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ISO 22475-1:2021(en)
ISO - Cover page
Foreword
1 Scope
2 Normative references
3 Terms, definitions and abbreviated terms
 3.1 Ground investigation methods
 3.2 Drilling rigs and equipment
 3.3 Sampling
 3.4 Rock and soil properties
 3.5 Abbreviated terms
4 Equipment
 4.1 Requirements for the drilling rigs and equipment
 4.2 Drilling parameters
 4.3 Safety and special requirements
5 Procedures
 5.1 General requirements for sampling
 5.2 Selection of techniques and methods
 5.3 Sampling categories for soil
  5.3.1 General
  5.3.2 Sample disturbance
  5.3.3 Category A sampling
  5.3.4 Category B sampling
  5.3.5 Category C sampling
  5.3.6 Category D sampling
  5.3.7 Category E sampling
 5.4 Sampling categories for rock
  5.4.1 General
  5.4.2 Sampling disturbance
  5.4.3 Category A sampling
  5.4.4 Category B sampling
  5.4.5 Category C sampling
  5.4.6 Category D sampling
  5.4.7 Category E sampling
 5.5 Sampling in trial pits, other excavations, headings and shafts
 5.6 Requirements for ground investigation sites and points
 5.7 Preliminary information needed before starting sampling
 5.8 Backfilling and site reinstatement
6 Soil sampling methods
 6.1 General
 6.2 Sampling by drilling (continuous sampling)
  6.2.1 General
  6.2.2 Sampling by rotary drilling
  6.2.3 Sampling by use of hammer driving methods
  6.2.4 Sampling by cable percussion drilling
  6.2.5 Sampling by hollow stem auger drilling
  6.2.6 Sampling by grab drilling
  6.2.7 Soil sampling by small diameter drilling
  6.2.8 Sampling by resonance drilling
 6.3 Sampling using samplers
  6.3.1 General
  6.3.2 Sampling using the open-tube sampler and the piston sampler
  6.3.3 Sampling using the standard penetration test sampler
  6.3.4 Sampling by using the window sampler
  6.3.5 Sampling using the windowless sampler
 6.4 Block sampling
  6.4.1 Sampling from trial pits
  6.4.2 Sampling using large samplers
7 Rock sampling methods
 7.1 General
 7.2 Sampling by drilling
  7.2.1 General
  7.2.2 Sampling by rotary dry core drilling
  7.2.3 Sampling by rotary core drilling
  7.2.4 Sampling by wireline core drilling
  7.2.5 Sampling of cuttings by rotary open hole drilling
 7.3 Block sampling
8 Groundwater sampling methods for geotechnical purposes
 8.1 General
 8.2 Equipment
 8.3 Techniques of groundwater sampling
  8.3.1 General
  8.3.2 Extraction by pumping
  8.3.3 Extraction by water sampler
  8.3.4 Extraction by vacuum bottles
9 Preservation, labelling, transport and storage of samples
 9.1 General
 9.2 Preservation of samples
 9.3 Labelling of samples
 9.4 Transport and storage of samples
  9.4.1 General considerations
  9.4.2 Sampling category A
  9.4.3 Sampling category B to E
  9.4.4 Transport of water samples
10 Report
 10.1 Field report
  10.1.1 General
  10.1.2 Summary log
  10.1.3 Drilling record
  10.1.4 Sampling record
  10.1.5 Record of identification and description of soil and rock
  10.1.6 Backfilling record
  10.1.7 Record of groundwater measurements during drilling and sampling
  10.1.8 Daily record
 10.2 Report of the results
Annex A (informative) Example of a form for the preliminary information on the intended sampling
Annex B (informative) Field reports
Annex C (informative) Drilling and sampling equipment for soil and rock
Annex D (informative) Examples of commonly used samplers and sample types
Annex E (informative) Vacuum bottles for groundwater sampling
Annex F (informative) Sealing and securing samples
Annex G (informative) Sampling of coarse soils by drilling
Annex H (informative) Sample quality
Bibliography
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International

Standard

ISO 22475-1
Geotechnical investigation and testing — Sampling methods and groundwater measurements
Part 1:
Technical principles for the sampling of soil, rock and groundwater
Reconnaissance et essais géotechniques — Méthodes de prélèvement et mesurages piézométriques —
Partie 1: Principes techniques pour le prélèvement des sols, des roches et des eaux souterraines
Reference number
ISO 22475-1:2021(en)
Second edition
2021-10
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ContentsPage

Foreword

ISO (the International Organization for Standardization) is a worldwide federation of national standards bodies (ISO member bodies). The work of preparing International Standards is normally carried out through ISO technical committees. Each member body interested in a subject for which a technical committee has been established has the right to be represented on that committee. International organizations, governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the ISO/IEC Directives, Part 2 (see www.iso.org/directives).
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any patent rights identified during the development of the document will be in the Introduction and/or on the ISO list of patent declarations received (see www.iso.org/patents).
Any trade name used in this document is information given for the convenience of users and does not constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions related to conformity assessment, as well as information about ISO's adherence to the World Trade Organization (WTO) principles in the Technical Barriers to Trade (TBT) see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 182, Geotechnics, in collaboration with the European Committee for Standardization (CEN) Technical Committee CEN/TC 341, Geotechnical Investigation and Testing, in accordance with the Agreement on technical cooperation between ISO and CEN (Vienna Agreement).
This second edition cancels and replaces the first edition (ISO 22475-1:2006), which has been technically revised.
The main changes compared to the previous edition are as follows:
clauses on groundwater measurement will be part of ISO 18674-4;
new sampling categories for soils have been added;
editorial updates have been made.
A list of all parts in the ISO 22475 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A complete listing of these bodies can be found at www.iso.org/members.html.
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International StandardISO 22475-1:2021(en)
Geotechnical investigation and testing — Sampling methods and groundwater measurements
Part 1:
Technical principles for the sampling of soil, rock and groundwater

1Scope

This document deals with principles of sampling of soil, rock and groundwater as part of the programme of geotechnical investigation and testing.
NOTE 1This document fulfils the requirements for sampling of soil, rock and groundwater, and groundwater measurements as part of the programme of geotechnical investigation and testing according to EN 1997-1 and EN 1997-2.
The aims of such ground investigations are:
a)
to recover soil, rock and water samples of a quality appropriate to assess the general suitability of a site for geotechnical engineering purposes and to determine the required ground characteristics in the laboratory;
b)
to obtain information on the sequence, thickness and orientation of strata and discontinuities;
c)
to establish the type, composition and condition of strata;
d)
to obtain information on groundwater conditions and recover water samples for assessment of the interaction of groundwater, soil, rock and construction material.
Soil sampling for the purposes of agricultural and environmental soil investigation is not covered.
NOTE 2Guidance on soil sampling for these purposes including of contaminated or potentially contaminated sites is provided in the ISO 18400 series. ISO 18400-204 provides in addition guidance on sampling and measurement of soil (ground) gas.
NOTE 3The sampling methods, presented in this document may not be suitable for all types of soil e.g. peat with strong fibrous structure.
NOTE 4Some of the sampling methods presented in this document are suitable for both soil and rock.
Water sampling for the purposes of quality control, quality characterisation and identification of sources of pollution of water, including bottom deposits and sludges, is not covered.
NOTE 5Water sampling for these purposes can be found in the ISO 5667 series.

2Normative references

The following documents are referred to in the text in such a way that some or all of their content constitutes requirements of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.
ISO 14688-1, Geotechnical investigation and testing — Identification and classification of soil — Part 1: Identification and description
ISO 14689, Geotechnical investigation and testing — Identification, description and classification of rock
ISO 3551-1, Rotary core diamond drilling equipment — System A — Part 1: Metric units
ISO 3552-1, Rotary core diamond drilling equipment — System B — Part 1: Metric units
ISO 10097-1, Wireline diamond core drilling equipment — System A — Part 1: Metric units
ISO/IEC Guide 98-3, Uncertainty of measurement — Part 3: Guide to the expression of uncertainty in measurement (GUM:1995)
ISO/IEC Guide 98-3:2008/Suppl 1:2008, Uncertainty of measurement — Part 3: Guide to the expression of uncertainty in measurement (GUM:1995) — Supplement 1: Propagation of distributions using a Monte Carlo method
ISO/IEC Guide 98-1, Uncertainty of measurement — Part 1: Introduction to the expression of uncertainty in measurement

3Terms, definitions and abbreviated terms

For the purposes of this document, the terms and definitions given in ISO 14688-1, ISO 14689 and the following apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
ISO Online browsing platform: available at https://www.iso.org/obp
IEC Electropedia: available at https://www.electropedia.org/

3.1Ground investigation methods

3.1.1
trial pit
open excavation constructed to examine the ground conditions in-situ, recover samples (3.3.4) or carry out field testing
3.1.2
shaft
open or steeply inclined excavation, typically more than 5 m deep, constructed to examine the ground conditions in-situ, recover samples (3.3.4) or carry out field testing
3.1.3
heading
adit
small tunnel driven horizontally or with a slight inclination from a shaft (3.1.2) or into sloping ground to examine the ground conditions in-situ, recover samples (3.3.4) or carry out field testing
3.1.4
borehole
hole of any predetermined diameter and length formed in any geological formation or manmade material by drilling (3.1.5)
Note 1 to entry: Investigations carried out in such a hole can be to recover rock, soil or water samples (3.3.4) from a specified depth or to carry out field tests and measurements.
3.1.5
drilling
process by which a borehole (3.1.4) is produced in any geological formation by rotary, rotary percussive, percussive, resonance/sonic or thrust methods and in any predetermined direction in relation to the drill rig (3.2.3)
3.1.6
small diameter drilling
drilling (3.1.5) in the soil with a diameter greater than 30 mm but less than 80 mm
3.1.7
drilling method
technique employed to create and stabilise the borehole (3.1.4)

3.2Drilling rigs and equipment

3.2.1
drilling tool
device, which is attached to, or an integral part of, the drill string that is used for penetrating the geological formation as a cutting tool
3.2.2
drill bit
device, which is attached to, or an integral part of, the drill string that is used as a cutting tool to penetrate the formation being drilled by the drilling method (3.1.7) employed
3.2.3
drill rig
device which carries out the drilling (3.1.5) function
3.2.4
casing
tubing temporarily or permanently inserted into a borehole (3.1.4)
Note 1 to entry: It is used e.g. to stabilise it, to prevent the loss of flushing medium (3.2.5) to the surrounding formation or to prevent cross flow between different groundwater horizons.
3.2.5
flushing medium
liquid or gaseous medium to remove cuttings (3.3.10) from the borehole (3.1.4), to aid sampling and to lubricate and cool the drilling tool (3.2.1)
3.2.6
additive
substance added to the flushing medium (3.2.5) in order to affect or change its properties to improve its functioning and can include borehole (3.1.4) stabilization
3.2.7
core lifter
split, internally slotted or serrated conical spring steel ring fitted to the core barrel to hold and retain the core sample (3.3.8) whilst the core barrel is being hoisted from the borehole (3.1.4)
3.2.8
sample retainer
cylindrical device containing flexible spring fingers, hinged wedged-shaped fingers or a hinged flap mounted in a carrier ring and mounted at the lower end of the sampler tube and used to retain the sample (3.3.4) in the tube as the sampler is being lifted from the ground

3.3Sampling

3.3.1
sampling by drilling
continuous sampling
process by which samples (3.3.4) are obtained by the drilling tools (3.2.1) as the borehole (3.1.4) proceeds
Note 1 to entry: The drilling (3.1.5) process is designed to obtain complete samples of the length of the borehole. The drilling tools are used as sampling tools.
3.3.2
sampling using sampler
process by which samples (3.3.4) are obtained by samplers from trial pits (3.1.1), headings (3.1.3), shafts (3.1.2) or boreholes (3.1.4) at selected positions
3.3.3
soil sampling by small diameter drilling
sampling by drilling (3.3.1) in soils using drilling tools (3.2.1) with a diameter greater than 30 mm but less than 80 mm
3.3.4
sample
representative specimen of rock, soil or groundwater recovered from a recorded location
3.3.5
sampling method
set of equipment and procedures employed in a sampling operation
3.3.6
sampling category
sampling methods (3.3.5) to enable a certain quality of soil or rock samples (3.3.4) to be obtained
3.3.7
sampling disturbance
changes to the sample due to the sampling operation
Note 1 to entry: These changes can be of physical, chemical and/or state properties of the sampled material.
3.3.8
core
core sample
cylindrical sample (3.3.4) of soil or rock obtained from a borehole (3.1.4)
3.3.9
block sample
sample (3.3.4) of soil or rock cut out by special techniques to minimise disturbance
3.3.10
cuttings
particles of geological formations formed in the borehole (3.1.4) by the cutting action of the drilling tool (3.2.1) and carried to the surface by the flushing medium (3.2.5) or by an appropriate device
3.3.11
suspended matter
abraded ground material in the flushing medium (3.2.5) generated by drilling (3.1.5), in which the individual particle size cannot be recognised with the naked eye
3.3.12
core run
length of core sampling in an exploratory hole defined by the start and end depths (or other linear measurement) of the sampling tool
3.3.13
core loss
difference between a core run (3.3.12) and the length of the core (3.3.8) recovered
3.3.14
area ratio
Ca
ratio of the area of soil displaced by the sampler tube in proportion to the area of the sample (3.3.4): C a = D 2 2 D 1 2 D 1 2 100
Note 1 to entry: See Figure 1.
Note 2 to entry: Area ratio is expressed in %.
Note 3 to entry: Area ratio is one of the factors that determine the mechanical disturbance of the soil.
3.3.15
inside clearance ratio
Ci
C i = D 3 D 1 D 1 100
Note 1 to entry: See Figure 1.
Note 2 to entry: Inside clearance ratio is expressed in %.
Note 3 to entry: Inside clearance ratio is one of the factors that determine the mechanical disturbance of the sample (3.3.4) caused by the friction on the inside wall of sample tube or of the liner.
Figure 1 — Definitions of the diameters D1, D2, D3 and D4
Key
D1 inside diameter of the cutting shoe α taper angle
D2 greatest outside diameter of the cutting shoe 1 sample tube
D3 inside diameter of the sample tube or liner 2 cutting shoe
D4 outside diameter of the sample tube 3 liner (optional)
3.3.16
total core recovery in rock
TCR
total length of core sample (3.3.8) recovered (solid and non-intact), expressed as a percentage of the length of the core run (3.3.12)
Note 1 to entry: See Figure 2.
3.3.17
rock quality designation
RQD
summed length of solid core pieces recovered in the core run (3.3.12) where each piece is at least 100 mm long between natural fracture, expressed as a percentage
Note 1 to entry: See Figure 2.
3.3.18
solid core recovery
SCR
length of solid core (3.3.8) recovered in the core run (3.3.12), where solid core has at least one full diameter, expressed as a percentage of the length of the core run
Note 1 to entry: See Figure 2.
Note 2 to entry: A solid core has a full diameter, uninterrupted by natural discontinuities, but not necessarily a full circumference and is commonly measured along the core axis or other scan line.
Note 3 to entry: Core without at least one full diameter is termed non-intact.
Figure 2 — Application of fracture state terms for rock cores
Key
1 drilling (3.1.5) induced fractures RQD rock quality designation (3.3.17)
2 at least one full diameter SCR solid core recovery
3 no single full diameter TCR total core recovery in rock (3.3.16)
4 non-intact
5 no recovery
6 core run
NOTEAll features shown are natural discontinuities unless stated otherwise.
3.3.19
sample recovery ratio in soil
TC
ratio of the length of the sample (3.3.4) lg to the length of the sample run H
Note 1 to entry: See Figure 3.
3.3.20
net sample recovery ratio
IC
ratio of the net length of the sample (3.3.4) ln to the length of the sample run H
Note 1 to entry: See Figure 3.
Figure 3 — Lengths of core run and sample
a)   Before withdrawal of sampler b)   After withdrawal of sampler
Key
1 casing (3.2.4) lb length of the lower part of the sample, which was
2 beginning of coring remoulded or lost
3 end of coring le difference between the sample run and the actual
4 bottom of predrilled borehole (3.1.4) length of the sample
5 vent-hole lg total length of the sample after withdrawal of the
6 sample sampler, measured from the top of the sample to the
D3 the inside diameter of the sample tube or liner cutter edge, including the remoulded or lost parts at
H length of the sample run both ends of the sample
Zf depth under the natural ground level of the lower lh length of the remoulded or polluted upper part of the
end of the sampler after sampling and before with sample
drawing the sampler ln net length of the sample, before its conditioning
Zi depth under the natural ground level of the lt effective (useful) length of the sampling tube
borehole bottom before sampling, and of the
beginning of the following core run (3.3.12)
3.3.21
thin-walled
<soil sampler> having a low area ratio (3.3.14), a low taper angle and a thin edge
3.3.22
thick-walled
<soil sampler> having an area ratio (3.3.14), taper angle and/or edge larger than that of a thin-walled (3.3.21) sampler

3.4Rock and soil properties

3.4.1
structure
pattern of discontinuities in soil and rock mass which subdivides the mass into individual units
3.4.2
texture
size, shape and arrangement of the grains for soil and rock

3.5Abbreviated terms

AS disturbed sample from augering
B bulk disturbed samples
BS hand trimmed block sample
CP cable percussion drilling
CPT cone penetration testing
CS rotary core sample
D small disturbed sample
DLDS Deltares large diameter sampler
DT double tube drilling
GS grab sample
HSAS liner sample from hollow stem augering
LS large samplers
OS open-tube samplers
PE percussion
PS piston samplers
PU pushed
RC rotary coring
RO rotary open holing
S-SPT standard penetration test sampler
S-TP disturbed sampling from trial pit
S-BB sampling from borehole bottom
SN resonance/sonic drilling
ST single tube drilling
T/W thin-walled
TK/W thick-walled
TP trial pitting
TT triple tube drilling
WS window sampler
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Bibliography
[1]
Levebvre and Poulin, 1979: A new method of sampling in sensitive clay. Canadian Geotechnical Journal
[2]
Bishop, 1948: Bishop sand sampler — Equipment for undisturbed soil sampling in borings
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La Rochelle et al.,1981 Causes of sampling disturbance and design of a new sampler. Canadian Geotechnical Journal
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Berre T., Schjetne K., & Sollie S. 1969. Sampling disturbance of soft marine clays. Proc. of the 7th ICSMFE, Special Session, Mexico.
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Kallstenius T. 1961: Mechanical Disturbance in Clay Samples Taken with Piston Sampler, Proc. Royal S.G.I. No. 16.
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Osterberg, 1973: An improved hydraulic piston sampler. In Proceedings 8th International Conference on Soil Mechanics and Foundation Engineering
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Begemann 1961: A new method for taking samples of great length. Proc. V- Int. Conf. Soil Mech. Found. Paris, Pt. I, p. 437 1971: Soil Sampler for Taking Undisturbed Sample 66 mm in Diameter and with a Maximum Length of 17 m," 4th Asian Conf. ISSMFE, Bangkok, p. 54-57
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Johnson H.L. (1940). "Improved sampler and sampling technique for cohesionless materials," Civ. Eng., 10, pp. 346-348
[10]
Terzaghi and Peck 1967: Soil mechanics in engineering practice. Wiley
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Cambefort and Mazier, 1961: Recherches des écoulements d'eau privileges set prélévements intacts de sols cohérents hétérogénes', Proc. 5th Int.
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Girard B., Doan D.H., Droniuc N., Guilleman C., Stoelben F., & Cappy S. 2017: The Use of Specific Studies to Help Engineers to Better Estimate the Mechanical and Dynamic Properties of Embankment Soils. Case Study In South-Eastern France. – Proc. Dam Safety, Sept. 10-14, 2017, San Antonio
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Stölben F., Stölben L., Eitner V., & Courivaud J.-R. Undisturbed sampling of no cohesive soils by drilling. Proc. ISC'6, 2020 Budapest
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Andresen A., & Kolstad P. 1979. The NGI 54 – mm samples for undisturbed sampling of clays and representative sampling of coarser materials. In Proceedings of the International Symposium of Soil Sampling, Singapore. pp. 13–21
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Lacasse S., & Berre T. "State-of-the-Art Paper: Triaxial Testing Methods for Soils," in Advanced Triaxial Testing of Soil and Rock, ed. Donaghe R., Chaney R., & Silver M. West Conshohocken, PA: ASTM International, 1988), 264-289
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Terzaghi K., Peck R.B., & Mesri G. 1996. Soil mechanics in engineering practice. 3rd ed. Wiley, New York
[17]
Lunne T., Berre T., & Strandvik S. 1997. Sample disturbance effects in soft low plastic Norwegian clay. In Proceedings of the Conference on Recent Developments in Soil and Pavement Mechanics, Rio de Janeiro, June 1997, pp. 81–102
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Karlsrud K, & Hernandez-Martinez F (2013): Strength and deformation properties of Norwegian clays from laboratory tests on high-quality block samples, Canadian Geotechnical Journal, 50:1273-1293
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Ladd C.C., & DeGroot D.J. (2003). Recommended practice for soft ground site characterization. In Soil and rock America, vol.1 (Proc. 12th PanAmerican Conf.). Essen: Glu¨ ckauf, pp. 3–57
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Ladd C.C., & Lambe T.W. (1963). "The strength of 'undisturbed' clay determined from undrained tests." Symposium on Laboratory Shear Testing of Soils, ASTM, STP 361, 342-371
[21]
Hight D. W., Böese R., Butcher A. P., Clayton C. R. I., & Smith P. R. (1992): Disturbance of the Bothkennar clay prior to laboratory testing. Géotechnique 1992 42:2, 199-217
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Tanaka H., Sharma P., Tsuchida T., & Tanaka M. (1996). Comparative Study on Sample Quality Using Several Types of Samplers. Soils and foundations 36(1), 57-68
[23]
Tanaka H. (200). Sample quality of cohesive soils: lessons from three sites, Ariake, Bothkennar and Drammen Soils and Foundations, 40 (4) (2000), pp. 57-74
[24]
Landon MM, DeGroot DJ, & Sheahan TC 2007, Nondestructive sample quality assessment of a soft clay using shear wave velocity, ASCE Journal of Geotechnical and Geoenvironmental Engineering, Volume 133 Issue 4.
[25]
Donohue S., & Long M (2010): Assessment of sample quality in soft clay using shear wave velocity and suction measurements. Géotechnique, 60 (11): 883-889
[26]
ISO 18400 (all parts), Soil quality — Sampling
[27]
ISO 22476-3, Geotechnical investigation and testing — Field testing — Part 3: Standard penetration test
[28]
ISO 5667 (all parts), Water quality — Sampling
[29]
EN 1997-1, Eurocode 7: Geotechnical design — Part 1: General Rules
[30]
EN 1997-2, Eurocode 7: Geotechnical design — Part 2: Ground investigation and testing
[31]
EN 16228-1, Drilling and foundation equipment — Safety — Part 1: Common requirements
[32]
EN 16228-2, Drilling and foundation equipment — Safety — Part 2: Mobile drill rigs for civil and geotechnical engineering, quarrying and mining
[33]
ISO 22476-15, Geotechnical investigation and testing — Field testing — Part 15: Measuring while drilling
[34]
BS 879 (all parts), Water well casing
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