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Stem Water Content Changes Our Understanding of Tree Water Use (Part 2)

This week, we continue highlighting the second of two current research projects (see part one) which use soil moisture sensors to measure volumetric water content in tree stems and why this previously difficult to obtain measurement will change how we look at tree water use.

Image of Tamarisk tree in Sudan

Tamarisk tree: an invasive species dominant in Sudan and arid parts of the United States. (Photo credit: biolib.cz)

Determining Tree Stem Water Content in Drought Tolerant Species

Tadaomi Saito and his research team were interested in using dielectric soil moisture sensors to measure the tree stem volumetric water content of mesquite trees and tamarisk, two invasive species dominant in Sudan and arid parts of the United States. Mesquite is a species that can access deep groundwater sources using their taproots which is how they compete with native species. Tamarisk, on the other hand, uses shallow, saline groundwater to survive.  The team wanted to see if dielectric probes were useful for real-time measurement of plant water stress in these drought-tolerant species and if these measurements could illuminate differing tree water-use patterns.  These sensors could then potentially be used for precision irrigation strategies to assist in agricultural water management.  

Temperature Calibration Was Essential

After calibrating the soil moisture sensors to the wood types in a lab, the team inserted probes into the stems of both trees.  They also monitored groundwater and soil moisture content to try and infer whether or not the trees were plugged into a deep source of water.  Interestingly, Saito found that, unlike soil, where temperature fluctuation is buffered, tree stems are subject to large variations in temperature throughout the course of the day.  This temperature fluctuation interfered with the soil moisture probes’ ability to accurately measure VWC.   The team came up with a simple method for accounting for temperature variability and were then able to obtain accurate VWC measurements.  

Image of a Mesquite tree on a desert mountain slope

Photo credit: desertusa.com

Water Use Depended on Landscape Position

Saito’s results were similar to Ashley Matheny’s study (see part 1), in that they found a lot of different patterns, even in trees of the same species.  Water-use depended on where the trees were on the landscape.  Some of them were tapped into groundwater, and the stem water storage didn’t change no matter how dry the soil became.  Whereas others, depending on their position in the landscape, were very dependent on soil moisture conditions.  

You can read the full study details here.

Implications

Saito’s study illustrates that we see everything about a tree that’s above ground, but we may have no sense of what’s going on below ground.   We can put a soil moisture sensor in the ground and decide there’s plenty of moisture available.  Or if conditions are dry, we may decide the tree is under drought stress, but we don’t know if that tree is tapped into a more permanent source of groundwater.   

Other researchers have put soil moisture sensors in orchards looking at stem water storage from a practical standpoint for irrigation management.  Their data didn’t work out so well because of cable sensitivity where water on the cable created false readings.  However, the data they were able to obtain showed that some of the trees were plugged into water sources that were independent of the soil.  Those trees were able to withstand drought and needed less irrigation, whereas other trees were much more sensitive to soil moisture.  

If we had an inexpensive, easy to deploy measurement device plugged into every tree in an orchard, we could irrigate tree by tree, give them precisely what they needed, and account for their unique situation.

What Does it All Mean?

The interesting thing about using soil moisture sensors in a tree is that stem water content is a difficult-to-obtain piece of information that has now been made easier.  Historically, we’ve focused on measuring sap flow, but that’s just how much water is flowing past the sensor. We’ve measured what’s in the soil: a pool of moisture that’s available to the tree. But some trees are huge in size, such as ones along the coast of California. They’re able to store vast amounts of water above-ground in their tissue.  Understanding how a tree can use that water to buffer or get through periods of drought is a unique research topic that has had very little attention. With these kinds of sensors, we can start to investigate those questions.

Reference: Saito T., H. Yasuda, M. Sakurai, K. Acharya, S. Sueki, K. Inosako, K. Yoda, H. Fujimaki, M. Abd Elbasit, A. Eldoma and H. Nawata , Monitoring of stem water content of native/invasive trees in arid environments using GS3 soil moisture sensor , Vadose Zone Journal , vol.15 (0) (p.1 – 9) , 2016.03

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Stem Water Content Changes Our Understanding of Tree Water Use

In an update to our previous blog, “Soil Moisture Sensors in a Tree?”, we highlight two current research projects using soil moisture sensors to measure volumetric water content (VWC) in tree stems and share why this previously difficult-to-obtain measurement will change how we look at tree water usage.

Image of green leafs with sunlight streaming through them

Researchers explore the feasibility of inserting capacitance soil sensors in tree stems as a real-time measurement.

Soil Moisture Sensors in Tree Stems?

In a recent research project, Ph.D. candidate Ashley Matheny of the University of Michigan used soil sensors to measure volumetric water content in the stems of two species of hardwood trees in a northern Michigan forest: mature red oak and red maple.  Though both tree types are classified as deciduous, they have different strategies for how they use water. Oak is anisohydric, meaning the species doesn’t control their stomata to reduce transpiration, even in drought conditions.  Isohydric maples are more conservative. If the soil starts to dry out, maple trees will maintain their leaf water potential by closing their stomata to conserve water.  Ashley and her research team wanted to understand the different ways these two types of trees use stem water in various soil moisture scenarios.

Historically, tree water storage has been measured using dendrometers and sap flow data, but Ashley’s team wanted to explore the feasibility of inserting a capacitance-type soil sensor in the tree stems as a real-time measurement.  They hoped for a practical way to make this measurement to provide more accurate estimations of transpiration for use in global models.  

Image of a Hardwood tree in northern Michigan in Autumn

Scientists measured volumetric water content in the stems of two species of hardwood trees in a northern Michigan forest: mature red oak and red maple.

Measurements used

Ashley and her team used meteorological, sap flux, and stem water content measurements to test the effectiveness of capacitance sensors for measuring tree water storage and water use dynamics in one red maple and one red oak tree of similar size, height, canopy position and proximity to one another (Matheny et al. 2015). They installed both long and short soil moisture probes in the top and the bottom of the maple and oak tree stems, taking continuous measurements for two months. They calibrated the sensors to the density of the maple and oak woods and then inserted the sensors into drilled pilot holes.  They also measured soil moisture and temperature for reference, eventually converting soil moisture measurements to water potential values.

Results Varied According to Species

The research team found that the VWC measurements in the stems described tree storage dynamics which correlated well with average sap flux dynamics.  They observed exactly what they assumed would be the anisohydric and isohydric characteristics in both trees.  When soil water decreased, they saw that red oak used up everything that was stored in the stem, even though there wasn’t much available soil moisture.  Whereas in maple, the water in the stem was more closely tied to the amount of soil water. After precipitation, maple trees used the water stored in their stem and replaced it with more soil water.  But, when soil moisture declined, they held onto that water and used it at a slower rate.

Red, yellow, green leafs in Autumn

Researchers want to figure out the appropriate level of detail for tree water-use strategy in a global model.

Trees use different strategies at the species level

The ability to make a stem water content measurement was important to these researchers because much of their work deals with global models representing forests in the broadest sense possible.  They want to figure out the appropriate level of detail for tree water-use strategy in a global model. Both oak and the maple are classified as broadleaf deciduous, and in a global model, they’re lumped into the same category. But this study illustrates that if you’re interested in hydrodynamics (the way that trees use water), deciduous trees use different strategies at the species level.  Thus, there is a need to treat them differently to produce accurate models.

Read the full study in Ecosphere.

Reference: Matheny, A. M., G. Bohrer, S. R. Garrity, T. H. Morin, C. J. Howard, and C. S. Vogel. 2015. Observations of stem water storage in trees of opposing hydraulic strategies. Ecosphere 6(9):165. http://dx.doi.org/10.1890/ES15-00170.1

Next week: Part 2 of this article showcases more research being done using soil moisture sensors to measure volumetric water content in tree stems.

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Electrical Conductivity of Soil as a Predictor of Plant Response

Plants require nutrients to grow, and if we fail to supply the proper nutrients in the proper concentrations, plant function is affected. Fertilizer in too high concentration can also affect plant function, and sometimes is fatal.

Grass with dew droplets covering them

Plant function is affected by nutrient concentration.

Most of us have had the experience of fertilizing some part of a lawn too heavily, perhaps by accident, and killing grass in that part of the lawn. Generally, it isn’t the nutrients themselves that cause the damage, it is their effect on the water. Salt in the water reduces its water potential making it less available to the plant. The salt therefore causes water stress in the plant.

Salt in soil comes from the fertilizer we apply, but also from irrigation water and dissolving soil minerals. Relatively small amounts are removed with the plants that are harvested, but most leaches with the water out of the bottom of the soil profile. When water evaporates at the soil surface, or from leaves, it is pure, containing no salt, so evapotranspiration concentrates the salts in the soil. If more salt is applied in the irrigation water than is leached or taken off in harvested plants, the soil becomes more saline and eventually will cease to support agricultural production. Thousands of acres have been lost from production in this way, and production has been drastically reduced on tens of thousands of additional acres.

Super green bamboo stalks

Thousands of acres have been lost from over-fertilization.

Soil Salinity and Electrical Conductivity

Soil salinity has been measured using electrical conductivity for more than 100 years. It is common knowledge that salty water conducts electricity. Whitney and Means (1897) made use of that fact to measure the concentration of salt in soil. Early methods made measurements directly on a soil paste, but the influence of the soil in the paste on the measurement was not fully understood until recently, leading to uncertainty in the measurements. By about 1940 the accepted method for determining soil salinity was to make a saturated paste by a specified procedure, extract solution from the paste, and measure the electrical conductivity of the solution (Richards, 1954). The measurement is referred to as the electrical conductivity of the saturation extract. These values were then correlated with crop response.

Richards (1954) defined 4 soil salinity classes, as shown in Table 1. Crops suitable for these classes are also listed by Richards, but a much more extensive list is given by Rhoades and Lovejoy (1990). For example, bean is listed as a sensitive crop. It can only be grown without yield damage in soils with EC below 2 dS/m. Barley is a tolerant crop. It can be grown without much yield reduction in any soil up to EC of 16 dS/m.

Salinity classes for soils chart

Table 1: Salinity classes for soils

Two other columns are shown in the table. The “salt in soil” column shows how much salt is required to salinize a soil. In terms of the total soil mass, only a small percentage change is needed to make a big difference in salinity, but this would still represent a large addition of fertilizer. A 200 kg/ha addition of fertilizer would represent a fairly high rate. If this were incorporated into the top 15 cm of soil, it would represent

The salt in soil equation

This wouldn’t cause much change in soil salt percentage.

The other column shows osmotic potential of the saturation extract. To give some reference for this number, remember that the nominal permanent wilt water potential of soil is -1500 kPa. Osmotic potentials of plant leaves vary widely depending on species, but -1500 kPa is a kind of median value. The values in the table may seem small compared to the permanent wilt (PW) value, but remember that these are values at saturation. When a soil is saturated, water quickly drains to a “drained upper limit” (UL) water content which is around half the saturation value. The useful water storage of the soil is between the UL and the PW or lower limit water content, which, again, is about half the UL. The concentration of salts at the UL is about the same as at saturation because the water drained away, but the water loss between the UL and PW is typically by evapotranspiration, so little or no salts are lost. The concentration at the lower limit is therefore twice that shown in Table 1, which is significant compared to the permanent wilt water potential. Likewise the osmotic potential of the soil solution after fertilizing with 200 kg/ka and mixing wouldn’t change much, but the same amount of fertilizer concentrated in a band near seed would have a much larger effect.

Understand EC sensor readings

Understanding the difference between electrical conductivity readings in water and in soil can help you make better use of your EC readings. Watch the video to answer questions such as “Why does water that’s 1.9 dS/m not read 1.9 dS/m when it’s in the soil?

 

Learn more

Watch the webinar: “Using electrical conductivity measurements to optimize irrigation”—>

Download the “Researcher’s complete guide to water potential”—>

Download the “Researcher’s complete guide to soil moisture”—>

Next Week: Read part 2 of Electrical Conductivity as a Predictor of Soil Response.

Take our Soil Moisture Master Class

Six short videos teach you everything you need to know about soil water content and soil water potential—and why you should measure them together.  Plus, master the basics of soil hydraulic conductivity.

Watch it now—>

Avocado Growers in Kenya Fight Drought with Recycled Water Bottle Irrigation (Part 2)

Dr. Brent Clothier, Dr. Steve Green, Roberta Gentile and their research team from Plant and Food Research in New Zealand are working in Kenya to alleviate the poverty of the many small-holder farmers who grow avocados in the Central Highlands of Kenya (see part 1). This week, read about an inexpensive irrigation solution for these farmers and how the researchers are developing a plan to manage nutrients.

Flowering avocado plant

The period of water stress in October is at the time of main flowering.

Recycled Water Bottles Provide a Solution

When the team was visited Kenya in early March, the Long Rains had not arrived, and the trees were under water stress. The researchers sought to reduce the impact of drought by using a prototype of a portable drip-irrigation system they developed. They used ‘old’ 20-liter drinking water bottles to deliver water to the trees at 4 L/hr.

Researcher standing with 20 L water bottles used for tree irrigation

20 L water bottles used for tree irrigation.

The bottles can be refilled and moved from tree to tree. By measuring water content in the soil, the team found that the 20 L of drip irrigated water lasted in the soil about 2 days. When the period was increased to 4 days, the root water uptake was reduced over days 3 and 4 after wetting. Thus they recommended the bottle be recharged and reapplied every two days. This enables the bottle to be used on another tree on the intervening day and should help the farmers to reduce the worst impacts of the drought while waiting for the Long Rains to arrive.

People refilling the water bottles in town

Refilling the water bottles.

Replacing Low Soil Nutrients

In another phase of the experiment, Dr. Clothier’s team surveyed soil and plant nutrient contents in the main avocado production regions to assess the current fertility status of the farms. Soils in this region are classified as Nitisols, deep red soils with a nut-shaped structure and high iron content (Jones et al. 2013). These soils have low levels of organic matter and low pH. Soil sampling revealed a decrease in pH and increase in organic matter with altitude in the Kandara valley. This observed gradient is likely attributable to the higher amounts rainfall received in the higher altitudes of the valley, which can increase organic matter production and leach base cations from the soil. Soil and leaf nutrient analyses of the monitoring farms showed similar trends in nutrient availability. There are also low levels of the macronutrients nitrogen and phosphorus and the micronutrient boron in these soils. These nutrients are essential for avocado growth and production. One challenge to improve avocado productivity is finding ways to improve soil nutrient availability and tree nutrition.

Cow resting underneath the shade of a tree

An example of the benefits of a secure revenue-stream: One farmer purchased a new cow, which enables him to meet the nutrient requirements of more avocado trees.

A Plan for Managing Nutrients

The majority of the small-holder farms supplying avocados to Olivado use organic production methods. This means organic amendments such as plant residues, composts and animal manures are required to replenish the nutrients that are exported from the farms and improve soil fertility. Livestock have the potential to provide nutrient amendments for a considerable number of avocado trees. Even better, the input of organic materials will build-up soil organic matter levels, which benefit soil conservation, water holding capacity, pH buffering, and soil biological activity.

The researchers are developing simple nutrient budgets for these avocado trees using yield and fruit nutrient concentration data to assess the quantity of nutrients being exported off-farm in the harvested crop. Using the nutrient concentrations of locally available organic amendments, they will provide recommendations on the amount of organic material needed to sustain soil fertility.

Nutrient balances will be incorporated into a decision support tool to assist small-holder farmers in enhancing their soil and plant nutrition. These budgets will be enhanced by further characterizing the nutrient composition and quantities of available organic matter amendments in the region. The researchers are working to improve these nutrient budget estimates with data specific to the avocado farms in the region. They will also set up demonstration farms to evaluate the production responses to recommended nutrient management practices.

To find out more about Kenyan avocado research contact Brent Clothier: [email protected] .

(This article is a summary/compilation of several articles first printed in WISPAS newsletter)

References:

Jones, A., Breuning-Madsen, H., Brossard, M., Dampha, A., Deckers, J., Dewitte, O., Gallali, T., Hallett, S., Jones, R., Kilasara, M., Le Roux, P., Micheli, E., Montanarella, L., Spaargaren, O., Thiombiano, L., Van Ranst, E., Yemefack, M., Zougmore, R., (eds.) 2013. Soil Atlas of Africa. European Commission, Publications Office of the European Union, Luxembourg. 176 pp.

Download the “Researcher’s complete guide to soil moisture”—>

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Avocado Growers in Kenya Fight Drought with Recycled Water Bottle Irrigation

Dr. Brent Clothier, Dr. Steve Green, Roberta Gentile and their research team from Plant and Food Research in New Zealand are working in Kenya to alleviate the poverty of the many small-holder farmers who grow avocados in the Central Highlands of Kenya. These farmers have old and very large avocado trees. The fruit from these trees are purchased by the company Olivado EPZ who presses over 1300 small-holders’ avocados for oil. Dr. Clothier and his team are investigating how to increase the productivity of the farmers’ avocado trees and increase the quality of the fruit so they yield more oil.

Avocados on an avocado tree

Small-holder farmers grow avocados in the Central Highlands of Kenya.

Reducing Leaf Area to Avoid Water Stress

Because of the age and size of these trees, harvesting of the avocados is difficult and time consuming, and through dropped fruit, the quality of the avocados can be comprised. In addition, any dry season water-stress negatively impacts fruit filling. The research team performed some initial remedial pruning of these trees to develop a more manageable and productive tree form. They sought to assess whether the reduced leaf area would enable the trees to avoid water stress during the dry season of January through March between the short and long rainy seasons. They removed 30-40% of the central limbs of the avocado tree to create a more open canopy form.

The team instrumented two trees with heat-pulse sap-flow probes. One tree was left unpruned and the tree in the photo above was pruned. The tree that was pruned was using between 300-400 liters per day, as expected for a tree of that large size. The unpruned tree was smaller in size, and it was using between 150-250 liters per day during May and June. The selective limb pruning resulted in the rate of water-use dropping to 200-300 liters per day, a drop of 100 liters per day.

Pruned avocado tree

The more open canopy form of the pruned avocado tree.

Determining Tree Water Use During Rainy and Dry Seasons

The team also measured the water-use of four trees of different sizes during the entire season using the compensation heat-pulse method and soil water content. They found the trees’ water-use doubled with the arrival of the Short Rains and then began to decline in early January after the rains ended. The trees were under a degree of water stress prior to the arrival of the (short) Short Rains, and as the weak Short Rains ended early, the trees again went into water stress with only occasional respite due to isolated rainstorms in January and February.

This pattern of water stress presents a challenge for sustaining high levels of avocado production. The period of water stress in October is at the time of main flowering, and researchers who were there noted a carpet of aborted flowers on the orchard floor. They also noticed that the fruit were smaller at one farm than those higher up in the Central Highlands where rainfall is higher and more frequent. Thus, to improve production it is imperative to mitigate the impacts of drought, and this needs to be done without reference to any infrastructure for irrigation.

Next week: Read about an inexpensive irrigation solution for these farmers and how the researchers are developing a plan to manage nutrients.

(This article is a summary/compilation of several articles first printed in WISPAS newsletter)

Download the “Researcher’s complete guide to soil moisture”—>

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Soil Moisture Sensors: Why TDR VS. Capacitance May Be Missing the Point (Part 2)

Dr. Colin S. Campbell discusses whether TDR vs. capacitance (see part 1) is the right question, the challenges facing soil moisture sensor technology, and the correct questions to ask before investing in a sensor system.

Image of plants Growing in a Field

It’s easy to overlook the obvious question: what is being measured?

What are You Trying to Measure?

When considering which soil water content sensor will work best for any application, it’s easy to overlook the obvious question: what is being measured?  Time Domain Reflectometry (TDR) vs. capacitance is the right question for a researcher who is looking at the dielectric permittivity across a wide measurement frequency spectrum (called dielectric spectroscopy). There is important information in these data, like the ability to measure bulk density along with water content and electrical conductivity. If this is the desired measurement, currently only one technology will do: TDR. The reflectance of the electrical pulse that moves down the conducting rods contains a wide range of frequencies.  When digitized, these frequencies can be separated by fast fourier transform and analyzed for additional information.

The objective for the majority of scientists, however, is to simply monitor soil water content instantaneously or over time, with good accuracy. There are more options if this is the goal, yet there are still pitfalls to consider.

Soil moisture sensor close-up

Considerable research has been devoted to determining which soil moisture sensors meet expectation.

Each Technology Has Challenges

Why would a scientist pay $100+ for a soil volumetric water content (VWC) sensor, when there are hundreds of soil moisture sensors online costing between $5 and $15? This is where knowing HOW water content is measured by a sensor is critical.

Most sensors on home and garden websites work based on electrical resistivity or conductivity. The principle is simple: more water will allow more electrons to flow. So conductivity will change with soil water content. But, while it’s possible to determine whether water content has changed with this method, absolute calibration is impossible to achieve as salts in the soil water will change as the water content changes. A careful reading of sensor specs will sometimes uncover the measurement method, but sometimes, price is the only indication.

Somewhere between dielectric spectroscopy and electrical resistance are the sensors that provide simple, accurate water content measurement. Considerable research has been devoted to determining which of these meet expectation, and the results suggest that Campbell Scientific, Delta-T, Stevens, Acclima, Sentek, and METER (formerly Decagon Devices), provide accurate sensors vetted by soil scientists. The real challenge is installing the sensors correctly and connecting them to a system that meets data-collection and analysis needs.

Installation Techniques Affect Accuracy

Studies show there is a difference between mid-priced sensor accuracy when tested in laboratory conditions. But, in the field, sensor accuracy is shown to be similar for all good quality probes, and all sensors benefit from site-specific soil calibration. Why? The reason is associated with the principle upon which they function. The electromagnetic field these sensors produce falls off exponentially with distance from the sensor surface because the majority of the field is near the electrodes. So, in the lab, where test solutions form easily around sensor rods, there are differences in probe performance.  In a natural medium like soil, air gaps, rocks, and other detritus reduce the electrode-to-soil contact and tend to reduce sensor to sensor differences. Thus, picking an accurate sensor is important, but a high-quality installation is even more critical.

Crops with a blue sky background

Improper installation is the largest barrier to accuracy.

Which Capacitance Sensor Works Best?

Sensor choice should be based on how sensors will be installed, the nature of the research site, and the intended collection method. Some researchers prefer a profile sensor, which allows instruments to be placed at multiple depths in a single hole. This may facilitate fast installation, but air gaps in the auger pilot hole can occur, especially in rocky soils. Fixing this problem requires filling the hole with a slurry, resulting in disturbed soil measurements. Still, profile sensor installation must be evaluated against the typical method of digging a pit and installing sensors into a sidewall. This method is time consuming and makes it more difficult to retrieve sensors.

New technology that allows sensor installation in the side of a 10 cm borehole may give the best of both worlds, but still requires backfill and has the challenge of probe removal at the end of the experiment.

The research site must also be a consideration. If the installation is close to main power or easily reached with batteries and solar panels, your options are open: all sensors will work. But, if the site is remote, picking a sensor and logging system with low power requirements will save time hauling in solar panels or the frustration of data loggers running out of batteries.

ZL6 Data Logger

Often times it comes down to convenience.

Data Loggers Can Be a Limitation

Many manufacturers design data loggers that only connect to the sensors they make. This can cause problems if the logging system doesn’t meet site needs. All manufacturers mentioned above have sensors that will connect to general data loggers such as Campbell Scientific’s CR series. It often comes down to convenience: the types of sensor needed to monitor a site, the resources needed to collect and analyze the data, and site maintenance. Cost is an issue too, as sensors range from $100 to more than $3000.

Successfully Measure Water Content

The challenge of setting up and monitoring soil water content is not trivial, with many choices and little explanation of how each type of sensor will affect the final results. There are a wealth of papers that review the critical performance aspects of all the sensors discussed, and we encourage you to read them. But, if soil water content is the goal, using one of the sensors from the manufacturers named above, a careful installation, and a soil-specific calibration, will ensure a successful, accurate water content measurement.

For an in-depth comparison of TDR versus capacitance technology, read: Dielectric Probes Vs. Time Domain Reflectometers

Watch the webinar

In this webinar, Dr. Colin Campbell discusses the details regarding different ways to measure soil moisture and the theory behind the measurements.  In addition, he provides examples of field research and what technology might apply in each situation. The measurement methods covered are gravimetric sampling, dielectric methods including TDR and FDR/capacitance, neutron probe, and dual needle heat pulse.

 

Take our Soil Moisture Master Class

Six short videos teach you everything you need to know about soil water content and soil water potential—and why you should measure them together.  Plus, master the basics of soil hydraulic conductivity.

Watch it now—>

Download the “Researcher’s complete guide to soil moisture”—>

Improved Methods Save Money in Future Borehole Thermal Energy Storage Design

Globally, the gap between the energy production and consumption is growing wider. To promote sustainability, University of California San Diego PhD candidate and ASCE GI Sustainability in Geotechnical Engineering committee member, Tugce Baser, Dr. John McCartney, Associate Professor, and their research team, Dr. Ning Lu, Professor at Colorado School of Mines and Dr. Yi Dong, Postdoctoral Researcher at Colorado School of Mines, are working on improving methods for borehole thermal energy storage (BTES), a system which stores solar heat in the soil during the summer months for reuse in homes during the winter. Baser says, “We are running out of finite energy resources. We need to come up with new strategies to use free and renewable energy resources such as solar energy for a sustainable future.”

Borehole thermal energy storage

Baser’s BTES design.

How it works

BTES systems are an approach to provide efficient renewable resource-based thermal energy to heat buildings. They are configured to store thermal energy collected from solar thermal panels during the summer and discharge the heat to buildings during the winter. They function by circulating a fluid within a closed-loop pipe network installed in vertical boreholes to inject heat collected from solar thermal panels. During winter, cold fluid is circulated through the heat exchangers to recover the heat from the subsurface and distribute it to the buildings. Baser explains, “The subsurface provides an excellent medium to store this heat due to the relatively lower thermal conductivity and lower specific heat capacity especially when the soil layer is in the vadose zone. Lower thermal properties allow us to concentrate the heat in a specific array and the heat losses to the environment are potentially low. These systems typically include an insulation layer and a hydraulic barrier near the ground surface to reduce heat and vapor losses to the atmosphere.”

Image depicts BTES construction

BTES construction.

Why do we need improved methods?

Baser and her team are trying to improve the understanding of heat storage mechanisms and evaluate changes in the rate of heat transfer and heat storage in the vadose zone where the soil is unsaturated. The goal of the project is improve conventional methods by generating models to fit different soil types and situations.  She says, “The European community introduced us to the borehole thermal energy storage systems to provide heat specifically for domestic use, but there is still a chance for us to design them more efficiently by having a full understanding of the thermal response of these systems that is specific to the ground material and subsurface conditions. The primary objective of this research is to understand the mechanisms of coupled heat transfer and water flow in unsaturated soil profiles during the heat injection and subsequent heat extraction into these different arrays and different dimensions of borehole heat exchangers.”

Solar panels propped up outside of a ware house

Solar panels.

Baser and her team working on designing numerical models based on finite element method which improve some of the numerical models in the literature used to characterize the thermal response of the systems. The new models add new considerations, such as the heat pipe effect in different soil types. Baser explains, “Because thermal and hydraulic properties of soils are highly coupled and are specific to soils, the thermal response of a BTES system will be different when it is installed in different types of soils. For example, you see the heat pipe effect where there is evaporation and subsequent condensation in fine grained soils rather than coarse soils because in coarse grain soils the pore characteristics are different. The duration of the heat pipe effect (or convective cycle) is longer in fine grain soils. We conclude that considering coupled heat transfer and water flow in the thermal response of Borehole Thermal Energy Storage system is important.”

Image of a hole which is being used for an in-group heat exchanger

In-ground heat exchanger

Experiments in the field and in the lab help verify the new models

To fully understand heat transfer mechanisms and water flow in unsaturated soils, the research team installed two different SBTS systems at different scales, one in Golden, Colorado School of Mines campus, and the other at the UC San Diego research campus.  Baser says, “The subsurface characteristics of both sites are different, and this gives us the opportunity to investigate the impact of the different soil layers on the thermal response experimentally in a full scale. In addition, the scales of each Borehole Thermal Energy Storage system are different, and we also apply different heat injection rates. We have used these data to further validate our coupled heat transfer and water flow model so that we can use it for design purposes.”

Diagram of soil moisture sensor locations

Soil moisture sensor locations.

Baser started with laboratory heating experiments, in which soil in a large tank is heated by heat exchangers. She installed soil moisture sensors to measure volumetric water content and the temperature and then used the KD2 pro thermal property analyzer (recently updated to TEMPOS) to monitor thermal properties during heating experiments to characterize the coupled thermo-hydraulic relationships. For the field experiments the team uses soil moisture sensors equipped with temperature sensors and the KD2 pro to monitor subsurface temperature fluctuation because during the summertime the air temperature is higher, thus ambient air temperature fluctuation and penetration may become significant.

Baser also uses thermistor strings that include six thermistors at different depths and thermistor pipe plugs, voltage input modules, and flow meters.  She says, “Thermistor pipe plugs and flow meters are used in the manifold to monitor the inlet and outlet fluid temperatures and flow rates in each loop to calculate heat transfer rate into the ground. Flow meters were installed to control flow in each loop because you don’t want to over or underload the borehole loops. The amount of energy that you collect from the solar loop and the amount of energy that you inject into the ground can be used to define the efficiency of the system.” Baser says thermistor strings help monitor the ground temperature during the summer heat loading at different depths. They’re also used to monitor borehole wall temperature over time. The team installed one thermistor string 9 meters away from the heat storage array to see if far field is affected by the heat transfer within the array.

Image of a borehole with insulation to prevent heat loss to the environment

Insulation prevents heat loss to the environment.

The new models will save money in future Borehole Thermal Energy Storage design

Baser says building numerical models and solving them was very complicated and time consuming, but they’ve had good results. She explains, “We’ve recently proved, both experimentally and numerically, that considering coupled thermal and hydraulic relationships are very important for thermal response analysis. Thus, our recommendation is that it’s fine to use the analytical models and user-friendly numerical models that consider constant thermal properties in the design analyses for saturated soils. However, in unsaturated soils, there is a very high possibility that the contribution of heat transfer evaporation and condensation would be missing and the Borehole Thermal Energy Storage system would be oversized, costing a significant amount of money. When dealing with soils in the vadose zone, coupled thermo-hydraulic constitutive relationships in the modeling efforts need to be considered.”

You can learn more about Tugce Baser’s research here.

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Soil Moisture Sensors: Why TDR vs. Capacitance May Be Missing the Point

Time Domain Reflectometry (TDR) vs. capacitance is a common question for scientists who want to measure volumetric water content (VWC) of soil, but is it the right question?  Dr. Colin S. Campbell, soil scientist, explains some of the history and technology behind TDR vs. capacitance and the most important questions scientists need to ask before investing in a sensor system.

Image of a telephone poll standing in front of the ocean

TDR began as a technology the power industry used to determine the distance to a break in broken power lines.

Clarke Topp

In the late 1970s, Clarke Topp and two colleagues began working with a technology the power industry used to determine the distance to a break in broken power lines.  Time Domain Reflectometers (TDR) generated a voltage pulse which traveled down a cable, reflected from the end, and returned to the transmitter. The time required for the pulse to travel to the end of the cable directed repair crews to the correct trouble spot. The travel time depended on the distance to the break where the voltage was reflected, but also on the dielectric constant of the cable environment.  Topp realized that water has a high dielectric constant (80) compared to soil minerals (4) and air (1).  If bare conductors were buried in soil and the travel time measured with the TDR, he could determine the dielectric constant of the soil, and from that, its water content.  He was thus able to correlate the time it took for an electromagnetic pulse to travel the length of steel sensor rods inserted into the soil to volumetric water content. Despite his colleagues’ skepticism, he proved that the measurement was consistent for several soil types.

Close up of solar panels

TDR sensors consume a lot of power. They may require solar panels and larger batteries for permanent installations.

TDR Technology is Accurate, but Costly

In the years since Topp et al.’s (1980) seminal paper, TDR probes have proven to be accurate for measuring water content in many soils. So why doesn’t everyone use them? The main reason is that these systems are expensive, limiting the number of measurements that can be made across a field. In addition, TDR systems can be complex, and setting them up and maintaining them can be difficult.  Finally, TDR sensors consume a lot of power.  They may require solar panels and larger batteries for permanent installations. Still, TDR has great qualities that make these types of sensors a good choice.  For one thing, the reading is almost independent of electrical conductivity (EC) until the soil becomes salty enough to absorb the reflection.  For another, the probes themselves contain no electronics and are therefore good for long-term monitoring installations since the electronics are not buried and can be accessed for servicing, as needed.  Probes can be multiplexed, so several relatively inexpensive probes can be read by one set of expensive electronics, reducing cost for installations requiring multiple probes.

Close up of cracked soil

Many modern capacitance sensors use high frequencies to minimize effects of soil salinity on readings.

Advances in Electronics Enable Capacitance Technology

Dielectric constant of soil can also be measured by making the soil the dielectric in a capacitor.  One could use parallel plates, as in a conventional capacitor, but the measurement can also be made in the fringe field around steel sensor rods, similar to those used for TDR.  The fact that capacitance of soil varies with water content was known well before Topp and colleagues did their experiments with TDR.  So, why did the first attempt at capacitance technology fail, while TDR technology succeeded? It all comes down to the frequency at which the measurements are made.  The voltage pulse used for TDR has a very fast rise time.  It contains a range of frequencies, but the main ones are around 500 MHz to 1 GHz.  At this high frequency, the salinity of the soil does not affect the measurement in soils capable of growing most plants.  

Like TDR, capacitance sensors use a voltage source to produce an electromagnetic field between metal electrodes (usually stainless steel), but instead of a pulse traveling down the rods, positive and negative charges are briefly applied to them. The charge stored is measured and related to volumetric water content. Scientists soon realized that how quickly the electromagnetic field was charged and discharged was critical to success.  Low frequencies led to large soil salinity effects on the readings.  This new understanding, combined with advances in the speed of electronics, meant the original capacitance approach could be resurrected. Many modern capacitance sensors use high frequencies to minimize effects of soil salinity on readings.  

Image of Mars on a close up

NASA used capacitance technology to measure water content on Mars.

Capacitance Today is Highly Accurate

With this frequency increase, most capacitance sensors available on the market show good accuracy. In addition, the circuitry in them can be designed to resolve extremely small changes in volumetric water content, so much so, that NASA used capacitance technology to measure water content on Mars. Capacitance sensors are lower cost because they don’t require a lot of circuitry, allowing more measurements per dollar. Like TDR, capacitance sensors are reasonably easy to install. The measurement prongs tend to be shorter than TDR probes so they can be less difficult to insert into a hole. Capacitance sensors also tend to have lower energy requirements and may last for years in the field powered by a small battery pack in a data logger.   

In two weeks: Learn about challenges facing both types of technology and why the question of TDR vs. Capacitance may not be the right question.

Watch the webinar

In this webinar, Dr. Colin Campbell discusses the details regarding different ways to measure soil moisture and the theory behind the measurements.  In addition, he provides examples of field research and what technology might apply in each situation. The measurement methods covered are gravimetric sampling, dielectric methods including TDR and FDR/capacitance, neutron probe, and dual needle heat pulse.

 

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Take our Soil Moisture Master Class

Six short videos teach you everything you need to know about soil water content and soil water potential—and why you should measure them together.  Plus, master the basics of soil hydraulic conductivity.

Watch it now—>

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Where Will the Next Generation of Scientists Come From?

The Global Learning and Observations to Benefit the Environment (GLOBE) Program is an international science and education program that provides students and the public worldwide with the opportunity to participate in data collection and the scientific process.

Smiling students standing in a huge line

GLOBE has a huge impact in schools around the world.

Its mission is to promote the teaching and learning of science, enhance community environmental literacy and stewardship, and provide research quality environmental observations.  The GLOBE program works closely with agencies such as NASA to do projects like validation of SMAP data and the Urban Heat Island/Surface Temperature Student Research Campaign.  The figure below shows the impact GLOBE is having in schools worldwide.

Places, schools, teachers, pre-service, students, alumni, and GLOBE observations chart

Dixon Butler, former GLOBE Chief Scientist, is excited about the recent African project GLOBE is now participating in called the TAHMO project.  He says, “Right now, in Kenya and Nigeria, GLOBE schools are putting in over 100 new  mini-weather stations to collect weather data, and all that usable data will flow into the GLOBE database.”

Students standing together in front of their school

Participating in real science at a young age gets youth more ready to be logical, reasoning adults.

Why Use Kids to Collect Data?

Dixon says kids do a pretty good job taking research quality environmental measurements.  Working with agencies like NASA gets them excited about science, and participating in real science at a young age gets them more ready to be logical, reasoning adults.  He explains, “The 21st century requires a scientifically literate citizenry equipped to make well-reasoned choices about the complex and rapidly changing world. The path to acquiring this type of literacy goes beyond memorizing scientific facts and conducting previously documented laboratory experiments to acquiring scientific habits of mind through doing hands-on, observational science.”

Dixon says when GLOBE started, the plan was to have the kids measure temperature.  But one science teacher, Barry Rock, who had third-grade students using Landsat images to do ozone damage observations, called the White House and said, “Kids can do a lot more than measure temperature.” He gave a presentation at the White House where he showed a video of two third grade girls looking at Landsat imagery. They were discussing their tree data, and at one point, one said to the other, ‘That’s in the visible. Let’s look at it in the false color infrared.’  At that point, Barry became the first chief scientist of GLOBE, and he helped set up the science and the protocols that got the program started.

Students standing around and talking before class

GLOBE uses online and in-person training and protocols to be sure the students’ data is research quality.

Can GLOBE Data be Used by Scientists?

GLOBE uses online and in-person training and protocols to be sure the students’ data is research quality.  Dixon explains, “There was a concern that these data be credible, so the idea was to create an intellectual chain of custody where scientists would write the protocols in partnership with an educator so they would be written in an educationally appropriate way.  Then the teachers would be trained on those protocols. The whole purpose is to be sure scientists have confidence that the data being collected by GLOBE is usable in research.”

Today GLOBE puts out a Teacher’s’ Guide and the protocols have increased from 17 to 56.  The soil area went from just a temperature and moisture measurement to a full characterization.  Dixon says, “We’ve been trying to improve it ever since, and I think we’re getting pretty good at it.”  

Smiling student looking at the camera

GLOBE students were the only ones going around looking up at the sky doing visual categorization of clouds and counting contrails. It was just no longer being done, except by these students.

What About the Skeptics?

If you ask Dixon how he deals with skeptics of the data collected by the kids, he says, “I tell them to take a scientific approach.  Check out the data, and see if they’re good.  One year, a GLOBE investigator found a systematic error In U-tube maximum/minimum thermometers mounted vertically, which had been in use for over a century, that no one else found. The GLOBE data were good enough to look at and find the problem.  There are things the data are good for and things they’re not good for. Initially, we wanted these data to be used by scientists in the literature, and there have been close to a dozen papers, but I would argue that GLOBE hasn’t yet gotten to the critical mass of data that would make that easier.”

GLOBE did have enough cloud data, however, to be used in an important analysis of geostationary cloud data where the scientist compared GLOBE student data with satellite data Dixon adds, “GLOBE students were the only ones going around looking up at the sky doing visual categorization of clouds and counting contrails. It was just no longer being done, except by GlOBE students. Now GLOBE has developed the GLOBE Observer app that lets everyone take and report cloud observations.”

Young boys smiling at the camera together

Young minds need to experience the scientific approach of developing hypotheses, taking careful, reproducible measurements, and reasoning with data.

What’s the Future of GLOBE?

Dixon says GLOBE’s goal is to raise the next generation of intelligent constituents in the body politic. He says, “I thought about this a lot when I worked for the US Congress.  In addition to working with GLOBE, I now have a non-profit grant-making organization called YLACES with the objective of helping kids to learn science by doing science.  Young minds need to experience the scientific approach of developing hypotheses, taking careful, reproducible measurements, and reasoning with data. Inquiries should begin early and grow in quality and sophistication as learners progress in literacy, numeracy, and understanding scientific concepts. In addition to fostering critical thinking skills, active engagement in scientific research at an early age also builds skills in mathematics and communications. These kids will grow up knowing how to think scientifically. They’ll ask better questions, and they’ll be harder to fool.   I think that’s what the world needs, and I see the environment and science as the easiest path to get there.”

Learn more about GLOBE and its database here and about YLACES at www.ylaces.org.

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Best Research Instrument Hacks

We wanted to highlight innovative ways people have modified their instrumentation to fit their research needs.  Here, Georg von Unold, founder and president of UMS (now METER) illustrates ingenuity in a story that inspired the invention of the first UMS tensiometer and what could be one of the greatest scientific instrument hacks of all time.

Image of the Bavarian Alps with snow on top

The Bavarian Alps

An Early Penchant for Ingenuity

In 1986, graduating German students were required to join the military or perform civil service.  Von Unold chose to do a civil service project investigating tree mortality in the alpine region of the Bavarian Mountains.  He explains, “We were trying to understand pine tree water stress in a forest decline study related to storms in certain altitudes where trees were inexplicably falling over. The hypothesis was that changing precipitation patterns had induced water stress.”  

To investigate the problem, von Unold’s research team needed to find tensiometers that could measure the water stress of plants in the soil, which was not easy. The tensiometers von Unold found were not able to reach the required water potential without cavitating, so he decided to design a new type of tensiometer.  He says, “I showed my former boss the critical points. It must be glued perfectly, the ceramic needed defined porosity, a reliable air reference access, and water protection of the pressure transducer. I explained it with a transparent acrylic glass prototype to make it easier to understand. At a certain point, my boss said, “Okay, please stop. I don’t understand much about these things, but you can make those on your own.”

Two snorkels protecting a data logger from relative humidity

Two snorkels protected a data logger predecessor from relative humidity.

Snorkels Solve a Research Crisis

The research team used those tensiometers (along with other chemical and microbial monitoring) to investigate why trees only in the precise altitude of 800 to 1100 meters were dying. One challenge facing the team was that they didn’t have access to anything we might call a data logger today.  Von Unold says, “We did have a big process machine from Schlumberger that could record the sensors, but it wasn’t designed to be placed in alpine regions where maximum winter temperatures reached -30℃ or below. We had to figure out how to protect this extremely expensive machine, which back then cost more than my annual salary.“

Von Unold’s advisor let him use the machine, cautioning him that the humidity it was exposed to could not exceed 80%, and the temperature must not fall below 0℃.  As von Unold pondered how to do this, he had an idea. Since the forest floor often accumulated more than a meter of snow, he designed an aluminum box with two snorkels that would reach above the snow.  The snorkels were guided to a height of two meters.  Using these air vents, he sucked a small amount of cold, dry air into the box. Then, he took his mother’s hot iron, bought a terminal switch to replace the existing one (so it turned on in the range of 0-30℃), and mounted a large aluminum plate on the iron’s metal plate to better distribute the heat.

Von Unold says, “Pulling in the outside air and heating it worked well. The simple technique reduced the relative humidity and controlled the temperature inside the box. Looking back, we were fortunate there wasn’t condensing water and that we’d selected a proper fan and hot iron. We didn’t succeed entirely, as on hot summer days it was a bit moist inside the box, but luckily, the circuit boards took no damage.”

Fog in trees in a pine forest

Tree mortality factors were only found at the precise altitude where fog accumulated.

Finding Answers

Interestingly, the research team discovered there was more to the forest decline story than they thought. Fog interception in this range was extremely high, and when it condensed on the needles, the trees absorbed more than moisture.  Von Unold explains, “In those days people of the Czech Republic and former East Germany burned a lot of brown coal for heat. The high load of sulfur dioxide from the coal reduced frost resistivity and damaged the strength of the trees, producing water stress.  These combined factors were only found at the precise altitude where the fog accumulated, and the weakened trees were no match for the intense storms that are sometimes found in the Alps.”  Von Unold says once the East German countries became more industrialized, the problem resolved itself because the people stopped burning brown coal.

Share Your Hacks with Us

Do you have an instrument hack that might benefit other scientists?  Send your idea to [email protected].

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Download the “Researcher’s complete guide to water potential”—>