3 Principles for Sampling and Analysis for Ballast Water Discharges
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Statutory Documents - IMO Publications and Documents - Circulars - Ballast Water Management - BWM.2/Circular.42/Rev.2 – International Convention for the Control and Management of Ships' Ballast Water and Sediments, 2004 – (9 December 2020)... - Annex 1 – Guidance on Ballast Water Sampling and Analysis for Trial Use in Accordance with the BWM Convention and Guidelines (G2) - 3 Principles for Sampling and Analysis for Ballast Water Discharges

3 Principles for Sampling and Analysis for Ballast Water Discharges

 3.1 All samples and analysis carried out to determine whether a ship is in compliance with the BWM Convention should be performed under reliable and verified QA/QC procedures (note that any method, approach or sampling procedure should be rigorously validated and practicability should be assessed).

3.2 The first premise of any sampling and/or any analysis protocol is to identify the purpose of the protocol, i.e. to prove whether the discharge of a ship is meeting the D-1 standard or meeting the D-2 standard. There are many ways in which this can be done; however, they are limited by:

  • .1 the requirements of the methodologies available for sampling the ballast water discharge;

  • .2 the methods of analysis of samples being collected;

  • .3 the methods involved in statistically processing the results of these analyses;

  • .4 the specific operation of the ballast water management system (including when the treatment is applied during the ballast cycle and the type of treatment used); and

  • .5 the practicalities of sampling a very large volume of water and analysing it for very low concentrations of organisms.

3.3 Successful sampling and analysis is also based on identifying the viable biological population being sampled and its variability. If this population is homogenous, it is much easier to sample than one that is known to be heterogeneous. In the case of ballast water, the sample is drawn from a discharge with a population that can vary significantly. Consequently, the samples collected for indicative or detailed analysis should be representative samples.

3.4 Sampling a ballast water discharge is restricted even further when parts of the ballast water may have already been discharged. Very few inferences can be made on the quality of that ballast water already discharged based on sampling the remaining discharge as it happens. The challenge is to determine the volume of interest and how to sample it.

3.5 The qualitative difference between indicative analysis and detailed analysis often relies on the level of statistical confidence, which, in detailed analysis may be superior.

3.6 Indicative analysis (using operational or performance indicators) can be undertaken at any time throughout the discharge. In cases where indicative analysis identifies that a system is grossly exceeding the D-2 standard, it may be sufficient to establish non-compliance, however, the practicalities, application and limitations of the methodology being used for indicative analysis need to be understood fully.

3.7 Based on the discussion in paragraph 3.3, two different potential detailed sampling approaches can therefore be considered:

  • .1 sampling the entire discharge from a vessel during a port visit. During this approach:

    • .1 it will be impossible, by definition, for vessels to discharge prior to sampling;

    • .2 large numbers of samples are likely to be required over a long period of time;

    • .3 large sample volumes may be required over a long period of time; and

    • .4 sampling personnel would be required on the vessel over a significant period of time; and

  • .2 collecting a representative sample of the ballast water being discharged during some chosen period of time, e.g. one sample or a sequence of samples. During this approach:

    • .1 the sampling can be developed to fit the situation on board the vessel; and

    • .2 a representative sample of the discharge can be taken, and that volume can be selected in many ways, providing the opportunity for identifying and sampling specific volumes of the discharge if appropriate, e.g. choosing a percentage of the discharge or sampling duration.

3.8 The D-2 standard expresses a low concentration of organisms to identify in the analysis. The confidence in the result of any sampling and analysis depends on the error inherent in the sampling method and on the error inherent in the method used for analysing the sample. The cumulative error of both must be taken into account when evaluating the result.

3.9 The tables in sections 4.1, 4.2 and 4.3 set out the range of methodologies and approaches, currently identified for use to analyse ballast water discharges and how they relate to the specific sampling protocols in section 4.4. These methodologies and approaches are stand-alone techniques that need to be combined with specific sampling protocols. These protocols should recognize the limitations of each methodology, its inherent sampling requirements, and how it can fit into a comprehensive sampling protocol for compliance testing.

3.10 Although some methodologies and approaches used in type approval testing may also be applicable in compliance testing, the latter, especially indicative sampling, may also require other approaches.

Table 1 Definition and Differences Between Indicative and Detailed Analysis for the D-2 standard

  Indicative analysis Detailed analysis
Purpose To provide a quick, rough estimate of the number of viable organisms To provide a robust, direct measurement of the number of viable organisms
Sampling
Volume Small or large depending on specific analysis Small or large depending on specific analysis
Representative sampling Yes, representative of volume of interest Yes, representative of volume of interest
Analysis method
Analysis parameters Operational (chemical, physical) and/or performance indicators (biological) Direct counts (biological)
Time-consuming Lower Higher
Required skill Lower Higher
Accuracy of numeric organism counts Poorer Better
Confidence with respect to D-2 Lower Higher

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