Chapter 2. Ocean observations
2.1 Observational methods
With the rapid advancement in technology, the instruments and methods for measuring oceanic circulation and properties have been quickly evolving. Nevertheless, it is useful to understand what types of instruments have been available at different points in oceanographic development and their resolution, precision, and accuracy. The majority of oceanographic measurements so far have been made from research vessels, with auxiliary measurements from merchant ships and coastal stations.
Fig. 2.1 Research vessel.
Accuracy: The difference between a result obtained and the true value.
Precision: Ability to measure consistently within a given data set (variance in the measurement itself due to instrument noise). Generally the precision of oceanographic measurements is better than the accuracy.
2.1.1 Measurements of depth.
Each oceanographic variable, such as temperature (T), salinity (S), density , and current , is a function of space and time, and therefore a function of depth. In order to determine to which depth an instrument has been deployed, we need to measure ``depth''. Depth measurements are often made with the measurements of other properties, such as temperature, salinity and current.
Meter wheel. The wire is passed over a meter wheel, which is simply a pulley of known circumference with a counter attached to the pulley to count the number of turns, thus giving the depth the instrument is lowered. This method is accurate when the sea is calm with negligible currents. In reality, research vessels are moving and currents might be strong, and thus the wire is not straight. The real depth is shorter than the distance the wire paid out. Measure pressure. Derive depth from hydrostatic relation: where g=9.8m/s2 is acceleration of gravity and is depth. (i) Protected and unprotected reversing thermometer developed especially for oceanographic use. They are mercury-in-glass
1 thermometers which are attached to a water sampling bottle. The pressure was measured using the pair of reversing thermometers - one protected from seawater pressure by a vacuum and the other open to the seawater pressure. They were sent in a pair down to whatever depth, then flipped over, which cuts off the mercury in an ingenious small glass loop in the thermometer. They were brought back aboard and the difference between the mercury column length in the protected and unprotected thermometers was used to calculate the pressure. Pairs of reversing thermometers carried on Nansen bottles were the primary source of subsea measurements of temperature as a function of pressure from around 1900 to 1970. Depth accuracy 0.5% or 5m, whichever is the greater. (ii) Electrical strain-gauge pressure transducer which uses the change of electrical resistance of metals with mechanical tension. A resistance wire is firmly connected to a flexible diaphragm, to one side of which the in situ hydrostatic pressure is applied. As the diaphragm flexes with change of pressure, the tension in the wire changes and so does its resistance, which is measured to provide a value for the pressure and therefore depth. Accuracy 0.1%. (iii) Quartz crystal: Very accurate pressure measurements can be made using a quartz crystal, whose frequency of oscillation depends on pressure. This technology is used in modern CTDs. Temperature must be accurately measured for the best pressure accuracy. In CTDs, a thermistor is part of the quartz pressure transducer. The accuracy is _0.01% and precision is _0.0001% of full-scale values. (For more details: See chapter S16 of Talley textbook.)
2.1.2 Measurements of temperature.
(a) Bathythermograph. A liquid-in-metal thermometer causes a metal point to move in one direction over a smoked or gold plated glass slide which is itself moved at right angle to this direction by a pressure sensitive bellows. The instrument is lowered to its permitted limit in the water (60, 140 or 270m) and then brought back. Since pressure is directly related to depth, the line scratched on the slide forms a graph of temperature against depth. It is read against a calibration grid to an accuracy of 0.2k and 2m if well calibrated. Advantage: continuous T(z). Less accurate. This is an old method.
(b) Expendable Bathythermograph (XBT). Widely used. Uses a thermistor as temperature-sensitive element. The thermistor is in a small streamlined weighted casing which is simply dropped over the ship's side. It is connected by a fine wire to a recorder on the ship, which traces the temperature of the water in a graphical plot against depth. The latter is not sensed directly but is estimated from the time elapsed since release, using the known rate of sink of the freely falling thermistor casing. These XBTs are available for depth ranges from 200m to 1800m. Use aircraft: 300m--800m. This is an old method.
(c) CTD--Conductivity, temperature, and depth (actually pressure). T is measured uses a thermistor mounted close to the conductivity sensor. This will be discussed a bit more in the next subsection.
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(d) Protected reversing mercury thermometer. These were invented by Negretti and Zamba in 1874. Since it is protected from the seawater pressure, the length of mercury is determined from temperature. As described above, it is attached to a water sampling bottle. When the bottle is closed to collect the sample the thermometer is inverted. Then the mercury is cut off in an ingenious small glass loop in the thermometer. Accuracy is 0.004C and precision is 0.002C.
(e) Thermistors chains consisting of a cable with a number of thermistor elements at intervals are sometimes moored along with current meters to record the temperature at number of points in the water column. A ``data logger'' samples each thermistor sequentially at intervals and records temperatures as a function of time. Quality varies significantly. The best thermistors commonly used in oceanographic instruments have an accuracy of 0.002C and precision of 0.0005-0.001C. [Thermistor can also be instrumented on drifting buoys.]
(f) Satellite. Direct observations have space and time limitations. Satellite observations can provide large spatial and temporal scale data. Advanced Very High Resolution Radiometer (AVHRR) on board of NOAA satellite, can measure SST with accuracy of 0.1-0.3k. [Multi-channel: 0.58-0.68 (visible), 0.725-1.10 (near-infra-red), thermal infra-red (3.65-3.93 , 10.3-11.3 ,11.5-12.5 ). Problem: Cloud vapor absorption. Inaccurate when there are clouds.
Tropical Rainfall Measuring Mission (TRMM)--Microwave Imager (TMI), measure SST, 0.2C difference compare with buoy data. Spatial and temporal resolutions: 25x25 km and daily since 1997. TMI can penetrate clouds and thus are not contaminated by clouds; but the data quality can be affected by strong rainfall. [Polar orbiting: 500-800km height. Geostationary: 36,000km.] (g) Acoustic Thermometry of Ocean Climate (ATOC): Acoustic thermometry maps changes in ocean temperature using changes in sound speed along paths between acoustic sources and receivers. It can be used to monitor changes in the average temperature along very long paths at basin or global scale. It has been applied to measure the thermal field in the North Pacific basin from 1996-2006. See http://staff.washington.edu/dushaw/atoc.html: “ATOC is directed at using the travel time data obtained from a few acoustic sources and receivers located throughout the North Pacific basin to study the climatic variability of the thermal field at the largest scale.” They concluded that “…the experiment was a success, with transmissions occurring between 1996 and 2006…The marine mammal/biology problem was formally determined based on extensive scientific studies to be not significant for the acoustic sources employed by ATOC.”
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Fig. 2.2 Acoustic sources & receivers in the North Pacific.
(h) Drifting buoys: Some Drifters are also instrumented to measure T.
Pressure of the ocean increases greatly downward. A parcel of water moving from one pressure to another will be compressed or expanded. When a parcel of water is compressed adiabatically (i.e., without losing or gaining heat), its temperature increases. (This is true of any fluid or gas.) When a parcel is expanded adiabatically, its temperature decreases. The change in temperature solely due to compression or expansion is usually not of much interest to climate scientists, because it does not represent a change in heat content of the fluid. Therefore if we wish to compare the temperature of water at one pressure with water at another pressure, we should remove the effect of adiabatic compression/expansion.
Definition:``Potential temperature'' is the temperature that a water parcel has when it moves adiabatically to a reference pressure. In the ocean, we commonly use the sea surface as our "reference" pressure for potential temperature - we compare the temperatures of parcels as if they have been moved to the sea surface adiabatically without mixing or diffusion. Since pressure is the lowest at the sea surface, potential temperature (computed at surface pressure) is ALWAYS lower than the actual temperature unless the water is lying at the sea surface.
Note that when oceanic mixing occurs (without change of external heat flux, e.g. heat flux at air-sea interface), the temperature (or potential temperature) of the mixture of two water parcels with different T &S does not equal to the average temperature of the two original water parcels, while heat content remains the same. This is because heat capacity (specific heat) also varies with varying temperature and salinity values. For this reason, “conservative temperature” is defined in TEOS-10, which more precisely scales with heat content and insensitive to pressure (also see: https://www.nature.com/scitable/knowledge/library/key-physical-variables-in-the- ocean-temperature-102805293/). The difference between potential temperature and conservative temperature is usually well within ±0.05ºC for most ocean waters (although the difference can be large for warm fresh waters). Application of “conservative temperature” is not required in this course.
2.1.3. Measurements of salinity.
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(a) Laboratory. Evaporate and weigh residual (oldest method).
(b) Laboratory. Classical (Knudsen) method. Determine amount of chlorine, bromine and iodine to give "chlorinity", through titration with silver nitrate. Then relate salinity to chlorinity: S = 1.80655 Cl. Accuracy is 0.025. This method was used until the International Geophysical Year in 1957. Water sample. Not convenient on board ship.
(c) Measure conductivity. Conductivity of seawater depends strongly on temperature, somewhat less strongly on salinity, and very weakly on pressure. If the temperature is measured, then conductivity can be used to determine the salinity. Salinity as computed through conductivity appears to be more closely related to the actual dissolved constituents than is chlorinity, and more independent of salt composition. Therefore temperature must be measured at the same time as conductivity, to remove the temperature effect and obtain salinity. Accuracy of salinity determined from conductivity: 0.001 to 0.004. Precision: 0.001. The accuracy depends on the accuracy of the seawater standard used to calibrate the conductivity based measurement. How is conductivity for calculating salinity measured? (c.1) For a seawater sample in the laboratory, an ``autosalinometer'' is used, which gives the ratio of conductivity of the seawater sample to a standard solution. The standard seawater solutions are either seawater from a particular place, or a standard (Potassium Chlorine) KCl solution made in the laboratory. The latter provides greater accuracy and has recently become the standard. Because of the strong dependence of conductivity on temperature, the measurements must be carried out in carefully temperature-controlled conditions. (c.2) CTD. From an electronic instrument in the water, either inductive or capacitance cells are used, depending on the instrument manufacturer. Temperature must also be measured, from a thermistor mounted close to the conductivity sensor. In a CTD, a unit consisting of conductivity, temperature, and pressure sensors is lowered through the water on the end of an electrical conductor cable, which transmits the information to indicating and recording units on board ship. The digital transmitting units have claimed accuracies of 0.005 (conductivity accuracy expressed as equivalent salinity accuracy), 0.005K and 0.15% of full-scale depth. Calibration procedures include matching the temperature and conductivity sensor responses. From conductivity, T, and depth, we obtain salinity with depth.
TEOS-10 (Thermodynamical equation of seawater 2010) proposed new standard: Use Practical Salinity (SP) measured by conductivity to derive Absolute salinity (SA), which takes into account of the varying compositions of seawater (i.e., compositions of salinity vary in different regions of the world’s oceans) instead of constant compositions. SA has a unit of g/kg which measures the dissolved materials in seawater (salt content). See lecture 4 file for the relationship between SP and SA. In this course, details about SA & its calculation are not required. However, in your homework please spell out explicitly whether you are using practical
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salinity (PSU) or absolute salinity (g/kg).
(d) Satellite. NASA Aquarius mission: Measure sea surface salinity. The Aquarius satellite was launched in June 2011 and ended in 2015. It provided weekly and monthly sea surface salinity (SSS) from September 2011-April 2015. The NASA’s soil moisture active passive (SMAP) mission also measures SSS, and its version 3.0 products provide 70km and 40km resolution SSS since April 2015. The ESA’s Soil Moisture and Ocean Salinity (SMOS) satellite provides 9day and monthly SSS since January 2010. Accuracy: Aquarius SSS is of the best quality: ~0.2psu; SMAP & SMOS ~ 0.21-0.23psu in open ocean between 40S-40N.
Bao, S., Wang, H., Zhang, R., Yan, H., & Chen, J. (2019). Comparison of satellite‐ derived sea surface salinity products from SMOS, Aquarius, and SMAP. Journal of Geophysical Research: Oceans, 124. https://doi.org/10.1029/ 2019JC014937
2.1.4. Measurements of density.
The standard laboratory method, using a weighing bottle, to determine density is not practical at sea because of the motion of the ship. Usually it is calculated from the equation of state of sea water. (T,S,P).
2.1.5. Measurements of currents.
The goals for measuring large-scale circulation is to understand the three dimensional circulation and variability. They are directly related to heat and salt transports and thus are important for understanding climate variability and climate change. Typical horizontal current speeds in the ocean range from about 200 cm/s in the swift western boundary currents (Gulf Stream, Kuroshio, Somali current), through 10-100 cm/s in the equatorial currents, to a fraction of 1 cm/s in much of the surface layer and in the deep waters. Vertical speeds are estimated to be very much less, of the order of 10-5 cm/s. Why? As we will see later in the dynamics section: Vertically, pressure gradient force is basically balanced by gravitational force, and the vertical scale is much smaller than the horizontal scale.
Measurements methods: Lagrangian methods: The path followed by each fluid particle is stated as a function of time. Measurement follows fluid parcels. Eulerian methods: The velocity (speed and direction) is stated at every point in the fluid.
2.1.5 a. Direct current measurements. Surface drifters (Lagrangian).
(a) Ship drift currents. The earliest maps of ocean circulation came from ship drift calculations, based on speed through the water and heading. Drift bottles, drift cards - released in large quantities in early part of last century through WWII, combined
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with ship drift calculations (which are still used quite profitably especially given the current excellent state of navigation using GPS satellites). (b) Drifting pole. a wooden pole a few meters long and weighted to float with only 0.5--1 meter emergent, is often used to determine surface currents near landmarks. (c) Drifting buoy. Extending the drift-pole idea to the open ocean we have the freely drifting buoy with a radio transmitter so that its position can be determined by radio direction finding from the shore, or tracked by the satellite--satellite-tracked buoy. Part of the buoy is above the surface, can be affected by winds. To make sure the buoys drift with the water and to minimize the wind effect, they are frequently fitted with a subsurface drogue to provide additional water drag and more effective coupling with the water motions. The drifting buoys may also be instrumented to measure and transmit surface water properties, atmospheric pressure, etc. Surface drifters with drogues below the surface (``parachutes'') follow the current just below the surface with minimum windage problems. TOGA and WOCE drifters are drogued at 15 m, and use a drogue design which was chosen for its minimum slippage. A portion of drifters are also drogued at about 100-150 m, but it is not clear what they are measuring. (For global drifters’ data, see: http://www.aoml.noaa.gov/phod/dac/dacdata.html)
Subsurface floats (Lagrangian). Subsurface floats are either tracked acoustically (SOFAR floats which are sound sources and which are tracked by moored receivers, or RAFOS floats which receive sound from moored sound sources) or are tracked periodically by satellite navigation when they pop to the surface. RAFOS are cheaper than SOFAR floats by removing the sound sources. ``Pop up'' floats are cheaper than RAFOS by removing the sound devices. They pop up regularly to communicate with the satellite about their positions, by inflating a bladder and then sink down to a desired level to float. Global deployments for WOCE are concentrating on the 800- 1000 meter level. Concentrated deployments of acoustically tracked floats have been made over the years in the Gulf Stream region and in the North Atlantic Current. (http://wfdac.whoi.edu).
Current meters (Eulerian). Current meters are deployed on fixed moorings. Most of them use a rotor, a vane and a compass. The number of turns per minute for the rotor is proportional to the current speed. The current direction is determined by the vane and the compass. Information on current meter moorings recently deployed, and for historical information can be obtained from: WOCE Current Meter Data at the data center of the IPRC, the University of Hawaii (http://apdrc.soest.hawaii.edu/datadoc/woce_cm.php). Rotor current Meter (RCM) Aanderaa RCM. Accuracy: 1--a few cm/s. Within 10% range.
Acoustic Doppler Current profiling (ADCP). ADCP carried by a ship measures currents relative to a moving ship. It sends out an acoustic pulse, which is then reflected back to the ship by particles in the water (such as plankton). The Doppler shift of the returned signal makes it possible to compute the
7 ship's speed relative to the water. There are generally several beams at angles to each other--usually 3-4 beams to determine both speed and direction. Using a 4-element sensor head, an ADCP is capable of resolving both speed and direction of the water movements relative to the sensor.
ADCP is originated as doppler speed logs for ships - to measure the speed of the ship through the water. With very precise information from navigation about the ship's speed, heading, and motion, the ship's motion relative to the earth can be subtracted and the speed of the water measured. The range of an ADCP is about 300 meters, depending on the frequency and efficiency of scattering.
For current measurements, ADCPs are used in ship mountings, on lowered instrument packages and on moorings as current meters. The acoustic doppler current profiler data assembly center at the U. Hawaii provides online information and data (https://uhslc.soest.hawaii.edu/sadcp/). By controlling the acoustic beams, ADCP can measure currents at different depths below the ship. For moorings: upward and downward looking ADCP are mounted to measure currents above and below the ADCP mounted depth. WOCE 150kHz, 75kHZ. Accuracy: 1-a few cm/s, within 10%. Now coastal: 1200kHZ. Accuracy 0.9 cm/s or larger.
How does it work? The ADCP measures currents with sound waves, using a principle of the Doppler effect. A sound wave has a higher frequency (or pitch) when it moves toward you than when it moves away. You hear the Doppler effect in action when a car speeds past with a characteristic building of sound that fades when the car passes.
The ADCP works by transmitting "pings" of sound at a constant frequency into the water. (The pings are so highly pitched that humans and even dolphins can't hear them.) As the sound waves travel, they ricochet off particles suspended in the moving water, and reflect back to the instrument. Due to the Doppler effect, sound waves bounced back from a particle moving away from the profiler have a slightly lowered frequency when they return. Particles moving toward the instrument send back higher frequency waves. The difference in frequency between the waves the profiler sends out and the waves it receives is called the Doppler shift. The instrument uses this shift to calculate how fast the particle and the water around it are moving. Sound waves that hit particles far from the profiler take longer to come back than waves that strike close by. By measuring the time it takes for the waves to bounce back and the Doppler shift, the profiler can measure current speed at many different depths with each series of pings.
What platforms are needed? ADCPs that are bottom-mounted need an anchor to keep them on the bottom, batteries, and an internal data logger. Vessel-mounted instruments need a vessel with power, a shipboard computer to receive the data, and a GPS navigation system (so the ship's own movements can be subtracted from the current data). ADCPs have no external read-out,
8 so the data must be stored and manipulated on a computer. Software programs designed to work with ADCP data are available.
Advantages and limitations? Advantages: (i) In the past, measuring the current depth profile required the use of long strings of current meters. This is no longer needed. (ii)Measures small scale currents (iii)Unlike previous technology, ADCPs measure the absolute speed of the water, not just how fast one water mass is moving in relation to another. (iv)Measures a water column up to 1000m long
Disadvantages: High frequency pings yield more precise data, but low frequency pings travel farther in the water. So scientists must make a compromise between the distance that the profiler can measure and the precision of the measurements.
ADCPs set to "ping" rapidly also run out of batteries rapidly. If the water is very clear, as in the tropics, the pings may not hit enough particles to produce reliable data. Bubbles in turbulent water or schools of swimming marine life can cause the instrument to miscalculate the current. Users must take precautions to keep barnacles and algae from growing on the transducers.
2.1.5 b. Indirect current measurements--geostrophic method. Temperature and salinity are measured to provide density profiles, which can then be used to compute the vertical shear of geostrophic currents perpendicular to the line connecting a station pair. With the assumption of a level of no motion at a specific depth, or with measurements (or inferences) of the absolute velocity at least one level for that station pair, the geostrophic velocity profile can be constructed for the station pair.
Inferences of currents a specific depth come from mapping of various properties, along vertical cross-sections, or on maps (usually isopycnal surfaces). Tracers with independent sources and sinks are the most useful--these include various salinity and temperature themselves, nutrients, oxygen, chlorofluorocarbons, tritium, helium-3 (with deep hydrothermal sources as well as surface sources), carbon-14, and other tracers. These types of measurements are made from research ships. Temperature profiling is also done regularly from ships of opportunity (including many merchant vessels), using XBTs, providing information on temporal variability. Direct velocity measurements could be those from a large enough set of subsurface floats, or suitably averaged acoustic doppler current profiling simultaneous with the geostrophic measurement.
Geostrophic balance. Coriolis force: Due to earth's rotation, the Coriolis force acts on a moving body. In the northern hemisphere (NH), the Coriolis force directs toward the right of the motion.
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In the southern hemisphere (SH), it is to the left of the motion. Pressure gradient force: Direct from high to low pressure. Geostrophic balance. Large-scale ocean circulation obeys geostrophic balance, which is the pressure gradient force balances the Coriolis force. −�� + = 0, (1a) �� + = 0. (1b) In the above, (u,v) are zonal and meridional components of geostrophic current, is the Coriolis parameter, is the earth's angular speed ( ), is latitude, and (x,y) are zonal and meridional axises of cartesian coordinate system. In the NH (SH), the motion is in the direction with pressure ``high'' to its ``right'' (left) and ``low'' to its left (right). (Equations (1a) and (1b), together with the hydrostatic equation shown below, will be derived later in chapter 3.)
y
p1
x h1 B A
x PGF CF p2
h2
V3=0 p3 1000db
Geostrophic current: into the paper.
Figure 2.3a: schematic diagram showing geostrophic method.
Equations (1a)-(1b) are in z coordinate (units: m). In physical oceanography, pressure coordinate is often used instead of z vertical coordinate (note: pressure is also directly measured, e.g., CTD). Below, we derive equations (1a)-(1b) in pressure coordinate.
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Fig. 2.3b. Schematic diagram illustrating pressure surfaces in z coordinate.
From Fig. 2.3b, we have:
( ) ( ) [ ] = [ ] ( ) . For infinitely small ��, the above equation yields, ( ) = - ( ) ( ) . Using hydrostatic equation (i.e., hydrostatic balance showing upward pressure gradient force is balanced by downward gravitational force), =-�� (where g=9.8m/s2 is acceleration of gravity), and times 1/� on both sides of the above equation, we obtain