The Uk Scat Manual

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Corp 119THE UKSCAT MANUALShoreline Cleanup Assessment TechniqueA Field Guide to the Documentationof Oiled Shorelines in the UKadapted and reproduced fromOwens, E.H. and Sergy, G.A. 2004. The Arctic SCAT Manual: AField Guide to the Documentation of Oiled Shorelines in ArcticEnvironments. Environment Canada, Edmonton, AB, Canada.byJon MooreCoastal Assessment, Liaison & MonitoringforUK Maritime & Coastguard AgencyApril 2007

UK SCAT ManualCITATIONCitation:MCA 2007. The UK SCAT Manual: A Field Guide to theDocumentation of Oiled Shorelines in the UK. Maritime &Coastguard Agency, Southampton, UK, 47 pages vi.Copies distributed by:Counter Pollution & ResponseMaritime & Coastguard AgencySpring Place105 Commercial RoadSouthamptonSO15 1EGAcknowledgements:Gary Sergy (Environment Canada), Edward Owens (PolarisApplied Sciences Inc.), Kevin Colcomb (Maritime & CoastguardAgency*), Jane Hodges (Pembrokeshire Coast National ParkAuthority), Andrew Hill (Countryside Council for Wales*), GedDavies (Environment Agency Wales*), Steve Benn (NaturalEngland), UK EROCIPS Project partners*, David Little.The MCA gratefully acknowledges financial contributions fromthose organisations marked with an asterisk *MCA April 2007Page ii

UK SCAT ManualPREFACEPREFACEThe Shoreline Cleanup Assessment Technique (SCAT) process isnow a familiar part of an oil spill response in many countries. SCATteams play a key role in the assessment of the scale and scope ofa shoreline response programme. The SCAT approach anddocumentation protocols were initially developed in 1989 during theNestucca and Exxon Valdez spill response operations. In 1994Environment Canada developed generic second-generation SCATprotocols to standardise the technique. Subsequent editions werepublished to reflect updates and modifications based on userexperience (Owens and Sergy, 2000; 2004).Since its inception, the SCAT approach has been used on manyspills, in a variety of ways, and has been modified by SCAT teamsto meet a range of specific spill conditions. This UK SCAT manualwas adapted (with permission) from the most recent EnvironmentCanada SCAT manual and materials. The electronic files wereprovided by Environment Canada and edited to make themrelevant to the UK. In particular, modifications were made to makethe manual compatible with the UK National Contingency Plan forMarine Pollution from Shipping and Offshore Installations (MCA2006a) and various technical aspects of shoreline classifications inthe UK.Information on the UK Maritime and Coastguard Agency’s CounterPollution and Response Branch is available MCA April 2007Page iii

UK SCAT ManualWHAT IS SCAT?What is SCAT?As part of oil spill response, Shoreline Cleanup AssessmentTechnique (SCAT) teams systematically survey the area affectedby the spill to provide rapid accurate geo-referenced documentationof shoreline oiling conditions. This information is used to developreal-time decisions and to expedite shoreline treatment planningand response operations.A SCAT programme includes field assessment surveys, datamanagement, and data application components as part of the spillmanagement organisation. The field survey teams use specific andstandard terminology to describe and define shoreline oilingconditions. The SCAT process itself, however, is flexible, and theassessment activities are designed to match the unique spillconditions.The systematic approach provides for consistent data collection.This allows a comparison of data and observations betweendifferent sites, between different observers, and between the samesites over time. These data also provide the basis for cleanupevaluation. In most surveys, the SCAT teams complete forms andsketches for each segment in the affected area. A SCAT proformais used for documentation.SCAT surveys provide a geographic or spatial description anddocumentation of the shoreline or oiling conditions.Frequently, SCAT teams are asked to provide recommendationsregarding appropriate cleanup methods and to define constraints orlimitations on the application of cleanup techniques, so that thetreatment operations do not result in additional damage to theshoreline. In developing these recommendations, the teams refer tothe relevant shoreline cleanup manuals and field guides (e.g., MCA2006b)MCA April 2007Page iv

UK SCAT ManualCONTENTSContentsPart 1 of the SCAT manual describes the purpose and activitiesassociated with SCAT surveys. Part 2 discusses spill managementissues. Part 3 contains support materials.PART 1 PROCEDURES . 11.1OBJECTIVES AND PRINCIPLES OF SCAT .11.1.11.1.2Objectives of SCAT.1Principles of SCAT surveys.21.2PLANNING A SCAT SURVEY .31.2.11.2.21.2.31.2.4Scope of SCAT surveys and programmes.3Scale and method of surveys.4Number of SCAT teams.6Participation in SCAT.61.3FIELD ACTIVITIES .81.3.11.3.21.3.31.3.4Shoreline segmentation.8Field equipment checklist .10Ground surveys.11Field documentation.151.4RESULTS.171.4.11.4.2Data management .17Data outputs .181.51.6SCAT FORM INSTRUCTIONS .20MAPS.251.6.11.6.2Ordnance Survey map .25Sketch map.251.71.8PHOTOGRAPHY & VIDEO .27WILDLIFE CASUALTIES .28PART 2 APPLICATIONS .292.12.22.32.42.5SCAT AND THE OIL SPILL RESPONSE.29WHO USES SCAT DATA?.29CLEANUP RECOMMENDATIONS .30CLEANUP END POINTS.31NET ENVIRONMENTAL BENEFIT ANALYSIS.33MCA April 2007Page v

UK SCAT ManualCONTENTSPART 3 SUPPORT MATERIALS.343.1STANDARD TERMS AND DEFINITIONS.343.1.13.1.23.1.33.1.4Shore substrata (Box 4).34Operational features (Box 5) .36Surface oiling (Box 6).37Subsurface oil .423.23.3REFERENCES .45CONVERSIONS .46List of Tables and FiguresTable 1.1Table 1.2Table 1.3Table 1.4Table 3.1Survey methods .4Definition of shoreline segmentation.9Basic steps of on-Site field data collection .15SCAT documentation “Rules of Thumb” .16Grain size scale.35Figure 1.1Figure 1.2Figure 1.3Figure 1.4Figure 3.1Figure 3.2Figure 3.3Figure 3.4Example of shoreline segmentation.9SCAT form (page 1). .23SCAT form (page 2). .24A typical sketch map.26Visual aid for estimating oil distribution. .40Surface oil cover category.41Surface oil category.41Subsurface definitions.43MCA April 2007Page vi

UK SCAT Manual1.1 OBJECTIVES AND PRINCIPLES OF SCATPART 1 PROCEDURES1.1 OBJECTIVES AND PRINCIPLES OF SCAT1.1.1Objectives of SCATThe basic objective of SCAT is to provide operational support.The cornerstone activity is the shoreline assessment survey and itsfundamental objective is to collect and document real-time data on oil and shorelineconditions in a rapid, accurate, systematic and consistentfashion.SCAT surveys conducted by trained SCAT teams provideinformation to build a spatial or geographic picture of the regionaland local oiling conditions an understanding of the nature andextent of shoreline oiling that is key to the development of aneffective response. This information is provided in a format that canbe interpreted easily and applied by planners and decision makers.The primary focus of this manual is on the detailed systematicshoreline assessment surveys that are most effectively carried outwhen bulk shoreline oil is essentially static. However, shorelineassessment surveys are also required, often daily, during theemergency response phase when oil is still moving around. Thesesurveys are generally simpler and require less training. Aerialreconnaissance surveys can also play a part in SCAT.In addition to its primary objective, SCAT surveys can be used for development of treatment or cleanup recommendations development of treatment or cleanup standards or criteria net environmental benefit analysis post-treatment inspection and evaluation provision of long-term monitoringShoreline oiling conditions are described using a set of standardterms and definitions, so that the potential for misunderstandingMCA April 2007Page 1

UK SCAT Manual1.1 OBJECTIVES AND PRINCIPLES OF SCATor misinterpretation is minimised. The use of this definedterminology enables a direct comparison to be made betweensegments, and it can be used to describe how conditions changethrough time within the same segment.1.1.2Principles of SCAT surveysSCAT surveys are based on several fundamental principles. Theseinclude a systematic assessment of all shorelines in the affected area a division of the coastline into homogeneous geographic unitsor “segments” the use of a standard set of terms and definitions fordocumentation a survey team that is objective and trained the timely provision of data and information for decisionmaking and planningThe survey team should be composed of trained individuals withappropriate skills to complete the survey objectives. The team mayinclude inter-agency personnel who represent the various interestsof land ownership, land use, land management, or governmentalresponsibility.Levels of SCAT expertise varies locally and regionally across theUK. In a major incident, on-site training by more experiencedindividuals will greatly assist the quality and consistency of SCATsurveys.MCA April 2007Page 2

UK SCAT Manual1.2 PLANNING A SCAT SURVEY1.2 PLANNING A SCAT SURVEYSome of the ingredients for a successful SCAT programme include suitable training and calibration for observers and the SCATcoordinator appropriate segmentation of the shoreline flexibility to adapt the basic concept for individual spillconditions and oiling characteristics procedures that are as simple as possible, yet providesufficient information to meet the requirements of the decisionmakers, planners, and operations crews a process that is efficient to ensure that information isprocessed and communicated in a timely manner establishment of a data management system early in theprogramme integration of key players who represent the response team1.2.1Scope of SCAT surveys and programmesSCAT surveys are flexible and adaptable to the spill conditions.They can be conducted on spills of different oil types and with different types ofshoreline oiling conditions on spills of different sizes, from small to large by different methods, both aerial and ground level in various levels of detail, from simple single-discipline surveysto complex programmes with geomorphological, ecological,and cultural resource componentsThis manual describes the procedures, techniques and terminologyfor ground level surveys of oiled shorelines, using the standardproforma developed for UK SCAT. The proforma and componentscan be modified for use as required, but it is recommended that thebasic techniques, terms and definitions are not changed.MCA April 2007Page 3

UK SCAT Manual1.2 PLANNING A SCAT SURVEYThe design of a SCAT programme considers the size and character of the affected area (see Section 1.2.2) the individuals or the representatives who will participate (seeSections 1.2.3 and 1.2.4) if the survey team is responsible for the development oftreatment or cleanup recommendations (see Section 2.3) if the survey team is responsible for the development oftreatment standards or cleanup end points (see Section 2.4)1.2.2Scale and method of surveysShoreline surveys can be conducted by different methods and atdifferent scales depending on the size of the affected area, thecharacter of the coastal area, and the level of detail that is required(Table 1.1).Table 1.1Survey methodsSurvey methodKey objectivesAerialDefine overall scale of the problem to developReconnaissance regional objectives.Mapping or documentation not required.SystematicGround SurveySystematically document surface andsubsurface shoreline oiling conditions in allsegments within the affected area.Spot GroundSurveySystematically document surface andsubsurface shoreline oiling conditions forselected segments within the affected area.Aerial reconnaissanceThe purpose of an aerial reconnaissance is to obtain anobservational overview of surface oiling conditions (not to map ordocument) over relatively large areas in a relatively short timeperiod.MCA April 2007Page 4

UK SCAT Manual1.2 PLANNING A SCAT SURVEYAerial reconnaissance can provide a general picture of the extentand character of the oiled shorelines. This information is critical todevelop regional objectives, to define the overall scale of thepotential response operation, and to direct the initial deployment ofresponse resources.Systematic ground surveyThe systematic ground survey is used to methodically documentshoreline oiling conditions in all segments within the affected areaand to complete shoreline oiling summary forms and generatesketch maps for each segment. Photographs or videos are takento record the oiling conditions.Typically, systematic ground surveys are the primary source ofdetailed data and information. The systematic documentation of thelocation, character, and amounts of surface and subsurface oil in allof the segments within the affected area is the foundation forplanning and implementing the shoreline treatment or cleanupoperations.If more than one survey team is in the field, or if the assessmentteam(s) does not have sufficient time to complete a field summaryor report, a SCAT coordinator may be assigned to ensure thatappropriate information is produced and distributed in a timelymanner to the shoreline response / coordination centre.Spot ground surveySpot ground surveys are used to systematically document oilingconditions for selected segments within the affected area, and tocomplete oiling summary forms and generate sketch maps forthose segments. Photographs or videos are taken to record theoiling conditions.A spot ground survey can focus on specific locations if the aerialreconnaissance identifies discontinuous oiling conditions, or iftreatment or cleanup is planned only for selected segments withinthe affected area. In some cases, a simplified survey approachmay involve a spot ground assessment with a verbal report of theMCA April 2007Page 5

UK SCAT Manual1.2 PLANNING A SCAT SURVEYoiling conditions. When observations are reported in this manner,the use of standard terms and definitions becomes an essentialpart of the communications process.1.2.3Number of SCAT teamsA common question is how to define an appropriate level of effortfor a SCAT ground survey field programme. On a small spill, or onethat is very restricted in area, if the affected segments can becovered in one day by one team, then usually that is all that isrequired. As the size of the affected area increases, therequirement for more teams depends on the complexity of theaffected area and the required turn-around time for the information.If shoreline response / coordination centre requires data for an areato prepare the assignments for the next day, then the appropriatescale is “however many teams it takes to cover that area intime to provide the information.”A small-scale operation, for example, would be used for a spill thataffects less than 50 km of coast or for a length of coast that can besurveyed in one to two days with one or two teams. A spill in alarger area or one that would require a longer coastal surveyprobably would involve more field teams and office-based datamanagement support. In addition, it is important to consider asituation that might involve rapidly changing (day-to-day) oilingconditions that would require multiple teams to resurvey the samesegments on a regular basis. Areas where access or along-shoremovement is difficult, or where buried or penetrated oil requires thedigging of pits and trenches, can take considerably more time tosurvey than a straight, flat, wide, sand beach segment.1.2.4Participation in SCATThe management of a spill response operation is a cooperativeeffort that can involve national, regional, and local governmentagencies, as well as the organisation responsible for the spill or aresponse contractor acting on behalf of that organisation. Localauthorities usually have a responsibility for cleanup of the shoreline,and non-governmental organisations or local landowners orMCA April 2007Page 6

UK SCAT Manual1.2 PLANNING A SCAT SURVEYmanagers have a direct interest in the condition of the shorelines.The information that is collected by the SCAT teams is of interest tomany or all of these agencies or groups and often they wish to berepresented on the field surveys. In the UK, SCAT teams will beappointed and managed by the shoreline response / coordinationcentre; with assistance from the Environment GroupPractical considerations limit an assessment team to two or three,and occasionally four or five participants. The ideal composition of ateam combines an individual with oil spill experience and SCAT trainingwho can identify and document oil on the shore from the air oron the ground an individual familiar with the coastal ecology of the affectedarea who can document the impacts of the oil and who canrecommend priorities and cleanup end points in areas where archaeological or cultural resources exist,a specialist who can advise on precautions and constraintsto protect those resources a representative from the shoreline response /coordination centre who can identify feasibility issues,logistical constraints and solutions, and who can evaluate thetypes of resources and level of effort that might be required forcleanup or treatment of a segmentFor the efficiency of a field survey, it is important to include a teammember with knowledge of the local coastal region. For example, aconservation agency biologist familiar with the affected area wouldbe a valuable member of a field team.Representatives of landowners and managers also can provide alocal knowledge and understanding of issues and priorities thatcontribute to the knowledge base generated by the SCAT team.If more than one team is in the field, or if the field team is in aremote location and cannot return daily to report their observations,then a SCAT coordinator provides the link between the field teamsand the spill management team.MCA April 2007Page 7

UK SCAT Manual1.3 FIELD ACTIVITIES1.3 FIELD ACTIVITIES1.3.1Shoreline segmentationThe essential first step of a SCAT survey is to divide the coastlineinto working units called segments, within which the shorelinecharacter is relatively homogeneous in terms of physical featuresand sediment type (Table 1.2). Each segment is assigned a uniquelocation identifier. Segment boundaries are established on thebasis of prominent geological features (such as a headland),changes in shoreline or substrate type (Figure 1.1), a change inoiling conditions, or establishment of the boundary of an operationsarea.Segment lengths are small enough to obtain adequate resolutionand detail on the distribution of oil, but not so small that too muchdata are generated. Most segments in oiled areas would be in therange of 0.2 – 2.0 km in length.A common mistake on coastlines is to place the boundary in themiddle of a stream. As a “rule of thumb,” where there is a stream oran inlet at the coast it is preferable to make that stream or inlet aseparate segment so that it has its own physical and ecologicalidentity. In some cases, it may be appropriate to have two separatesegments, one for each side of the channel, so that data users thendo not have to decide if the observed oiling conditions refer to oneor the other or both sides of the entrance/outlet.A second “rule of thumb” for segmentation is to divide the coast onthe basis of practical aspects that can be used by the shorelineresponse / coordination centre to deploy cleanup crews. On a longuniform coast a segment may be centred on access points with asegment boundary approximately midway between two accesspoints. Alternatively segments can be defined on the basis ofdistance. For example, segment boundaries could be every 500 mor some other length along-shore or downstream.MCA April 2007Page 8

UK SCAT ManualTable 1.21.3 FIELD ACTIVITIESDefinition of shoreline segmentationSegments are distinct along-shore sections of shoreline that can be used asoperation units, relatively homogeneous physical features or sediment type, identified by a unique location code, and bounded by prominent geological or operational features, orby changes in shoreline type, substrate, or oiling conditions.Subsegments are created if along-shore oiling conditions vary significantly within a predesignated segment, along-shore oiling conditions change through time within asegment during a spill incident, or there is an operational division boundary within a segment.Figure 1.1Example of shoreline segmentation.Segments are identified by a numbering scheme. In the case of asurvey covering an extensive area an alpha-numeric scheme maybe appropriate, with an alphabetical prefix (the Segment GroupMCA April 2007Page 9

UK SCAT Manual1.3 FIELD ACTIVITIEScode) keyed to a geographic place name (e.g., LB Liverpool Bay)followed by a number based on an along-shore sequence (LB-24).Segmentation may already exist as part of a local access plan orsensitivity-mapping database. If this is the case, the segmentsshould be reviewed for suitability along-shore because the segmentboundaries may need to be adapted to existing spill conditions.Pre-designated segments could be subdivided if oiling conditionsvary significantly along-shore within the segment. Subdivisions canbe identified by a suffix, e.g., LB-24A, LB-24B. For narrow estuarysurveys, segments are numbered in a downstream direction andlabelled with “L” or “R” to indicate the appropriate bank when facingdownstream.Although the numerical designation suffix for a series of segmentsis generally based on the order in which segments are surveyed, itmay be practical to pre-assign a set of numbers if more than oneteam is surveying a region. For example, one team may beassigned segment numbers LB-1 through LB-50, and another teamassigned LB-51 through LB-100.Variations in across-shore oiling conditions are documented on theSCAT forms as Zones. For consistency, zones are numbered fromthe low water sections up to the higher water or back-shoresections.1.3.2Field equipment checklistThe following is a checklist of survey equipment that can be usedby the field teams.SCAT forms on waterproof writing paperClipboard or similar (e.g. weather proof writing board)Spare blank waterproof writing paper or waterproof FieldnotebooksOrdnance Survey (1:10,000) maps of relevant shore segmentson waterproof writing paper.Office supplies - pencils, waterproof markers, rulers, paperclipsOther relevant maps or nautical charts of areaMCA April 2007Page 10

UK SCAT Manual1.3 FIELD ACTIVITIESCompass, liquid-filled, 1-degree graduations, preferably asighting compass for more accurate records of bearingsShovels - folding or clam, best with the pick on the backsideGlobal Positioning System (GPS), hand-held, portableTape measure or range finder (hand-held, 0 -500 m)Digital camera (see Section 1.7)Video camera and storage media (if required)Batteries, charged battery packs (for GPS, cameras, etc.)10-cm or 25-cm long photo scale with 1-cm incrementsSmall backpack (waterproof)Communication equipment (e.g. hand-held 2-way radio(s),VHF radio, mobile phones; as appropriate)Flags/stakes for marking locations of buried oilUK SCAT manualThe surveyors should also have appropriate clothing and personalprotective equipment for the conditions. These should be detailedin a health and safety risk assessment.1.3.3Ground surveysGenerally, ground surveys should be coordinated between theshoreline response / coordination centre and the EnvironmentGroup to ensure that the areas are surveyed within the context ofthe spill response priorities and that they provide up-to-dateinformation for upcoming (e.g. following day) operations activities.The following are general elements of a ground survey.Pre-survey planning Divide shoreline into segments,segmentation (see Section 1.3.1).oradaptexisting Create segment numbering scheme. Print a series of Ordnance Survey (1:10,000) maps onwaterproof writing paper – one for each segment – preferablyMCA April 2007Page 11

UK SCAT Manual1.3 FIELD ACTIVITIESincluding the segment number, a suitably placed key to themain symbols for survey annotations (see Section 1.6) and aspace for the survey date. Decide on segments to be surveyed based on surveypriorities, logistics, and low-tide window. Select alternate areas in case weather conditions preventaccess to primary target(s). Review existing information and data. Carry out health and safety risk assessment Collect all necessary equipment and supplies. Brief all team members on objectives, methodology, forms,and safety concerns.Pre-survey training / calibration (for consistency of approach) For multiple survey teams, the accuracy and comparability ofthe survey data will be greatly improved if the teams have atleast one pre-survey session together on one or morerepresentative oiled shores. The primary purpose should beto go through the proforma and the terms and definitions toensure that all survey personnel have a similar understandingof what each category of oil thickness / character andsubstrata / habitat looks like.On-site activities Conduct segment overview; gain an overall perspective. Complete observations and measurements of the segment. Take photos and/or videos. Annotate / draw maps and profiles Fill in required forms, or take appropriate notes to be able tocomplete forms later. Discuss assessments/major observations prior to departure. If appropriate, mark areas of buried oil with flags or stakes sothat operation crews can easily locate the oil.MCA April 2007Page 12

UK SCAT Manual1.3 FIELD ACTIVITIES Important: Wildlife casualties should be reported as soon aspossible (preferably by mobile phone) to the EnvironmentGroup and appropriate wildlife response hotline (Section 1.8).Post-survey Activities Finalise and copy all forms, maps, field notes, andphoto/video logs. Submit copies to the SCAT coordinator. File a daily report form with the SCAT coordinator; including arecord of all time spent. Review day’s activities, discuss improvements, and preparefor next day, if necessary.Segment overview on arrival If working from a boat, conduct a radio check before departingand agree on calls, channels, and ETA’s (estimated times ofarrival) with the captain. On arrival at the site view the segment from an elevatedvantage point to: verify if the pre-determined segment boundaries arecorrect, acquire a good perspective of the extent of stranded oil, estimate the level of effort required to complete theassessment.Survey strategy Once on shore, the team spreads out and begins walkingfrom one end of the segment to the other while observing anddocumenting important oil features, and occasionally diggingpits. If little or no oil is observed and treatment is notrecommended,

As part of oil spill response, Shoreline Cleanup Assessment Technique (SCAT) teams systematically survey the area affected by the spill to provide rapid accurate geo-referenced documentation of shoreline oiling conditions. This information is used to develop real-time decisions and to expedite shoreline treatment planning and response operations.