823B05002
AOUATOX Release 2.1 Technical Documentation Addendum	
 AQUATOX FOR WINDOWS

     A MODULAR FATE AND EFFECTS
    MODEL FOR AQUATIC ECOSYSTEMS
               RELEASE 2.1



        ADDENDUM TO RELEASE 2
       TECHNICAL DOCUMENTATION


      Jonathan S. Clough, Warren Pinnacle Consulting, Inc.

                     and

             Richard A. Park, Eco Modeling
                 Prepared under
              EPA Contract 68-C-98-010
             with AQUA TERRA Consultants
                  Prepared for
           U.S. Environmental Protection Agency
             Risk Assessment Division (7403M)
           Office of Pollution Prevention and Toxics
               Washington, D.C. 20460
                  October 2005

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   AQUATOX Release 2.1 Technical Documentation Addendum
                             TABLE OF CONTENTS
 1   INTRODUCTION TO RELEASE 2.1	4
  Background	4
  What's New	4

3   PHYSICAL CHARACTERISTICS	5
  Dynamic Mean Depth	5

4   BIOTA	5
  4.1    Algae	5
    Periphyton Code Changes	6
    Phytoplankton and Zooplankton Residence Time	7
    Periphyton-Phytoplankton Link	8
  4.4    Steinhaus Similarity Index	9

5   REMINERALIZATION	10
  5.2    Nitrogen	10
    Assimilation	11
    Nitrification and Denitrification	12
    lonization of Ammonia	14
  5.3    Phosphorus	16
  5.4    Nutrient Mass Balance	17
    Variable Stoichiometry	18
    Nutrient Loading Variables	18
    Nutrient Output Variables	19
    Mass Balance of Nutrients	19
  5.7    Modeling Dynamic pH	25

7   Toxic Organic Chemicals	28
  7.6    Nonequilibrium Kinetics	28
  7.7    Alternative Uptake Model: Entering BCFs, Kl, and K2	28
  7.8    Half Life Calculation Refinement DT50&DT95	29

8   ECOTOXICOLOGY	30
  8.3    External Toxicity	30

9   REFERENCES	32

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1   INTRODUCTION TO RELEASE 2.1

Background

Nutrients (nitrogen and phosphorus) are leading causes of water quality impairment in the
Nation's rivers, lakes and estuaries. To address this problem, states need the technical resources
to establish nutrient criteria, adopt them into their water quality standards, and implement them
in regulatory programs. Ecosystem models such as AQUATOX that mechanistically simulate
nutrient dynamics can be one tool for deriving and implementing nutrient criteria.

To further assist  in modeling nutrients AQUATOX has been significantly updated since EPA
Release 2 was released.  There have also been several enhancements related to toxicity, along
with improvements to the user interface.  This document is an addendum to the AQUATOX
Release 2  Technical  documentation (EPA-823-R-04-002,  January  2004).   The  document
describes changes in the model that distinguish Release 2.1 from Release 2.

What's New

       The capability to model mean depth dynamically has been included.
   «   Various modifications  to  periphyton modeling,  phytoplankton modeling,  and  a
       periphyton-phytoplankton linkage may be found in the section on biota.
   .   The capability to  export Steinhaus similarity matrices  has been added to  provide  a
       measure of community effects.
   .   The fraction of ammonia that is un-ionized is estimated and reported.
   «   Variable stoichiometry, new nutrient loading variables, new nutrient output variables, and
       strict mass balance of nutrients have all been added to AQUATOX since Release 2.
   •   pH may now be modeled dynamically as a function of a site's total  alkalinity, carbon
       dioxide, and dissolved organic matter.
   «   Additional flexibility has been  added to  the modeling of  toxic organic  chemicals
       including  new uptake and depuration modeling options and the ability to model toxicity
       based on external concentrations.
   •   Libraries now  can be viewed in a "GridMode" spreadsheet form to facilitate comparison
       of chemical or organism parameters.
   •   The complete  setup of a study, including state variable parameter values, loadings, and
       site constants, can be exported to a text file.
   «   The linkage to BASINS has been expanded to include a variety of phosphorus loadings.
       A revised User's Manual for the  BASINS Extension to AQUATOX has been released
       that describes these changes. (EPA-823-B-05-001, October 2005)

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   AQUATOX Release 2.1 Technical Documentation Addendum
3  PHYSICAL CHARACTERISTICS
The following should be inserted before  "Habitat Disaggregation " on p. 3-6.

Dynamic Mean Depth

AQUATOX normally uses an assumption of unchanging mean depth (i.e., mean over the site
area). However, under some circumstances, and especially in the case of streams or rivers, the
depth of the system can change considerably, which could result in a significantly different light
climate for algae. For this reason, an option to import mean depth in meters has been added. A
daily time-series of mean depth values may be  imported into the software (using an interface
found within the site screen by pressing the "Show Mean Depth Panel" button.)  A time-series of
mean depth values  can be estimated given known water volumes  or can be imported from a
linked water hydrology model.

The user-input dynamic mean depth affects the following portions of AQUATOX:

      Light climate, see (38);
    .  Calculation of biotic volumes for sloughing calculations, see (66);
    .  Calculation of vertical dispersion for stratification calculations, Thick in equation (18);
    .  Calculation of sedimentation for plants & detritus, Thick in (135);
    .  Oxygen reaeration, see (158).
    .  Toxicant photolysis and volatilization, Thick in (221) and (230)
4  BIOTA

4.1  Algae

(There have been minor refinements added to Algae Derivatives, and the following should
replace equations 29 and 30 in the Release 2 Technical Documentation)
  dBiomassPlnto
              = Loading + Photosynthesis - Respiration - Excretion


              — Mortality — Predation ± Sinking - Washout ± TurbDiff + •
 dBiomass „„„       ,.     n,       ,   .
 	!ML = Loading + Photosynthesis ~ Respiration - Excretion
     dt                                                                         (30)
             - Mortality - Predation + SedPeri

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where:
       Slough     =    Scour of Periphyton to Phytoplankton, see (la);
       Sedperi     =    Sedimentation of Phytoplankton to Periphyton, see (7a).

       (See page 4-2 of Release 2 Technical Documenation for other terms and equations.)
Periphyton Code Changes
The following should replace the text and equations on p 4-22 and 4-23, up to  "Detrital
Accumulation in Periphyton" on p. 4-23.

Suboptimal light,  nutrients, and temperature cause senescence of cells that bind  the periphyton
and keep them attached to the  substrate.   This effect is represented by a factor, Suboptimal,
which  is computed in modeling the effects of environmental conditions on photosynthesis.
Suboptimal decreases the critical force necessary to cause sloughing.  If the drag force exceeds
the critical force for a  given algal group modified by the Suboptimal factor and an adaptation
factor, then sloughing occurs:

                   If DragForce > SuboptimalOra • FCrit0ro • Adaptation
                   then Slough = Biomass • FracSloughed
                   else Slough = 0                                                  /j  •>
where:
       Suboptimalorg =     factor for Suboptimal nutrient, light, and temperature effect on
                           senescence of given periphyton group (unitless);
       FCritorg      =     critical force  necessary to dislodge  given periphyton group  (kg
                           m/s2);
       Adaptation   -     factor to adjust for mean  discharge of site compared to reference
                           site (unitless);
       Slough       =     biomass lost by sloughing (g/m3);
       FracSloughed =     fraction of biomass lost at one time (97%, unitless).

                  SuboptimalOrg = NutrLimif0rg • LtLimit0ra • TCorr0rg • 20

                  If SuboptimalOra  > 1  then SuboptimalOro - 1


where:
       NutrLimit     -     nutrient limitation  for given  algal group (unitless) computed by
                           AQUATOX, see (47);
       LtLimitorg     =     light  limitation for given algal  group  (unitless)   computed by
                           AQUATOX, see (33); and
       TCorr       -     temperature limitation for a given algal group (unitless) computed
                           by AQUATOX, see (51);
       20           =     factor to desensitize construct.

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The sloughing  construct was tested  and calibrated  (U.S.  E.P.A.,  2001) with  data from
experiments with artificial and woodland streams in Tennessee (Rosemond, 1993, ).  However,
in modeling periphyton at several sites,  it was observed that sloughing appears to be triggered at
greatly  differing mean  velocities.   The  working hypothesis  is that periphyton  adapt to  the
ambient conditions of a particular channel.  Therefore, a factor is  included to adjust for  the
velocity of a given site compared to the reference site in Tennessee.  It is still necessary to
calibrate FCrit for each site to account for intangible differences in channel and flow conditions,
analogous to the calibration of shear stress by  sediment modelers, but the range of calibration
needed is reduced by the Adaptation factor:

                                                Vel2
                                 Adaptation =
                                              0.006634                              (3a)
where:
       Vel          =     velocity for given site (m/s), see (14);
       0.006634     =     mean velocity2 for reference experimental stream (m/s).
The following two sections should be added to the end of Section 4.1, on p. 4-24


Phytoplankton and Zooplankton Residence Time


Phytoplankton and zooplankton can quickly wash out of a short reach, but they may be able to
grow over an extensive reach of a river, including its tributaries. Somehow the volume of water
occupied by the phytoplankton needs to be taken into  consideration.  To solve this problem,
AQUATOX takes into account the "Total Length" of the river being simulated, as opposed to the
length  of the river reach, or "SiteLength" so that phytoplankton and zooplankton production
upstream can be estimated.  This parameter can be directly entered on the Site Data screen or
estimated based on watershed area based on Leopold et al. 1964.

                        TotLength = 1.609 • 1.4 • (Watershed • 0.386)°6                    (4a)

where:
       TotLength  =    total river length (km);
       Watershed  =    land surface area contributing to flow out of the reach (square km);
       1.609      =    km per mile;
       0.386      =    square miles per square km.
If the total length or watershed area  is entered as  zero, the phytoplankton and zooplankton
residence time equations are not used  and Eqs.  63 and 105 of Release 2 are used to calculate
washout.  Otherwise, to simulate the inflow  of plankton from upstream reaches plankton
upstream loadings are estimated as follows:

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   AQUATOX Release 2.1 Technical Documentation Addendum
Loadingupslream = Washoutbwta -\
     Washoutblota      \
TotLength I SiteLength )
                                                                                   (5a)
where:
       Loadingupstream
       Washoutbiota
       TotLength
       SiteLength
     =  loading of plankton due to upstream production (mg/L);
     =  washout of plankton from the current reach (mg/L);
     =  total river length (km);
     =  length of the modeled reach (km).
An integral assumption in this approach is that upstream reaches being modeled have identical
environmental conditions as the reach being modeled and that plankton production in each mile
up-stream will be identical to  plankton production in the  given  reach.  Residence time  for
plankton within the total river  length is estimated as follows:
                            residence
                    Volume  ( TotLength |
                   Discharge { SiteLength )
                                                                                   (6a)
where:
       'residence
       Volume
       Discharge
       TotLength
       SiteLength
        residence time for floating biota within the total river length (d);
        volume of modeled segment reach (m3); see (2, Rel. 2);
        discharge of water from modeled reach (m3/d); see Table 1, Rel. 2;
        total river length (km);
        length of the modeled reach (km).
Periphyton-Phytoplankton Link

Periphyton may slough or be scoured, contributing to the suspended algae; this may be reflected
in the chlorophyll a observed  in the water column.   Previously, AQUATOX assumed that
sloughed periphyton became detritus.   Periphyton may now be linked to a phytoplankton
compartment so that chlorophyll a results reflect the results of periphyton sloughing.  One-third
of periphyton is  assumed  to become phytoplankton  and two  thirds is assumed to become
suspended detritus in a sloughing event.

Additionally, when phytoplankton undergoes sedimentation it will now be incorporated into the
linked periphyton layer if such  a linkage exists.  If multiple periphyton species are linked to a
single phytoplankton species, biomass is  distributed to periphyton weighted by the mass of each
periphyton compartment.
                                 h   A
                                     — Sink
                                           phyta
                                               Mass
                                                                  (7a)
                                                   All Linked Pen

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where:
                       =  sedimentation that goes to periphyton compartment A;
                       =  total sedimentation of linked phytoplankton compartment, see (61,
                          Rel.2);
                       =  mass ofperiphyton compartment A;
       Mass AH Lmked Pen  =  mass of all periphyton compartments linked to the
                          relevant phytoplankton compartment.

If no linkage is present, settling phytoplankton are assumed to contribute to sedimented detritus.
4.4  Steinhaus Similarity Index

                        This section should be added to page 4-45.

Within the differences graph portion of the output interface, a user may now select to write a set
of Steinhaus similarity indices in Microsoft Excel format. The Steinhaus index (Legendre and
Legendre  1998) measures  the  concordance in values (usually  numbers  of individuals, but
biomass in this application) between two samples for each species.  A  Steinhaus index of 1.0
indicates that  all species have  identical biomass in  both simulations (i.e., the perturbed and
control  simulations);  an index of 0.0  indicates  a  complete  dissimilarity between the two
simulations.

The equation for the Steinhaus index is as follows:

                             n     ,
                          2•^mm(Biomass ,„,„„„; , Biomass ^pc,,u,lva
                               t                                \
                            ^(Biomass , ioalrol + Biomass , pmmbed)
                                                                                    (8a)

where:
       S               =  Steinhaus similarity index at time t;
       Biomass ,_COntroi   =  biomass of species i, control scenario at time t;
       Biomass , pcnurbeci =  biomass of species i, perturbed scenario at time t.

A time-series of indices is written for each day of the simulation representing the similarity on
that date.  Separate indices are written out for plants, all animals, invertebrates only, and fish
only.

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   AQUATOX Release 2.1 Technical Documentation Addendum
5  REMINERALIZATION
5.2   Nitrogen
Replace Section 5.2 with  the following section.  Note:  equations 138 and 139 have been
removed as they are now replaced with the Remineralization calculation below (9a).

Two nitrogen compartments, ammonia and nitrate, are  modeled.  Nitrite occurs in  very low
concentrations and  is rapidly  transformed  through  nitrification and  denitrification (Wetzel,
1975); therefore, it  is modeled with nitrate. Un-ionized ammonia (NHs) is not  modeled as a
separate state variable but is estimated as a fraction of ammonia (lOa).  Ammonia is assimilated
by algae and macrophytes and is converted to nitrate as a result of nitrification:

            dAmmonia    T    ,.      „       ,.        ,,.  .f
            	 = Loading + Remineralization - Nitrify - Assimilation Ammoma       „ ...
                at                                                                 (137)
                        - Washout ±  TurbDiff
where:
   dAmmonia/dt     =  change in concentration of ammonia with time (g/m3-d);
   Loading         =  loading of nutrient from inflow (g/m3-d);
   Remineralization  =  ammonia derived from detritus and biota (g/m3-d), see (9a);
   Nitrify           =  nitrification (g/m3-d), see (144);
   Assimilation      =  assimilation of nutrient by plants (g/m -d), see (141) and (142);
   Washout         -  loss of nutrient due to being carried downstream (g/m3-d), see (16)
   TurbDiff         =  depth-averaged  turbulent   diffusion  between   epilimnion   and
                       hypolimnion if stratified (g/m3-d), see (22) and (23).

Remineralization includes all processes by which ammonia is produced from animal, plants, and
detritus, including decomposition, excretion, and other processes required to maintain variable
stoichiometry (see Table 2 on page 22):

  Remineralization =  PhotoResp + DarkResp + AnimalResp  + AnimalExcr
                  + DetritalDecomp + AnimalPredation + NutrRelDefecation
                  + NutrRelPlantSink + NutrRelMortality + NutrRelGameteLoss
                  + NutrRelColonization + NutrRelPeriScour
where:
   PhotoResp         =  algal excretion of ammonia due to photo respiration (g/m3-d);
   DarkResp          =  algal excretion of ammonia due to dark respiration (g/m3-d);
                                       10

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    AnimalResp         =   excretion of ammonia due to animal respiration (g/m-d);
    AnimalExcr         =   animal excretion of excess  nutrients  to  ammonia  to maintain
                           constant org. to n ratio as required (g/m3-d);
    DetritalDecomp      =   nitrogen release due to detrital decomposition (g/m3-d);
    AnimalPredation     —   change in nitrogen content necessitated when an animal consumes
                           prey with a different nutrient content (g/m3-d);
    NutrRelDefecation   =   ammonia released from animal defecation (g/m3-d);
    NutrRelPlantSink    =   ammonia balance from sinking of plants and conversion to detritus
                           (g/m3-d);
    NutrRelMortality     =   ammonia balance from  biota mortality and conversion to detritus
                           (g/m3-d);
    NutrRelGameteLoss  =   ammonia  balance  from gamete loss and  conversion to detritus
                           (g/m3-d);
    NutrRelColonization =   ammonia balance from colonization of refractory detritus into labile
                           detritus (g/m3-d);
    NutrRelPeriScour    =   ammonia  balance when periphyton  is scoured and converted to
                           phytoplankton and suspended detritus. (g/m3-d);
Nitrate  is  assimilated  by  plants  and  is  converted  to  free  nitrogen  (and lost)  through
denitrification:

          dNitrate
          	 = Loading + Nitrify - Denitrify - AssimM,,ra!e - Washout  ± TurbDiff    (140)
             dt
where:
       dNitrate/dt    =     change in concentration of nitrate with time (g/m3-d);
       Loading       =     user entered loading of nitrate, including atmospheric deposition;
       and
       Denitrify      =     denitrification (g/m3-d).
Free nitrogen can be fixed by blue-green algae.  Both nitrogen fixation and denitrification are
subject to environmental controls and are difficult to model with any accuracy; therefore, the
nitrogen cycle is represented with considerable uncertainty.
Assimilation

Nitrogen compounds are assimilated by plants as a function of photosynthesis in the respective
groups (Ambrose et al, 1991):
       Assimilation Ammoma= I.PI™, ( Photosynthesisplant • Uptake Nitrooen • NH4PreJ)             (141)
                                        11

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       Assimilation Ni,,a!e = I/>w (Photosynthesis Plant • Uptake N[!rogen • (1 - NH4PreJ))         (142)

where:
       Assimilation         =      assimilation rate  for given nutrient (g/m3-d);
       Photosynthesis =     rate of photosynthesis (g/m3-d), see (31);
       UptakeNitrogen        =      fraction of photosynthate that is nitrogen (unitless, 0.01975
                           if nitrogen-fixing, otherwise 0.079);
       NH4Pref           -      ammonia preference factor (unitless).

Only 23 percent of nitrate is nitrogen, but 78 percent  of ammonia is nitrogen. This results in an
apparent preference for ammonia.  The  preference  factor is  calculated with  an  equation
developed by Thomann and Fitzpatrick (1982) and cited and used in WASP (Ambrose et al.,
1991):

                Arrr,n  f         N2NH4 • Ammonia • N2NO3 • Nitrate
                NH4Pref =
                           (KN + N2NH4 • Ammonia) • (KN + N2NO3 • Nitrate)
                                                                                    (143)
                                   N2NH4 • Ammonia • KN
                (N2NH4 • Ammonia + N2NO3 • Nitrate) • (KN + N2NO3 • Nitrate)
where:
       N2NH4      =     ratio of nitrogen to ammonia (0.78);
       N2NO3      =     ratio of nitrogen to nitrate (0.23);
       KN          =     half-saturation constant for nitrogen uptake (g N/m3);
       Ammonia     =     concentration of ammonia (g/m3); and
       Nitrate       =     concentration of nitrate (g/m3).

For algae other than blue-greens, Uptake is the Redfield (1958) ratio; although other ratios (cf.
Harris, 1986) may be used by editing the parameter screen.  At this time nitrogen-fixation by
blue-greens is represented by using a smaller uptake ratio, thus "creating" nitrogen.
Nitrification and Denitrification

Nitrification is the conversion of ammonia to nitrite and then to nitrate by nitrifying bacteria; it
occurs primarily at the sediment-water  interface (Effler et al.,  1996).  The maximum rate of
nitrification,  corrected  for the area  to volume  ratio, is  reduced by  limitation factors for
suboptimal dissolved oxygen and pH, similar to the way that decomposition is modeled, but
using the more restrictive correction for suboptimal temperature used for plants and animals:
                                        12

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              Nitrify = KNitri
    Area
   Volume
DOCorrection • TCorr • pHCorr • Ammonia
(144)
where:
       Nitrify
       KNitri
       Area          -
       Volume
       DOCorrection
       TCorr        -
       pHCorr
       Ammonia     '•
nitrification rate (g/m3-d);
maximum rate of nitrification (m/d);
area of site or segment (m );
volume of site or segment (m3); see (2);
correction for anaerobic conditions (unitless) see (131);
correction for suboptimal temperature (unitless); see (51);
correction for suboptimal pH (unitless), see (133); and
concentration of ammonia (g/m3).
The nitrifying bacteria have narrow environmental optima; according to Bowie et al. (1985) they
require aerobic conditions with a  pH between 7 and 9.8, an optimal temperature  of 30  , and
minimum and maximum temperatures of 10  and 60  respectively (Figure 60, Figure 61).
              Figure 60
       Response to pH, Nitrification
               EFFECT OF pH
              6.4     7.8     9.2    106
          57     71     8,5     9.9
                      PH
                                    Figure 61
                      Response to Temperature, Nitrification
                              STROGANOV FUNCTION
                                  NITRIFICATION
                                                 Q
                                                                    ropt
                              10   20   30   40    50   60
                                   TEMPERATURE (C)
In contrast, denitrification (the conversion of nitrate and nitrite to free nitrogen) is an anaerobic
process, so that DOCorrection enhances the process (Ambrose et al., 1991):
               Denitrify = KDenitri • (1 - DOCorrection) • TCorr • pHCorr • Nitrate
                                                         (145)
where:
       Denitrify
       KDenitri
       Nitrate
denitrification rate (g/m3-d);
maximum rate of denitrification (g ammonia/g nitrate); and
concentration of nitrate (g/m3).
                                        13

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Furthermore,  it is accomplished by  a large  number  of reducing  bacteria under anaerobic
conditions and with broad environmental tolerances (Bowie et al., 1985; Figure 62, Figure 63).
             Figure 60
     Response to pH, Denitrification
              EFFECT OF pH
             48
6.6
8.4
10.2
                5.7
   7.5
   9.3
                     PH
                                          Figure 61
                            Response to Temperature, Denitrification
                                    STROGANOV FUNCTION
                                        DECOMPOSITION
                                                                  TOpt
                                     10
                            20   30   40   50
                            TEMPERATURE (C)
                                                                                60
lonization of Ammonia

The un-ionized form of ammonia, NHa, is toxic to invertebrates and fish.  Therefore, it is often
singled  out  as  a water quality criterion.  Un-ionized  ammonia is  in equilibrium with the
ammonium ion,  NH4+, and the proportion is  determined by pH and temperature.  Previous
versions of AQUATOX did not differentiate the forms of ammonia.  However, now that pH is a
dynamic variable (see new section 5.7), it is useful to report NHs as well as total ammonia (Nth
+ NH4+).

The computation of the fraction of total ammonia that is un-ionized is relatively straightforward
(Bowie etal. 1985):
                             FracNHl
                                                 10*** p»
                             NH3  =  FracNH3 • Ammonia
                                                 2729.92
                              pkh   =  0.09018 +
                                                 TKelvin
                                                             (lOa)
                                                             (lla)

                                                             (12a)
where:
       FracNHS
       pkh
       NH3
       Ammonia
       TKelvin
       fraction of un-ionized ammonia (unitless);
       hydrolysis constant;
       un-ionized ammonia (mg/L);
       total ammonia (mg/L); see (137, Rel. 2)
       temperature (°K).
The relative contributions of temperature and pH can be  seen by graphing the fraction of un-
ionized ammonia against each of those variables in simulations of Lake Onondaga (Figures 1 and
                                       14

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2). As inspection of the construct would suggest, un-ionized ammonia has a linear relationship
to temperature and a logarithmic relationship to pH, which causes it to be sensitive to extremes
in pH.
                                      Fraction NH3
                                                                     -FracNHS
                                                                      Temp
                                                             0
              Sep-88   Apr-89   Oct-89   May-90  Nov-90   Jun-91
               Figure 1. Fraction of un-ionized ammonia roughly following temperature.
                                      Fraction NH3
                                                                     -FracNHS
                                                                      PH
              Sep-88  Apr-89   Oct-89   May-90   Nov-90   Jun-91
              Figure 2. Fraction of un-ionized ammonia affected by extreme values of pH.


The construct was verified with the same set of data from Lake Onondaga as was used for the pH
verification (Effler et al. 1996). It fits the observed data well (Figure 3).
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                                     Fraction NH3
                                                           - Frac NH3
                                                            Obs frac NH3
                                                       	Poly. (Obs frac IMH3)|
               Feb-
                89
Apr-
 89
May- Jul-89 Aug-  Oct-
 89         89    89
Dec-
 89
        Figure 3. Comparison of predicted and observed fraction of NH3 for Lake Onondaga, NY.
                                Data from (Effler et al. 1996).
5.3   Phosphorus

Replace Section 5.2 with the following section.  Note:  equations 147 and 148 have been
removed as they are now replaced with the Remineralization calculation below (13a).
                    dt
where:
   ^Phosphate/At    =
   Loading         =
   Remineralization =
   Assimilation     =
   Washout         =
   TurbDiff
               dPhosphate
                         - = Loading + Remineralization - Assimilation phospha,e
                                                               (146)
                            - Washout ± TurbDiff
   change in concentration of phosphate with time (g/m3-d);
   loading of nutrient from inflow (g/m3-d);
   phosphate derived from detritus and biota (g/m3-d), see (13a);
   assimilation of nutrient by plants (g/m3-d), see (149);
   loss of nutrient due to being carried downstream (g/m3-d), see (16)
   depth-averaged   turbulent   diffusion   between  epilimnion   and
   hypolimnion if stratified (g/m3-d), see (22) and (23).
As was the case with ammonia, Remineralization includes all processes by which phosphate is
produced  from animal, plants, and detritus, including decomposition, excretion, and  other
processes required to maintain mass balance given variable stoichiometry (see Table 3 on page
24):
                                       16

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    AQUATQX Release 2.1 Technical Documentation Addendum	


  Remineralization = PhotoResp +  DarkResp  + AnimalResp + AnimalExcr
                   + DetritalDecomp + AnimalPredation + NutrRelDefecation
                   + NutrRelPlantSink + NutrRelMortality + NutrRelGameteLoss
                   + NutrRelColonization + NutrRelPeriScour
                                                             (13a)
where:
    PhotoResp
    DarkResp
    AnimalResp
    AnimalExcr

    DetritalDecomp
    A nimalPredation

    NutrRelDefecation
    NutrRelPlantSink

    NutrRelMortalitv
    NutrRelGameteLoss =
    NutrRelColonization =
    NutrRelPeriScour   =
=  algal excretion of phosphate due to photo respiration (g/m3-d);
   algal excretion of phosphate due to dark respiration (g/m -d);
   excretion of phosphate due to animal respiration (g/m3-d);
   animal  excretion of  excess  nutrients to phosphate  to  maintain
   constant org. to p ratio as required (g/m3-d);
   phosphate  release due to detrital decomposition (g/m -d);
   change in phosphate content necessitated when an animal consumes
   prey with a different nutrient content (g/m3-d);
   phosphate released from animal defecation (g/m3-d);
   phosphate balance from sinking of plants and conversion to detritus
   (g/m3-d);
   phosphate  balance from biota  mortality and conversion to detritus
   (g/m3-d);
   phosphate  balance  from gamete  loss and  conversion to detritus
   (g/m3-d);
   phosphate  balance  from colonization  of refractory  detritus  into
   labile detritus (g/m3-d);
   phosphate  balance when periphyton is scoured and  converted  to
   phytoplankton and suspended detritus.  (g/m3-d);
At this time AQUATOX models only phosphate available for plants; a correction factor in the
loading screen allows the user to scale total phosphate loadings to available phosphate. A future
enhancement could be to consider phosphate precipitated with calcium carbonate, which would
better represent the dynamics of marl lakes; however, that  process is  ignored in the current
version.  A default value is provided for average atmospheric  deposition, -but this  should be
adjusted  for  site  conditions.   In particular, entrainment of dust from tilled fields and  new
highway  construction can cause significant increases in phosphate loadings.  As with nitrogen,
the uptake parameter is the Redfield (1958) ratio; it may be edited if a different ratio is desired
(cf. Harris,  1986).
5.4  Nutrient Mass  Balance

This section should be inserted on p.  5-17 as the new section 5.4.  Current Sections  5.4
(Dissolved Oxygen) and 5.5 (Carbon Dioxide), should  be renumbered  as 5.5 and 5.6,
respectively
                                       17

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   AQUATOX Release 2.1 Technical Documentation Addendum	


Variable Stoichiometry

A notable simplification in  AQUATOX has been the assumption of constant  Stoichiometry
across trophic  levels.   However,  in  order  to  better model  nutrients, the latest version  of
AQUATOX allows the ratios of elements in organic  matter to vary considerably.  This is
accomplished by providing editable fields for N:organic matter and P:organic matter for each
compartment.  Furthermore,  the wet to dry ratio is editable for all compartments; it had been
hard-wired with a value of 5.

In order to  maintain the specified ratios for each compartment, the model now explicitly
accounts for processes that balance the ratios during transfers, such as excretion coupled with
consumption  and  nutrient  uptake  coupled  with colonization.    Nutritional  value  is  not
automatically related to Stoichiometry in the model, but it is implicit in default egestion values
provided with various food sources.  Table 1 shows the default stoichiometric values suggested
for the model based on two references (Elser et al. 2000) (Sterner and Elser 2002).
                  Table 1: Default Stochiometric Values in AQUATQX
Compartment
Refrac. detritus
Labile detritus
Phytoplankton
Bl-greens
Periphyton
Macrophytes
Cladocerans
Copepods
Zoobenthos
Minnows
Shiner
Perch
Smelt
Bluegill
Trout
Bass
Frac. N
(dry)
0.002
0.059
0.059
0.059
0.04
0.018
0.09
0.09
0.09
0.097
0.1
0.1
0.1
0.1
0.1
0.1
Frac. P
(dry)
0.0002
0.007
0.007
0.007
0.0044
0.002
0.014
0.006
0.014
0.0149
0.025
0.031
0.016
0.031
0.031
0.031
Reference
Sterner & Elser 2002
Same as phytoplankton
Sterner & Elser 2002
same as phytoplankton for now
Sterner & Elser 2002
Sterner & Elser 2002
Sterner & Elser 2002
Sterner & Elser 2002
same as cladocerans for now
Sterner 2000
Sterner 2000
Sterner 2000
Sterner 2000
same as perch for now
same as perch for now
same as perch for now
Nutrient Loading Variables

Often water quality data are given as total nitrogen  and phosphorus.   In order  to improve
agreement  with monitoring  data, AQUATOX  can now accept both  loadings  and  initial
conditions as "Total N" and "Total P." This is made possible by accounting for the nitrogen and
phosphorus  contributed by suspended and dissolved  detritus  and phytoplankton and  back-
calculating the amount that must be available as freely dissolved nutrients. The precision of this
conversion is aided by the model's variable Stoichiometry. For nitrogen:
                                       18

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    AQUATOX Release 2.1 Technical Documentation Addendum


                        N      = N    - N           - N
                          Dissolved     Total    SuipendedDetritus    SuspendedPIants

where:
        ^Dissolved       =    bioavailable dissolved nitrogen (g/m3 d); see (137 & 140, Rel. 2);
        Njotai          -    loadings of total nitrogen as input by the user (g/m3 d);
        NsuspendedDetntus  =    nitrogen in suspended detritus loadings (g/m3 d);
        N SuspendedPIants   -    nitrogen in suspended plant loadings (g/m3 d).
In acknowledgment of the way it is used in the model, the phosphorus state variable is now
designated "Total Soluble P." Phosphorus that is not bioavailable (i.e. immobilized phosphorus/
acid soluble phosphorus) may be specified using the FracAvail parameter as shown here:

                   TSP = FracAvail(PTolal - PSuspendedDetntus - PSuspendedPlants }                   ( 1 5a)
where:
        TSP           =    bioavailable phosphorus (g/m3 d); see (146, Rel. 2);
        FracAvail      =    user input bioavailable fraction of phosphorus;
        P Total          =    loadings of total phosphorus (g/m3 d);
                       =    phosphorus in suspended detritus loadings (g/m3 d);
                       =    phosphorus in suspended plant loadings (g/m3 d).
Nutrient Output Variables

In order to compare model results with monitoring data, total phosphorus, and total nitrogen are
now calculated as output variables.  This is accomplished by the reverse of the calculations for
the loadings:  the contributions of the  nutrient  in  the freely dissolved state  and tied up in
phytoplankton and dissolved and particulate organic matter are calculated and summed.

Biochemical oxygen demand (BOD5)  is  computed  as  the sum  of the  contributions  from
phytoplankton and labile  dissolved and  particulate  organic matter using a conversion of 1.35
BOD/organic matter.
Mass Balance of Nutrients

New variables for tracking mass  balance  and nutrient fate have been added to the output as
detailed below.  Phosphorus and Nitrogen  now balance mass to machine accuracy.  To maintain
mass balance, nutrients are tracked through many interactions.  The mass balance and nutrient
fate tracking variables are:
       Nutrient Tot. Mass: Total mass of nutrient in the system in kg
       Nutrient Tot. Loss:  Total loss of nutrient from system since simulation start, kg
       Nutrient Tot. Washout: Total washout since simulation start, kg
                                         19

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    AQUATOX Release 2.1 Technical Documentation Addendum	


        Nutrient Wash, Dissolved:  Washout in dissolved form since simulation start, kg
        Nutrient Wash, Animals: Washout in animals since start, kg
        Nutrient Wash, Detritus: Washout in detritus since start, kg
        Nutrient Wash, Plants: Washout in plants since start, kg
        Nutrient Loss Emergel: Loss of nutrients in emerging insects since start, kg
        Nutrient Loss Denitrif.: Denitrification since start, kg
        Nutrient Burial: Burial of nutrients since start, kg
        Nutrient Tot. Load:  Total nutrient load since start, kg
        Nutrient Load, Dissolved: Dissolved nutrient load since start, kg
        Nutrient Load as Detritus: Nutrient load in detritus since start, kg
        Nutrient Load as Biota: Nutrient load in biota since start, kg
        Nutrient Root Uptake: Load of nutrients into sytem via macrophyte roots since start, kg
        Nutrient MB Test:  Mass balance test, total Mass + Loss - Load: Should stay constant
        Nutrient Exposure:  Exposure of buried nutrients
        Nutrient Net Layer Sink: For stratified systems, sinking since start, kg
        Nutrient Net TurbDiff:  For stratified systems, Turbdiff since start, kg
        Nutrient Net Layer Migr.: For stratified systems, migration since start, kg
        Nutrient Total Net Layer: Net movement over layers, kg
        Nutrient Mass Dissolved: Total mass of dissolved nutrient in system, kg
        Nutrient Mass Detritus: Total mass of nutrient in detritus in system, kg
        Nutrient Mass Animals:  Total mass of nutrient in animals in system, kg
        Nutrient Mass Plants:  Total mass of nutrient in plants in system, kg

Please  make  careful  note of the units presented  in  the  list above.  Load and  loss terms are
calculated in terms of "kg since the start of the simulation," total mass units are "kg at the current
moment."

A simplified diagram of the nitrogen and phosphorus cycles  can be found in Figures 4 and 5.  A
full accounting of the  18 nutrient linkages and all  external loads and losses  for nitrogen and
phosphorus is also provided in Tables 2 and 3.
                                             20

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  AOUATQX Release 2.1 Technical Documentation Addendum
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        AQUATOX Release 2.1 Technical Documentation Addendum
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  AQUATQX Release 2.1 Technical Documentation Addendum
There are instances in which nutrients can be moved to and from compartments that are not in
the model domain.  For example, when NOs undergoes denitrification and becomes free nitrogen
the free nitrogen is no longer tracked within AQUATOX.  An example of nutrients entering the
model domain comes with the growth of macrophytes. Rooted macrophytes are not limited by a
lack of nutrients  in the water column as  nutrients are derived from the sediment.  Therefore,
when photosynthesis of macrophytes produces growth, the nutrient content within the leaves of
the macrophytes  is assumed to originate  from the pore waters of the sediments which is not
modeled in this version of AQUATOX.

In some cases, when concentrations  of nutrients in the water column drop to zero, perfect mass
balance of nutrients will not be maintained. Nutrient to organic matter ratios within organisms
do not vary over  time, therefore transformation of organic matter (e.g. consumption, mortality,
sloughing, and sedimentation) occasionally requires that a nutrient difference be made up from
the water column.  If there are no available nutrients in the water column, a slight loss of mass
balance is possible.

The mass associated with each component  can be plotted, as in Figure 6.
            ONONDAGA LAKE, NY (PERTURBED) 7/5/2004 723:35 PM
                         (Epilimnion Segment)
                                                                — N Tot. Mass (kg)
                                                                —- N Mass Dissolved (kg)
                                                                — N Mass Detritus (kg)
                                                                — N Mass Animals (kg)
                                                                   N Mass Plants (kg)
                                                                   N Wash, Animals (kg)
                                                                — N Wash, Detritus (kg)
                                                                   NWash, Plants (kg)
                                                                   N Loss Emerge! (kg)
                                                                — N Loss Denitrif. (kg)
                                                                   N Burial (kg)
                                                                — N Load as Detritus (kg)
                                                                   N Load as Biota (kg)
                                                                — N Root Uptake (kg)
           1/18/1989  5/18/1989 9/15/1989  1/13/1990 5/13/1990 9/10/1990   1/8/1991
Figure 6 Distribution of predicted mass of nitrogen in Lake Onondaga NY.
5.7   Modeling Dynamic pH

(add this section to the end of chapter 5)
                                        25

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  AQUATOX Release 2.1 Technical Documentation Addendum	


Dynamic pH is important in simulations for several reasons.   As demonstrated in section 5.2,
ionization of ammonia is sensitive to pH.  Furthermore, hydrolysis of organic chemicals can be
sensitive to pH.  Both these relationships are modeled in AQUATOX.  In addition, the viability
of organisms and bioaccumulation and toxiciry of organic chemicals can be dependent on pH;
these relationships are not currently modeled by AQUATOX.

Many models follow the  example  of Stumm  and  Morgan  (1996)  and  solve  simultaneous
equations for pH,  alkalinity,  and the complete carbonate-bicarbonate  equilibrium  system.
However, this approach requires more data than are often available, and the iterative solution of
the equations entails an additional computational burden—all for a precision that is unnecessary
for ecosystem models. The alternative is to restrict the range of simulated pH to that of normal
aquatic systems and to make simplifying assumptions that allow a semi-empirical computation of
pH (Marmorek et al. 1996, Small and Sutton 1986). That is the approach taken for AQUATOX.

The computation is good for the pH range of 4  to 8.25, where the carbonate ion is negligible and
can thus be ignored.  The derivation  is given by Small and Sutton (1986), with a correction for
dissolved organic carbon (Marmorek et al. 1996). It incorporates a quadratic function of carbon
dioxide; and it is a nonlinear function of mean alkalinity and the concentration of refractory
dissolved organic carbon (humic and fulvic acids), by means of an inverse hyperbolic  sine
function:
                                                               DOC}
 „„ ,       ADA  „.„( Alkalinity-5.1
pHCalc  =   A + B • ArcSmH	
                            I          C
                                                                                  (16a)
where:
       pHCalc
       ArcSinH
       Alkalinity     =
       DOC

       5.1           =	
       A   =  -Log-J Alpha
       B   =  l/ln(10)
       C   =  2 • JAlpha
       Alpha   =  H2CO3 * • CCO2 + pkw
         pH;
         inverse hyperbolic sine function;
         mean Gran alkalinity (ueq CaCOs/L);
         refractory dissolved organic carbon (mg/L); calc. from (114, 115,
         Rel 2);
         average ueq of organic ions per mg of DOC;
       H2CO3*  =  10
                       -(657-00118 J + 000012 T T) 092
where:
       H2CO3*
       CCO2
       pkw
       T
       0.92
         first acidity constant;
         COi expressed as ueq/L; see (164, Rel. 2);
         ionization constant for water (le-14);
         temperature (°C); see (24, Rel. 2);
         correction factor for dissolved CO2
Calibration and verification of the construct used data from nine lakes and ponds in the National
Eutrophication Survey (U.S. Environmental Protection Agency, 1977), two observations on Lake
                                       26

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  AQUATQX Release 2.1 Technical Documentation Addendum
Onondaga, NY, from before and after closure of a chlor-alkali plant (Effler et al., 1996), and one
observation in a river (Figure 7).  The correction factor for CC>2 was obtained by fitting the data
to the unity line, but ignoring the two highest points because the construct does not predict  pH
above 8.25.
                            6.0
                                  Observed vs. Predicted pH
7.0
    8.0
Predicted pH
9.0
10.0
               Figure 7  Comparison of predicted and observed pHs from selected lakes.
The construct also was verified using time-series data from Lake Onondaga, NY (Figure 8).  The
observed data were  interpolated from the 2-m depth pH isopleths on a graph (Effler et al. 1996),
introducing some uncertainty into the comparison.
                          Predicted pH, Lake Onondaga NY
                                                             AQUATOX
                                                            • Observed
                                                            • Poly. (Observed)
                   Feb-  Apr-  May- Jul-89 Aug-  Oct-  Dec-
                    89    89   89        89    89    89
          Figure 8. Comparison of predicted and observed pH values for Lake Onondaga, NY.
                                 Data from (Effler et al. 1996).
                                        27

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  AQUATOX Release 2.1 Technical Documentation Addendum
7  Toxic Organic Chemicals
7.6  Nonequilibrium Kinetics

The following text and  equation should replace Equation  (251)  on page  7-24 and the
descriptive paragraph preceding it.

Given the latest model formulations and testing, it is not necessary to  normalize an uptake rate
constant (Difj) based on competing uptake rates. The Runge-Kutta dufferential equation solver
effectively removes any issues of excessive  chemical uptake and toxicant  mass balance  is
maintained at all times. Therefore:

                                  Diff = \ti                                     (251)
7.7  Alternative Uptake Model: Entering BCFs, K1, and K2

The following should be added to the end of Chapter 7, on page 7-36.

When performing bioaccumulation calculations, the default behavior of the AQUATOX model is
to allow the user to enter elimination rate constants (K2)  for all plants  and animals  for a
particular organic  chemical.  K2 values may  also be estimated based on the  LogKow of the
chemical. Uptake  in plants is a function of log KQW while gill uptake in animals is a function of
respiration and chemical uptake  efficiency.  The AQUATOX default model works well for a
wide variety of bioaccumulative organic chemicals, but some chemicals are subject to very rapid
uptake and depuration are not effectively modeled using these relationships.

For this reason, an alternative uptake model is provided to the user.  In the chemical toxicity
record, the user may enter two of the three factors defining uptake (BCF, Kl, K2) and the third
factor is calculated using the below relationship:
                                            K2
                                                                                (17a)
where:      BCF    =  bioconcentration factor (L/kg dry);
              Kl    =  uptake rate constant (L/kg dry day);
              K2    —  elimination rate constant (1/d).

Given these parameters, AQUATOX calculates uptake and depuration in plants and animals as
kinetic processes.

                          Uptake = Kl • ToxState • Biomass • 1 e - 6                      /< o \


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  AQUATOX Release 2.1 Technical Documentation Addendum	


                               Depuration = K2-ToxState


where:     Uptake    =   uptake rate within organism (|ng/L day);
              Kl    =   uptake rate constant (L/kg dry day);
         ToxState    =   concentration of toxicant in organism in water
         Biomass    =   concentration organism in water (mg/L)
             le-6    =   (kg/mg)
       Depuration    =   loss rate within organism (^ig/L day);
              K2    =   elimination rate constant (1/d).
Dietary uptake of chemicals by animals is not affected by this alternative parameterization.
7.8  Half Life Calculation Refinement DT50 & DT95

The half-life estimation  capability with AQUATOX has been  significantly upgraded  since
Release 2.  AQUATOX now estimates time to  50% (half-lives,  DTSOs)  and time to 95%
chemical loss (DT95s) independently in bottom sediment and in the water column. Estimates are
produced at each output time-step depending on the average loss rate during that time-step in that
medium.
                Hydrolysis Water + Photolysis + Microbial Waler + Washout + Volat. + Sorption
                                                                                  (20a)
where:   Loss
   Hydrolysis
       Photolysis
    Microbial
                             Microbial Sed + Hydrolysis w + Desorption
                           =                —      -
                                             Mass.
                                                3 Sed
                                                                                  (21a)
                    =   loss rate within media (1/d);
                    =   hydrolysis rate in given media (|ag/L d), see (212, Rel. 2);
                    =   photolysis rate in the water column (^ig/L d), see (219, Rel. 2);
                    =   rate of microbial metabolism in given media (ug/L d), see (225, Rel.
                        2);
                    =   rate of toxicant washout from the water column ((J.g/L d); see (16, Rel.
                        2)
                    =   rate of chemical volatilization in the water column (jag/L d), see (230,
                        Rel. 2);
         Sorption   —   sorption of toxicant to detritus, plants, and animals (|ag/L d), see (249,
                        Rel. 2);
        Mass Media   =   mass of chemical in the media (ug/L);
       Desorption   —   desorption of toxicant from bottom sediment, see (250, Rel. 2).
         Washout   =
            Volat   =
Loss rates are converted into time to 50% and 95% loss using the following formulae for first-
order reactions:
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  AQUATQX Release 2.1 Technical Documentation Addendum
where:
         LoSS
             uedm
                              DT95Media =2.9961 Loss Media
                                                          (22a)
                                                          (23a)
time in which 50% of chemical will be lost at current loss rate (d);
time in which 95% of chemical will be lost at current loss rate (d);
loss rate within media (1/d);
The following should be inserted at the end of Chapter 8, on p. 8-10


8   ECOTOXICOLOGY

8.3  External Toxicity

Chemicals that are taken up very rapidly and those that have an external mode of toxicity, such
as affecting the gills directly, are best simulated with an external toxicity construct. AQUATOX
has an alternative computation  for CumFracKilled, when calculating toxic effects based on
external concentrations, using the two-parameter Weibull  distribution as in Christiensen and
Nyholm(1984):
     CumFracKiled = 1 - exp(-fe ta)
                                                                                 (24a)
where:          z    =  external concentration of toxicant (ug/L);
   CumFracKilled    =  cumulative fraction of organisms killed for a given period of exposure
                       (fraction/d);
        k and Eta    =  fitted parameters describing the dose response curve.

Rather than require the user to fit toxicological bioassay data to determine the parameters for k
and Eta, these parameters are derived to fit the LC50 and the slope of the cumulative mortality
curve at the LC50 (in the manner of the RAMAS  Ecotoxicology model, Spencer and Person,
1997):
                                     k =
                                         -ln(0.5)
                                         IC50
                                              Eta
                                                          (25a)
                                 Eta =
               -2-LC50-slope
                    ln(0.5)
(26a)
where:      slope    =  slope of the cumulative mortality curve at LC50 (unitless).
            LC50    =  concentration where half of individuals are affected (jag/L).
                                      30

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  AQUATOX Release 2.1 Technical Documentation Addendum
AQUATOX assumes that each chemical's dose response curve has a distinct shape, relevant to
all organisms modeled.  In this manner, a single parameter describing the shape of the Weibull
parameter can be entered in the chemical record rather than requiring the user to derive slope
parameters for each organism modeled.

However, as shown below, the slope of the curve at the LC50 is both a function of the shape of
the Weibull distribution and also the magnitude of the LC50 in question.

Figures 9 and 10 show  two Weibull distributions with identical shapes, but with slopes that are
significantly different due to the scales of the x axes:
         Weibull Distribution, LC50=1, Slope=1
Weibull Distribution, LC50=100, Slope=0.1
•*rf
o
0)
£
| 50%
IS
3
E
3
o
no/.
X*"""


/

**
o
0)
!t
HI
£ 50%
'is
1
n%
, ^-^,a,.
„_ Weibull!
Slope

,y
                0.5     1     1.5
                  Concentration
        50    100    150    200
          Concentration
Figures 9 and 10: Weibull distributions with identical shapes, but with slopes that are significantly different
due to the scales of the x axes

For this reason, rather than have a user enter "the  slope at LC50" into  the  chemical  record,
AQUATOX asks that the user enter a "slope factor" defined as "the slope at LC50 multiplied by
LC50." In the above example, the user would enter a slope factor of 1.0  and then, given an
LC50 of 1 or an LC50 of 100, the above two curves would be generated.

When modeling toxicity based on external concentrations, organisms are assumed to come to
equilibrium with external concentrations (or the toxicity is assumed to be based on external
effects to the organism).
                                        31

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  AQUATOX Release 2.1 Technical Documentation Addendum
9   REFERENCES


Bowie, G. L., W. B. Mills, D. P. Porcella, C. L. Campbell, J. R. Pagenkopf, G. L. Rupp, K. M.
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Effler, S. W., C. T. Driscoll, S. M. Doerr, C. M. Brooks, M. T. Auer, B. A. Wagner, J. Address,
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Small, M. J., and M. C. Sutton.  1986. A Regional pH-Alkalinity Relationship. Water Research
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Spencer, M., and S. Person.  1997. RAMASEcotoxicology. Pages 81. Applied Biomathematics,
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Sterner, R. W., and J. J. Elser. 2002. Ecological Stoichiometry: The Biology of Elements from
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Stumm, W., and J. J. Morgan. 1996. Aquatic Chemistry: Chemical Equilibria and Rates in
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 U.S. Environmental Protection Agency. 1977. Various  reports on Lake Chemung and Lake
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