Measuring and Analyzing Particle Size in A Geomorphic Context
Measuring and Analyzing Particle Size in A Geomorphic Context
Switzer, A.D., 2013. Measuring and analyzing particle size in a geomorphic context.
In: Shroder, J. (Editor in Chief), Switzer, A.D., Kennedy, D.M. (Eds.), Treatise on
Geomorphology. Academic Press, San Diego, CA, vol. 14, Methods in
Geomorphology, pp. 224–242.
Abstract
Measuring the particle-size distribution of sediments is a fundamental tool in
geomorphology. Boulder- and cobble-size material is generally measured by direct
measurement whereas a wide variety of techniques are available to determine grain-size
distributions for sand- to clay-dominated sediments. Commonly, a combination of methods
is needed and no particular technique can be considered 'more accurate' or 'more precise'
than another. This chapter reviews the main techniques used to obtain the particle-size
distribution of sediments samples and outlines some of the uses and limitations of each
technique along with a commentary on popular methods to present grain-size data.
Keywords
Cobble-cam; Folk; Geomorphology; Grain size; Particle size; Sedimentation; Settling
tube; Shepard; Sieving; Stokes law; Udden–Wentworth; Wolman pebble count
Glossary
ASTM - ASTM International, (formerly the American Society for Testing and Materials (ASTM)) is an international
standards organization that develops and publishes voluntary consensus technical standards for a wide range of
materials, products, systems, and services.
ISO - The International Organization for Standardization (ISO), is an international standard-setting body composed of
representatives from various national standards organizations.
LDA - Laser diffraction analysis (LDA) is a technique which utilizes properties of the diffraction patterns of a laser beam
passed through a substance, to measure the size of particles. Laser diffraction analysis is based on the principle that the
intensity of light scattered by a particle is directly proportional to the size of the particle. Commonly, the laser is passed
through the substance being examined, and the diffracted light focused onto a detector which measures the angular
distribution of the intensity of the scattered light.
PSA - In geomorphology, particle-size analysis (PSA) can be considered as any measurement of the size distribution of
individual particles in a soil or sediment sample.
PSD - The particle-size distribution (PSD) (also known as grain-size distribution) of a granular material (e.g., sediment) is
a list of values or a mathematical function that defines the relative amounts of particles present, sorted according to size.
SEM - Scanning electron microscopy.
Introduction
The grain or particle-size distribution (PSD) of sediments reflects relative energy and is
one of the fundamental environmental factors that control the erosion on the surface,
transport in the atmosphere, and water bodies and deposition of sediment particles, on the
Earth and other planetary bodies. Particle size is also relevant to many aspects of
engineering, petroleum, and agriculture industries (e.g., controls on aquifer porosity and
permeability in petroleum and groundwater studies). In most landform systems, the PSD of
constituent sediments reflects morphological characteristics associated with the physical
processes of landform development (e.g., Klingeman and Emmett, 1982,McCave and
Syvitski, 1991, Mason and Coates, 2001, Finkl, 2004, Buscombe and Masselink, 2006,
Cheetham et al., 2008 and Warrick et al., 2009). At any site of sediment mobility the PSD
varies considerably through space (e.g., bedforms and landforms) and time, thereby
exerting control over physical transport and sedimentation processes (Warrick et al.,
2009). The variety of grain sizes (Figure 1) encountered by geologists, geomorphologists,
and archeologists means that no one technique can be applied to all environments and
their associated landform components. It is generally desirable to have a convenient,
repeatable, precise, accurate, and representative means by which to assess sediment
grain sizes when reconstructing palaeoenvironments or investigating processes (see
discussions of Syvitski et al., 1991a, Syvitski et al., 1991b, Cheetham et al., 2008 and
Donato et al., 2009). Of course, the variety of landforms and sediments occurring in
depositional systems means that this desire must be traded against logistics of
collection/analysis, sample sizes, representativeness of samples collected versus results
obtained, and in many cases the economics of analysis. A myriad of PSA techniques are
available to the geomorphologist, particularly for those working with sand-sized material. A
number of papers exist that compare different techniques, and in many cases, comment
on the limitations or inaccuracies of one technique with respect to another (e.g., Agrawal et
al., 1991; McCave and Syvitski, 1991, Syvitski et al., 1991b and Konert and
Vandenberghe, 1997; McCave et al., 2006; Cheetham et al., 2008).
Figure 1. - A grain-size
comparator chart (to scale).
The chart shows the different
size fractions from silt (63 µm)
through to large cobbles (128–
256 mm). Such charts are
useful for field comparisons.
Measuring the Size of a Particle
Providing a definition for a ‘particle’ is not an easy task. According to the Dictionary
of Geological Terms, second editon (1984: 370), a particle is “a general term, used without
restriction as to shape, composition, or internal structure, for a separable or distinct unit of
rock e.g. a fragment or grain.” This differs slightly from ‘clasts,’ which are defined as “an
individual constituent grain, or fragment of a detrital sediment or sedimentary rock,
produced by the physical disintegration of a larger rock mass” by the same source (p. 90).
In geomorphology, the particles measured are generally composed of inorganic mineral
grains or rock fragments, although in some cases they may be organic. Some particles will
exhibit relatively molecular homogeneity (e.g., quartz grains) whereas others such as rock
fragments will be inhomogeneous in composition. Invariably, particles in most natural
sediments or soils will also be of varied density and shape (link to other chapter on shape).
This is problematic, particularly when analyzing platy sediments, carbonates, evaporates,
and sediments of highly variable density. One example is the analysis of carbonate grains
(see reviews in Folk and Robles, 1964; Kench and McLean, 1997; Kench, 1997) where the
vastly different densities and shapes occurring in biogenic sediments mean that
measurement devices and techniques will respond differently to the same particle. It is
therefore very important that any researcher compares the results from two different types
of sizing instruments. This chapter is not an attempt at an exhaustive review of the
problems and issues of particle-size analysis (PSA). Throughout the chapter problems that
arise with particular techniques or types of analysis will be considered. In such cases
some topical references will be cited. In order to contain the word length of this paper this
work will primarily deal with an assumption that the basic analysis needs of the reader
pertain to near-spherical grains of homogenous composition, for example, quartz sands.
Grain shape is also covered in detail elsewhere in this volume (link to other chapter on
shape).
Figure 2. - The primary goal of particle-sizing techniques is to provide a number indicative of the particle size.
However, particles are three-dimensional objects for which at least three parameters (length, breadth, and
height) are required for a complete description. Most sizing technques therefore assume that the material
being measured is spherical and report the particle size as the diameter of the ‘equivalent sphere’ which
would give the same response as the particle being measured. Courtesy of Alan Rawle, Malvern Instruments
Ltd.
Choosing the Right Particle-Sizing Technique or Instrument
The particle-sizing instrument and technique selected must be suitable for the
material to be measured and must also provide data to meet the specific needs of the
user. In some cases, this might mean fast, repeatable analyses, or it may mean high-
resolution and very accurate or precise results. In geomorphology and sedimentology, the
determination of the particle-size distribution alone is seldom the ultimate objective;
determining how a particle was transported or investigating the process of deposition or
landform development is generally the reason for the measurement. In this regard, the
characteristic actually being measured and related to size is commonly more important
than the actual particle size. However, particle size still remains one of the key
components in landscape reconstructions and process studies (Cheetham et al., 2008).
For example, sediment samples taken from river paleochannels are commonly analyzed
for PSD. Here, the primary interest is to characterize the deposition mechanism and
palaeoenvironments or to link process and landform together through physical properties.
For example, Chen et al. (1996) used grain size as a proxy for sedimentation velocity to
reconstruct the energy regime of paleochannels in northern China. All different particle-
sizing techniques are likely to produce different size results for the same particle, and all of
them are likely to be technically ‘correct.’ The best instrument for the application (the best
size definition) may be the one that most closely relates the ‘particle size’ to the application
of the user.
This means that each size grade limit is twice as large as the next smaller grade
limit. For example, 32 mm is 25, 64 mm is 26, and so forth.
Using the phi scale also simplified the statistical computations popularized in the
1950s and 1960s (e.g., Folk, 1954, Folk, 1955 and Folk et al., 1970). Folk (1954)
developed and later refined a sediment textural classification scheme to describe mixtures
of mud, sand, and gravel that define the basic descriptive names for both unconsolidated
and lithified sediments. A modification of the phi scale in the 1960s generally agreed that
by adding a nominal value of Do=1 the phi system becomes dimensionless allowing it to
be correctly used for statistical analysis to derive factors such as the inclusive standard
deviation, skewness, and kurtosis of grain-size distributions ( McManus, 1963 and
Krumbein, 1964)
The Udden–Wentworth scale was further modified in the late 1990s by Blair and
McPherson (1999) who upon recognizing that boulder sizes in natural environments can
range well beyond the 4.1 m maximum of the Udden–Wentworth scale, proposed an
expanded size scale to include mega-gravels up to an astonishing 1075 km in diameter
(see Chapter 14.13). Although the original and modified forms of Udden–Wentworth scale
remain the most popular scale in geomorphology, it is becoming apparent that the advent
of laser-based technologies, primarily developed from the materials engineering and
pharmaceutical industries, is reflected in a move to the practice of using microns (µm)
(e.g., Pye and Blott, 2004 and Cheetham et al., 2008).
Table 1. Comprehensive correlation table showing the relationships between phi sizes, millimeter diameters,
size classifications (Wentworth, 1922), and ASTM and Tyler sieve sizes. The table also shows the
corresponding intermediate diameters, grains per milligram, settling velocities, and threshold velocities for
traction
Despite the general consensus on the Udden–Wentworth scale, a considerable and
long-running inconsistency remains. This relates to the finer fractions where despite
agreement on the form of the scale and grade boundaries in the coarser ranges, different
authors still place the silt-clay boundary variously at 2 µm (Briggs, 1977 and Friedman and
Sanders, 1978), which is a size commonly used by soil scientists, or at 4 µm, as in the
original Udden–Wentworth system (Tanner, 1969 and Pettijohn, 1975), or at 3.9 µm. The
same can be said for silt/sand boundary as summarized by a thought provoking, although
not terribly conclusive, discussion on this issue by Hesse (2003). The majority of
geomorphologists place the silt/sand boundary at 63 µm or 4 Phi (see Table 1).
Analytical Techniques
The following section reviews a number of common techniques for the analysis of
materials of different grain sizes. In some cases a step-by-step process is described, for
others references are supplied to key studies where step-by-step explanations can be
found.
Analytical Techniques for Materials Composed Primarily of Sand, Silt, and Clay
Geomorphological investigations of landforms composed primarily of sand, silt, and
clay material, generally require the routine application of PSA (see reviews of Syvitski,
1991a and Syvitski, 1991b; Cheetham et al., 2008).
Several methods of obtaining particle-size distribution data are presently available
for use in sandy/muddy sediments. These include sieve/hydrometer (combined), X-ray
attenuation, scanning electron microscopy (SEM), sedimentation, and laser diffraction
techniques. The particle-size distribution of sediments has many applications in
geomorphology, for example, in fluvial geomorphology the PSA of a candidate deposit
allows for the determination of the paleocurrent conditions required to quarry and transport
sediment grains (Hjulstrom, 1939, Moss, 1962, Moss, 1963 and Miller et al., 1977). Clearly
this is not the only consideration, as grain morphology (see Chapter 14.20) also affects a
particles resistance to entrainment in a fluid and its time in suspension (Folk, 1980;
McCave et al., 2006; Cheetham et al., 2008). In almost all aspects of geomorphology PSA
along with determinants of grain morphology and the analysis of sedimentary structures,
provide a primary diagnostic tools for the interpretation and reconstruction of
palaeoenvironments (e.g., Leopold et al., 1964,Moss, 1972, Reineck and Singh, 1975 and
Schumm, 1977; Folk, 1980; McCave and Syvitski, 1991, Lario et al., 2001, Miall, 2006 and
Cheetham et al., 2008).
Sieving
Sieving is perhaps the oldest and most traditional of the analytical techniques for
sand and gravel sized material (Krumbein and Pettijohn, 1961; Folk, 1980Buller and
McManus, 1979). With an appropriate stack of sieves (Figure 4), particles between 0.002
and 250 mm in size may be separated into regular size class intervals. Although it is
possible to sieve silt particles, sieving is primarily used for size determination of sand-sized
material or greater (McManus, 1988). Sieve screens for dry sieving are commonly made of
strong wire mesh of stainless steel or brass with finer wire meshes used for smaller
particles. In contrast, wet sieving equipment is generally stainless steel or plastic with
Nylon sieves.
Figure 4. Brass sieves of different sizes and a Retch™ sieve shaker. Sieving has been a fundamental grain-
size technique for the best part of a century.
Dry sieving
The coarsest sieve required is placed at the top of the stack in which the square
screen openings become progressively smaller down the stack. Sieving generally gives
the intermediate measure of a particle because of the way particles orient themselves to
pass through the mesh. The particle sieve size can either be defined as the smallest sieve
size through which a particle can pass (Dpass), or as the largest sieve size through which
the particle did not pass, the retaining sieve size (Dret). The number of sieves reflects the
number of size fractions and hence the relative level of analytical detail. Once the sample
is in place, the sieve stack is generally agitated by a mechanical shaker for a
predetermined time interval, usually 15–20 min. The material retained in each sieve is
commonly emptied onto a sheet of paper, by tapping gently in a direction diagonal to the
mesh and sweeping with appropriate sieve brushes to release particles that are stuck in
the mesh (McManus, 1988). Each fraction of sediment obtained is weighed (usually to
0.01 g). The sieve mesh sizes, raw weights, weight percentages, and cumulative
percentages, finer or coarser than the specific sieve, can then be calculated.
where V is the settling velocity, D the particle diameter (mm), ρs and ρ the densities
s
of the grain and water, respectively, g is the gravitational acceleration, and µ is the
dynamic viscosity of the fluid. The size can then be determined by reorganizing to
The pipette method
One inexpensive sizing technique for the mud fraction is the pipette method that
relies on the principle that particles in a dilute suspension settle through a column of water
at velocities that are dependent on their size (see Krumbein and Pettijohn, 1961). If the
sample behaves according to the Stokes Law then repeatedly sampling at a constant
depth in the water column yields progressively finer and finer sediments. Investigating the
temporal variations of particle concentrations at the set depth will indicate the relative
abundance of particles whose diameters may then be calculated. Standard tables of timing
are available (Table 2) although when applying Stokes’ Law the dynamic viscosity of the
water is important and it is therefore important to try to ensure thermal consistency as the
analysis may take several days.
Table 2. Withdrawal times and depth tables for 20, 24, and 32 °C based on Krumbein and Pettijohn
(1961) andMilner, 1962a and Milner, 1962b). Times are in hours (h) minutes (min) and seconds (s)
Generally a pipette is inserted slowly and gently into the fluid until the inlet is at a
given distance below the surface. An initial volume is withdrawn (e.g., 20 ml) at the given
time from the start of settling (based on Stokes law). The sediment-laden fluid is then
released into a small labeled beaker with excess particles washed into the beaker using
distilled water. Successive samples are extracted from the suggested depth in the column
at time intervals which calculations reveal particles of known diameter (see Table 2
afterKrumbein and Pettijohn, 1961). The number of aliquots extracted relates to the
completeness of the dataset. To determine silt and clay content at 20 °C one needs only
withdraw samples at 20 s at 20 cm for silt (4 phi) and 2 h and 3 min at 10 cm for clay (8
phi). The beakers containing the sampled fluids are then dried to constant weight before
weighing. A small correction may be needed for dispersant and this is achieved by
comparing the weights of successive withdrawals as both contain the same amount of
dispersant ( 2% of the original amount of dispersant powder). Since each aliquot is 2% of
the original sediment water mixture a simple calculation will give the full size distribution
based on continued withdrawals to the finest required size. The total weight of sediment
undergoing analysis should be 50 times the sediment extracted in the initial (58 s) sample.
Commonly a stable temperature may be possible but not to the required 20 °C. Tables
have been established for other temperatures (Table 2) where the different viscosities
require the reduction or extension of sampling times. The quantities of initial sample used
vary, although generally 10 and 20 g l−1 give the most satisfactory reproducibility. Higher
concentrations can be hindered by settling convection where upward motion of circulating
waters impedes settling (Kuenan, 1968). The main advantage of this simple technique is
that it requires little specialist equipment and is relatively easy to do.
These two theories are embodied in an analytical instrument called the SediGraph.
Any particle settling in a liquid will achieve a terminal velocity when the gravitational force
balances the buoyancy and drag forces on the particle. This is dependent on the size and
the density of the particle, and the density and viscosity of the liquid. A beam of photons
(X-rays, in this case) passing through a medium is attenuated in proportion to the path
length through the medium, its concentration, and the extinction coefficient of the medium
(Coakley and Syvitski, 1991). Using Stokes and Beer-Lambert laws mean that
interpretation of raw data is achieved to determine the relationship between the basic
measurements and the reported size distribution (Loveland and Whalley, 2001).
SEM can be used to count the number of particles in different size fractions (Ly,
1978; Goldberg and Richardson, 1989). This type of analysis is a time-consuming
technique, but it can be sped up by using a grid of set scale and choosing a field of view
with a specific magnification then counting particles of a particular size fraction (Cheetham
et al., 2008). Automated microscopy and image-analysis techniques can provide a means
of repeatable and routine characterization of particle size and shape using automated
microscopy and image-analysis techniques. Commonly, particle shape information is
generated from the analysis of thousands of particles and displays of particle size and
shape data are s
upported by images of all the particles to provide further visual
understanding of the measurement data (Goldberg and Richardson, 1989). A number of
shape parameters can also be calculated for each particle in order to increase the
sensitivity of the analysis to subtle variations in particle morphology (Cheetham et al.,
2008).
In one recent example Donato et al. (2009) tested a new technique using PSD data and
multivariate cluster analysis (Q-mode) to define modern environmentally defined facies
distributions determined in Sur Lagoon, Oman. In this example they used blind clustering
of PSD data and compared it to surface topography, remote sensing and visual field
surveys. This allowed a comparison of the PSD data to the mapped distribution of
sedimentary facies to determine the effectiveness of PSD for determining lagoon sub-
environments in the geological record (see previous work by Loizeau and Stanley,
1993,1994). Donato et al. (2009) found that surface plots of PSD data allowed a qualitative
interpretation of the characteristics of the entire PSD that can provided key insights into
depositional processes and the dynamics of modern environmental conditions. This
method is especially useful for distinguishing multiple sedimentary processes, which can
appear as additional modes within the PSD (see studies of Pilarczyk et al., 2011; Van
Hengstum et al., 2011). Given the ease at which large amounts of particle size data can
now be obtained, such techniques can now be applied to most depositional environments
and landforms at high spatial or temporal resolution. Donato et al. (2009)noted that a
combination of conventional summary statistics with PSD surface plots increases the utility
of PSA as a paleoenvironmental proxy for identifying changes in clastic and organic
depositional processes in lake sequences. Similar approaches have since been applied to
other environments. One example of recent application is in the investigation of paleo-
landforms in coastal karstic basins (Figure 7) by Van Hengstum et al. (2011). In this
example, sediment particle size is plotted down core using size as the x axis, depth down
core as the y axis and volume as the z axis. The different modes are visible in many cases
and this technique shows particular promise for polymodal sediments.
Figure 7. Sediment particle size data from a coastal karst basin in Bermuda from Van Hengstum et al.
(2011). Sediment samples are plotted down core using size as the x axis, depth down core as the y axis and
volume as the z axis. This technique is based on the work of Bierle (2001) and shows particular promise for
presenting data where high resolution sampling has been conducted on polymodal sediments. Modified and
reproduced from van Hengstum, P.J., Scott, D.B., Gröcke, D.R., Charette, M.A., 2011. Sea level controls
sedimentation and environments in coastal caves and sinkholes. Marine Geology 286(1–4), 35–50.
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