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Journal articles
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Editorial: New coating grades require new tests: Barrier performance inside the package, TAPPI Journal November 2024

The TAPPI Journal special Coating issue is an annual issue that focuses on paper coating and coated papers. It is drawn from presentations at TAPPICon and from other submissions on the topic of paper coating. The TAPPICon 2024 Coating track was rich in high-quality technical content. In fact, the papers were of such significance that Coating members of the TAPPI Journal Editorial Board, which include me, Gregg Reed, and Gregory Welsch, decided that a second paper coating-related special issue would be appropriate for the TAPPI Journal editorial calendar. In addition to the current issue on Barrier Coating Testing, there will be another issue on Coating Fundamentals in early 2025.

Journal articles
Magazine articles
Open Access
Quantification of block testing for coated paper substrates, TAPPI Journal November 2024

ABSTRACT: Block resistance is a critical property for coated paper and board substrate that will be rolled, stacked, or otherwise contact itself after coating. Small differences in the coated substrate’s blocking can determine whether the substrate can be successfully used for its designated purpose. However, this crucial property is typically evaluated using a qualitative scale that is based on subjective operator ratings and impacted by factors that include: (1) sound of coated substrate during separation, and (2) force with which substrates are separated. This paper tests the hypothesis that quantifying the block test by measuring the force required to peel samples apart improves the test by: (1) providing more standardized testing conditions by controlling peel force and rate; (2) more clearly differentiating samples that experience minimal to some blocking; and (3) maintaining customizability to evaluate customer-specific test conditions. The method developed in this study uses a standard block tester and block testing conditions, but it peels the coated paper samples using a hot tack/heat seal instrument with force measurement capabilities. This paper demonstrates, using the instrument’s heat seal capabilities, that it can measure peel forces that represent the full range of observable block scores. The efficacy of this method was evaluated by having a group of trained operators engage in a randomized, blind experiment where they assessed block resistance on a set of coated paper samples using a modified qualitative block scale and compared their results to force measurements collected using the proposed method. The sample set included two coatings that have successfully run in commercial trials with minimal blocking, and one coating that experienced significant blocking in commercial trials despite only exhibiting some blocking at standard block test conditions in laboratory testing. The quantitative test method presented in this paper clearly differentiated these samples, whereas the qualitative assessment could not predict which samples had suitable block resistance for commercial use. As any tensile tester capable of measuring with 0.1 N resolution can be used for the Quantitative Block Test, the proposed method can be widely adopted. Furthermore, this method can be used for any block condition.

Journal articles
Magazine articles
Open Access
Test method and coating composition impact on measured moisture vapor transmission rate for waterborne coatings on paper, TAPPI Journal November 2024

ABSTRACT: Moisture vapor barrier is one of the necessary performance attributes for paper packages. Two methods are typically employed to assess the moisture vapor transmission rate (MVTR): the gravimetric cup method (ASTM E96) and the MOCON method (ASTM F1249). While those tests have been compared for free standing polymeric films, less is understood about their application in coated paper. Our results show that, despite a general agreement between the two methods, discrepancies exist where test protocols and material properties of coated paper impact the MVTR measurement. The measurement discrepancies can be explained by differences in local moisture concentration. Our study provides new insights on moisture vapor barrier assessment of waterborne coatings on paper and implications for achieving paper packages with improved barrier performance.

Journal articles
Magazine articles
Open Access
Evaluation of folding effects on coating damage, TAPPI Journal November 2024

ABSTRACT: Barrier coatings on paperboard need to maintain integrity during converting and end-use for effective barrier performance. Folding is one of the most common deformations during converting; however, factors that affect damage during folding are not well defined. This is partly because methods to fold specimens and characterize damage are not standardized and the results are generally not transferable. In this work, we describe a method to fold paper specimens precisely and reproducibly. The keys to folding include using a defined geometry and controlled deformation. Multiple methods can be used to quantify damage; in this case, we use differences in permeability as a measure of how the coating becomes more open. Damage is sensitive to the degree of compression after the initial folding. Using a shim for support provides a defined amount of compression and minimizes the sensitivity to the applied pressure.

Journal articles
Magazine articles
Open Access
Colloid chemical aspects of paper formation in the presence of nanofibrillated cellulose and cationic starch, TAPPI Journal September 2024

ABSTRACT: A series of experimental tests were carried out to examine colloidal-scale consequences of optionally treating nanofibrillated cellulose (NFC) with cationic starches of different charge density and dosage (0.5% or 2.0% by weight), adding that material to a furnish prepared from 100% recycled copy paper, and then subjecting the mixture to very different levels of hydrodynamic shear. Tests included optical microscopy, sediment volume tests, sediment velocity tests, and “percent fines” assessment by means of a fiber quality analyzer (FQA). In addition, the zeta potential and charge demand of the studied materials were evaluated. Optical imaging revealed that cationic starch treatment of the NFC tended to agglomerate it into multiparticle clusters, which sometimes could be mostly redispersed by hydrodynamic shear. Subsequent addition of the starch-treated NFC to the default furnish resulted in much of the colloidal material becoming attached to fibers. Subsequent shearing of the mixtures was at least partly effective in separating the clusters of NFC from the fiber surface, resulting in essentially a two-component mixture. Multiparticle NFC clusters coexisted with the fiber suspension, sometimes attached and sometimes not, depending on the details of treatments. Sediment volume tests showed that systems containing cationic starch-treated NFC tended to have a higher density after settling in comparison to untreated NFC; these findings are consistent with the cationic starch acting as a stabilizer on the solid surfaces, allowing them to slide past each other during the settling process. Application of intense hydrodynamic shear tended to result in denser sediment. Results of tests with the sediment velocity messurement and the FQA percent fines assessment did not correlate well with changes in test conditions considered in this study.

Journal articles
Open Access
A targeted approach to produce energy-efficient packaging materials from high-yield pulp, TAPPI Journal August 2025

ABSTRACT: Unlike fossil-based plastics, wood-based packaging materials can be produced in an ecofriendly manner using wood chip residuals from sawmills and pulpwood. To produce high-yield pulp like chemithermomechanical pulps (CTMPs) for paperboard and liquid packaging, it is crucial to reduce the electric energy consumption during fiber separation. The ultimate objective is to revolutionize paperboard production by achieving a middle-layer CTMP process that consumes less than 200 kilowatt-hours per metric ton (kWh/t), significantly improving from the current 500•600 kWh/t energy demand. Optimizing the CTMP impregnation process of sodium sulfite (Na2SO3) in wood chips is crucial for achieving uniform softening, ideally at the fiber level. The properties of the fibers are significantly affected by the content of lignin sulfonates within the walls of the fiber and the middle lamellae. In this study, we employed in-house developed X-ray fluorescence (XRF) techniques, validated by beamline measurements, to map the distribution of sulfonated lignin within fibers. It also seemed possible to enhance the surface area of lignin-rich pulp fibers while losing minimal bulk by refining them with well-optimized low consistency (LC) refining. We aimed to achieve a highly efficient separation of coniferous wood fibers by co-optimizing the sulfonation and the temperature in the preheater and chip refiner. Additionally, we explored how lignin’s softening behavior and potential crosslinking influence subsequent unit operations, including pressing, peroxide bleaching, and drying, following the defibration process. In defibration during chip refining, the maximum softening of wood fibers is preferred to maximize fiber preservation and minimize energy consumption. However, optimizing the stiffness of finished pulp fibers is preferable to reduce bulk loss during paperboard production. It can strive to optimize processes to develop stronger, lighter, and more sustainable composite packaging materials. Reducing environmental impact and electric energy can help create a more sustainable future.

Journal articles
Open Access
On the design of corrugated boards: A new FEM modeling and experimental validation, TAPPI Journal August 2025

ABSTRACT: This study presents a simplified finite element modeling (FEM) approach suitable for large structures made of corrugated boards, such as customized packages, based on a homogenization method, which is combined with correction factors for internal mechanisms. The homogenization process reduces computational time by transforming flute geometries into equivalent elastic models. In large deformations and in the presence of contact for a given geometry, the effective elastic modulus in the thickness direction, as well as the effective thickness of the structure, are corrected by two statistical Weibull distributions representing the contact and buckling mechanisms in a corrugated board. The Weibull parameters are obtained via experimental analysis, and such a process is then validated. The results demonstrate that the statistical parameters (â1 = 0.14, â2 = 1.31) can be used for the simplistic representation of corrugated boards, being computationally efficient. This research contributes to the optimization of corrugated packaging design, specifically by simplifying FEM models for faster, yet equally accurate, simulations.

Journal articles
Reinforcing folding boxboard ply stock with refined pulp and its effect on dewatering potential, TAPPI Journal February 2025

ABSTRACT: The folding boxboard (FBB) filler ply typically contains a significant amount of mechanical pulp such as bleached thermomechanical pulp (BTMP), bleached chemi-thermomechanical pulp (BCTMP), and chemi-thermomechanical pulp (CTMP), etc. It is usually reinforced with either refined broke from the same paper machine line and converting process or by utilizing traditional bleached kraft pulp (BKP). In response to the drive for improved/increased ply bond (to avoid undesired delamination), increased bulk, reduced basis weight, and minimized energy consumption, papermakers have experimented with various options and strategies. In between the common approaches, choices have been made between reducing the refining of the mechanical pulp, increasing the broke refining (more frequently practiced on the production scale), or increasing the BKP refining (a potentially superior choice). This study focused on a simplified approach to assess the impact of three reinforcement pulps with different refining levels on the dewatering of the filler ply. The reinforcement pulp was added to the core stock for the FBB filler ply — a mechanical pulp, BCTMP, with a drainability of 25 °SR. The proportions of the reinforcement pulp, hardwood bleached kraft pulp (HWBKP), were 20% of 30-35 °SR, 10% of HWBKP 50-55 °SR, and 5% of HWBKP 70-75 °SR. The intention behind using varying percentages of reinforcement pulp was to attain a controlled internal bond while enhancing bulk through increased mechanical pulp content. The dewatering potential of the stock mixtures was assessed at three vacuum levels — 4, 10, and 25 kPa — that can be found in progressive stages within production- scale forming sections. Our goal was to find an optimal reinforcement strategy for filler ply that would minimize the use of the reinforcement pulp, give better strength, retain bulk, and lower basis weight. The success of this strategy was verified with an actual FBB machine.

Journal articles
Comparison of the application of polysaccharide-based barrier coatings on paper using film press and spray coating, TAPPI Journal January 2025

The growing demand for sustainable packaging has spurred research into biopolymer-based solutions and their application to paper substrates. This study compares the application of low solids, high viscous aqueous solutions of alginate and chitosan on two different paper substrates using a laboratory film press coater and a purpose-built spray coating unit, with a focus on barrier performance and practical industry considerations. Key parameters investigated are air flow rate, water vapor transmission rate, and grease resistance. Results showed that due to the low solids content of the applied biopolymer solutions, film press coating required a double-layer application for coat weights exceeding 4 g/m², making it less viable for industrial application. In contrast, spray coating allowed for higher application weights in a single step. The barrier properties of spray coated samples, compared to film press coatings, varied with the paper substrate: spray coating performed better on one substrate and worse on the other. Contact angle measurement of the substrates suggested that spray coating is more suitable for a more hydrophilic substrate because of improved surface wetting. The study also identified issues with drying conditions and pinholes affecting the quality of spray coated samples, indicating a need for further research to optimize these parameters.

Journal articles
Water-based adhesive penetration into paperboard and coated paperboard, TAPPI Journal January 2025

The setting of water-based adhesives in contact with paperboard is important in the production of boxes and other packaging, but the topic has received little attention in the literature. The penetration of the adhesive into the paper surface is important to get good bond strength through mechanical interlocking. The influence of the process conditions and the paper properties on this penetration is lacking. A water-based adhesive was applied to an uncoated and coated paperboard. The coating layer had two latex levels. Samples were characterized in terms of air permeability, void fraction, average pore size, and coat weight. The adhesive was applied to the samples in a mechanical press, squeezing a drop between two samples. The penetration of the adhesive was characterized with a silicone oil absorption method that measured the decrease in pore volume after the adhesive had been applied to approximate the pore volume taken up by the adhesive. The bond strength was measured with a peeling test. The penetration depth into uncoated paper did not depend on the application method parameters such as pressing time, pressure, or initial solids of the adhesive. The penetration depth ranged from 35•40 mm. The penetration into 10 pph latex content coated paper was similar to the uncoated samples, but reduced penetration was observed into the 40 pph latex content coatings. The results were compared to the limiting amount of adhesive that was obtained from the weight gain of the samples and to a simple model that is based on flow in porous media. Peel tests revealed that good penetration was needed, as well as a strong coating layer to obtain high peel forces.