01

Describe the stream and its variability

Record where the water comes from, when it is generated and how quantities and composition change. Distinguish routine operation, batch discharge, cleaning and known upsets. Keep sample dates and methods with the results so that isolated measurements are not mistaken for a representative operating range.

02

Connect the analysis to the process question

pH, temperature, salinity, organic load, solids, oil and grease are useful starting points. Add constituents relevant to the source process and the proposed treatment. Ask whether the evidence addresses biological inhibition, phase separation, residuals and downstream compatibility; a longer parameter list is only useful if it resolves a decision.

03

State the outlet and the constraints

Define the intended discharge, reuse or downstream treatment requirement. Record the existing process, footprint, utilities, operating capacity and residual-management options. Two technologies cannot be compared fairly if they assume different pretreatment, outlet quality or disposal arrangements.

04

Make the gaps actionable

Separate information already available from information to request, sample or test. For each gap, say which choice it affects. The resulting brief should help a laboratory, supplier or engineering partner answer a defined question rather than repeat a generic sales discussion.

Sources & context

Background reading checked 9 October 2026. The review questions and structures above are BGF editorial guidance; the references are not BGF project evidence or endorsements. Apply them to the relevant site, data and agreed scope.

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