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HomeMy WebLinkAboutLandscape Plan~® m BUCKINGHAM COMPANIES, AMO® ~~ April 10, 2001 Mr. Scott Brewer City of Carmel One Civic Squ e Carmel, IN 46 2 Dear.Mr. ~~ (~'0~ / ~~ ~ 2D01 pPR 11 ppGS RE: PROVIDENCE AT OLD MERIDIAN Enclosed, please find the landscape plan for Providence at Old Meridian, specifically outlining the areas in which the Amsterdam Soil Recipe will be used. Unfortunately I do not have an exact date of when that work will begin, however it will most likely commence in the next two to four weeks. Once I have an exact date I will let you know. In the meantime, if you have atry questions or corntnents please feel free to contact the at 317-974-1234, ext. 241. F Respectfully Submitted, PROVIDENCE HOUSING PARTNERS, LLC. V'"' _' U Lynnette Deogracias, AICP enclosures cc: Bradley Chambers Bill Bauer Dan Laycock Dale Rea Rick Riddle ®~; 333 N. Pennsylvania 5[reet, 10[h floor ^ Indianapolis, IN 46204.317 974.1234 • Fax 317 974.1238 ^ www.buckingham-co.com Journal of Arboriculture 24(3): May 1998 DESIGNING URBAN PAVEMENT SUB-BASES TO SUPPORT TREES by Palle Kristoffersen Abstract. In Denmark, poor growth conditions for urban trees have been perceived as a problem since the 1980s. Restricted planting-pit sizes are mainly responsible for this problem. In 1996, a survey found that the average size of municipal planting pits had increased from 0.7 m' (3.5 fN) in the late 1960s, to 3.4 m' (t20 fi') in 7996. Tc increase the volume of the planting pit, several materials have been introduced to mix with soil to allow root growth under pavements. Three methods are available for installing these materials under pavements. During the last 5 years, more than 800 trees have keen planted on more than 30 sites using these materials and installation methods. Every method has advantages and disadvantages. No serious difficulties due to load-bearing capacity or frost heaves have been recorded. Planting pits for urban trees are surrounded with soil that has been either unintentionally com- pacted orreplaced with compacted road-building materials (Kopinga 1985; Lichter and Lindsey 1994; Randrup 1997). The restricted planting pits allow only limited root growth, and insufficient rooting volumes in urban situations often result in destructive roots. Roots outgrow the planting pits and often spread immediately below the pavement surface, lifting and eventually destroy- ing the pavement. This is a serious and expen- sive problem that stresses trees (Kopinga 1991, 1992). Sycamore maples (Acerpseudop/atanus) grown under stressed conditions exhibit limited height growth, more capital axes, fewer cardinal axes, and twisted and crooked stems (Bonsen 1996). This irregularity of growth causes aesthetic as well as maintenance problems in system plantings in which all trees are important in form- ing aunified appearance. If system plantings are established in paved, partly paved, and unpaved areas, the chances of obtaining a homogeneous appearance will be reduced further. The usual method of establishing urban trees in Denmark has been to plant trees in individual planting pits. The size of the planting pit has in- creased since the 1960s, when it was often less 121 than O.i ma (3.5 ft3). Since then, the average vol- ume of planting pits, as found in 11 Danish mu- nicipalities, has increased to 3.4 m3 (120 ft3), ranging from 0.8 to 8.1 m3 (28 to 286 ft3) (Teilmann and Kristoffersen 1996). Applying one of the predeveloped models to estimate soil volumes for urban trees based on the soil's water-holding capacity shows that a tree with a canopy diameter of 10 m (33 ft) requires a 35 to 40 mz (377 to 431 ft2) planting pit (Lindsey and eassuk 1992). In urban areas, ii is almost impossible to plan unpaved planting beds of this size. Therefore, several methods for integrating the growing media under paved surfaces have been described. These methods consist of a mix of medium-course sand (Couenberg 1994), a load-bearing matrix mixed of stones and soil (Grabosky and Bassuk 1995), and pavements constructed with a span above a growing media, such as top soil (Urban 1989). In Denmark, pavements are defined to con- sist of a sub-base and a base, both usually com- pacted to densities that impede root growth, and of a top layer of bricks, pavers, or asphalt (Patterson 1977; Vejdirektoratet 1984). The Sub- base material usually consists of sand or other materials that promote drainage. The base is of- ten made of screened and graded gravel but al- mostnever concrete, as it is in the United States. Design and Installation Methods 1n Denmark, more than 800 trees were integrated into pavements at 30 different sites using a load-bearing matrix or different sand mixes. A number of matrix materials were used, and 3 mix- ing methods have been developed. Materials. Stones, ranging from 32 to 150 mm (1 to 6 in.) diameter gravel, granite, lava slags, crushed bricks, and blocks of Leca-concrete have been used asload-bearing matrixes (Table 1). Leca-concrete is made of i22 Kristofferson:. Integrating Trees and Pavement Table 1. Materials and mixing methods used as sub-base to support trees ' Materials Stones/ crushed stones Leca-concrete Crushed Crushed Stones (32-80 mm) blocks' lava bricks Sand mix (80-150 mm) (32-45 mm) (100 x 100 mm) (32-45 mm) (25-50 mm) (0.2-0.5 mm) Installation methods water mix premix premix premix premix premix dry mix water mix water mix water mix dry mix Growing medium topsoil topsoil topsoil topsoil topsail humus/ compost Density of material 2.7 2.7 1.0 t.8 1.8 2.6 (9/cm') Porosity of material D 0 approx. 15 approx. 55 approx. 30 0 (vol. - %) Voids in compacted 45 45/40 56 38 35 45 material (vol. - %) Leca nuts mixed with cement and formed to blocks. Leca is a commercial name and an ac- ronym for Light Expanded Clay Aggregates. The Leca nuts consist of an inner clinkerized cellu- lar structure with a hard, resistant outside coat- ing, The material porosity is presumed to influence the air and water exchange in the soil mix. Methods of installation. Soil is used to fill the voids in the load-bearing matrix. Because compacted soil impedes root growth, it is neces- sary to prevent compaction during the installa- tion process. Three mixing and installation methods have been developed and tested: premixing before installation, water mixing dur- inginstallation, and dry mixing during installation. Premixing before Insfallafion. Stones and soil are mixed at a predetermined ratio. Mixing can be done with a front loader, a power shovel, a concrete mixer, or similar equipment. Separa- tion of soil from stones may occur after mixing if the mixture is moved or transported; therefore, remixing before installation maybe necessary to restore uniformity. The matrix of stone and soil is compacted after spreading to establish contact between the individual stones, thereby transfer- ring the load of pedestrian and vehicles to the subgrade. When the soil and stone mix is com- pacted, the stones will be rearranged as the soil fills the voids (Harris 1971). To obtain the proper degree of compaction, the stone-soil mix should be installed in layers of no more than 15 to 20 cm (6 to 8 in.). The correct mixture of stones and soil (i.e., the point at which the soil is not compacted dur- ing the installation) can be determined by mea- suringthe stone weight per cubic unit or by filling a known volume of stones with water and then estimating the volume of the voids. The volume of soil added should be less than this volume. If the applied stone material has 20% voids after compacting, the correct mixing ratio of stone to soil will be 5:1. An incorrect mixing ratio of 4:1 will lead to a filling level of 125%, which means that the soil will be compacted in the voids and the stones will not be touching each other. At a mixing ratio of 6:1, only 80% of the voids would be filled but, considering root growth, this seems to be sufficient and better than overfilling the voids and compacting the soil (Kristoffersen 1998). Water mixing during fnstallatlon. Layers of stones are installed and compacted. Then a layer of screened soil (e.g., sandy loam) is spread on top of the stones and watered into the voids. The stone layer can be up to 25 cm (10 in.) thick when stones of 80 to 150 mm (3 to 6 in.) in diameter are used. When using smaller stones and bro- ken stones, the recommended thickness is 10 to 15 cm (4 to 6 in.). Dry mixing during installation. Another method of mixing during installation is installing stones in layers of 15 to 25 cm (li to 10 in.) and ~ ~f *~~ ~ a ~rr~I'I 4' X 1 rl ~~,R4Y ~II~4'yJ t-t`itl rt~~e. Journal of Arboriculture 24(3): May 1998 123 Technical Construction of Planting Site When topsoil and other materials containing hu- mus are installed under pavements, there is a risk that the obstruction of aeration could cause anaerobic conditions. This risk is increased by insufficiencies in drain- age (e.g., if the soil is subsequently filling the voids with dry soil by sweeping and vibration. Both the stones and the soil must be completely dry, and installation must be carried out in dry weather. The dry-mixing method has been used only with stones of 80 to 150 mm (3 to 6 in.) in diameter and is not suitable for use with smaller stones. This method can cause difficulties because most construction work iscar- riedout when rainy weather can occur. Sand mix. The Dutch experience has shown that uniform graded sand can be used to expand the rooting volume beneath pavements. The sand is mixed with up to 4% or 5% of humus in the form of compost or sphagnum. In Denmark, the sand mix has been used and installed as de- scribed by Couenberg (1994) (Figure 1). The in- tention of using sand mix is to achieve a compaction level of 70% to 80% proctor density (Couenberg 1994). Therefore, penetration resis- tance is measured to ensure that the degree of compaction does not exceed the critical limit for root growth. This quality check is not practiced in Denmark. compacted) (Harris 1992). Sufficient air movement in the soil or sand mix is achieved by installing a layer of stones or broken stones between the root growth area and the pavement above. The aeration layer receives air via pipes or the planting pit (Urban 1989) and should be covered with a suitable geotextile to prevent filling from the layers above (Figure 2). The same type of aeration layer is recommended when rais- ing the grade around existing trees (Harris 1992). Although the effect of an aeration layer has not been documented in the Danish examples, it is considered to have a beneficial effect on the soli and the root growth (Smith 1995). The aeration layer may also be used to irrigate the trees (Ur- ban 1989). Applications in Denmark More than 800 trees have been successfully planted since 1991 on more than 30 construc- tionsites in Denmark using these alternative ma- terials and methods. Table 2 shows that stones or broken stones, in various size classes, are the most commonly used materials for load-bearing matrixes and are used with more than 75% of planted trees. Premixing before installation is the most fre- quentlyused installation method. Dry mixing dur- Figure 1. Use of sand mix at The Christians Havns Square, Copenhagen. The material is used Ina 3-m wide, 57-m long pit, in which 7 1lnden trees (Tilia tomentosa) were planted. The soil in the planting pits is separated from the sand mix by a wire basket during the Installation process. 124 Kristofferson: Integrating Trees and Pavement I Tap layer Separator aaatl ng layer Watering and airing layer j g ` ; . Planting site u Root-penetrable base material c~ss"[~ eubgratle Figure 2. Pavement construction with load-bearing aeration layer. ing installation is only occasionally used. Each installation method has advantages and disad- vantages (Table 3). The major disadvantages of using the premix of stone and soil is that separation might occur during transportation and installation. A tackifier can help the soil adhere to the stones (Grabosky and Bassuk 1995). The calculation of mixing ra- tio is a4so problematic. In a stone and soil mix, a calculated void percentage (e.g., 25%) has often led to a recommended mixing ratio of 3:1. In one case, this ratio led to compaction of the soil in the voids, which caused subsequent ettling. The correct mixing ratio should have been 4:1 to se- cure 25%voids in a stone and soil mix. Dry mix- ing has been the most effective and practical method. However, the dry mixing method requires dry weather, dry stones, and dry soil. Measurements of soil densities are included in the original Dutch method, in which sand mix was used (Couenberg 1994). Although the de- gree of compaction is intended to be optimized for plant growth, there is a risk of subsequent soil compaction of soil and settling of the pavement. Conclusion During the last 5 years, soil mixes, sand mixes, and load-bearing stone have been introduced for use in Denmark. Most landscape projects involving trees in paved areas use matrix and these new methods. No difficulties with load-bearing capacities, irregu- larities, or frost-heaving of pave- mentshave been recorded. Compared to normal Danish conditions, the winter of 1995-1996 was long and cold, with continuous frost from the start of November to the middle of March. A top layer of at least 0.5 m (20 in.) was frozen, which influ- enced all layers of load-bearing mixes installed below pavements. None of the methods applied appear to have higher susceptibility to frost heave than does traditional pavement construction. To reduce the visual effects of possible irregu- larities caused by heaves and settlements, land- scapearchitects often changed the pavement on the load-bearing matrix materials so that it dif- fered from the rest of the pavement. As a result, the possible height differences are less conspicu- ous than would be the case with uniform pave- ments. Inaddition, the change in pavement shows where the tree has its roots. Table 2. Examples of load-bearing matrixes used in Denmark Stones Lava Bricks Leca Sand Totals Premixing 8locations 2locations 6locaiions Vocation ~ 6locations 25 locations 256 trees 3 trees 46 trees 40 trees 714 trees 459 trees Water mixing during 5locations 2locations 1 location - - 8 locations Installation 181 trees 12 trees 3 trees - - 196 trees Dry mixing during 4 locations 1 location - - - 5locations installation 141 Vees 22 trees - - - 163 trees Totals 171ocations 5locations 7locations Vocation S locations 38 locations 578 trees 37 trees 49 trees 40 trees 114 trees 818 trees Slf,~+t i ~ ": '9ESul~~y'~t~~ p akF h~^ t ~ ]~~~ i, zL~,i,~,,,.. 41i Journal of Arboriculture 24(3): May 1998 Table 3. Comparison of advantages and disadvantages of installation methods 125 Mixing method ~ Advantages Disadvantages Premixing Can be done by machine Separation during transportation and Installation Risk of soil compaction in voids Can require special mixing equipment Water mixing during Contact between stones is ensured Can require large volumes of water installation Independent of weather Most suitable at large aggregate sizes Prevents soil compaction Dry mixing during Contact between stones is ensured Dry weather required installation Prevents soil compaction Requires dry soil Sand mix Rational mixing with right equipment Risk of soil compaction to a degree that impedes root growth Inexpensive ingredients ~ The compaction level must be controlled Easy to install Poor load-bearing capacity All examples presented in this article were established between 1991 and 1996. None of these trees have been measured for growth rates. Fast and accurate results were obtained by con- ductinggrowth experiments with 8 materials and 3 tree species beginning in spring 1994. These results illustrate the growth capacities of the dif- ferent materials (Kristoffersen 1998). Acknowledgements. The author wishes to thank the municipalities involved in the planning and the construction of the cases studied. Thanks are also due to Dr. Thomas B. Randrup for valuable discussions in connection with this paper. Literature Cited Bonsen, K.J.M. 1996. Architecture, growth dynamics and autoeco/ogy of the sycamore (Ater i pseudopatanus L.). Arboric. J. 3:339-354. Couenherg, E.A. M.1994. Amsterdam tree soil, pp 24- 33. In Watson, G.W., and D. Neely (Eds.). The Landscape Below Ground: Proceedings of an International Workshop on Tree Rcot Developmen! in Urban Soils. International Society of Arboriculture, Champaign, IL. Grabosky, J., and N. Bassuk. 1995. Anewurban tree soil to safely increase rooting volumes under sidewalks. J. Arboric. 21(4):187-201. Harris, Richard W. 1992 (2nd ed.). Arboriculture: Integrated Management of Landscape Trees, Shrubs, and Vines. Prentice Hall, Englewood Cliffs, NJ. Harris, W.L. 1971. The soil compaction process, pp 9-44. In Barnes, K.K. (Ed.). Compaction of Agricultural Soils. The American Society of Agricultural Engineers, St. Joseph, MI. Kopinga, J. 1985. Site preparation practice in the Netherlands. Metria 5:72-84. Kopinga, J. 1991. T(~e effect of restricted volumes of soil on the growth and development of street trees. J. Arboric. 17(3):57-63. Kopinga, J. 1992. Some Aspects of the Damage to Asphalt Road Pavings Caused by Tree Root, Including Some Preventive Control Methods. Proceedings from the 10th OsnabrGcker Baumpflegetage, pp.10.1-10.23. Kristoffersen, P. 1998. Growing trees in road base materials. Arboric. J. In print. Eichler, J.M., and P.A. Lindsey. 1994. Soil Compaction and Site Construction: Assessment and Case Studies, pp 126-130. In Watson, G.W., and D. Neely (Eds.). The Landscape Below Ground: Proceedings of an International Workshdp on Tree Root Development in Urban Soils. International Society of Arboriculture, Champaign, IL. Lindsey, P., and N. Bassuk. 1992. Redesigning the urban forest from the ground 6e/ow: Anew approach to specifying adequate soil volumes for street trees. J. Arboric. 16:25-39. Patterson, J.C. 1977. Soil compaction-effects on urban vegetation. J. Arboric. 3(9):161-167, Randrup, T.B. 1997. Soil compaction on construction sites. J. Arboric. 23(5):207-210. Smith, K. 1995. Soil Aeration Systems: Do They Work?, pp 17-21. In Watson G.W., and D. Neely (Eds.). Trees and Building Sites: Proceedings of an International Workshop on Trees and Buildings. International Society of Arboriculture,Chompaign, IL. Teilmann, S., and P. Kristoffersen. 1996. Anla=.gsmetoder for bytraeer i 11 kommuner. Videnblad nr. 4.6-19. Forskningscentretfnr Skov & Landskab.ln Danish. Brewer, Scott I From: Nina Bassuk [nlb2@cornell.edu] Sent: Friday, October 27, 2000 9:49 AM To: Brewer, Scott I Subject: Re: Constructed soils for urban tree plantings I=! L~l CUSOILSPECAPRIL99 STRUCiURAL_SOIL. Structural_SOils=Web_ Vitleo_info.doc detail=lree.jpg ATTW66ttxt .dot tloc article_.. SCOtt, Thanks for your interest in structural soils. I'll be happy to answer questions as they may come up. I'm going to send you the regular electronic'packet I send to all who ask for information. Cost, however ranges from $30-50/ cubic yard delivered. A rough estimate would allow for about 20-25 cu yds per tree. Feel free to get back in touch if you have further questions. Nina Here is the information that you requested. There are 5 documents attached. These include a specification (CUSOILSPECAPRIL99),a brief article(Structural Soil.doc) , a longer article recently published by ASLA on their web site (Structural Soils/ASLA Web site) , information on ordering our video (video info) and a graphic detail of a tree in 'CU -Structural Soil'(detail/tree) There is also a slide presentation on my Web site that you are welcome to access: http://www.cals.cornell.edu/dept/flori/uhi/ssoils/index.htm The structural soil has recently been patented and trademarked under the name 'CU-Structural Soil '. The purpose of this is to insure quality control. To find out more about where there are licensed distributors in your area or to become asub- licensee, please contact Mr. Fernando Erazo, at Amereq Inc., 19 Squadron Blvd., New City, New York 10956. 1(800) 832-8788 or Fax (845) 634-8143 or E-mail FE@amereq.com Feel free to contact me again if you have further questions. Nina Bassuk (607) 255-4586, e-mail nlb2Cc~cornell.edu http://www.hort.cornell.edu/uhi/ STRUCTURAL SOIL: AN INNOVATIVE MEDIUM UNDER PAVEMENT THAT IMPROVES STREET TREE VIGOR Nina Bassuk, Dnrector and Professor Urban Horticulture Institute, Cornell University, Ithaca, NY Jason Grabosky, Urban Horticulture Institute, Corneil University, Ithaca, NY Peter Trowbridge, FASLA, Professor Landscape Architecture, Comeil University, Ithaca, NY James Urban, FASLA, lames Urban and Associates, Annapolis, MD INTRODUCTION The major impediment to establishing trees in paved urban azeas is the lack of an adequate volume of soil fox tree root growth. Soils under pavements are highly compacted to meet load-bearing requirements and engineering standards. This often stops roots from growing, causing them to be contained within a very small useable volume of soil without adequate water, nutrients or oxygen. Subsequently, urban trees with most of their roots under pavement grow poorly and die prematurely. It is estimated that an urban tree in this type of setting lives for an average of only 7-10 years, where we could expect 50 or more yeazs with better soil conditions. Those trees that do survive within such pavement designs often interfere with pavement integrity. OIder established trees may cause pavement failure when roots grow duectly below the pavement and expand with age. Displacement of pavement can create a tripping hazard. As a result, the potential for legal liability compounds expenses associated with pavement structural repanrs. Moreover, pavement repairs which can significantly damage tree roots often result in tree decline and death. The problems as outlined above do not necessarily lie with the tree installation but with the material below the pavement in which the tree is expected to grow. New techniques for meeting the often opposing. needs of the tree and engineering standards aze needed. One new tool for urban tree establishment is the redesign of the entire pavement profile to meet the load-bearing requirement for stmcturally sound pavement installation while encouraging deep root growth away from the pavement surface. The new pavement substrate, called 'structural soil', has been developed and tested so that it can be compacted to meet engineering requirements for paved surfaces, yet possess qualities that allow roots to grow freely, under and away from the pavement, thereby reducing sidewalk heaving from tree roots. CONVENTIONAL TREE PTTS ARE DESIGNED FOR FAILURE Looking at a typical street tree pit detail, it is evident that it disrupts the layered pavement system. In a sidewalk pavement profile, a properly compacted subgrade of existing material often is lazgely impermeable to root growth and water infiltration and significantly reduces drainage if large percentages of sand aze not present. Above the subgrade there is usually a structural granular base material. To maintain a stable pavement surface the base material is well compacted and possesses high bearing strength. This is why a gravel or sand material containing little silt or clay is usually specified and compacted to 95% Proctor density (AASHTO T-99). The base layer is granulaz material with no appreciable plant available moisture or nutrient holding capacity. Subsequently, the pavement surrounding the tree pit is designed to repel or move water away, not hold it, since water just below the pavement can cause pavement failure. Acknowledging that; the above generalizations do not account for sil of the challenges below the pavement for trees, it is no mystery why trees aze often doomed to failure before they are even planted. The subgrade and granulaz base course materials are usually compacted to levels associated with root impedance. Given the poor drainage below the base course, the tree often experiences a largely saturated planting soil. Designed tree pit drainage can relieve soil saturation, but does nothing to relieve the physical impedance of the material below the pavement which physically stops root growth. ANEW SYSTEM TO INTEGRATE TREES and PAVEMENT `Structural soil' is a designed medium which can meet or exceed pavement design and installation requirements while remaining root penetrable and supportive of tree growth. Corneli's Urban Horticulture Institute, has been testing a series of materials over the past five yeazs focused on chazacterizing their engineering as well as horticultural properties. The materials tested aze gap-graded gravels which are made up of croshed stone, clay loam, and a hydrogel stabilizing agent. The materials can be compacted to meet ail relevant pavement design requirements yet allow for sustainable root growth. The new system essentially forms a rigid, load-bearing stone lattice and partially fills the lattice voids with soil (Figure I). Stmctural soil provides a continuous base course under pavements while providing a material for tree root growth. This shifts designing away from individual tree pits to an integrated, root penetrable, high strength pavement system. This system consists of a four to six inch rigid pavement surface, with a pavement opening large enough to accommodate a forty yeaz or older tree (Figure 2) . The opening could also consist of concentric rings of interlocking pavers designed for removal as the buttress roots meet them. Below that, a conventional base course could be installed and compacted with the material meeting normal regional pavement specifications for the traffic they aze expected to experience. The base course would act as a root exclusion zone from the pavement surface. Although field tests show that tree roots naturally tend to grow away from the pavement surface in stmctural soil. A geotextile could segregate the base course of the pavement from the stmctural soil. The gap-graded, stmctural soil material has been shown to allow root penetration when compacted. This material would be compacted to not less than 96% Proctor density (AASHTO T-99) and possess a California Bearing Ratio greater than 40 [Grabosky and Bassuk 1995,1996]. The structural soil thickness would depend on the designed depth to subgrade or to a preferred depth of 36 inches. This depth of excavation is negotiable, but a 24 inch minimum is encouraged for the rooting zone. The subgrade should be excavated to pazallel the finished grade. Under-drainage confornvng to approved engineering standazds for a given region must be provided beneath the structural soil material. The stmctural soil material is designed as follows. The three components of the stmctural soil are mixed is the following proportions by weight, croshed stone: 100; clay loam: 20; hydrogei: 0.03. Total moisture at mixing should be 10% (AASHTO T-99 optimum moisture). Cmshed stone (granite or limestone) should be narrowly graded from 3/4 -1 1/2 inch, highly angulaz with no £mes. The clay loam should conform to the USDA soil classification system (gravel<5%, sand 25-30%, silt 20-40%,clay 25-40%). Organic matter should range between 2i and 5%. The hydrogel, a potassium propenoate-propenamide copolymer is added in a small amount to act as a tackifier, preventing separation of the stone and soil during mixing and installation. Mixing can be done on a paved surface using front end loaders. Typically the stone is spread in a layer, the dry hydrogel is spread evenly on top and the screened moist loam is the top layer. The entire pile is fumed and mixed until a uniform blend is produced. The stmctural soil is then installed and compacted in 6 inch lifts. In a street tree installation of such a stmctural soil, the potential rooting zone could extend from building face to curb, running the entire length of the street. This would ensure an adequate volume of soil to meet the long term needs of the tree. Where this entire excavation is not feasible, a trench, mrming continuous and pazallel to the curb, eight feet wide and three feet deep would be minimally adequate for continuous street tree planting. There will be a need to ensure moishue rechazge and free gas exchange throughout the root zone. The challenge may be met by the installation of a three dimensional geo- composite (a geo-grid wrapped in textile one inch thick by eight inches wide) which could be laid above the stmcttual soil as spokes radiating from the trunk flair opening. This is currently in the testing stage. Other pervious surface treatments could also provide additional moisture rechazge, as could traditional irrigation. When compazed to existing practice, additional drainage systems, and the redesigned stmctural soil layer represent additional costs to a project. The addition of the proposed structural soil necessitates deeper excavation of the site which also maybe costly. In some regions this excavation is a matter of standard practice. However, this process might best be suited for new construction and infrastructure replacement or repair, since the cost of deep excavation is already incurred. The Urban Horticulture Institute continues to work on refming the specification for producing a structural soil material to make the system cost effective. It is patent pending and will be sold with the trademazk `CU-Soil' to insure quality control. Testing over five yeazs has demonstrated that stabilized, gap-graded stmctural soil materials can meet this need while allowing rapid root penetration. Several working installa5ons have been completed in Ithaca, NY, New York City, NY, Cincinnati, OH, Cambridge, MA and elsewhere. To date the focus has been on the use of these mixes to greatly expand the potential rooting volume under pavement. It appeazs that an added advantage of using a structural soil is its ability to allow roots to grow away from the pavement surface, thus reducing the potential for sidewalk heaving as well as providing for healthier, long-lived trees. Grabosky, J. and Bassuk, N. "A New Urban Tree Soil to Safely Increase Rooting Volumes Under Sidewalks". 1995. Journal of Arboriculture 21(4), 197-201. Grabosky, 7. and Bassuk, N. "Testing of Structural Urban Tree Soil Materials for Use Under Pavement to Increase Street Tree Rooting Volumes". 1996. Journal of Arboriculture 22(6), 255-263. ATT03661.txt Nina Bassuk Urban Horticulture Institute Dept.of Horticulture 20 Plant Science Cornell University Ithaca, NY 14653 (607)255-4586 (607)255-9998 fax http://www.hort.cornell.edu/uhi/ Page 1 Journal of Arboriculture 21(4): July 1995 A NEW URBAN TREE SOIL TO SAFELY INCREASE ROOTING VOLUMES UNDER SIDEWALKS by Jason Grabosky and Nina Bassuk Abstract. Soil compaction, which is necessary tc safely support sidewalks and pavement, conflicts with urban trees' need for usable rooting space to support healthy tree growth. We have defined a rigid soil medium that will safely bear loads required by engineering standards yet still allow for rapid root exploration and growth. This was accomplished by forming a stone matrix and suspending soil within the matdx pores with the assistance of a hydrogel gluing agent. Initial studies using three stone types and various stone to soil ratios showed that the compacted stone-soil test medium (dry densfties > 1700 kg/ms) increased root growth by a minimum of 320% over the compacted clay loam control (dry density of 1378 kg/ms). The proposed system can safely hear load demonstrated by California Bearing Ratios consistently exceeding 40. Discus- sion of a critical mining ratio is presented as an approach for developing a specification for field installation. Because lack of rooting space is arguably the most limiting factor affecting a street tree's water and nutrient demands over time, urban trees need to have access to larger volumes of soil if they are to achieve the size, function, and benefits for whichwe plantthem [13,17]. Urban soilcompaction generally occurs in what would be the tree's preferential rooting zone: the shallow lens of soil no more than three feet deep extending well beyond the tree's canopy [18]. Compaction con- tributestoinsufficient rooting volumes by increasing the soil's bulk density and soil strength to levels which impede root growth [3,8,10,25]. While several reasons for densification and compaction of urban soils exist, the most ubiqui- tous problem we face is the purposeful compac- tion of the soil surrounding a street tree to support pavement or nearby structures. Compaction is necessary as acost-effective wayto increase the strength and stability of existing soil materials to preventtheir settlement under oraround designed structures [7,11,14,23]. It increases the bearing capacity of the materials below the pavement system and reduces the shrinking and swelling of 187 soils that occur with water movement or frost action (11,26]. Thus any effort to increase the rooting area for street trees under pavement must accept the necessity of compaction and under- stand the levels of compaction needed to safely design pavement structures. Proctor density. A standard measure of compactive effortwhich is often specified is termed Proctor density... It is important to understand exactly what this term means and how it is iden- tified. Originally developed for evaluating and controlling compaction of fine textured soils when building earthen dams, the Proctor testing pro- cedure describes the relationship between soil moisture, a standard compactive effort, and soil porosity (void space)[19,20,21,22]. As the soil moisture increases, a standard compactive effort yields progressively greater bulk densities (and fewer voids) up to an optimum. After the optimum is reached, densities decrease with increasing soil moisture because the soil is held apart by the incompressible excess water in the test sample [19,21 ]. ProctorOptimum Density is the high point on a curve plotting the dry density of the soil against increasing moisture content as a result of a standard compactive effort arbitrarily set to simulate a compaction effort used in the field (Figure 1)[2,12j. The standard effort consists of the near equivalent of 25 blows from a 5.5 Ib. hammer falling 1 foot onto each of 3 equal layers of material, These layers fill a 4 inch diameter, 4.584 inch depth mold in the usual test [2]. By adjusting the moisture content to match that as• sociated with the observed peak of the moisture density curve, a contractor can get the most efficient compaction per unit effort. Compaction at other levels of moisture content would require more labor to reach the density achieved by ____ __. ---~--V-- . -~..- w, 188 noo tsao tsso tsao m tszo Y C ~50U d Z, 1580 0 156[ sac tszc 150( m a >° 0 o: >° Figure 1. Curve showing the moisture density re- lationshipfound for a clay loam soil as the result of a standard Proctor compaction effort. The peak of this curve would be defined as 100% standard Proctor density. The effects of increased density on the porosity of the soil is also shown via the void ratio. Porosity =void ratio / (1 + void ratio). compacting at the optimum moisture content and could affect the compacted strength of the mate- rial despite an acceptable dry density [11]. A lesser density will usually have an associated lower strength and bearing capacity [i i]. The density generated by the previously de- scribed laboratory test at optimum moisture con- tent is defined as 100%standard Proctor Density and serves as a benchmark setto maintain quality control over the compaction process during con- struction. In practice, construction specifications require a percentage of Proctor Density and the term `Proctor Density" could be derived from any of the compactive efforts described by the ASTM moisture density relationship specifications [2]. Since the test is standardized, it is often used to generate a dry density from which to test a material's shear strength, bearing capacity, and/ or deflection resistance. This information can be used to evaluate and define a material for safe engineering design practices, in a sidewalk or parking situation, a failure could translate into Grabosky & Bassuk: Soil Under Sidewalks large financial liabilities such as vehicle damage, personal injury, increased maintenance, or pre- mature replacement costs. California Bearing Ratio. The Proctor mois- ture/density relationship is also used to identify a standardized testing point for evaluating a material's load bearing capacity via the California Bearing Ratio (CBR) [1,26]. This ratio compares materials used under, pavements to a standard material which has been empirically determined to be a satisfactory pavement base [2,11]. This value isdependent on frictional strength, therefore moisture content and bulk density are major fac- tors inthis testing procedure. A CBR value of 100 would be interpreted to mean. that the tested material had the same bearing capacity as the reference standard (100%). With the CBR value, the necessary pavement thickness can be determined by evaluating com- ponents of the soil profile materials for shear strength under pavement [1,5,27]. A typical soil profile under pavement would include the subgrade, i.e. a native or otherwise preexisting soil typically with a large amount of fine particles. 'The subbase and/or base courses are usually well-graded gravels, and the wearing surface is whatwe often think of as pavement (Figure 2) [11]. Acceptable CBR values are assigned for each layer used in. pavement systems with minimum acceptable bearing capacfties increasing for each consecutive layer from the bottom toward the top surface grade. The subgrade, which is the deep- est level, often has a comparatively low CBR in the range of 5 to 10 [1,11]. Base materials are normally much stronger than the subgrade with acceptable CBR values ranging from 40 to 80 [11]. These values could be considered acceptable for matenalsusedunde a\vedsurfacesinlighttraffic situations which would inc\ de maintained mu- nicipal sidewalks. The CBR test places a compacted cylinder of material onto a loading press that forces a piston into the soil to a depth of 0.5 inches at a uniform rate. The strength of the material is found by measuring the load required to continue the penetration. A curve plotting load against pen- etration isshown inFigure 3.This curve is corrected far surface irregularities as shown by the seg- 0 5 10 15 20 25 30 35 Moisture Content Yo Journal of Arboriculture 21(4): July 1995 ;e>'. c'. z> ~y ,~.. :: .. .... Wearing Surface: Often concrete or asphalt, depth is dependent on the material used. Base: A very stable layer which is asand-gravel material or a material stabilized with a binding agent. This layer can be from 5 - 30 cm in depth. Subbase: An optional layer of stable material, often 15 - 30 cm of a sandy or gravelly material. Subgrade: The preexistent soil at the site. The top layer is compacted before any of the base or pavement layers are installed. Figure 2. Definition and locations of the layers which can make up a sidewalk. Adapted from Holtz and Kovaks (11). mented line. The point where the segmented line intersects the X axis is defined as the corrected starting point and the segmented line is used to describe the load/penetration relationship [2]. The load at 100 mills (0.01 inch) on the corrected curve is divided by the load needed for the same penetration into the standard reference material (6.89 MPa) [2, 26]. The resultantvalue expressed as a percentage is the CBR value. A marginally acceptable or unacceptable base could have an acceptable CBR at field capacity and lower moisture levels normally found outside of the laboratory, but could fail in a saturated condition, which often occurs in the spring. Forthis reason, CBR tests are often subjected to a 96 hour saturation period to accommodate the worst case scenario. Soil classification systems. Horticulturists and soil scientists often use the USDA soil classifica- tion system for characterizing agricultural soil 189 Cali fornia Bearing Ratio te st 4 I lJmeslone 5.026:1 2066kg/m 3 i z9oo I I ' I I zaoo _. .. I to ~ I Zx00 lYNI ~- -i I -- - .. ,d 1000 §1600 Retmde6 C0A turn - - 13 ~ I ' ^ 1400 -- 10 y I ti 1300 _ ' ' ~ - e ~ ~ y g i009 . . . - ~ j 960 _ _ __ __ _ 6 § ~. -- 600 4 I f I aPo Cp~rtcW CRR Cwrt ~ . 0 ? ~ - x ~ x 0 . 0 0 "0 1C0 SM ]PZ dG0 50 0 P9nmaum InmN6 (.001 NNe9) I PmM6m R+mem mm canem w+e sNmoe Mm ee:en,.e cen.em M14 mm pu MP. ptl MPa pel NPe C0R CBR '. xs oe dm ].ee x6z 1.a W 1.] e>p. l66 I6] ],]Z i5 1.9 B31 6.8 6f0 431 100 23 ' WS 6.FB )B] Sao 10.V R69 PB.60 ]63] I 1x5 az 991 6es uer e.w ,w a.e 1au ~v low ]2a ns as n9z 616 nez e,w xoo s 1wa e.99 ~ law e.69 1sw 1o.x 9sn fie.ox ]W i.5 t6ay 11 t9 1x1] 11.& t9W 13.1 6]YJ w.35 <CO 10 ZOW tl<3 X93 1aA3 2YV 15.69 Bl.w 91.W Sw 125 2ax0 16.69 ZaYp 16.69 x&V 1]0] 9].06 9106 Figure 3. A typical CBR test from the tested lime- stonestone/soil mlxreported in graphlcand numeric form. The CBR value is calculated by dividing the tested load by the standard load and multiplying the result by 100. systems and describe their behavior in terms of their porosity, nutrient holding capacity, and .drainage [30]. The geotechnical engineering community uses the Unified Classification System to characterize materials. This system could be called a classification by behavior during engi- neering uses with divisions in classification coin- ciding with shifts in engineering characteristics [7,14,28]. We felt that the soil mixes we were developing should be defined using the Unified Classification, System to beater communicate our most promising soil mixes to the engineering community. Geotechnical engineers use the Unified Clas- sification System to help predict soil properties such as frost-heave susceptibility, drainage and water infiltration, expected compacted densities, bearing strength, and pavement base efficacy [5,28,29]. Figure 4 shows how a material's clas- 190 Grabosky & Bassuk: Soil Under Sidewalks yuarevmtxa~ srnma. '' >+~re ~3or~ °~*+103~aue ~ p~yy ~~ - .. ~ rorgosreenat rorn~rec~ . crt°ox '~ mrt m, We0-gMed End apiw]- eod»41Ctlcam~ Pza-me g~ ' nmeb f 3k ~Y ~dkl sr oC b-10 (iUVPL [i OMj'~~13 p[Kk pepnd_ _ ~Z. nines ocm [md fiebguod ~•e~ ~~ 3a-GO ~ d Cat r____ _. ~ 6~bs]t5'6n'0~a dmd __________ Sor mg°od ~ _ ~ r~bpoar a_W n ~ Pao bmlwmbk ~ __ p~mp.giully smpesiwc ' ______. m.30 a " gsseJ+ GIs fiu ' ~6~ - portmmssmLhk ~ ~~ ~ y1.30 go SW e0-ended ~tmd3Qpn*~S' d I hol f Svb ~ P~Q mrcb ~Y~ f] m t e rrm mo edl~ XI •~0 ~ Poadygnded sm~ agnvrIly ~ mm b ~5 fink trm fm roa~bnoss®ble ~Ys4l~s Psaellmt' 10-b gAlID ANO d(Nd ~ d tebgaod poQ m r~m~ 13 . gy ~____ -b ~ ° gOR' »mOS rid-al(onamn P°QbLc ~~~ ______ e4~tb Si h _______ PM m.P~~Y ~'m[ _ _ _ _ _ _ 10 g .171 5 C ~~Ys~4smfelry~smec P~ n(midbk m P °*b.t~+OS' 3 mpy33~ -fi Figure 4. Material behavior as related to the Unified Classification system. Adapted from Holtz and Kovaks (11) and US Waterway Station (28). sification can roughly predict performance as a pavement base. The last column notes typical CBR ranges for listed materials. Note that for a marginally acceptable base (CBR = 40), a formi- dable load of 2.76 MPa (400 psi) is required to penetrate 2.5 mm (0.1 inches). Since the CBR can be affected by moisture in fine grained soils, a CBR of 40 would normally be marginally accept- able in a saturated condition, and penetration resistance would increase as the soil dried. Luckily, root tips' are much smaller than a CBR testing piston and mayfind small zones of less resistance, but the example serves to highlight the contra- dictory demands of root expansion and base compaction for sidewalks. Implications for roots. By acknowledging the need for compaction from a structural viewpoint, we can understand why roots often have trouble penetrating the bases and subgrades of many sidewalks. For sidewalks, a minimal removal of existing material is often the case, so the subgrade very often will lie within 8 inches of the final grade. This is the first zone that experiences a compactive effort during construction. Base materials are placed onto the subgrade and compacted as well [11]. Boththesubgradeandthebasearenormally compacted to at least 95% of an optimum density, which often is restrictive to root growth [11,15,18], It is thus no surprise that when roots "escape" oroutgrowtheirplantinghnles they usually choose zones of lesser compaction due to sub-surface structures such as along utility lines, or the base course immediatelybeneaththe actual pavement where the open granular nature of the layer might contain enough voids to allow root growth [6,15,17,18]. It is also of little surprise to observe sidewalk damage from those roots which expand radiallyastheygrowdirectlybeneaththepavement since this interface can provide greater opportu- nityforroot penetration and growth in comparison with the compacted layers below. Streettrees prefera less dense rooting medium Journal of Arboriculture 21(4): July 1995 that allows roots to penetrate to a depth of two to three feet, but this.is currently unacceptable under sidewalksfrom astructural safetyviewpoint.Those trees that do not "break ouY' are sentenced to a limited future dictated by the limited amount of designed rooting volume within the planting pit or island. This volume is not likely to support the tree for the designer's and the public's expected life span as borne out by the high tree mortality rate found in planting areas surrounded by pavement; often dying in as little as 7 years [13,16]. A New System To solve this problem, our objective was to develop an easily produced soil medium that would meet engineers' specifications for load bearing capacity, but still allow for vigorous root growth through the compacted profile, thus in- creasing overall rooting volume without compro- mising safety. This could be thought of as an evolution of the compaction-resistant planting medium employed by Patterson in Washington, D.C. but with greater load bearing requirements [16j. Our system would build agap-graded, load bearing stone matrix that could meet the engi- neering requirements while suspending a noncompacted rooting medium within the voids that exist between the stones. Materials in which the full range of particle size classes are lacking except for one or two widely varying size classes are often termed "gap-graded:' Figure 5 shows examples of the gap-graded ma- terials we have tested. These materials exhibit good drainage capabilities due to the inability of the particles to tightly nest into a uniform soil profile. It was our intent to use this fact to our advantage in manufacturing such a medium. In our medium, gravel and soils were mixed so that loads would be transferred from stone to stone in the gravel while leaving the soil between the stones essentially unaffected by compaction. Theoretically, roots would be encouraged to grow deeper into the undompacted soil between the stones which allow for greater water and air movement. This medium might also reduce sidewalk failure, another goal of this system, by encouraging deeper root systems. A series of studies were initiated to identify a 191 Limestone ~ , ,~ ~ $ee .;g: i !~~ ; ~ i II I~ 1 a l ., ,, . ~: ,. gOfi {p4 I i~l I ~ ~I~I I' I I ~I `yI I •' '5 1 ~0s ~ J, . I 1;,6! III. I .... I.: L. ~ .., . ~, ii: e m 100 s 0m1 0.a1 01 + ,Md. ~.. ei.m.l., (mml High Friction I 0e a L•I; 06 ~0e _`_1 .1 ~i,_ ~e~ 0 1 ,,, % 0m1 0.01 e.1 + 10 1aa p.n~a.t:a alaa,.ur 0nm1 Solite s1 I ~0e ~ L_ ~ ~Ll e e -- ?. ~02 III `_o I -~ €e - + 0.001 0.a1 e.t 1 1fi 100 Pww m. mamn.rlnunl scone m Soli po5o Unified Clessi6m5oq 3.66:1 GMGC 5.26:1 GP GMGC Sbna to soil fiaUO wm,d cla>smvwn 5.4]:1 GP GMGC ].B1:1 GP sl0na w Sell patio Uniesd Clessllrauon 1.48:1 cMGc 209:1 GMGC Figure 5. Linden test media particle size distribu- tions. All curves represent the extremes of the tested stone to soil ratios. In each graph, the higher curve represents the highesttested ratio, the lower curve represents the lowest tested ratio. Note the gap graded nature of the mixes with material between 25 mm and 12 mm all but lacking entirely. promising stone to soil ratio that would meet our objectives. To achieve this end, two important principles had to be recognized. First, to prevent soil compaction and facilitate the necessary air- filled porosity, the volume of soil in the stone and soil mix must be less than the total porosity of the compacted stone matrix. At.this point, the bearing capacity of the system would largely become a function of the strength of the stone alone. The determination of this point was a critical step in the definition of this medium. Second, the soil could not be allowed to sieve to the bottom of the stone matrix during the mixing or compaction phases of its installation. A small amount of a hydrated 192 hydrogel was added to the stone matrix before blending in the soil to prevent the stone and soil from separating. This hydrogel acted as a glue, attaching the soil to the stone much as a tackifier works in hydroseeding applications. Grabosky & Bassuk: Soil Under Sidewalks containing the stone sample. The mean of five measurements determined the noncompacted matrix porosity of 44.7% for the crushed lime- stone, 40.0% for the gravel, and 47.8% for the Solite®. For each stone type, four mixes were gener- Materials and Methods sled byadding enough clay loam to fill 100, 90, 80, Linden study. Thethreetypesofstonechosen and 70%ofthemeasurednoncompactedporos- fortheinitialtestsaredescribedinTablei.Crushed ity. The resultant blends are listed using a dry limestone was chosen for its angularity and con- weight ratio as shown in Table 2. The dry weight sistency as a manufactured material. A high fric- ratios varied due to the different specific gravities tional quarried gravel was chosen for its pre- of each stone type. The Unified Soil Classification dominantlyroundshape.Athirdstonetype, Solite System was used to define each blend and to (a heat expanded slate), was chosen for its rigid predict their performance in an engineering con- riature, light weight, and porosity. The crushed text. and quarried stones conformed to a 0.5 -1.0 inch Each of these blends was also blended with a gravel size range which was purchased as a #2 poly-acrylimide hydrogel tackifier (Gelscape® size stone [2]. A clay loam was chosen for the Amereq Corporation) to prevent aggregate interstitialsoilcomponentofthemixbecauseofits separation during the mixing and compaction of water and nutrient holding capacity, a critical such gap-graded mixes (Figure 4). The tackifier factor in a mostlystone root environment. Twelve was used at a rate of 38 grams per 13650 cros of biendswereusedinthisfirsttestrepresentingfour uncompacted mix (approximately 152 grams increasing stone: soil volumetric ratios for each of hydrogel per 100 kg stone on a dry weight basis). the three stone types. Compacted clay loam with and without hydrogel To determine stone to soil ratios, the percent- served as the controls for a total of 26 treatments age of voids within a matrix of each stone type with six replications. were measured. Five random samples from each Each mixture was blended in a small rotary stone type-were placed into containers of knowri concrete mixer in two batches and then com- volume and brought to a saturated, surface dry, bined.Foreachblend,six14.2Lnurserycontainers condition. From this point, a loose pack porosity (#5 short) were filled for a single lift compaction. was determinedforeachstonetypebymeasuring Excessmaterialwasstoredtofillsettlementsafter the amount of water needed to fill the container the initial compactive effort. The containers were Table 1. Materials used in developing test~blends. The Solite® was blended to approximate the same particle size distribution as the other two stone types. Material Specific % passing % passing % passing Coefficient Description used gravity 38.t mm 25.4 mm 12.7 mm of (Gs) sieve sieve sieve uniformity (1.5") (1.0") (0.5") (Cu) #2 Crushed 2.71 100 94.1 6.7 1.4 All angular stone limestone #2 High friction 2.66 100 ~ 98.8 3.2 1.34 Round quarried gravel,oversized crushed aggregate and blended back, % limestone = 16% Solite® 1.50 > 90 83 < 5 2 Exploded slate, very porous Soil 2.58 - 26.4 % sand - - Shredded clay loam, pH = 5.25 40% silt -dry bulk density = 1110 kg/m3 33.6% clay -Plastic limit = 20.5, liquid limit = 27.5 (USDA) -Std. Proctor opt. density = 1674 kg/m3 Journal of Arboriculture 21(4): July 1995 193 Table 2. Description of linden study media. Densities. were measured at the end of the study. Overall standard error ofdensity bytreatment =24.69 kg/m3 excepting where single replicates had died (X); in which case the standard error = 27,04 kg/ms. Stone type Stone to Calculated Calculated Observed dry density in kg/m3 % Actual porosity soil dry Proctor porosity (%) (% Proctor optimum) without with weight optimum at Proctor without with hydrogel hydrogel ratio density optimum hydrogel hydrogel (kg/m3) density Limestone 368:1 2000 25.5 1789 (89%) 1594 (80%) 33.4 40.6 4.09:1 1987 26.0 1767 (89%) 1571 X (79%) 34.2 41.5 4.60:1 1978 26.4 1748 (88°!0) 1602 (81 %) 35.0 40.4 5.26:1 1965 27.0 1638 X (83%) 1594 X (81%) 39.1 40.8 High friction 5.47:1 2068 21.9 1623 (88%) 1681 (81 %) 31.2 36.5 6.03:1 2038 23.1 1812 (89%) 1692 (83%) 31.6 36.2 6.84:1 2004 24.4 1852 (92%) 1716 (86%) 30.1 35.3 7.81:1 1972 25.6 1784 (90%) 1723 (87%) 32.7 35.0 Solite® 1.46:1 1500 22.8 1269 (85%) 924 (62%) 34.7 52.4 1.70:1 1414 25.7 1216 (86%) 1132 (80%) 36.1 40.5 1.78:1 1391 26.5 1226 (88%) 1154 (83%) 35.2 39.0 2.09:1 1317 28.9 1153 X (88%) 1122 (85%) 37.8 39,4 Clay loam (Ck) - 1674 35.4 1378 X (82%) 1248 (75%) 46.8 51.8 fitted with a 6 X 20 cm PVC tube wrapped in cheese cloth which served as a 565 cm3 place holder for the planting hole. The cloth prevented materials from falling into the tube. The tube was removed afterthe compaction process. This pre- ventedundue disturbanceofthe compacted profile while allowing for a planting hole. The tubes were placed slightly below the plane of the top of the container to prevent vibratory effects during compaction. The containers with the stone-soil blends were then compacted. To compact the test blends, all containers were blocked pot to pot and covered with a geotextile. The geotextile was covered with a 1.5 inch layer of #2 stone and then compacted with a vibratory plate tamper (Wacker VPG 160K). The fabric and stone deformed into the containers as the media settled, maintaining media/tamper contact for uniform compaction. Compaction consisted of four passes with the plate tamper; care was taken to pass the center of the tamper over ali edges of the block for uniformity of compactive effort. The coverings were removed, and the initial excess test blend was replaced into the containers where settlements had occurred. The pots were again covered and four more passes with the tamper were performed. Controls were compacted in four lifts with an impact hammer method instead of a vibratory plate tamper due to the fine nature of the clay loam. During the plant harvest, the final densities and porosities were calculated (Table 2). On June 9,1993, dormant Ti/ia cordata seed- lings with swollen buds were standardized to a single stem of 50 cm. The root systems were standardized to a single root of 15 cm with all laterals and the root tip removed. Planting tubes were slid out of the compacted containers, and lindens were installed with the same shredded, noncompacted clay loam as was used to fill the interstitial voids in the stone-soil mixes. Plants were watered in after planting and placed into a completely randomized experimental block. They were grown on an outdoor gravel pad in Ithaca, NY, kept weed free, and watered as needed until the end of August, 1993. Plants were forced into an early dormancy after the trees had set terminal bud by placing them into a 6°C cooler on August 31, 1993. After approxi- mately three months of chilling, the plants were 194 placed into a greenhouse in a completely random- ized experimental design on December 8, 1993. The plants received 16-hour day lengths using supplemental incandescent lighting. The green- house temperatures were maintained at 21°C/ 15.5°C day/night and plants were watered as needed. The trees were harvested beginning on March 28,1994, oncethey had again setterminal bud. At harvest, the final volume of each test container was calculated by taking the average of tour measurements from the top of the container to the soil surface (one from each quadrant of the con- tainer), and subtracting the empty volume from the total pot volume. The final weight and moisture content was measured and the final dry density calculated. 'The root harvest consisted of a total root ex- cavation and collection. The initial standardized root was removed, and the remaining roots were washed free of soil. The volume of new root growth was measured using water displacement in a graduated cylinder. The roots were viewed as cylinders with a diameter equal to the average root diameter which was estimated to be 1.5 mm yielding an average root radius of 0.75 mm. By taking the-water displacement of the roots as the volume of these root cylinders, root lengths were calculated (Table 3) from the following constant relationship: Length (cm) =Volume (cm3) + [pi x (0.075cm)2]. This transformation was done to more effectively communicate root growth by length rather by volume. Since the data were transformed by a constant factor, any treatment differenceswerenotobscuredordeveloped.Plants were harvested following the randomized design. Due to the number of plants and the painstaking nature of the root excavation, the harvest lasted from March 28 to April 29, 1994. Engineering behavior of limestone based media. Initial determination of the engineering properties of the blendswas accomplished through the testing of the limestone based medium, which was chosen for its manufactured consistency, A series of limestone mediawere blended in batches in the same manner as described in the linden study. Blends were based on a 100 kg stone component contribution. Based on the linden study Grabosky & Bassuk: Soil Under Sidewalks Table 3. Respohse of linden root development by treatment. Overall standard error by treatment 348.4 cm excepting where single replicates had died (X); in which case the standard error = 381.6 cm. Stone type Stone to soil ratio Avg. root length (cm) without with hydrogel hydrogel Limestone 368:1 1971 3216 4.09:1 2264 1879(X) 4.60:1 2047 2839 5.26:1 1947(X) 2773(X) High friction 5.47:1 2377 2584 6.03:1 .2509 1999 6.84:1 1981 3103 7.81:1 3169 2462 Salite ® 1.46:1 2528 2726 1.70:1 2811 2D84 1.78:1 2113 2226' 2.09:1 2467(X) 2433 Clay loam - 586(X) 3640 observations, the initial hydrogel tackifier rate was thoughtto be higherthan neededand was therefore reduced to 38 g of hydrogel per 100 kg of stone in the engineering tests. In the linden study, matrix pore volumes were calculated for noncompacted stone. When the matrix was compacted, the resulting matrix pore volumes were reduced. Therefore, the soil that was initially measured to volumetrically fi1170, 80, 90, and 100% of the noncompacted matrix voids would now be found to be compacted at least at the 90 and 100% levels (the two lowest stone to soil ratios for each stone type). After looking at the final compacted stone matrix and the bulk density of the clay loam used in the study, the soil volumes used would overfill the interstitial voids at the stone to soil ratios used unless the soil was compacted. For this reason, the mixes tested in the engineering phase of the study represented stone to soil ratios ranging from 4:1 to 7:1 (Table 4). The mixes also represented a range which would start to define a critical stone to soil ratio and maximize the soil component of the system. Moisture density relationships were determined foNowing standard Proctortesting methods (ASTM D 698 method D) [2] with the following modifica- Journal of Arboriculture 21(4): July 1995 195 Table 4. Observed maximum densities and associated moisture contents of limestone blends resulting from standard and increased Proctor type compaction efforts. Porosities are calculated for each density. j Stone Observed maximum Observed 'Porosity at Observed maximum Observed Porosity at 1 to soil dry density from optimum optimum density dry density from optimum optimum ~ ratio 592.7 kJ/ms moisture from 592.7 1609 kJ/m3 moisture density from effort contenttl % kJ/m3 effort effort content kJ/m3 effort 4.057:1 1990 12.2 26% 2030 12.1 - 13.0 24% 4.997:1 1970 12.0 27% 2050 9.0 - 12.0 24% 5.026:1 1960 11.8 26% 2040 8.0 - 12.5 23% i 6.28:1 1920 11.0 29% 2030 8.5 - 11.5 25% ~ 7.085:1_ 1910 11.8 29% 2000 11.5 - 13.0 26% tions. No sieving of the materials was done since 15%+ of the material would be retained. on the 0.75" sieve and its removal would radically change the tested blend. The 6" mold was chosen to accommodate the large aggregate. A metal rod was thrust 21 times at the edges of the mold in the initial lift to prevent bridging of the stones against the base of the mold. This bridging would have created inordinately large voids at the base of the compacted profile yielding inaccurate dry density calculations. Screeding the material level with the top of the mold for accurate volume calculation required the removal of stone that extended into the-mold. Upon removal, smaller stone particles and soil were replaced into the mold in an ap- proximation of the stone to soil ratio of the tested material. This material was packed by hand and pressure applied with the screeding barto reduce the potential difference in compactive effort in those replaced areas. The standard compactive effort of 12,375 ftlb/ ft3 (592.7 kJ/m3) in three lifts was applied in the mannerdescribedeaylier. Moisture density curves were based on seven resultant density test ob- servations at increasing moisture levels. All test materials were allowedto sitfor24 hours in closed containers to allow for equilibration of moisture content since water was added to generate each increased moisture content. Specific gravity val- ues for each blend were calculated from the specific gravity of each ingredient (listed in Table 1) and the stone to soil ratio for each blend. The specific gravityforeach blend was used to calculate porosity and void ratios fdrthat material at various oven-dry densities. A second set of compactions using a 101b (4.54 kg) hammer, 18" (457 mm) drop, 3 lifts, and 56 blows per lift (ASTM D1557 method D in onlythree lifts) were also completed. This resulted in a 33,592 ftlb/fts (1609 kJ/m3) compaction effort. Determination of the expected standard proctor optimum density for all stone-soil blends was calculated by first compacting each stone type with the standard 592.7 kJ/m3 effort and deter- mining its density as an average of five tests. By adding to this the dry weight of noncompacted clay loam soil for each stone to soil ratio, a predicted optimum dry density for each mix was calculated. Variability of moisture content in each test was estimated to be±1 % due to the stoniness and the rapid drainage capacity of these blends. Variation in dry density was assigned at t7.5 kg/m3 calcu- latedfrom the specific gravity of the blend and the size of the mold. California Bearing Ratios were determined on test blends with limestone to soil ratios of 4.057:1 and 5.026:1 to see how they would sustain loading and to judge their efficacy as potential pavement bases. CBR testing was conducted on soaked samples following the ASTM 1883 protocol [2]. Materials from limestone stone to soil ratio 4.057:1 were compacted with a 1609 kJ/m3 effort (Table 5). Materials for the limestone stone to soil ratio 5.026:1 were compacted using the standard 592.7 kJ/m3 and 1609 kJ/m3 efforts. Piston seat weight 196 Grabosky & Bassuk: Soil Under Sidewalks Table 5, CBR testing results from two limestone test media, All tests were subjected to a 96 hour saturation period by submersion. Stone to Comparative Moisture Resultant CBR at CBR at Post CBR Surcharge soil effort content (%) dry 2.5 mm 12.5 mm test moisture used during ratio (kJ/ms) during density penetration penetration content (%) saturation compaction (kg/ms) period (kg) 4.057:1 592.7 9.5 1961 48 57.2 11.8 6.936 592.7 9.5 2068 76 73.5 11.2 5.71 592.7 9.5 1946 49 45.9 11,5 5.749 1609 9.9 2044 65 113.3 9.8 5.726 1609 9.9 2081 99 93.9 10.5 5.748 5.026:1 1609 9.2 2042 65.1 64.1 11.2 5.715 1609 9.2 2015 101.5 105.3 9.4 5.748 1609 9.2 2025 125.3 78.6 11.3 5.737 1609 9.2 2055 96.5 93 10.8 5.731 1609 9.2 2005 95.3 82.4 9.9 6.936 1609 9.2 1983 79 80 10.6 6.943 on all specimens was 6.75 lbs. All samples were soaked by submersion for 96 hours and drained for 15 minutes priorto testing. During the soaking period, all samples experienced a metal surcharge of 5715-6943 g to simulate a pavement layer over the test material duringthe saturation period (Table 5). The. penetration rate of the piston was slowed to a uniform 0.025 inches/minute and readings were taken as each stone breakage registered and at the ASTM standard recording depths. The curves were generated using these points and then corrected as per ASTM 1883 [2,26]. The resultant curve could consequently lie inflated, but would more accurately reflect each material's behavior in comparison to only the predetermined depth readings and would be a function of the stone's inherent strength. Results and piscussion Linden study. Roots in the compacted nonhydrogel controls were observed only in the initial noncompacted planting tube area except in one replication. In the one replicate where roots did penetrate the soil, roots followed the interface between two lift compaction zones and grew to- ward the side of the container but did not reach it. In all other stone and soil test media the roots were observed to reach the bottbms and the sides of the containers throughout the entire profile. Occasionally, roots were seen to grow around zones of poor aeration where uneven mixing left high concentrations of hydrogel. This problem was observed in 4 replicates of the mix containing .the highest proportion of soil (4.09 parts limestone to 1 part soil) with hydrogel. Mycorrhizae were observed in nearly all test containers, with ex- ceptions occurring randomly across the entire range of test media. Root growth was impeded in the control without hydrogel compared to all other blends and the addition of hydrogel to the control increased root penetration by621%overthenonhydrogel control (Table 3). The bulk density of the clay loam with hydrogel was 1.25 as opposed to 1.38 without hydrogel (Table 2). This could be attributed to swelling of the hydrogel in the soil separating the soil aggregates reducing the dry density of the soil. This would also create relatively large pores which would allow for vigorous root growth. There were no significant differences between the stone types or the stone to soil ratios. There was no significant effect on root penetration caused by the use of the hydrogel, type of stone, or stone to soil ratio. No interactions were found. All treat- ments significantly improved root growth when compared to the control (p<.001). Root length in the stone-soil blends ranged from 1879 cm to 3216 cm, an improvement of 320-548% over the Journal of Arboriculture 21(4): July 1995 soil control (Table 3). The overall low standard error of observed density indicated that compaction variability be- tween replicates in the linden study was low. Standard errors of density ranged from 25 to 27 kg/m3 in systemswith densitiesfrom 1090 to 1852 kg/m3 (Table 2). Since there were differences in ~' specific gravities among stone types, it would not be appropriate to compare groups by observed densities alone. More revealing was the effect of ~ hydrogel on density for each treatment and as a I percentage of optimumdensityforeachtreatment. As the stone tosoil ratio increased, the difference in density between each mix with and without hydrogel decreased (Table 2). This may indicate that in the lower stone to soil ratios, the water absorbed by the hydrogel held the matrix stone apart during compaction. By comparing the dry densities of the linden study mites and factoring in the particle density of the solids; we calculated the porosity of the mixture (Table 6). The hydrogel rate used in the linden study was approximately 150 ghydrogel/100 kg stone. If the material ab- sorbed 200 times its weight in water, it would have been able to hold enough water to cause com- pactfon of the clay loam if the blends had'been compacted to Standard Proctor Density. As the Table 6. Porosity of non-compacted loam used to create the blends=57.1%. Comparative porosities of stone/soil mixes if compacted to standard Proctor optimum density. Porosity of interstitial soil also shown, from dividing volume of voids by the vol- ume of soil solids. The stone is treated as inert space and is ignored in the calculation. Stone- Stone to Porosity blend soil ratio at standard Proctor optimum density (%) %soil solids Porosity soil in compacted within the profile .stone by volume matrix (%) Limestone 3.68:1 25.5 19.3 56.9 4.09:1 26 17.7 59.5 4.6:1 26.4 16 62.3 5.26:1 27 14.3 65.5 High friction 5.47:1 21.9 14.4 60.4 6.03:1 23.1 13.1 63.8 6.84:1 24.4 11.6 67.7 7.81:1 25.6 10.3 71.4 197 stone to soil ratio increased, empty pore spaces in the matrix would have to increase. The increased empty pore volume would allow space for the hydrogel to swell without displacing the matrix, resulting in less of a difference between hydrogel and nonhydrogel treatments of the same stone/ soil mix. All of the blends were classified by the Unified Classification System. The blends were charac- terized bystone type and particle size distribution showing their gap-graded nature (Figure 5). The limestone blends rangedfromgravel-silt mixture/ clayey-gravel (GM-GC) to a poorly graded gravel/ gravel-silt mixture/clayey-gravel (GP-GM-GC). The high friction aggregate mixes ranged from a poorly graded gravel/gravel-silt mixture/clayey- gravel (GP-GM-GC) to a poorly graded gravel (GP). The Solite blends all fell into the gravel-silt mixture%layey-gravel (GM-GC) category (Figure 5) Itwould appearthatthenon-Solite®stone-soil blends would serve as an excellent subbase, and a good base at the higher stone to soil ratios (Figure 4). Also, the non-Solite®blends normally would exhibit only a slight susceptibility to frost action [4,5,28]. Although Solite® blends com- pared poorly with the non-Solite® stone blends, care should be taken before discounting the Solite® since the classification is based on the weight of the particles and Solite®, being a heat expanded slate, is very light per unit particle size when compared to the clay loam due to entrapped air voids within the aggregate. The Unified Classifi- cationmay not be a valid predictor of performance in this unusual case. Observations of root growth indicated that Solite® behaved similarly to the other stone types (Table 3). Comparison of the poros ity of the u ncompacted clay loam (57.1%) with the calculated porosities within the interstitial spaces of the stone matrices (56.9%-71.4%), showed that the soil within the stone matrix had equal to or greater porosity than the uncompacted soil (Table 6). The porosity of the uncompacted loam was in fact between 10 and 30% less than the soil within the stone matrix [9]. This would explain why root growth was unimpeded in all of the stone/soil blends as compared to the compacted soil without hydrogel __,-a 198 Grabosky & Bassuk: Soil Under Sidewalk; control; despite the higher densities of the stone/ soil blends. This is good evidence for using the porosity of the soil within the stone matrix spaces and not the porosity of the total stone and soil system as the critical measurement. if root growth was impeded with 45.4% porosity in the compacted clay without hydrogel, then it would seem surelyto be impeded with the 22 - 27% overall porosity in the stone/soil blends, (Table 6) yet root growth increased a minimum of 320%overthe compacted soil control (Table 3). Since there were obvious increases in root growth overthe control in all treatments, there was reason to believe that this type of system can be used to successfully sustain streettree root growth. This system will allow root penetration and normal short term growth over a wide range of stone to soil ratios when compacted to 80% standard Proctor Optimum Density. Studies at higher den- sities are underway. Engineering studies. The soil mix density was seen to consistentlyincrease asexpected with the increased 1609 kJ/ms compactive effort and with one exception, with increased amounts of soil in the stone matrix (Table 4). The exception involved limestone 4.057:1-where, at the 1609 kJ/m3 effort, the density observed actually dropped over 2.5 times beyond the assigned margin of error of 7.5 k9/ma• This was taken to indicate that a critical stone to soil ratio had been crossed, and the soil portion of the blend had possibly impacted the formation of the stone matrix. A minimum CBR value of 40 was considered satisfactory, and all tested blends showed an adequate CBR rating (Table 5). All samples would have been an acceptable base under saturated conditions (the worst case scenario) provided that the pavement was thick enough to withstand the projected maximum load of the sidewalk. In the remaining ten samples, the CBR values covered a range of 60 units (a very wide range) over densities that varied from 1946 to 2081 kg/ms (a very narrow range). This difference in range could be caused by uneven stone breakage dur- ing the test. The surface area of contact of the I piston and the depth of the penetration affect the measured CBR as does the placement of the piston in relatior to the stones beneath the piston and the location and timing of stone breakage. Resistance to load would increase to a, point of stone failure and plummet to a lower resistance until the next stone was encountered. This is not surprising due to the open nature of the matrixand the ability of shattering stones to quickly nest into surrounding voids. Forthis reason, results should focus on an acceptable range of CBR values in relation to density in this type of mix rather than a single measurement. It does appear from the initial tests, that the materials used in this study would be considered acceptable for use as a subbase or as a base under light traffic pavement structures. The linden study has demonstrated thatthese same materials have the potentialto allowforvigorous rootgrowth. Normally, materials in these classes would be expected to possess a low frost-heave potential [4l• In the blends developed in this study, frost heave potential would likely be a function of the . amount of hydrogel in the blend since it normally , absorbs up to 300 times its own weight in water. However, it would be reasonable to believe that ' the material would be less frost sensitive than current materials in use if pore space existed in ' tar ge enough voids to allow for the expansion of ice lenses without disturbing the matrix. The rate of hydrogel used in the system now becomes an ' influential factor, and testing must be done to _~ furtherdefinethisrate. However, at the rate of 38 grams of hydrogel per 100 kg of stone, fully p hydrated gel would occupy only 1 % or less of the ; matrix pores. The Critical Stone to Soil Ratio If one accepts the assumption that both the stone and the water in such systems are incom- pressible, then there is a critical stone to soil ratio similar to the threshold proportion of sand dis- cussed by Spomerforlandscape soils [24j. Below this critical ratio, the excessive soil in the system would either be compacted, impact the formation of the stone matrix, or affect the engineering properties of the total system. By having more soil n the system than could be accommodated bythe pores in the compacted stone matrix, the soil would be compacted. In this case, the stones would "float" in the compacted soil and not come Journal of Arboriculture 21(4): July 1995 into contact with other stones thus preventing the bridging of the stones which form the load-bear-. ing stone matrix. In this situation, the engineering. behavior would be that of the soil and not of the stone, and the soil would be compacted to the same problematic levels in order to bear loading. Critical dryweightstone to soil ratios are different from that mathematically expected and will be unique for each stone type and shape and for each soil used. In practice, as the stone and soil were mixed and compacted, the soil would be unavoidably compacted to some extent. This would happen even when the stone matrix pores were only partially filled with soil. With the introduction of hydrogel into the system, additional incom- pressible water would act as another additional compactive force on the soil within the system. As the fine materials in soil were added to the stone matrix, the matrix would form differently. Since this is a dry weight ratio, the particle density of the stone and soil used will have a direct effect on the critical ratio. Highly angular stone will have a different compacted matrix porosity when com- pared to arounded stone, and will accept additional soil volumes. Since the critical stone to soil ratio will be affected by the stone type and by soil type, a generalized critical stone to soil ratio or equation is yet to be thoroughly identified. A way to estimate this critical stone to soil ratio would be to chart the observed optim um density of a mix in relation to its calculated optimum density. The calculated optimum density is the compacted stone matrix density with the ratio weight of soil added. For this initial calculated density, the as- sumption has been made that this addition of fine material will not substantially change the final compacted stone matrix. Since the ratio of stone to soil could be considered constant regardless of the density, a change in the relationship between the calculated and observed optimal density would indicate a change in the stone/soil system. A ratio of calculated to observed optimal densities greater than 1.0 would indicate soil compaction had oc- curred, impacting the final stone matrix. Since the overall difference in the soil component over the entire range of tested materials is relatively small, this type of shift in density behavior is likely a change in the stone matrix. Belowthe 5:1 stone to 199 soil ratio there appears to be a shift in density which would indicate that soil compaction within the stone voids had occurred in the crushed limestone experimental system (Figure 6). Summary It is apparent that we can grow plant materials in a load bearing pavement base. The linden study showed vigorous and healthy root growth in compacted profiles in excess of 1700 kg/ms bulk density while roots in controls of compacted clay loam to 1377 kg/m3 were severely impeded. Ini- tialengineering tests of a crushed li mestone media indicated that the blends would function well as pavement bases if compacted to a density of 2000 kg/m3. A blends's strength is a function of the strength of stone if the stone to soil ratio is not lower than the critical ratio which would occur with the addition of excessive soil. For the one system we have tested, the critical ratio was defined as 5 parts crushed#2limestone to 1 part clay loam soil by dry weight. Extension of this system to various stone and soil types needs to be studied as well as rates and types of hydrogel tackifiers. Currently plant materials are being grown and studied instone/soil mixes compacted to optimum densities. Water management, nutrient availabil- Critical Stone/Soil estimation curve Expected vs Observed opt. Dry Density ~.~ 7.OB - ---- rT-- 1.06 --~-- ----------..,._I-_. ._ " ~t.oa -- ------ I - - -----__- s t.oz - $~- --- ----- $r i g 0.96 --- ~o.9s 7.065:1 6.26:1 5.026:1 4.997:1 4.057: 1 Dry Weight Stone b Sal Ralio Figure 6. Graphic estimation of a likely critical ratio for limestone mixes. A ratio above one would indi- catethe critical stone to soil ratio had been crossed 'and compaction of the interstitial soil had likely experienced compaction. Error bars represent the range of ratio val ues due to the asslg ned acceptable error of each of the measurements (kg/m3) 200 ity, frost-heave susceptibility, as well as root and shoot growth studies will be incorporated into these and future .tests. Field installations and further laboratory testing are underway to further quantify and generate a common specification for stone and soil mixtures for commercial use. Acknowledgments. The authors wish to thank Amereq Corporation for their donation of Gelscape® used in all of our initial studies and the Robert Baker Companies which supplied the plant matedals. We also thank Lynne Irwin and Peter Messmer of The Cornell Local Road Program for their exten- sive assistance and guidance in the engineering phase of this project. Thanks also to B.Z. Marranca, Thomas Randrup, and Francesco Ferrlni for their assistance In the linden root exca- vation. We thank ISA and H RI for helping to support this work. Literature Cited 1. American Association of Highway and Transportation Officials. 1986. AASHTO Guide For Design of Pavement Structures. AASHTO. Washington. 297 pp. 2. American Society of Testing and Materials. 1993: Section 4 Construction Vol. 4.08 Scil and Rock; Dimensional Stone; Geosynthetics. Annual Book of ASTM Standards. ASTM ed. American Society for Testing and Materials. Philadel- phia. 1470 pp. 3. Badey, K. P. Influence of soil strength on growth ofroots. 1963. 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