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5.1 Rock cores are samples of record of the existing subsurface conditions at given borehole locations. The samples are expected to provide indications about the geological, physical, and engineering nature of the subsurface for use in the design and construction of an engineered structure. The core samples need to be preserved using specific procedures for a stipulated time (Practices D5079). The period of storage depends upon the nature and significance of the engineered structure.5.2 Rock cores always need to be handled such that their properties are not altered in any way due to mechanical damage or changes in ambient conditions of moisture and temperature or other environmental factors.1.1 This practice covers the guidelines, requirements, and procedures for core drilling, coring, and sampling of rock for the purposes of site exploration. The borehole could be vertical, horizontal, or angled.1.2 This practice is described in the context of obtaining data for the design, construction, or maintenance of structures, and applies to surface drilling and drilling from adits and exploratory tunnels.1.3 This practice applies to core drilling in hard and soft rock.1.4 This practice does not address considerations for core drilling for geo-environmental site characterization and installation of water quality monitoring devices (see Guides D5782 and D5783).1.5 The values stated in inch-pound units are to be regarded as standard. The values given in parentheses are mathematical conversions to SI units that are provided for information only and are not considered standard.1.6 This practice does not purport to comprehensively address all of the methods and the issues associated with coring and sampling of rock. Users should seek qualified professionals for decisions as to the proper equipment and methods that would be most successful for their site exploration. Other methods may be available for drilling and sampling of rock, and qualified professionals should have flexibility to exercise judgment as to possible alternatives not covered in this practice. This practice is current at the time of issue, but new alternative methods may become available prior to revisions; therefore, users should consult with manufacturers or producers prior to specifying program requirements.This practice offers a set of instructions for performing one or more specific operations. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this practice may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.7 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety and health practices and determine the applicability of regulatory limitations prior to use. Also, the user must comply with prevalent regulatory codes, such as OSHA (Occupational Health and Safety Administration) guidelines, while using this practice. For good safety practice, consult applicable OSHA regulations and other safety guides on drilling (1).

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This guide describes the design, selection considerations, and installation procedures for the placement of polyethylene pipe or conduit below ground using maxi-horizontal directional drilling equipment. The pipes or conduits may be used for various applications including telecommunications, electric power, natural gas, petroleum, water lines, sewer lines, or other fluid transport. Horizontal directional drilling is a form of trenchless technology. The equipment and procedures are intended to minimize surface damage, restoration requirements, and disruption of vehicular or maritime traffic with little or no interruption of other existing lines or services. Mini-horizontal directional drilling (min-HDD) is typically used for the relatively shorter distances and smaller diameter pipes associated with local utility distribution lines. In comparison, maxihorizontal directional drilling (maxi-HDD) is typically used for longer distances and larger diameter pipes common in major river crossings. Applications that are intermediate to the mini-HDD or maxi-HDD categories may utilize appropriate “medi” equipment of intermediate size and capabilities. In such cases, the design guidelines and installation practices would follow those described for the mini- or maxi-HDD categories, as judged to be most suitable for each situation.1.1 This guide describes the design, selection considerations, and installation procedures for the placement of polyethylene (PE) pipe or conduit below ground using maxi-horizontal directional drilling equipment. The pipes or conduits may be used for various applications including telecommunications, electric power, natural gas, petroleum, water lines, sewer lines, or other fluid transport.1.2 Horizontal directional drilling is a form of trenchless technology. The equipment and procedures are intended to minimize surface damage, restoration requirements, and disruption of vehicular or maritime traffic with little or no interruption of other existing lines or services. Mini-horizontal directional drilling (mini-HDD) is typically used for the relatively shorter distances and smaller diameter pipes associated with local utility distribution lines. In comparison, maxi-horizontal directional drilling (maxi-HDD) is typically used for longer distances and larger diameter pipes common in major river crossings. Applications that are intermediate to the mini-HDD or maxi-HDD categories may utilize appropriate “medi” equipment of intermediate size and capabilities. In such cases, the design guidelines and installation practices would follow those described for the mini- or maxi-HDD categories, as judged to be most suitable for each situation.1.3 The values stated in inch-pound units are to be regarded as standard. The values given in parentheses are mathematical conversions to SI units that are provided for information only and are not considered standard.1.4 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use. Section 6 contains general safety information related to the use of maxi-horizontal directional drilling equipment.1.5 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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4.1 The 1998 edition of this standard was written solely for selection of drilling methods for environmental applications and specifically for installation of groundwater monitoring wells. The second revision was made to include geotechnical applications since many of the advantages, disadvantages, and limitations discussed extensively throughout this document also apply to geotechnical design use such as data collection (sampling and in-situ testing) for construction design and instrumentation. Besides installation of monitoring wells (D5092/D5092M, D6724/D6724M), Environmental investigations are also made for sampling, in-situ testing, and installation of aquifer testing boreholes (D4044/D4044M, D4050).4.2 There are other guides for geotechnical investigations addressing drilling methods such as in Eurocode (1, 2)5, U.S. Federal Highway Administration, (3, 4), U.S. Army Corps of Engineers, (5), and U.S. Bureau of Reclamation (6, 7). An authoritative Handbook on Environmental Site Characterization and Ground-Water Monitoring was compiled by Nielsen (8) which addresses drilling methods in detail including the advent of Direct Push methods developed for environmental investigations. Two other major drilling guides have been written by the National Drilling Association (9) and from the Australia Drilling Industry Training Committee (10) and these guides are user for the drillers.4.3 Table 1 lists sixteen classes of methods addressed in this guide. The selection of particular method(s) for drilling/push boring requires that specific characteristics of each site be considered. This guide is intended to make the user aware of some of the various drilling/push boring methods available and the applications, advantages, and disadvantages of each with respect to determining geotechnical and environmental exploration.(A) Actual achievable drilled depths will vary depending on the ambient geohydrologic conditions existing at the site and size of drilling/push boring equipment used. For example, large, high-torque rigs can drill to greater depths than their smaller counterparts under favorable site conditions. Boreholes drilled using air/air foam can reach greater depths more efficiently using two-stage positive-displacement compressors having the capability of developing working pressures of 12 to 17 kPa [250 to 350 psi] and 14 to 21 m3/h [500 to 750 cfm], particularly when submergence requires higher pressures. The smaller rotary-type compressors only are capable of producing a maximum working pressure of 6 kPa [125 psi] and produce 14 to 34 m3/h [500 to 1200 cfm]. Likewise, the rig mast must be constructed to safely carry the anticipated working loads expected. To allow for contingencies, it is recommended that the rated capacity of the mast be at least twice the anticipated weight load or normal pulling load.(B) Soil = S (Cuttings), Rock = R (Cuttings), Fluid = F (some samples might require accessory sampling devices to obtain).(C) I = Incremental sampling, C = continuous sampling.4.3.1 On Table 1, practically all methods allow for coring, but some are much more efficient than others. Some drilling systems such as hollow-stem augers or wireline coring allow for practically continuous coring with minimal time for switching barrels while other drilling methods require the whole drilling equipment be removed from the hole. A prime example is the rate of rock coring using fluid rotary and conventional core barrels versus wireline rock coring. Wireline line rock coring is fast with long continuous runs whereas fluid rotary requires more “trip time” to add and remove shorter length core barrels using drill rods. Table 1 delineates methods where coring is possible, and in general, by either continuous (c) or incremental (i) sampling.4.3.2 Sampling for environmental contaminants in soil, unconsolidated formations or groundwater often requires special considerations. In many environmental applications the use of drilling fluids (air, water, mud or foam) is often discouraged or even prohibited as these fluids may dilute the analytes of interest or even introduce analytes of concern not previously present (see 5.4).4.4 This guide is most often used in conjunction with Guide D6169/D6169M on soil and rock sampling because sampling is the primary activity during drilling/push borings. There are several guides that deal with individual drilling methods (see Guides D5781/D5781M, D5782, D5783, D5784, D5872, D5875/D5875M, and D5876/D5876M) and how to the complete them for water quality monitoring well installations (see Practice D5092/D5092M). Practices on hollow-stem auger (D6151/D6151M) and sonic drilling (D6914/D6914M) were written for both geotechnical and environmental purposes and address sampling methods. Practice D2113 on rock core drilling includes sampling methods.4.4.1 This guide covers direct push methods that are only used to make open holes for testing and sampling. This most often accomplished using dual tube systems and using the tubes for access of the subsurface for water sampling, D6001, soil sampling (D6282/D6282M), well installation (D6724/D6724M, D6725/D6725M) and aquifer testing (D7242/D7242M).4.5 Predominant or Typical Drilling/Push Boring Methods Used for Geotechnical and Environmental Applications: 4.5.1 Geotechnical Investigations in Soils (unconsolidated deposits)—The most commonly used drilling methods for geotechnical exploration are fluid rotary drilling when groundwater is present. Hollow-stem auger drilling is also frequently used especially in arid regions where introduction of fluids is to be avoided in unsaturated soils.4.5.2 Environmental Investigations in soils (unconsolidated deposits)—Most of these investigations are focused on soil contamination or, groundwater quality investigations so introduction of drilling fluids is not desirable and methods which generate minimal waste are highly favored. Direct Push methods were developed because they develop minimal investigative derived waste (IDW). Sonic methods are frequently used and generate minimal IDW but large cores. Hollow-stem augers and fluid rotary are used yet they generate large amounts of IDW.4.5.2.1 At most environmental sites hazardous contaminants are present in the subsurface. Because of this fact any drill cuttings or drilling fluids returned to the surface should be properly handled, contained and stored (drums or roll-off bins, etc.) for sampling and laboratory analysis. Laboratory analyses may be required to verify that hazardous contaminants are not present above regulatory action levels prior to proper disposal. If concentrations of hazardous chemicals in cuttings or waste drilling fluids exceed regulatory action levels the waste may require treatment before disposal or may need to be properly disposed in a hazardous waste landfill. Review pertinent regulations before drilling/push boring to maintain compliance. The generation of contaminated waste drill cuttings and fluids significantly increase the potential for worker exposure to hazardous contaminants. Review pertinent regulations (such as OSHA 1910.120, etc.) to maintain compliance with worker safety and monitoring requirements.4.5.3 Rock, Weathered Rock, and Coarse Cobble Boulder Drilling—Wireline rock coring is used in competent rock and results in the best core recovery. For coarse grained unconsolidated deposits and weathered bedrock samples are very difficult to recover and, rotary air drill through drive casing advancers are often used and require larger drills. Larger sonic drills can also drill and recover rock and boulder formations.4.5.4 Sonic drilling methods have increased in use for both geotechnical and environmental explorations. The method offers very rapid continuous coring with the ability to drill difficult formations with large diameter equipment.4.5.5 Shallow hand auger (D4700) is used for both disciplines but in most cases hand applications are used as part of initial site surveys prior to drilling/push boring or just for characterization of shallow soil sampling. Hand auguring is very labor intensive and has almost been abandoned in favor of using direct push equipment.NOTE 1: The reliability of data and interpretations generated by this practice is dependent on the competence of the personnel performing it and the suitability of the equipment and facilities used. Agencies that meet the criteria of Practice D3740 generally are considered capable of competent testing. Users of this practice are cautioned that compliance with Practice D3740 does not assure reliable testing. Reliable testing depends on several factors and Practice D3740 provides a means of evaluating some of these factors.Practice D3740 was developed for agencies engaged in the testing, inspection, or both, of soils and rock. As such, it is not totally applicable to agencies performing these field practices. Users of this test method should recognize that the framework of Practice D3740 is appropriate for evaluating the quality of an agency performing drilling. Currently, there is no known qualifying national authority that inspects agencies that perform this test method. There is training and certification for drillers that are normally required for critical installations such as water well drilling (NGWA, NDA).1.1 This guide provides descriptions of various methods for site characterization along with advantages and disadvantages associated with each method discussed. This guide is intended to aid in the selection of drilling method(s) for geotechnical and environmental soil and rock borings for sampling, testing, and installation of wells, or other instrumentation. It does not address drilling for foundation improvement, drinking water wells, or special horizontal drilling techniques for utilities.1.2 This guide cannot address all possible subsurface conditions that may occur such as, geologic, topographic, climatic, or anthropogenic. Site evaluation for engineering, design, and construction purposes is addressed in Guide D420. Soil and rock sampling in drill holes is addressed in Guide D6169/D6169M. Pertinent guides and practices addressing specific drilling methods, equipment, and procedures are listed in Section 2. Guide D5730 provides information on most all aspects of environmental site characterization.1.3 The values stated in either SI units or inch-pound units (given in brackets) are to be regarded separately as standard. The values stated in each system may not be exact equivalents; therefore, each system shall be used independently of the other. Combining values from the two systems may result in nonconformance with the standard.1.4 This guide does not purport to comprehensively address all methods and the issues associated with drilling for geotechnical and environmental purposes. Users should seek qualified professionals for decisions as to the proper equipment and methods that would be most successful for their site investigation. Other methods may be available for these methods and qualified professionals should have flexibility to exercise judgment as to possible alternatives not covered in this guide. The guide is current at the time of issue, but new alternative methods may become available prior to revisions. Therefore, users should consult with manufacturers or producers prior to specifying program requirements.1.5 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.5.1 Drilling operators generally are required to be trained for safety requirements such as those of construction and environmental occupational safety programs dictated by country, regional, or local requirements such as the US. OSHA training programs. Drilling safety programs are also available from the National Drilling Association (NDA4U.com) or other country drilling associations.21.6 This guide offers an organized collection of information or a series of options and does not recommend a specific course of action. This document cannot replace education and experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.7 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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4.1 Dual-wall reverse-circulation drilling can be used in support of geoenvironmental exploration and for installation of subsurface water quality monitoring devices in unconsolidated and consolidated sediment or bedrock. Dual-wall reverse-circulation drilling methods allows for the collection of water quality samples at most depth(s), the setting of temporary casing during drilling, and continual sampling of cuttings while drilling fluid is circulating, if warranted or needed. Other advantages of the dual-wall reverse-circulation drilling method include, but are not limited to: (1) the capability of drilling without the introduction of any drilling fluid(s) (for example, drilling mud or similar) to the subsurface; (2) maintenance of borehole stability for sampling purposes and monitoring well installation/construction in poorly-indurated to unconsolidated sediment.4.1.1 The user of dual-wall reverse-circulation drilling for geoenvironmental exploration and monitoring-device installations should be cognizant of both the physical (temperature and airborne particles) and chemical (compressor lubricants and other fluid additives) qualities of compressed air that may be used as the circulating medium.4.2 The application of dual-wall reverse-circulation drilling to geoenvironmental exploration may involve soil or rock sampling, or in situ soil/sediment, rock, or pore-fluid testing.NOTE 2: The user may install a monitoring device within the same borehole wherein sampling, in situ or pore-fluid testing, or coring was performed.4.3 The subsurface water quality monitoring devices that are addressed in this guide consist generally of a screened- or porous-intake device and riser pipe(s) that are usually installed with a filter pack to enhance the longevity of the intake unit, and with isolation seals and low-permeability backfill to deter the vertical movement of fluids or infiltration of surface water between hydrologic units penetrated by the borehole (see Practice D5092). Since a piezometer is primarily a device used for measuring subsurface hydraulic heads, the conversion of a piezometer to a water quality monitoring device should be made only after consideration of the overall quality and integrity of the installation to include the quality of materials that will contact sampled water or gas. Both water quality monitoring devices and piezometers should have adequate casing seals, annular isolation seals, and backfills to deter cross-communication of contaminants between hydrogeologic units.NOTE 3: The quality of the results produced by this guide is dependent on the competence of the personnel performing it and the suitability of the equipment and facilities used. Agencies that meet the criteria of Practice D3740 are generally considered capable of competent and objective testing. Users of this test method are cautioned that compliance with Practice D3740 does not in itself ensure reliable results. Reliable results depend on many factors; Practice D3740 provides a means of evaluating some of those factors.1.1 This guide covers how dual-wall reverse-circulation drilling may be used for geoenvironmental exploration and installation of subsurface water quality monitoring devices. The term reverse circulation with respect to dual-wall drilling in this guide indicates that the circulating fluid is forced down the annular space between the double-wall drill pipe and transports soil/sediment and rock particles to the surface through the inner pipe.NOTE 1: This guide does not include considerations for geotechnical site characterizations that are addressed in a separate guide.1.2 Dual-wall reverse-circulation for geoenvironmental exploration and monitoring-device installations will often involve safety planning, administration, and documentation. This guide does not purport to specifically address exploration and site safety.1.3 The values stated in either SI units or inch-pound units are to be regarded separately as standard. The values stated in each system may not be exact equivalents; therefore, each system shall be used independently of the other. Combining values from the two systems may result in non-conformance with the standard.1.4 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.5 This guide offers an organized collection of information or a series of options and does not recommend a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.6 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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4.1 The application of direct air-rotary drilling to geoenvironmental exploration may involve sampling, coring, in situ or pore-fluid testing, installation of casing for subsequent drilling activities in unconsolidated or consolidated materials, and for installation of subsurface water-quality monitoring devices in unconsolidated and consolidated materials. Several advantages of using the direct air-rotary drilling method over other methods may include the ability to drill rather rapidly through consolidated materials and, in many instances, not require the introduction of drilling fluids to the borehole. Air-rotary drilling techniques are usually employed to advance drill hole when water-sensitive materials (that is, friable sandstones or collapsible soils) may preclude use of water-based rotary-drilling methods. Some disadvantages to air-rotary drilling may include poor borehole integrity in unconsolidated materials without using casing, and the potential for volitization of contaminants and air-borne dust.NOTE 3: Direct-air rotary drilling uses pressured air for circulation of drill cuttings. In some instances, water or foam additives, or both, may be injected into the air stream to improve cuttings-lifting capacity and cuttings return. The use of air under high pressures may cause fracturing of the formation materials or extreme erosion of the borehole if drilling pressures and techniques are not carefully maintained and monitored. If borehole damage becomes apparent, consideration to other drilling method(s) should be given.NOTE 4: The user may install a monitoring device within the same borehole in which sampling, in situ or pore-fluid testing, or coring was performed.4.2 The subsurface water-quality monitoring devices that are addressed in this guide consist generally of a screened or porous intake and riser pipe(s) that are usually installed with a filter pack to enhance the longevity of the intake unit, and with isolation seals and a low-permeability backfill to deter the movement of fluids or infiltration of surface water between hydrologic units penetrated by the borehole (see Practice D5092). Inasmuch as a piezometer is primarily a device used for measuring subsurface hydraulic heads, the conversion of a piezometer to a water-quality monitoring device should be made only after consideration of the overall quality of the installation to include the quality of materials that will contact sampled water or gas.NOTE 5: Both water-quality monitoring devices and piezometers should have adequate casing seals, annular isolation seals, and backfills to deter movement of contaminants between hydrologic units.1.1 This guide covers how direct (straight) air-rotary drilling procedures may be used for geoenvironmental exploration and installation of subsurface water-quality monitoring devices.NOTE 1: The term direct with respect to the air-rotary drilling method of this guide indicates that compressed air is injected through a drill-rod column to a rotating bit. The air cools the bit and transports cuttings to the surface in the annulus between the drill-rod column and the borehole wall.NOTE 2: This guide does not include considerations for geotechnical site characterizations that are addressed in a separate guide.1.2 Direct air-rotary drilling for geoenvironmental exploration will often involve safety planning, administration, and documentation. This guide does not purport to specifically address exploration and site safety.1.3 The values stated in SI units are to be regarded as standard. The values given in parentheses are for information only.1.4 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.5 All observed and calculated values are to conform to the guidelines for significant digits and rounding established in Practice D6026. The procedures used to specify how data are collected/recorded or calculated in this standard are regarded as the industry standard. In addition, they are representative of the significant digits that generally should be retained. The procedures used do not consider material variation, purpose for obtaining the data, special purpose studies, or any considerations for the user’s objective; and it is common practice to increase or reduce the significant digits of reported data to be commensurate with these considerations. It is beyond the scope of this standard to consider significant digits used in analysis method or engineering design.1.6 This guide offers an organized collection of information or a series of options and does not recommend a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.7 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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4.1 Direct-rotary drilling may be used in support of geoenvironmental exploration and for installation of subsurface water-quality monitoring devices in unconsolidated and consolidated materials. Direct-rotary drilling may be selected over other methods based on advantages over other methods. In drilling unconsolidated sediments and hard rock, other than cavernous limestones and basalts where circulation cannot be maintained, the direct-rotary method is a faster drilling method than the cable-tool method. The cutting samples from direct-rotary drilled holes are usually as representative as those obtained from cable-tool drilled holes however, direct-rotary drilled holes usually require more well-development effort. If drilling of water-sensitive materials (that is, friable sandstones or collapsible soils) is anticipated, it may preclude use of water-based rotary-drilling methods and other drilling methods should be considered.4.1.1 The application of direct-rotary drilling to geoenvironmental exploration may involve sampling, coring, in situ or pore-fluid testing, or installation of casing for subsequent drilling activities in unconsolidated or consolidated materials. Several advantages of using the direct-rotary drilling method are stability of the borehole wall in drilling unconsolidated formations due to the buildup of a filter cake on the wall. The method can also be used in drilling consolidated formations. Disadvantages to using the direct-rotary drilling method include the introduction of fluids to the subsurface, and creation of the filter cake on the wall of the borehole that may alter the natural hydraulic characteristics of the borehole.NOTE 3: The user may install a monitoring device within the same borehole wherein sampling, in situ or pore-fluid testing, or coring was performed.4.2 The subsurface water-quality monitoring devices that are addressed in this guide consist generally of a screened or porous intake and riser pipe(s) that are usually installed with a filter pack to enhance the longevity of the intake unit, and with isolation seals and low-permeability backfill to deter the movement of fluids or infiltration of surface water between hydrologic units penetrated by the borehole (see Practice D5092/D5092M). Since a piezometer is primarily a device used for measuring subsurface hydraulic heads, the conversion of a piezometer to a water-quality monitoring device should be made only after consideration of the overall quality of the installation, including the quality of materials that will contact sampled water or gas.NOTE 4: Both water-quality monitoring devices and piezometers should have adequate casing seals, annular isolation seals and backfills to deter movement of contaminants between hydrologic units.1.1 This guide covers how direct (straight) rotary-drilling procedures with water-based drilling fluids may be used for geoenvironmental exploration and installation of subsurface water-quality monitoring devices.NOTE 1: The term direct with respect to the rotary-drilling method of this guide indicates that a water-based drilling fluid is pumped through a drill-rod column to a rotating bit. The drilling fluid transports cuttings to the surface through the annulus between the drill-rod column and the borehole wall.NOTE 2: This guide does not include considerations for geotechnical site characterization that are addressed in a separate guide.1.2 Direct-rotary drilling for geoenvironmental exploration and monitoring-device installations will often involve safety planning, administration and documentation. This standard does not purport to specifically address exploration and site safety.1.3 Units—The values stated in either SI units or inch-pound units (given in brackets) are to be regarded separately as standard. The values stated in each system may not be exactly equivalents; therefore, each system shall be used independently of the other. Combining values from the two system may result in non-conformance with the standard.1.4 All observed and calculated values are to conform to the guidelines for significant digits and rounding established in Practice D6026.1.5 The procedures used to specify how data are collected/recorded or calculated in this standard are regarded as the industry standard. In addition, they are representative of the significant digits that generally should be retained. The procedures used do not consider material variation, purpose for obtaining the data, special purpose studies, or any considerations for the user’s objective; and it is common practice to increase or reduce the significant digits of reported data to be commensurate with these considerations. It is beyond the scope of this standard to consider significant digits used in analysis method or engineering design.1.6 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.7 This guide offers an organized collection of information or a series of options and does not recommend a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.8 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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5.1 Summary: 5.1.1 Residual stresses are present in almost all materials. They can be created during the manufacture or during the life of the material. Residual stresses can be a major factor in the failure of a material, particularly one subjected to alternating service loads or corrosive environments. Residual stress may also be beneficial, for example, the compressive stresses produced by shot peening. The hole-drilling strain-gage technique is a practical general-purpose method for determining residual stresses.1.1 Residual Stress Determination: 1.1.1 This test method specifies a hole-drilling procedure for determining in-plane residual stresses near the surface of an isotropic linearly elastic material. It is applicable to residual stress determinations where the stresses do not vary significantly across the diameter of the drilled hole. The measured stresses are the in-plane residual stresses that exist within the depth of the drilled hole. Stress sensitivity rapidly decreases with depth from the measured surface and deep interior stresses cannot be evaluated. The measured residual stresses are described as “uniform” if they remain approximately constant within the hole depth, “non-unifom” if they vary significantly.1.1.2 In general, “blind” holes are used, where the depth of the drilled hole and therefore the depth of the residual stress evaluation is less than the workpiece thickness. However, for a thin workpiece, it is also possible to do through-thickness measurements of uniform (membrane) stresses using a through-hole.1.2 Stress Measurement Range: 1.2.1 This test method applies in cases where material behavior is linear-elastic. When near-yeild residual stresses are present, it is possible for local yielding to occur due to the stress concentration around the drilled hole. Satisfactory measurement results can be achieved providing the residual stresses do not exceed about 80 % of the material yield stress for blind-hole drilling and about 50 % of the material yield stress for through-hole drilling.1.3 Workpiece Damage: 1.3.1 The hole-drilling method is often described as “semi-destructive” because the damage that it causes is localized and often does not significantly affect the usefulness of the workpiece. In contrast, most other mechanical methods for measuring residual stresses substantially destroy the workpiece. Since hole drilling does cause some damage, this test method should be applied only in those cases either where the workpiece is expendable, or where the introduction of a small shallow hole will not significantly affect the usefulness of the workpiece.1.4 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.5 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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4.1 Casing advancement may be used in support of geoenvironmental exploration and for installation of subsurface water-quality monitoring devices in both unconsolidated and consolidated sediment. Casing advancement systems and procedures used for geoenvironmental exploration and instrumentation installations consist of direct air-rotary drilling utilizing conventional rotary bits or a down-the-hole hammer drill with under reaming capability, in combination with a drill through casing driver.NOTE 1: Direct air-rotary drilling uses pressured air for circulation of drill cuttings. In some instances, water or foam additives, or both, may be injected into the air stream to improve cuttings-lifting capacity and cuttings return. The use of air under high pressures may cause fracturing of the formation materials or extreme erosion of the borehole, if drilling pressures and techniques are not carefully maintained and monitored. If borehole damage becomes apparent, consideration to other drilling method(s) should be given.4.1.1 Casing advancement methods allow for installation of subsurface water quality monitoring devices and collection of water quality samples at depth(s) during drilling.4.1.2 Other advantages of casing advancement drilling methods include: the capability of drilling without the introduction of drilling fluid(s) to the subsurface; maintenance of hole stability for sampling purposes and monitor-well installation/construction in poorly-indurated to unconsolidated materials.4.1.3 The user of casing advancement drilling for geoenvironmental exploration and monitoring device installations should be cognizant of both the physical (temperature and airborne particles) and chemical (compressor lubricants and fluid additives) qualities of compressed air that may be used as the circulating medium.4.2 The application of casing advancement drilling to geoenvironmental exploration may involve soil or rock sampling, or in situ soil, rock, or pore-fluid testing. The user may install a monitoring device within the same borehole wherein sampling, in situ or pore-fluid testing, or coring was performed.4.3 The subsurface water quality monitoring devices that are addressed in this guide consist generally of a screened or porous intake device and riser pipe(s) that are usually installed with a filter pack to enhance the longevity of the intake unit, and with isolation seals and low-permeability backfill to deter the movement of fluids or infiltration of surface water between hydrogeologic units penetrated by the borehole (see Practice D5092). A piezometer is primarily a device used for measuring subsurface hydraulic heads, the conversion of a piezometer to a water quality monitoring device should be made only after consideration of the overall quality and integrity of the installation to include the quality of materials that will contact sampled water or gas. Both water quality monitoring devices and piezometers should have adequate casing seals, annular isolation seals, and backfills to deter communication of contaminants between hydrogeologic units.NOTE 2: The quality of the result produced by this standard is dependent on the competence of the personnel performing it, and the suitability of the equipment and facilities used. Agencies that meet the criteria of Practice D3740 are generally considered capable of competent and objective testing/sampling/evaluation/and the like. Users of this standard are cautioned that compliance with Practice D3740 does not in itself assure reliable results. Reliable results depend on many factors; Practice D3740 provides a means of evaluating some of those factors.1.1 This guide covers how casing advancement drilling and sampling procedures may be used for geoenvironmental exploration and installation of subsurface water quality monitoring devices.1.2 Different methods exist to advance casing for geoenvironmental exploration. Selection of a particular method should be made on the basis of geologic conditions at the site. This guide does not include procedures for wireline rotary casing advancer systems which are addressed in Guide D5786.1.3 Casing advancement drilling methods for geoenvironmental exploration and monitoring-device installations will often involve safety planning, administration, and documentation. This guide does not purport to specifically address exploration and site safety.1.4 The values stated in either SI units or inch-pound units are to be regarded separately as standard. The values stated in each system may not be exact equivalents; therefore, each system shall be used independently of the other. Combining values from the two systems may result in non-conformance with the standard.1.5 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.6 This guide offers an organized collection of information or a series of options and does not recommend a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.7 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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5.1 Sonic drilling is a rapid, primarily dry drilling method (see 5.2), used both in geotechnical applications to avoid hydraulic fracturing, and in environmental site exploration. Geotechnical applications include exploration for tunnels, underground excavations, and installation of instrumentation or structural elements. Sonic drilling methods are used in rocky soils with large diameter casing to obtain continuous samples in materials that are difficult to sample using other methods. It is well suited for projects of a production-orientated nature with a drilling rate faster than most all other drilling methods (Guide D6286). Sonic drilling is used for environmental explorations because sonic drilling offers the benefit of significantly reduced drill cuttings, a major cost element, and reduced drill fluid use and production. Sonic drilling offers rapid formation penetration thereby increasing production. It can reduce fieldwork time generating overall project cost reductions. The continuous core sample recovered provides a representative lithological column for review and analysis. Sonic drilling readily lends itself to environmental instrumentation installation and to in-situ testing. The advantage of a clean cased hole without the use of drilling fluids provides for increased efficiency in instrumentation installation. The ability to cause vibration to the casing string eliminates the complication of monitoring well backfill bridging common to other drilling methods and reduces the risk of casing lockup allowing for easy casing withdrawal during grouting. The clean borehole reduces well development time. Pumping tests can be performed as needed prior to well screen placement to allow for proper screen location. The sonic method is readily utilized in multiple cased well applications which are required to prevent aquifer cross contamination. The installation of inclinometers, vibrating wire piezometers, settlement gauges, and the like can be accomplished efficiently with the sonic method.5.2 The cutting action, as the sonic drilling bit passes through the formation, may cause disturbance to the soil structure along the borehole wall. The vibratory action of directing the sample into the sample barrel and then vibrating it back out can cause distortion of the specimen. Core samples can be hydraulically extracted from the sample barrel to reduce distortion. The use of split barrels, with or without liners, may improve the sample condition but may not completely remove the vibratory effect. When penetrating rock formations, the vibration may create mechanical fractures that can affect structural analysis for permeability and thereby not reflect the true in-situ condition. Sonic drilling in rock will require the use of air or fluid to remove drill cuttings from the face of the bit, as they generally cannot be forced into the formation. Samples collected by the dry sonic coring method from dense, dry, consolidated or cemented formations may be subjected to drilling induced heat, which could be a concern if core sampling for volatile organic compounds using Practice D6640. Heat is generated in these dry formations by the impact of the bit on the formation and the friction created when the core barrel is forced into the formation. The sampling barrel is advanced without drilling fluid whenever possible. Therefore, in very dense formations, drilling fluids may have to be used to remove drill cuttings from the bit face and to control drilling generated heat. In dry, dense formations precautions to control drilling generated heat may be necessary to avoid affecting contaminant presence. The effects of drilling generated heat can be mitigated by shortening sampling runs, changing vibration level and rotation speed, using cooled sampling barrels, collecting larger diameter samples to reduce effect on the interior of the sample, and using fluid coring methods or by using alternate sampling methods such as the standard penetration test type samplers at specific intervals. Heat generated while casing the borehole through dense formations after the core sample has been extracted can be alleviated by potable water injection and/or by using crowd-in casing bits that shear the formation with minimal resistance. Should borehole wall densification be a concern it can be alleviated by potable water injection, by borehole wall scraping with the casing bit, by using a crowd-in style bit, or by injecting natural clay breakdown compounds.5.3 Other uses for the sonic drilling method include mineral investigations. Bulk samples can be collected continuously, quite rapidly, in known quantities to assess mineral content. Aggregate deposits can be accurately defined by using large diameter continuous core samplers that gather representative samples. A limited amount of rock can be effectively penetrated and crushability determined. In construction, projects include freeze tube installations for deep tunnel shafts, piezometers, small diameter piles, dewatering wells, foundation anchors with grouting, and foundation movement monitoring instrumentation. Sonic drills can be used to set potable water production wells. However, production may not equal more conventional potable well drilling techniques because of the need to transport drill cuttings to the surface in short increments. Sonic drill units presently in use are in various sizes and most are truck mounted. Sonic drills can be skid or all-terrain vehicle mounted to access difficult areas.5.4 Sonic drills can be adapted to such other drill methods as conventional rotary (Guide D1583, Guide D5782), down hole air hammer work (Guide D5782), diamond bit rock coring; conventional and wireline (Practice D2113), direct push probing (Guide D6001, Guide D6286), thin wall tube sampling (Practice D1587), and standard penetration test split barrel sampling (Practice D1586). The sonic drilling equipment offers more adaptability than most existing drilling systems. However, it is important to keep in mind that the technique the machine is designed for is the one at which it will be the most efficient. Long term use of sonic drills for other drilling methods may not be cost effective.NOTE 1: The quality of the result produced by this standard is dependent on the competence of the personnel performing it, and the suitability of the equipment and facilities used. Agencies that meet the criteria of Practice D3740 are generally considered capable of competent and objective testing/sampling/inspection/etc. Users of this standard are cautioned that compliance with Practice D3740 does not in itself assure reliable results. Reliable results depend on many factors; Practice D3740 provides a means of evaluating some of those factors. Practice D3740 was developed for agencies engaged in the testing and/or inspection of soils and rock. As such, it is not totally applicable to agencies performing this practice. However, user of this practice should recognize that the framework of Practice D3740 is appropriate for evaluating the quality of an agency performing this practice. Currently there is no known qualifying national authority that inspects agencies that perform this practice.1.1 This practice covers procedures for using sonic drilling methods in the conducting of subsurface exploration for site characterization and in the installation of subsurface monitoring devices.1.2 The use of the sonic drilling method for exploration and monitoring-device installation may often involve preliminary site research and safety planning, administration, and documentation.1.3 Soil or Rock samples collected by sonic methods are classed as group A or group B in accordance with Practices D4220. Other sampling methods (Guide D6169) may be used in conjunction with the sonic method to collect samples classed as group C and Group D. Other drilling methods are summarized in Guide D6286.1.4 Units—The values stated in either inch-pound units or SI units [presented in brackets] are to be regarded separately as standard. The values stated in each system may not be exact equivalents; therefore, each system shall be used independently of the other. Combining values from the two systems may result in non-conformance with the standard. Reporting of test results in units other than in-pound shall not be regarded as nonconformance with this practice.1.5 All observed and calculated values shall conform to the guidelines for significant digits and rounding established in Practice D6026, unless superseded by this standard.1.6 This practice offers a set of instructions for performing one or more specific operations. It is a description of the present state-of-the-art practice of sonic drilling. It does not recommend this method as a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this practice may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.6.1 This practice does not purport to comprehensively address all the methods and the issues associated with drilling practices. Users should seek qualified professionals for decisions as to the proper equipment and methods that would be most successful for their site investigation. Other methods may be available for drilling and sampling of soil, and qualified professionals should have the flexibility to exercise judgment as to possible alternatives not covered in this practice. This practice is current at the time of issue, but new alternative methods may become available prior to revisions, therefore, users should consult manufacturers or sonic drilling services providers prior to specifying program requirements.1.7 This practice does not purport to address all the safety concerns, if any, associated with its use and may involve use of hazardous materials, equipment, and operations. It is the responsibility of the user of this standard to establish appropriate safety and health practices and determine the applicability of regulatory requirements prior to use. For good safety practice, consult applicable OSHA regulations and drilling safety guides.2,3,4

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5.1 Sonic drilling is a rapid, primarily dry drilling method (see 5.2), used both in geotechnical applications to avoid hydraulic fracturing, and in environmental site exploration. Geotechnical applications include exploration for tunnels, underground excavations, and installation of instrumentation or structural elements. Sonic drilling methods are used in rocky soils with large diameter casing to obtain continuous samples in materials that are difficult to sample using other methods. It is well suited for projects of a production-orientated nature with a drilling rate faster than most all other drilling methods (Guide D6286/D6286M). Sonic drilling is used for environmental explorations because sonic drilling offers the benefit of significantly reduced drill cuttings, a major cost element, and reduced drill fluid use and production. Sonic drilling offers rapid formation penetration thereby increasing production. It can reduce fieldwork time generating overall project cost reductions. The continuous core sample recovered provides a representative lithological column for review and analysis. Sonic drilling readily lends itself to environmental instrumentation installation and to in-situ testing. The advantage of a clean cased hole without the use of drilling fluids provides for increased efficiency in instrumentation installation. The ability to cause vibration to the casing string eliminates the complication of monitoring well backfill bridging common to other drilling methods and reduces the risk of casing lockup allowing for easy casing withdrawal during grouting. The clean borehole reduces well development time. Pumping tests can be performed as needed prior to well screen placement to allow for proper screen location. The sonic method is readily utilized in multiple cased well applications which are required to prevent aquifer cross contamination. The installation of inclinometers, vibrating wire piezometers, settlement gauges, and the like can be accomplished efficiently with the sonic method.5.2 The cutting action, as the sonic drilling bit passes through the formation, may cause disturbance to the soil structure along the borehole wall. The vibratory action of directing the sample into the sample barrel and then vibrating it back out can cause distortion of the specimen. Core samples can be hydraulically extracted from the sample barrel to reduce distortion. The use of split barrels, with or without liners, may improve the sample condition but may not completely remove the vibratory effect. When penetrating rock formations, the vibration may create mechanical fractures that can affect structural analysis for permeability and thereby not reflect the true in-situ condition. Sonic drilling in rock will require the use of air or fluid to remove drill cuttings from the face of the bit, as they generally cannot be forced into the formation. Samples collected by the dry sonic coring method from dense, dry, consolidated or cemented formations may be subjected to drilling induced heat, which could be a concern if core sampling for volatile organic compounds using Practice D6640. Heat is generated in these dry formations by the impact of the bit on the formation and the friction created when the core barrel is forced into the formation. The sampling barrel is advanced without drilling fluid whenever possible. Therefore, in very dense formations, drilling fluids may have to be used to remove drill cuttings from the bit face and to control drilling generated heat. In dry, dense formations precautions to control drilling generated heat may be necessary to avoid affecting contaminant presence. The effects of drilling generated heat can be mitigated by shortening sampling runs, changing vibration level and rotation speed, using cooled sampling barrels, collecting larger diameter samples to reduce effect on the interior of the sample, and using fluid coring methods or by using alternate sampling methods such as the standard penetration test type samplers at specific intervals. Heat generated while casing the borehole through dense formations after the core sample has been extracted can be alleviated by potable water injection and/or by using crowd-in casing bits that shear the formation with minimal resistance. Should borehole wall densification be a concern it can be alleviated by potable water injection, by borehole wall scraping with the casing bit, by using a crowd-in style bit, or by injecting natural clay breakdown compounds.5.3 Other uses for the sonic drilling method include mineral investigations. Bulk samples can be collected continuously, quite rapidly, in known quantities to assess mineral content. Aggregate deposits can be accurately defined by using large diameter continuous core samplers that gather representative samples. A limited amount of rock can be effectively penetrated and crushability determined. In construction, projects include freeze tube installations for deep tunnel shafts, piezometers, small diameter piles, dewatering wells, foundation anchors with grouting, and foundation movement monitoring instrumentation. Sonic drills can be used to set potable water production wells. However, production may not equal more conventional potable well drilling techniques because of the need to transport drill cuttings to the surface in short increments. Sonic drill units presently in use are in various sizes and most are truck mounted. Sonic drills can be skid or all-terrain vehicle mounted to access difficult areas.5.4 Sonic drills can be adapted to such other drill methods as conventional rotary (Guide D1583, Guide D5782), down hole air hammer work (Guide D5782), diamond bit rock coring; conventional and wireline (Practice D2113), direct push probing (Guide D6001, Guide D6286/D6286M), thin wall tube sampling (Practice D1587/D1587M), and standard penetration test split barrel sampling (Practice D1586/D1586M). The sonic drilling equipment offers more adaptability than most existing drilling systems. However, it is important to keep in mind that the technique the machine is designed for is the one at which it will be the most efficient. Long term use of sonic drills for other drilling methods may not be cost effective.NOTE 1: The quality of the result produced by this standard is dependent on the competence of the personnel performing it, and the suitability of the equipment and facilities used. Agencies that meet the criteria of Practice D3740 are generally considered capable of competent and objective testing/sampling/inspection/etc. Users of this standard are cautioned that compliance with Practice D3740 does not in itself assure reliable results. Reliable results depend on many factors; Practice D3740 provides a means of evaluating some of those factors. Practice D3740 was developed for agencies engaged in the testing and/or inspection of soils and rock. As such, it is not totally applicable to agencies performing this practice. However, user of this practice should recognize that the framework of Practice D3740 is appropriate for evaluating the quality of an agency performing this practice. Currently there is no known qualifying national authority that inspects agencies that perform this practice.1.1 This practice covers procedures for using sonic drilling methods in the conducting of subsurface exploration for site characterization and in the installation of subsurface monitoring devices.1.2 The use of the sonic drilling method for exploration and monitoring-device installation may often involve preliminary site research and safety planning, administration, and documentation.1.3 Soil or Rock samples collected by sonic methods are classed as group A or group B in accordance with Practices D4220/D4220M. Other sampling methods (Guide D6169/D6169M) may be used in conjunction with the sonic method to collect samples classed as group C and Group D. Other drilling methods are summarized in Guide D6286/D6286M.1.4 Units—The values stated in either inch-pound units or SI units [presented in brackets] are to be regarded separately as standard. The values stated in each system may not be exact equivalents; therefore, each system shall be used independently of the other. Combining values from the two systems may result in non-conformance with the standard. Reporting of test results in units other than in-pound shall not be regarded as nonconformance with this practice.1.5 All observed and calculated values shall conform to the guidelines for significant digits and rounding established in Practice D6026, unless superseded by this standard.1.6 This practice offers a set of instructions for performing one or more specific operations. It is a description of the present state-of-the-art practice of sonic drilling. It does not recommend this method as a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this practice may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.6.1 This practice does not purport to comprehensively address all the methods and the issues associated with drilling practices. Users should seek qualified professionals for decisions as to the proper equipment and methods that would be most successful for their site investigation. Other methods may be available for drilling and sampling of soil, and qualified professionals should have the flexibility to exercise judgment as to possible alternatives not covered in this practice. This practice is current at the time of issue, but new alternative methods may become available prior to revisions, therefore, users should consult manufacturers or sonic drilling services providers prior to specifying program requirements.1.7 This practice does not purport to address all the safety concerns, if any, associated with its use and may involve use of hazardous materials, equipment, and operations. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory requirements prior to use. For good safety practice, consult applicable OSHA regulations and drilling safety guides.2,3,41.8 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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4.1 Cable-tool rigs (also referred to as churn rigs, water-well drilling rigs, spudders, or percussion rigs) are used in the oil fields and in the water-well industry. The Chinese developed the percussion method some 4,000 years ago.4.2 Cable-tool drilling and sampling methods may be used in support of geoenvironmental exploration and for installation of subsurface water quality monitoring devices in both unconsolidated and consolidated materials. Cable-tool drilling and sampling may be selected over other methods based on its advantages, some of which are its high mobility, low water use, low operating cost, and low maintenance. Cable-tool drilling is the most widely available casing-advancement method that is restricted to the drilling of unconsolidated sediment and softer rocks.4.2.1 The application of cable-tool drilling and sampling to geoenvironmental exploration may involve sampling unconsolidated materials. Depth of drill holes may exceed 900 m [3000 ft] and may be limited by the length of cable attached to the bull reel. However, most drill holes for geoenvironmental exploration rarely are needed to go that deep. Rates for cable-tool drilling and sampling can vary from a general average of as much as 7.5 to 9 m/h [25 to 30 ft/h] including setting 200 mm [8 in.] diameter casing to considerably less than that depending on the type(s) of material drilled, and the type and condition of the equipment and rig used.NOTE 2: As a general rule, cable-tool rigs are used to sample the surficial sediments (that is, overburden), and to set surface casing in order that rotary-core rigs subsequently may be set up on the drill hole to core drill hard rock if coring is needed.NOTE 3: The quality of the result produced by this standard is dependent on the competence of the personnel performing it, and the suitability of the equipment and facilities used. Agencies that meet the criteria of Practice D3740 are generally considered capable of competent and objective testing/sampling/evaluation/and the like. Users of this standard are cautioned that compliance with Practice D3740 does not in itself assure reliable results. Reliable results depend on many factors; Practice D3740 provides a means of evaluating some of those factors.4.2.2 The cable-tool rig may be used to facilitate the installation of a subsurface water quality monitoring device(s) including in situ testing devices. The monitoring device(s) may be installed through the casing as the casing is removed from the borehole. The sand line can be used to raise, lower, or set in situ testing device(s). If necessary, the casing may also be left in the borehole as part of the device.NOTE 4: The user may install a monitoring device within the same borehole wherein sampling, in situ, or pore-fluid testing, or coring was performed.1.1 This guide covers cable-tool drilling and sampling procedures used for geoenvironmental exploration and installation of subsurface water quality monitoring devices.1.2 Several sampling methods exist for obtaining samples from drill holes for geoenvironmental purposes and subsequent laboratory testing. Selection of a particular drilling procedure should be made on the basis of sample types needed and geohydrologic conditions observed at the study site.1.3 Drilling procedures for geoenvironmental exploration often will involve safety planning, administration and documentation. This guide does not purport to specifically address exploration and site safety.NOTE 1: This guide does not include considerations for geotechnical site characterizations.1.4 The values stated in either SI units or inch-pound units are to be regarded separately as standard. The values stated in each system may not be exact equivalents; therefore, each system shall be used independently of the other. Combining values from the two systems may result in non-conformance with the standard.1.5 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.6 This guide offers an organized collection of information or a series of options and does not recommend a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.7 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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5.1 Wireline casing advancement may be used in support of geoenvironmental exploration and for installation of subsurface monitoring devices in both unconsolidated and consolidated materials. Use of direct-rotary wireline casing-advancement drilling methods with fluids are applicable to a wide variety of consolidated or unconsolidated materials as long as fluid circulation can be maintained. Wireline casing-advancement drilling offers the advantages of high drilling-penetration rates in a wide variety of materials with the added benefit of the large-diameter drilling rod serving as protective casing. Wireline coring does not require tripping in and out of the hole each time a core is obtained. The drill rods need only be removed when the coring bit is worn or damaged or if the inner core barrel becomes stuck in the outer barrel.5.1.1 Wireline casing advancers may be adapted for use with circulating air under pressure for sampling water-sensitive materials where fluid exposure may alter the core or in cavernous materials or lost circulation occurs (1, 2).4 Several advantages of using the air-rotary drilling method over other methods may include the ability to drill rather rapidly through consolidated materials and, in many instances, not require the introduction of drilling fluids to the borehole. Air-rotary drilling techniques are usually employed to advance the borehole when water-sensitive materials (that is, friable sandstones or collapsible soils) may preclude use of water-based rotary-drilling methods. Some disadvantages to air-rotary drilling may include poor borehole integrity in unconsolidated materials when casing is not used and the possible volatilization of contaminants and air-borne dust. Air drilling may not be satisfactory in unconsolidated or cohesionless soils, or both, when drilling below the groundwater table. In some instances, water or foam additives, or both, may be injected into the air stream to improve cuttings-lifting capacity and cuttings return. Use of water or other additives, or both, should be documented. The use of air under high pressures may cause fracturing of the formation materials or extreme erosion of the borehole if drilling pressures and techniques are not carefully maintained and monitored. If borehole damage becomes apparent, other drilling method(s) should be considered.5.1.2 When air is used as the circulating fluid, the user should consult Refs (1, 2) and Guide D5782.5.2 The application of wireline casing advancement to geoenvironmental exploration may involve sampling of groundwater, soil, or rock; or in situ or pore-fluid testing; or installation of other casings for subsequent drilling activities in unconsolidated or consolidated materials.5.3 The wireline drill rod can act as a temporary casing and may be used to facilitate the installation of a monitoring device. The monitoring device may be installed as the drill rod is removed from the drill hole.NOTE 3: The user may install a monitoring device within the same drill hole wherein sampling or in situ testing was performed.5.4 Wireline casing-advancement rotary-drilling methods use fluid or air circulation to lubricate cutting bits and for removal of drill cuttings. In many cases, additives are added to improve circulation, cuttings return, borehole wall stabilization, and sealing of the borehole wall from fluid loss. The use of fluid or air under high pressures may allow for damage to formation materials by fracturing or excessive erosion if drilling conditions are not carefully maintained and monitored. If undesirable formation damage is occurring or evident, other drilling method(s) should be considered.1.1 This guide covers how direct (straight) wireline rotary casing advancement drilling and sampling procedures may be used for geoenvironmental exploration and installation of subsurface water-quality monitoring devices.NOTE 1: The term “direct” with respect to the rotary drilling method of this guide indicates that a water-based drilling fluid or air is injected through a drill-rod column to rotating bit(s) or coring bit. The fluid or air cools the bit(s) and transports cuttings to the surface in the annulus between the drill rod column and the borehole wall.NOTE 2: This guide does not include the procedures for fluid rotary systems which are addressed in a separate guide, Guide D5783.1.2 The term “casing advancement” is sometimes used to describe rotary wireline drilling because the center pilot bit or core barrel assemblies may be removed and the large inside diameter drill rods can act as a temporary casing for testing or installation of monitoring devices. This guide addresses casing-advancement equipment in which the drill rod (casing) is advanced by rotary force applied to the bit with application of static downforce to aid in the cutting process.1.3 This guide includes several forms of rotary wireline drilling configurations. General borehole advancement may be performed without sampling by using a pilot roller cone or drag bit until the desired depth is reached. Alternately, the material may be continuously or incrementally sampled by replacing the pilot bit with a core-barrel assembly designed for coring either rock or soil. Rock coring should be performed in accordance with Practice D2113.1.4 Units—The values stated in either SI units or Inch-Pound units given in brackets are to be regarded separately as standard. The values stated in each system may not be exactly equivalents; therefore, each system shall be used independently of the other. Combining values from the two system may result in non-conformance with the standard.1.5 All observed and calculated values are to conform to the guidelines for significant digits and rounding established in D6026. The procedures used to specify how data are collected/recorded or calculated in this standard are regarded as the industry standard. In addition, they are representative of the significant digits that generally should be retained. The procedures used do not consider material variation, purpose for obtaining the data, special purpose studies, or any considerations for the user’s objective; and it is common practice to increase or reduce the significant digits of reported data to be commensurate with these considerations. It is beyond the scope of this standard to consider significant digits used in analysis method or engineering design.1.6 Direct rotary wireline drilling methods for geoenvironmental exploration will often involve safety planning, administration, and documentation. This guide does not purport to specifically address exploration and site safety.1.7 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.1.8 This guide offers an organized collection of information or a series of options and does not recommend a specific course of action. This document cannot replace education or experience and should be used in conjunction with professional judgment. Not all aspects of this guide may be applicable in all circumstances. This ASTM standard is not intended to represent or replace the standard of care by which the adequacy of a given professional service must be judged, nor should this document be applied without consideration of a project's many unique aspects. The word “Standard” in the title of this document means only that the document has been approved through the ASTM consensus process.1.9 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.

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