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Journal articles
Magazine articles
Open Access
Amphoteric dry strength chemistry approach to deal with low-quality fiber and difficult wet-end chemistry conditions in the Asian and North American markets, TAPPI Journal January 2024

ABSTRACT: With Japan’s high recycling rates and low access to fresh fiber sources, reaching strength targets in manufacturing packaging materials is a challenge. Declining quality of recycled fiber and minimal freshwater con-sumption results in difficult wet-end chemistry conditions in terms of high conductivity and elevated levels of dissolved and colloidal substances (DCS). These trends are somewhat typical of other Asian regions. Due to global trade, Asian packaging materials have become a part of the North American (NA) raw material pool. The gradual closing of mill water circuits for fresh water and energy savings results in more difficult wet-end chemistry conditions experienced in North America. China’s ban on the import of mixed paper and the consequent ban on all waste-paper imports triggered a significant price drop in recycled raw material, resulting in plans for increased manufacturing capacity in North America. Between increased demand, decreasing fiber quality, and movement towards more closed white water systems associated with packaging grade paperboard (even a virgin fiber mill uses a fair amount of recycled fiber), new methods to overcome strength reduction in raw materials must be proactively considered for North America. Reviewing the strategies currently used in the Asian industry regarding strength development is an excellent starting place for NA producers. A clear difference between Asian and NA wet-end chemistry is the dominant position of amphoteric dry strength agents. This paper reviews the fundamentals of dry strength development that explain the trend towards the increased application of amphoteric dry strength technology for poor-quality fiber and highly contaminated water circuits in Asian markets. This paper discusses the development and application perfor-mance of the novel 4th generation amphoteric polyacrylamide (AmPAM) dry strength technology, based on selected laboratory and mill case studies.

Open Access
Polyvinylamine as a wet-end additive: Effects of pH and anionic contamination, TAPPI Journal May 2024

ABSTRACT: The effects of polyvinylamine (PVAm) on papermaking process attributes and handsheet quality were evaluated for a recycled copy paper furnish in a near neutral-to-alkaline pH range. The degree of protonation of primary amine groups, such as those in PVAm, is known to decrease with increasing pH. Streaming potential tests surprisingly showed that a high treatment level of PVAm on the copy paper furnish was able to maintain a net positive zeta potential up to pH of about 11, whereas charge demand titrations indicated that PVAm maintained its positive charge character up to about pH 10. Favorable dewatering was observed when the furnish had been pretreated with 1% polyacrylate dispersant prior to treatment with PVAm at the 0.5% level, and the mass of filtrate increased slightly with increasing pH. First-pass retention tests showed poor retention efficiency in systems where the furnish had been treated with the dispersant, then PVAm, in an unfavorable pH range of about 9 to 9.5. Higher retention was achieved both at pH 8.2 and at pH 10 or higher. Handsheets showed superior breaking length results in the systems where the stock had been pretreated with the dispersant, though strength decreased strongly with increasing pH. Differences in filler content, as indicated by ash analysis, were not large enough to account for the observed strength differences. Formation uniformity was substantially increased by the pretreatment with dispersant, even in the presence of PVAm and throughout the studied pH range.

Journal articles
Magazine articles
Open Access
Z-directional testing of paperboard in combined tensile and compression loading, TAPPI Journal May 2024

ABSTRACT: The out-of-plane properties of paperboard are important in several converting applications such as printing, sealing, creasing, and calendering. A juxtaposed tensile and compression curve in the z direction (ZD) will, however, appear to have a kink or discontinuity at 0 stress. The purpose of the present work is to capture the continuous transition between tension and compression and to increase the understanding of the complex ZD properties of paperboard by cyclic testing. In this attempt to unify the ZD tensile and compressive behavior of paperboard, samples were laminated to the testing platens using heat seal laminate film. The method for adhering the samples was compared to samples that were laminated and glued to the testing platens. The edge effects of the cutting method were evaluated in compression testing with samples not attached to the testing platens. The flat slope seen in the initial part of the pure compression curve disappeared when the samples were laminated to the testing platens. The flat slope was instead replaced by a continuous response in the transition across 0 N. The stiffness in the transition region resembled the response in tensile testing. When the testing is cycled, the material exhibits a history dependence. Starting the cycle in either compression or tensile will show an effect on the stiffness at the transition, as well as the compressive stiffness. However, the ultimate tensile strength is unaffected.

Journal articles
Magazine articles
Open Access
Cationic emulsions of maleic anhydride derivatives of oleic and abietic acid for hydrophobic sizing of paper, TAPPI Journal 2020

ABSTRACT: Ordinary rosin sizing agents are mixtures of resin acids that include abietic acid and related compounds obtained from softwoods such as pine. Fatty acids, which are another byproduct of the kraft pulping of soft-wood species, also may have hydrophobic effects, but their use as sizing agents has seldom been considered. In the current study, abietic acid and oleic acid, in the absence of other components, were first modified by reaction with maleic acid anhydride. Then, the maleated derivatives (maleated oleic acid [MOA] and maleated abietic acid [MAA]), which were emulsified with cationic starch at the 1:1 and 3:2 ratio, respectively, were added to fiber furnish containing aluminum sulfate (papermaker’s alum). The prepared sheets were dried with a rotating drum on one side at 100°C at low pressure to cure the sizing agents. The chemical, optical strength, and absorption properties were measured. The presence of the sizing material was confirmed using time of flight secondary ion mass spectrometry (ToF-SIMS), and the retention of the sizing agent on fibers was supported by evidence of hydrocarbons on the paper surface. In addition to achieving sufficient water resistance features with MAA, a lesser hydrophobic character was obtained when using MOA. Compared to commercial applications, relatively large amounts of sizing agent were used to obtain a sufficient sizing degree. The MOA required 5% addition to achieve a similar sizing degree as MAA at the 2% level. The sizing treatments also resulted in substantial increases in tensile index value. Since cationic starch was used in the formulation of the sizing agents, the increase in tensile index may have been due to the influence of cationic starch. Contributions to paper strength from a combination of ionic complexation and mutual association of hydrophobic groups is also proposed. Depending on the amount of sizing agent, the yellowness increased, especially when sizing with MOA.

Journal articles
Magazine articles
Open Access
Multifunctional barrier coating systems created by multilayer curtain coating, TAPPI Journal November 2023

ABSTRACT: Functional coatings are applied to paper and paperboard substrates to provide resistance, or a barrier, against media such as oil and grease, water, water vapor, and oxygen, for applications such as food packaging, food service, and other non-food packaging. Today, there is increasing interest in developing recyclable and more sustainable approaches for producing these types of packages. This paper focuses on water-based barrier coatings (WBBC) for oil and grease resistance (OGR), water, moisture vapor transmission rate (MVTR), and oxygen barrier performance. The main goal is to create coated systems that can achieve more than one barrier property using multilayer curtain coating (MLCC) in a single application step. One advantage is in optimizing coating material cost with the use of functional chemistry in confined layers where performance is balanced within the coating layered structure. This allows simultaneous application of layers of different polymer types in one step to achieve the appropriate performance needs for a given barrier application. This paper provides working examples of using MLCC to create coating structures with multiple barrier properties in a single application pass. Barrier polymers studied include styrene butadiene, styrene acrylate, starch-containing emulsions, and polyvinyl alcohol. The paper also shows the effect of increasing the pigment volume concentration with platy clay or fine ground calcium carbonate on MVTR and OGR barrier properties.

Journal articles
Magazine articles
Open Access
Surface energy considerations for offset printing of coated paper and paperboard, TAPPI Journal November 2023

ABSTRACT: Offset printing of coated paper involves the complex interactions of ink with a surface that is characterized by three major properties: roughness, porosity, and related pore network structure and surface chemistry (related to surface free energy [SFE]). The effects of porosity and roughness are relatively well understood and are documented in the literature, whereas the influence of surface chemistry is much less studied and therefore the focus of this paper. The key results shown include: i) Coating porosity has a negligible effect on SFE determination by contact angle using two fluids. ii) The chemistry of the latex polymer in the coating formulation dominates the influence on SFE compared to pigment, with any surface energy differences present in the pigment being almost completely masked by latex. iii) Wetting agent and corona treatment can impact water absorption rate and surface spreading of water, resulting in small differences in printability. Increasing the concentration of the surfactant on a coated surface indicates switching orientation of the surfactant molecules, giving a “step wise” printing result. When looking to improve offset printability by selection of different pigments, the variation in SFE is less important than variation in either surface roughness or porosity.

Journal articles
Magazine articles
Open Access
Viscoelastic web curl due to storage in wound rolls, TAPPI Journal July 2020

ABSTRACT: Winding is often the final operation in a roll-to-roll manufacturing process. Web materials, i.e., materials that are thin compared to their length, are wound into rolls because this form is the only practical means to store them. The resulting bending strains and associated stresses are large for thick webs and laminates. As many webs are viscoelastic on some time scale, bending stresses lead to creep and inhomogeneous changes in length. When the web material is unwound and cut into discrete samples, a residual curvature remains. This curvature, called curl, is the inability for the web to lie flat at no tension. Curl is an undesirable web defect that causes loss of productivity in a subsequent web process. This paper describes the development and implementation of modeling and experimental tools to explore and mitigate curl in homogenous webs. Two theoretical and numerical methods that allow the prediction of curl in a web are developed: a winding software based on bending recovery theory, and the implementation of dynamic simula-tions of winding. One experimental method is developed that directly measures the curl online by taking advantage of the anticlastic bending resulting from the curl. These methods are demonstrated for a low-density polyethylene web.

Journal articles
Open Access
Pre-damping effects on water absorption and drying dynamics in flexographic printing, TAPPI Journal November 2025

ABSTRACT: Optimizing flexographic printability can involve the ink and the substrate, as well as the printing process. It has been widely reported in the literature that controlling topography of the substrate and its porosity are vital for good flexographic printability, especially when using water-based inks. This study focuses on how pre-damping a surface impacts liquid absorption and improves wet trapping (ink on ink with no intermediate drying) in flexographic printing. A Prüfbau universal print tester was adapted to analyze flexographic wet-on-wet ink printing and trapping using yellow and magenta inks for contrast. Slow drying of the first ink layer (yellow) leads to mottle when the second layer (magenta) is applied. The study explores the “wet sponge” hypothesis: a pre-damped surface should absorb liquid faster. The Lucas- Washburn equation describes long-term absorption, but it does not capture short-term uptake, which instead follows a linear dependence on time.

Journal articles
Open Access
Water and grease resistance of paperboard coated with long chain cellulose fatty acid esters using electrostatic powder coating, TAPPI Journal April 2026

ABSTRACT: Fiber-based materials used for foodservice, takeaway, and other packaging applications must typically provide water and grease resistance. Simultaneously, there is growing interest towards bio-based and renewable barrier coatings. In this study we applied thermoplastic long chain fatty acid cellulose esters onto paperboard using electrostatic powder coating to create barrier properties of interest. Electrostatic powder coating provides a water-free process to tackle moisture-induced quality issues and to provide an even coating layer. Cellulose octanoate and palmitate esters were produced in pilot scale. These were ground into fine particles using liquid nitrogen and applied onto paperboard sheets using an electrostatic powder gun. The loosely packed coatings were fixed and fused onto the paperboard by hot pressing. We characterized the coated sheets for coating thickness, contact angles with water, water absorption, grease resistance (KIT), and olive oil barrier. Two commercial polyethylene powders were used as references. Our results indicated that the long chain cellulose fatty acid ester coatings were thermoplastic and hydrophobic with contact angles above 100°. Water absorption was similar to the reference coatings. While grease resistance was lower than with the references, the cellulose ester coatings slowed down diffusion of olive oil through the paperboard. Cellulose octanoate ester with a lower melt viscosity already provided smooth coatings after the initial hot pressing step, while in most cases, the second post hot pressing step further improved the barrier properties.

Journal articles
Open Access
Point load measurements on paperboard packages and bulging, TAPPI Journal March 2026

ABSTRACT: Paperboard packaging is made by processing board materials into sheets or rolls and shaping them through creasing, cutting, folding, and erecting. The conversion process generates residual moments at the folds that cause panel bulging. This study experimentally investigates how the bulging introduced during the converting processes influence the mechanical response of paperboard packages during point load testing within the elastic deformation range. The study shows that panel bulging may significantly affect packaging performance as-perceived strength and stiffness. Bulging, influenced by the board’s basis weight, can affect the package performance even more than packaging stiffness. Point load tests in the elastic region were performed on empty packages (78 mm × 50 mm × 110 mm) with force applied at specific points along their long sides. The packages evaluated in this study were made of two identically processed materials of different grammages. The heavier material showed more pronounced bulging than the lighter one, leading to overlapping force-displacement curves for the packages, and to that, a lower force and stiffness may be measured at a certain indentation depth for the package of heavier material. This complicates material choice according to functional requirements. The results show that a highly bulged package might resemble one with less bulging of another material. According to the results, it is not certain that a higher grammage package shows a higher indentation force and stiffness than a lower grammage package when measured at a certain indentation. This indicates that optimizing the creasing and folding processes can be a way to enhance performance rather than simply increasing board weight. The study underscores the importance of controlling converting parameters, especially creasing and folding behavior. Well-performed creasing and folding gives a low residual momentum, little bulging, and a high stiffness and compression strength at point loading in the elastic region. Proper optimization can improve packaging performance and manual handling user-friendliness.