1. Introduction
Clay has a negative charge under normal or salt water conditions. In order to maintain its neutrality, clay adsorbs cations in groundwater. As Na
+, Ca
2+ and Mg
2+ are the most common cations in groundwater, when the groundwater concentration reaches a certain value, they can be blocked by clay [
1].
The strength of the blocking effect is not only related to the properties of the clay itself [
2] and the hydrodynamic characteristics of the groundwater flow system [
3,
4], but also to the degree of mineralization of the groundwater [
5,
6]. In general, the ability of clay to block Na
+, Ca
2+ and Mg
2+ in groundwater depends on the nature and mass fraction of the clay minerals. The larger the specific surface area of the clay minerals, the greater their adsorption and ability to block cations [
7,
8,
9]. Clay particles with a large specific surface area form a double electrical layer on the surface of the clay when Na
+, Ca
2+ and Mg
2+ interact with groundwater. The pH value of the groundwater, however, causes a change in the properties of this double electrical layer, which affects the adsorption capacity of the clay particles for Na
+, Ca
2+ and Mg
2+ [
8,
9,
10,
11,
12]. So, to give an example, once the mass concentration of Na
+ (Ca
2+ and Mg
2+) in the groundwater exceeds 200 mg/L, the clay will begin to absorb the Na
+ [
13,
14]. A large number of studies have also demonstrated that the retarding strength of clay on underground salt water decreases when there is an increase in effective porosity or the hydraulic gradient. Once the hydraulic gradient passes a certain threshold, shallow salty water will flow into deep freshwater [
15,
16,
17,
18]. During this leakage process, the retardation coefficient related to the strength of the clay blocking effect becomes inversely proportional to its own permeability coefficient [
19,
20,
21].
There is a large body of literature dedicated to the water chemistry mechanisms associated with saline water leakage. Various methods have been used to examine the system in more detail, including factor analysis [
22], the ion ratio method [
23], isotope tests [
24], trace element tests [
25], and so on. Factor analysis is the principal approach used for the comprehensive evaluation of multi-factor systems. Factor analysis is able to fully encompass overlaps in information between different evaluation indicators. It is also able to bring about a comprehensive reduction of high-dimensional variables by retaining original information to the maximum extent. The weight of each index can then be objectively determined, thus offsetting any subjective arbitrariness.
There are many ways to study the blocking effect of clay on groundwater chemical components, principal amongst them being high-pressure permeation tests [
26] and adsorption isothermal tests [
27]. Adsorption isotherm experiments are relatively straightforward, with a shorter duration than pressure permeation tests and the adsorption isotherm equation and test data have a higher degree of fit. Some scholars have found a particular value in using a Langmuir formula to describe the adsorption process. This is because it defines an adsorption limit at a given adsorption site that will meet certain specified criteria, then estimates the total adsorption capacity of the clay for different adsorbates. This provides a solid foundation for the study of the clay adsorption mechanism. The process for clay adsorption of groundwater chemical components is mainly linear adsorption (what is known as the Henry model). As an example, the adsorption isotherms of clay for niobium and ammonia nitrogen conforming to the Henry model will have retardation coefficients of 2523.36 and 60.87, respectively [
28,
29]. For monolayer chemical adsorption, the adsorption isotherms of clay for organophosphorus and Mn
2+ will conform to the Langmuir model [
30,
31,
32]. For physical adsorption, the clay adsorption of ammonium ions [
33,
34] will conform to what is known as the Freundlich model [
18,
21]. On the basis of these various models, a significant number of previous investigations have shown that clay has a blocking effect on pollutants and have sought to highlight some of the key factors involved. However, there is a notable lack of discussion regarding the mechanisms whereby clay can serve to block Na
+, Ca
2+ and Mg
2+ in groundwater.
The presence of finer sediment particles in inland plains, the high proportion of clay minerals, and stagnant groundwater runoff all contribute to a vertical alternation of saline and fresh water, with hydrochemically characteristic horizontal and vertical zoning [
35]. Over the past few decades, excessive exploitation of deep fresh water in inland plains has caused shallow saline water to flow into deep aquifers, which in turn has led to their salinization. In that case, controlling and preventing salt water from continuing to invade deep fresh water in inland plains has become important to the sustainable use of groundwater resources. As an important aspect of the saline water leakage system in inland plains, clay plays a key role in the distribution of brackish water and the downward invasion of underground salt water. In order to analyze the influence of adsorption and the blocking effect of clay on the chemical components of groundwater, we used geological drilling and pumping tests to collect undisturbed clay and water samples from different depths in the inland plains of Jiyang county in China. Real-time monitoring of field water quality, adsorption isotherm experiments, factor analysis and correlation analysis were all then used to investigate the mechanisms whereby clay can serve to block major common cations. This, in turn, will serve to increase our understanding of the hydrogeochemical effects and development processes that influence the distribution of saline water.
3. Results and Analysis
3.1. The Effects of Clay Adsorption on the Chemical Characteristics of Groundwater
Three main factors (F1–F3) were identified through the factor analysis model (
Table 4 and
Table 5). The first main factor (F1) influencing groundwater in the aquifer at a depth of 8.0–12.0 m included Mg
2+, Cl
−, SO
42− and total hardness, with a variance contribution rate of 64.164%. The main factor load values of the four hydrochemical indicators were all above 0.8. The second main factor (F2) was mainly determined by the pH, with a variance rate of 31.235%. This result indicates that F1 and F2 reflect the effects of leaching and cation exchange adsorption, together with the influence of an acid-based evolution of the chemical composition of the groundwater during runoff.
For the groundwater at a depth of 13.0–49.2 m, F1 included seven water chemistry indicators (Na+, Ca2+, Mg2+, Cl−, SO42−, total hardness and EC), with a variance contribution rate of 79.446%. The main factor load value was above 0.9 and EC and F1 had a negative correlation. In this case, F2 was mainly determined by HCO3− and the pH and its variance contribution rate was 16.941%. Both the load values of the two water chemistry indicators in F2 were above 0.5 and the pH was negatively correlated with F2. This indicates that F1 and F2 reflect the effects of mixing, cation exchange adsorption, carbonic acid evolution and the acid-based evolution of the chemical composition of the groundwater.
F1 in the groundwater aquifer at a depth of 79.0–94.0 m included Na+, SO42−, pH and EC. The variance contribution rate was 34.943% and the values of the four water chemical indicators in F1 were above 0.6. F2 was mainly determined by Mg2+ and Cl−, with a variance contribution rate of 22.397%. The load values of the two water chemical indicators were both greater than 0.7 and there was a negative correlation between Cl− and F2. The third main factor (F3) in this aquifer was mainly determined by Ca2+, with a variance contribution rate of 13.456%. The water chemistry indices in the main factor load values were all greater than 0.6. In this case, F1, F2 and F3 reflect the effects on the chemical composition of the groundwater of concentration, acid-based evolution, leaching, ion exchange adsorption and dissolution/precipitation of calcite and gypsum.
Groundwater from an aquifer depth of 98.0−107.9 m recorded an F1 that was dominated by Ca2+, SO42− and total hardness, with a variance contribution rate of 54.647%. The three water chemical indicators in the main factor load value were all greater than 0.7. F2 was mainly determined by Ca2+, HCO3− and EC, with a variance contribution rate of 14.607%. The water chemical index was greater than 0.45 and there was a negative correlation between Cl− and F2. F3 was mainly determined by EC, its variance contribution rate being 12.138%. The water chemistry index in the main factor load value was greater than 0.7. Here then, F1, F2 and F3 are reflecting the effects on the chemical composition of the groundwater of dissolution/precipitation, leaching, ion exchange adsorption and the mixing of calcite and gypsum.
3.2. The Adsorption Model of Na+, Ca2+ and Mg2+ in Groundwater by Clay
The adsorption characteristics and adsorption isotherms of clay for Na
+, Ca
2+ and Mg
2+ in groundwater (
Figure 3) show that the adsorption capacity increases in line with an increase in the concentration of Na
+, Ca
2+ and Mg
2+. It can also be seen that, as the concentration of the ions increases, the adsorption capacity continues to increase. This indicates a fast-paced process of change. The maximum adsorption capacity of clay for Na
+, Ca
2+ and Mg
2+ in groundwater corresponds to the maximum adsorption capacity obtained from the Langmuir equation. The deviation was only 5–15% and the adsorption isotherm could be fitted to the Henry equation. As the adsorption isotherms of Na
+, Ca
2+ and Mg
2+ for clay have a relatively high correlation (see
Table 6) and conform to the Henry and Langmuir equations, this indicates either monomolecular chemical adsorption or linear adsorption processes.
3.3. Clay Adsorption Affecting the Formation of Na+, Ca2+ and Mg2+ in Groundwater
The maximum buffering capacity (MBC) of clay is the product of the maximum adsorption quantity (
qm) and the adsorption equilibrium constant (
KL) in the Langmuir sorption isotherm equation. The linear distribution coefficient (
Kd) in the clay adsorption process is the ratio of the conventional ion concentration in the clay to the conventional ion concentration in the groundwater. These factors all reflect the adsorption capacity of clay. Based on the calculation and analysis of MBC and
Kd (see
Figure 4), the order of adsorption of clay on conventional ions in groundwater at a depth of 6 m and 48 m was: Mg
2+ > Na
+ > Ca
2+. At depths of 51 m and 112 m the order was: Na
+ > Ca
2+ > Mg
2+; and at depths of 71 m, 84 m, 97 m and 102 m the order was: Na
+ > Mg
2+ > Ca
2+. The correlation between the linear distribution coefficient for the different depths of clay and the total content of clay minerals was as high as 0.8754 and the linear distribution coefficient increased with an increase in the clay mineral content (
Figure 5). The difference in adsorption capacity may therefore be due to differences in the amount of illite and montmorillonite, the main clay minerals that were found to differ at different depths, together with differences in the type of ion exchange and cation exchange adsorption capacity [
41]. To sum up, the adsorption ability of clay for Na
+ in groundwater is relatively strong with a certain controlling effect on the formation of chemical components in the groundwater, whilst the clay adsorption capacity is affected by the quantity of clay minerals.
3.4. The Blocking Effect of Clay on the Vertical Migration of Na+, Ca2+ and Mg2+ in Groundwater
According to the retardation coefficient of clay for Na
+, Ca
2+ and Mg
2+ in groundwater (see
Table 7), the clay at certain depths has a different retarding strength for the different conventional ions in the groundwater. The order of blocking strength of clay on conventional ions at depths of 6 m, 48 m and 112 m was: Na
+ > Mg
2+ > Ca
2+. At depths of 51 m and 71 m, the order was: Na
+ > Ca
2+ > Mg
2+; and at depths of 84 m, 97 m and 102 m the order of blocking was: Mg
2+ > Na
+ > Ca
2+. Different depths of clay have different degrees of blocking effect on Na
+ (Ca
2+ and Mg
2+) in the groundwater. The retarding strength of clay for Na
+, Ca
2+ and Mg
2+ in the groundwater decreased from 6 m to 102 m to 112 m. From depths of 6 m to 97 m to 112 m, and from 6 m to 102 m to 112 m, a trend of increase-decrease was recorded.
According to the real-time monitoring of groundwater quality from 31 December 2016 to 4 March 2017, the groundwater water quality in each hydrological observation borehole was relatively stable. The average conductivity in the four boreholes, at groundwater depths of 8.0–12.0 m, 13.0–49.2 m, 79.0–90.0 m and 98.0–107.9 m, was 8801.82 μS/cm, 14,603.57 μS/cm, 18,734.42 μS/cm and 11,314.42 μS/cm, respectively. The correlation coefficient of the retardation coefficient of clay for Na
+, Ca
2+ and Mg
2+ in groundwater and the milliequivalent percentage of Na
+, Ca
2+ and Mg
2+ in equivalent depths of groundwater were as high as 0.89078 (
Figure 6a). The content of Na
+, Ca
2+ and Mg
2+ in groundwater increases as the clay blocking strength increases. The correlation between the sum of the retardation coefficients of clay for Na
+, Ca
2+ and Mg
2+ in groundwater and the corresponding depth’s electrical conductivity observed in real-time was as high as 0.89025 (
Figure 6b). This finding indicates that the larger the sum of the retardation coefficients, the higher the conductivity. Thus, we can observe that the blocking effect of clay has an important influence on the vertical migration of Na
+, Ca
2+ and Mg
2+ in groundwater, the type of water chemistry and water quality zoning. This further confirms that clay has a controlling effect on the downward movement of salt water.
4. Discussion
(1) It is a consensus that illite and montmorillonite in clay can adsorb certain ionic components in groundwater, such as Cu
2+ [
42], Pb
2+, Zn
2+, Cd
2+, Cr
3+ [
43], cadmium [
44], Na
+, Ca
2+ and Mg
2+ [
45,
46]. These minerals, affecting the chemical properties of groundwater, are contained in the clay of this area, which is consistent with the conclusions of the factor analysis methods in this paper.
(2) Former researchers concluded different adsorption models, to name a few, Henry model, namely linear adsorption; Langmuir model, i.e., mono-layer chemical adsorption; Freundlich model, namely physical adsorption. The adsorption isotherm curve of clay for anthracene and ammonia nitrogen conforms to the Henry model [
28,
29]. The process of clay adsorption of organic phosphorus and Mn
2+ in groundwater is consistent with the Langmuir model [
30,
31,
32]. The adsorption isotherm curve of clay for ammonium ions accords with the Freundlich model [
33,
34]. It can be seen that different ions have different models. Therefore, it is reasonable to say that the adsorption model of clay in this area is different for Na
+, Ca
2+ and Mg
2+ in groundwater.
(3) Different depths of clay have different degrees of retardation on Na
+ (Ca
2+ and Mg
2+) in groundwater, and with the increase of depth, the block strength of clay in groundwater decreases, which is related to the nature of the clay and its age of sedimentation. The newly deposited clay has strong retardation ability. The aged clay deposited in geological history can be traced back to a long time, and the retardation ability is reduced due to the secondary fracture caused by clay consolidation. Within the tens of thousands of square kilometers of the North China Plain, such as Jiyang, Dezhou, Cangzhou, Tianjin, and Dongying, different groundwater types exist at different depths [
47,
48,
49]. In the vertical direction, there is shallow fresh water—middle salt water—deep fresh water within the depth of 600 m [
33]. The clay of less than 200 m is relatively new so that the block strength is stronger, and the groundwater upward conductivity is significantly zonal. The clay deposits at a depth of 300–600 m are ages ago, but the difference between 300–600 m is not salient, and only deep fresh water is present. Therefore, the retardation of clay is one of the factors affecting the vertical zoning of groundwater hydrochemistry.
5. Conclusions
In recent years, the downward intrusion of shallow saline groundwater in inland plains (especially the North China Plain) has disabled a large number of deep aquifer extraction wells because of the salinization of deep groundwater. Control and prevention of this downward intrusion is therefore key to the sustainable use of groundwater resources in the inland plains. Clay can play a critical role in controlling the downward intrusion of shallow saline groundwater, so understanding the mechanism involved in this downward intrusion is a fundamental prerequisite for being able to exercise such control. There is large body of literature dedicated to the blocking effects of clay, but most of it focuses on the factors affecting the clay blocking coefficient, such as effective porosity, permeability, concentration of seepage fluid, particle release and hydraulic gradient. There is an additional literature that focuses on the blocking effect of clay on inorganic substances and pollutants. However, research regarding how clay affects the downward intrusion of shallow saline groundwater and conventional ion blockage is still largely absent.
In this study, we analyzed the blocking effect of clay on Na+, Ca2+ and Mg2+ in groundwater using real-time monitoring of field water quality, adsorption isothermal experiments, factor analysis and correlation analysis. The results have shown that the formation of groundwater chemical components in inland plains is affected by cation exchange adsorption, acid-based evolution, mixing, carbonic acid evolution, concentration, dissolution/precipitation of calcite and gypsum, and leaching. The effects of precipitation and leaching on the quality of shallow saline water, however, are not obvious. It was also found that the optimal adsorption isotherms of clay for Na+, Ca2+ and Mg2+ in groundwater at different depths are in accordance with the Henry and Langmuir equations. The results show that clay has a blocking effect on Na+, which is consistent with the results of previous tests. However, the research results regarding the blocking effect of clay on Ca2+ and Mg2+ in groundwater are limited and make no comparison. Here we have found that the adsorption capacity of clay increases with an increase in the concentration of Na+, Ca2+ and Mg2+. We have also found that, as the concentration of ions increases, the adsorption capacity continues to increase, suggesting a rapid rate of change. The intensity of the blocking effect of clay on Na+ (Ca2+, Mg2+) varied according to depth and was controlled by the type and content of minerals, with clay having a strong capacity to retard Na+ at certain depths. We can conclude, in that case, that the blocking effect of clay influences the formation and zoning of water chemical components, further confirming that clay has a controlling effect on the downward movement of salt water.
However, the formation of groundwater chemistry components is not only related to hydrogeochemistry, but also closely related to palaeogeographic climate, hydrodynamic conditions and stratum lithology. This study has only focused on the blocking effect that clay can have on Na+, Ca2+ and Mg2+ in groundwater. The controlling effect of clay on conventional anions and other factors affecting the formation of water chemistry still require further research.