1. Introduction
The sediments in rivers that can be eroded experience a range of hydrodynamic forces from the water flow. As the flow rate grows, the hydrodynamic forces also rise slowly. When the hydrodynamic forces exceed the critical level, the sediment particles start to move. This is known as “incipient motion”, and the situation when the particles move is called the “threshold or critical condition” [
1,
2].
Figure 1 shows the Shields diagram, which most research on sediment transport in river engineering uses as its basis. Shields (1936) was the first researcher to analyze the threshold of sediment particle movement. He used the principle of similarity and balanced the forces in the initial state of particle movement to create a diagram based on the critical Shields and Reynolds parameters [
3].
Before Shields (1936), there were some attempts to simulate the incipient motion of sediments based on empirical equations, but they were not very useful in practice. Shields’ diagram was widely used for practical problems. However, some studies show some drawbacks of using the Shields diagram. One of the issues is that it treats shear stress and shear velocity as independent variables, even though they are related; it also does not clearly state how to find the critical shear stress. The impact of the bed slope on the start of sediment movement is still unclear and different studies have different findings on this [
5,
6,
7]. In recent years, many studies have tried to include parameters that Shields (1936) did not consider in his research and finally resulted in the presentation of more accurate equations and a modified Shields diagram for modeling the incipient motion of sediment particles in waterways [
8,
9,
10]. However, sediment movement still leaves many unknowns due to its complexity and stochastic nature. For instance, sediment particles transported in a turbulent flow experience complex motions as a result of the forces acting on them. Therefore, describing the movement and transfer of sediment particles along the river course is a challenging issue, and since the practical topics based on it (e.g., erosion, bridge foundation design, and scouring around hydraulic structures) require a correct knowledge of the characteristics of sediment movement in different conditions, this issue has become doubly important.
The dynamics of rivers have been successfully studied in recent years using theoretical, numerical, and experimental methods. Laboratory and experimental research have proven to be more effective than other methods in capturing the diversity and complexity of rivers. They have also contributed to a deep understanding of the mechanisms of flow and bed interaction. For instance, Afzalimehr et al. (2007) investigated the effect of decelerating flow on the movement threshold in channels with a sand bed [
11]. The results indicated that the value of the Shields critical parameter for channels with a sand bed under non-uniform slow flow was lower compared to that of channels with uniform flow. Similarly, Motamedi et al. (2010) researched sediment movement and the essential shear stress in gravel-bed rivers [
12]. They utilized observed bed load transport rates to calculate the Shields stress parameter, then evaluated these calculated parameters against those obtained using the Meyer–Peter Muller approach. The agreement between the two methodologies was notable, and the critical Shields stress values derived from both methods were corroborated by the Shields diagram. It was observed that the critical Shields stress diminished as the ratio of median grain size (d50) to the size where 90% of particles are finer (d90) increased, where d50 represents the median sediment size and d90 represents the sediment size below which 90% of the particles are finer. Moreover, Bolhassani et al. (2015) explored how the slope of the riverbed and the depth of water relative to the sediment size influence the initial movement of sediment in slowing water flows [
4]. Their experimental research aimed to measure these effects. They examined three different sediment sizes with median grain diameters of 0.95 mm, 1.8 mm, and 3.8 mm, along with three varying slopes of the riverbed: 0.0075, 0.0125, and 0.015. The findings suggest that slowing water flows significantly affect when sediment begins to move. A notable pattern was observed where the critical Shields stress, which indicates the onset of sediment movement, varied with the bed slope, highlighting the impact of slowing flows. The study ultimately determined that the traditional Shields diagram, commonly used to assess critical shear stress, does not accurately predict the point at which sediment starts to move in decelerating flows. This is because there were instances where sediment moved even though the critical Shields stress was below the expected threshold according to the diagram. Vaghefi et al. (2016) conducted experimental studies of flow patterns and calculated the shear stress in a 180-degree sharp open channel bend [
13]. Their results showed that the maximum strength of the secondary flow occurs in the second half of the bend. They also showed that the maximum shear stress occurred from the entrance of the bend to the bend apex area near the inner wall. Mohtar et al. (2020) modified the representation of the Shields parameter by incorporating turbulent strength. Experiments were conducted under steady, uniform flow conditions using eight sediment sizes with varying particle Reynolds numbers. The critical Shields parameter was calculated, revealing a trend similar to the traditional Shields curve. The analysis showed that turbulent fluctuations are essential for predicting incipient sediment motion and serve as more accurate predictors than the commonly used critical shear velocity [
14]. Moghaddassi et al. (2021) conducted a study on the effect of the ratio of average velocity to critical velocity on the bed topography and the initial movement of sediment in meandering channels [
10]. They experimented with a channel with a maze with two consecutive 180-degree bends. They examined the changes in the bed topography along the meander and the downstream straight path for different ratios of average velocity to critical velocity. They also explored the influence of the upstream bend on the downstream bend. They found that the maximum scour depth in the downstream bend increased with the ratio of the average velocity to the critical velocity. They also found that the initial movement of the upstream bend and the downstream bend happened for ratios of average speed to critical speed of 0.89 and 0.78, respectively. In addition, Sukhodolov et al. (2021) investigated the turbulent flow in the bend of a meander river, and they showed that the structure of the average and turbulent flow in the meander bend is three-dimensional [
15]. This flow complexity makes applying the linear distribution of shear stress in-depth and using the logarithmic law difficult. Khosravi et al. (2021) conducted a study to investigate hydraulic parameters related to incipient motion conditions, comparing uniform and graded sediments as well as round and angular sediment types. The experiments included rounded uniform bed sediments of 5.17, 10.35, 14, and 20.7 mm, angular uniform sediment of 10.35 mm, and graded sediment. The findings showed that angular sediment had a higher critical shear velocity for incipient motion than rounded sediment. Critical Shields stress and relative roughness increased with bed slope, while the particle Froude number decreased. Additionally, graded sediment exhibited higher critical shear stress compared to finer uniform sediments, with finer fractions having higher particle Froude numbers and coarser fractions demonstrating lower stability [
16]. Dodangeh and Afzalimehr (2022) investigated the incipient motion of sediment particles under non-uniform flow conditions in rivers and laboratory settings. Their research focused on the impact of bedforms on flow dynamics and sediment transport. The study challenges the traditional approach of using the Shields diagram, which is based on uniform flow assumptions, by highlighting the importance of considering pressure gradients in non-uniform flows. Their findings indicate that the Shields diagram underestimates particle motion in both laboratory and river settings. Key factors influencing incipient motion include the presence of bedforms, changes in river width, and flow non-uniformity. Additionally, the study observed differences in incipient motion between accelerating and decelerating flows, with greater motion occurring under accelerating flow conditions [
17].
The water flow in a meander is characterized by a cross-stream motion, which has a three-dimensional flow structure different from that of a straight river. As a dynamic field that drives sediment movement, it directly affects the conditions of initial sediment movement in the bend and subsequent transport movement. Parker et al. (1985) stated that there is two-way sediment transport in the bend: longitudinal transport, which is related to the main flow, and lateral transport, which is related to the section’s lateral flow velocity [
18]. They also concluded that the bed load’s initial movement and transport are non-uniform along the cross-section. In addition, Jia Dongdong et al. (2008) also pointed out that the direction of bed load transport significantly affects the results in the investigation of erosion and sediment transport in the bend [
19]. Additionally, instead of using the average value of the flow velocity along the vertical, more attention should be paid to the effect of the water flow conditions near the bed on the sediment transport. Gonzalez et al. (2017) stated that the processes stabilizing the bed in straight paths are also active in meander bends [
20]. However, cross-stream sediment fluxes in meander bends may contribute to increased sediment supply to high boundary shear stress zones. They identified the processes of bed stability at different scales: at the local scale, the median diameter of the surface material controls the mobility of the local sediment mixture; at the cross-section scale, the bed topography controls the shear stress distribution; at the reach scale, the channel geometry, flow velocity field, and sediment differential routing intervene to sort sediment through regions of more efficient transportation. Although knowledge about the incipient motion of sediment particles in water conveyances has significantly advanced from previous studies, the interaction arch has been neglected. This oversight serves as the primary motivation for the current work.
Understanding how particles start to move in curved channels in varying flows will enable researchers to understand erosion and sediment transport in rivers. This study aims to investigate how sediments begin to move in the curved channels, which are often overlooked but significantly affect the morphological stability of the bend and sediment transport across the channel and erosion at the bend. Previous studies on bend sediment transport investigated cross-channel transport as the dominant phenomenon. No study has addressed longitudinal sediment movement or established a criterion for the sediment movement threshold. Many studies also investigated bend secondary flow [
13,
21], but how it affects the Shields parameter has not received much attention. Wang et al. (2015) reported that secondary flow affects the movement of particles in a bend section of a river [
22]. For a river with a specific curvature, the intensity of the secondary flow is unevenly distributed across the river, resulting in an uneven distribution of incipient motion and sediment transport direction. They also theoretically demonstrated that in curved paths, longitudinal flow primarily determines sediment movement, while secondary flows influence only the direction of sediment movement. The effectiveness of the Shields parameter in the bend also needs exploration. Thus, this study mainly investigates how bend flow curvature affects sediment incipient motion and bed shear stress distribution at incipient motion. It also investigates whether the Shields diagram prediction of incipient motion is applicable in curved channel flows. Finally, based on the field data recorded in the process of experiments in the current study, a new equation is presented using the method based on the soft multivariate polynomial regression, to calculate the Shields critical parameter.
The study underscores the practical applications of understanding meander dynamics in restoration projects, especially for the stabilization of canals or rivers and the enhancement of water quality. In meanders, natural lateral migrations occur due to erosion, leading to shifts in the meander position. These movements can result in changes in bed slope, canal width, radius of curvature, and flow patterns. By identifying sensitive points in meanders, measures such as using vegetation to stabilize banks and beds can be implemented, ultimately improving water quality. Examining sediment movement at different bend angles, this study offers valuable insights into effectively stabilizing beds and banks, contributing to the success of restoration projects and maintaining the health of aquatic ecosystems.
4. Discussion
Previous studies have predominantly focused on sediment incipient motion in straight river channels, with limited research on river bends. However, the limited studies on 180° sharp bends have not addressed sediment transport, which will be discussed here. Barman et al. (2022) [
36] stated that despite many years of research, the structure of turbulence in meander bends remains unclear. They suggested that future work should focus on accurately measuring the fluid stresses exerted on the adjacent boundaries in meander bends.
The flow structures in a river bend are influenced by sediment incipient motion, resulting in more complex processes due to secondary currents. As the river channel’s plane changes, the spatial distribution of flow velocity varies, leading to changes in longitudinal and transverse flow velocities, and consequently, variations in hydraulic parameter estimations. To the authors’ knowledge, no study has examined the incipient motion in a 180° bend considering turbulent flow structures, which hinders the comparison of this study’s results with existing literature.
An examination of the vertical velocity profile revealed that central axis velocities have a small gradient in flow depth but point downward, creating strong vortices and placing the maximum velocity below the water’s surface. The sediment movement and curved channel interaction affect Reynolds stress distribution, showing that the bend degree influences the secondary current’s strength, leading to different patterns and locations of maximum velocity. When the maximum velocity tends towards the bed, the secondary currents become stronger in the bend, though this phenomenon is complex and requires extensive data and analysis. Moghaddassi et al. (2021) [
10] examined a meandering channel with two consecutive 180-degree mild bends flanked by straight upstream and downstream reaches. They investigated the impact of varying mean velocity-to-critical velocity ratios at the upstream straight reach on bed topography variations along the meander. Additionally, they studied how the geometry of the upstream bend influenced bed topography in the downstream bend and how the downstream straight end affected the upstream bend. They discovered that variations in bed topography at the upstream bend indicate the downstream bend’s influence on incipient motion conditions along this bend. Furthermore, they found that for each flow velocity to critical velocity ratio (U/Uc) at the upstream bend, the maximum scour occurred 5% of the channel width from the outer bank, within the 178 to 180-degree range. However, Moghaddassi et al. [
10] did not examine turbulent flow structures, including 3D velocity components, Reynolds normal stress, and Reynolds shear stress, nor did they discuss the limitations of the Shields parameter. Akbari and Vaghefi (2017) [
37] reported that in a 180° sharp bend, the secondary flow strength and the size of the vortex formed from the beginning to the bend apex increased. They also determined the average horizontal angle of the streamlines, as well as the vector and locus of maximum velocity at different levels. However, they did not discuss turbulent flow characteristics or 3D Reynolds stresses.
Changes in velocity profiles affect the calculations of key hydraulic parameters, including the friction factor and Shields parameter. This suggests that applying a constant value for hydraulic parameters along a path may not yield accurate results or reasonable modeling. Bed shear stress results indicate that lower bed shear stress enhances the threshold condition. This experimental research allowed for the observation of complex flow separation and particle motion along the inner side of the curve. High turbulence in the separation zone causes particle movement, which depends on the pressure gradient and the sign of vorticity. Both factors can be calculated using velocity components in different flow directions, though accounting for vorticity in the critical Shields parameter is not currently feasible. Additionally, the Shields diagram requires modification to incorporate Reynolds stress distribution along a curved path. Applying Reynolds stress in incipient motion studies provides practical tools for designers and engineers in fluvial projects, allowing consideration of turbulent flow details rather than relying on average values in fluvial hydraulic models.
The bed shear stress, used in the numerator of the Shields parameter and particle Reynolds number in the Shields diagram, can only be estimated using statistical methods. However, the physical interpretation of this statistical analysis is performed using the momentum (Reynolds) equation. Before the bend apex, the flow experiences a favorable pressure gradient, showing no separation and a concave Reynolds stress distribution without inflection points in flow depth from the bed to the water surface. Conversely, after the apex, flow separation occurs in regions with an unfavorable pressure gradient, leading to a different Reynolds stress distribution. A strong pressure gradient can cause a stall, observed as a dead zone in the downstream part of the bend. These effects of instantaneous velocity fluctuations in 3D are reflected in the critical threshold condition, considering the turbulent flow structure analyzed by ADV in this study. Consequently, the critical Shields parameter is influenced by flow structures and the estimation of Reynolds stress, taking into account favorable or unfavorable pressure gradients in different curve regions.
Figure 6 shows that for the curved channel, Reynolds stress has a concave shape and lower bed shear stress compared to a straight path. The concave Reynolds stress distribution emphasizes that the bent channel accelerates incipient motion compared to the straight path with a mildly convex (quasi-linear) Reynolds stress distribution. Bed maximum Reynolds stress occurs in the bend’s first half (0 to 90 degrees), while bed minimum Reynolds stress occurs in the second half (90 to 180 degrees). Therefore, more sediment transport is expected in the bend’s second half with considered minimum Reynolds stresses for sediment incipient motion. Vaghefi et al. (2016) [
13] investigated the influence of streamline variations, maximum velocity distribution, and secondary flow strength on bed shear stress distribution along a 180-degree sharp bend in a laboratory setting. They reported that maximum secondary flow strength occurred in the second half of the bend. They evaluated bed shear stress distribution using the TKE, modified TKE, and Reynolds methods within the turbulent boundary layer. Additionally, they found that maximum shear stress occurred from the entrance of the bend to the bend apex near the inner wall. They observed that maximum shear stress in the lower layer shifted from the 40-degree cross section to the 60-degree cross section in the upper layer. However, they did not present any patterns for Reynolds stress distribution or its application for determining the Shields parameter and predicting incipient motion. Graf and Blanckaert (2002) [
38] reported that the magnitude and distribution of normal stresses and turbulent kinetic energy are concentrated over the thalweg, with the magnitude increasing through the first half of the bend. The streamwise cross-stream and cross-stream vertical Reynolds stresses increase as the flow moves through the bend, while the streamwise vertical stresses near the bank become less dominant. Additionally, it was found that the magnitudes of streamwise cross-stream stresses at the outer bank are relatively high compared to other stresses.
This study used the Shields parameter for different angles on a 180-degree bend. The Shields parameter defines the particle movement threshold, assuming uniform flow conditions, which may not hold in bends with non-uniform flow conditions. Curved channels alter Reynolds stress distribution from linear to nonlinear shapes, potentially overestimating or underestimating bed shear stress. This study calculates bed shear stress for estimating the Shields parameter and particle Reynolds number. Different methods exist for shear stress calculation, but more investigation is needed to determine the best method for non-uniform flow conditions due to flow curvature. Many studies have applied the equation
to compute shear stress, where R is the hydraulic radius and S is the energy slope. However, this method only works for uniform and straight channels with linear stress distribution. This research deals with non-uniform flow due to channel curvature, causing nonlinear stress distribution. Therefore, this method is unsuitable. This study employed the Reynolds stress method to estimate channel bed shear stress from the Reynolds shear stress distribution (
Figure 6), involving fitting a polynomial function to measure Reynolds stress profiles. The bed shear stress is the intersection point of the fitted curve and the bed on the Reynolds stress.
Using the Reynolds stress method, this study obtained Shields parameters ranging from 0.041 to 0.043 on the straight path, with particle Reynolds numbers up to 39. These values matched the Shields parameter of incipient motion in the Shields diagram, which assumes uniform flow conditions. For the 180-degree bend, the Shields parameter ranged from 0.018 to 0.041 for h = 13 cm, 0.013 to 0.042 for h = 15 cm, and 0.014 to 0.042 for h = 17 cm. This result showed that the Shields parameter was higher on the straight path than on the 180-degree bend, except for a few cases below the Shields curve (
Figure 7). This indicated that bed sediment moved more easily on the bent path. The critical Shields parameter value on the bent path was about 8–61% lower than in the Shields diagram. Even though particles moved, the critical Shields parameter was below the Shields curve, suggesting that the Shields diagram overestimated the critical Shields parameter for flow on the 180-degree bend. This overestimation could result from various factors, such as flow non-uniformity in the bend, while the Shields diagram relies on uniform flow, or inappropriate shear stress determination methods. Lastly, the unrealistic estimation and agreement of the Shields parameter in the curved channel with the straight path was because this parameter did not include variables reflecting the curve path and lateral forces’ effects. Therefore, a better estimation of sediment movement threshold conditions in curved channels would consider the convex Reynolds shear stress distribution effect, differing from the straight path’s convex distribution. This study found a lower critical Shields stress for 60 to 120 degrees than other angles, but the critical Shields parameter results do not clearly show the movement threshold conditions for the 180-degree bend.
5. Conclusions
This study examined how channel curvature affects the sediment motion, which is important for river restoration projects. The study measured 42 velocity profiles for flow depths of 13, 15, and 17 cm at a 180-degree bend and a straight path. The classic methods could not determine the incipient motion criterion in bent channels due to changes in velocity and Reynolds stress distributions in different parts of the bend. The results show that the particles started moving when was below the Shields curve in the 180-degree bend. The Shields diagram overestimated the critical Shields parameter along the bend. The concave shape at the bend upstream made the incipient motion faster than in the straight path and bend downstream where a convex distribution was observed for the Reynolds stress. The Shields diagram may not be applicable for curved channels, as incipient motion occurred when the critical Shields parameter fell below the values indicated in the diagram. This study can improve the incipient motion prediction and provide a realistic threshold value for meandering rivers. Using the Reynolds stress distribution instead of in different locations of the bend, it is possible to better predict the particle movement in the fluvial hydraulics projects. The range of critical Shields parameter varied from 0.015 to 0.042 along a 180-degree bend. This reveals that no single value should be applied in the incipient motion projects because no universal value exists, but it should emphasize the defendable values in the fluvial studies. Furthermore, the results indicated that using artificial intelligence methods, such as multiple linear regression (MLR), may not enhance our understanding of the complex subject of incipient motion. Given that numerical simulations based on digital models of the land, similar to the laboratory model, can further elucidate the results of this study, future numerical research using the laboratory data obtained herein is recommended.
In summary, river restoration is very expensive and requires a significant budget from governmental agencies. A portion of these costs is attributed to sediment transport and changes in river patterns, which can affect river management and water supply policies at the watershed level. Changes in the river path can cause significant conflicts and social unrest in urban and agricultural areas. The study emphasizes the practical applications of understanding meander dynamics in restoration projects, particularly for stabilizing canals or rivers and improving water quality. The novelty of the present study lies in examining the effect of 3D turbulent flow structures on sediment thresholds at various bend angles and highlighting the limitations of the Shields diagram in accurately predicting sediment movement along a bend. This study provides valuable insights for effectively stabilizing riverbeds and banks, thereby contributing to the success of restoration projects and the health of aquatic ecosystems.