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aTD223 
. A1P6 


WATER  QUALITY  MONITORING 
PROGRAMS 


DEVELOPED  BY 

Stanley  L.  Ponce 


WSDG  Technical  Paper 
WSDG-TP-00002 
December  1980 


Watershed  Systems  Development  Group 
USDA  Forest  Service 
3825  East  Mulberry  Street 
Fort  Collins,  Colorado  80524 


AD-33  Bookplate 

NATIONAL 


LIBRARY 


917036 


PREFACE 


Recent  legislation,  such  as  Public  Law  92-500  (the  Federal  Water 
Pollution  Control  Act  Amendments  of  1972),  RPA  and  NFMA,  and  public  opinion 
have  forced  water  quality  considerations  to  surface  in  many  land  and 
resource  decision  processes.  This  has  generated  a need  to  provide 
decision-makers  with  information  about  existing  water  quality  and  the 
impacts  of  land  management  practices  on  water  quality.  In  general,  this 
information  is  obtained  through  water  quality  monitoring. 

Water  quality  monitoring,  which  is  defined  in  the  Forest  Service 
Manual  as  "the  systematic  evaluation  of  achievement  of  water  quality 
management  goals,  objectives,  or  targets,"  is  usually  the  responsibility  of 
the  forest  hydrologist.  The  purpose  of  this  Technical  Paper  is  to  help 
forest  hydrologists  develop  technically  sound  water  quality  monitoring 
programs.  The  material  presented  here  is  the  result  of  an  extensive 
literature  review  and  personal  experience. 

It  is  intended  that  this  paper  be  used  as  a technical  guide,  not  a 
"cook  book."  Every  water  quality  monitoring  program  will  be  different.  As 
a result,  each  program  will  require  that  the  hydrologist  understand  the 
hydrologic  system  at  hand  as  well  as  the  interaction  between  land-use 
activities  and  water  quality.  In  my  opinion,  there  is  no  substitute  for 
careful  planning  by  the  professional  forest  hydrologist  when  developing  a 
water  quality  monitoring  plan  of  operation  for  a National  Forest. 

This  paper  was  designed  to  be  used  in  conjunction  with  Watershed 
Systems  Development  Group  (WSDG)  Technical  Paper  00001,  "Statistical 
Methods  Commonly  Used  in  Water  Quality  Data  Analysis";  and  WSDG  Application 
Documents  00001,  "Statistical  Analysis  Using  the  Statistical  Analysis 
System  (SAS)  at  the  EPA  National  Computer  Center";  an 


APR  I 1989 


Analysis  Using  the  Statistical  Package  for  the  Social  Sciences  (SPSS)  at 
the  USDA  Fort  Collins  Computer  Center." 

I would  like  to  acknowledge  all  the  following  people  who  reviewed  this 
paper  and  provided  many  valuable  suggestions  for  its  improvement:  Mr.  John 

Potyondy,  USDA  Forest  Service;  Dr.  David  W.  Schindler,  Fisheries  and 
Environment  Canada;  Dr.  Robert  C.  Averett,  USGS-WRD;  Dr.  Robert  Beschta, 
Oregon  State  University;  Mr.  Karl  Gebhardt,  BLM;  Dr.  Ken  Brooks,  University 
of  Minnesota;  Mr.  David  Ryn,  USDA  Forest  Service;  Dr.  Walt  Hivner,  Colorado 
State  University;  Dr.  David  DeWalle,  Pennsylvania  State  University;  Dr. 
Clarence  Skau,  University  of  Nevada;  Mr.  Ronald  Russell,  USDA  Forest 
Service;  Mr.  Owen  Williams,  USDA  Forest  Service;  Mr.  Rhey  Solomon,  USDA 
Forest  Service;  Mr.  Larry  Schmidt,  USDA  Forest  Service;  Mr.  Andrew  Leven, 
USDA  Forest  Service;  Mr.  Dallus  Hughes,  USDA  Forest  Service;  Mr.  Keith 
McLaughlin,  USDA  Forest  Service;  Mr.  Harry  Parrott,  USDA  Forest  Service, 

Mr.  Ted  Beauvais,  USDA  Forest  Service;  Ms.  Ann  Puffer,  USDA  Forest  Service; 
and  Mr.  Warren  Harper,  USDA  Forest  Service. 


TABLE  OF  CONTENTS 


Page 

1.0  Introduction  1 

2.0  Types  of  Monitoring  2 

Cause-and-effect  2 

Compliance  3 

Baseline  3 

Inventory  3 

3.0  Defining  Problem  Areas  and  Setting  Study  Objectives  4 

4.0  Reviewing  Past  Work  8 

5.0  Thinking  About  Data  Analysis  11 

6.0  Where,  What  and  When  13 

6.1  Guidelines  for  Locating  Sampling  Stations  14 

6.1.1  Station  Location  as  Influenced  by  the  Type  of  Monitoring  14 

6.1.2  Station  Location  as  Influenced  by  the  Water  Type  21 

6.2  Selecting  Water  Quality  Constituents  34 

6.3  Guidelines  for  Determining  Sampling  Frequency  36 

6.3.1  Systematic  Sampling  37 

6.3.2  Simple  Random  Sampling  38 

6.3.3  Stratified  Random  Sampling  47 

7.0  Guidelines  for  Collecting  and  Handling  of  Water  Quality 

Samples  55 

7.1  Types  of  Samples  56 

7.1.1  Grab  Samples  56 

7.1.2  Composite  Samples  56 

7.2  Sample  Collection  57 

7.3  Sample  Handling 


59 


TABLE  OF  CONTENTS 


(conti nued) 


8.0  Literature  Cited 
Appendi x 


Page 

64 


LIST  OF  FIGURES 


Page 

Figure  1 - Example  of  Station  Location  for  Cause-and-Effect 

Monitoring  Study  Where  the  Treatment  can  be  Readily 
Isolated  15 

Figure  2 - Hypothetical  Rating  Curves  of  Suspended  Solids 
(log  Qss)  versus  flow  (log  Qw)  for 

Stations  A and  B.  16 

Figure  3 - A Paired-station  Plot  for  Suspended  Solids 

Concentration  17 

Figure  4 - Sample  Station  Location  for  the  Paired  Watershed 

Approach  18 

Figure  5 - A Plane  View  of  Sampling  Station  Location  at  a 

Swimming  Beach  Along  a Lake  20 

Figure  6 - Sampling  Station  Location  for  Two  Cases,  I and  II, 

in  Which  a Point  Source  Effluent  is  Draining  into 
a Stream  20 

Figure  7 - Example  of  Sampling  Station  Location  for  a Cause- 

and-Effect  Monitoring  Study  in  Which  a Tributary 
is  Involved  23 

Figure  8 - An  Illustration  of  Lateral  Mixing  24 

Figure  9 - Examples  of  Transect  and  Grid  Sampling  Schemes  26 

Figure  10  - The  Three  Zones  of  a Temperature  Profile  in  a 

Stratified  Lake  26 

Figure  11  - Illustration  of  Sample  Locations  Along  the 

Depth  Profile  in  a Stratified  Lake  28 

Figure  12  - Temperature  Profile  in  a Lake  or  Reservoir 
During  the  Period  of  Overturn,  Either  in  the 
Spri ng  or  Fal 1 29 

Figure  13  - An  Illustration  of  the  Effect  of  Wind  on  the 

Mixing  of  Water  in  the  Epilimnion  29 

Figure  14  - A Hypothetical  Example  of  Where  to  Locate  Sampling 
Stations  to  Monitor  Surface  Water  Quality  on  a 
Multiple  Use  Lake  30 

Figure  15  - Location  of  Sampling  Stations  Around  a Solid  Waste 
Disposal  Site 


32 


LIST  OF  FIGURES 


(continued) 


Figure  16  - Radial  Design  of  Observation  Wells  Around  a 
Point  Source 


Page 

33 


LIST  OF  TABLES 


Page 


Table  1 - Indexes  for  Computerized  Search  of  Water  Resources 

Literature  9 

Table  2 - Activities  and  Concerns  - Water  Quality  Matrix  35 

Table  3 - Multiplier  (M)  of  (sd/d2)  to  be  Used  in  Paired 

Comparitive  Sample  Size  Calculations  (After  Potyondy, 

1977)  46 

Table  4 - Electrical  Conductivity  Data  (ymhos/cm)  collected 

From  a Rocky  Mountain  Stream  48 

Table  5 - Summary  of  Special  Sampling  or  Sample  Requirements  60 


' 


LIST  OF  EXAMPLES 


Page 


Example  1 - Establishing  Study  Objectives  from 

Problem  Definitions  7 

Example  2a  - Estimating  Sample  Size  for  the  Simple  Random 

Sampling  Method  41 

Example  2b  - Estimating  Sample  Size  for  Simple  Random 

Sampl i ng  43 

Example  3 - Estimating  Sample  Size  for  a Stratified 

Random  Sample  53 


WATER  QUALITY  MONITORING  PROGRAMS 


1.0  Introducti on 

Designing  a water  quality  monitoring  program  that  will  provide  useful 
information  is  an  intellectual  activity.  It  requires  a great  deal  of 
thought  and  careful  planning.  Thinking  about  the  measurements  you  are 
going  to  make  and  why  you  are  going  to  make  them  leads  to  problem  solving. 

Just  as  a blood  sample  gives  a physician  insight  into  the  functions  of 
the  human  body,  a water  sample  can  tell  a hydrologist  a great  deal  about 
the  complex  system  of  a watershed.  The  quality  of  the  water  resource  is 
directly  related  to  natural  factors,  such  as  climate,  geology,  soils  and 
terrestrial  and  aquatic  vegetation;  and  man's  land-use  activities,  such  as 
timber  harvesting,  road  building,  grazing,  recreation  and  mining. 
Consequently,  to  obtain  useful  information  from  water  quality  monitoring, 
the  sampling  network  for  collection  of  data  must  be  properly  located  in 
both  time  and  space  and  the  constituents  which  are  relevant  to  the 
management  objectives  must  be  sampled.  In  addition,  if  the  monitoring  is 
to  be  cost  effective,  the  hydrologist  needs  to  evaluate,  at  the  outset  of 
the  program,  what  can  be  accomplished  with  the  resources  that  are 
available. 

The  purpose  of  this  paper  is  to  (1)  summarize  the  various  types  of 
water  quality  monitoring  commonly  carried  out  on  National  Forest  System 
lands  and  (2)  provide  a series  of  guidelines  to  aid  you  with  problem 
definition,  establishing  study  objectives,  locating  past  work,  data 
analysis,  locating  sampling  stations,  selecting  water  quality  constituents, 
determining  sampling  frequency,  and  collecting  and  handling  samples. 


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One  final  comment  before  we  begin  our  discussion  on  developing  water 
quality  monitoring  programs.  It  is  strongly  recommended  that  you  document 
your  program  in  the  form  of  a water  quality  monitoring  plan  of  operation 
(see  FSM  2542).  A written  monitoring  plan  serves  several  purposes.  First, 
it  forces  you  to  clearly  define  your  problem  and  study  objectives  as  well 
as  develop  a logical  approach  to  collecting  data  which  will  provide 
information.  Second,  it  provides  your  supervisor  and  other  interested 
parties  with  a statement  of  the  problem  you  plan  to  address,  how  you  will 
do  it,  the  type  of  data  that  will  be  obtained,  how  the  data  will  be 
analyzed,  the  expected  knowledge  to  be  gained,  the  financial  commitment 
required,  and  when  reports  are  to  be  done.  Finally,  if  you  leave  the 
Forest  before  the  project  is  completed,  it  provides  the  next  hydrologist 
with  the  proper  framework  to  continue  the  study.  In  general,  the  structure 
of  a water  quality  monitoring  plan  varies  from  Region  to  Region.  However, 
the  major  components  of  most  plans  are  the  topics  discussed  in  this  paper. 

2.0  Types  of  Monitoring 

In  general,  the  types  of  water  quality  monitoring  performed  on 
National  Forest  System  lands  can  be  divided  into  four  categories: 
cause-and-effect , compliance,  baseline,  and  inventory.  A brief  summary  of 
each  follows. 

Cause-and-effect  (project)  monitoring  is  performed  to  quantify  the 
impacts  of  specific  land  management  activities  on  water  quality.  The 
information  obtained  from  this  type  of  study  is  often  used  to  evaluate  the 
effectiveness  of  "Best  Management  Practices,"  calibrate  existing  models 
which  were  developed  at  different  locations  or  under  different  conditions, 
and  develop  and  verify  models  designed  specifically  for  the  Forest. 


2 


Cause-and-effect  monitoring  is  generally  implemented  on  a project 
level.  The  surveys  are  designed  to  deal  with  questions  about  what  happened 
and  why.  The  monitoring  is  generally  short-term,  lasting  three  years  or 
less.  Whenever  possible,  paired  sampling  is  employed  with  samples  being 
collected  before,  during  and  after  the  treatment. 

Comp! iance  monitoring  on  National  Forest  System  lands  is  performed 
primarily  to  protect  public  health.  It  includes  the  monitoring  of  drinking 
water  and  water  used  for  primary  contact  recreation.  The  water  quality  is 
generally  compared  with  existing  State  water  quality  standards  and  when 
these  standards  are  not  met,  corrective  action  should  be  taken  as  soon  as 
possible. 

Basel i ne  monitoring  is  performed  to  provide  land  managers  with 
reliable  information  on  water  quality  trends.  The  data  are  generally  used 
to  determine  if  water  quality  maintenance  and  improvement  criteria  required 
by  law  and/or  policy  are  being  met  and  for  long-term  trend  assessment.  If 
the  data  indicate  that  water  quality  degradation  is  occurring  as  a result 
of  activities  on  the  National  Forest,  corrective  action  may  be  evaluated 
and  appropriate  action  initiated.  Water  quality  stations  associated  with 
this  type  of  monitoring  program  are  usually  located  at  strategic  points 
within  the  Forest  and  sampled  on  a routine  basis  for  many  years. 

Inventory  monitoring  is  carried  out  to  provide  land  managers  with 
reliable  information  of  existing  water  quality  conditions.  The  data  are 
generally  used  to  provide  information  for  the  land  management  planning 
process  and  to  establish  water  quality  goals.  Usually  the  inventory  data 
are  obtained  from  existing  stations  established  for  cause-and-effect, 
compliance  and  baseline  monitoring.  However,  if  additional  stations  are 


3 


required,  they  are  often  located  at  strategic  points  within  the  Forest  and 
sampled  intensively  for  a short  period  of  time. 

One  of  the  keys  to  an  effective  water  quality  program  is  to  integrate 
the  various  types  of  monitoring  so  that  they  are  complementary.  Some  of 
each  type  of  monitoring  will  generally  be  carried  out  on  all  Forests. 

Enough  of  each  type  should  be  accomplished  to  characterize  the  quality  of 
the  water  resource,  to  assess  the  impacts  of  management  activities  on  water 
quality  and  to  determine  if  water  quality  standards,  goals  and  objectives 
are  being  met. 

Priorities  for  monitoring  should  be  established  because  it  is  not 
feasible  to  monitor  the  water  quality  of  all  management  activities  or  all 
water  bodies  within  the  Forest.  Variation  of  priorities  between  Forests 
will  exist  depending  on  the  existing  data  base,  management  issues  and 
concerns,  and  water  quality  management  objectives. 

3.0  Defining  Problem  Areas  and  Setting  Study  Objectives 

The  first  step  in  developing  an  effective  water  quality  monitoring 
plan  is  to  define  problem  areas.  Each  problem  definition  must  evolve  from 
the  needs  identified  by  the  line  officer  for  information  which  will  aid  in 
making  management  decisions  (Boynton,  1972).  It  is  very  important  that  the 
needs  of  the  line  officer  be  clearly  identified  since  water  quality 
monitoring  can  only  be  justified  if  it  is  done  to  address  specific  needs  of 
management  for  information.  Furthermore,  commitment  by  line  officers  to 
monitoring  programs  is  achieved  through  their  involvement  in  problem 
identification  and  setting  specific  study  objectives. 

The  role  of  the  hydrologist  in  the  problem  definition  phase  is  to  take 
the  lead  in  suggesting  specific  problem  areas  which  are  technically 


4 


feasible  and  satisfy  the  managers  needs.  The  hydrologist  has  the  technical 
expertise  and  the  familiarity  with  land  use  and  water  quality  relationships 
to  make  this  linkage.  Involvement  of  other  functional  specialists  with  an 
interest  in  water  quality,  such  as  fishery  biologists,  is  often  appropriate 
at  this  stage  to  coordinate  common  data  needs.  Interdisciplinary 
involvement  can  avoid  duplication  of  effort  and  address  a multitude  of 
management  needs  at  one  time  (Potyondy,  1980). 

Problem  definitions  should  be  as  specific  as  possible.  A problem 
definition,  such  as  "What  is  the  effect  of  land  use  on  the  quality  of  water 
draining  the  Routt  National  Forest?"  is  too  broad  to  be  of  much  use.  In 
this  case,  the  problem  definition  could  be  greatly  improved  if  (1)  the  land 
management  activity  of  interest  was  identified  (timber  harvesting,  mining, 
recreation,  etc.);  (2)  the  water  resource  was  specified  (stream,  lake 
and/or  ground  water);  and  (3)  the  type  of  water  quality  was  stated 
(physical,  chemical,  biological  and/or  radiological).  An  improved  problem 
definition  might  read  "What  is  the  effect  of  cl  earcutting  on  the  sediment 
regime  of  Trout  Creek?"  The  problem  definition  is  now  very  clear  and 
direct.  Often  times  problem  definitions  will  not  be  this  specific.  More 
often  they  are  as  follows: 

1.  A reliable  method  to  predict  the  effect  of  clearcutting  on  the 
sediment  yield  for  the  various  stream  types  found  in  the  Forest 
is  needed. 

2.  A simple,  reliable  approach  to  classify  lakes  by  water  quality 
within  the  Forest  is  needed. 

These  problem  statements,  broad  as  they  may  appear,  are  consistent  with  the 
water  quality  information  needed  in  the  land  management  planning  process 
and  still  provide  the  hydrologist  with  sufficient  guidance  to  formulate 
study  objectives. 


5 


Once  the  problem  areas  have  been  defined,  the  next  step  is  to 
establish  study  objectives.  This  process  should  also  be  a mixed  effort 
between  the  hydrologist  and  the  line  officer.  The  hydrologist's  role, 
because  of  his  technical  knowledge  of  the  watershed  system  and  land  use/ 
water  quality  interactions,  is  to  suggest  specific  monitoring  objectives 
while  the  line  officer's  role  is  to  act  as  a sounding  board,  continually 
asking  why  and  making  sure  the  objectives  speak  only  to  his  needs  and  that 
the  plan  fits  within  the  available  resources  (Boynton,  1972).  When  the 
objectives  are  agreed  upon  by  the  hydrologist  and  line  officer,  they  should 
be  documented  in  written  form. 

Objectives  should  be  specific  statements  of  measurable  results  to  be 
achieved  within  a stated  time  period.  In  addition,  they  should  be  specific 
enough  so  that  the  hydrologist  can  convert  them  into  statistical  hypotheses 
which  can  be  tested  with  the  data  obtained  from  the  water  quality 
monitoring  program  (more  about  this  in  Section  5.0).  Some  illustrations  of 
problem  definitions  and  related  study  objectives  are  given  in  Example  1. 

Defining  the  problem  and  setting  the  study  objectives  phase  of  the 
study  may  seem  like  a lot  of  work  which  will  require  a substantial  amount 
of  your  time.  It  is  and  it  does.  However,  it  is  time  very  well  spent. 

The  point  is,  if  you  have  spent  time  defining  your  objectives  and  making 
sure  that  they  are  compatible  with  management's  needs,  there  is  a very  good 
chance  that  your  study  will  be  successful  and  provide  meaningful 
imformation  to  the  land  manager. 


6 


Example  1 

Establishing  study  objectives  from  problem  definitions. 


Case  A. 

Problem  Definition: 

Does  the  water  at  Public  Beach  A pose  a health  hazard  to  primary 

contact  recreationists? 

Study  Objective: 

To  determine  if  the  water  at  Public  Beach  A meets  the  State 

standards  for  swimming  during  the  summer  of  1980. 

In  this  case,  the  strategy  is  to  monitor  the  water  quality  at  Swimming 
Beach  A over  the  summer  and  compare  it  with  the  State  standards  for  primary 
contact  recreation. 

Case  B. 

Problem  Definition: 

Is  acid  precipitation  adversely  affecting  the  productivity  of 

Agnes  Lake? 

Study  Objectives: 

1.  To  determine  the  pH  of  the  precipitation  on  a seasonal 
basis  at  Agnes  Lake  over  the  next  five  years. 

2.  To  determine  the  seasonal  trend  of  pH,  alkalinity  and 
conductivity  in  Agnes  Lake  over  the  next  five  years. 

3.  To  determine  the  biological  significance  of  any  change  in 
pH,  alkalinity  and  conductivity  in  Agnes  Lake  that  occurs 
over  the  next  five  years. 

In  this  case,  the  strategy  is  to  quantify  the  seasonal  input  of  acid 
(hydrogen  ions)  to  the  lake  from  precipitation,  to  develop  the  trend  of  the 
lake's  response  over  the  next  five  years,  and  determine  if  this  response  is 
biologically  significant. 


4.0  Reviewing  Past  Work 

After  the  objectives  have  been  established,  the  next  step  is  to 
determine  what  has  al ready  been  done.  Several  common  sources  of  data  of 
interest  to  the  wildland  hydrologist  are  listed  below: 

1.  Forest,  District,  and  Regional  Office  resource  reports. 

2.  U.S.  Forest  Service  research,  U.S.  Geological  Survey,  U.S. 
Environmental  Protection  Agency,  Bureau  of  Land  Management,  Water 
and  Power  Resources  Administration,  Corps  of  Engineers,  National 
Oceanic  and  Atmospheric  Administration,  and  Soil  Conservation 
Service. 

3.  State  Geological  Survey,  State  Department  of  Health,  State 
Department  of  Engineering,  and  State  Water  Pollution  Control 
Agency. 

4.  State  universities,  especially  the  departments  specializing  in 
watershed  management,  hydrology,  geology,  chemistry,  aquatic 
biology,  limnology,  and  microbiology. 

5.  River  basin  commissions. 

6.  STORET. 

In  addition  to  the  sources  mentioned  above,  several  of  the  Regions  now 
have  agreements  with  Forest  Service  research  libraries  or  other  libraries 
which  provide  computerized  literature  searches.  The  major  indexes 
presently  available  or  soon  to  be  available  are  summarized  in  Table  1. 

Most  of  the  time,  you  can  expect  that  little  if  any  data  will  be 
available  from  your  watershed  of  interest,  or  if  they  are,  they  often  will 
be  the  wrong  kinds  of  data.  You  can  sometimes  circumvent  this  problem  by 
reviewing  information  available  from  tributary  streams  or  adjacent 
drainages.  However,  you  must  be  cautious  when  transferring  data  from  one 
place  to  another. 

Whenever  data  are  available  from  your  watershed  of  interest,  they 
probably  will  have  been  collected  for  another  purpose  and  will  not  solve 
your  specific  problem.  Nevertheless,  such  data  can  provide  you  with 


8 


Table  1.  Indexes  for  computerized  search  of  water 
resources  literature  (modified  from  Busby,  1980). 

INDEX 

SUBJECT  AREA 

AGRICOLA 

Covers  worldwide  journal  and  monographic  literature  in 
agriculture  and  related  subject  fields,  including  forestry, 
natural  resources,  chemistry  and  water  resources.  Prepared 
by  the  U.S.  National  Agriculture  Library. 

AQUALINE 

Provides  access  to  information  on  every  aspect  of  water, 
waste  water,  and  the  aquatic  environment.  Worldwide  sources 
cited  are  400  periodicals,  research  reports,  legislation, 
conference  proceedings  and  preprints,  books,  monographs, 
pamphlets,  dissertations,  translations,  standards  and 
specifications,  and  miscellaneous  publications  from 
water-related  institutions  worldwide.  Prepared  by  the  Water 
Research  Centre. 

B I OS  IS 
PREVIEWS 

Includes  contents  of  Biological  Abstracts  and  Bio-Research 
Index,  covering  the  entire  life  sciences.  Citations  are 
taken  from  approximately  8,000  serial  publications,  as  well 
as  books.  Prepared  by  Biological  Sciences  Information 
Service. 

CDI 

Comprehensive  Dissertation  Index,  containing  all 
dissertations  accepted  for  academic  doctoral  degrees  granted 
by  United  States  education  institutions  and  some  non-U. S. 
universities.  Prepared  by  University  Microfilms 
International . 

COMPENDIX 

Covers  civil,  environmental  and  geological  engineering; 
mining,  metals,  petroleum  and  fuel  engineering;  mechanical, 
automotive,  nuclear  and  aerospace  engineering;  chemical, 
agricultural  and  food  engineering;  and  industrial 
engineering,  management,  mathematics,  physics  and 
instruments.  Prepared  by  Engineering  Index,  Inc. 

GeoRef 

Geological  Reference  file,  covering  geosciences  literature 
from  3,000  journals,  plus  conferences  and  major  symposia  and 
monographs  in  such  areas  as  environmental  geology, 
geochemistry,  and  fluvial  geomorphology.  Prepared  by  the 
American  Geological  Institute. 

NTIS 

This  is  a broad  and  cross-disciplinary  file  containing 
citations  and  abstracts  of  government-sponsored  research  and 
development  reports  and  other  government  analysis  prepared 
by  Federal  agencies  on  their  contractors  and  grantees. 
Prepared  by  National  Technical  Information  Service  of  the 
U.S.  Department  of  Commerce. 

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INDEX  SUBJECT  AREA 


POLLUTION 

Covers  non-U. S.,  as  well  as  domestic  reports,  journals, 
contracts,  patents  and  symposia  in  the  areas  of  pollution 
control  and  research.  Prepared  by  Pollution  Abstracts,  Data 
Courier,  Inc. 

WATERLIT 

Covers  the  water  resources  and  water-related  literature  of 
the  world.  WATERLIT  topics  include,  but  a^e  not  limited  to, 
water  supply,  reservoirs  of  all  types,  water  utilization, 
water  standards,  limnology,  health  aspects  of  water,  water 
law  and  water  ecology.  It  is  produced  by  the  South  African 
Water  Information  Centre. 

WRD 

Water  Resources  Abstracts  is  a computerized  version  of 
Selected  Water  Resources  Abstracts,  a semimonthly  journal 
published  by  the  Office  of  Water  Research  and  Technology. 

It  covers  literature  of  water  related  aspects  of  the  life, 
physical  and  social  sciences  as  well  as  related  engineering 
and  legal  aspects  of  the  characteristics,  conservation, 
control,  use,  or  management  of  water. 

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information  about  the  interactions  between  land  use,  hydrology  and  water 
quality  and  be  very  useful  in  the  design  of  your  sampling  program. 

5.0  Thinking  About  Data  Analysis 

This  is  the  stage  of  your  study  design  when  you  should  begin  thinking 
about  how  the  data  will  be  analyzed.  You  should  start  by  converting  your 
objective  statements  into  null  (H0)  and  alternative  (Ha)  hypotheses. 

For  example,  consider  the  objective  presented  in  Case  A,  Example  1.  The 
study  objective  is  a very  specific  water  quality  concern  which  can  be 
readily  converted  into  a set  of  null  and  alternative  hypotheses.  The 
hypotheses  to  be  tested  could  be  stated  as  follows: 

H0:  The  water  at  Public  Beach  A does  not  exceed  the  State  water 

quality  standards  for  swimming  during  any  portion  of  the  summer 
of  1980. 

Ha:  The  water  at  Public  Beach  A exceeds  the  State  water  quality 

standards  for  swimming  at  some  time  during  the  summer  of  1980. 

At  this  point,  we  are  ready  to  select  a statistical  model  which  will 
allow  an  efficient  test  of  the  null  hypothesis  against  the  alternative 
hypothesis.  The  statistical  methods  that  you  select,  along  with  the 
knowledge  you  have  gained  about  the  system  through  reviewing  past  work, 
will  influence  where  you  sample,  such  as  above  or  below  a treatment  or  at 
the  mouths  of  paired  watersheds  offering  impact  and  controlled  data 
comparisons;  and  when  and  how  often  you  sample,  such  as  once  a season 
without  replication  or  diurnal ly  with  replication.  If  you  do  not  feel 
comfortable  designing  your  statistical  analysis,  you  should  review  in 
detail  WSDG  Technical  Paper  00001  ("Statistical  Methods  Commonly  Used  in 
Water  Quality  Data  Analysis",  Ponce,  1980)  and/or  seek  the  aid  of  a 
statistician. 


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There  are  a few  principles  that  you  should  keep  in  mind  when  you  begin 
thinking  about  your  data  analyses.  These  have  been  summarized  from  Green 
(1979). 

1.  Carry  out  some  preliminary  sampling  to  provide  a basis  for 
evaluation  of  sampling  design  and  statistical  analysis  options. 
Those  who  skip  this  step  because  they  do  not  have  enough  time  or 
money  usually  ending  up  loosing  both  time  and  money. 

2.  To  test  whether  a condition  (treatment)  has  an  effect,  collect 
samples  both  where  the  condition  (treatment)  is  present  and  where 
it  is  absent  but  all  else  is  the  same.  Remember,  an  effect  can 
only  be  demonstrated  by  comparison  with  a control. 

3.  If  possible,  take  replicate  samples  within  each  combination  of 
time,  space,  and  any  other  controlled  variable.  Differences 
among  can  only  be  demonstrated  by  comparison  to  differences 
within.  For  example,  if  you  are  comparing  NO3  yield  from  a 
clearcut  area  with  a forested  area,  only  if  you  take  replicate 
samples  can  you  separate  sampling  error  from  differences  due  to 
the  treatment. 

4.  If  the  system  to  be  sampled  has  a large-scale  environmental 
pattern,  break  up  the  system  into  relatively  homogeneous 
subsystems  and  allocate  samples  to  each  by  some  predetermined 
weighting  criteria.  For  example,  if  you  are  measuring  TDS  in  the 
northern  Rockies,  you  could  reduce  the  overall  variance 
substantially  if  you  broke  your  sampling  periods  into  three 
strata;  baseflow,  snowmelt,  and  stormflow;  and  weigh  each  by 

di scharge. 

It  is  very  important  that  you  consider  the  statistical  analysis  at 
this  stage  of  the  study  design.  As  Averett  (1979)  states  "problems  almost 
always  arise  when  statistical  methods  become  an  afterthought  of  study 
design  and  are  used  as  a salvage  operation.  This  'afterthought' 
application  of  statistical  methodology  leads  to  the  deadliest  data  analysis 
trap  of  all--the  mathematical  manipulation  of  non-related,  non-correlated 
data,  into  a probability  function." 

One  final  comment  before  we  proceed;  it  is  important  that  you  keep  the 
role  of  statistical  methods  in  proper  perspective.  Their  primary  use  is  to 
reduce  data  and  to  help  us  make  "yes"  or  "no"  statements  about  the 


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relation  of  samples  collected  from  different  populations.  While  there  is 
much  merit  in  designing  water  quality  sampling  studies  around  a statistical 
framework,  it  must  be  emphasized  that  the  statistical  testing  of  data  is 
not  interpretation  of  data  (Averett,  1979).  It  is  the  responsibility  of 
the  hydrologist  to  interpret  the  results  of  the  statistical  analysis  and 
provide  the  line  officer  with  information  which  can  be  used  in  the  decision 
making  process. 

6.0  Where,  What  and  When 

At  this  stage  of  your  study  design,  you  are  ready  to  select  your 
sampling  stations  (where) , choose  the  water  quality  constituents  to  be 
sampled  at  each  station  (what),  and  determine  the  sampling  frequency  of 
each  constituent  at  each  sampling  station  (when) . This  phase  of  the  study 
design  requires  a sound  understanding  of  the  hydrologic  system  and  how  the 
water  quality  relates  to  the  beneficial  uses  of  the  water  resource.  If  the 
study  objectives  have  been  clearly  stated  and  you  have  spent  time  thinking 
about  the  interaction  between  land  use,  hydrology,  and  water  quality  in 
your  system,  the  determination  of  where,  what,  and  when  should  be  fairly 
straightforward. 

Throughout  this  section  you  should  keep  two  points  in  mind.  First, 
where,  what,  and  when  you  sample  should  be  directly  related  to  the  needs 
and  objectives  of  the  study.  Remember,  the  line  officer  holds  you 
responsible  for  the  water  quality  data  collected  and  it  is  your  job  to  see 
to  it  that  unnecessary  data  are  not  obtained.  Second,  station  location, 
parameter  selection,  and  sampling  frequency  are  all  very  important.  You 
cannot  short  cut  one  without  affecting  the  others  (Averett,  1976). 


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6.1  Guidelines  for  Locating  Sampling  Stations 


There  are  two  factors  which  strongly  influence  the  location  of 
sampling  stations:  (1)  the  type  of  monitoring  and  (2)  the  type  of  water 

body.  Guidelines  for  locating  sampling  stations  are  discussed  for  each  of 
these  factors  separately. 

6.1.1  Station  Location  as  Influenced  by  the  Type  of  Monitoring 

As  you  recall,  water  quality  monitoring  on  National  Forest  System 
lands  can  generally  be  classified  as  (1)  cause-and-effect,  (2)  compliance, 
(3)  baseline,  and  (4)  inventory.  Locating  the  sampling  stations  for 
cause-and-effect  monitoring  is  generally  the  easiest  to  carry  out.  The 
strategy  in  this  case  is  to  isolate  the  treatment  effects  by  (1)  sampling 
above  and  below  the  treatment  and/or  (2)  sampling  before  and  after  the 
treatment.  Consider  the  example  presented  in  Figure  1.  There  we  have  a 
treatment  which  covers  only  a portion  of  a small  stream.  Stations  A and  B 
have  been  placed  immediately  above  and  below  the  treatment,  respectively, 
to  isolate  it.  Station  A represents  the  control.  Station  B,  in  theory,  is 
assumed  to  be  similar  to  Station  A in  all  respects  except  that  it  includes 
the  effect  of  the  treatment.  Whenever  the  "above  and  below"  approach  is 
used,  you  must  be  certain  the  above  station  is  a satisfactory  control. 

The  type  of  sampling  design  shown  in  Figure  1 readily  lends  itself  to 
two  types  of  statistical  testing:  (1)  comparison  of  the  means  of  Stations 

A and  B and  (2)  comparison  of  the  regression  of  Stations  A and  B.  If  the 
variance  of  the  water  quality  parameter  of  interest  is  not  strongly 
influenced  by  fluctuations  in  the  stream  flow,  a simple  comparison  of  the 
means  can  be  made  to  test  for  treatment  effect.  The  hypotheses  to  be 
tested  are  as  follows: 


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Figure  1.  Example  of  station  location  for  cause  and  effect 
monitoring  study  where  the  treatment  can  be  readily  isolated. 

H0:  = yB 

Ha:  PA  i yB 

where  y/\  and  yg  denote  the  mean  at  Stations  A and  B,  respectively.  The 
statistical  method  generally  employed  to  make  this  comparison  is  the  paired 
t-test.  However,  if  the  variance  is  strongly  influenced  by  discharge,  it 
is  very  likely  that  the  treatment  effects  will  be  masked.  If  you  develop  a 
regression  of  the  water  quality  constituent  versus  discharge  (commonly 
referred  to  as  a rating  curve)  you  can  remove  or  explain  much  of  the 
variance  due  to  flow  and  make  a stronger  test  of  the  treatment  effect. 

A suspended  solids  rating  curve  is  illustrated  in  Figure  2.  Note,  a 
log  X transformation  has  been  applied  to  the  data  to  obtain  a linear 


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log  Qw 


Figure  2.  Hypothetical  rating  curves  of  suspended  solids 
(log  Qss ) versus  flow  (log  Qw)  for  Stations  A and  B. 


regression.  This  is  usually  required  since  most  water  quality  constituents 
are  best  related  to  flow  by  a power  function,  which  can  be  linearized  with 
a log  X transformation.  To  test  for  the  treatment  effect,  we  would  compare 
the  slopes  of  the  regression  lines  and  their  intercepts.  The  hypotheses  to 
be  tested  are  as  follows: 

H0:  slope  A = slope  B H0:  intercept  A = intercept  B 

Ha:  slope  A t slope  B Ha:  intercept  A / intercept  B 


Covariance  analysis  would  be  the  statistical  method  employed  to  make  these 
comparisons. 

If  the  above  and  below  stations  were  established  prior  to  the 
treatment  and  a paired  sample  data  base  developed  both  before  and  after  the 
treatment,  the  opportunity  exists  to  develop  a paired-station  plot.  Such  a 
plot  for  suspended  solids  concentrations  at  Stations  A and  B,  both  before 
and  after  treatment,  is  illustrated  in  Figure  3.  In  general,  these 
regressions  have  strong  correlation  coefficients  because  many  of  the 


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After  treatment 
Before  treatment 


< 


SS  (mg/I)  at  Station  B 


Figure  3.  A paired-station  plot  for  suspended  solids  concentration. 

background  variables  that  contribute  to  variance  in  the  data,  such  as 
climatic  and  hydrologic  variables,  have  been  normalized  at  both  stations. 
Consequently,  this  method  enables  us  to  make  a better  assessment  of  the 
treatment  effects  than  any  of  the  methods  previously  described.  The  actual 
statistical  comparison  is  the  same  as  that  explained  for  the  regression 
curves. 

In  some  cases,  we  cannot  isolate  a treatment  by  placing  stations  above 
and  below.  Such  an  instance  is  illustrated  in  Figure  4.  Here  the 
treatment,  which  could  be  a vegetative  conversion  on  a grazing  allotment, 
covers  an  entire  tributary  system.  There  are  two  approaches  to  locating 
sampling  stations  in  this  case.  The  first  is  to  simply  position  a station 
immediately  below  the  treatment  (such  as  Station  A,  Figure  4),  and  another 
one  (such  as  Station  B,  Figure  4)  on  a watershed  which  is  similar  to  the 
treated  watershed  in  all  respects  (that  is  climate,  geology,  soils, 
vegetation,  land  use,  etc.)  except  it  is  not  influenced  by  the  treatment. 


17 


V 

Figure  4.  Sample  station  location  for  the  paired  watershed  approach. 


With  either  approach,  a valid  assessment  of  the  treatment  effect  would 
require  sampling  both  before  and  after  the  treatment.  If  only  one  station 
is  established,  the  statistical  comparison  will  be  made  using  the  before 
and  after  means  or  regression  lines.  If  two  stations  are  established,  the 
comparisons  can  be  made  using  the  before  and  after  means  or  paired-station 
regressions.  The  paired  station  approach  is  recommended  over  the  single 
station  approach  because  it  allows  you  to  account  for  year-to-year 
variation  in  climate  and  hydrology. 

Compliance  monitoring  is  generally  performed  to  protect  public  health 
and  to  assure  that  waters  draining  from  National  Forest  System  lands  meet 
State  water  quality  standards.  In  general,  station  location  involves  the 
positioning  of  a single  sampling  station  or  a pair  of  stations.  Consider 
the  situation  where  the  drinking  water  in  a campground  needs  to  be  tested. 


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In  general,  there  is  a single  water  source,  such  as  a well  or  stream,  from 
which  the  water  is  collected  and  distributed  through  lines  to  various 
locations  within  the  campground.  In  this  type  of  a situation,  care  should 
be  taken  not  to  select  a single  water  tap  and  designate  it  as  the  sampling 
station,  but  instead  each  time  a sample  is  required,  select  any  one  of  the 
water  taps  at  random  (not  haphazardly)  and  then  collect  the  sample. 

In  the  case  of  a swimming  beach,  such  as  that  illustrated  in  Figure  5, 
you  might  have  to  establish  several  sampling  stations.  Because  of  the 
shape  of  the  lake,  one  sampling  station  may  not  be  enough  to  provide  a 
representative  sample.  Consequently,  the  area  of  concern  may  have  to  be 
divided  into  homogeneous  strata,  each  of  which  is  sampled  separately.  This 
type  of  sampling  design  enables  you  to  make  a direct  comparison  with  the 
standard  or  compare  the  sample  mean  with  the  standard. 

Sometimes  compliance  monitoring  requires  the  surveillance  of  point 
sources.  Consider,  for  example,  a sewage  lagoon  which  treats  the  waste 
from  a campground  and  whose  effluent  drains  into  a perennial  stream  (Figure 
6).  There  are  two  approaches  to  locating  sampling  stations  in  this 
situation.  If  the  State  standards  require  the  effluent  to  be  of  a fixed 
quality  or  better,  the  station  should  be  positioned  to  sample  the  effluent 
directly,  such  as  in  Case  I,  Figure  6.  If  the  State  standards  require  that 
the  effluent  not  increase  the  stream's  composite  load  by  a certain 
difference,  such  as  temperature  by  2°C,  stations  would  have  to  be 
positioned  above  and  below  the  outfall  (Case  II,  Figure  6). 

Baseline  monitoring  is  designed  to  provide  information  on  water 
quality  trends.  In  general,  stations  are  positioned  strategically 
throughout  a Forest  or  District  (such  as  at  the  mouths  of  major  streams  or 
confluences  of  major  tributaries)  to  obtain  trend  information  for  a wide 


19 


Figure  5.  A plane  view  of  a sampling  station 
location  at  a swimming  beach  along  a lake. 


Figure  6.  Sampling  station  location  for  two  cases,  I and  II, 
in  which  a point  source  effluent  is  draining  into  a stream. 


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range  of  conditions,  such  as  climate,  topography,  geology,  soils, 
vegetation  and  land  use. 

Inventory  monitoring  is  designed  to  characterize  the  water  quality  of 
a Forest  on  a broad  scale.  Sampling  stations  are  usually  located  on  major 
streams  at  or  near  the  Forest  boundary  or  at  other  strategic  locations 
within  the  Forest.  These  stations  are  often  positioned  so  that  they 
integrate  several  different  land  uses.  As  a result,  the  quality  of  water 
at  these  stations  often  times  represents  the  cumulative  impacts  resulting 
from  multi-resource  management  activities  on  the  Forest. 

6.1.2  Station  Location  as  Influenced  by  the  Water  Type 

In  general,  there  are  three  types  of  water  bodies  of  concern  to  the 
forest  hydrologist:  (1)  streams,  (2)  lakes  and  reservoirs,  and  (3) 

groundwater.  The  establishment  of  sampling  stations  along  or  in  any  of 
these  water  bodies  is  directly  related  to  the  character! sties  that  control 
the  movement  of  water  and  distribution  of  water  quality  parameters  in  that 
water  body. 

There  are  several  factors  that  you  should  consider  when  you  are 
locating  sampling  stations  in  streams:  (1)  tributaries,  (2)  mixing 

characteristics,  (3)  suitability  for  discharge  measurements,  (4) 
accessibility,  and  (5)  suitability  for  biological  monitoring.  Tributaries 
should  always  be  considered  in  locating  sampling  stations  because  of  the 
effect  they  can  have  on  the  receiving  water.  The  question,  however,  is 
whether  or  not  a specific  tributary  should  be  included  in  the  monitoring 
program.  In  general,  tributaries  involved  in  cause-and-effect  and 
compliance  monitoring  studies  should  be  monitored.  If  they  are  not 
included,  it  is  very  difficult  to  isolate  constituents  of  concern  and 


21 


minimize  variability.  An  example  of  station  location  for  a 
cause-and-effect  study  in  which  a tributary  is  involved  is  presented  in 
Figure  7.  By  placing  sampling  stations  above  and  below  the  clearcuts 
(treatment  of  concern)  on  both  the  mainstem  and  tributary  allows  us  to 
assess  the  effect  of  logging  on  stream  quality  and  to  exclude  the  effects 
of  the  pasture  and  the  mountain  home  development. 

The  problem  lies  with  baseline,  inventory,  and  mixed  monitoring 
studies  where  large  areas  are  involved.  It  is  not  practical  to  include 
every  tributary  in  our  monitoring  network,  yet,  how  do  we  decide  which  ones 
to  include?  Ideally,  the  best  way  to  make  this  assessment  is  to  carry  out 
a preliminary  reconnaissance  and  sample  all  the  tributaries  at  least  once. 

However,  most  of  the  time  this  is  not  possible  because  of  constraints 
in  manpower,  time,  and  money.  The  hydrologist,  therefore,  must  consider 
each  tributary  separately  and  develop  a list  of  potential  tributaries  to 
sample.  Averett  (1976)  suggests  you  consider  the  following  guidelines  when 
performing  this  task. 

1.  Be  thoroughly  familiar  with  the  physical  characteristics  of  the 
system  you  are  studying.  Consider  such  things  as  drainage  area, 
geology,  soils,  vegetative  type  and  land  use.  A large  variation 
of  any  of  these  factors  in  a tributary  from  the  conditions  of  the 
mainstem  calls  for  the  tributary  to  be  included  in  the  sampling 
network. 

2.  Consider  the  dissolved  solids  concentration  or  the  electrical 
conductivity  of  the  tributary.  If  during  low  flow  periods 
electrical  conductivity  or  dissolved  solids  are  higher  or  lower 
when  compared  to  the  mainstem  flow,  then  you  have  strong  reason 
to  consider  monitoring  the  tributary. 

3.  Look  for  sediment  plumes  and  sand  and  gravel  bars  near  the  mouth 
of  tributaries.  The  presence  of  these  features  is  an  indicator 
of  erosion  upstream  and  is  reason  to  consider  monitoring  the 
tributary. 

4.  If  a tributary  provides  a proportionately  large  volume  of  flow  to 
the  mainstem,  you  should  consider  establishing  a monitoring 
station  at  its  mouth.  An  upstream  tributary  may  be  small 
compared  to  the  downstream  mainstem.  However,  in  its  upstream 


22 


Figure  7.  Example  of  sampling  station  location  for  a cause-and-effect 
monitoring  study  in  which  a tributary  is  involved.  Stations  A and  C lie  on 
the  mainstem  while  Station  B is  on  the  tributary. 

location,  the  tributary  may  contribute  substantially  to  the 
mainstem  both  in  quantity  and  quality.  In  other  words,  you 
should  not  select  tributaries  for  sampling  based  upon  volume  of 
flow  alone,  but  rather  based  on  their  volume  relative  to  the 
mainstem  at  the  confluence. 

5.  If  a tributary  is  of  sufficient  volume  and  different  water 

quality  to  influence  the  mainstem,  it  may  be  useful  to  establish 
some  stations  on  the  tributary  other  than  at  its  mouth. 

How  well -mixed  a water  quality  constituent  is  in  a stream  is  dependent 
upon  the  physical  and  chemical  nature  of  the  constituent  as  well  as  the 
physical  characteristics  of  the  stream.  The  physical  characteristics  of 
the  stream  which  affect  mixing  include  temperature,  depth,  velocity, 
turbulence,  slope,  changes  in  direction,  and  roughness  of  the  bottom. 

In  general,  if  the  sampling  point  of  interest  is  some  distance 
downstream  from  a tributary  or  other  point  source,  such  as  a sewage  outfall 
or  irrigation  return  flow,  the  water  quality  is  usually  fairly  well  mixed 
across  the  cross  section.  Most  sampling  problems  involve  mixing  below 
tributaries  and  other  point  sources.  Vertical  mixing  (from  surface  to 
bottom)  is  usually  quite  rapid  due  to  the  turbulence  of  mountain  streams. 
Lateral  mixing  (from  one  side  to  the  other),  on  the  other  hand,  may  not  be 


23 


complete  until  the  stream  has  passed  through  several  sharp  bends.  Consider 
the  example  presented  in  Figure  8.  The  water  from  the  tributary  "hugs"  the 
bank  until  the  first  bend  has  been  entered.  In  this  bend,  the  tendency  of 
the  water  is  to  continue  in  a straight  line  and,  as  a result,  mixing 
begins.  By  the  time  the  water  enters  the  third  bend,  the  lateral  mixing  is 
nearly  complete.  Consequently,  when  you  are  positioning  stations  below  a 
tributary  or  other  point  source,  make  sure  that  you  thoroughly  consider  the 
mixing  effects.  If  you  do  not,  your  sample  may  not  be  representati ve  of 
the  system. 


When  establishing  sampling  stations  in  the  field,  it  is  important  that 
you  consider  the  suitability  of  each  station  for  discharge  measurements. 
Many  water  quality  studies  on  streams  have  been  of  little  use  because 
discharge  measurements  were  not  made  and  most  water  quality  constituents 
are  flow  dependent.  Without  discharge  measurements,  you  cannot  perform  a 
mass  balance  or  determine  mass  yield,  both  of  which  are  important  water 
quality  data  analysis  techniques. 

Another  concern  when  locating  stations  is  accessibility.  If  a 
sampling  station  is  located  a substantial  distance  from  a road,  make  sure 
time  and  manpower  costs  of  sampling  are  considered.  In  many  cases,  bridge 


24 


locations  are  selected  for  sampling  stations.  They  provide  ready  access  to 
the  entire  cross  section,  even  during  high  flows.  Bridges  are,  however, 
not  without  their  disadvantages.  Their  purpose  is  to  move  traffic  and,  as 
such,  may  not  be  positioned  properly  for  water  quality  monitoring  purposes. 
Bridges  may  influence  the  water  flow  and  quality  at  a site. 

If  biological  sampling  is  to  be  involved  in  the  study,  you  should 
consider  the  physical  substrate  (boulders,  rubble,  sand,  and  mud),  velocity 
of  flow,  exposure  to  the  sun  and  the  width  and  depth  of  the  stream.  In 
general,  aquatic  biological  sampling  in  streams  involves  systematic 
resampling  of  (1)  a transverse  or  longitudinal  transect  or  (2)  a grid  or 
quadrant  system.  Transect  sampling  consists  of  collecting  samples  either 
along  a section  of  stream  length  of  in  a line  across  the  stream  (Figure  9). 
Samples  may  be  collected  at  uniform  intervals  along  the  transect  line  or  at 
random.  If  the  transect  line  is  along  the  stream  length  and  includes  pools 
and  riffles,  each  habitat  is  usually  considered  separately  and  sampled 
equally.  A sampling  grid  or  quadrant  consists  of  an  imaginary  or  physical 
rectangular  arrangement  of  lines,  covering  all  or  part  of  a given  habitat 
(Figure  9).  A grid  or  quadrant  sampling  scheme  should,  as  with  the 
transect  scheme,  give  equal  consideration  to  the  various  habitat  types. 

When  locating  sampling  stations  in  a lake  or  reservoir,  you  need  to 
consider  the  (1)  thermal  stratification,  (2)  circulation  of  the  water,  and 
(3)  morphology  of  the  basin.  Each  of  these  factors  strongly  influences  the 
spatial  distribution  of  the  water  quality  parameters  throughout  the  lake  or 
reservoir. 

In  temperate  regions,  lakes  and  reservoirs  deep  enough  to  stratify 
will  typically  develop  a temperature  profile  similar  to  that  in  Figure  10. 
This  profile  consists  of  three  zones,  the  epilimnion,  the  metalimnion,  and 


25 


Depth 


Figure  9.  Examples  of  transect  and  grid  sampling  schemes. 

A illustrates  longitudinal  and  transverse  transects  while 
B illustrates  a grid  of  nine  sampling  sites  (after  Averett,  1977). 


Temperature 


Figure  10.  The  three  zones  of  a temperature 
profile  in  a stratified  lake. 


26 


the  hypolimnion , each  defined  by  the  rate  of  change  in  temperature  with 
depth.  In  general,  the  epilimnion  is  a fairly  wide  zone  consisting  of  warm 
water  which  has  a moderate  temperature  gradient.  The  metal imnion  is 
commonly  a narrow  zone  characterized  by  a very  rapid  temperature  change  in 
depth.  The  hypolimnion  spans  from  the  base  of  the  metal imnion  to  the 
bottom  of  the  lake  or  reservoir  and  has  a slight  to  moderate  temperature 
gradient.  Density  differences  of  the  water,  which  are  related  to  the 
temperature,  effectively  isolate  the  hypolimnion  from  the  zones  above 
except  for  particle  exchange  due  to  gravity  or  movement  of  fish.  If 
bacterial  respiration  is  excessive  in  the  hypolimnion,  which  is  usually  the 
case  when  the  water  body  is  in  a eutrophic  or  enriched  state,  the  dissolved 
oxygen  can  be  depleted  and  anaerobic  conditions  may  develop.  If  this 
condition  occurs  the  dissolution  of  phosphorus,  iron,  manganese  and  other 
trace  metals  from  the  sediments  can  be  expected. 

The  epilimnion  and  metal imnion  are  warmer  than  the  hypolimnion  and  are 
the  zones  of  phytoplankton  production.  As  a result,  the  water  quality  in 
these  zones  may  be  substantially  different  than  that  of  the  hypolimnion. 

The  point  to  remember  here  is  that  the  thermal  zones  in  a lake  or 
reservoir  can  have  water  quality  quite  different  from  one  another.  When  a 
surface  site  is  selected  you  must  consider  the  thermal  zones  below  it  and 
make  certain  that  the  samples  you  obtain  are  representative  of  the  system 
you  think  you  are  sampling.  In  many  studies,  you  will  find  it  necessary  to 
establish  several  sampling  stations  along  a depth  profile  (Figure  11). 
Temperature,  dissolved  oxygen,  specific  conductance,  and  pH  are  very  useful 
measurements  to  make  when  deciding  where  to  locate  sampling  stations  along 
a depth  profile. 


27 


V 


Epilimnion 


Metalimnion 


Hypolimnion 


• = Sampling  station 


Figure  11.  Illustration  of  sample  locations  along  the 
depth  profile  in  a stratified  lake. 


Circulation  of  the  water  is  another  factor  that  you  need  to  consider 
when  locating  stations  in  lakes  and  reservoirs.  During  the  spring  and 
fall,  the  water  mass  overturns,  due  to  a density  change  derived  from  the 
seasonal  cooling  or  warming,  and  the  water  obtains  a uniform  temperature 
throughout  the  entire  depth  profile  (Figure  12).  At  this  time,  the  water 
quality  is  generally  uniform  throughout  the  depth  of  the  lake  and  a single 
sample  collected  at  0.5  to  1.0  meters  depth  may  be  representative  of  the 
water  column. 

Wind  will  generally  cause  the  water  in  the  epilimnion  to  circulate  and 
facilitates  the  mixing  of  water  quality  constituents  throughout  this  zone 
(Figure  13).  In  the  case  of  a circular  lake  where  wind  mixing  has 
occurred,  a sample  collected  at  the  lake's  outlet  would  probably  be  as 
representative  of  the  water  quality  of  the  epilimnion  as  a sample  collected 
at  the  center  of  this  zone. 


28 


Temperature 


Q. 

CD 

Q 


' r 


Figure  12.  Temperature  profile  in  a lake  or  reservoir  during  the 
period  of  overturn,  either  in  the  spring  or  fall. 


Figure  13.  An  illustration  of  the  effect  of  wind  on  the 
mixing  of  water  in  the  epilimnion. 

If  the  morphology  of  a lake  or  reservoir  is  irregular,  the  mixing 
patterns  of  the  epilimnion  by  the  wind  may  vary  substantially.  As  a 
result,  several  sampling  stations  may  be  required  to  characterize  the  water 
quality  of  the  lake.  For  example,  consider  the  lake  illustrated  in  Figure 
14.  Here  we  have  several  land  uses  located  around  a lake  which  is 
irregularly  shaped.  The  area  around  the  recreational  home  development  is 
shaped  like  an  hour  glass  and  should  probably  have  each  "bulb"  sampled 


29 


Prevailing  winds 


Figure  14.  A hypothetical  example  of  where  to  locate  sampling  stations 
to  monitor  surface  water  quality  on  a multiple  use  lake. 


30 


separately.  The  island  isolates  a cove  which  would  require  that  it  be 
sampled  separately.  The  other  coves  and  the  center  of  the  lake  may  or  may 
not  have  to  be  sampled,  depending  on  the  mixing  caused  by  the  wind.  The 
swimming  beach  area,  which  is  divided  by  a peninsula,  would  require  at 
least  two  sampling  stations.  However,  the  actual  number  of  sampling 
locations  and  intensity  of  sampling  would  depend  upon  the  original 
objectives  of  the  monitoring  plan. 

When  locating  sampling  stations  in  lakes  and  reservoirs,  be  careful 
not  to  overlook  the  areas  of  sediment  deposition  (Averett,  1976).  These 
are  often  areas  of  potential  enrichment  and  may  have  a substantial 
influence  on  the  water  quality  of  the  lake  or  reservoir  in  the  future  as 
well  as  give  insight  to  past  conditions  of  the  water  body.  You  may  need  to 
obtain  some  grab  samples  or  dredge  hauls  of  the  bottom  sediment  in  your 
sampling  program  to  delineate  these  areas.  You  also  may  wish  to  further 
delineate  your  stations  with  a bathymetric  map  of  the  lake  or  reservoir  if 
one  is  not  available. 

Most  groundwater  quality  problems  confronting  the  forest  hydrologist 
involve  the  contamination  of  unconfined  or  water  table  aquifers  from  point 
sources,  such  as  solid  waste  disposals  or  leach  fields  below  sewage 
treatment  facilities.  When  locating  your  sampling  stations  for  this  type 
of  problem,  you  need  to  consider  the  soils  and  geology  of  the  area,  flow 
direction  of  the  ground  water  and  accessibility.  Consider  the  example 
illustrated  in  Figure  15  where  we  have  a solid  waste  disposal  site. 
Precipitation  leaches  through  the  disposal,  picks  up  metals  and  other 
contaminants  and  transports  them  to  the  water  table.  The  soil  and  geology 
of  the  area  influence  the  rate  at  which  leachate  moves  toward  the  water 
table.  Depending  on  the  nature  of  the  contaminant,  the  soil  and  geology 

31 


CROSS-SECTION  VIEW 


j Precipitation 
* 1 


Water  table 


PLANE  VIEW 


Contamination  boundary 


Figure  15.  Location  of  sampling  stations  around 
a solid  waste  disposal  site. 


32 


may  act  as  a filter  and  reduce  the  concentration  of  the  contaminant 
reaching  the  water  table.  If  a clay  lens  is  present,  a perched  water  table 
may  develop.  The  movement  of  the  ground  water  strongly  influences  where 
the  observation  wells  are  placed.  In  many  cases,  wells  are  simply  located 
above  and  below  the  source  to  quantify  the  effect  of  the  treatment.  In 
other  cases,  the  concern  might  lie  with  the  rate  and  extent  of 
contamination  which  would  require  a more  extensive  monitoring  program 
(Figure  15).  Sometimes,  we  are  not  even  sure  which  way  the  ground  water 
flows  and  must  position  our  observation  wells  in  a radial  pattern  around 
the  source  (Figure  16). 


Figure  16.  Radial  design  of  observation  wells  around  a point  source. 


33 


If  the  groundwater  problem  involves  a confined  aquifer,  it  is 
important  that  you  obtain  knowledge  of  the  aquifer  in  question.  At  a 
minimum  this  should  include  the  areal  extent  of  the  aquifer,  its  width  and 
its  transmissibility.  Walton  (1970)  and  Freeze  and  Cherry  (1979)  present 
several  excellent  illustrative  examples  of  groundwater  monitoring. 

In  general,  access  is  limited  to  existing  wells  and  as  a result,  we 
can  only  obtain  sketchy  information  about  the  system.  The  cost  of  drilling 
new  wells  is  usually  prohibitive.  However,  if  the  opportunity  arises  to 
establish  a well  for  monitoring  purposes,  you  should  consult  a geologist 
about  placement. 

6.2  Selecting  Water  Quality  Constituents 

Every  water  quality  constituent  you  monitor  represents  an  investment 
in  time,  energy  and  money.  When  designing  your  water  quality  program  be 
sure  that  each  constituent  carries  its  own  weight  and  will  contribute  data 
that  help  solve  the  problem  or  question  at  hand. 

Table  2,  which  is  an  Activity  and  Concerns  - Water  Quality  Matrix,  has 
been  developed  to  provide  you  with  some  guide! i nes  for  water  quality 
constituent  selection.  The  left  margin  of  the  table  consists  of  pertinent 
hydrologic  and  water  quality  constituents.  The  hydrologic  constituents 
have  been  included  because  measurement  of  water  flow  and/or  volume  is 
essential  for  most  water  quality  studies  and  it  is  important  that  they  are 
not  overlooked.  At  the  top  of  the  table  is  a series  of  activities  and 
concerns.  This  series  of  activities  and  concerns  is  not  all  encompassing, 
but  does  include  the  major  ones  of  interest  to  the  forest  hydrologist. 

Each  activity  and  concern,  in  turn,  has  been  subdivided  by  water  type: 
stream  (S),  lake  or  reservoir  (L),  and  ground  water  (G).  For  each 


34 


ACTIVITIES  AND  CONCERNS 


a-  F-  c/i 

'S  f5 1 


• * 

CD  U 

g Vi 


*1-0  I 


35 


combination  of  activity  or  concern,  water  quality  type,  and  constituent, 
there  is  one  of  four  priority  codes:  1,  2,  3 or  blank.  A primary  code,  1, 

suggests  that  it  is  very  important  that  the  constituent  be  monitored. 
Sampling  these  constituents  will  provide  information  which  is  necessary  to 
meet  study  objectives.  A secondary  code,  2,  suggests  that  it  is  important 
that  a constituent  be  monitored,  however,  if  funds  are  restricted,  these 
constituents  should  be  considered  a lower  priority  than  those  coded  by  a 1. 
These  constituents  usually  supply  supporting  information  which  address  the 
study  objectives.  A tertiary  code,  3,  means  that  this  constituent  probably 
will  contribute  little  direct  information  to  the  study  objectives,  but  may 
be  useful  for  other  purposes.  A blank  suggests  there  is  no  need  to  monitor 
the  constituent. 

Please  keep  in  mind  that  these  priority  codes  are  presented  only  as 
guide! ines.  The  specific  needs  and  objectives  of  your  study  objectives  of 
your  study  may  require  more  emphasis  be  placed  on  certain  constituents  and 
less  on  others. 

For  individuals  interested  in  a review  of  the  various  water  quality 
constituents,  their  significance  to  beneficial  uses  and  land  use-water 
quality  interactions,  the  following  literature  is  suggested:  Brown  (1972), 

U.S.  EPA  (1977,  1976a,  1976b,  1973  and  1971),  U.S.  Forest  Service  (in 
press),  Greeson,  et  al  (1977),  Guy  (1970),  Hem  (1970),  Krygier  and  Hall 
(1971),  McKee  and  Wolf  (1963),  McNeely,  Neimans  and  Dwyer  (1979),  and 
Thatcher,  Janzer  and  Edwards  (1977). 

6.3  Guidelines  for  Determining  Sampling  Frequency 

The  frequency  of  sample  collection  should  be  designed  to  provide  the 
data  necessary  to  (1)  calculate  an  estimate  of  a specific  population 


36 


parameter,  such  as  the  mean,  and/or  (2)  develop  a regression  relationship. 
In  either  case,  we  want  our  parameter  and  regression  estimators  to  fall 
within  some  pre-established  bound  of  reliability.  As  a result,  sampling 
frequency  should  be  directly  related  to  the  variance  of  the  water  quality 
constituent  of  concern.  In  other  words,  the  more  variable  a constituent  is 
in  time  and  space,  the  more  frequently  it  must  be  sampled  to  achieve  a 
given  level  of  reliability. 

In  this  subsection,  guidelines  for  determining  sampling  frequency  for 
several  different  sampling  methods  are  presented.  It  should  be  noted  that 
emphasis  has  been  placed  on  application  of  the  methods  opposed  to  the 
intricacies  of  the  underlying  statistical  theory.  For  a more  detailed 
discussion  of  each  method,  including  the  underlying  theory,  two  references 
are  suggested:  Mendenhall,  Ott,  and  Schaeffer  (1971)  and  Cochran  (1963). 

Much  of  what  follows  in  this  subsection  has  been  taken  from  Freese  (1962), 
with  minor  modifications. 

6.3.1  Systematic  Sampling 

Systematic  sampling  is  easily  carried  out  and  under  some  circumstances 
is  a useful  method.  It  consists  of  randomly  selecting  the  first  time  of 
sampling  and  then  selecting  the  remaining  samples  at  some  pre-determined 
interval,  such  as  weekly,  biweekly  or  monthly.  While  this  simple  method 
can  be  easily  used  in  most  water  quality  studies,  it  has  serious 
limitations  in  that  the  data  may  be  biased.  If  the  data  are  biased,  the 
statistical  analysis  may  lead  to  erroneous  inferences  about  the  water  body 
being  examined. 


37 


6.3.2  Simple  Random  Sampling 


The  fundamental  principle  in  simple  random  sampling  is  that,  in 
choosing  a sample  of  "n"  observations,  every  possible  combination  of  "n" 
observations  should  have  an  equal  chance  of  being  selected.  For  example, 
if  you  plan  on  collecting  25  daily  samples  over  a period  of  one  year,  you 
must  choose  the  25  days  of  sample  collection  in  a random  manner. 

The  question  of  interest  here  is.  How  do  we  determine  "n"?  More  often 
than  not,  "n"  has  been  arbitrarily  selected  by  a sampler  basing  the 
decision  of  what  "looks  right."  Fortunately,  a simple,  objective  procedure 
exists  for  determining  "n"  when  using  the  simple  random  sampling  method. 

The  procedure  is  based  on  the  level  of  risk  the  sampler  is  willing  to  take 
when  estimating  the  mean.  The  level  of  risk,  in  turn,  is  directly  related 
to  the  beneficial  use  of  water.  Obviously,  if  you  are  dealing  with  a 
drinking  water  supply  you  would  be  more  concerned  with  the  accuracy  of 
your  estimate  than  if  you  were  dealing  with  a stock  watering  tank. 

In  planning  a water  quality  survey,  we  might  state  that  unless  the 
l-in-20  chance  (a=  0.05)  occurs,  we  would  like  our  sample  estimate  of  the 
mean  to  be  within  some  specified  error  range  of  the  population  mean  such  as 
mg/1.  Since  the  small  sample  confidence  limits  are  computed  as 

X = ± t„Sx  (1) 

where  X is  the  mean,  t denotes  the  Student's  t value  for  a specified  a and 
sj(  is  the  standard  error  of  the  mean,  this  is  equivalent  to  stating  that 
we  want  E = t„  s*  (2) 

For  a simple  random  sample  the  standard  error  of  the  mean  can  be  determined 

^ = Vn  (’  -S)  (3) 

where  s^  is  the  sample  variance,  "n"  the  number  of  units  sampled  and  N is 
the  total  number  of  units  in  the  population.  Substituting  equation  (3) 


38 


into  equation  (2)  and  solving  for  "n"  yields  equation  (4). 


n 


+ 


N 


(4) 


To  determine  "n",  we  must  have  some  estimate  of  the  population  variance, 


the  absence  of  this  information,  a small  preliminary  survey  might  be  made 
in  order  to  obtain  an  estimate  of  the  variance.  When,  as  often  happens, 
neither  of  these  solutions  is  feasible,  a very  crude  estimate  can  be  made 
using  equation  (5)  where  R is  the  estimated  range  from  the  smallest  to  the 


largest  concentration  (mass)  likely  to  be  encountered  in  sampling.  This 
approximation  procedure  should  be  used  only  when  no  other  estimate  of  the 
variance  is  available  and  the  observations  are  approximately  normally 
di stributed. 

Having  specified  a value  of  E and  obtained  an  estimate  of  the 
variance,  the  last  piece  of  information  required  is  the  value  of  t.  Here 
we  hit  a circular  problem.  To  use  t we  must  know  the  number  of  degrees  of 
freedom.  However,  the  number  of  degrees  of  freedom  is  "n-1"  and  "n"  is  not 
known  and  cannot  be  determined  without  knowing  t. 

An  iterative  approach  can  be  used  to  solve  this  problem.  The 
procedure  is  to  guess  at  a value  of  "n,"  use  the  guessed  value  to  get  the 
degrees  of  freedom  for  t and  then  substitute  the  appropriate  t value  into 
the  sample-size  formula  (equation  4)  and  solve  for  a first  approximation  of 
n.  Selecting  a new  "n"  somewhere  between  the  guessed  value  and  the  first 
approximation,  but  closer  to  the  latter,  we  compute  a second  approximation. 
The  procedure  is  repeated  until  successive  values  of  "n"  are  nearly  the 
same;  usually  three  trials  will  suffice. 


s** . Sometimes  the  information  is  available  from  previous  surveys.  In 


(5) 


39 


If  the  sampling  fraction  is  likely  to  be  small  (f[  < 0.05) 

n . , 

the  term  1-|[  of  the  standard  error  formula  (3)  can  be  ignored  and 

the  sample  size  formula  (4)  simplifies  to 


Examples  2a  and  2b  illustrate  the  estimation  of  sample  size  for  the 
simple  random  sampling  method. 


40 


Example  2a 

Estimating  Sample  Size  for  the  Simple  Random  Sampling  Method 


Problem: 


Blue  Spruce  Reservoir,  which  is  underlain  by  gypsum  bearing  rock 
formations,  drains  into  Camp  Creek.  There  is  some  concern  by  downstream 
users  that  the  sulfate  concentrations  are  excessively  high.  The  Forest 
Supervisor  would  like  an  estimate,  within  15  mg/1 , of  the  mean  annual  SO4 
concentration  passing  the  stream  gage  immediately  below  the  outlet  spillway 
with  a fairly  high  degree  of  reliability  (a=  0.05).  There  is  little 
fluctuation  in  the  discharge  from  the  dam,  therefore,  simple  random 
sampling  can  be  applied.  Assume  the  SO4  concentration  varies  between  20 
and  100  mg/1  during  the  year.  Estimate  the  necessary  sample  size,  n. 


If  the  sample  size  is  less  than  18,  then  we  may  use  the  simplified 
formula  since  18/365  = 0.049  < 0.05. 


We  know  from  the  problem  that  E = 15  mg/1,  a=  0.05  and  R = 80  mg/1.  The 
variance  can  be  estimated  as  follows. 


To  determine  t we  can  use  as  a first  approximation  n = 18  which  yields  17 
d.f.  and  t. 05(17)  = 2.110  (See  Appendix  Table  A,  Values  of  t).  The  first 
estimate  on  n can  now  be  calculated. 


The  correct  solution  is  somewhere  between  7.91  and  18,  but  much  closer  to 
7.91.  For  our  second  trial  we  select  n = 8.  The  value  of  t now  becomes 
2.365. 


Solution: 


(2.1 10)2  (400) 


n = 7.91 


n 


(2.365)2  400 
(15)2 


n = 9.94 


41 


We  now  know  the  correct  solution  lies  between  8 and  9.94.  Repeated  trials 
will  give  values  between  9.1  and  9.94.  Since  the  sample  size,  n,  must  be 
an  integral  value  and,  because  9 is  too  small,  a sample  of  n = 10 
observations  would  be  required  for  the  desired  precision. 


42 


Example  2b 

Estimating  Sample  Size  for  Simple  Random  Sampling 


Problem: 

A preliminary  sample  (10  observations)  of  electrical  conductivity  in 
the  epilimnion  of  Elk  Lake  yielded  the  following  statistics. 

X = 187  s = 35 

What  sample  size  would  be  required  to  estimate  the  mean  EC  in  the 
epilimnion  of  Elk  Lake  within  plus  or  minus  10  percent,  with  a l-in-20 
chance  of  being  wrong  in  the  conclusion  that  y^u  have  done  so.  Assume 
simple  random  sampling  is  to  be  employed  and  ^-is  less  than  0.05. 

Solution: 

The  confidence  limits  on  the  mean  are  given  by 


X 


± to 


s 

v"n 


Therefore: 


1 87  ± t Q5 


35 

\fn 


The  95  percent  confidence  limits  of  plus  or  minus  10  percent  of  the 
mean  gives 


18.7 


t 05 


35 

\fn 


Solving  for  "n"  yields 


n 


t os2  (35)2 
(18.7)2 


For  our  first  trial  we  select  n = 25  which  gives  us  24  d.f.;  therefore 
*05(24)  = 2.064. 

_ (2.064)*  (35)2 
" (18.7)* 

n = 14.9 


43 


We  know  the  correct  solution  lies  between  14.9  and  25,  but  closer  to  14.9. 
For  our  second  trial  n is  set  at  16. 

_ (2.131)2  (35)2 
(18.7)2 

n = 15.9 


From  repeated  trials  we  find  little  difference  in  the  calculated  n, 
therefore  we  select  16  as  the  sample  size. 


44 


In  some  cases  you  may  want  to  determine  your  sample  size  based  on  a 
pre-established  estimate  of  the  magnitude  of  change  (difference)  in  the 
concentration  or  mass  of  a water  quality  constituent  between  paired 
stations.  As  with  other  procedures  used  to  estimate  sample  size  when 
simple  random  sampling  is  employed,  this  method  is  also  based  on  a good 
estimate  of  the  sample  variance.  The  method  outlined  below  is  discussed  in 
detail  by  Snedecor  and  Cochran  (1967)  and  has  been  summarized  by  Potyondy 
(1977). 

The  procedure  requires  you  to  select  a value,  d,  which  represents  the 
size  of  difference  between  the  paired  stations  that  is  regarded  as 
important.  If  the  difference  is  as  large  as  d,  we  would  like  the 
monitoring  program  to  have  a high  probability  (probabilities  of  0.80  and 
0.90  are  common)  of  showing  a statistically  significant  difference  between 
the  paired  stations.  In  statistical  jargon,  the  calculation  allows  the 
selection  of  the  confidence  level  of  the  test  (1  - a)  as  well  as  the  power 
of  the  test  (1-3)  and  combines  these  two  elements  in  determination  of  the 
sample  size. 

The  following  example  taken  from  Potyondy  (1977)  is  used  to  illustrate 
the  mechanics  of  this  procedure.  Consider  the  following  sample  statistics 
from  a set  of  turbidity  data  collected  on  the  East  Fork  Smiths  Fork 
Barometer  Watershed  in  Utah  and  Wyoming:  X = 4.5  JTU;  s = 2.83.  (It 

should  be  noted  that  an  underlying  assumption  of  this  procedure  is  that  the 
data  are  normally  distributed.)  The  standard  deviation,  s,  can  be 
expressed  as  a percent  of  the  mean,  referred  to  as  the  coefficient  of 
variation,  C V.  Therefore: 

CV  = (s/X)100  = (2.83/4.5)100  = 63%  (7) 


45 


(8) 


The  standard  deviation  of  the  difference,  s^,  is  estimated  as: 

sd  = 2 vCv  = 2 v(63)  = 89% 

Suppose  we  wish  to  detect  a difference  of  5 JTU's  between  the  paired 
stations  of  interest.  Expressed  as  a percent  of  the  mean,  the  difference 
to  be  detected,  d,  is  determined  as  follows: 

d = (5.0/4.5)100  = 111%  (9) 

Assume  that  we  want  to  be  90  percent  certain  of  showing  a statistically 
significant  difference  between  means  in  a two-tailed  t-test  at  the  a = 0.05 
level  of  significance. 

The  following  formulas  apply: 

(10) 

where  M(o.90,0.05)  1S  a multiplier  from  Table  3 which  is  equal  to  10.5. 
Substituting  and  solving  for  n-j  yields: 

ni  = (89^/11 1 2 ) (10.5)  = 6.75 
which  is  rounded  up  to  the  next  highest  integer 

ni  = 7 

Degrees  of  freedom,  v,  are  determined  as  follows: 

v = 2ni  - 2 = (2) (7)  - 2 = 12  (11) 

The  required  sample  size,  n,  can  now  be  determined. 

Sample  size  = n = (v+  3)  n-j/(v+  1)  = (15)(7)/(13)  = 8.08  (12) 

The  sample  size  to  use  is  rounded  to  8. 


ni  = (sd/d2)  M(l-e,a) 


Table  3 

• 

Multi  pi ier 

• (M) 

of  ( sd%d^ ) t0  be 

used 

in  paired  comparitive 

sample 

si; 

ze  calculations 

(after  Potyondy, 

1977) 

• 

Two-l 

tailed  Tests 

One- 

tailed 

Tests 

(i 

- 3) 

a 1 evel 

a level 

0.01 

0.05  0.10 

0.01 

0.05 

0.10 

0 

.80 

11.7 

7.9  6.2 

10.0 

6.2 

4.5 

0 

.90 

14.9 

10.5  8.6 

13.0 

8.6 

6.6 

.95 

17.8 

13.0  10.8 

15.8 

10.8 

8.6 

46 


Although  simple  random  sampling  has  its  place  in  water  quality 
monitoring,  it  is  limited  because  the  watershed  system  under  investigation 
is  too  variable  with  regard  to  its  component  parts.  Fortunately  the 
component  parts  of  most  watershed  systems  vary  within  a definite  and 
repeated  pattern  and  their  variability  can  be  reduced  and  better  understood 
using  stratified  random  sampling  methods  (Averett,  1976). 

6.3.3  Stratified  Random  Sampling 

Stratified  random  sampling  is  a commonly  used  sampling  method  in  water 
quality  studies.  This  method  allows  the  hydrologist  to  take  advantage  of 
prior  knowledge  concerning  the  mechanisms  and  processes  controlling  the 
water  quality  in  a watershed  system.  In  stratified  random  sampling,  the 
units  of  the  population  are  grouped  together  on  the  basis  of  similarity  of 
some  characteristic,  such  as  flow  regime  (that  is  baseflow,  stormflow, 
snowmelt  runoff,  etc.)  or  temperature  in  a lake,  such  as  the  epilimnion  and 
the  hypolimnion.  Each  group  or  stratum  is  then  sampled  and  the  stratum 
estimates  are  combined  to  give  a population  estimate. 

Stratified  random  sampling  offers  two  primary  advantages  over  simple 
random  sampling.  First,  it  provides  separate  estimates  of  the  mean  and 
variance  of  each  stratum.  Second,  for  a given  sampling  intensity,  it 
generally  gives  more  precise  estimates  of  the  population  parameters  than 
would  a simple  random  sample  of  the  same  size.  For  this  latter  advantage, 
however,  it  is  necessary  that  the  strata  be  established  so  that  the 
variability  among  sample  values  within  the  strata  is  less  than  the 
variability  in  the  population  as  a whole. 

Some  drawbacks  of  stratified  random  sampling  are  that:  (1)  each  unit 

in  the  population  must  be  assigned  to  one  and  only  one  stratum;  (2)  the 


47 


size  of  each  stratum  must  be  known;  and  (3)  a simple  random  sample  must  be 
taken  in  each  stratum.  The  most  common  barrier  to  the  use  of  stratified 
random  sampling  is  lack  of  knowledge  of  the  strata  sizes. 

To  illustrate  the  computational  procedures  required  to  determine  the 
mean  and  its  confidence  limits  from  a stratified  random  sample  consider  the 
electrical  conductivity  data  tabulated  in  Table  4.  The  flow  regime  was 
divided  into  three  periods  (strata):  (1)  winter  baseflow  (November  1/ 

April  15);  (2)  snowmelt  runoff  (April  16/July  15);  and  (3)  summer  runoff 
(July  16/October  30).  Grab  samples  were  collected  ten  times  during  winter 
baseflow,  25  times  during  snowmelt  runoff  and  15  times  during  summer 
runoff.  Only  one  sample  was  collected  per  day  and  each  sample  day  was 
selected  at  random. 


Table  4.  Electrical  conductivity  data  (ymhos/cm)  collected  from  a Rocky 
Mountain  stream. 


Stratum 

Observations 

I.  Winter  Baseflow 

110 

100 

112 

119 

Total  = 1087 

105 

113 

X = 108.7 

115 

106 

s = 6.25 

107 

100 

II.  Snowmelt  Runoff 

89 

73 

51 

41 

57 

72 

54 

43 

47 

69 

Total  = 1505 

43 

50 

49 

51 

77 

X = 60.2 

51 

62 

68 

63 

81 

s = 14.6 

68 

74 

39 

48 

85 

III.  Summer  Runoff 

156 

172 

191 

145 

164 

210 

Total  = 2476 

129 

178 

139 

X = 165.1 

187 

154 

145 

s = 21.78 

159 

167 

180 

48 


The  mean  EC  of  the  stratified  sample  is  computed  by  the  general 


equation 


(13) 


Where  Xy$  is  the  mean  of  the  stratified  sample,  L the  number  of  strata, 

Nh  is  the  total  size  (number  of  possible  observations)  of  stratum  h,  and 
N is  the  total  number  of  observations  in  all  strata.  Using  the  data 
presented  in  Table  2,  the  mean  can  be  calculated  as  follows: 

L = 3 

Nj  = 166  Xj=  108.7 

Nn  = 91  Xu  = 60.2 

N i i i = 108  Xjjj  = 165.1 

N = 365 

_ 166(108.7)  + 91(60.2)  + 108(165.1) 

365 

ECts  = 113  Mnnhos/cm 

The  mean  EC  computed  here  is  basically  a time  weighted  average  which  is  the 
average  daily  EC  of  the  water  passing  the  point  of  measurement. 

The  standard  error  of  the  mean  of  a stratified  random  sample  is 
calculated  by  the  general  equation 


where  n^  is  the  number  of  observations  in  stratum  h,  s^  is  the 
variance  of  sample  from  stratum  h and  the  other  terms  are  as  previously 


49 


defined.  If  the  sampling  fraction  within  a particular  stratum  (n^/Nh) 
is  small  (that  is  less  than  0.05),  the  term  (l-n^/N^)  can  be  omitted 
for  that  particular  stratum  when  calculating  the  standard  error  of  the 
mean.  For  the  electrical  conductivity  example  the  standard  error  can  be 
calculated  as  follows: 


SyT  


>4 


/l 

[(166)2  (6.25)2  / 10  \ (91)2  (14.6)2  / 

(108)2  (21.78)2 

(l  - J5 

(365)2 

L 10  \ 166/  25  \ 

91/ 

15 

\ 108/J 

Svx  = 188 


A rough  estimate  of  the  95%  confidence  interval  about  the  mean  can  be 
obtained  using  equation  (15). 

XST  ± 2(SxT).  (15) 

For  our  electrical  conductivity  example,  the  confidence  interval  would 
range  from  109  to  117  ymhos/cm. 

Before  an  estimate  of  the  total  sample  size  can  be  made,  the 
hydrologist  must  select  the  method  of  sample  allocation.  Basically,  there 
are  two  methods  of  sample  allocation:  proportional  and  optimal.  In  the 

proportional  allocation  procedure,  the  proportion  of  the  sample  that  is 
selected  in  the  hth  stratum  is  made  equal  to  the  proportion  of  all  units 
in  the  population  which  fall  in  that  stratum.  If  a stratum  contains  half 
of  the  units  in  the  population,  half  of  the  samples  would  be  collected  in 
that  stratum.  In  equation  form,  if  the  total  number  of  sample  units  is  to 
be  "n,"  then  for  proportional  allocation  the  number  to  be  observed  in 
stratum  "h"  is 

nh  = ^n)"  (16) 


In  optimum  allocation  the  observations  are  allocated  to  the  strata  so 
as  to  give  the  smallest  standard  error  possible  with  a total  of  "n" 


50 


observations.  For  a sample  size  "n,"  the  optimum  allocation  is 


2 N„sh 


n 


(17) 


The  best  way  to  allocate  a sample  among  the  various  strata  depends  on 
the  study  objectives  and  our  information  about  the  population.  The  optimum 
allocation  is  preferable  if  the  objective  is  to  get  the  most  precise 
estimate  of  the  population  mean  for  a given  cost.  If  we  want  separate 
estimates  for  each  stratum  and  the  overall  estimate  is  of  secondary 
importance,  we  may  want  to  sample  heavily  in  the  strata  having  high-value 
information.  Then  we  would  ignore  both  optimum  and  proportional  allocation 
and  place  our  observations  so  as  to  give  the  degree  of  precision  desired 
for  the  particular  strata. 

The  procedure  for  estimating  the  total  size  of  sample  (n)  needed  in 
stratified  random  sample  can  now  be  addressed.  Basically  three  pieces  of 
information  are  required: 

2 

(1)  a reasonably  good  estimate  of  the  variance  (s ^ ) or  standard 
deviation  (s^)  among  individuals  within  each  stratum. 

(2)  the  method  of  sample  allocation. 

(3)  a statement  of  the  desired  size  of  the  standard  error  of  mean, 
symbolized  by  D. 

Some  preliminary  sampling  is  generally  required  to  determine  the 
desired  size  of  the  standard  error  of  the  mean.  The  estimate  of  D in  the 
sample  size  equations  is  generally  taken  to  be  some  portion,  such  as 
two-thirds  or  one-half,  of  the  standard  error  calculated  from  the 
preliminary  sample. 


51 


Given  this  hard-to-obtain  information,  the  stratified  random  sample 


size  can  be  estimated  by  the  following  equations. 


For  proportional  allocation: 


t„2  N £ N„s„2 


(18) 


h = 1 


n 


L 


N2D2  + t„2  ^ N„s„2 


h = 1 


For  optimum  allocation: 


n 


ta2 


(19) 


L 


N2D2  + t„2  £n„s„2 


The  value  "2"  is  commonly  used  as  an  estimate  of  the  Student's  t 
value.  When  sampling  fractions  (n^/N^)  are  likely  to  be  very  small  for 
all  strata,  the  second  term  of  the  denominators  of  the  above  equations 
may  be  omitted  leaving  only  N^D^. 

If  the  optimum  allocation  formula  indicates  a sample  (n^)  greater 
than  the  total  number  of  units  (N^)  in  a particular  stratum,  n^  is 
usually  made  equal  to  N^.  The  previously  estimated  sample  size  (n) 
should  then  be  dropped,  and  the  total  sample  size  and  allocation  for  the 
remaining  strata  recomputed  omitting  the  and  s^  values  for  the 
offending  stratum,  but  leaving  N and  D unchanged. 


Example  3 illustrates  how  to  estimate  the  sample  size  for  a 
stratified  random  sample. 


52 


Example  3 

Estimating  Sample  Size  for  a Stratified  Random  Sample 


Rrobl em: 

The  mean  daily  electrical  conductivity  is  to  be  determined  at  the 
mouth  of  Cabin  Creek  which  is  located  in  the  northern  Colorado  Rockies. 
Estimate  the  sample  size  that  would  be  required  and  distribute  the  samples 
over  a one  year  period. 

Sol ution: 

The  flow  regime  can  be  divided  into  three  periods  (strata):  winter 

baseflow  (November  1/April  15);  snowmelt  runoff  (April  16/July  15);  and 
summer  runoff  (July  1/  October  30).  Data  collected  on  a nearby  stream 
provided  information  about  the  variance. 


Stratum  (h) 

Nh 

sh 

1 (WB) 

166 

8 

2 (SM) 

91 

24 

3 (SRO) 

108 

41 

An  estimate  of  the  standard  error  of  the  mean,  sx,  was  made  from  past 
data. 

sx  = 5.05 

The  desired  D is  set  equal  to  one-half  of  sj(.  Therefore,  D = 2.53.  In 
addition,  the  optimal  allocation  method  is  selected  to  allocate  the 
samples . 

The  sample  size,  n,  can  now  be  determined  using  the  optimal  allocation 
method. 


n 


296 

2.15 


138 


The  determined  n is  the  sample  size  necessary  to  estimate  the  sample  mean 
with  a standard  error  of  2.53.  However,  because  of  budgetary  constraints, 
it  may  not  be  possible  to  sample  the  stream  138  times.  If  that  is  the 
case,  then  we  would  have  to  lower  the  reliability  constraint  on  the 
estimate  of  the  mean.  If  we  set  D = sx  the  required  sample  size  becomes 

n ~ 58. 


53 


In  this  hypothetical  problem  assume  that  n = 58  is  accepted.  The  next 
step  is  to  allocate  the  sample  by  strata.  This  is  achieved  as  follows 
[from  equation  (19)]. 


Strata  1. 
(wi nter) 


Pi  = (166)  (8)  (58)  „1Q 
7940 


Strata  2. 

(snowmelt  runoff)  n.  _ (91)  (24)  (58)  ~ 16 

7940 

Strata  3. 

(summer)  n = (108)  (41)  (58)  s 33 

7940 


At  this  point  you  should  look  at  the  allocation  and  ask  yourself  if  it 
looks  right.  In  this  case,  most  of  the  samples  are  allocated  to  the  summer 
runoff  period.  This  is  the  period  of  greatest  variation  in  the  water 
quality  and,  hence,  the  period  that  should  be  sampled  most  intensely.  On 
the  other  hand,  the  water  quality  is  fairly  stable  during  baseflow  and 
requires  the  least  amount  of  sampling.  Snowmelt  varies  twice  as  much  as 
baseflow  but  occurs  over  a period  equal  to  two-thirds  of  the  period  for 
baseflow.  As  a result,  the  sampling  of  snowmelt  looks  about  right.  It  is 
decided  that  the  allocation  is  acceptable. 


54 


7.0  Guidelines  for  Collecting  and  Handling  of  Water  Quality  Samples 

Obtaining  representative  samples  and  then  maintaining  the  integrity  of 
the  constituents  is  an  integral  part  of  any  wildland  water  quality  program. 
If  the  samples  are  not  collected  and  handled  properly  the  data  will  be  of 
little  value  no  matter  how  well  the  sampling  program  was  designed. 

Although  analytical  techniques  have  been  standardized  to  a very  high 
degree  (American  Public  Health  Association  (APHA)  1976),  at  this  time, 
there  are  no  established  standards  for  USDA-Forest  Service  hydrologists  to 
follow  when  collecting  and  handling  water  quality  samples  even  though  the 
National  Handbook  of  Recommended  Methods  of  Water  Data  Acquisition  (USGS, 
1977)  exists.  As  a result,  collection  methods  may  differ  between 
hydrologists.  When  analyzing  data,  it  is  generally  taken  for  granted  that 
the  data  are  representative  of  the  water  body  from  which  the  sample  was 
obtained.  However,  this  assumption  can  result  in  erroneous  inferences 
about  the  quality  of  water  body  being  studied,  especially  if  several 
different  individuals  were  involved  in  the  collection  of  the  samples. 

Before  you  compare  data  collected  by  different  individuals,  satisfy 
yourself  that  the  samples  were  collected  and  handled  properly  and  that  the 
data  are  truly  representative  of  the  water  body  from  which  they  were 
collected.  The  methods  of  sample  collection  and  handling  as  well  as  the 
analytical  methods  used  to  measure  each  constituent,  should  be  clearly 
documented  in  the  Water  Quality  Monitoring  Plan  of  Operation. 

The  purpose  of  this  subsection  is  to  discuss  the  types  of  sampling  and 
to  present  guidelines  for  collecting  and  handling  water  quality  samples. 


55 


7.1  Types  of  Samples 


7.1.1  Grab  Samples 

A grab  sample  is  a sample  collected  at  a particular  time  and  place. 
Strictly  speaking,  a grab  sample  can  represent  only  the  composition  of  the 
water  body  at  that  time  and  place.  However,  when  a water  body  is  known  to 
be  fairly  constant  in  composition  over  a considerable  period  of  time  or 
over  substantial  distances  in  all  directions,  then  a grab  sample  may  be 
said  to  represent  a longer  time  period  or  a larger  volume,  or  both,  than 
the  specific  point  at  which  it  was  collected  (APHA,  et  al , 1976).  When  a 
water  body  is  known  to  vary  with  time,  grab  samples  collected  at  suitable 
intervals  and  analyzed  separately  can  be  of  great  value  in  documenting  the 
extent,  frequency  and  duration  of  these  variations.  Sampling  intervals 
should  be  selected  on  the  basis  of  the  frequency  with  which  changes  are 
expected. 

7.1.2  Composite  Samples 

In  most  cases,  the  term  "composite  sample"  refers  to  a mixture  of  grab 
samples  collected  at  the  same  sampling  point  at  different  times  or  to  a 
sample  formed  by  continuously  collecting  a portion  of  the  flow.  The 
formation  of  a composite  sample  serves  as  an  alternative  to  the  separate 
analysis  of  a large  number  of  grab  samples,  followed  by  computation  of  the 
average.  Composite  sampling  can  represent  a substantial  saving  in 
laboratory  effort  and  funds;  however,  it  should  be  noted  that  this  savings 
in  energy  and  money  is  sometimes  obtained  at  the  expense  of  data 
resol ution. 

Composite  samples  can  only  be  used  for  constituents  that  do  not  change 
appreciably  in  character  during  the  interval  from  collection  to  analysis. 


56 


Under  no  circumstances  should  microbiological  samples  be  composited.  If 
preservatives  are  used,  add  them  to  the  sample  bottle  initially  so  that  all 
portions  of  the  composite  are  preserved  as  soon  as  collected. 

7.2  Sample  Collection 

When  samples  are  collected  from  a stream,  the  sampler  must  consider 
the  variability  of  constituent  concentration  with  streamflow,  depth,  water 
velocity,  distance  from  the  bank  and  distance  from  one  bank  to  the  other. 

It  is  very  important  that  samples  be  collected  during  representati ve  flows 
over  the  time  period  of  interest.  If  storm  flows  occur,  it  is  important 
that  they  are  sampled.  In  some  cases,  such  as  suspended  solids,  the 
majority  of  mass  transport  will  occur  during  storm  flow  and/or  snowmelt 
runoff.  In  some  cases,  data  resolution  will  require  sample  collection  on 
both  the  rising-limb  and  falling-limb  of  the  hydrograph. 

If  equipment  is  available,  it  is  best  to  take  an  "integrated"  stream 
sample  from  the  water  surface  to  the  stream  bottom  at  selected  intervals 
across  the  channel  in  such  a way  that  the  sample  is  made  composite 
according  to  flow.  If  only  a grab  sample  can  be  collected,  it  is  best  to 
take  it  in  the  middle  of  the  stream  at  the  0.6  depth.  Brown  and  others 
(1970),  Guy  (1970)  and  Greeson  and  others  (1977)  discuss  the  various  types 
of  sampling  equipment  in  detail. 

Lakes  and  reservoirs  are  subject  to  considerable  variations  in  water 
quality  from  normal  causes,  such  as  seasonal  stratification,  precipitation, 
runoff  and  wind.  The  choice  of  location,  depth  and  frequency  of  sampling 
will  depend  on  local  conditions  and  the  purpose  of  the  investigation.  A 
detailed  discussion  of  sample  collection  methods  in  lakes  and  reservoirs 


57 


and  equipment  used  to  collect  the  samples  is  presented  by  Lind  (1979), 
Schwoerbel  (1970)  and  Welch  (1948). 

The  chemical  quality  of  ground  water  at  a sampling  point  may  vary  in 
response  to  changes  in  rate  of  water  movement,  to  pumpage,  or  to 
differences  in  rate  and  chemical  composition  of  recharge  from  precipitation 
and  from  the  surrounding  area  (Brown  and  others,  1970).  Although 
concentrations  of  dissolved  constituents  in  ground  water  from  any  one  well 
may  vary  widely,  sometimes  several  fold,  in  general  the  changes  take  place 
much  slower  than  those  commonly  associated  with  surface  water.  Usually,  it 
is  safer  to  assume  that  the  quality  of  the  water  from  a well  fluctuates 
rather  than  that  it  is  uniform  for  long  periods  of  time.  Changes  in  ground 
water  quality  usually  can  be  described  satisfactorily  by  a monthly, 
seasonal  or  annual  sampling  schedule.  For  more  information  about  sampling 
ground  water,  see  Hem  (1970),  Walton  (1970)  and  Freeze  and  Cherry  (1979). 

Samples  should  be  collected  from  wells  only  after  the  well  has  been 
pumped  sufficiently  to  insure  that  the  sample  represents  the  ground  water 
that  feeds  the  well.  Before  samples  are  collected  from  distribution 
systems,  such  as  water  lines  in  a campground,  flush  the  lines  sufficiently 
to  insure  that  the  sample  is  representative  of  the  water  supply  and 
sterilize  the  water  tap. 

In  all  cases,  sampling  points  should  be  fixed  by  detailed  description, 
by  maps,  or  with  the  aid  of  stakes,  buoys  or  landmarks  in  such  a manner  as 
to  permit  their  identification  by  other  persons  without  reliance  upon 
memory  or  personal  guidance. 


7.3  Sample  Handling 

A record  should  be  made  of  every  sample  collected  and  every  sample 
container  should  be  identified,  preferably  by  attaching  an  appropriately 
inscribed  tag  or  label  (APHA,  et  al , 1976).  The  record  should  contain 
sufficient  information  to  provide  positive  identification  of  the  sample  at 
a later  date  as  well  as  the  name  of  the  sample  collector,  the  date,  hour 
and  exact  location,  the  water  temperature,  how  the  sample  was  handled  (that 
is  refrigeration,  acidification,  degassing,  etc.),  and  any  other  data 
which  may  be  needed  in  the  future  for  correlation,  such  as  weather 
conditions,  water  level,  stream  flow,  or  the  like. 

After  the  sample  has  been  collected,  care  must  be  exercised  to  protect 
the  integrity  of  the  sample  to  assure  at  the  time  of  analysis  that  it  is 
representative  of  the  water  body  from  which  it  was  collected.  In  general, 
the  shorter  the  time  that  elapses  between  collection  of  a sample  and  its 
analysis,  the  more  reliable  will  be  the  analytical  results.  For  certain 
constituents,  such  as  pH,  immediate  analysis  in  the  field  is  required  to 
obtain  dependable  results  because  the  sample  composition  may  change  before 
it  arrives  at  the  laboratory. 

It  is  impossible  to  state  exactly  how  much  time  may  be  allowed  to 
elapse  between  collection  of  a sample  and  its  analysis;  this  depends  on  the 
character  of  the  sample,  the  particular  analyses  to  be  made  and  the 
conditions  of  storage.  Changes  caused  by  the  growth  of  organisms  are 
greatly  retarded  by  keeping  the  sample  in  the  dark  and  at  a low  temperature 
until  analysis.  Where  the  interval  between  sample  collection  and  analysis 
is  long  enough  to  produce  changes  in  either  the  concentration  or  the 
physical  state  of  the  constituent  to  be  measured,  follow  the  preservation 


59 


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• r— 
+-> 
(T5 
> 
s- 
a> 

CO 

cu 

t. 

Q_ 

S- 

o 

T3 

C 

ro 

a> 

cn 

fa 

i- 

o 

+-> 

oo 


cu 

r— 

STL 

E 

fa 

oo  • 

E E 

=3 

E •* 

•r-  CD 
£C  N 

•i — *r— 

S oo 


s- 

cu 

cr 

•«— 

fa 

4-> 

c: 

o 

o 


c 

o 

+-> 

fa 

c 


s- 

cu 


cu 

Q 


s_ 

o 

4— 

JxC 

t. 

fa 

•a 


cu 

s- 

o 

-M 
>>  oo 

QJ  • *» 

P >0 
fa  fa 
•r-  -a 
T3 

cu  cu 
E E S- 
E <ar 
•I-  CO 

"si- 

CD  CU  C\J 
N N 

>o  >0  o 

i—  i—  +-> 

fa  fa 
c c a. 

< < =3 


CD 

0S 

i a. 


a> 

s- 

=5  >0 
+->  +-> 
fa  •!— 

s-  -o 
cu  •<- 

Q.XJ 

E S- 
CU  =3 
I—  I— 


(U 

-Q 


■o 

+-> 

T3  r— 

cu 

r—  CU 
(U  3'r 

cr 

+->  O 4— 

o 

fa  x: 

• *0 

+-> 

i-  CO  +-> 

CO 

£C 

cu  fO 

o 

• r— 

OO  CO 

■21 

fa 

•i—  -i—  CO 

nr 

+-> 

S_  CO  cu 

00 

4- 

r-H 

> — <* 

CU  1 — CL 

+ 

S-  fO  E 

r— 1 

s- 

cr  fa 

<u 

>>  fa  co 

x: 

+-> 

i— 

+-> 

fa 

X5  C S- 

•p— 

3 

fa  o a> 

S-  -r-  +3 

XT 

cu  c fa 

XJ 

CO 

4-  fa  5 

cu 

CU 

cu 

to 

s- 

i-  "O  OO 

sc  • 

u_ 

Cl  C C 

•r—  CO 

fa  -i— 

S-  4-> 

4- 

*>  S- 

SC 

O 

CO  c cu 

II  cu 

S-  O +-> 

> 

CO 

CU  -r-  1— 

/— » r— 

•r— 

C +->  -r- 

< o 

CO 

•r-  (O  4- 

CO 

>0 

fO  o 

Q_ 

+■>  i- 

o 

fa 

C S-  o 

S_  -r- 

c 

0 0 4- 

o sc 

< 

O 4- 

ta 

p 

- oo 

r— 

O CO  -1— 

< S- 

fa 

•r  CU  C 

— o 

o 

+->1—0 

CD 

•p— 

CO  CL 

x= 

E 

fa  s cu 

+-> 

cu 

i — fa  i — 

CO  -1— 

sz 

Q-00  -O 

o 

fa 

fO 

S-  4-> 

i—  -a 

cu 

o • s- 

oo  cu 

xr 

cu  o 

to 

l— 

CO  1 — CL 

ii  c: 

co  _a 

•r— 

■O 

fa  •!—  fa 

CD  S- 

• 

cr 

1 — CO 

fa 

OO  CO  4- 

• fi  <i 

o 

o o 

^ — ■ CO 

r—. 

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CU  Cl 

+->  to 

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CO 

to  c 

cz  fa 

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r-. 

rro  to  oo  • 

cu 

oo 

<a  *r-  « — • 

r—  oo 

r— 1 

CO  CO 

fO 

c 

• C (US 

> ii 

fO 

r\ 

CO  O -O  oo 

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C3  ^ — . 

SI 

ta 

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fa  x= 

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CD 

cu 

cu  fa  s- 

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x:  -r- 

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cu  o 

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x: 

■o  e 4-  -o 

>o  s- 

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+-> 

fa  fa  cu 

P—  o 

sz 

cu 

cu  c: 

O .a 

+J 

s: 

5-  CUX  C 

Ql 

cu 

O OOP  (U 

~ ' •> 

E 

T3 

4-  fa 

CO 

J- 

S-  c 

O CO 

oo 

fa 

O -f-  cu 

•r-  fO 

CD 

TD 

'-'+->  cu 

-P  < — 

OO 

cr 

1 — CO  "O  CO 

co  oo 

ZD 

fa 

cu 

fa 

+-> 

oo  oo  i-  «* 

r—  11 

2 

oo 

H C OJ  (O 

STL 

o 

•r—  +->  QJ 

^ — > 

r— 

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r— 

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a.  cd 

lx 

"la 

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^1 

62 


practices  outlined  in  Table  5.  Record  the  time  elapsed  between  sampling 
and  analysis,  and  which  preservati ve,  if  any,  was  added. 

Stainton  and  others  (1977)  suggest  several  special  precautions  when 
sampling  for  nutrient  elements.  The  usually  low  levels  of  these  elements 
in  upland  water  resources  make  contamination  a significant  problem.  While 
the  need  for  clean  samples  and  sample  containers  is  obvious,  there  are 
several  other  contamination  sources  which  must  be  avoided.  Small  amounts 
of  tobacco  ash,  dandruff  and  perspiration  contributed  by  field  personnel, 
or  plant  pollen  and  other  atmospheric  particulates  all  can  introduce 
significant  errors  into  nutrient  element  analysis.  Field  personnel  must  be 
made  aware  of  these  and  other  possible  sources  of  contamination. 

The  foregoing  discussion  is  by  no  means  all  inclusive.  It  is 
impossible  to  prescribe  absolute  rules  for  the  prevention  of  all  possible 
changes.  Some  advice  will  be  found  in  the  discussions  of  methods  of 
determination  of  various  constituents  in  Standard  Methods  (APHA  and  others, 
1976)  and  The  Chemical  Analysis  of  Fresh  Water  (Stainton  and  others,  1977). 
However,  to  a large  degree,  the  dependability  of  water  quality  data  must 
rest  on  the  experience  and  good  judgement  of  the  samples  and  analyst. 


63 


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for  the  analysis  for  water  and  waste  water.  13th  ed.  Am.  Public 
Health  Assoc.  874  p. 

Averett,  R.C.  1979.  The  use  of  select  parametric  statistical  methods  for 
the  analysis  of  water  quality  data.  Presented  at  the  USGS-BLM 
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Colorado.  16  p. 

Averett,  R.C.  1977.  Biological  sampling  and  statistics.  In  methods  for 
the  collection  and  analysis  of  aquatic  biological  and  microbiological 
samples:  U.S.  Geol . Survey  Techniques  Water-Resources  Inv.,  Book  5, 

Chap.  A4,  p.  3-19. 

Averett,  R.C.  1976.  A guide  to  the  design  of  data  programs  and 

interpretive  projects.  U.S.  Geological  Survey,  Water  Resources 
Division,  Central  Region,  Lakewood,  Colorado  80225.  100  p. 

Brown,  G.  1972.  Forestry  and  water  quality.  Oregon  State  University.  74  p. 

Brown,  E.,  M.W.  Skougstad  and  M.J.  Fishman.  1970.  Methods  for  collection 
and  analysis  of  water  samples  for  dissolved  minerals  and  gases.  U.S. 
Geol.  Survey  Techniques  Water -Resources  Inv.,  Book  5,  Chap.  Al, 

160  p. 

Boynton,  J.L.  1972.  Managing  for  quality  - A plan  for  developing  water 
quality  surveillance  programs  on  National  Forests  in  California.  In 
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Busby,  J.F.  1980.  The  design  and  execution  of  a groundwater  geochemical 
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Cochran,  W.G.  1963.  Sampling  techniques.  John  Wiley  and  Sons,  Inc.,  New 
York,  New  York.  413  p. 

Freese,  F.  1962.  Elementary  forest  sampling.  Agricultural  Handbook  No. 

232.  USDA-Forest  Service.  91  p. 

Freeze,  A.R.  and  J.A.  Cherry.  1979.  Groundwater.  Prentice-Hall,  Inc. 

604  p. 

Greeson,  P.E.,  et  al . 1977.  Methods  for  the  collection  and  analysis  of 

aquatic  biological  and  microbiological  samples:  U.S.  Geol.  Survey 

Techniques  Water-Resources  Inv.,  Book  5,  Chap.  A4,  165  p. 

Guy,  H.P.  1970.  Fluvial  sediment  concepts:  U.S.  Geol.  Survey  Techniques 

Water  Resources  Inv.,  Book  3,  Chap.  Cl,  55  p. 


64 


Guy,  H.P.  and  V.W.  Norman.  1970.  Field  methods  for  measurement  of  fluvial 
sediment:  U.S.  Geol . Survey  Techniques  Water-Resources  Inv.,  Book  3, 

Chap.  C2,  59  p. 

Hem,  J.D.  1970.  Study  and  interpretation  of  the  chemical  characteri sties 
of  natural  water.  U.S.  Geol.  Survey  Water  Supply  Paper  1473.  363  p. 

Huibregtse,  K.R.  and  J.H.  Moser.  1976.  Handbook  for  sampling  and  sample 
preservation  of  water  and  waste  water.  U.S.  Department  of  Commerce, 
National  Technical  Information  Service.  PB-259-946.  257  p. 

Kennedy,  V.C.,  E.A.  Jenne  and  J.M.  Burchard.  1976.  Backflushing  filters 
for  field  processing  of  water  samples  prior  to  trace-element  analysis. 
U.S.  Geological  Survey,  Open  file  report  76-126.  11  p. 

Krygier,  J.T.  and  J.D.  Hall.  1971.  Proceedings  of  a symposium  forest  land 
uses  and  stream  environment.  Oregon  State  University.  252  p. 

Lind,  O.T.  1979.  Handbook  of  common  methods  in  limnology.  Mosby  Company, 
St.  Louis,  Missouri.  199  p. 

McKee,  J.E.  and  H.W.  Wolf.  1963.  Water  quality  criteria.  California 
State  Water  Resources  Control  Board.  Publication  No.  3-A.  548  p. 

McNeely,  R.N.,  V.P.  Neimanis  and  L.  Dwyer.  1979.  Water  quality  sourcebook 
- a guide  to  water  quality  parameters.  Inland  Water  Directorate, 

Water  Quality  Branch,  Ottawa,  Canada.  Cat.  No.  En  37-541  1979.  89  p. 

Mendenhall,  W.,  L.  Ott  and  R.L.  Schaeffer.  1971.  Elementary  survey 

sampling.  Wadsworth  Publishing  Company,  Inc.,  Belmont,  California. 

247  p. 

Ponce,  S.L.  1980.  Statistical  methods  commonly  used  in  water  quality  data 
analysis.  WSDG  Technical  Paper  WSDG-TP-00001 . WSDG,  USDA  - Forest 
Service,  3825  E.  Mulberry  St.,  Fort  Collins,  CO  80524.  152  p. 

Potyondy,  J.  1977.  Guidelines  for  water  quality  sampling.  Determination 
of  detection  limits  and  sample  sizes.  WQ-3  East  Fork  Smiths  Fork 
Barometer  Watershed,  Wasatch  National  Forest,  Intermountain  Region, 
USDA  Forest  Service,  Ogden,  Utah.  8 p. 

Potyondy,  J.  1980.  Guidelines  for  water  quality  monitoring  plans.  Draft 
USDA-Forest  Service,  Intermountain  Region,  Soil  and  Water  Management, 
324  25th  Street,  Ogden,  UT  84401  49  p. 

Schwoerbel , J.  1970.  Methods  of  hydrobiol ogy.  Pergamon  Press,  Limited. 
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65 


Stainton,  M.P.,  M.J.  Capel , and  F.A.J.  Armstrong.  1977.  The  chemical 

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180  p. 

Thatcher,  L.L.,  V.J.  Janzer  and  K.W.  Edwards.  1977.  Methods  for 
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66 


APPENDIX 


Table  A-l. 


Values  of  t (Steel 


and  Torrie,  1960). 


Probability  of  a larger  value  of  t,  sign  ignored 


df 


0.5 

0.4 

0 

.3 

0 

.2 

0 

.1 

0 

.05 

0 

.02 

0 

.01 

0.001 

1 

1.000 

1.376 

1 

.963 

3 

.078 

6 

.314 

12 

.706 

31 

.821 

63 

.657 

636  619 

2 

.816 

1 .061 

1 

.386 

1 

.886 

2 

.920 

4 

.303 

6 

.965 

9 

.925 

31.598 

3 

.765 

.978 

1 

.250 

1 

.638 

2 

.353 

3 

182 

4 

.541 

5 

.841 

12.941 

4 

.741 

.941 

1 

190 

1 

.533 

2 

132 

2 

.776 

3 

.747 

4 

.604 

8.610 

5 

.727 

.920 

1 

.156 

1 

.476 

2 

.015 

2 

.571 

3 

.365 

4 

.032 

6.859 

6 

.718 

.906 

1 

.134 

1 

.440 

1 

.943 

2 

.447 

3 

143 

3 

.707 

5.959 

7 

.711 

.896 

1 

.119 

1 

.415 

1 

.895 

2 

365 

2 

.998 

3 

.499 

5 . 405 

8 

.706 

.889 

1 

.108 

1 

397 

1 

.860 

2 

306 

2 

.896 

3 

.355 

5.041 

9 

.703 

.883 

1 

100 

1 

.383 

1 

833 

2 

262 

2 

821 

3 

.250 

4.781 

10 

.700 

.879 

1 

.093 

1 

372 

1 

812 

2 

228 

2 

.764 

3 

.169 

4.587 

11 

.697 

.876 

1 

088 

1 

363 

1 

796 

2 

201 

2 

718 

3 

.106 

4.437 

12 

.695 

.873 

1 

083 

1 

356 

1 

782 

2 

179 

2 

681 

3 

.055 

4.318 

13 

.694 

.870 

1 

079 

1 

350 

1 

771 

2 

160 

2 

650 

3 

012 

4.221 

14 

.692 

.868 

1 

076 

1 

345 

1 

761 

2 

145 

2 

624 

2 

977 

4.140 

15 

.691 

.866 

1 

074 

1 

341 

1 

753 

2 

131 

2 

602 

2 

947 

4.073 

16 

.690 

.865 

1 

071 

1 

337 

1 

746 

2 

120 

2 

583" 

'2 

921 

4.015 

17 

.689 

.863 

1 

069 

1 

333 

1 

740 

2 

110 

2 

567 

2 

898 

3.965 

18 

.688 

.862 

1 

067 

1 

330 

1 

734 

2 

101 

2 

552 

2 

878 

3.922 

19 

'.688 

.861 

1 

066 

1 

328 

1 

729 

2 

093 

2 

539 

2 

861 

3.883 

20 

.687 

.860 

1 

064 

1 

325 

1 

725 

2 

086 

2 

528 

2 

845 

3.850 

21 

.686 

.859 

1 

063 

1 

323 

1 

721 

2 

080 

2 

518 

2 

831 

3.819 

22 

.686 

.858 

1 

061 

1 

321 

1 

717 

2 

074 

2 

508 

2 

819 

3.792 

23 

.685 

.858 

1 

060 

1 

319 

1 

714 

2 

069 

2 

500 

2 

807 

3.767 

24 

.685 

.857 

1 

059 

1 

318 

1 

711 

2 

064 

2 

492 

2 

797 

3.745 

25 

.684 

.856 

1 

058 

1 

316 

1 

708 

2 

060 

2 

485 

2 

787 

3.725 

26 

.684 

.856 

1 

058 

1 

315 

1 

706 

2 

056 

2 

479 

2 

779 

3.707 

27 

.684 

.855 

1 

057 

1 

314 

1 

703 

2 

052 

2. 

473 

2 

771 

3.690 

28 

.683 

.855 

1 

056 

1 

313 

1 

701 

2 

048 

2. 

467 

2. 

763 

3.674 

29 

.683 

.854 

1 

055 

1 

311 

1 

699 

2. 

045 

2. 

462 

2. 

756 

3.659 

30 

.683 

.854 

1 

055 

1 

310 

1. 

697 

2. 

042 

2. 

457 

2. 

750 

3.646 

40 

.681 

.851 

1 

050 

1 

303 

1 

684 

2. 

021 

2. 

423 

2. 

704 

3.551 

60 

.679 

.848 

1 

046 

l 

296 

l. 

671 

2. 

000 

2 

390 

2. 

660 

3.460 

120 

.677 

.845 

1 

041 

1 

289 

1. 

658 

1. 

980 

2. 

358 

2. 

617 

3.373 

00 

. 674 

.842 

1 

036 

1 

282 

1. 

645 

1. 

960 

2. 

:52f> 

i 

2. 

576 

3.291 

0.25 

0.2 

0 

15 

0. 

1 

0 

05 

0. 

025 

0. 

01 

0 

005 

0.0005 

df 


Probability  of  a larger  value  of  t,  sign  considered 


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