Chapter 5
Chapter 5
Chapter 5
Sampling Guide
Dr PP Mpungose
Office: 2.20B, D6 Campus
E-mail: mpungosep@cput.ac.za
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SAMPLING GUIDE
Part 1:
General information on the Part 2:
objectives and concepts of Planning of the sampling
domestic water quality programme
sampling
Part 3:
Part 4:
Preparing for the sampling
Sample collection
exercise
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PART 1: FAMILIARISE YOURSELF WITH THE OBJECTIVES AND
CONCEPTS OF WATER QUALITY SAMPLING
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WHAT IS v Sampling could be defined as a process of selecting a
portion of material small enough in volume to be
SAMPLING? transported conveniently and handled in the laboratory,
while still accurately representing the part of the
environment sampled.
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WHAT IS WATER v Water sampling is the process of taking a portion of water
for analysis or other testing, for example:
SAMPLING? v drinking water to check that it complies with relevant
water quality standards, or
v river water to check for pollutants, or
v bathing water to check that it is safe for bathing, or
v intrusive water in a building to identify its source.
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TYPES OF SAMPLES
GRAB SAMPLE:
• A grab sample is a discrete sample which is collected at a
specific location at a certain point in time.
• If the environmental medium varies spatially or temporally,
then a single grab sample is not representative, and more
samples need to be collected.
COMPOSITE SAMPLE:
• A composite sample is made by thoroughly mixing several
grab samples.
• The whole composite may be measured or random samples
from the composites may be withdrawn and measured.
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WHAT IS A REPRESENTATIVE
WATER SAMPLE?
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FAMILIARISE YOURSELF WITH THE OBJECTIVES AND CONCEPTS OF WATER QUALITY
SAMPLING
The objectives of any water quality sampling programme should be clearly formulated before
water samples are collected and analysed. For domestic water supplies, the sampling objectives
are determined by the information that is required such as:
• the level of treatment required to ensure that a water supply is suitable for domestic use;
• the water quality at the point of use (this may include the quality of the water used by street
vendors for food preparation or at a tap in a house); and
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FAMILIARISE YOURSELF WITH THE OBJECTIVES AND CONCEPTS OF WATER QUALITY
SAMPLING…
The objectives of the sampling programme in turn determine issues such as:
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THE FIVE MAIN ELEMENTS IN THE WATER QUALITY MANAGEMENT CYCLE OF
DOMESTIC WATER SUPPLIES
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FAMILIARISE YOURSELF WITH THE OBJECTIVES AND CONCEPTS OF WATER QUALITY
SAMPLING…
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WATER QUALITY SUBSTANCES OF KEY RELEVANCE TO THE DOMESTIC USER
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WHERE MUST WATER SAMPLES BE COLLECTED?
Sampling location is important in water-sampling strategy. The sampling site should represent
the environment under study. The optimal selection of sampling sites is related to the objective
of the program (e.g., whether it is trend detection, regulatory enforcement, or estimation of
pollutant loadings). The actual sampling point in the system is determined by the objective of the
sampling programme, for example (see Figure):
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• a point of use (to determine if the water is fit for use).
HOW OFTEN MUST WATER SAMPLES BE TAKEN?
• The sampling frequency depends primarily on the purpose of sampling, but also on the
number of people being supplied with water and the nature of the water source as well as the
substance of concern.
• The quality of a water source can change within minutes or it can remain stable for a long
period of time. Determining the correct sampling frequency is therefore a crucial water quality
monitoring step.
• If the frequency of sampling is too low, then results would not reflect the correct variations in
water quality at a specific point.
• On the other hand, if the sampling frequency is too high, then money would be wasted on
unnecessary sample analyses, and the results obtained would not reveal new information,
but would only confirm existing results.
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HOW DO THE DIFFERENCES BETWEEN GROUND- AND SURFACE WATER SOURCES
AFFECT SAMPLING?
• Generally, the quality of surface water is more variable than the quality of groundwater.
Therefore, the surface water should be sampled more frequently.
• In the case of flowing surface water, the quality may vary drastically over time, particularly
during rainstorm events or in relation to effluent discharges. The choice of the time and date of
sampling, therefore, has a critical effect on the representivity of the sample.
• In the case of groundwater, the quality of the aquifer is typically reasonably constant over
time.
• Local land-use activities may have a significant impact on the groundwater quality. If it is the
purpose to obtain a representative sample from the groundwater aquifer, the stagnant water
must first be displaced (or purged*).
• However, if the actual quality of the borehole water (the water that is directly used by the
community) needs to be determined, then purging is not required. In other words the objective
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of the sampling exercise must be taken into account when collecting the water sample.
Define the Select the sampling
objectives of the points in the water
sampling exercise supply system
THE SAMPLING
PROGRAMME
Select the key Determine the
substances sampling frequency
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2.1 DEFINE THE OBJECTIVES OF THE SAMPLING EXERCISE
v Before any sampling programme is started, it is important to define clearly the objectives of
the sampling programme as this will dictate issues such as:
• the substances to be sampled and analysed;
• the frequency of sampling;
• the choice of preparatory steps prior to analyses; and
• the appropriate guidelines to evaluate the results.
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2.2 SAMPLING PROTOCOL (STANDARD OPERATION PROCEDURE)
Sampling should always start by defining the purpose of the measurement. Once the purpose of
the analysis has been established, a sampling plan should be developed to achieve the purpose.
This plan should be written as a protocol (standard operation procedure, SOP) that includes the
following aspects:
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2.2 SAMPLING PROTOCOL (STANDARD OPERATION PROCEDURE)…
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2.3 SELECT THE SAMPLING POINTS IN THE WATER SUPPLY SYSTEM
The point where the water sample in the water supply system will be taken depends largely on
the objectives of the sampling exercise. The sampling points could thus be located at:
• the raw water source (i.e. a river, stream, dam, lake or borehole);
• the water treatment system;
• the distribution system; or
• the point of use (which can be a tap in the house, bucket in the house, or the container the
vendor uses on the street).
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2.3 SELECT THE SAMPLING POINTS IN THE WATER SUPPLY SYSTEM…
Groundwater
• The objective of the sampling exercise is very important when selecting sampling points for
groundwater sources.
• If the aim is to evaluate the water quality of the aquifer then the borehole must first be purged
before the sample can be collected.
• If the aim is to determine the quality of the water supply from the borehole then the borehole
does not need to be purged.
• The sampling point may then be placed at the first tap (or line-opening) in the system after
the borehole.
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2.3 SELECT THE SAMPLING POINTS IN THE WATER SUPPLY SYSTEM…
Point of use
This is a very important sampling point as it represents the water that is actually used for
domestic purposes. To obtain the quality of this water, the sampler can collect the water at the
following points:
• From a tap that is used regularly outside or inside the house, shop or in the garden.
• In the case of vendors, samples must be taken directly from the vendor’s water containers.
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2.4 DESCRIPTION OF THE SAMPLING POINT
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2.5 CHOOSE THE ANALYTICAL LABORATORY
• The choice of the analytical laboratory that will conduct the water quality analyses is a crucial
step in the planning process.
• It is important for the sampler to know the locations of the closest analytical laboratories in
the area as certain of the substances have a maximum period within which they have to be
analysed (for example microbiological samples).
• If the closest analytical laboratory can only be accessed within 48 hours, then special
precautions will need to be taken with regard to the samples that have to be analysed within
a short time period.
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2.6 SELECT THE KEY SUBSTANCES
A number of factors influence the choice of substances that should be included in a domestic
water quality assessment. These are:
•the objectives of the sampling exercise;
•where in the water supply system the water is assessed (i.e. at the source, the treatment
works, or at the point of use);
•the source of the water (i.e. river, stream, dam or rain-water tank);
•the type of pollution problems that may occur in the area;
•environmental problems that have been experienced with similar water sources in the vicinity;
•and the opinion of the analytical laboratory.
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2.7 DETERMINE THE SAMPLING FREQUENCY
The sampling frequency is dictated by the characteristics of the water source and the number of
people supplied with water.
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2.7 SAMPLING FREQUENCY FOR SURFACE AND GROUNDWATER SOURCES…
Surface water
• Surface water sources are divided into flowing and standing water.
• The sampling frequency at these two types of water resources differs.
• Rivers and streams are more susceptible to sudden water quality changes than lakes and
dams. Thus, more frequent samples are needed from a river or stream than from a lake or
dam.
• In general, bi-weekly samples from a river or stream are adequate (i.e. 26 samples per year),
while monthly samples from a lake or dam (i.e. 12 samples per year) should be sufficient to
determine if the source is suitable for domestic use.
• In the event of non-compliance with water quality guidelines, sampling frequency should be
increased (for example to 4 samples per month).
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2.7 SAMPLING FREQUENCY FOR SURFACE AND GROUNDWATER SOURCES…
Groundwater
• It is generally accepted that the quality of groundwater sources is more stable than surface
water sources. For this reason two groundwater samples per year per borehole should be
sufficient.
• However, if water quality changes are detected, the frequency should be increased to weekly
sampling and maintained until the problem causing the change in water quality has been
solved.
• In order to determine the adequacy of the water treatment works, four samples per year are
the absolute minimum, with a recommended sampling frequency of 12 (monthly), 52 (weekly)
or 365 (daily) samples per year depending on the size of the treatment works.
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2.7 SAMPLING FREQUENCY FOR SURFACE AND GROUNDWATER SOURCES…
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Familiarise yourself with
Prepare sample equipment
PART 3: safety precautions
PREPARING FOR
THE SAMPLING Assemble and check sample
equipment and instruments
PROGRAMME • Calibrate the field instruments
Familiarise yourself with
sample preservation and
• Sample bottles
• Sample labels
transport
• Data sheets
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FAMILIARISE YOURSELF WITH SAFETY PRECAUTIONS
While safety is often not considered an integral part of the sampling programme, the sampler
must be aware of possible unsafe working conditions, hazards associated with the operation of
sampling gear, and other risks. Basic good practice should be followed in the field. Always keep
the following points in mind:
• If samples are collected from a river or dam, waders should preferably be worn with a belt
to prevent the waders from filling with water in the case of a fall. (Not necessary for shallow
water).
• Never drink the water you are about to sample unless you are very sure about the quality
and safety of the water.
• Many hazards lie out of sight on the bottom of dams, rivers and streams. Broken glass or
sharp pieces of metal embedded into the substrate can cause serious injury if care is not
exercised when working in such environments.
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PREPARE SAMPLE EQUIPMENT
Field instruments required are normally those used to determine the physical constituents,
namely:
• pH;
• electrical conductivity (EC); and
• turbidity.
v Field instruments used to determine physical parameters must be calibrated before any water
sample is collected.
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DOMESTIC WATER QUALITY SAMPLING EQUIPMENT
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SAMPLE BOTTLES
v Of special importance in sampling is the nature of the sample containers. The material should
be resistant to the preservative conditions and not interact with the analytes as that could lead
to sample contamination or losses of analytes. The influence of the container increases as the
concentration level decreases. Hence, obtaining a representative water sample also means
being careful in the choice of sample bottles.
v The closure should safely seal the container, while remaining inert with respect to the
contents. Both container and preservatives are going to depend on the type of analyte and the
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technique used for further analyses.
SAMPLE BOTTLES
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FAMILIARISE YOURSELF WITH SAMPLE PRESERVATION AND TRANSPORT
v Sample handling and sample transport are important aspects of water quality sampling that
are often neglected. As soon as the water sample has been collected, some of the chemical
characteristics of the water start to change.
v For this reason, some samples must be preserved to keep the quality of the water sample as
stable as possible until the analysis can be carried out. It must, however, be kept in mind that
the preservation technique only retards chemical and biological changes that continue after
sample collection and will not stop quality changes altogether.
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ice may also effect a pH change in samples.
PART 4:
SAMPLE COLLECTION
• Equipment needed
• Special precautions
• Sampling techniques
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EQUIPMENT NEEDED
Equipment to collect microbiological samples
• Sterile sample bottles (see Table 4 for the type of sample bottle needed)
• Sealed container or cool box which can be kept cool (preferably with ice)
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• Cooler box with ice (if necessary)
SAMPLING TECHNIQUES:
RIVER, STREAM, LAKE, DAM OR RESERVOIR
• https://youtu.be/61cGIlD06PA
• https://youtu.be/iB7XY3wD1-E
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SAMPLING TECHNIQUES:
SAMPLING OF BOREHOLE
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SAMPLING TECHNIQUES:
TREATMENT AND DISTRIBUTION SYSTEM
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SAMPLING TECHNIQUES:
POINT OF USE
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SOURCES OF ERROR IN SAMPLING
Apart from representativeness, one of the main difficulties in sampling is preservation of the
sample. The initial composition of the sample must be maintained from sampling through to
analysis. If this is not the case, the final conclusions will not reflect the initial situation. For all of
that, handling and storage of collected samples is of a great importance during sampling.
There are several problems that could appear during sampling and storage of samples:
• losses from volatilization;
• decomposition by means of temperature, UV irradiation, microbial activity and chemical
reactions (with, e.g., external agents, O2, CO2, sample containers or container walls).
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SOURCES OF ERROR IN SAMPLING
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THANK YOU…
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