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A SAMPLE-FREEZING DRIVE SHOE FOR A WIRELINE-PISTON CORE SAMPLER
by Fred Murphy and W.N.
Herkelrath
Ground Water Monitoring and Remediation, 1996, v. 16, no. 3. p.
86-90 |
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The following article was published by and is copyrighted
by the Ground Water Publishing Co., 2600 Ground Water Way,
Columbus, Ohio 43219. This article appears here with their
permission. Visit their web site at http://www.ngwa.org
E-Mail: |

ABSTRACT
Loss of fluids and sample during retrieval of cores of
saturated, noncohesive sediments results in incorrect
measures of fluid distributions and an inaccurate measure
of the stratigraphic position of the sample. To reduce
these errors, we developed a hollow drive shoe that freezes
in place the lowest 3 in (75-mm) of a 1.88-in (48-mm)-diameter,
5-ft (1.5-m)-long sediment sample taken using a commercial
wireline-piston core sampler. The end of the core is frozen
by piping liquid carbon dioxide at ambient temperature
through a steel tube from a bottle at the land surface
to the drive shoe where it evaporates and expands, cooling
the interior surface of the shoe to about -109°(-78°C).
Freezing a core end takes about 10 minutes. The device
was used to collect samples for a study of oil-water-air
distributions, and for studies of water chemistry and
microbial activity in unconsolidated sediments at the
site of an oil spill near Bemidji, Minnesota. Before freezing
was employed, samples of sandy sediments from near the
water table sometimes flowed out of the core barrel as
the sampler was withdrawn. Freezing the bottom of the
core ensured the retention of all material that entered
the core barrel and lessened the redistribution of fluids
within the core. The device is useful in the unsaturated
and shallow saturated zones, but does not freeze cores
well at depths greater than about 20 ft (6 m) below water,
possibly because the feed tube plugs with dry ice with
increased exhaust back- pressure, or because sediment
enters the annulus between the core barrel and the core
barrel liner and blocks the exhaust.
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INTRODUCTION
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Because saturated, noncemented, well sorted sands have
high permeability and low cohesion, collection of core
samples without losing sediment or pore fluids as a sampler
is removed to the land surface after driving is difficult.
Various devices have been used to reduce sample loss,
including pistons or remotely operated valves that maintain
a vacuum above the sample (Munch and Killey 1985; Zapico,
et al. 1987), inflatable bladders that expand into and
seal the lower end of a core barrel (McElwee et al. 1991),
movable steel fingers that are driven into the sediment
just below the core liner (McElwee et al. 1991), sample-
freezing jackets (Durnford et al. 1991) and plastic or
sheet metal core catchers that are inserted into the lower
end of the sample tube. Since jarring can cause material
to drop from a sampler, Munch and Killey (1985) and Zapico
et al. (1987) incorporated a left-hand-threaded coupling
between the drill string and the core barrel to allow
the core barrel to be detached from the drill string and
retrieved smoothly and rapidly by means of a wireline;
McElwee et al. (1991) employed a quick- disconnect between
the sampler and drill string for the same reason.
The hollow drive shoe described in this paper
(figure 1) enables freezing in place of the lowest 3 in (75 mm) of a
1.875- in (48-mm)-diameter, 5-ft (1.52-m)-long core after the core sampler
has been driven. The hollow drive shoe replaces the standard drive shoe
of the Solinst2 wireline-piston core sampler (Zapico et al. 1987). Interstitial
ice in the frozen sediment prevents fluid from flowing through it, and friction
between the ice-sediment plug and the plastic core liner prevents the otherwise
free-flowing sand from leaving the core barrel liner. The purposes of this
paper are to describe the design of the sampler and to outline its use in
the field.
(Click on image for a complete version, 22K)
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| Figure 1. A cross-sectional view of the sample-freezing
drive shoe attached to the Solinst core barrel. The scale is broken -the
sampler is about 6.5 ft (2 m) long and 3 in. (75 mm) in diameter. |
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DESCRIPTION OF THE DEVICE
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The sample-freezing drive shoe (figure 2)
is a triple-walled steel cylinder that threads onto the Solinst core barrel
in place of the standard hardened-steel drive shoe. The device is assembled
from brazed and welded mild steel and stainless steel parts. The cutting
edge of the drive shoe is faced with a hard alloy for wear resistance. The
fittings, fasteners and tubing are stainless steel.
(Click on image for a complete version, 44K)
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| Figure 2. (A), (B) Two transparent views of the sample-freezing
drive shoe, shown rotated 90°with respect to each other. (C) An exploded
view of the device. |
To freeze the bottom end of a core, liquid carbon dioxide is sprayed
into the lower end of the inner chamber. Some of the liquid evaporates,
and some deposits as solid carbon dioxide (dry ice) at about -109°(-78°C) in the distribution channels of the freezing chamber
(figure 2). As the liquid evaporates and the
dry ice sublimes the resulting carbon dioxide gas circulates upward through
the channels, exhausts though holes in the upper end of the interior wall,
moves through the annulus between the plastic core liner and the core barrel,
passes from the exterior of the liner into its interior through slots in
the upper end of the liner, and leaves the sampler through the cable hole
in the core barrel cap (figure 1). |

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The upper pieces of 1/4-in (6.35-mm) feed tube are interchangeable 5-ft
(1.52-m)-long segments, but the two lowest sections of tubing are special.
The tube that attaches to the drive shoe extends without a break from the
drive shoe to above the core barrel cap; this tube segment includes a thick-walled,
threaded lower section about 4 in (10 cm) long that fits a mating part of
the drive shoe. A Swagelok brand, 60 micron filter attached to the upper
end of the tube prevents particles from entering the drive shoe and plugging
the flow-restricting narrow tube in the shoe. The second segment of tubing
above the sampler has a U-shaped fold that is formed to fit snugly against
the drive rod used to emplace the sampler (figure
3). This double bend makes the feed tube assembly slightly elastic and
so prevents breakage of the tube joints when the feed tube scrapes or catches
on the auger during driving.
(Click on
image for a complete version, 33K)
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| Figure 3. A partly transparent view of the emplaced sample-freezing
drive shoe as it might appear during the freezing operation. |
The core barrel is assembled (figure 1) with
a 5.75-ft (1.75-m)-long piece of polycarbonate liner fitted between shoulders
in the drive shoe and in the core barrel cap. Polycarbonate is used because
it is tougher than other transparent plastics. The piston, which is attached
to the wireline, is passed through the liner and set in the nose of the
drive shoe, and the core barrel cap is threaded onto the sampler. A hollow-stem
auger is advanced to the top of the interval to be sampled, using a basket
or center bit to exclude sediment from the bore. The core sampler is lowered
on the drill string, through the augers, to the bottom of the hole. 5-ft
(1.52- m)-long segments of feed tube are added as the sampler is lowered.
Once the sampler is in place at the bottom of the bore, the wireline is
pulled taut, and the sampler is hammered 5 ft (1.52 m) into the ground. |

DISCUSSION
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Use of the sample-freezing drive shoe takes more time and effort than
using a standard wireline-piston core sampler. It is not necessary to use
a piston to retain sediment in the core barrel when the end of a core is
frozen. However, a piston does prevent loose material and fluid, particularly
oil floating on water in the bore, from entering the core barrel liner and
so contaminating the liner or the sample as the core barrel is lowered into,
or lifted from the bore. Judging from the preservation of laminae and sharp
interfaces in the cores that we have retrieved, samples recovered using
the sample-freezing drive shoe appear to be no more disturbed than those
collected by means of the standard drive shoe with the Solinst sampler.
At the Bemidji site we attempted to recover a continuous core from the
land surface to about one-half meter below the water table. In fact we recovered
only about 80 percent of the driven length regardless of whether we used
the freezing sampler or the standard drive shoe. Poor sample recovery had
several causes. Sometimes a cobble would plug the drive shoe opening. Other
times the material through which the barrel was being driven would be compressed
or forced aside by the drive shoe and not enter the core barrel. Sometimes
the end of the core barrel liner would fold into the interior of the drive
shoe and prevent sediment from entering. The sample-freezing drive shoe
ensured only that all material that entered the core barrel was retained
and lessened the redistribution of fluids in the sample.
Cores that were of most interest came from about 3 ft (1 m) above to
1.5 ft (0.5 m) below the interface between the water and an overlying oily
zone, and so were liquid-saturated in their lowest parts. With the standard
sampler we recovered smaller fractions of the core as the liquid content
in the lowest segment approached saturation. We also retrieved less of cores
taken from depths greater than 16 ft (5 m). Saturated sand or gravel flows
freely; samples from greater depths took more time to recover and were more
likely to be jarred loose while being raised than were samples taken from
shallower depths. |

SUMMARY AND CONCLUSIONS
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| We developed a drive shoe compatible with a commercially available core
sampler that freezes the lowest 3 in (75 mm) of a core after the sampler
is emplaced. In-place freezing of the bottom end of a core of noncohesive
sediment prevents the loss of material that enters the sampler and lessens
the redistribution of fluids as the sample is retrieved and during subsequent
handling. The time needed to collect a sample is somewhat greater when the
sample-freezing drive shoe is used because time is required to assemble
and disassemble the carbon dioxide feed tubes, and about 10 minutes is needed
to freeze the core end. However, in most cases the benefits of enhanced
recovery of sediment and pore fluids outweigh the added costs. The device
was useful in the shallow saturated zone, but does not freeze cores well
at depths greater than about 20 feet (6 m) below water, possibly because
the feed tube plugs with dry ice with increased exhaust back-pressure, or
possibly because sediment enters the annulus between the core barrel and
the core barrel liner and blocks the exhaust. The sample-freezing drive
shoe offers a means to enhance recovery of samples of noncohesive materials,
and the fluids they contain, from the shallow saturated zone. |

REFERENCES
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- Cozzarelli, I.M., M.J. Baedecker, G. Aiken, and C. Phinney, 1994,
- Small-scale chemical heterogeneities in a crude-oil contaminated aquifer,
Bemidji, Minnesota, In, U.S. Geological Survey Toxic Substances Hydrology
Program -- Proceedings of the Technical Meeting, Colorado Springs, Colorado,
September 20-24, 1993: ed. D.W. Morganwalp, and D.A. Aronson, U.S. Geological
Survey Water Resources Investigations Report 94-4015.
- Durnford, D., J. Brookman, J. Billica, and J. Milligan, 1991,
- LNAPL distribution in a cohesionless soil: A field investigation and
cryogenic sampler: Ground Water Monitoring Review, v. 11, no. 3, p. 115-122.
- Essaid, H.I., M.J. Baedecker, and I.M. Cozzarelli, 1994,
- Use of simulation to study field-scale solute transport and biodegradation
at the Bemidji, Minnesota, crude-oil spill site, In, U.S. Geological Survey
Toxic Substances Hydrology Program -- Proceedings of the Technical Meeting,
Colorado Springs, Colorado, September 20-24, 1993: ed. D.W. Morganwalp,
and D.A. Aronson, U.S. Geological Survey Water Resources Investigations
Report 94-4015.
- Essaid, H.I., W.N. Herkelrath, and K.M. Hess, 1993,
- Simulation of fluid distributions observed at a crude-oil spill site
incorporating hysteresis, oil entrapment and spatial variability of hydraulic
properties: Water Resources Research, v. 29, no. 6, p. 1753-1770.
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- Hess, K.M., W.N. Herkelrath, and H.I. Essaid, 1992,
- Determination of subsurface fluid contents at a crude-oil spill site:
Journal of Contaminant Hydrology, v. 10, p. 75-96.
- Hult, M.F., 1984,
- Ground-water contamination by crude oil at the Bemidji, Minnesota research
site--an introduction, in Hult, M.F., ed., Ground-water contamination by
crude oil at the Bemidji, Minnesota research site--U.S. Geological Survey
Toxic Waste--Ground-water Contamination Study: U.S. Geological Survey Water-Resources
Investigation Report 84- 4188, p. 1-15.
- McElwee, C.D., J.J. Butler, and J.M. Healy, 1991,
- A new sampling system for obtaining relatively undisturbed samples
of unconsolidated coarse sand and gravel: Ground Water Monitoring Review,
v. 11, no. 3, p. 182-191.
- Munch, J.H. and R.W.D. Killey, 1985,
- Equipment and methodology for sampling and testing cohesionless sediments:
Ground Water Monitoring Review, v. 5, no. 1, p. 38-42.
- Zapico, M.M., S. Vales, and J.A. Cherry, 1987,
- A wireline piston core barrel for sampling cohesionless sand and gravel
below the water table: Ground Water Monitoring Review, v. 7, no. 3, p.
74-82.
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- Editor's Note:
- Any use of trade, product or firm names is for descriptive purposes
only and does not imply endorsement by the U.S. Government, authors, or
the Ground Water Publishing Co.
Author's Note:
- After submitting this paper to Ground Water Monitoring and Remediation
we tested such a sampler. This device worked satisfactorily at more than
50 feet (15 m) below the water table.

Murphy, Fred and Herkelrath,
W.N., 1966, Ground Water Monitoring and Remediation, v. 16, no. 3.,
p. 86-90.
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The above article was published by and is copyrighted
by the Ground Water Publishing Co., 2600 Ground Water Way,
Columbus, Ohio 43219. This article appears here with their
permission. Visit their web site at http://www.ngwa.org
E-Mail: |

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