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A New Approach in Assessing Recharge of Highly Karstified Terrains-Montenegro Case Studies

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    A new approach in assessing recharge of highly karstified terrains Montenegro case studies

    Milan Radulovic, Zoran Stevanovic, Micko Radulovic

    Introduction

    Montenegro is situated in the southeastern part of Europe (Fig. 1). Its entire territory belongs to the

    External Dinarides branch of the Alpine geo structure. The largest part of its territory is highland.

    Carbonate rocks (limestone and dolomite) cover over 60% of the region.

    The geology of Montenegro is complex. In the central and southern part where the majority of studyareas are situated, the oldest stratigraphical unit is of PermianTriassic age. The prevailing Mesozoic

    carbonate facies consist of limestone, dolomite-limestone, and rarely of dolomite. The flysch facies are

    also present but mostly along the Adriatic coast.

    Limestone and dolomite are highly fractured and karstified. Those are terrains with many different

    features, phenomena, and processes typical of holokarst. Widely extended dolines, uvalas, dry hanging

    and blind valleys, potholes, and caves in the area were studied by Cvijic (1926) and many other

    researchers who named some of the most developed karstic zones stone seas (such as the one above

    Bokakotorska Bay and the city of Risan).

    The catchment area of Bokakotorska Bay (covering an area of 900 km2) has the highest annual

    precipitation rate in the Mediterranean region (approximately 2,600 mm on average), but has no

    permanent surface streams. Due to the high degree of karstification, lack of soil cover and poorvegetation, and intensive rainfall most of the precipitation (over 70% on average) is infiltrated deep

    into the ground (Radulovic 2000).

    Fig.1 Geographical position of Montenegro and the four tested catchment areas ofa Podgor springs; b

    Crnojevia springs; c Karu springs; d Slatina springs

    The rich karst aquifers in southern Montengro discharge through many periodic and perennial karst

    springs as well as subsurface (or sublacustrine and submarine) springs along Lake Skadar and the

    Adriatic Sea coast, which represent the main regional discharge zones (Radulovic et al. 2005).

    Despite the abundance of water, it is well known that the population of this area paradoxically suffers

    from an inadequate supply of fresh water during the summer months, and this directly affects the

    economy and tourism of the region. This condition is a common feature of karst regions everywhere.

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    A new approach in assessing recharge of highly karstified terrains Montenegro case studies

    Milan Radulovic, Zoran Stevanovic, Micko Radulovic

    Groundwater recharge is an issue that has been systematically addressed in numerous publications,

    especially since the mid-1980s (Simmers 1988; Sharma 1989; Lerner et al. 1990; Healy 2010). A

    significant contribution to the study of carbonate aquifer recharge has been provided through the

    modeling of karst hydrodynamics (Mangin 1984; Sauter 1992; Jeannin and Sauter 1998; Teutsch and

    Sauter 1998; Jones et al. 2000; Petric 2002; Jukic and Denic-Jukic 2004, 2008; Bauer et al. 2005;

    Portoghese et al. 2005; Kovacs and Sauter 2007; Geyer et al. 2008; Hughes et al. 2008; Janza 2010;

    Martinez-Santos and Andreu 2010).

    Some important contributions for GIS-based aquifer vulnerability and recharge, which were

    considered for this study, were written by De Vries and Simmers (2002), Scanlon et al. (2002), and

    Goldscheider (2002). Among the recently developed methods for groundwater recharge assessment in

    karst regions it is important to mention the APLIS method (Andreo et al. 2008) and the regional

    method developed by Shaban et al. (2005).

    Methodology

    Assessing the spatial distribution of recharge in these karstified terrains is very important for water

    management and protection, but it is a complex issue. The application of conventional methods, such

    as direct measuring at experimental sites, estimation of evapotranspiration by empirical equations, and

    Darcys law-based methods, has not provided satisfactory results in these terrains. Currently, the mostrealistic recharge assessments are obtained by using the black box water budget method applied to

    the catchment areas, with rainfall and discharge being the main input and output components.

    However, using this approach, it is not possible to evaluate the spatial distribution or seasonal

    variations.

    The research described in this paper concentrated on the development of a new method (KARSTLOP),

    with the essential element being the creation of a map showing the spatial distribution of recharge in

    highly karstified terrains. Because of the complexity of natural conditions in karst, it is not possible to

    define recharge in absolute terms. Therefore, the research has addressed the eight most important

    natural factors, which influence recharge and enable the most reliable assessment.

    As is very common for this type of analysis, the KARSTLOP method is based on Geographic

    information system (GIS) and its tools. An aim of the new GIS multilayer method is to provide themost accurate categorization based on selected parameters. An objective is to reduce subjectivity to the

    lowest possible level. However, a personal footprint is always present, at least in selecting the

    analytical parameters or in defining evaluation criteria and algorithm.

    KARSTLOP has been developed as a regional method for assessing autogenic recharge solely in karst

    terrains. It is most convenient for generating maps on the scale of 1:25,000 to 1:100,000. The method

    has been tested at catchments of four karst springs in the territory of Montenegro (catchment areas of

    Podgor, Crnojevia, Karu, and Slatina springs, Fig. 1). Collection of data included a field survey and

    tests supported by remote sensing.

    The acronym KARSTLOP is derived from the initial letters of selected factors: KarstificationK,

    Atmospheric conditionsA, RunoffR, SlopeS, TectonicsT, LithologyL, Overlying layers

    O, and PlantsP (Radulovic 2009).

    Karstification (K)

    The karstification map (Fig. 2; Table 1) is obtained by analyzing surface (Ksf) and subsurface

    karstification (Kss).

    Surface karstification (Ksf) is assessed on the basis of the area of karst features and landforms per

    surface unit (subfactors Ksf1 and Ksf2 ). Karren fields, as degraded zones of karst surface, are most

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    often the only karst features that appear on karst slopes. While dolines and other karst depressions

    (uvalas, dry valleys, poljes etc.) are morphological forms related mostly to horizontal or slightly

    inclined terrains. For mapping the degree of surface karstification, criteria concerning the density of

    the features are applied: the area of degraded zonekarren fields per 1 km2

    (Ksf1), or karst

    depressions also per 1 km2

    (Ksf2 ). By overlapping these two maps, a new map could be obtained

    showing the degree of surface karstification (Ksf).

    The two surfaces are distinguished on the map of subsurface karstification (Kss). The area with the

    highest degree of subsurface karstification (Kss = 5) is represented by the zone 200 m on each side of

    speleologically explored objects (caves, pits and swallow holes). Subsurface karstification for the rest

    of the catchment area is estimated based on the following three indirect indicators: the amplitude of the

    fluctuation of discharge of a karst spring or group of springs whose catchment area is analyzed

    (Qmax/Qmin Kss1 ), the average fictive velocity obtained by the tracing tests (v Kss2 ), and the

    calcite (or dolomite) saturation index of spring water (SI) which depends on the average length of the

    groundwater pathway (d) in the catchment area (SI Kss3 ). Therefore, the surface that represents the

    rest of the catchment area has values Kss = 1-4, an estimation based on the above-mentioned indirect

    indicators (the average Kss1 , Kss2 and Kss3 values). The final map of the degree of karstification is

    arrived at by overlapping the map of surface (Ksf) and subsurface (Kss) karstification.

    Therefore, the factor K represents the average value of Ksf and Kss subfactors (Fig. 2; Table 1). The

    map of K factor distinguishes five categories with K values from 1 to 5.

    Atmospheric conditions (A)

    Atmospheric conditions (A) also influence recharge magnitude primarily through variable

    evapotranspiration.

    Temperature and precipitation conditions can be indirectly mapped as a function of altitude (A 1).

    Higher altitudes decrease air temperature which in turn causes evapotranspiration also to decrease. An

    increase in altitude also leads to an increase in the rainfall and a more intense recharge of aquifers, i.e.

    the increase in the amount of water that goes to effective infiltration and percolates into the aquifer

    system.

    The intensity of solar radiation (A2) also influences the amount of evapotranspiration and recharge.

    Shadowed sides of mountains are characterized by lower intensity of solar radiation, especially during

    the winter months. By modeling the shadow using the Digital Elevation Model (DEM) with a given

    mean annual sun position, it is possible to identify surfaces which receive lower annual solar radiation

    (surfaces with relative reflection lower than 0.5).

    The overlapping of A1 and A2 maps results in a new map of atmospheric conditions A where five

    categories (A = 1-5) can also be distinguished (Table 1).

    Runoff (R)

    Runoff (R) in karst depends on the permeability of carbonate rocks, the slope, and the rainfall rate.

    Perennial streams may show that wider zones along riverbeds contain more impervious packages oflimestone and dolomite and may indicate lower hydraulic conductivities of pedologic or geologic

    cover as well. However, the conditions in which the stream is initiated within the catchment have to be

    considered, since big quantities of water in certain cases keep sustained stream flow regardless of the

    permeability of the stream bed. Therefore, based on the presence of surface runoff, karst terrains are

    divided into three categories as shown in Table 1.

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    Fig. 2 Flow chart of procedure for derivation K map (the case example: catchment area of Karu

    springs) a Map of karren fields; b Map of karst depressions; c Ksf1 matrix map; d Ksf2 matrix map; e

    Ksf matrix map; fKsf contour map; g Kss map; h K map

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    Table 1 Matrix to obtain parameters of KARSTLOP method and calculation of recharge

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    Slope (S)

    As stated above, the slope (S) of the terrain is one of the primary factors that triggers runoff and

    determines the rate of precipitation water to flow at the surface. The APLIS method (Andreo et al.

    2008) confirms that terrain with lower slopes are more favorable for recharge, i.e. the greater the slope,

    the lower the aquifer recharge. This relationship is incorporated in the KARSTLOP method (Table 1).

    The slope map (S) is relatively easily obtained based on DEM.

    Tectonics (T)

    Factor T includes two subfactors: Tfdensity of faults and Tddip of strata.

    The value of recharge is significantly influenced by the degree of fissurization of rock masses which is

    usually greater in recognized and major fault zones, i.e. in the areas with more prominent tectonic

    degradation. The map of Tf reflects these areas in terms of the length of faults (km) per unit of surface

    (km2).

    Td is one of the factors that may have influence on the process of groundwater recharge. Interbedded

    fissures (diastrome) sometimes have a significant role in transferring atmospheric water deeper into theunderground. Considering only bedding planes, their horizontal position can be considered less

    favorable for infiltration of atmospheric water than the more inclined planes. In this case, massive

    carbonate rocks are evaluated as rocks with horizontal bedding planes.

    Aerial and satellite images, geological maps, together with data obtained by field survey and

    measurements, are used as the basis for producing the T f and Td map. Overlapping of Tf and Td maps

    produces the Tectonics map (T), with five categories distinguished (T = 1-5) (Table 1).

    Lithology (L)

    The lithological composition of rocks directly influences their permeability and therefore the rate of

    recharge. Since only carbonate rocks are being considered, and in the case of Montenegro, only

    limestones and dolomites, the following subfactors have been treated: type of carbonate rocks(subfactor a), bedding (subfactor b) and mineralogicpetrographic ingredients of carbonate rocks

    (subfactor c).

    Dolomites are usually considered to be less permeable than limestones. Dolomite is less soluble than

    limestone and the fractures in the subsurface area are less expanded than fractures in limestone.

    Therefore, the relative value of subfactor a is equal to 1 for limestone, while the relative value of the

    same subfactor for dolomite is 0.7 (Table 1).

    Strata of various thicknesses have various pressure resistances, i.e. they are characterized by different

    degrees of fissurization. Laminated and thinly laminated limestone is less brittle than thickly bedded

    and massive limestone, so the fissurization there is less present. Table 1 shows the classification and

    relative valuation of carbonate rocks in reference to bedding (subfactor b).

    Limestone and dolomite rarely occur in a pure state. They often contain various mineralogic

    petrographic ingredients, so they often appear as limestone and dolomite with lumps or intercalations

    of chert (silificied), as sandy limestone, marly or bituminous limestone and dolomite. Permeability of

    carbonate rocks is usually lower if it contains more impure components. Therefore, the relative

    valuation in reference to mineralogicpetrographic ingredients (c) has been made in reference to the

    influence of such ingredients on the permeability of carbonate rocks, as presented in Table 1.

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    A geologic map should be used as a basis for obtaining referred subfactors. Factor L is calculated by

    the multiplication of previously described factors (L = a x b x c). There are five categories in the map

    of factor L.

    Overlying layers (O)

    Overlying layers (O) can play a significant role in decreasing the potential of some terrain for recharge,mostly because it occurs as an additional obstacle to the infiltration of atmospheric water underground.

    Overlying layers of carbonate rocks can represent geological cover and soil as typical in epikarst.

    If the soil is thicker and has poorer hydraulic properties, the infiltration will be slower and

    evapotranspiration greater. The ranking of soil (O1), which can occur over carbonate rocks or clastic

    layers, has been done after statistical processing of results of 1213 texture analyses of soil samples

    collected from the Montenegrin study areas (Fustic 2004). Therefore, the relative valuation is made in

    reference to the type of soil and its thickness as shown in Table 1. Pedology maps with thickness of

    soil are used as a basis for obtaining map O1.

    In this case, the geological cover (O2) includes permeable drift sediments over carbonate rocks, which

    do not contain perched aquifers. Geological cover over bedrock can be represented by scree (rock fall

    mass), alluvial, colluvial, moraine, glacialfluvial, glaciallimnic, and other sediments (Table 1). Themap of subfactor O2 is obtained based on the geologic map. The final map of overlying layers is

    generated by overlapping the two previously obtained maps and by classifying the obtained areas into

    five categories (O = 1-5).

    Plants (P)

    Plants (P) also have an influence on recharge rate. A greater presence of vegetation directly increases

    the mean annual evapotranspiration, thus reducing the infiltrated water quantity. The coverage of

    vegetation and some of the basic characteristics, primarily the development of the root system and

    ramification of branches, are considered for this layer. Table 1 shows the categorization of terrain in

    accordance with vegetation. The five categories have been indicated, with P factors ranging between 1

    and 5.

    Recharge

    A final recharge map showing the spatial distribution of mean annual recharge (Rch) expressed in

    percentages (%) is created from overlapping the maps of selected factors (layers) according to the

    established and hereunder presented algorithm. Data on the amount of recharge obtained from previous

    investigations have been used for calibrating the method and for finding the most suitable algorithm.

    From numerous tested solutions, the best match with results obtained in previous research and

    measurements has been chosen (Radulovic 2009):

    Rch = 4 x K + A + 4 x R + 2 x S + T + 4 x L + 3 x O + P (1)

    It is clear that the algorithm is created by giving advantage to karstification, runoff and lithology as the

    most influenced factors.

    Results and discussion

    The catchments of karst springs (Podgor, Crnojevia, Karu, and Slatina springs, Fig. 3) were selected

    for method calibration in light of the availability of qualitative meteorological, hydrological,

    hydrogeological, hydrochemical and other data (Zivaljevic and Boskovic 1984; Zivaljevic 1991;

    Zogovic 1992; Radulovic 1994, 2000, 2009; IJC 2001).

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    Fig. 3 a The Podgor spring; b The Crnojevia River downstream of the Crnojevia springs; c The

    Karu springs; d The Slatina spring

    The mean annual precipitation for the studied region ranges from 2,000 to over 3,000 mm. From

    previous studies (Radulovic 2000; IJC 2001), it is well known that the Rch rate should regularly rank

    between 60 and 80% of precipitation in these terrains of south Montenegro. Of the selected springs,

    Karu and Crnojevia have the highest yield, followed by Podgor springs, while Slatina springs have

    much lower yield (Table 2).

    Table 2 Comparison of values of recharge Rch obtained by water budget method and values of

    recharge RKARSTLOP assessed using the KARSTLOP method in catchment areas of Podgor springs,

    Crnojevia springs, Karu springs and Slatina springs

    Catchment Aa

    (km2)

    Qb

    (m3/s)

    Pc

    (mm)

    Rchd

    (%)

    RKARSTLOPe

    (%)

    Variationf

    (%)

    Podgor springs 23.8 1.64 2853 76.2 71.5 4.7Crnojevia springs 79.3 6.15 3214 76.1 71.0 5.1

    Karu springs 116.0 7.0 2700 70.5 70.4 0.1

    Slatina springs 1.6 0.076 2150 69.7 66.3 3.4aCatchment area

    bMean annual discharge

    cMean annual precipitation

    dRecharge obtained by water budget method (and other methods)eRecharge assessed by KARSTLOP method

    fVariation between Rch and RKARSTLOP

    A better match between values obtained by water budget method and values assessed by KARSTLOP

    method has been derived for the catchment area of Karu springs, than for Slatina springs, with the

    largest deviations being for the catchment areas of Crnojevia and Podgor springs (Table 2).Therefore, deviations for selected catchment areas range from 0.1 to 5.1%. Figure 4 shows final maps

    of spatial distribution of recharge obtained by the KARSTLOP method.

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    Fig. 4 Maps of spatial distribution of recharge obtained by KARSTLOP method for catchments of a

    Podgor springs; b Crnojevia springs; c Karu springs; d Slatina springs

    The general value of the recharge rate for a whole catchment area can be obtained by some of standard

    methods such as estimation of evapotranspiration by empirical equations, Cl-

    mass balance, and water

    budget (runoff/rainfall ratio). They all need precise and long-term measurements of water balance

    elements. In contrast, digital recharge maps obtained by the KARSTLOP method display the spatialdistribution of recharge and enable getting statistical mean value of the recharge not only for a whole

    catchment area, but also for a smaller area of particular interest. Moreover, most of standard methods

    such as direct measurements (lysimeter, seepage meter) and other soil mass balance methods do not

    provide representative values or cannot be applied due to lack of soil cover or non-accessible sites in

    high karst. Generally, such methods do not account for the particular hydrogeological characteristics of

    karst aquifers, while the KARSTLOP method is especially designed for the analysis of the variables

    which correspond with larger values of recharge rate in highly karstified terrains.

    Common for this type of GIS applications, the values obtained from the KARSTLOP method represent

    approximations. To improve their accuracy, a large amount of field data need to be collected and

    evaluated, which can be difficult task in high mountains and in non-accessible karst.

    The two main limits of KARSTLOP are the following:1. It cannot be applied to the evaluation of allogenic recharge. Therefore, to assess the waterthat flows from non-karstic terrains it is necessary to use hydrological methods.

    2. It is not possible to obtain temporal variations of the recharge rate, but only the mean annualvalue.

    In addition, watersheds should be precisely delineated and known as much as possible, which is a

    standard problem in karst regions.

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    Using the KARSTLOP experience and applying this method in other karstic terrains should be done

    with caution. Taking into account the eight factors that influence groundwater recharge, it is not

    possible to simply copy complex natural conditions. Therefore, adaptation of the method to local

    conditions requires the testing the algorithm as an obligatory step.

    Application of the method can be useful when it is not possible to measure karst spring discharge

    (submarine and sublacustrine springs), or when measurements are missing for any reason. In such a

    way, one can roughly assess a total aquifer discharge rate. Similarly, application of the method could

    be useful in identifying prospective areas for further aquifer research. This is a reverse approach, and

    of course in this case the mechanism for results verification is limited. Similarly, with the obtained

    recharge map, additional delineation between the catchment areas of springs is possible and could be

    finely tuned.

    Last, GIS techniques and data manipulation enable an assessment to be made relatively quickly. The

    application of this method results in a qualitative assessment, which should be validated in the field.

    Conclusions

    The KARSTLOP method has been developed for highly developed karst, which differs in many

    respects from other types of terrain. Application of the KARSTLOP method allows the spatialdistribution of groundwater recharge to be obtained, which is not possible using conventional methods

    such as direct measuring on experimental sites, estimation of evapotranspiration by empirical

    equations, Darcys law based methods, and isotopic and chemical techniques.

    The KARSTLOP method simultaneously enables the synthesis of available data and complements

    findings of the studied karst aquifer. Available historical data and remote sensing combined with field

    survey and measurements (topographic maps, DEM, geological maps, pedological maps, vegetation

    maps, aerial and satellite images, speleological data, discharge regime, tracer tests results,

    hydrochemical data) are sufficient for the application of this method.

    The systematic study of karst aquifers is of great importance for the region, since water from karst

    contributes over 90% to the total drinking water supply of Montenegro and is also used for other

    purposes (irrigation, industry and energy). The final recharge map, as well as layers obtained by theKARSTLOP method, can be used as groundwater modeling inputs and for addressing numerous

    practical karst water management issues such as: water supply (discharge assessment, spatial

    distribution of watersheds), transboundary water management, construction of underground objects,

    and preliminary assessment of groundwater vulnerability.

    By comparing the methods outcomes with previously obtained results by conventional methods and

    discharge measurements, it has been concluded that possible error in the assessment of mean annual

    recharge at the four tested catchment areas is approximately 5%, which is more than successful as an

    initial result.

    Despite some limitations the method offers a good prospect. It is necessary in the future to conduct

    further testing at several other catchment areas to highlight the methods possible shortcomings and

    take corrective actions thereof.

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