone (	)
LABORATORY
  SAMPLE
  NUMBER
                           street          city

                          Company Contact 	
                                          state
                     Tip"
COLLECTOR'S    TYPE OF
SAMPLE NO.     SAMPLE*
FIELD INFORMATION
Analysis Requested
Special Handling and/or Storage
PART II:  LABORATORY SECTION**
Received by
                      Title
Analysis Required
           Date
*  Indicate whether sample is soil, sludge, etc.
** Use back of page for additional information relative to sample location

          Figure B-4.  Example of hazardous waste sample analysis
                       request sheet (EPA, 1982)
                                     B-7

-------
     5.   Samples  may  be  transported  by  rented  or common  carrier
          truck, bus,  railroad,  and  entities  such as Federal Express*
          but  not  by  normal  common carrier  air transport  even  on a
          "cargo only" aircraft.

Receipt and Logging of Sample

     In the laboratory,  a  sample custodian  should be assigned to receive the
samples.  Upon  receipt of a sample, the  custodian  should inspect the condi-
tion of the sample and the sample seal, reconcile the information on
the sample label and seal against that on the chain of custody record, assign
a laboratory number, log in the  sample  in the laboratory log book, and store
the sample  in  a secured sample  storage room  or  cabinet  until  assigned to an
analyst for analysis.

     The  sample custodian  should inspect  the  sample for  any leakage from the
container.   A  leaky  container  containing  multiphase sample  should  not  be
accepted  for  analysis.   This  sample  will   no  longer  be  a  representative
sample.   If  the sample  is contained in a plastic bottle  and the  walls  show
the sample  is  under pressure or  releasing  gases,  respectively,  it should be
treated  with  caution.   The  sample  can  be  explosive or  release  extremely
poisonous  gases.   The custodian should examine whether the sample  seal  is
intact  or broken,  since  a  broken seal may mean sample   tampering  and would
make  analysis  results  inadmissible  in  court  as  evidence.   Discrepancies
between the information  on the sample label  and seal and  that on the chain of
custody  record and  the  sample  analysis  request sheet  should be  resolved
before  the  sample is  assigned  for analysis.   This effort  might  require
communication with the sample collector.  Results of the  inspection should be
noted on  the  sample  analysis  request sheet and on the laboratory  sample log
book.

     Incoming samples  usually carry  the inspector's  or collector's identifi-
cation  numbers.   To further  identify these  samples, the  laboratory  should
assign  its  own  identification   numbers,  which normally  are given  consecu-
tively.   Each  sample  should be  marked  with the assigned  laboratory  number.
This number is correspondingly recorded on a laboratory sample log book along
with the  information describing the sample.   The sample information is copied
from the  sample analysis request sheet  and  cross-checked against  that on the
sample label.

Assignment of Sample for Analysis

     In most cases,  the  laboratory supervisor assigns the sample  for analy-
sis.  The supervisor  should  review  the  information  on  the sample  analysis
request sheet, which now includes inspection notes recorded by the laboratory
sample custodian.  The supervisor should  then  decide  what analyses  are to be
performed.  The sample may have to be split with other laboratories to obtain
the
*These procedures are designed to enable shipment by entities like Federal
 Express; however, they should not be construed as an endorsement by EPA
 of a particular commercial carrier.


                                     B-8

-------
necessary information about  the  sample.   The  supervisor should  decide  on the
sample location and  delineate the types of analyses to  be  performed on  each
allocation.   In his  own laboratory, the  supervisor  should  assign  the  sample
analysis to at least one analyst, who is to  be  responsible  for the  care and
custody of the sample once it is received.   He should be prepared  to testify
that the  sample  was in  his possession or  secured  in the laboratory  at all
times from the moment it was  received from the  custodian  until  the  analyses
were performed.

     The  receiving  analyst  should  record in the  laboratory  notebook  the
identifying  information about the sample, the  date  of receipt,  and  other
pertinent  information.   This  record  should also   include  the  subsequent
testing data  and calculations.
                                      B-9

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            APPENDIX C

    Example Summary Sheets for
Analytical and Statistical Results
 From Unsaturated Zone Monitoring

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                           EXAMPLE SUMMARY SHEETS FOR
                         ANALYTICAL STATISTICAL RESULTS
                        FROM UNSATURATED ZONE MONITORING
     Appendix B provides chain of custody documentation and control to identify
and trace a sample from sample collection to final analysis.  The documentation
includes sample labels, a detailed field log book, a chain of custody record, a
sample analysis request sheet, and shipping specifications.

     This appendix provides example summary sheets for analytical and statisti-
cal  results  from  unsaturated zone  monitoring.   Once  the sample analysis  is
completed,  the analytical  results  for  various  background  areas and  uniform
areas  (in  the  active portion) should  be entered into summary tables,  such  as
the  example  tables illustrated.   In  addition,  the results of the statistical
analysis  should also  be  included  in these  tables.   These  tables   should  be
included in the operating  record  of  the  facility, along with  the documentation
described  above.   It is essential that  the data  in these tables (e.g., sample
IDs) correspond to the  detailed  sampling information  included  in the field log
book.   The field log book  should, for  example,  clearly  identify the location
and depth at which individual samples were taken.

     The following example sheets should be reproduced to provide enough sheets
to  tabulate data  from several  background areas  or   uniform  areas, and  many
sampling  events.   The  example sheets may need  to  be modified to   make  them
applicable to  given site-specific monitoring designs.
                                        C-l

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                               GENERAL INFORMATION
EPA ID:
Company Name:
Address:
Person to contact about data:
            Telephone Number: j[	}_
Location of Facility:  	
Number of Land Treatment Units at Facility:
     If more than one identify each:    #1
                                        #2
                                        #3
Uniform areas  (in  active portion) and corresponding background  soil  series in
each land treatment unit:
               Uniform Area             Background Soil Series
     LTU#1
     LTU#2
     LTU#3
                                       C-2

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                                 BACKGROUND DATA
                              SOIL CORE MONITORING
Background Soil Series:
Corresponding Uniform Area(s) in Active Portion:
Current Date:
Initial Analysis
Reevaluation
(Check one)   Date(s) of
             Sampling:
Parameter (units)
























p
Analytical Results
Sample
No. _
























Sample
No. _
























Sample
No. _
























Sample
No. _
























Statistical
Results
Mean
























Var
























Notes
























Hazardous Constituents or Principle Hazardous Constituents (PHCs),  and  other
 parameters measured (e.g., pH).

2Enter analytical results for each sample.  Each sample is  a composite from  two
 locations.  Field log book must indicate where (location and depth) individual
 samples were taken (on a site map) and how they were composited.   Composite
 sample no.  shown in  this  table must  correspond to  the  field  log book  (see
 Appendix B).
                                       C-3

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                                 BACKGROUND DATA
                           SOIL PORE-LIQUID MONITORING
Background Soil  Series:
Corresponding Uniform Area(s) in Active Portion:
Current Date:
Initial Analysis
Reevaluation
(Check one)   Dates of
             Sampling:
Parameter (units)


























2
Analytical Results
of Quarterly Sampling
Sample
No. _

























Sample
No. _

























Sample
No. _

























Sample
No. _

























Statistical
Results
Mean

























Var

























Notes

























1
 Hazardous Constituents or Principle Hazardous Constituents,  and any other
 pertinent parameters.

"Each sample is a composite from two lysimeters.   Field log book must indicate
 where (location and depth) individual  samples were taken  and how they were
 composited.  Composite sample no.  shown above in this  table must correspond to
 the field log book (see Appendix B).
                                       C-4

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                               ACTIVE PORTION DATA
                              SOIL CORE MONITORING
 Land Treatment Unit:

 Uniform Area:
 Corresponding Background Soil Series:  	

 Current Date: 	             Date(s) of Sampling:
Parameter (units)



















Analytical Results2'3
Sample
No. _



















Sample
No. _



















Sample
No. _



















Statistical
Results*
Mean



















Var



















Notes



















Hazardous Constituents or Principle Hazardous Constituents  (PHCs),  and any
 other pertinent parameters (e.g., soil pH).

2Each sample is a composite from two locations.  Field log book must indicate
 where (location and depth) individual samples were taken and how they were
 composited.  Composite sample no. shown above in this table must correspond to
 the field log book (see Appendix B).

3If uniform area is greater than 5 ha., more than three composite samples  are
 necessary; therefore, table would have to be expanded in these cases.

4Circled parameter means  that are found to be  statistically  signif.  increased
 over background.
                                       C-5

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                               ACTIVE PORTION DATA
                           SOIL PORE-LIQUID MONITORING
 Land Treatment Unit:

 Uniform Area:
 Corresponding Background Soil Series:  	

 Current Date: 	             Date(s) of Sampling:
Parameter (units)



















Analytical Results2'3
Sample
No. _



















Sample
No. _



















Sample
No. _



















Statistical
Results^
Mean



















Var



















Notes



















 Hazardous Constituents or Principle Hazardous Constituents (PHCs),  and any
 other pertinent parameters.
2
 Each sample is a composite from two lysimeters.   Field log book must indicate
 where (location and depth) individual  samples were taken and how they were
 composited.  Composite sample no. shown above in this table must correspond to
 the field log book (see Appendix B).
3
 If uniform area is greater than 5 ha., more than three composite samples
 (i.e., from 6 lysimeters) are necessary; therefore, table would have to be
 expanded in these cases.
4
 Circled parameter means that are found to be statistically signif.  increased
 over background.
                                       C-6

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                APPENDIX D

Regulations on Unsaturated Zone Monitoring

  Federal Register, Volume 47, Number 143
               July 26, 1982

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                 PREAMBLE  DISCUSSION  ON  UNSATURATED ZONE  MONITORING
  6. Unaaturated Zone Monitoring
(Section 284,278). As indicated earlier,
the purpose of unsaturated zone
monitoring ia to provide feedback on the
success of treatment in the treatment
zone. The information obtained from
this monitoring will be used to adjust
the operating conditions at the unit in
order to maximize degradation,
transformation and immobilization of
hazardous constituents in the treatment
zone.
  For example, if a significant increase
of a hazardous constituent is detected in
unsaturated zone monitoring, the owner
or operator will examine more closely
the facility characteristics that
significantly affect the mobility and
persistence of that constituent These
significant facility characteristics may
include treatment zone characteristics
(e.g.. pH, cation exchange capacity,
organic matter content), or operational
practices [e.g., waste application method
and rate). Modifications to one or more
of these characteristics may be
necessary to maximize treatment of the
hazardous constituent within the
treatment zone and to minimize
additional migration of that constituent
to below the treatment zone.
   It should be emphasized that
unsaturated zone monitoring is not a
substitute for ground-water monitoring.
Both are required at land treatment
units. Ground-water monitoring is
designed to determine the effect of
hazardous waste leachate on the ground
 water. Unsaturated zone monitoring
 cannot perform that function as a
 general matter. Instead, unsaturated
 zone monitoring simply gives an
 indication of whether hazardous
 constituents are migrating out of the
 treatment zone.
   Likewise, unsaturated zone
monitoring is not equivalent to the leak
detection monitoring that is used at
some other types of disposal units (e.g.,
double-lined surface impoundments).
Leak detection monitoring is used in
conjunction with a relatively "closed"
design (e.g., two liners with a drainage
layer between them) that is designed to
pick up any liquid migrating from the
unit EPA believes that such a design
can be a substitute for the ground-water
monitoring  and response program of
Subpart F.
  Unsaturated zone monitoring,
however, operates in an open system
that allows liquids to pass through the
unsaturated zone. While EPA believes
that unsaturated zone monitoring ia
generally reliable, it cannot provide the
same level of certainty about the-
migration of hazardous constituents
from the facility that a double-lined
surface impoundment (with a. leak
detection monitoring program) can
provide. Therefore, unsaturated zone
monitoring cannot be a substitute for
ground-water monitoring.
  Some commenters have expressed
concern about the reliability and
practicality of unsaturated zone
monitoring, particularly soil-pore liquid
monitoring. EPA believes that adequate
technology and expertise is available to
develop effective and reliable systems.
  The Agency also believes that the
inconvenience cited by some
commenters can be avoided.
Commenters stated that the placing of
lysimeters (one type of device for       f
monitoring soil-pore liquid) on the  active the PHCs
portion of a land treatment unit would
hinder site operations. However, the
Agency knows of a number of existing
land treatment units with monitoring
systems engineered so that the above-
ground portion of the device for
sampling soil-pore liquid is located off
the actual treatment zone. This and
                                     other hazardous constituents are being
                                     adequately treated.
                                       The Regional Administrator may
                                     address this situation by selecting
                                     principal hazardous constituents (PHCs)
                                     for the unit A PHC i* a hazardous
                                     constituent contained in -the waste
                                     applied at a unit that is difficult to
                                     degrade, transform or immobilize ia die
                                     treatment zone. Tha owner or operator
                                     may ask the Regional Administrator to
                                     establish PHCs at the unit if the owner
                                     or operator can demonstrate to the
                                     Regional Administrator's satisfaction
                                     that degradation, transformation or
                                     immobilization of the PHCs will assure
                                     adequate treatment of the other
                                     hazardous constituents in the waste.
                                       The Regional Administrator will be
                                     particularly concerned with two factors
                                     when deciding whether to establish
                                     PHCs. First he will be concerned with
                                     the mobility of the constituent Since
                                     PHCs will be monitored in the area
                                     below the treatment zone, the Regional
                                     Administrator will want to assure that
                                                  an early warning of the
                                     failure of the treatment process.
                                     Therefore, a PHC rtast be one of the
                                     most mobile constituents in the
                                     treatment zone. Second, a PHC must be
                                     one of tha- most concentrated and
                                     persistent constituents in the treatment
                                     zone. This is to assure that the
                                     the treatment zone.
                                       In the selection of principal hazardous
                                     constituents, the Regional Administrator
                                     will evaluate the results of waste
  ,      ..   ,     ,   .    ,      .,     constituent provides a reliable
other methods can be used to avoid any mdication of the success of treatment in
inconvenience associated with the
location of these devices.
  The unsaturated zone monitoring
program must be designed to determine
the presence of hazardous constituents     ,      ...    .      .      , ,
below the treatment zone. Generally this analyses, Uterature reviews laboratory
means that the owner or operator mnat  tes.f ^ *f? »*Bdl«»- Wafte ^^^
monitor for the hazardous constituents  ™* * U8fld to ldentify *" hazardous
identified for each hazardous waste that
is placed in> or on the treatment zone.
  EPA believes, however, that there
may be some situations where this
general monitoring burden may be
reduced without compromising the
objectives of the unsaturated zone
monitoring program. Some hazardous.
constituents will be more difficult to
degrade, transform or immobilize than
others* Therefore, if the owner or
operator monitors for-the constituents
that are difficult to treat and can
demonstrate that such constituents are
not migrating from the treatment zone,
obtained from literature reviews,
laboratory tests, and field studies
(including monitoring results for existing
units) will be used to assess the relative
mobility and persistence of the various
hazardous constituents. The extent of
data needed to support the selection of
one or more principal hazardous
constituents fora particular waste will
be determined by the Regional
Administrator.
  Both soil-core and soil-pore liquid
monitoring are required in today's rules.
These two monitoring procedures are
then EPA can be reasonably certain that intended to complement one another.
                                                   D-l

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 Soil-core monitoring will provide
 information primarily on the movement
 of "slower-moving" hazardous
 constituents (such as heavy metals).
 whereas soil-pore liquid monitoring wifl
 provide essential additional data on the
 movement of fast-moving, highly soluble
 hazardous constituents that soil-core
 monitoring may miss.
  The general elements of *h°
 unsaturated zone monitoring program
 are patterned after those required for
 ground-water monitoring in Subpart F.
 As in the detection monitoring program.
 the unsaturated zone monitoring
 program is designed to determine
 whether the level of hazardous
 constituents in the soil or soil-pore
 liquid below the treament zone shows
 statistically myiifimnt increases over
 the background levels of those
 constituents in the soil or soil-pore
 liquid. In addition, today's regulations
 include requirements for monitoring
 systems, sampling frequency anH
 sampling «"«i analysis pr
 methods that are analogous to those in
 Subpart F. Some modifications of the
 Subpart F monitoring program must be
 made, however, to make it compatible
 with land treatment
   First, the basis for establishing
 background values differs. In the
 ground-water monitoring program.
 background values are based on data
 taken from upgradient monitoring wells.
 Such a concept is not applicable to land
 treatment units. Background values at
 land treatment units are established by
 sampling the soil and soil-pore liquid in
 a. background plot A background plot is
 generally a segment of the soil near the
 unit that has characteristics similar to
 that of the treatment zone and that has
 not been contaminated by hazardous
 waste. At a new unit however, the
 owner or operator could use the actual
 treatment zone prior to waste
 application as the background plot The
 key characteristic of the background
 plot is its similarity to the treatment
 zone.
  Second, the unsaturated zone
 monitoring program will rely on
 statistical procedures that are somewhat
different than those used for detection
monitoring programs under Subpart F. In
order to account for seasonal variations
in soil-pore liquid quality, background
values will be baaed on one year of
quarterly sampling as hi the detection
monitoring program. Since background
soil levels are not likely to change
significantly during such a time frame,
today's rules allow that background soil
levels may be established following a
one-time sampling. Unsaturated zone
monitoring is similar to compliance
monitoring, however, in that there may
be several constituents to be monitored.
Thus, the probability of an experiment
error rate  is h'gh Therefore, the
statistical procedures used in the
unsaturated zone monitoring program
will be based on a narrative standard'as
used in the compliance monitoring
program.
  This standard seeks to provide
"reasonable confidence" that the
migration  of hazardous constituents
from the treatment zone will be
indicated  after balancing the risk of
false positives and the risk of false
negatives. (This preamble discusses the
rationale for this standard in Section
VILD.ia.)  If the number of constituents
to be monitored is small, then this
standard can be met by the use of the
Student's  t-test protocol described in
  While EPA believes that the standard
for statistical procedures just described
should-be adequate for most situations.
EPA intends to farther analyze the
appropriateness of other statistical
procedures for unsaturated zone
monitoring. For example, EPA is
considering whether other factors that
might affect background levels of soil
pore-water quality should be
specifically addressed in devising the
monitoring protocols. EPA specifically
asks for public comment on this issue.
  Third, the unsaturated zone
monitoring program does not call for
measurements of the flow and direction
of ground water. The gradient hi the
ground water is not relevant to
unsaturated zone monitoring and, thus,
such information is not necessary.
  Fourth, the response to the detection
of a statistically significant increase in
Subpart M differs from the  response
required in Subpart F. The results of
unsaturated zone monitoring are to be
used in the modification of the operating
practices at the unit Thus,  the required
response is the submission, within 90
days, of a permit modification
application that sett forth how the
owner or operator will adjust his
operating practices (including waste
application rates) to maximize
degradation, transformation and
immobilization of hazardous
constituents in the treatment zone.
However, an opportunity exists in
today's rules for not submitting the
permit modification application, but
only if the owner or operator can
successfully demonstrate to the
Regional  Administrator that the
statistically significant increase results
from an error in sampling, analysis, or
evaluation. This error demonstration
must be submitted to the Regional
Administrator within 90 days of the
owner or operator's knowledge of the
statistically significant increase.
  As indicated earlier in this preamble,
the appearance of hazardous
constituents below the treatment zone
does not  in itself constitute a violation
of the regulations. (This is analogous to
the fact that a landfill liner which has
been designed not to leak does not
violate the  design standards if the liner
fails at some future time*.) Under the
regulatory strategy in these regulations,
contaminants that are not controlled by
the design and operating measures will
be addressed by the monitoring and
response program in Subpart F.
                                                 D-2

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                       REGULATIONS ON UNSATURATED  ZONE MONITORING
§264£7t  Unsaturatad zone monitoring.
  An owner or operator subject to this
subpart must establish, an unsaiurated
zone monitoring program to discharge
the following responsibilities;
  (a) The owner, or operator must
monitor the soil and soil-pore liquid to
determine whether hazardous
constituents migrate out of the treatment
zone.
  (1) The Regional Administrator will
specify the hazardous constituents to be
monitored in the facility permit. The
hazardous-constituents to be monitored
are those specified under 5 2&i271(b)r-
  (2) The Regional Administrator may
require monitoring for prtnripal
hazardous constituents (PHCs] in lieu of
the constituents specified under
$ 264.271(b). PHCs-are hazardous
constituents contained in the wastes to
be applied at the unit that are the most
difficult to treat considering the
combined effects of degradation,
 transformation, and immobilization. The
Regional Administrator-will establish
PHCs ifhe finds, based on waste
 analyses, treatment c'emonstrations, or
 other data, that effective degradation.
 PHCs will assure treatment at at least
 equivalent levels for the other
 hazardous constituents in the wastes.
   (b) The owner or operator most install
 an unsaturated zoos monitoring system
 that includes soil monitoring using .soil
 cores and soil-pore liquid monitoring
 using devices such as lysHuetets. The
 unsaturated zone monitoring system
 must consist of a sufficient number of
 sampling points at appropriate location*
 and depths to yield samples that:
   (1) Represent the quality of
 background soil-pare liquid quality and
 the chemical make-up of soil that has
 not been -affected Tiy leakage from the
 treatment zone; and
   (2) Indicate the quafity of sod-pore
 liquid and the'chenitcal make-up of the
 soil below the treatment zone.
   (c) The owner  or operator mast
 establish a background -vafcie foe each
 hazardous constituent-to b* monitored
 under paragraph- (a) of this section. The
 permit will specify the background
 values for each constituent or specify
 the procedures to ba usad to calculate
 tlX6
  (1) Background wd values may be
based on a one-time sampling at a
background plot having characteristics
similar to those of the treatment zone.
  (2) Background soil-pore liquid values
must be based on at least quarterly
sampling for one year at a background
plot having characteristics similar to
those of the treatment *""»,
  (3) The owner or operator must
express all background values in a form
necessary for the  soil-pore
liquid.monitoring immediately below the
treatment .zone. The Regional
Administrator will specify the frequency
and timing of soil and soil-pore liquid
monitoring in the facility permit aitsr
considering the frequency, timing and
rate of "waste application. anA the soil
permeability. The owner or operator
must eJLjjieaj the results of soil and soil-
pore liquid monitoring in a form
necessary for the determination of
statistically significant increases under
paragraph (f) of this section.
  (e) Tha owner or operator must use
consistent sampling and -analysis
procedures that are designed to ensure
sampling results that provide a reliable
indication of sod-pore liquid quality and
tha chemical make-up of the soil below
the irea&nant juiue. At a minimum, the
owner or operator-most implement
procudu«is aad.tecmaques for
  (1) Sample collection:
  (2) SaaRjle preservation and shipment;
  (3) Analytical procedures; and
                                       (11 la dBtmuiHiiig whether a
                                     statistically significant increase has
                                     occurred, the owner-or opezator^nust
                                     compare the value of
  (4)
  (f) *p"*
                 "T^1 ** l"r
determine whether mom is a
constituent to bamoniiaced under
paragraph (a) afthissanttoB below the
treatment zone each time he conducts
soil Mntaring aad mil-pan liquid
monitoring under paragraph (d) of this
sectiaa.
as determined under paragraph (d) of
this section, to the background value for
that constituent according to the
statistical procedure specified in the
facility permit under this paragraph.
  (2) The owner or operator must
determine whether there has been a .
statistically significant increase below
the treatment zone within  a reasonable
time  period after completion of
sampling. The Regional Administrator
will specify that time period in the
facility permit after considering the
complexity of the statistical test and the
availability of laboratory facilities to
perform the analysis of soil and soil-
pore  liquid samples.
  (3) The' owner or operator must
determine whether there is a
statistically significant increase below
the Tsatment zone using a statistical
procedure that provides reasonable
confidence tost msgrataon irom the
treatment zone wiU be identified. Tha
Regional Administrator will specify a
statistical procedure in the facility
permit that he finds:
  (i)  Is appropriate for the distribution
of the data used to establish background
values; and
  (ii) Provides a reasonable balance
between the probability of falsely
identifying migration from the- treatment
zone and the probability of failing to
identify  real migration from the
treatment zone.
  (g) If the owner or operator
determines, pursuant to paragraph (f) af
this section, that there is a statistically
significant increase of hazardous
constituents below the treatment zone,
he must:
  (1) Notify the Regional Administrator
of this finding in writing within seven
days. TJw notification must indicate
what constituents have shown
statistically significant increase*.
  (2) Within 98 days, -3000111 to tha
Regional Administrator aa appiieattea
for a permit modification to modify the
operating practices at the facility in
order to maximize the success af
degradation, transformeaoa. or
                                                  D-3

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immobilization processes in the
treatment zone.
  (h) If the owner or operator
determine*, pursuant to paragraph (f) of
this section, that then is a statistically
                 B trf ^laB*'
constituents beiow the treatment zone.
he may demonstrate that a source other
than regulated mriis caused the increase
or that the increase resulted from an
error in sanpting. analysis, or
evaluation. While the owner or operator
may males a demonstration under this
paragraph in addition to, .or in lieu of,
submitting a permit modification
appScatioB under paragraph (g}{2) of
this section, he is oat relieved of the
requirement to submit a permit
modification application within the time
specified in paragraph (g)(2) of this
section unless the demonstration made
under this paragraph successfully shows
that a source other than regulated units
caused the increase or that the increase
resulted from an error in sampling,
analysis, or evaluation. In making a
demonstration under this paragraph, the
owner or operator must
   (1} Notify the Regional Administrator
in writing within seven days of
determining a statistically significant
increase below the treatment zone that
he intends to make a determination
under this paragraph:
   (2) Within 90 days, submit a report to
the Regional Administrator
demonstrating that a source other than
the regulated units caused the increase
or that the increase resulted from error
in sampling, analysis, or evaluation;
   (3j Within 90 days, submit to  the
Regional Administrator an application
for a permit modification to make any
appropriate changes to the unsaturated
zcr.3 .T.oniiorisg program at the facility;
and
   (4) Continue to monitor in accordance
with the unsaturated zone monitoring
program established under this  section.
                                                       *U.S. GOVERNMENT PRINTING OFFICE!   1985-&61-221/24030
                                                  D-4

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