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Troubleshooting guide for paper chemistry

Select the item of interest in the list below to open up an explanation and often some literature citations.

Air that is present in papermaking stock or white water can cause various kinds of problems, including pin-holes, circular marks on the paper, reduced dewatering rates, unsightly foam, deposit problems related to foam buildup, and loss of solid material due to overflow of foam from tanks and chests.

The three main classes of air that are of concern to papermakers are dissolved air, entrained air, and large bubbles. Dissolved air behaves as part of the water phase, except that it can come out of solution as tiny bubbles (entrained air) if the pressure is reduced. Entrained air consists of bubbles that are small enough (say less than 1 mm) to move along with the fibers. Large bubbles have sufficient buoyancy to rise to the surface; however they still can be a problem if the bubbles are persistent and build up as visible foam or froth.

Though our main concern in this website is in regards to chemical factors, it is important to consider mechanical factors that can be contributing to air problems. Leaky seals on pumps are a leading cause of unnecessary air entrainment. Also it is important to realize that the paper machine environment contains all of the key elements needed to create foam – water, air, lots of agitation and splashing, and various substances that can act as stabilizers. On a basic, traditional paper machine the main mechanism of air release is the coalescence, creaming, and breakage of bubbles in the white water tray and white water silo areas, just after the paper has been formed. Often the breakage of surface foam is promoted by spray showers. It is important also to make sure that the showers within air-padded headboxes are working effectively. Many modern paper machines, especially those producing fine and specialty paper grades, contain deaerating equipment. These involve application of vacuum and some type of fluid motion to separate dissolved and entrained air from the water phase.

The most common short-term solution to air problems is to add a chemical defoamer product. A wide variety of chemical formulations has been found to be effective to promote coalescence of air bubbles within papermaking stock and white water or to break bubbles at the surface of water. Some common ingredients of these formulations include water-insoluble surfactants, oils, water, and hydrophobic particles. An essential feature is that the liquid phase has to have a low viscosity and a tendency to spread rapidly on bubble surfaces. Different defoamer products may be needed in different paper machine environments. In particular, many defoamers have an optimum temperature range. Over-use of defoamers should be avoided due to cost and in order to minimize deposit problems. Defoamers often are added in dilute solution either at a fan pump, just before hydrocyclone cleaners, and as surface sprays.

A long-term answer to air problems in a paper mill also should include consideration of chemical factors that tend to stabilize foams. Sometimes these factors can be minimized. Surface active materials tend to stabilize foams by lowering the interfacial tension between water and air. Likely sources of surface active materials include deinking agents, black-liquor carryover (in unbleached kraft operations), excessive rosin soap size or saponified rosin acid emulsion size, and in the formulations of various wet-end additives, including some biocides. Water-soluble, high-molecular-mass polymers such as cationic starch and wet-strength resins can be expected to stabilize foam bubbles if the additives are used at levels beyond what can be efficiently retained on the fiber surfaces. Alternative solutions include either reducing the amounts of such additives or carefully managing the balance of positively and negatively charged additives to improve the retention of all of the polymeric materials on fiber surfaces.

Some other measures that can be considered to reduce various possible root causes of foam include repair of pump seals, repair and adjustment of pulp-washing equipment, and use of foam-control agents and channel-blocking polymers to improve displacement efficiency during pulp washing operations. Bubbles coming out of the headbox sometimes can be reduced by decreasing the level of turbulence in the headbox, adjusting the impingement of the jet to minimize splashing, and adjusting hydrofoils to prevent excessive action on a Fourdrinier table.

Increased problems with dissolved and entrained air (in addition to some deposit problems) usually can be expected if furnish that contains calcium carbonate filler is exposed to acidic conditions below a pH value of about 6.5. Just as in the case of ant-acid tablets, the reaction between calcium carbonate and acid leads to the release of carbon dioxide gas. The high solubility of CO2 means that a high proportion will tend to remain dissolved in the water. Some of this elevated level of dissolved air will tend to come out of solution as entrained air when the jet of furnish emerges from the headbox, greatly lowering the pressure. The tiny bubbles can act just like fiber fines in impeding dewatering from the stock.

References

Avery-Edwards, D. J., Elms, R., and Buckingham, A., “Silicone Antifoams for Nonwoven Applications,” Tappi J. 77 (8): 35 (1994).

Helle, T. K., Meinander, P. O., Nykanen, R. J., Molander, K. S., and Paulapuro, H. V., “Air Removal Mill Trials Using Pomp Deaerator,” TAPPI J. 82 (6): 146 (1999).

Lorz, R. H., “Air Content, Retention, and Drainage: Important Parameters in Paper/Board Production,” Pulp Paper Can. 88 (10): T361 (1987).

Matula, J., and Kukkamaki, E., “How to Deal with Difficult Passengers,” Pulp Paper Europe 1 (10): 121 (1997).

Matula, J. P., and Kukkamaki, E., “New Findings of Entrained Air and Dissolved Gases in PM Wet End: Mill Case Study,” TAPPI J 83 (4) no page (2000).

May, O. W., and Buckman, S. J., “Practical Effects of Air in Papermaking,” Tappi 58 (2): 90 (1975).

Rauch, R., and Sangl, R., “Latest Findings on Entrained Air and Dissolved Gases in Pulp Suspensions,” Proc. TAPPI 2000 Papermakers Conf., 159 (2000).

Wortley, B., “Choosing the Right Weapon in the War on Foam,” PIMA Mag. 71 (3): 36 (1989).

Low , Variable)

HIGH apparent density of paper (basis weight divided by caliper) is a common problem, especially in cases where paper is heavily calendered. Another way to describe this kind of problem is “low caliper at a given basis weight and smoothness.” In a typical paper machine operation there is likely to be a close relationship between apparent density and smoothness. Some common causes of high apparent density (at a given smoothness) include (a) over-REFINING of the fibers, (b) fibers that are naturally flexible and conformable, and (c) high filler levels, especially in the case of clay filler. Some strategies for dealing with high apparent density have little to do with wet-end chemistry. For instance, installation of soft calendering equipment [see references] may help to preserve caliper while meeting a certain smoothness target. Another strategy is to add a percentage of fiber having a bulky nature such as chemithermomechanical pulp (CTMP) [see Moberg 1986]. The scalenohedral or “rosette” form of precipitated calcium carbonate is inherently bulky, so one can expect a lower apparent density when rosette PCC is used in place of either clay or ground calcium carbonate filler [Bown 1996]. However, even in the case or rosette PCC, increasing filler levels above about 10% are likely to increase the apparent density at a given smoothness level.

In cases where papermakers choose to back off on refining or wet-press nip loading to avoid densifying the paper, it is very likely that strength properties such as tensile strength and internal bond strength will suffer. Part of the solution, then, may be to use a more effective program of dry-strength agents [Howard, Jowsay, 1987; Linke, 1968; Robinson 1980].

Some practical things to look for if the apparent density of paper is unexpectedly high include (a) basis weight and moisture of the paper, (b) whether the smoothness is correct, and (c) whether it is feasible to decrease the wet-press loading or calendering nip pressure.

LOW apparent density is less often a problem for papermakers. Low apparent density may be caused by stiff fibers, insufficient refining, or insufficient calendering. Paper can be made denser by reversing many of the suggestions just listed. For instance, one might increase the degree of refining, use kraft fibers in place of mechanical fibers, or use clay filler in place of other fillers. One also can increase the wet-press load, increase the calendering load, or increase the moisture going into the calender stack. Refining will tend to increase the bond strength within the paper, and a high level of clay will tend to weaken the paper, so the papermaker has some flexibility in achieving the desired paper property targets.

VARIABLE apparent density or caliper of paper can have various causes, often associated with machine-directional streaks. Possible root causes can include a non-uniform jet from the slice adjustments or headbox flow problems, wake effects on a Fourdrinier table, partial filling of press felts or forming fabrics with pitch-like materials, uneven loading of wet-press nips, uneven drying profiles, and crown problems or localized heating of calender rolls. Some wet-end chemical factors to watch out for include variations in filler content, freeness variations, and drainage rate variations, possibly caused by changes in cationic demand of the system.

References:

Bown, R., “Physical and Chemical Aspects of the Use of Fillers in Paper,” in Roberts, J. C., Ed., Paper Chemistry, 2nd Ed., Blackie Academic and Professional, London, 1996, Ch. 11, p. 194. [Fillers versus apparent density]

Howard, R. C., and Jowsey, C. J., “The Effect of Cationic Starch on the Tensile Strength of Paper,” Proc. 1987 Paper Physics Conf., 217 (1987).

Linke, W. F., “Retention and Bonding of Synthetic Dry Strength Resins,” Tappi 51 (11): 59A (1968).

Moberg, K., “Wet End Chemicals for Reducing Board Density,” Southern Pulp Paper 49 (4): 9 (1986). [CTMP fiber for increased bulk]

Robinson, J. V., “Fiber Bonding,” in J. P. Casey, Ed., Pulp and Paper Chemistry and Chemical Technology, 3rd Ed., Vol. II, Wiley-Interscience, New York, 1980, Ch. 7, p. 915.

Smook, G. A., Handbook for Pulp and Paper Technologists, Angus Wilde Pub., Vancouver, 1992, ISBN 0-9694628-1-6. [Calendering practices]

Vreeland, J. H., Ellis, E. R., and Jewett, K. B., “Substrata Thermal Molding. Part 1. A Breakthrough in the Understanding and Practice of the Hot Calendering of Paper,” Tappi J. 72 (11): 139 (1989); and “Part 2. Putting Theory into Practice,” Tappi J. 72 (12): 201 (1989)

Changes in the basis weight of paper over time can be due to problems with the process control system, with consistency control, with the stock valve, or changes related to wet-end chemicals. Among the mechanical factors to consider are (a) a variable level of stock in the machine chest, especially if there is a run-out at the end of the production of a particular grade that requires a certain furnish or dye addition to the thick stock, (b) a malfunction of a dilution valve in the consistency control area, and (c) variations in the vacuum applied at the flat boxes or couch roll. Many more possibility are listed in the CPPA manual titled “Operating Difficulties on Fine, Kraft, and Specialty Paper Machines.” Since many of the possible causes of basis weight variations lie in the thick-stock area of the machine, and since most modern paper machines rely on basis weight measurements at the reel, there is a process control delay, and there is a danger of overshooting if the gain constants are set too high or if the stock valve adjustments are too coarse.

A variable efficiency of the retention aid program may cause changes in basis weight, though these will tend to be short-term if the control system is able to correct for them. Things to check include (a) the concentration, viscosity, and flow rate of retention aids, (b) an variations in pressure of dilution water that carries retention aid to the paper machine, and (c) the possibility that variations in cationic demand of the system are sufficient to affect the efficiency of retention aids. Variations due to retention efficiency can be minimized by such practices as aiming for a higher level of first-pass retention (reducing the fines content of the white water), online control of white-water solids, and online control of cationic demand.

References

Beck, M. W., “The Importance of Paper Machine Process Control and Wet End Stability,” Proc. TAPPI 1997 Engineering Papermakers Conf., 593 (1997).

Gess, J. M., and Wilson, P. H., Troubleshooting the Papermaking Process, TAPPI Press, Atlanta, 2001, ISBN 1-930657-58-7, TP R298, www.tappi.org.

Rantala, T., Nokelainen, J., and Artama, M., “Wet End Management by Controlling Consistencies and Charge,” TAPPI 99 Proc., 1189 (1999).

Size press, Wet-end)

BREAKS of the paper web can have various causes, many of which have little to do with wet-end additives. For instance, the drives of the paper machine may be unstable or poorly adjusted. Some detective work may be needed to determine why the paper web is breaking. The location at which the web is breaking may be your first clue:

DRY-END BREAKS can result from (a) weak points or holes in the paper, (b) insufficient ability to stretch, relative to the draw applied to the paper, (c) air-handling and fluttering issues, or (d) adhesion of the paper web to tacky surfaces.

Weak points may result from variations in retention or drainage. The ability of the paper web to stretch to some degree without breaking is expected to be a function of the paper’s dryness [Seth et al. 1982], so local over-drying may produce a less stretchable (“brittle”) area of the paper web; this may happen, for instance, if there is a momentarily low basis weight. Alternatively, a sudden increase in the amount of fines retained in paper is likely to weaken the paper and slow the rate of dewatering. A wetter web may have insufficient tensile strength to make it through parts of the paper machine system.

Holes may be the result of biological slime becoming incorporated into the paper. Slime can be controlled by a biocide program. The paper machine system is especially vulnerable to slime in the headbox area. Since the headbox comes after the pressure screens, any slime that gets entrained into the flow is likely to end up in the paper. Biocide treatments often involve a combination of an oxidizing agent such as chlorine dioxide and one or more antibacterial agent [Edwards, 1996; Hoekstra, 1991].

Excessive adhesion of the web to dryer can surfaces sometimes results from deposition of tacky substances [Douek et al. 1997]. Tacky substances may become transferred from the paper surface and build up on dryer cans. Subsequently, the paper may adhere excessively to the dryer can surface and become torn. Papermakers often address this type of problem with the installation of doctor blades to minimize build-up of anything onto the can surfaces. Wet-end chemical approaches include the use of talc [Allen et al. 1993] and other detackifying agents. A more effective use of retention aids also is likely to keep tacky materials better incorporated into the paper so that it doesn’t deposit as much onto dryer cans.

SIZE-PRESS BREAKS can result from holes or weak areas in the sheet, but they also are often related to internal sizing issues. The problem can be especially vexing on paper machines that have traditional “pond”-type size presses (not blade-metered, rod-metered, or gate-roll film-presses). Application of starch to the surface of paper has the potential to temporarily weaken the paper, especially if there is insufficient hydrophobic nature imparted by internal sizing agents. Click on the appropriate links to get information about optimization of internal sizing with rosin, AKD, or ASA wet-end sizes. Rosin sizing problems may be related to dosage of either the rosin or an aluminum compound, pH, or addition points. AKD sizing problems can be due to insufficient dosage, poor retention, or inadequate drying. Since AKD is relatively slow-curing, any wet spots (perhaps due to drops of condensate landing on the paper web) are likely to result in unsized areas. Likewise, streaks of higher moisture may fail to become well sized. Sometimes AKD sizing issues can be minimized by over-drying the paper before the size press, though such practices tend to embrittled the resulting paper. ASA sizing is less susceptible to cure problems because of higher reactivity. However, poor sizing efficiency can result if there is significant decomposition of the size before the paper is dried. Premature decomposition of ASA can be minimized by using the emulsion immediately after its preparation, acidifying the emulsion by adding alum or adipic acid to the starch solution to lower the pH, adding the ASA after the hydrocyclone cleaners, and maintaining high first-pass retention.

WET-END BREAKS

Breaks of the wet web of paper after the couch roll or in the wet-press section can have a variety of causes. Many causes are likely to be related to wet-web mechanical properties such as wet-web tensile strength and stretch. Excellent analyses of wet-web strength issues have been published [see references that follow]. In brief, it has been shown that the ability of a wet web to resist breakage is a function of both tensile strength and stretch, and that both of these variables are affected by moisture content. That means that any variations in moisture content after the forming section are likely to cause large variations in wet-web strength properties. Since it is impractical to adjust draws to compensate for very rapid changes in stretch of the wet-web, large variations easily can result in a web break.

A common way to increase wet-web tensile strength is to increase the softwood content of the furnish. For example, some papermakers adopt a practice of increasing softwood and/or reducing filler content when they thread up a fussy paper machine after a break. For sake of completeness, it might also be mentioned that wet-web tensile strength and toughness are favored by high surface tension of the white water. Surfactants and other materials that tend to lubricate the contacts between fibers tend to weaken the wet web.

Other factors that may cause wet-end breaks are closely related to those mentioned in the case of dry-end breaks. Deposition of tacky materials onto press felts and transfer rolls in the wet-press section can result in excessive adhesion of the paper in these areas.

References:

Allen, L. H., Cavanagh, W. A., Holton, J. E., and Williams, G. R., “New Understanding of Talc Addition May Help Improve Control of Pitch,” Pulp Paper 67 (13): 89 (1993).

Braitberg, L. D., “Controlling Pitch Accumulations in Paper Mill Systems,” Tappi 49 (11): 18A (1966).

Douek, M., Guo, X-Y., and Ing, J., “An Overview of the Chemical Nature of Deposits/Stickies in Mills Using Recycled Fiber,” Proc. TAPPI 1997 Recycling Symp., 313 (1997).

Edwards, J. C., “Biocides – Bug Killers that Enhance Pulpmaking and Papermaking Processes,” TAPPI J. 79 (7): 71 (1996).

Hoekstra, P. M., “Fundamentals of Slime Control,” TAPPI 1991 Chemical Processing Aids Short Course Notes, 55 (1991).

Pikulik, I. I., “Wet-Web Properties and their Effect on Picking and Machine Runnability,” Pulp Paper Canada 98 (1): 161 (1997).

Seth, R. S., “The Effect of Fiber Length and Coarseness on the Tensile Strength of Wet Webs: A Statistical Geometry Explanation,” Tappi J. 78 (3): 99 (1995).

Seth, R. S., Barbe, M. C., Willimans, J. C. R., and Page, D. H., “The Strength of Wet Webs: a New Approach,” Tappi 65 (3): 135 (1982).

LOW BRIGHTNESS may be due to inadequate bleaching, the presence of certain metal ions such as iron or manganese, problems with the size-press application, and various other factors. The recommended strategies for increasing brightness depend on the paper grade, type of furnish, and circumstances under which the condition was discovered. If the low brightness represents a change, then it makes sense to fix whatever went wrong to cause the lower brightness.

One of the first things to check is the brightness of the main fiber constituent in the furnish. There may be deficiencies in bleaching. Also, test the brightness of the broke; it is possible that the level of broke in the paper happens to be high and that the broke has a lower brightness than the supplied pulp. Though it is possible to use chelating agents or polyphosphates to counteract the effects of transition metal ions such as iron and manganese, a better approach usually is to try to remove such ions by treating the water before it is brought into the paper mill. Transition metals also can interfere with peroxide bleaching; in that case it is usual to treat the furnish with silicate to tie up the metal ions. In the case of recycled office waste paper, low brightness sometimes can be associated with inadequate removal of inks. In the short term such problems may be attacked with higher levels of deinking chemicals – though such chemicals are then likely to be transferred to a greater extent to the paper machine, where they may interfere with sizing. In principle it is possible to increase brightness by using bright filler that scatters light effectively. Precipitated calcium carbonate is often a good choice. For papers that must to manufactured under acidic conditions, one can use calcined clay, other high-brightness clay products, or even aluminum trihydrate (ATH). Titanium dioxide is very effective, but usually it is not cost-justified if the only objective is to increase brightness. Some other possible sources of low brightness include (a) humic acids or transition metal compounds in the incoming water, (b) a failure of the filler addition system, (c) excessive addition of dyes, and (d) biological decay. In the case of high-yield and unbleached kraft pulps the brightness can be expected to decrease significantly with increasing pH, especially above the neutral point. The effect of pH has been attributed to changes in the light-absorbing characteristics of lignin and its byproducts in the furnish. This effect may be compensated by bleaching with peroxide or hydrosulfite (dithionite) where this makes sense.

VARIABLE BRIGHTNESS is likely to be a much more serious problem than a persistent condition of either high or low brightness. Some likely causes of variability in brightness include variations in first-pass retention, variations in broke content, variation in contaminate levels, variations in pulp yield, or variations in bleaching. It is recommended to look for any periodicity in the brightness variations. Sometimes brightness variations can follow the batch-wise preparation cycles of a starch (possibly subject to biological decay), retention aid (possibly related to swings in first-pass retention), or biocide (often added intermittently and also affecting retention efficiency in certain cases). If the problem is new, then one needs to ask about recent changes in the process or the types and qualities of the materials or fresh water. Efforts to control retention to a steady value, adjustment in biocide type or addition cycles, and attention to dye additives often will resolve problems with brightness variations.

BRIGHTNESS TOO HIGH is seldom considered a serious problem by papermakers, especially if the condition is steady. High brightness easily can be “solved” by addition of a small amount of inexpensive black dye. Alternatively, papermakers can reduce bleaching chemical concentrations or select less expensive fiber or filler types. Lower-brightness clays are typically less expensive that high-brightness clays.

References:

Bristow, J. A., “ISO Brightness – A More Complete Definition,” TAPPI J. 82 (10): 54 (1999).

Scott, W. E., Abbott, J. C., and Trosset, S., Properties of Paper. Introduction, TAPPI Press, Atlanta, 1995.

Metamerism, Variable)

OFF-SHADE PAPER

Color may be the first thing that a buyer or user of paper products notices when looking at a sample of your product. The human eye is very sensitive to small differences in color, especially when comparing two pieces of paper placed side by side. As a consequence, complaints often result when printers attempt to compile books or magazines from paper that comes from different batches if the color is not precisely controlled.

In modern papermaking operations it is most common to continuously add three dyes and to control the product color by adjusting the flows. The amounts of blue, yellow, and red dyes are adjusted periodically to keep the paper within specified ranges for color. Though color control can be greatly enhanced by online monitoring, it is always important to calibrate the online equipment with offline tests. Online color test results can be affected by changes in opacity and by the fact that the hues of certain dyes are changed by the hot temperatures of the paper at the dry end where such measurements are made.

Though many color problems require little more than an adjustment in the dosages of the dyes, often it is better to address the root causes of color variation. For example, certain biocide treatments can gradually destroy dye molecules; this can be minimized by making sure that the residual chlorine dioxide or hypochlorite is below about 1 ppm at the point where dye is added. Color tends to be more stable in systems where first-pass retention also has a stable value. Variations in the BRIGHTNESS or color of the incoming furnish are likely causes of color variations in the product.

METAMERISM is a word describing the situation in which a sample of paper may exactly match a standard sample under one condition of illumination, but it fails to match the standard under a different type of illumination. In the case of white paper, the most common cause of such a problem is a difference in fluorescent whitening effects of the two paper samples being compared. A simple way to judge the fluorescent whitening effects of paper is to observe them under ultraviolet light. The comparison can be made quantitative by using a brightness meter that is equipped with a filter to either block or permit passage of ultraviolet light in the incident beam. The difference of the “unfiltered” minus the “filtered” brightness gives a rough measure that can be used to control this parameter. If the fluorescent effect in the current product is lower than the standard, then the recommended solution is to add fluorescent whitening agents (FWA) or increase its dosage. If the fluorescent effect is too high, then the problem is likely to be more difficult or costly to resolve. Highly charged cationic polymers such as poly-diallyldimethylammonium chloride (poly-DADMAC) tend to “quench” the FWA. However, such an approach is likely to affect retention, sizing, and the hues of other dyes, etc. About the only other way to get rid of unwanted fluorescent whitening (especially in waste paper) is to bleach the pulp.

In the case of colored papers, metamerism often results when the hues of the dyes used in manufacture are different from those that were used when making the standard for that paper grade. A plot of diffuse reflectance versus wavelength ought to agree with that of the standard paper over the visible range of the light spectrum. Fortunately it is not necessary to use the exact same dye products. Dye suppliers usually have software that allows a quick selection of suitable dyes to match a given standard.

VARIABLE COLOR is likely to be a much more serious issue than a steady error in color relative to a standard. Some likely causes of variability in color include variations in first-pass retention, variations in broke content, or variations in pulp quality or bleaching. It is recommended to look for any periodicity in the color variations. Sometimes color variations can follow the batch-wise preparation cycles of a starch (possibly subject to biological decay), retention aid (possibly related to swings in first-pass retention), or biocide (also affecting retention efficiency in certain cases). Also, if the problem is new, one needs to ask about recent changes in the process or the types and qualities of the materials. Efforts to control retention to a steady value, appropriate biocide use, and attention to dye additives often will resolve problems with color variations.

References:

Jay, S. L., “Color Control for the Paper Producer in the 90’s,” Proc. 1991 Papermakers Conf., 93.

Lips, H. A., “Dyeing,” in Casey, J. P., Ed., Pulp and Paper Chemistry and Chemical Technology, 3rd Ed., Vol. 3, Ch. 19, 1627 (1981).

Newton, R. J., “Continuous Dyeing: Theory and Practice,” Paper Technol. Ind. 24 (4): 140 (1983).

Curl can be defined as either a curled condition of paper or a tendency of paper to adopt a non-flat shape when exposed to changes in humidity or temperature during normal use. Curl problems can cause jamming in various kinds of converting and printing equipment, interfere with the stacking of paper and board products, and make the appearance of the product unacceptable.

There are many factors that affect the curl properties of paper. Many such problems can be traced back to non-uniformities in either the structure of processing of the paper. Structural differences may be inherent in the way the paper was produced, as in the case of Fourdrinier sheets that tend to have fine material washed out of the wire side of the sheet.

Some practical measures to correct curl problems include (a) adjusting the relative temperatures of top and bottom dryer cans (see later), (b) reducing the refining level, (c) increasing the short-fiber content of the sheet to reduce the degree of fiber alignment, and (d) taking a variety of steps to minimize the structural or chemical nature of the two sides of the paper.

Diagonal curl, a problem that often has the most serious consequences, it often due to a tendency of fibers to be aligned at a skewed angle relative to the machine direction. Such problems can arise due to excessive flow through a headbox or a poorly adjusted headbox and jet impingement. A related approach is to minimize jet-to-wire speed difference and produce a relatively “square” sheet having a minimum alignment of fibers in general. The down-side is that such a sheet may be more streaky or mottled, compared to a sheet formed with a moderate level of rush or drag.

Curl problems tend to be amplified as the inter-fiber bonding is increased. By contrast, a weakly bonded sheet, composed of relatively straight fibers with small bonded areas between them, is expected to show much reduced curl tendencies. Based on these principles there may be a slight advantage to decreasing the level of refining and compensating for strength effects by increasing the dosage or effectiveness of dry-strength additives such as cationic starch.

Adjustments of the temperatures of top and bottom dryer cans can be used to control the final curl condition of paper in the machine direction. Paper tends to curl most in the direction of the side or surface from which moisture migrates last.

Curl problems during use can be expected if the moisture content of the paper does not correspond to the equilibrium humidity condition that will be present when the paper is converted or printed. Since many of these operations have poor or non-existent air conditioning, and since paper is shipped to different locations, there is no way to completely prevent such issues from occurring. On the other hand, the moisture content of paper used in copy machines and laser printers should be about 4.2 to 4.8 (if basis weight is 75 gsm or less). Higher moisture contents can result in curl away from the printed side. In offset printing, excessive one side wetting can produce curl away from the printed side initially and toward the print after drying.

References

Green, C., “Solving Curl Problems: The Basics,” Solutions! 2001 (11): 40 (2001).

Organic, Pitch, Stickies)

DEPOSITS first need to be analyzed to determine their composition. The composition often holds the key to solving deposit problems.

INORGANIC DEPOSITS are those that are composed mainly of material that becomes converted to ash when the deposit is incinerated at high temperature. In a typical procedure a sample of the deposit is placed on a tared “ash-free” filter paper, weighed, and then incinerated under standardized conditions, i.e. 900 oC and 30 minutes. X-ray fluorescence analysis can be used to determine the elemental composition of the metals in the ash.

Most inorganic deposits result from the combination of a divalent or multivalent cation with a divalent or multivalent anion, forming an insoluble precipitate. That means that once the main identity of the inorganic deposit is known, it can be attacked from either side; in principle, one can take measures to reduce the concentration of either the cation or the anion. Alternatively, scale control additives are available from chemical suppliers to control various forms of inorganic deposit.

Calcium carbonate deposits fizz when exposed to concentrated hydrochloric acid. Since the solubility of calcium carbonate decreases with increasing temperature, deposits may form on heat-exchanging equipment. Surprisingly, there seldom are calcium carbonate deposits in paper machine systems that use calcium carbonate filler; it appears likely that any excess calcium or carbonate ions, above the solubility product, simply adsorb onto the surfaces of the calcium carbonate particles already present.

Calcium oxalate deposits can be a serious problem in systems where the oxalate ion is formed during oxidative bleaching of kraft pulp. Should these deposits occur on the paper machine, it is likely that better pulp washing could solve the problem, or at least prevent the problem from reaching the paper machine. Though the problem might be attacked by changing either the bleaching chemistry or water hardness, it is more common for papermakers to use a scale-control additive [Richardson, Hipolit, 1990; May, 1991]. Another approach is to add an optimum amount of magnesium ion to change the deposition characteristics of the precipitate [LeFevre, Moran, 1996; Froass et al. 1997].

Barium sulfate deposits occur when the barium divalent cation is released from wood, especially in the case of unbleached kraft. The release occurs especially when the pulp first encounters acidic papermaking conditions, converting the insoluble barium hydroxide in the wood to soluble barium ions. Most paper machine systems have a relatively high content of sulfate ions due to the use of such additives as sulfuric acid and aluminum sulfate. The solubility product of barium sulfate is low, so it is common that the formation of barium sulfate is thermodynamically favored in paper mill systems. However, the ions tend to remain in supersaturated condition until they encounter intense hydrodynamic shear, which nucleates precipitation. Barium sulfate problem sometimes occur downstream of alum addition, since alum lowers the pH and also supplies additional sulfate ions. One way to minimize barium sulfate scale is to use polyaluminum chloride (PAC) in place of the alum. Another way is to acidify the pulp at an earlier, less vulnerable point in the process, perhaps in the first chest after the main refiners. Yet another way is to add scale-control chemicals.

Aluminum hydroxide deposits sometimes occur immediately downstream of the point of addition for aluminum sulfate (papermaker’s alum). Factors that make such deposits more likely include (a) pH values above about 6, (b) inadequate hydrodynamic shear at the point of addition of the alum, and (c) excessive concentration of the alum at the point of addition. Though pre-dilution of alum usually is a good idea, it is not a good idea to dilute alum with alkaline water or to store diluted alum before its use. Some paper machine systems and furnishes may be susceptible to aluminum hydroxide deposits, and in such cases it may be possible to replace the alum with either poly-aluminum chloride (PAC) or highly charged cationic polymers such as polyamines.

ORGANIC DEPOSITS

The main components of organic deposits often can be judged from infra-red light absorption spectra. The best approach to overcoming an organic deposit problem is likely to be different, depending on whether the main binding agent in the deposit can be classed as pitch, stickies, slime bacteria or fungi, or a papermaking additive such as a defoamer, retention polymer, or sizing agent, etc. Keep in mind that the most problematic substance(s) in a deposit may not be those that are present in the highest concentrations. For instance, many deposits on paper machine equipment may be composed mainly of cellulose fibers.

Though direct analysis of deposited material with infrared (IR) spectrophotometry can go a long way to identifying key components of an organic deposit, usually it is worth considering other procedures. Let’s start with some procedures that can make IR analysis itself more effective. The first of these is to combine IR analysis with microscopy. Ordinary light microscopy often can reveal obvious components such as fibers. But what about other “grains” or “flakes” in a deposit? Many IR spectrophotometers now include the option of microscopic analysis. As in any IR work, the strategy is to find a spectrum of pure, known material that can account for the light absorption maxima in the spectrum. You can start by obtaining spectra of various known materials that are in the input streams to the papermaking operation. In addition, absorption peaks can be compared to the wavelength maxima recorded in tables or “libraries” of IR data.

We’ll come back to the subject of microscopy, but let’s assume that we’ve already done what we can with observations of the as-received sample. One of the next important steps can be to perform an extraction. Depending on the choice of solvent, the extraction procedure can divide the sample into two or more components that differ according to their water-loving or hating nature. Relative to the initial sample, each fraction is likely to be either purified or concentrated, making subsequent analysis less difficult. To take one example, 20g of the sample may be placed in 50ml of methylethylketone (MEK) and some water in a separatory flask. After shaking the flask for several minutes, the organic phase is allowed to rise. The water-soluble portion and any fine solids can be withdrawn from the lower portion. The organic-soluble portion can be concentrated by evaporation of the MEK. The most common IR methods applied to organic-soluble, concentrated samples obtained in this way involve incorporation of the material into a pellet composed mainly of potassium bromide (KBr).

Much more detailed information about the molecular nature of an organic-soluble extract usually can be obtained by injecting some of it, in solution form, into a chromatography column. In particular it is worth considering the gas-liquid chromatography (GC) method. The method works because different molecular substances have differing affinities (partition coefficients) for the packing materials used in GC columns. The sample is injected into a carrier stream of solvent. The elution time can be compared relative to the elution times for various substances that might be suspected to be in the deposit. As an add-on, many leading laboratories that service the paper industry combine GC analysis with mass spectroscopy (MS). The MS procedure usually starts by ionizing the material with a flame or plasma. The combined GC-MS analysis can reveal the exact molecular structure of ionic breakdown products associated with each of the elution peaks obtained from the GC procedure. With modern computer analysis it is possible, in most cases, to make exact identifications of the components based on the molecular masses of the observed ionic byproducts.

Other methods to consider once you have concentrated the organic-soluble fraction of a deposit include nuclear magnetic resonance (NMR, to confirm the chemical structure), high performance liquid chromatography (HPLC, another method based on elution times), and thermogravimetric analysis (TGA, to determine melting points and glass-transition temperatures). All of these are well described in standard analytical chemistry textbooks.

It’s unlikely that you have GC-MS capability in a particular paper plant (though your chemical supplier certainly has access to one), so lets get back to some methods that can be applied “right on the spot.” Many of these fall within the category of “wet chemistry,” i.e. tests that can be done with little more than a test tube and a few reagents. Some of the most widely used spot methods involve (a) color-forming reactions, (b) stains that have affinity for various substances, such as oily materials, (c) acid to reveal the likely presence of calcium carbonate by generation of CO2 bubbles, (d) iodine solution to reveal the likely presence of starch due to a black complex with the helical amylose chains, and (e) tests for slime bacteria such as the adenozenetriphosphate (ATP) test.

Every paper mill ought to have several microscopes and people should be encouraged to use them. One of them should be a low-power stereo microscope. Another of them ought to be equipped with options such as polarized light and phase-contrast illumination. Polarized light has the unique ability to reveal crystalline material that has different refractive indices according to the orientation. One such material consists of uncooked starch granules. Such particles will show up with a characteristic “maltese cross” pattern when viewed with polarized, transmitted light. It is also a good idea to have a calibrated scale on the eyepiece of one of the scopes so the user can estimate sizes. Especially if you are on the chemical sales end of things, then you also ought to consider having a camera attachment in order to make your points more persuasively to others in the plant.

PITCH

Pitch is such an important category of organic deposits that it rates its own page of information. But first, let’s be clear on what we mean by the word. A deposit will be considered to be pitch-related if the key binding agent is derived from wood. The most common ingredients of wood pitch are resin acids (from softwood), fatty acids (from all kinds of wood), triglyceride fats, and various unsaponifiable materials such as beta-sitosterol. The tacky properties of pitch can change greatly, depending on whether it has become air-oxidized, polymerized, when the temperature changes, or when it is mixed with other materials. More details about pitch are given elsewhere in this guide.

STICKIES

Though the word is used to cover a variety of problems, most usually stickies are understood to involve adhesive materials coming from the reuse of waste paper pulp. Go to the page labeled “stickies” if it seems that this is what you are dealing with.

The main culprit in many problems with stickies is the polyvinylacetate (PVA) and other binders in the “pressure-sensitive” labels that have become so common in mail and throughout our society over the past couple of decades. The problem with stickies is that they cling together and tend to build up into globs or strings. They can adhere to papermaking equipment, they can fill felts, and they can make spots in the product. The best ways to deal with stickies include avoiding them (by selecting the kind of pulp source), removing them during deinking of the wastepaper (easier said than done), or adding enough talc to the system to overcome their tackiness. For more information about stickies, please click on this link to information about stickies.

References

Allen, L. H., Cavanagh, W. A., Holton, J. E., and Williams, G. R., “New Understanding of Talc Addition May Help Improve Control of Pitch,” Pulp Paper 67 (13): 89 (1993).

Anon., “A Primer on Pitch Problems,” Tappi 62 (4): 20 (1979).

Colman, I., Duckworth, S., and Stork, G., “Selection of Products for Deposit Prevention,” Proc. 1996 Intl. Paper Coating and Chem. Symp., 221 (1996).

Conners, T. E., and Banerjee, S., Surface Analysis of Paper, CRC Press, Boca Raton, 1995.

Doshi, M. R., “Properties and Control of Stickies,” Prog. Paper Recycling 1 (1): 54 (1991).

Douek, M., Guo, X.-Y., and Ing, J., “An Overview of the Chemical Nature of Deposits/Stickies in Mills Using Recycled Fiber,” Proc. TAPPI 1997 Recycling Symp., 313 (1997).

Dreisbach, D. D., and Michalopoulos, D. L., “Understanding the Behavior of Pitch in Pulp and Paper Mills,” Tappi J. 7 (9): 19 (1989).

Dunlop-Jones, N., and Allen, L. H., “The Influences of Washing, Defoamers, and Dispersants on Pitch Deposition from Unbleached Kraft Pulps,” J. Pulp Paper Sci. 15 (6): J235 (1989).

Fogarty, T. J., “Cost-Effective, Common Sense Approach to Stickies Control,” Tappi J. 76 (3): 161 (1993).

Froass, W. C., Francis, R. C., Dence, C. W., and LeFevre, G., “The Interactions of Calcium, Magnesium and Silicate Ions under Alkaline Conditions,” J. Pulp Paper Sci. 3 (7): J318 (1997).

Gill, R. I. S., “Chemical Control of Deposits – Scopes and Limitations,” Paper Technol. 37 (6): 23 (1996).

Hubbe, M. A., Rojas, O. J., and Venditti, R. A. (2006). “Control of tacky deposits on paper machines – A review,” Nordic Pulp Paper Res. J. 21(2), 154-171. DOI: 10.3183/npprj-2006-21-02-p154-171

Kowalski, A., Bouchard, D., Allen, L., Larin, Y., and Vadas, O., “Pitch Expert. A Problem-Solving System for Kraft Mills,” AI Mag. Fall 1993, 81.

Le Fevre, G., and Moran, J. R., “Silicate Chemistry Key to Solving Mill Scale Problems,” TAPPI J. 79 (11): 77 (1996).

Petander, L., Ahlskog, T., and Juppo, A. J., “Strategies to Reduce AKD Deposits on Paper Machines,” Paperi Puu 80 (2): 100 (1998).

Rende, D. S., “Wire Deposit Control and Barrier Chemistry,” PIMA 76 (2): 32 (1994).

Richardson, P. F., and Hipolit, K. J., “Inorganics and their Impact on Deposit Formation in Neutral and Alkaline Papermaking Systems,” TAPPI 1990 Neutral/Alkaline Papermaking Short Course Notes, 05 (1990).

Rudie, A., “Barium Sulfate Scale in the Fiberline,” TAPPI J. 83 (10): 50 (2000).

Venditti, R. A., Chang, H. M., and Jameel, H., “Overview of Stickies Research at North Carolina State University,” PaperAge 1999 (11): 18 (1999).

Wilhelm, D., K., Makis, S. P., and Banerjee, S., “Signature of Recalcitrant Stickies in Recycled Newsprint Mills,” TAPPI J. 8 (12): 63 (1999).

Too Fast)

The most common problems related to dewatering involve slow or variable drainage and response to vacuum. Slow dewatering may involve “slow initial drainage” on the forming table, low solids after vacuum application, low solids after wet-pressing, or just a consequent lower operating speed of the paper machine. If you have that kind of problem, then you should consider yourself fortunate; there are ways to accelerate dewatering, as will be described. Variable dewatering can be much more of a headache. Until the root causes of variability are identified and overcome, the results can include web breaks, roll-winding difficulties, and nonuniform product performance. And if you are really lucky, your problem is that dewatering is too fast. If that’s your problem, then you probably can select among various options such as increased refining (for more strength), increased levels of hardwood or mechanical pulps (which often can improve formation uniformity), lower hydrofoil angles or fewer hydrofoils, lower vacuum levels (to reduce pumping energy and drive energy), or reduced wet-press nip pressure (which also is expected to increase the life expectancy of the felts). Choose carefully, since it’s likely that some of these options will be contrary to what you need for your product goals.

SLOW INITIAL DRAINAGE

Drainage rates are highly dependent on the design and set-up of forming equipment, but here let’s concentrate on issues related to the furnish and chemical additives. Some of the most likely causes of slow or decreased initial dewatering rates include high or increased fiber fines levels (often due to refining), fibrillation of the fibers, high basis weight, entrained air, and (less commonly) very high levels of water-soluble polymers. This page, below, will address all of these possibilities. Please go to the following link if you want to learn about applications of drainage chemical programs.

A fiber length analysis or “classification” of fiber length fractions can help settle the question of whether the fines content has changed. Another clue (but not proof) can consist of a higher than usual solids content in the white water. High white water solids, though, can have two basic causes. Sometimes it does mean that the furnish is over-refined or more precisely that the fibers were not strong enough to “take” the amount or intensity of energy applied during refining. Variations in pulp quality, yield, or bleaching can make the fibers more or less susceptible to cutting, even if the refining energy per ton of fiber is kept constant. Alternatively, increased fines might be due to an unexpectedly high content of mechanical fiber, hardwood, or certain kinds of recycled fibers. But be careful; a high fines content may just mean that your retention aid system is not working well (see more, a little later).

So let’s start by assuming that your main problem is due to “high fines content.” Before you attempt to solve your problem by dumping all of the fines to wastewater treatment, consider the following points: First, it’s often found that some moderate level of fines in the product, say 10 to 40%, depending on the furnish type, yields a maximum in paper tensile strength; this has been attributed to a better sheet structure. Second, due to their higher surface area per unit mass, fines are likely to be carrying a disproportionate amount of chemical additives such as sizing agents; dumping such fines will waste chemicals. Third, different kinds of fines can have very different affects. Refining tends to produce ribbon-like fragments that come from delamination of the fiber wall; these ribbons have a very high specific surface area. They are great for inter-fiber bonding, but they can be terrible for drainage. This kind of fines can be decreased by cutting back on the amount of refining or by using a finer plate to decrease the energy imparted per impact (i.e., intensity of refining). Most deinking processes tend to remove a lot of fines, along with the toner, other ink, and fillers. Recycled mixed office waste fibers need to be handled gently, using low intensity refining; they tend to be somewhat brittle due to the processes that occur during drying, and any new fines created during refining will add to the amount already present.

Let’s assume, for the moment, that the papermaking process can be modeled as “simple filtration.” This is never completely true, but it helps explain why fines are so harmful to drainage, especially at high basis weights. One can envision an initial layer of fibers forming adjacent to the forming screen and the rest of the dilute furnish being filtered by this initial layer, which then becomes thicker. Any fines in the furnish will tend to be trapped at “choke points” in the structure of the fiber mat. As a consequence, the resistance to drainage increases with increasing fines content, even beyond what would be expected due to the higher surface area per unit mass. One way to overcome this kind of effect is to change the conditions of the forming process so that the “filtration model” no longer applies. Instead, one aims to establish conditions that are more consistent with a “thickening” mechanism of dewatering. For example, a higher level of “action” from increased hydrofoil angles or optimized spacing can continually redisperse the fiber mat. Conditions consistent with thickening generally hurt the retention of fines.

A moderate treatment with an effective retention aid system can help to overcome some of the worst adverse effects of fines on drainage. This can be understood in terms of the filtration model described in the previous paragraph. One of the likely effects of retention aid treatment is attachment of fine materials onto fibers. That keeps the fines from being able to follow drainage channels to “choke points.” In general, retention aid treatments tend to make the solids adhere together in a more porous structure, a factor that can help drainage. But be careful; increased retention aid addition usually makes the paper less uniform, i.e. poor formation. The results can be deceiving in terms of dewatering. A floccy sheet usually drains quickly in the initial hydrofoil section of a Fourdrinier paper machine, but it is likely to respond poorly to vacuum in later parts of the forming section. Vacuum will tend to pull air through the thin parts of the web, leaving the fiber flocs wet. You might want to click over to the subject of formation problems if this is a major issue at the facility with which you are dealing.

If you think that maybe you are over-refining, it makes sense to consider backing off on the refining energy and instead relying more on the use of cationic starch or other chemical strategies to achieve dry strength. It is unlikely that dry strength additives ever can take the place of refining, but there often is room to achieve a better balance in terms of (a) less damage to the fibers, (b) better drainage, and (c) less reduction in caliper at a given basis weight.

Entrained air in stock can slow drainage considerably, though there is a lack of good published information obtained from commercial-scale paper machines. The definition of entrained air is that it consists of small bubbles that are carried along by fibers and other solids in the flowing furnish. Small air bubbles can have an effect similar to fiber fines, as mentioned above. That is, they can block drainage channels in the paper web. Entrained air consists partly of tiny bubbles formed by mechanical agitation in such unit operations as hydrocyclone cleaners, and pumps, especially if there are leaky seals. But another part consists of dissolved air that gets released as bubbles when the pressure is suddenly released at the headbox slice. Typical levels of entrained air in various papermaking furnishes are in the range from zero to about eight percent. That’s a huge amount, especially if you consider that fibers usually constitute less than 1% of the volume in headbox stock. Furthermore, a typical soda drink is likely to have only about 4% air content by volume after the pressure is released.

The short-term solution to entrained air may be to optimize the defoamer system. Higher dosages are sometimes undesirable due to potential deposit problems and difficulties with hydrophobic sizing agents. Defoamers generally should be added before the hydrocyclones, since that operation has the potential to entrain air. Defoamer in the system also will tend to make the bubbles coalesce so that they are too big to be drawn down with the current in the white water silo to be circulated back to the fan pump.

It has been shown that more stable drainage can be achieved if the entrained air content is automatically controlled. This is done by on-line monitoring of the air content and control of the defoamer flow. One of the attractions of this approach is that it is often possible to run with a rather high set-point of air content. The average dosage of the defoamer can be reduced, relative to manual operation, while still making a quality product at an acceptable speed.

For completeness it also should be noted that air can be reduced to low levels by means of a deaerating system, commonly known as a Deculator, after one of the early inventors. The traditional deaerating system consists of a vacuum chamber at the outlet of a set of primary hydrocyclone cleaners. Recently, a new device known as a “pomp” has been developed to remove air from white water that is being circulated back to a fan pump. The advantage of this approach is that it avoids the flow instabilities caused by variable air content in the fan pump system.

In principle, a very high level of high-mass, soluble polymers ought to increase the viscosity of water enough to impede dewatering. In practice this is seldom a big concern. But let’s consider, for a moment, the kind of polymer solution that is often used as a forming medium for wet-laid nonwoven fabrics. It is common in such applications to use a very high dosage of high-mass anionic acrylamide copolymer. A papermaker would call such a material a “retention aid.” But in the wet-lay application the dosage is so high, relative to the surface area of the synthetic fibers, that most of the polymer remains in solution. The adverse impact on drainage can be very obvious, depending on the dosages. There is some evidence that anionic retention aids can have a similar effect during certain papermaking operations, though it is difficult to isolate the effect from the impact of the same polymers on formation uniformity – something else that can affect dewatering both positively and negatively. Papermakers who use excessive levels of starch or wet-strength resins will often experience poor dewatering, but that is more likely due to increased stabilization of foam, rather than an increase in solution viscosity.

Drainage – Too Fast

Experienced papermakers usually count “too fast dewatering” as a blessing, since excess dewatering capacity often can be traded for something else that is desirable. For instance, in some cases it is practical to pump more white water to the headbox, lowering the forming consistency, and improving formation uniformity. In other cases excess drainage capacity makes it possible to refine more, achieving a higher tensile strength or internal bond strength of the paper. In other cases excess drainage capacity makes it possible to use a larger proportion of lower-grade fiber, which may have a lower freeness or higher fines content.

If the dewatering rate still is too high, some other strategies to consider include (a) speeding up the paper machine, if possible, (b) decreasing the intensity of dewatering elements such as hydrofoils and vacuum boxes, (c) or omit or reduce the amounts of drainage-promoting chemicals (see earlier discussion).

References

Allen, L. H., and Yaraskavitch, I. M., “Effects of Retention and Drainage Aids on Paper Machine Drainage: A Review,” Tappi J. 74 (7): 79 (1991).

Britt, K. W., and Unbehend, J. E., “Water Removal During Sheet Formation,” Tappi 63 (4): 67 (1980).

Farinato, R. S., Huang, S. Y., and Hawkins, P., “Polyelectrolyte-Assisted Dewatering,” in R. S. Farinato and P. L. Dubin, Eds., Colloid-Polymer Interactions, Wiley-Interscience, New York, 1999, Ch. 1, p. 3.

Raisanen, K. O., Paulapuro, N., and Karrila, S. J., “The Effects of Retention Aids, Drainage Conditions, and Pretreatment of Slurry on High-Vacuum Dewatering: A Laboratory Study,” Tappi J. 78 (4): 140 (1995).

Sampson, W. W., “The Interdependence of Sheet Structure and Drainage,” Paper Technol. Ind. 38 (8): 45 (1997).

Wegner, T. H., “Effect of Pulping Liquor on Drainage Aid Performance with Recycled Fiber,” Tappi J. 70 (1): 100 (1987).

Wildfong, V. J., Genco, J. M., Shands, J. A., and Bousfield, D. W., “Filtration Mechanics of Sheet Forming. Part 1. Apparatus for Determination of Constant-Pressure Filtration Resistance,” J. Pulp Paper Sci. 26 (7): 50 (2000).

Dirt in paper can be defined as visible specks of off-color material. Papermakers have various ways of quantifying dirt levels. These include TAPPI method T437 that is based on visual observation and various tests based on scanning devices (e.g. TAPPI Method T563). See the list of references at the end of this section.

Dirt can come from many different sources. The first step in solving a dirt problem is to try to identify the material. Light microscopy is a good place to begin. Often the chemical nature of a dirt speck can be narrowed down by finding out whether the specks are soluble in acid, base, or organic solvents. Melting point tests or scratch tests for hardness might be considered.

Many mill sites and most chemical vendors have access to analytical tools that are especially well suited to the identification of chemical components in dirt specks. In particular, some infra-red (IR) spectrometers are able to microscopically focus on a small spot of interest. IR spectra provide the user with information about the kinds of chemical groups that either (a) may be present or (b) are definitely absent from the discolored material in the paper. The reason for the word “may” is that many IR absorbance peaks overlap. An experienced spectroscopist may be needed to interpret a complicated spectra resulting from a mixture of various materials.

Some dirt problems can be traced back to their source, based on some preliminary knowledge of the composition of the material. For instance, bits of plastic, rust, or scale deposits may be becoming worn away from an exposed surface somewhere in the paper machine system. Alternatively, the dirt may consist of plastic, wood resin, bark, or even sand coming in with wood chips and passing through faulty screens in the pulping system. If a papermaker runs out of other folks to try to blame, also it is worth considering whether wet-end additives are involved.

Some practical steps to reduce dirt in a paper machine system include (a) inspecting screening equipment and possibly using a finer screen, (b) inspecting the hydrocylone cleaner system and possibly increasing the rejects flows, (c) inspecting and repairing any pump or agitator packings that may be coming apart, (d) shutting the system down for a clean-up (“boilout”), and (e) reducing the dirt content of incoming pulp, especially in the case of recycled pulp or pulp that contains bark. If the dirt is on the surface of the sheet it makes sense to inspect the surfaces of felts and rolls, cleaning them as necessary. Dirt also may fall from dryer hoods or dirty ventilation air.

Even though this website is mainly involved with chemical additives, additives seldom can solve dirt problems. Exceptions include (a) cases where the “dirt” consists of aggregates or scale formed from the additives themselves, (b) cases where additives tend to decompose after addition to the wet end, e.g. sizing agents, and (c) cases where bacterial slime problems can be managed by avoiding excess, unretained starch and treating with appropriate biocides. Canister-type filters near to the containers for chemical additives are invaluable for preventing sediment, grit, paint coatings and other potential dirt from reaching the paper. It is a good idea to visually inspect such filters if the chemical additive system in question is considered as a possible source of the observed dirt material.

When using recycled pulps, dirt problems should be mainly addressed during various deinking, screening, floatation, or washing operations. Such operations lie outside of the scope of this website. To a moderate extent, dirt problems related to sticky materials from recycled pulp sometimes can be reduced in severity by adding (a) finely divided talc mineral or certain organic polymers designed to detackify the wetted surfaces, (b) spray application of barrier chemicals (very dilute solutions of highly cationic polymers) to the forming fabric and sometimes to wet-press fabrics, (c) detergent or even solvent treatment of wet-press felts, and (d) use of doctor blades to remove tacky or sticky materials from dryer can surfaces.

References

Anon., “Identification of Specks and Spots in Paper,” TAPPI Useful Method UM 589, 1984.

Rosenberger, R. R., “Putting the New Dirt Count Method into Perspective: A Discussion of TAPPI Method T-563,” Prog. Paper Recycling 6 (1): 9 (1996).

Soderhjelm, L., “Dirt and Shives in Pulp, International Standardization,” Paper Technol. Ind. 37 (10): 51 (1996).

Zeyer, C., Heitmann, J. A., Venditti, R., and Joyce, T. W., “Image Analysis with an Optical Scanner,” Prog. Paper Recycling 3 (3): 29 (1994).

Too Fast)

The most common problems related to dewatering involve slow or variable drainage and response to vacuum. Slow dewatering may involve “slow initial drainage” on the forming table, low solids after vacuum application, low solids after wet-pressing, or just a consequent lower operating speed of the paper machine. If you have that kind of problem, then you should consider yourself fortunate; there are ways to accelerate dewatering, as will be described. Variable dewatering can be much more of a headache. Until the root causes of variability are identified and overcome, the results can include web breaks, roll-winding difficulties, and nonuniform product performance. And if you are really lucky, your problem is that dewatering is too fast. If that’s your problem, then you probably can select among various options such as increased refining (for more strength), increased levels of hardwood or mechanical pulps (which often can improve formation uniformity), lower hydrofoil angles or fewer hydrofoils, lower vacuum levels (to reduce pumping energy and drive energy), or reduced wet-press nip pressure (which also is expected to increase the life expectancy of the felts). Choose carefully, since it’s likely that some of these options will be contrary to what you need for your product goals.

SLOW INITIAL DRAINAGE

Drainage rates are highly dependent on the design and set-up of forming equipment, but here let’s concentrate on issues related to the furnish and chemical additives. Some of the most likely causes of slow or decreased initial dewatering rates include high or increased fiber fines levels (often due to refining), fibrillation of the fibers, high basis weight, entrained air, and (less commonly) very high levels of water-soluble polymers. This page, below, will address all of these possibilities. Please go to the following link if you want to learn about applications of drainage chemical programs.

A fiber length analysis or “classification” of fiber length fractions can help settle the question of whether the fines content has changed. Another clue (but not proof) can consist of a higher than usual solids content in the white water. High white water solids, though, can have two basic causes. Sometimes it does mean that the furnish is over-refined or more precisely that the fibers were not strong enough to “take” the amount or intensity of energy applied during refining. Variations in pulp quality, yield, or bleaching can make the fibers more or less susceptible to cutting, even if the refining energy per ton of fiber is kept constant. Alternatively, increased fines might be due to an unexpectedly high content of mechanical fiber, hardwood, or certain kinds of recycled fibers. But be careful; a high fines content may just mean that your retention aid system is not working well (see more, a little later).

So let’s start by assuming that your main problem is due to “high fines content.” Before you attempt to solve your problem by dumping all of the fines to wastewater treatment, consider the following points: First, it’s often found that some moderate level of fines in the product, say 10 to 40%, depending on the furnish type, yields a maximum in paper tensile strength; this has been attributed to a better sheet structure. Second, due to their higher surface area per unit mass, fines are likely to be carrying a disproportionate amount of chemical additives such as sizing agents; dumping such fines will waste chemicals. Third, different kinds of fines can have very different affects. Refining tends to produce ribbon-like fragments that come from delamination of the fiber wall; these ribbons have a very high specific surface area. They are great for inter-fiber bonding, but they can be terrible for drainage. This kind of fines can be decreased by cutting back on the amount of refining or by using a finer plate to decrease the energy imparted per impact (i.e., intensity of refining). Most deinking processes tend to remove a lot of fines, along with the toner, other ink, and fillers. Recycled mixed office waste fibers need to be handled gently, using low intensity refining; they tend to be somewhat brittle due to the processes that occur during drying, and any new fines created during refining will add to the amount already present.

Let’s assume, for the moment, that the papermaking process can be modeled as “simple filtration.” This is never completely true, but it helps explain why fines are so harmful to drainage, especially at high basis weights. One can envision an initial layer of fibers forming adjacent to the forming screen and the rest of the dilute furnish being filtered by this initial layer, which then becomes thicker. Any fines in the furnish will tend to be trapped at “choke points” in the structure of the fiber mat. As a consequence, the resistance to drainage increases with increasing fines content, even beyond what would be expected due to the higher surface area per unit mass. One way to overcome this kind of effect is to change the conditions of the forming process so that the “filtration model” no longer applies. Instead, one aims to establish conditions that are more consistent with a “thickening” mechanism of dewatering. For example, a higher level of “action” from increased hydrofoil angles or optimized spacing can continually redisperse the fiber mat. Conditions consistent with thickening generally hurt the retention of fines.

A moderate treatment with an effective retention aid system can help to overcome some of the worst adverse effects of fines on drainage. This can be understood in terms of the filtration model described in the previous paragraph. One of the likely effects of retention aid treatment is attachment of fine materials onto fibers. That keeps the fines from being able to follow drainage channels to “choke points.” In general, retention aid treatments tend to make the solids adhere together in a more porous structure, a factor that can help drainage. But be careful; increased retention aid addition usually makes the paper less uniform, i.e. poor formation. The results can be deceiving in terms of dewatering. A floccy sheet usually drains quickly in the initial hydrofoil section of a Fourdrinier paper machine, but it is likely to respond poorly to vacuum in later parts of the forming section. Vacuum will tend to pull air through the thin parts of the web, leaving the fiber flocs wet. You might want to click over to the subject of formation problems if this is a major issue at the facility with which you are dealing.

If you think that maybe you are over-refining, it makes sense to consider backing off on the refining energy and instead relying more on the use of cationic starch or other chemical strategies to achieve dry strength. It is unlikely that dry strength additives ever can take the place of refining, but there often is room to achieve a better balance in terms of (a) less damage to the fibers, (b) better drainage, and (c) less reduction in caliper at a given basis weight.

Entrained air in stock can slow drainage considerably, though there is a lack of good published information obtained from commercial-scale paper machines. The definition of entrained air is that it consists of small bubbles that are carried along by fibers and other solids in the flowing furnish. Small air bubbles can have an effect similar to fiber fines, as mentioned above. That is, they can block drainage channels in the paper web. Entrained air consists partly of tiny bubbles formed by mechanical agitation in such unit operations as hydrocyclone cleaners, and pumps, especially if there are leaky seals. But another part consists of dissolved air that gets released as bubbles when the pressure is suddenly released at the headbox slice. Typical levels of entrained air in various papermaking furnishes are in the range from zero to about eight percent. That’s a huge amount, especially if you consider that fibers usually constitute less than 1% of the volume in headbox stock. Furthermore, a typical soda drink is likely to have only about 4% air content by volume after the pressure is released.

The short-term solution to entrained air may be to optimize the defoamer system. Higher dosages are sometimes undesirable due to potential deposit problems and difficulties with hydrophobic sizing agents. Defoamers generally should be added before the hydrocyclones, since that operation has the potential to entrain air. Defoamer in the system also will tend to make the bubbles coalesce so that they are too big to be drawn down with the current in the white water silo to be circulated back to the fan pump.

It has been shown that more stable drainage can be achieved if the entrained air content is automatically controlled. This is done by on-line monitoring of the air content and control of the defoamer flow. One of the attractions of this approach is that it is often possible to run with a rather high set-point of air content. The average dosage of the defoamer can be reduced, relative to manual operation, while still making a quality product at an acceptable speed.

For completeness it also should be noted that air can be reduced to low levels by means of a deaerating system, commonly known as a Deculator, after one of the early inventors. The traditional deaerating system consists of a vacuum chamber at the outlet of a set of primary hydrocyclone cleaners. Recently, a new device known as a “pomp” has been developed to remove air from white water that is being circulated back to a fan pump. The advantage of this approach is that it avoids the flow instabilities caused by variable air content in the fan pump system.

In principle, a very high level of high-mass, soluble polymers ought to increase the viscosity of water enough to impede dewatering. In practice this is seldom a big concern. But let’s consider, for a moment, the kind of polymer solution that is often used as a forming medium for wet-laid nonwoven fabrics. It is common in such applications to use a very high dosage of high-mass anionic acrylamide copolymer. A papermaker would call such a material a “retention aid.” But in the wet-lay application the dosage is so high, relative to the surface area of the synthetic fibers, that most of the polymer remains in solution. The adverse impact on drainage can be very obvious, depending on the dosages. There is some evidence that anionic retention aids can have a similar effect during certain papermaking operations, though it is difficult to isolate the effect from the impact of the same polymers on formation uniformity – something else that can affect dewatering both positively and negatively. Papermakers who use excessive levels of starch or wet-strength resins will often experience poor dewatering, but that is more likely due to increased stabilization of foam, rather than an increase in solution viscosity.

Drainage – Too Fast

Experienced papermakers usually count “too fast dewatering” as a blessing, since excess dewatering capacity often can be traded for something else that is desirable. For instance, in some cases it is practical to pump more white water to the headbox, lowering the forming consistency, and improving formation uniformity. In other cases excess drainage capacity makes it possible to refine more, achieving a higher tensile strength or internal bond strength of the paper. In other cases excess drainage capacity makes it possible to use a larger proportion of lower-grade fiber, which may have a lower freeness or higher fines content.

If the dewatering rate still is too high, some other strategies to consider include (a) speeding up the paper machine, if possible, (b) decreasing the intensity of dewatering elements such as hydrofoils and vacuum boxes, (c) or omit or reduce the amounts of drainage-promoting chemicals (see earlier discussion).

References

Allen, L. H., and Yaraskavitch, I. M., “Effects of Retention and Drainage Aids on Paper Machine Drainage: A Review,” Tappi J. 74 (7): 79 (1991).

Britt, K. W., and Unbehend, J. E., “Water Removal During Sheet Formation,” Tappi 63 (4): 67 (1980).

Farinato, R. S., Huang, S. Y., and Hawkins, P., “Polyelectrolyte-Assisted Dewatering,” in R. S. Farinato and P. L. Dubin, Eds., Colloid-Polymer Interactions, Wiley-Interscience, New York, 1999, Ch. 1, p. 3.

Hubbe, M. A., Sjöstrand, B., Nilsson, L., Kopponen, A., and McDonald, J. D. (2020). “Rate-limiting mechanisms of water removal during the formation, vacuum dewatering, and wet-pressing of paper webs: A review,” BioResources 15(4), 9672-9755.

Raisanen, K. O., Paulapuro, N., and Karrila, S. J., “The Effects of Retention Aids, Drainage Conditions, and Pretreatment of Slurry on High-Vacuum Dewatering: A Laboratory Study,” Tappi J. 78 (4): 140 (1995).

Sampson, W. W., “The Interdependence of Sheet Structure and Drainage,” Paper Technol. Ind. 38 (8): 45 (1997).

Wegner, T. H., “Effect of Pulping Liquor on Drainage Aid Performance with Recycled Fiber,” Tappi J. 70 (1): 100 (1987).

Wildfong, V. J., Genco, J. M., Shands, J. A., and Bousfield, D. W., “Filtration Mechanics of Sheet Forming. Part 1. Apparatus for Determination of Constant-Pressure Filtration Resistance,” J. Pulp Paper Sci. 26 (7): 50 (2000).

The rate at which water is released from a wet paper web can be increased by chemical treatment. Such chemical treatments are believed to function in one or more of the following ways: (a) by retaining fiber fines onto the surfaces of long fibers so that they are not able to move into positions where they block drainage channels in the wet web; (b) by increasing first-pass retention of fines in general; (c) by causing fibrils at the fiber surface to lie down onto the fiber surface, creating a more streamlined path for water to flow past them; (d) by creating a more bulky, porous structure of the wet paper web; and (e) possibly decreasing the water retention in the fiber walls or in polymeric gels consisting of hemicellulose or additives at the fiber surface.

The most traditional chemical additive used by papermakers for drainage promotion is aluminum sulfate or “papermakers’ alum.” Alum is usually most effective for dewatering of systems having wet-end pH values in the range 4.5 to 6.5 (acidic to pseudo-neutral). Since alum also has other functions in setting rosin size, in neutralization of excess cationic demand, and in retention, it is best to determine the optimum addition amount on a case-by-case basis.

Drainage also can be increased in most paper furnish types by addition of positively charged (cationic) polymers having a high charge density. Popular chemicals for such use include poly-ethyleneimine (PEI) products, polyamines, and poly-diallyldimethylammonium chloride (DADMAC) of moderate molecular mass. In such applications it is common (but not universal) to find that the maximum in dewatering is achieved near to the point where the net electrical charge on the fiber surfaces has been neutralized by the additive.

In some systems, especially on fast paper machines and low basis weights, drainage rates can be improved by judicious use of very-high-mass acrylamide retention aids (flocculants). However, it can be important to avoid over-use of retention aids, since nonuniform formation may adversely affect vacuum dewatering.

Microparticle (or nanoparticle) programs can be used in cases where a more aggressive approach to dewatering is appropriate. Such systems are provided by various chemical vendors. Most microparticle programs involve the steps of (a) optional adjustment or control of the system charge with high-charge cationic polymers, (b) addition of a high-mass polymer such as cationic starch or an acrylamide retention aid, and (c) final addition of colloidal-sized material such as silica, montmorillonite (bentonite), or organic polymers designed to perform the same functions. Microparticle programs tend to have their best effects when the amount of colloidal material is in a certain ratio to the amount of positively charged polymer used. Charge titrations can be useful for obtaining and maintaining optimum addition rates for dewatering.

References

Hubbe, M. A. (2005). “Microparticle programs for drainage and retention,” in Rodriguez, J. M. (ed.), Micro and Nanoparticles in Papermaking, TAPPI Press, Atlanta, Chapter 1, 1-36.

Hubbe, M. A., and Heitmann, J. A. (2007). Review of factors affecting the release of water from cellulosic fibers during paper manufacture,” BioResources 2(3), 500-533. DOI: 10.15376/biores.2.3.500-533

Hubbe, M. A., Sjöstrand, B., Nilsson, L., Kopponen, A., and McDonald, J. D. (2020). Rate-limiting mechanisms of water removal during the formation, vacuum dewatering, and wet-pressing of paper webs: A review,” BioResources 15(4), 9672-9755.

Loose material on the surface of paper can be especially troublesome for printing and various other converting operations. Some common strategies to evaluate the degree of the problem include wiping the product with a black cloth or performing an operation equivalent to vacuuming the surface of paper and collecting the dust on filter paper.

To solve problems associated with dust or lint, it is recommended first to analyze the loose material on the paper. Dust may include fiber fragments (including vessel segments, fines, or fibers), pitch particles, sizing agent material, size-press starch, fillers, and various other materials. Once the main source of the dust has been determined, the solution to the problem sometimes becomes clear. Sometimes dust is transferred onto the paper surface from rolls or fabrics, so it makes sense to inspect the surfaces in the wet-press, dryer, and calender sections of the paper machine. Tacky materials in the wet-press area or on the early dryer cans sometimes pull fibers and other solid materials from the sheet, and these materials can appear later as dust.

One of the most effective ways to reduce dust due to fibrous material is to increase the level of refining of the furnish. Increased bonding within the paper will help to keep fine materials from being released. On the other hand, higher dusting tendency is expected if the bonding within the paper is weakened by having a high filler content.

One of the biggest justifications for use of a size press often is to increase the surface strength and minimize dusting. This justification has tended to become increasingly important with the advent of alkaline papermaking and the increase in filler content of many paper grades. However, it is important that the starch be prepared with care, avoiding either uncooked grains of starch (insufficient time or temperature) or recrystallized, retrograded amylose from the starch solution (too long holding time of underivatized size-press starch, especially if it is allowed to cool).

Air that is present in papermaking stock or white water can cause various kinds of problems, including pin-holes, circular marks on the paper, reduced dewatering rates, unsightly foam, deposit problems related to foam buildup, and loss of solid material due to overflow of foam from tanks and chests.

The three main classes of air that are of concern to papermakers are dissolved air, entrained air, and large bubbles. Dissolved air behaves as part of the water phase, except that it can come out of solution as tiny bubbles (entrained air) if the pressure is reduced. Entrained air consists of bubbles that are small enough (say less than 1 mm) to move along with the fibers. Large bubbles have sufficient buoyancy to rise to the surface; however they still can be a problem if the bubbles are persistent and build up as visible foam or froth.

Though our main concern in this website is in regards to chemical factors, it is important to consider mechanical factors that can be contributing to air problems. Leaky seals on pumps are a leading cause of unnecessary air entrainment. Also it is important to realize that the paper machine environment contains all of the key elements needed to create foam – water, air, lots of agitation and splashing, and various substances that can act as stabilizers. On a basic, traditional paper machine the main mechanism of air release is the coalescence, creaming, and breakage of bubbles in the white water tray and white water silo areas, just after the paper has been formed. Often the breakage of surface foam is promoted by spray showers. It is important also to make sure that the showers within air-padded headboxes are working effectively. Many modern paper machines, especially those producing fine and specialty paper grades, contain deaerating equipment. These involve application of vacuum and some type of fluid motion to separate dissolved and entrained air from the water phase.

The most common short-term solution to air problems is to add a chemical defoamer product. A wide variety of chemical formulations has been found to be effective to promote coalescence of air bubbles within papermaking stock and white water or to break bubbles at the surface of water. Some common ingredients of these formulations include water-insoluble surfactants, oils, water, and hydrophobic particles. An essential feature is that the liquid phase has to have a low viscosity and a tendency to spread rapidly on bubble surfaces. Different defoamer products may be needed in different paper machine environments. In particular, many defoamers have an optimum temperature range. Over-use of defoamers should be avoided due to cost and in order to minimize deposit problems. Defoamers often are added in dilute solution either at a fan pump, just before hydrocyclone cleaners, and as surface sprays.

A long-term answer to air problems in a paper mill also should include consideration of chemical factors that tend to stabilize foams. Sometimes these factors can be minimized. Surface active materials tend to stabilize foams by lowering the interfacial tension between water and air. Likely sources of surface active materials include deinking agents, black-liquor carryover (in unbleached kraft operations), excessive rosin soap size or saponified rosin acid emulsion size, and in the formulations of various wet-end additives, including some biocides. Water-soluble, high-molecular-mass polymers such as cationic starch and wet-strength resins can be expected to stabilize foam bubbles if the additives are used at levels beyond what can be efficiently retained on the fiber surfaces. Alternative solutions include either reducing the amounts of such additives or carefully managing the balance of positively and negatively charged additives to improve the retention of all of the polymeric materials on fiber surfaces.

Some other measures that can be considered to reduce various possible root causes of foam include repair of pump seals, repair and adjustment of pulp-washing equipment, and use of foam-control agents and channel-blocking polymers to improve displacement efficiency during pulp washing operations. Bubbles coming out of the headbox sometimes can be reduced by decreasing the level of turbulence in the headbox, adjusting the impingement of the jet to minimize splashing, and adjusting hydrofoils to prevent excessive action on a Fourdrinier table.

Increased problems with dissolved and entrained air (in addition to some deposit problems) usually can be expected if furnish that contains calcium carbonate filler is exposed to acidic conditions below a pH value of about 6.5. Just as in the case of ant-acid tablets, the reaction between calcium carbonate and acid leads to the release of carbon dioxide gas. The high solubility of CO2 means that a high proportion will tend to remain dissolved in the water. Some of this elevated level of dissolved air will tend to come out of solution as entrained air when the jet of furnish emerges from the headbox, greatly lowering the pressure. The tiny bubbles can act just like fiber fines in impeding dewatering from the stock.

High, Low, Metamerism, Variable)

Fluorescent whitening can be a critical attribute of any paper product that is likely to be in view of the customer or end-user. As noted elsewhere in this website, fluorescent whitening agents (FWAs or OBAs) work by absorbing ultraviolet light energy, dissipating some of the energy as heat, and then releasing visible light, mainly in the blue region of the spectrum. Often the simplest way to assess levels of whitening effect in paper is to measure the brightness with and without a UV filter in the path of the incident light.

If paper contains a degree of whitening effect that differs from that of the standard for the grade being produced, then one can expect color-matching problems. These problems can arise even if an instrumental measurement or a light-booth observation shows the paper to be an exact color match to the standard. The reason is that the customer may view the sample under different conditions of illumination. See metamerism for further discussion of this issue.

LOW WHITENING EFFECT is the easiest problem to deal with, since the answer may be to add a higher level of FWA. However, the whitening effect provided by this kind of chemical is adversely affected by anything else that absorbs ultraviolet light. This means that wet-end addition of FWA can be expected to be less effective in the presence of high levels or titanium dioxide or mechanical fiber (due to the lignin). In such cases it can make sense to add all or most of the FWA at a size press or to a coating formulation. Another factor that can hurt the performance of FWAs is high levels of highly cationic polymers. Such polymers can quench the whitening effect by interacting with the negatively charged FWA molecules. Finally, it is worth keeping in mind that increasing amounts of FWA tend to approach a level of diminishing returns – or they even can turn the paper green, depending on the purity, composition, and amount of the additive used.

TOO HIGH WHITENER LEVELS often result when the furnish contains either deinked office waste paper or paper machine broke. Depending on the customer needs, it probably will not be possible to fully compensate for the excess whitener effect just by addition of dye (see metamerism). Ways to get rid of unwanted whitener effect in pulp include (a) bleaching of the pulp, and (b) addition of highly charged cationic polymers to partially quench the effect.

VARIABLE WHITENER LEVELS can be expected if one is using either office waste fiber or broke from a variety of different white paper grades. If problems are severe or common, an online control system is worth considering. The amount of fresh FWA added to the system can be controlled to keep the whitener effect within certain specified limits. Alternatively, one can identify which of the incoming furnish streams has an excessively high whitener level and bleach that stock or meter it into the furnish gradually rather than intermittently.

References

Crouse, B. W., and Snow, G. H., “Fluorescent Whitening Agents in the Paper Industry,” Tappi 64 (7): 87 (1981).

Muller, F., Loewe, H.-D., and Hunke, B., “Fluorescent Whiteners – New Discoveries Regarding their Properties and Behavior in Paper,” Paper S. Africa 13 (2): 4 (1993).

Roltsch, C. C., “The Efficient Use of Fluorescent Whitening Agents in the Paper Industry,” Proc. TAPPI 1987 Papermakers Conf., 87 (1987).

Air that is present in papermaking stock or white water can cause various kinds of problems, including pin-holes, circular marks on the paper, reduced dewatering rates, unsightly foam, deposit problems related to foam buildup, and loss of solid material due to overflow of foam from tanks and chests.

The three main classes of air that are of concern to papermakers are dissolved air, entrained air, and large bubbles. Dissolved air behaves as part of the water phase, except that it can come out of solution as tiny bubbles (entrained air) if the pressure is reduced. Entrained air consists of bubbles that are small enough (say less than 1 mm) to move along with the fibers. Large bubbles have sufficient buoyancy to rise to the surface; however they still can be a problem if the bubbles are persistent and build up as visible foam or froth.

Though our main concern in this website is in regards to chemical factors, it is important to consider mechanical factors that can be contributing to air problems. Leaky seals on pumps are a leading cause of unnecessary air entrainment. Also it is important to realize that the paper machine environment contains all of the key elements needed to create foam – water, air, lots of agitation and splashing, and various substances that can act as stabilizers. On a basic, traditional paper machine the main mechanism of air release is the coalescence, creaming, and breakage of bubbles in the white water tray and white water silo areas, just after the paper has been formed. Often the breakage of surface foam is promoted by spray showers. It is important also to make sure that the showers within air-padded headboxes are working effectively. Many modern paper machines, especially those producing fine and specialty paper grades, contain deaerating equipment. These involve application of vacuum and some type of fluid motion to separate dissolved and entrained air from the water phase.

The most common short-term solution to air problems is to add a chemical defoamer product. A wide variety of chemical formulations has been found to be effective to promote coalescence of air bubbles within papermaking stock and white water or to break bubbles at the surface of water. Some common ingredients of these formulations include water-insoluble surfactants, oils, water, and hydrophobic particles. An essential feature is that the liquid phase has to have a low viscosity and a tendency to spread rapidly on bubble surfaces. Different defoamer products may be needed in different paper machine environments. In particular, many defoamers have an optimum temperature range. Over-use of defoamers should be avoided due to cost and in order to minimize deposit problems. Defoamers often are added in dilute solution either at a fan pump, just before hydrocyclone cleaners, and as surface sprays.

A long-term answer to air problems in a paper mill also should include consideration of chemical factors that tend to stabilize foams. Sometimes these factors can be minimized. Surface active materials tend to stabilize foams by lowering the interfacial tension between water and air. Likely sources of surface active materials include deinking agents, black-liquor carryover (in unbleached kraft operations), excessive rosin soap size or saponified rosin acid emulsion size, and in the formulations of various wet-end additives, including some biocides. Water-soluble, high-molecular-mass polymers such as cationic starch and wet-strength resins can be expected to stabilize foam bubbles if the additives are used at levels beyond what can be efficiently retained on the fiber surfaces. Alternative solutions include either reducing the amounts of such additives or carefully managing the balance of positively and negatively charged additives to improve the retention of all of the polymeric materials on fiber surfaces.

Some other measures that can be considered to reduce various possible root causes of foam include repair of pump seals, repair and adjustment of pulp-washing equipment, and use of foam-control agents and channel-blocking polymers to improve displacement efficiency during pulp washing operations. Bubbles coming out of the headbox sometimes can be reduced by decreasing the level of turbulence in the headbox, adjusting the impingement of the jet to minimize splashing, and adjusting hydrofoils to prevent excessive action on a Fourdrinier table.

Increased problems with dissolved and entrained air (in addition to some deposit problems) usually can be expected if furnish that contains calcium carbonate filler is exposed to acidic conditions below a pH value of about 6.5. Just as in the case of ant-acid tablets, the reaction between calcium carbonate and acid leads to the release of carbon dioxide gas. The high solubility of CO2 means that a high proportion will tend to remain dissolved in the water. Some of this elevated level of dissolved air will tend to come out of solution as entrained air when the jet of furnish emerges from the headbox, greatly lowering the pressure. The tiny bubbles can act just like fiber fines in impeding dewatering from the stock.

Streaks)

FLOCCY PAPER

Nonuniformity of paper within a length scale of 2-20 mm is most frequently associated with a tendency of fibers to form flocs. It is important to keep in mind that a certain degree of fiber flocculation can be expected, regardless of chemical conditions in a papermaking furnish. The flocculation occurs because a typical papermaking fibers have length-to-thickness ratios between about 50 and 100. That means that the fibers tend to collide with each other and become somewhat entangled. At the same time, hydrodynamic shear also tends to break down the fiber flocs, and the degree of flocculation can be understood as a dynamic equilibrium between these two tendencies.

Papermakers employ the following kinds of strategies to try to minimize the level of fiber flocculation in the paper: (a) adjustments of the papermaking equipment, (b) selection of fibers or manipulation of mechanical aspects of the furnish, and (c) adjustment of the chemical environment.

Paper machine adjustments that affect the small-scale uniformity of the product can include the angle of impingement of the jet onto the forming fabric (velocity forming vs. pressure forming), the relative velocities of the jet and the fabric, the design, angle settings, and spacings between hydrofoils or blades on the side of the fabric(s) opposite to the paper, and the use of such devices as dandy rolls. These approaches generally lie beyond the scope of this website, except that it may be pointless to consider approaches involving chemical additives if no attention is being paid to the paper machine equipment settings.

In principle, the simplest way to reduce the tendency for fibers to flocculate in a stirred suspension is to decrease the consistency (dry mass of filterable solids per unit of volume). Studies have shown that the degree of flocculation tends to be related to the product of the consistency and the square of the length-to-thickness ratio of the fibers. In practice, papermakers are able to reduce the consistency only up to the point where (a) there is adequate fan pump capacity, (b) the headbox flow is not so high as to create undesirable wake effects, or (c) the furnish still drains easily enough so that the paper reaches a solids level suitable for wet-pressing by the time it leaves the forming section of the machine. Excessive flow through a headbox, relative to its rated capacity, can cause alignment of fibers at an angle to the machine direction. Some ways to modify a papermaking furnish to reduce the flocculation tendency include refining (to make the fibers more flexible), or the substitution of a higher level of hardwood fibers in place of softwood fibers.

Chemical strategies to reduce fiber flocculation in a sheet of manufactured paper tend to be somewhat counter-intuitive. One would like to think that the best solution would be to add a chemical to help the fibers slide past each other. Such an effect is employed during the production of wet-lay nonwoven fabrics by the addition of high levels of very-high-mass anionic or nonionic water-soluble polymers. The use of such “formation aids” can work during formation of thin sheets of synthetic fibers, since the resistance to dewatering tends to be low. However, when producing paper or paperboard from typical wood-based fibers, as used in most papermaking grades, a similar chemical approach would tend to inhibit dewatering and require a decrease in the speed of the paper machine.

The most important chemical strategies for avoiding poor formation uniformity of paper can involve avoiding excessive effects of chemical flocculants, i.e. retention aids. This can be done in either of two ways. The first involves adding the lowest practical amount of retention aid, consistent with what is needed to keep the paper machine system clean, to minimize the decomposition of sizing agents, and to avoid a strongly two-sided composition of paper (if made on a Fourdrinier former). The second approach involves adding the flocculant before a unit operation such as a pressure screen, where fibers are subjected to high levels of hydrodynamic shear. It has been shown that such hydrodynamic forces tend to redisperse fibers that have been flocculated by high-mass polymers. However, a high proportion of chemically-induced attachments between very fine particles and fibers tend to survive the high-shear exposure.

Some of the most notable recent progress in achieving more uniform paper has involved the use of chemical programs that promote easier release of water during the formation process. Such chemical systems were described earlier, and it is worth noting that treatment programs involving microparticle additives are often associated with efforts to achieve more uniform formation. However, the drainage-promoting chemical strategies can be effective only in cases where they make it possible to make other changes, such as lowering the headbox consistency, reducing the average fiber length, or increasing the level of refining.

STREAKY FORMATION

Machine-directional streaks in paper are often due to wake effects, possibly originating at the slice of the paper machine headbox. If so, the streaks have to be corrected by mechanical changes, rather than chemical adjustments. For instance, it may be necessary to reset the slice adjustments so that the opening is more even across the entire width of the machine. This is much harder to do that one might imagine, since it is usual for counter-rotating vortices to form just after the slice, and interactions between such vortices can result in the streaks. More serious effects can result from deposits on the slice. Efforts to correct such streaks by adjusting the slice opening at different points sometimes make matters worse. Sometimes streaks can be related to the speed of rotation of a perforated roll in an air-padded headbox. Other possibilities include partially plugged suction boxes and various kinds of misalignments or ridges in the fabrics.

Chemical strategies can be important, relative to streaks, if the problem is related to deposited materials, either at the slice lip, on the forming fabric, or in the wet-press felt(s). See the comments regarding deposits and scale if the streaks seem to be possibly related to the headbox slice. See comments regarding barrier chemical treatment if the streaks seem to be related to a partly-occluded forming fabric. See comments regarding felt filling if the streaks seem to be related to wet-pressing. In some paper machine systems it is possible to obtain streaky formation due to poorly mixed retention aid, assuming that the polymer is added very late to the system. This is especially a concern if the retention aid is added on one side of a main stock line in the approach to the headbox.

Cross-machine streaks or “barring” is most often due to unsteady flow or unsteady pressure at the headbox. A specialist should look at the system and find out whether the stock valve is opening and closing excessively, of whether there are other conditions leading to pulsating flow.

References

Cutshall, K., “The Nature of Paper Variation,” Tappi J. 73 (6): 81 (1990).

Hua, X., Tanguy, P. A., Li, R., and Van Wagner, J. S., “Effects of Basestock Formation on Paper Coating,” TAPPI J. 79 (5): 112 (1996).

Hubbe, M. A. (2007). Flocculation and redispersion of cellulosic fiber suspensions: A review of effects of hydrodynamic shear and polyelectrolytes,” BioResources 2(2), 296-331. DOI: 10.15376/biores.2.2.296-331

Jokinen, O., and Palonen, H., “Interdependence of Retention and Formation in the Manufacture of SC Paper,” Paperi Puu 68 (11): 801 (1986).

Kerekes, R. J., and Schell, C. J., “Effects of Fiber Length and Coarseness on Pulp Flocculation,” Tappi J. 78 (2): 133 (1995).

Manson, D. W., “The Practical Aspects of Formation,” TAPPI 1990 Wet End Operations Short Course Notes, 13 (1990).

Swerin, A., and Mahler, A., “Formation, Retention and Drainage of a Fine Paper Stock during Twin-wire roll-blade Forming. Implications of Fiber Network Strength,” Nordic Pulp Paper Res. J. 11 (1): 36 (1996).

Paper to Paper, Paper to Equipment)

The end-uses of many kinds of paper are critically dependent on frictional properties. Who among us hasn’t at some point experienced the aggravation of multiple feeds of paper in xerographic copiers or ink-jet copiers? That’s an example of a problem that tends to occur when paper-to-paper friction is too high or too variable. Problems with slippery paper can be just as problematic, especially if one is trying to stack up the paper or die-cut it in precise locations. In many end-use applications it turns out that the frictional properties of the paper against a metal or rubber surface is the most critical, rather than problems associated with paper-to-paper coefficients of friction. For more comments related to xerographic copying, click here.

Let’s start with a definition. The coefficient of friction can be defined as the ratio of two forces. The numerator is the force needed to slide two objects in a direction that is perpendicular to a force that is pushing them together (often gravity, in simple laboratory tests). The denominator is the value of this second force. Two more useful definitions are static friction and dynamic friction. The static frictional coefficient is the ratio of tangential to perpendicular force at the point where motion (slippage) is initiated. The dynamic coefficient is the same ratio at a defined rate of sliding, and usually the average value is reported.

PAPER-TO-PAPER FRICTION PROBLEMS

Factors that can cause paper to be unexpectedly BELOW specification limits for paper-to-paper friction coefficient include (a) the presence of waxy materials such as wax, high levels of alkylketene dimer (AKD) size, or certain silicone materials, (b) high smoothness, especially in combination with the first factor, though friction coefficients sometimes increase with increasing smoothness due to a higher effective area of contact, and (c) surfaces covered with solid polymeric materials well above their glass transition temperatures.

Often papermakers can overcome problems related to low friction by making moderate changes in chemical additives. For example, if AKD sizing is causing the paper to become to slick to be handled by an automatic stacker, papermakers have the option of reducing the dosage of the sizing agent. To compensate, it may be necessary to add a hydrophobic polymer, such as styrenemaleic anhydride, to the size press starch solution. Papermakers also can replace the sizing agent with alkenylketene dimer size, a version of AKD having unsaturated hydrocarbon tails. This small change renders the product more liquid-like, rather than wax-like, and it has much less effect on frictional properties compared to the ordinary type of AKD. Another approach is to add fillers such as scalenohedral precipitated calcium carbonate, or (for the biggest effect) high-surface-area precipitated aluminosilicate or amorphous silica particles in the size range of about 1-5 micrometers.

Factors that can cause paper to be unexpectedly ABOVE specification limits for paper-to-paper friction coefficient include (a) the presence of high-surface-area mineral products capable of adsorbing waxy materials from the paper, (b) the presence of tacky polymeric materials or rosin-like materials, and (c) high roughness, especially in combination with the first two items.

Sometimes papermakers need to decrease paper-to-paper friction, as in the case of the multi-feed problem mentioned earlier. Increased calendering sometimes lowers the paper-to-paper friction, but the relationship is not expected to be simple, and usually there are firm specification limits for smoothness. Papermakers have the option of adding wax emulsions, AKD size, or delaminated clay. Addition of such substances at a size press are usually more effective, based on the amount used, compared to adding them at the wet end.

PAPER-TO-EQUIPMENT FRICTION

In high-speed operations the coefficient of friction between paper and various transfer surfaces is often dominated by contaminants from the paper. For example, transfer of AKD size to feed rolls sometimes interferes with the operation of high-speed xerographic copiers. Such problems are most likely if the level of AKD size is high and if the paper is strongly heated during the process of interest.

In cases where the paper-to-equipment friction coefficient is too low, the most promising strategies to solve the problem usually involve either (a) ways to reduce the amount of whatever material is acting as a lubricant, or (b) addition of materials that can adsorb the lubricating substances onto their surfaces and reduce their effect on friction, even though the materials remain in the paper. When problems are serious and protracted, it may be worth carrying out a trace analysis of the transfer surfaces to determine the chemical nature of slippery materials.

When papermakers face the opposite problem of excessively high paper-to-equipment coefficients of friction, one likely solution is to add waxy materials to the paper surface. Where appropriate, this can be done during manufacture of the paper, or later at the time when the paper is being converted. A good example of this is the use of wax lubricants during corrugation of “medium” for the production of corrugated containers. In the absence of lubricants, the force needed to draw the paperboard through the corrugator may become too high.

XEROGRAPHIC COPYING AND FRICTION

Especially in the case of xerographic copying, it is worth noting that the relationship between paper friction and product performance is not likely to be simple. Charles Green suggested that problems are likely to occur in xerographic copying under the following circumstances:

  1. The variation in friction from sheet to sheet may be too high. A special case of this is the effect of the bottom sheets of reams becoming contaminated (lowering friction) in sheeting and packaging. In this case the multifeed will occur at the ream interface when reams are stacked in the feeder.
  2. When friction is too high, there can be misfeeds.
  3. The paper can contaminate the surface of the feedbelt or feedroller, causing misfeeds, or can contaminate the friction retard surface, causing multifeeding.
  4. When paper has very low friction, it may be that a relatively low difference in sheet to sheet friction will cause multifeeding, but this mechanism has not been verified.

Those wishing further information can go to Charles Green’s website (note articles no. 103 and 131).

References

Brungardt, C. L., and Gast, J. C., “Improving the Converting and End-Use Performance of Alkaline Fine Paper,” Proc. TAPPI 1994 Papermakers Conf., 155 (1994).

Gunderson, D. E., “Concerning Coefficient of Friction,” TAPPI J. 83 (6): 39 (2000).

Hoyland, R. W., and Neill, M. P., “Factors Affecting the Frictional Properties of Paper – the Effect of AKD Neutral Size,” Paper Technol. 42 (3): 45 (2001).

Johansson, A., Fellers, C., Gunderson, D., and Haugen, U., “Paper Friction – Influence of Measurement Conditions,” TAPPI J. 81 (5): 175 (1998).

Withiam, M. C., “The Effect of Fillers on Paper Friction Properties,” Tappi J. 74 (4): 49 (1991).

Some detective work may be required to determine the cause of holes in a web of paper coming from a paper machine. Even more detective work may be needed if the holes are causing breaks, so that the web doesn’t make it to the reel. Besides causing web breaks on the paper machine, holes also cause breaks during subsequent coating. Customers usually will reject product that has more than a very rare incidence of holes, and papermakers spend a lot of time and effort splicing paper in order to remove and holes that have been automatically detected during production.

One of the first things that you will want to determine is the general category of the hole problem. Three primary causes of holes in paper are (a) tacky materials on rolls or other rotating elements within forming, pressing, or drying equipment on paper machines, (b) slime, and (c) equipment defects. Tacky materials on a roll can cause holes by “picking out” the fibers from the part of the paper that comes into contact with them. Consequences of this effect can range from a mild roughening of the paper surface, to the accumulation of dust or “crumbs” of fibers in the system, to partial delamination, to the development of holes in the paper by a pick-out mechanism, and ultimately to web-breaks. Bacterial slime can cause holes in quite a different way. It is useful to keep in mind that bacterial cells are composed mostly of water. When an agglomerated mass of such cells (often with inclusion of other materials) passes from the headbox and gets into the paper sheet, the area occupied by the slime tends to exclude any fibers that could provide strength to the paper. As a consequence, that slime spot tends to fall out of the web, so that the slime does not remain in the paper as a spot that can be analyzed.

A key type of evidence, to narrow down the cause of holes, is whether or not there is a pattern. A repeating hole, always in the same location, often can be traced back to its point of origin. Sometimes the spacing of such a hole or tear can be matched to the diameter of a roll in the press section or the circumference of the forming fabric, etc. In addition to pick-outs caused by tacky deposits, regularly recurring holes also can be caused by mechanical imperfections in the surfaces or rolls or fabrics to which the web of paper comes into contact. By contrast, if the incidences of holes seem to be totally random, then such evidence would suggest a slime problem is likely. In paper machine systems where holes have a significant impact on profitability, it is recommended to install video cameras at key points within the system in order to be able to narrow down where the holes are occurring, especially if they result in web breaks. Online detectors for holes and breaks are widely used.

Even though a hole is, by definition, empty space, sometimes papermakers can learn about their origins by observing their shapes and having analyses performed on the material around their edges. Stain tests are available that can reveal the presence of high levels of bacterial slime. On the other hand, if tacky materials are causing pick-outs, one also should look to see if some of the same material is transferring to the paper surface as spots.

Strategies to deal with slime and other issues related to bacteria and fungal growth in the wet end are suggested elsewhere in this guide. Sometimes gel-balls or “fish-eyes” of poorly dispersed retention aid polymers can mimic the behavior of slime. The retention aid make-down system and associated canister filters should be checked. Also, you may wish to review some of the material related to deposits and stickies in order to overcome problems with holes in a web of paper.

Some other possible causes of holes in paper include water drops from the ceiling, fiber bundles or lumps breaking away from the sheet, or a hole in the forming fabric.

References

Edwards, J. C., “Biocides – Bug Killers that Enhance Pulpmaking and Papermaking Processes,” TAPPI J. 79 (7): 71 (1996).

Goldstein, S. D., “Some Overlooked Fundamentals of Slime Control,” Appita 40 (3): 213 (1987).

Hoekstra, P. M., “Fundamentals of Slime Control,” TAPPI 1991 Chemical Processing Aids Short Course Notes, 55 (1991).

Hubbe, M. A., Rojas, O. J., and Venditti, R. A. (2006). “Control of tacky deposits on paper machines – A review,” Nordic Pulp Paper Res. J. 21(2), 154-171. DOI: 10.3183/npprj-2006-21-02-p154-171

Korhonen, S., and Tuhkanen, T., “The Use of Ozone as a Biocide in Paper Machine Recycled White Water,” TAPPI J. 83 (5): 75 (2000).

Milanova, E., and Sithole, B. B., “Acute Toxicity to Fish and Solution Stability of Some Biocides Used in the Pulp and Paper Industry,” Water Sci. Tech. 35 (2-3): 373 (1997).

Pereira, M. O., Vieira, M. J., Beleza, V. M., and Melo, L. F., “Reduction of Biofouling in Paper Production Processes by Using a Carbamate-Based Biocide as a Retention Agent,” Pulp Paper Can. 10 (1): 4 (2001).

Robertson, L. R., and Taylor, N. R., “Biofilms and Dispersants: a Less-Toxic Approach to Deposit Control,” Tappi J. 77 (4): 99 (1994).

Stitt, J., “Slime and Deposit Control: The Alkaline Challenge,” PIMA’s Papermaker 79 (9): 54 (1997).

Sweeny, P., “Hydantoin Effects on Hypochlorite and Hypobromite Biocidal Efficacy in Alkaline Papermaking Applications,” Proc. TAPPI 1996 Papermakers Conf., 59 (1996).

Wadsworth, J. W., and Simpson, G. D., “Control of Biofilm in Alkaline White Water Systems with Chlorine Dioxide,” Proc. TAPPI 1997 Engineering & Papermaking Conf., 1095 (1997).

Fluorescent whitening)

Metamerism problems involve the matching of paper’s appearance to a color standard, particularly when one has to make sure that the paper will look the same under different types of illuminant. The classic example is when the papermakers make a product that appears to be an exact match to the standard provided by the customer, based on either direct observations or instrumental measurements at one particular condition of illumination. Then, later on, the customer can view the same paper under a wide range of illuminants. Examples of common illuminants including daylight (which depends on the weather and the position of the sun), fluorescent bulbs of various kinds, or old-fashioned incandescent lighting. Let’s suppose that the customer views the paper with a different type of light, observes that “this is a terrible match!”, and rejects the product.

To avoid the occurrence of metamerism problems, the best approach is to use reflectance curve data corresponding to the visible range of light wavelengths. An excellent match can be expected under all lighting conditions if the diffuse reflectance of light matches the standard throughout the visible spectrum AND there are no significant differences with respect to fluorescent whitening agents (FWAs) or fluorescent dyes. By contrast, it is inherently impractical to solve metamerism problems if one has only data related to a three-parameter color coordinates (e.g. the L* a* b* system). Three-parameter color coordinates are commonly used for process control and for specification of paper colors.

If the product contains broke or waste furnish that may contain variable amounts of FWAs, then you might want to look at the related section of this guide. In white grades one can get a preliminary idea about whether whitening effects are highly variable by illuminating samples of paper with an ultraviolet light or by comparing brightness or color measurements in the presence and in the absence of a UV cut-off filter in the incident beam of light.

In many other cases, especially those involving colored paper products, metamerism problems can be overcome by selecting dyestuffs that have similar hues to those that were used when making the standard samples for the grade. Suppliers of papermaking dyes usually can perform the needed tests of the standard paper and do the calculations for you to develop one or more recommended combinations of dye products that will reduce or eliminate metamerism issues.

References

Hubbe, M. A., Pawlak, J. J., and Koukoulas, A. A. (2008). Paper’s appearance: A review,” BioResources 3(2), 627-665. DOI: 10.15376/biores.3.2.627-665

Jay, S. L., “Color Control for the Paper Producer in the 90’s,” Proc. 1991 Papermakers Conf., 93.

Lips, H. A., “Dyeing,” in Casey, J. P., Ed., Pulp and Paper Chemistry and Chemical Technology, 3rd Ed., Vol. 3, Ch. 19, 1627 (1981).

Opacity (Filler light scattering, High, Low, Variable)

Opacity is related to the ability of light to pass through paper. Most opacity problems experienced by papermakers involve the visibility of images printed onto the reverse sides or subsequent sheets of a magazine, newspaper, or book. There are two kinds of widely used definitions of opacity. The TAPPI test (Method T245) for opacity compares the diffuse reflectance from a sheet of paper that is backed alternately by (a) a black cavity, from which essentially no light returns to the paper, and (b) a standard white tile surface having a reflectance of 89%. By contrast, the printing opacity (TAPPI Method T519) can be defined as the ratio of reflectance from a paper sheet backed by a perfect black (either a black cavity or a black tile), and from a sufficiently thick stack of identical sheets of paper.

Many problems related to opacity can be anticipated from an understanding of how light interacts with the structure of paper. Opacity usually is highly correlated to the efficiency of light scattering by the paper material (except if there are large variations in the color or in the amount of light-absorbing material). High light-scattering efficiency will be achieved if there is a high incidence of spaces within the paper that have dimensions greater than at least a quarter of a wavelength of light. In rough terms, for the highest light scattering, one wants the greatest number of interfaces between solid and air. Light scattering also can be increased if the refractive index of the solid material is increased, but this effect usually is important only when papermakers are using titanium dioxide as an opacifying agent. Opacity values also can be increased by adding black dye, omitting bleaching stages, etc., but such approaches have only very narrow applications; brightness and other measures of reflectivity are even more important to most buyers of paper than is the opacity.

LOW OPACITY

In general, the opacity of paper can be increased by such approaches as (a) adding or increasing the filler content, (b) adding titanium dioxide in particular, (c) minimizing self-agglomeration of fillers and making sure that they are well dispersed before addition to the furnish, and (d) avoiding excessive compaction of the paper.

Refining tends to densify the paper and make it more transparent, so excessive refining of kraft fibers will tend to hurt opacity. Refining tends to make the fibers more flexible, so that they create a higher relative bonded area when the paper is formed. Sometimes it is possible to back off the refining power and increase the level of dry-strength agents such as cationic starch in order to achieve the overall product goals.

Wet-pressing also densifies the paper, though the effects of wet-pressing on opacity differ in subtle ways from those of refining. Usually there is a strong effect of wet-pressing on paper machine speed, drying energy, and paper strength; that means that often it will be undesirable to back off on the nip pressures. There may be exceptions in the case of some specialty grades or when the paper must meet strict requirements for caliper or apparent density.

Calendering can adversely affect opacity, so excess calendering should be avoided after minimum specification limits for smoothness have been achieved. The adverse effects of calendering on opacity are minimized by treatments that favor surface effects, rather than compaction of the paper as a whole. This is why such practices as soft-nip calendering and wetting the sheet just before calendering are often beneficial.

An inadequate retention aid system may result in low opacity, especially if there are significant losses of mineral to the wastewater treatment system. Though it is theoretically possible for retention aid polymers to self-agglomerate filler particles, retention aids generally have a positive effect on opacity. Scanning electron micrographs of different paper products show a range of filler distributions, from highly self-agglomerated to well-dispersed over the fiber surfaces. However, due to convection, any retention aid added to agitated or flowing paper stock is almost immediately taken up by fibers and fiber fines. The ultimate location of the fillers also depends on the degree of fibrillation of fiber surfaces, the type and amount of fiber fine material, and hydrodynamic conditions in the forming process. There are many variables to play with, including the addition points for fillers and retention aid chemicals, but it is usually unrealistic to try to make quantum changes in how the filler is distributed in a sheet of paper.

Though the results might not be worth the effort and increased complexity, it is sometimes worth considering such strategies as (a) decreasing the brightness of inner plies and increasing the brightness of outer plies, or (b) adding some black dye or decreasing the bleaching and compensating by adding fluorescent whitening agents (FWAs). Both of these approaches are theoretically valid. However, one must carefully weight the costs and consider possible adverse effects such as metamerism or an increase in the mottled appearance of the paper.

Low opacity also can result if air spaces within the paper are being filled in by materials added at the surface. Size-press starch tends to reduce paper opacity. Contrary to appearances, the purpose of size-press starch usually is not to produce a continuous, unbroken film or to fill in the surface. But these tendencies can become significant as papermakers adjust their processes to increase surface strength or minimize dusting by adding more surface starch and other polymers.

HIGH OPACITY

If the opacity is higher than the specified limit, some of the available options include (a) reducing the filler content and omitting any titanium dioxide, (b) increasing the level of refining of kraft furnish, or (c) adding wax to the paper, etc. Complaints about excessively high opacity are rare in the majority of paper grades.

References

Bown, R., “Physical and Chemical Aspects of the Use of Fillers in Paper,” in J. C. Roberts, Ed., Paper Chemistry, 2nd Ed., Blackie Academic & Prof., London, 1996, Ch. 11, p. 194.

El-Hosseiny, F., and Abson, D., “Light Scattering and Sheet Density,” Tappi 6 (10): 17 (1979).

Hubbe, M. A., Pawlak, J. J., and Koukoulas, A. A. (2008). Paper’s appearance: A review,” BioResources 3(2), 627-665. DOI: 10.15376/biores.3.2.627-665

Kwoka, R. A., “Strategies for Cost Effective Optical Performance,” TAPPI 1990 Dyes, Fillers & Pigments Short Course Notes, 21 (1990).

Middleton, S. R., Desmeules, J., and Scallan, A. M., “The Kubelka-Munk Coefficients of Fillers,” J. Pulp Paper Sci. 20 (8): J231 (1994).

Robinson, J. V., “A Summary of Reflectance Equations for Application of the Kubelka-Munk Theory to Optical Properties of Paper,” Tappi 58 (10): 152 (1975).

Patterns of repetition of problems during production of paper can provide important clues as to their root causes. Both the time periods and the locations (especially if the problems are visible in the product) can be important.

Questions to ask about a recurring problem include (a) is there a fixed time period between occurrences, and (b) does the problem occur after some other event takes place, as in the switch-over to a new batch of wet-end starch or retention aid.

In cases where a problem occurs at a well-defined frequency, the next step is to consider the cycle times of processes in the system that might possibly be related. A lot of imagination is needed for this kind of exercise, since the root causes may not be obvious. For instance, the filling of starch preparation tanks with water for an adjacent paper machine may be changing the water pressure and adversely affecting retention aid flows on your own paper machine. The cycling on and off of an intermittent biocide program may be changing the level of surface-active chemicals in the system. There may be an imperfection or filled area on a wet-press felt or dryer can. There may be “harmonics” in the hydraulic system of the machine. There may be cycling of the amounts or types of broke introduced into the furnish. Sometimes there is a process control loop that needs to be tuned so that it doesn’t overshoot and cause cycling. Each paper machine is different, so one needs to make one’s own list.

The appearance of pin-holes in paper is most often associated with entrained air in the furnish, though the problem also can be associated with formation uniformity, low basis weight, or the use of furnish that happens to be very low in fines content. The consequences of air and foam in the papermaking system are covered in greater detail elsewhere in this guide.

A likely mechanism of pin-hole formation is the tendency of vacuum at a flat-box or couch roll to pull small bubbles of entrained air through the paper. This is a difficult mechanism to prove, but sometimes it can provide a clue as to how to overcome practical difficulties. If the pin-holes come on suddenly, then it is possible that a leak has developed in a pump seal, introducing a greater amount of air into the thin-stock furnish.

Air in the fiber furnish can be minimized by using some of the approaches mentioned elsewhere in this guide. To summarize, the air content of furnish coming from the headbox slice can be reduced by (a) use of an optimum dosage of defoaming chemicals that have been found to work well under the temperature and chemical conditions of the process, (b) attention to the efficient operation of deaerating equipment, including a deculator (if present).

Though it would be asking too much to try to repair a poorly formed base stock by use of the size press, it is possible to partly close up pin-holes with size press starch. To maximize this effect it is recommended that the solution viscosity be relatively high. In addition, a hydroxyethylated starch, which tends to give a tougher, more flexible film than underivatized starch, is likely to be more effective in covering pin-holes. Other premium size-press additives that can help with this kind of problem include polyvinyl alcohol (PVOH) and carboxymethylcellulose (CMC).

References

Avery-Edwards, D. J., Elms, R., and Buckingham, A., “Silicone Antifoams for Nonwoven Applications,” Tappi J. 77 (8): 35 (1994).

Lorz, R. H., “Air Content, Retention, and Drainage: Important Parameters in Paper/Board Production,” Pulp Paper Can. 88 (10): T361 (1987).

Matula, J. P., and Kukkamaki, E., “New Findings of Entrained Air and Dissolved Gases in PM Wet End: Mill Case Study,” TAPPI J 83 (4) no page (2000).

May, O. W., and Buckman, S. J., “Practical Effects of Air in Papermaking,” Tappi 58 (2): 90 (1975).

Rauch, R., and Sangl, R., “Latest Findings on Entrained Air and Dissolved Gases in Pulp Suspensions,” Proc. TAPPI 2000 Papermakers Conf., 159 (2000).

A deposit will be considered to be pitch-related if the key binding agent is derived from wood. The most common ingredients of wood pitch are resin acids (from softwood), fatty acids (from all kinds of wood), triglyceride fats, and various unsaponifiable materials such as beta-sitosterol. (The word unsaponifiable means that the material cannot be converted into a soap, even at high pH, as in the cases of carboxylic acids and esters.) The tacky properties of pitch can change greatly, depending on whether it has become air-oxidized, polymerized, when the temperature changes, or when it is mixed with other materials.

One of the most effective wet-end additives to combat pitch problems is talc. Talc is a platy, oil-loving mineral. Well designed equipment with good agitation is needed to disperse dry talc well enough so that it can perform its job efficiently. Though talc fillers having large particle sizes (e.g. 5-10 micrometers) are used as a filler in many parts of the world, such as the far east and Finland, it is recommended to use finely divided, high-surface-area talc products for control of pitch. The key is to add enough talc so that the overall tackiness of the surfaces in the system is reduced. A variety of pitch control additives, including products related to polyvinyl alcohol, have effects that are similar in nature to talc and effective in certain furnishes.

The pitchy nature of wood can be highly dependent on the season, the freshness of the wood chips, and the kind of pulping treatment. The situation can be tricky, since the highest tackiness usually is associated with an intermediate condition between liquid-like nature and solid-like nature. These characteristics are affected by temperature, the presence of other materials such as oils and resins, and by pH. The hardness ions, calcium and especially magnesium, often are associated with high levels of tackiness. Polymerization of wood pitch can shift the glass transition temperature of the material, so the maximum in tackiness is also shifted to a higher temperature.

Another approach used by some manufacturers of products that contain mechanical pulps is to add alum very early in the process. The purpose apparently is to keep the pitch-like material associated with the fibers, rather than allow it to float freely in the process water.

Use of an efficient retention aid program often can help to minimize pitch problems by keeping tacky materials associated with the long fibers. Freely floating pitch particles have the potential to self-agglomerate in the white water system. Also they will tend to fill the wet-press felts when they are squeezed out of the paper web, except if they are well bound to fibers with retention aid polymers.

Some further information can be found in two essays titled Does Pitch Have Your Attention?”, and “Pitch and Stickies, A Chemist’s View”.

References

Allen, L. H., Cavanagh, W. A., Holton, J. E., and Williams, G. R., “New Understanding of Talc Addition May Help Improve Control of Pitch,” Pulp Paper 67 (13): 89 (1993).

Anon., “A Primer on Pitch Problems,” Tappi 62 (4): 20 (1979).

Dreisbach, D. D., and Michalopoulos, D. L., “Understanding the Behavior of Pitch in Pulp and Paper Mills,” Tappi J. 7 (9): 19 (1989).

Gill, R. I. S., “Chemical Control of Deposits – Scopes and Limitations,” Paper Technol. 37 (6): 23 (1996).

Hubbe, M. A., Rojas, O. J., and Venditti, R. A. (2006). “Control of tacky deposits on paper machines – A review,” Nordic Pulp Paper Res. J. 21(2), 154-171. DOI: 10.3183/npprj-2006-21-02-p154-171

Kowalski, A., Bouchard, D., Allen, L., Larin, Y., and Vadas, O., “Pitch Expert. A Problem-Solving System for Kraft Mills,” AI Mag. Fall 1993, 81.

Not permeable enough)

Some confusion regarding paper porosity issues can arise due to different ways of measuring and defining porosity. Many papermakers rely upon Gurley Densometer tests to evaluate the porous nature of paper (TAPPI Method T460). Gurley numbers tend to increase with decreasing air-permeability of the paper, since what one is measuring is the time required for a selected volume of air to leak through a defined area.

AIR-PERMEABILITY TOO HIGH

Suppose that the air-permeability of the paper is too high (i.e. low Gurley Densometer value). Papermakers know intuitively that they can solve this problem by greatly increasing the basis weight, but they also know that it would be very difficult for them to stay in business with such an approach. Rather, they would prefer to use something cheap and effective that will allow them to make the paper less porous without excessively changing other properties such as apparent density, strength, or smoothness. Increased refining usually results in a denser, less porous sheet. By contrast, high permeability can be expected especially if the furnish consists mainly of relatively coarse fibers and a relatively low level of fiber fines. These are some of the same conditions that yield high freeness, and you can expect there to be a fairly strong correlation between water-permeability during formation and air-permeability of the final sheet.

Extremely non-uniform paper is likely to have excessively high air-permeability, since air is expected to move preferentially through the thin areas. This kind of problem ought to be readily apparent if one holds paper up to the light. Some moderate degree of fiber flocculation can be considered “normal,” so it is important to compare the product with a standard sample that was prepared under the same general conditions of furnish solids and forming equipment. One of the common causes of excessive flocculation of fibers in paper is excessive use of very-high-mass acrylamide copolymers, that is, retention aids. Solutions can include either reducing the dosage of retention aid treatment or moving the addition point to the upstream side of a pressure screen. Factors affecting formation uniformity are discussed in more detail elsewhere in this guide.

While you are in the process of holding that paper sample up to the light, it is worth also paying attention to whether there are significant numbers of pin-holes.

Practical mechanical measures to decrease air-permeability include (a) increased refining, (b) increased wet-press loading, (c) increased calendering, (d) reduced internal sizing to allow more uptake of size-press starch, and (d) increased size-press starch viscosity to achieve a better film.

The wet-end additive that comes the closest to being a possible remedy for high air-permeability is delaminated clay. Delaminated clay has a highly plate-like structure that has the potential to either block air passages or increase the length of the path that air must take to get through the paper.

Some of the most promising ways to decrease air-permeability through paper involve surface applications. To maximize the effect of size-press starch, with respect to sealing the paper, it makes sense to take measures that tend to hold the starch out at the paper surface. Such measures include internal sizing, increasing the solids content or viscosity of the starch solution, and the use of film-applicator types of size press. In addition, one can add certain copolymers to the formulation. Sodium alginate (from seaweed), polyvinyl alcohol, styrenemaleicanhydride (SMA), and similar copolymers are often found to decrease the air-permeability of paper to a greater degree than starch alone.

Delaminated clay added at the size press can be expected to make the paper less permeable, though the use of minerals at the size press depends on having suitable equipment and procedures.

Those who are familiar with the properties of coated papers will recognize that coated paper is much less air-permeable than typical grades of uncoated papers. So, in a gross sense, the coating process can be seen as a solution to high air-permeability. An even more aggressive approach is to laminate the paper with polyethylene or other films, as in the case of milk cartons.

AIR-PERMEABILITY TOO LOW

The first thing to consider doing if the air-permeability of paper is too low is to back off on refining. Also back off on any of the measures that were mentioned in the paragraphs immediately above. In theory one can make paper more air-permeable by fractionating the furnish to remove the fines; however it is then necessary to find another use for the fines.

The combinations of wet-end additives that are likely to have the greatest effects in making paper more air-permeable, especially if the paper web is evaluated before the size press and calender stack, fall under the category of microparticle systems. The net effect of such treatments can be viewed in terms of an increased fiber-to-fiber friction within the papermaking furnish. The idea is that during the forming process the fibers remain in contact where they first touch, and they do not slide past each other as much as they would in the absence of treatment. Whether or not this mechanism is accurate, the results seem to be consistent with this description.

References

Baker, C. F., “Good Practice for Refining the Types of Fiber Found in Modern Paper Furnishes,” Tappi J. 78 (2): 147 (1995).

Han, S. T., “Compressibility and Permeability of Fiber Mats,” Pulp Paper Mag. Can. 70 (5): 65 (1969).

Knauf, G. H., and Doshi, M. R., “Calculation of Aerodynamic Porosity, Specific Surface Area, and Specific Volume from Gurley Seconds Measurements,” Proc. TAPPI 1986 Intl. Process and Materials Quality Eval. Conf., 33 (1986).

Low, Variable, High)

Before taking action to increase the retention efficiency of fine particles during the formation of paper, it is worth taking some time to consider the relative importance of this issue. None of your customers will ever call you up and complain that your first-pass retention was too low when you produced their order. Rather, your customers will focus on attributes such as brightness, strength, dust, wrinkles, and wavy edges – attributes that affect the end-use of the product. Furthermore, most modern paper machine systems are well equipped with save-alls, so relatively few fiber fines may leave with the wastewater, even if the retention efficiency in the forming section is very poor.

But there are some key advantages of maintaining moderately good to excellent retention efficiency. Perhaps the most critical cases are those in which a reactive additive, such as ASA size, has been added to the furnish. If such additives are not retained during the first pass, it can be expected that a measurable fraction will have decomposed by the time the same process water has been cycled back to the headbox. Moderate use of retention aids tends to keep the paper machine system cleaner by lowering the amounts of fines and pitch-like particles or emulsion droplets that are floating freely in the process water. By keeping many of the fines bound to the surface of fibers, the resulting paper tends to be more uniform in the thickness direction, especially in the case of Fourdrinier paper machines. Finally, a high level of fiber fines recirculated back to the headbox tends to make the basis weight harder to control; any small changes in retention efficiency can be expected to cause momentary maxima and minima in basis weight, requiring correction by the process control system. A moderate level of retention aid treatment helps keep such fine material bound to the fibers, eliminating some of the potential for short-term swings in basis weight.

The definition of first-pass retention (FPR) is 100% times the difference between the headbox consistency and the white water consistency, all divided by the headbox consistency. There is no such thing as “bad” retention, but sometimes papermakers decide to aim for a higher value of FPR for some of the reasons outlined above. Values of FPR higher than 90% are common during production of paperboard grades, while FPR values as low as 50% may be “normal” on a certain twin-wire former producing newsprint paper.

LOW FIRST-PASS RETENTION

Suppose that it has been decided to increase the first-pass retention on a certain paper machine. The most likely short-term answer is “increase the addition level of retention aid.” A secondary answer may be to work with a retention aid supplier to identify a more effective additive or combination of additives, dependent on your furnish conditions and process equipment.

Let’s briefly review some of the common materials used as retention aids and how they work. For simplicity, let’s imagine a hypothetical paper machine system in which no chemical additives are being used initially. The first thing that one might consider adding is something like aluminum sulfate (papermakers’ alum) or polyaluminum chloride (PAC). Such additives act by neutralizing the excess anionic charges at the surface of fibers and fines. In the absence of repulsive electrical forces, the solid particles can stick together by weak van-der-Waals forces (especially the London dispersion component). For a somewhat stronger effect one could treat the furnish with a high-charge cationic polymer. In addition to neutralizing some of the excess anionic charge of the solid surfaces in the furnish, such additives tend to form positively charged “patches” that can be attracted to negatively charged areas on other solid surfaces in the furnish. The next class of additives to consider are what are commonly known as retention aids. The most widely used retention aids are very-high-mass copolymers of acrylamide. They may be either cationic (positively charged) or anionic (negatively charged). Experimental results suggest that these retention aids act by forming molecular bridges between adjacent surfaces in the furnish. Finally, one can consider the use of microparticulate additives, which are typically added last to the system, downstream of the retention aid addition point, and usually right after the furnish has passed through a set of pressure screens to redisperse the fibers. The microparticles generally have a strong negative surface charge, high surface area, and tiny size, usually with the smallest dimension in the range of 1-20 nm. Evidence suggests that the microparticles function by interacting with the very-high-mass retention aid molecules or cationic starch molecules, causing the large molecules to contract.

Because there are so many choices of retention aid additives, dosage considerations, and addition point choices, it is recommended that trials be conducted with the help of a supplier of the chemicals. Initial tests can be carried out in the lab, though it is still most useful to run the tests with fresh, hot furnish from the paper machine.

Unexpectedly low values of first-pass retention can result from a variety of system changes. For instance, it is possible that the particle size of the mineral filler has decreased, so the total surface area that is available to take up retention aid molecules has increased. Since the surface area of fillers tends to be much higher than the same mass of cellulosic material, the effect may be equivalent to a reduction in the amount of retention aid being added. The same effect can happen due to other changes that increase the specific surface area of the furnish, i.e. increased refining or an increase in the ratio of hardwood to softwood fibers, etc.

Some things to check if the retention is unexpectedly low include (a) the flow of retention aid, including the accuracy of the meter, (b) the concentration of the additive in the preparation tank, (c) whether there are undissolved solids in the retention aid supply container, make-down system, or caught in a canister-type filter, (d) whether a canister-type filter is clogged. In the case of acidic papermaking conditions retention efficiency usually can be improved by increasing the pH at least as high as 4.5 or higher by NaOH or sodium aluminate and by using enough alum, e.g. 10 to 30 lb/ton in different cases.

Sometimes retention aid efficiency is hurt by the presence of interfering substances. For example, anionic colloidal materials in the furnish are known to have a very bad effect on the performance of cationic acrylamide copolymer retention aids. The anionic colloids can include such substances as wood pitch, carry-over of black liquor in the case of unbleached kraft paper production, carry-over of oxidized hemicellulose byproducts in the case of bleached kraft paper production, dispersants present in coated broke, anionic direct dyes in the case of deep color paper production, and dispersants in certain slimacides. This list is probably far from complete, but it includes some of the most common culprits. One approach to overcome some of these problems is to improve the efficiency or washing stages or avoid over-use of the offending materials. Another approach is to treat the furnish with a sufficient quantity of soluble aluminum product or high-charge cationic polymer to partly neutralize the negative charges in the system.

VARIABLE RETENTION EFFICIENCY

Additional measures may be appropriate if the retention efficiency varies over time. The best approach is to try to identify the root cause of the variation. For instance, does retention efficiency always get worse when the proportion of coated broke entering the system increases? Does it get worse only when the paper grade is changed to a lower basis weight? Do the cycles have anything to do with the preparation cycle of batches of retention aid copolymer? Is there a problem of unsteady water pressure, that may affect the delivery of retention aid polymer to the addition point? You also can review some of the factors mentioned in the previous paragraphs when considering what might be responsible for observed changes in retention. Once the root cause is identified, it is often possible to make changes to smooth out or reduce the variations.

A more aggressive approach is to practice online control of white water consistency. Devices are available from several suppliers for continuous measurement of white water consistency, usually based on optical principles. Frequent calibration of such equipment is required, and a lot of attention needs to be paid to what is happening at the point where the white water sample is being collected. The signals from the sensing device can be used to control the dosage of a very-high-mass acrylamide copolymer. Successful operation of an online retention control system can yield substantial benefits. In addition to keeping the retention level almost constant, it can be expected that the basis weight and paper properties also will remain within tighter limits.

An additional layer of online control can be beneficial if there are large variations in the cationic demand. Studies have shown cases in which in the efficiency of retention aid polymers were highly correlated with such variations. Online control of excess charge in the white water, or further back in the system, have the potential to overcome such effects.

RETENTION EFFICIENCY TOO HIGH

Papermakers almost never complain that the first-pass retention on their paper machine is too high, but they do complain about poor formation uniformity. If the paper has a higher than necessary degree of fiber flocculation, then it may be a good idea to cut back on the retention aid dosage. To avoid causing a web break it is usually a good idea to change retention aid dosages gradually over several minutes. As a courtesy, it is a good idea to alert the crew member responsible for adjusting the draws on the paper machine web, since large changes in retention efficiency have the potential to make the paper web go tight or slack.

References

Aloi, F. G., and Trsksak, R. M., “Retention in Neutral and Alkaline Papermaking,” in J. M. Gess, Ed., Retention of Fines and Fillers during Papermaking, TAPPI Press, Atlanta, 1998, Ch. 5, p. 61.

Beck, M. W., “The Importance of Wet End Equipment and its Influence on Retention,” in J. M. Gess, Ed., Retention of Fines and Fillers during Papermaking, TAPPI Press, Atlanta, 1998, Ch. 7, p. 129.

Doiron, B. E., “Retention Aid Systems,” in J. M. Gess, Ed., Retention of Fines and Fillers during Papermaking, TAPPI Press, Atlanta, 1998, Ch. 8, p. 159.

Hubbe, M. A., “Retention and Hydrodynamic Shear,” Tappi J. 69 (8): 116 (1986).

Hubbe, M. A., Nanko, H., and McNeal, M. R. (2009). Retention aid polymer interactions with cellulosic surfaces and suspensions: A Review,” BioResources 4(2), 850-906. DOI: 10.15376/biores.4.2.850-906

Isogai, A., Kitaoka, C., and Onabe, F., “Effects of Carboxyl Groups in Pulp on Retention of Alkylketene Dimer,” J. Pulp Paper Sci. 23 (5): J215 (1997).

Jaycock, M. J., and Swales, D. K., “The Theory of Retention,” Paper Technol. 35 (8): 26 (1994).

Lancaster, E. P., “Retention: Definitions, Methods, and Calculations,” in J. M. Gess, Ed., Retention of Fines and Fillers during Papermaking, TAPPI Press, Atlanta, 1998, Ch. 1, p. 3.

Maltesh, C., and Shing, J. B. W., “Effects of Water Chemistry on Flocculant Makedown and Subsequent Retention and Drainage Performance,” Proc. TAPPI 1998 Intl. Environ. Conf., 227 (1998).

Strazdins, E., “Surface Chemical Aspects of Polymer Retention,” Tappi 57 (12): 76 (1974).

Hold-out, Surface Strength)

The purpose of a size press on a paper machine is to apply a solution of starch or other material onto the surface of the dry paper, after which the paper is dried again. Usually the main role of the applied material is to increase the surface strength of the paper. Other benefits can include reduced dusting tendency, increased stiffness, and reduced air-permeability. Papermakers also can add copolymers such as styrenemaleic anhydride (SMA), styrene acrylates (SA), or urethane copolymers to size-press starch if they want to achieve increased resistance to liquids or higher levels of surface strength.

WEB BREAKS AT THE SIZE PRESS

Because the surface of a paper web is re-wetted at a size press, there tends to be an increased possibility that the web will break. The likelihood of web breakage is considerably greater if the size press is of the traditional “puddle” type, in which the paper comes into contact with a bulk phase of starch solution. Many modern paper machines, especially those producing printing papers, are fitted with film-applicator size presses. In such size presses the starch is metered onto a transfer roll by means of a blade, smooth roll, or grooved roll. In all cases there is a danger that absorption of water into the paper will weaken the paper to such an extent that the web breaks – especially if there is a preexisting weak point or hole in the sheet. It is worth noting that excessive rewetting of the paper web at the size press also can result in dimensional stability problems in the finished paper. This may show up as register problems during printing, in a mottled appearance of print images, or in image deletions in the case of xerographic printing.

Important variables, with respect to avoiding size press breaks, include the level of hydrophobic sizing, the moisture content of the paper entering the size press, and the overall quality and dry-strength of the sheet. Since the exposure of paper to size press solution happens very quickly, a low to moderate treatment with an internal sizing agent such as alkenylsuccinic anhydride (ASA), alkylketene dimer (AKD) or a rosin product ought to be sufficient. Papermakers often rely on ink-penetration tests, such as the well known HST test, to predict whether a sheet has a sufficient level of sizing to run well through their size press equipment. In critical cases it may be important to collect samples of paper before the size press – perhaps during threading of the machine – to be able to evaluate the pre-size-press resistance properties of the paper. Baseline data from such tests can be useful when papermakers are working to solve future issues related to size press runnability.

The importance of web moisture before the size press can be appreciated by anyone who has tried to clean up a kitchen spill with a very dry cellulosic sponge. Usually much better results can be achieved if the sponge is first wetted and wrung out before it is used to clean up the spill. In the same way, a paper web with higher moisture is likely to pick up more size press solution, compared to an over-dried web. However, it is important to keep in mind that papermakers often over-dry paper before the size press in order to overcome moisture streak problems, to cure AKD size, and various other reasons. In some cases over-drying of the web before the size press will decrease web breaks. The down-side of such an approach is that the paper will tend to become more brittle, compared to paper that is dried only down to a moisture content of 5 to 9%, i.e. the natural moisture content of paper at a typical level of relative humidity.

If size-press breaks don’t appear to be related to excessive rewetting of the paper, some other factors to consider are the presence of holes, deposits, or spots in the web. More information about those factors is given elsewhere in this site.

The degree to which size press starch is held out at the surface of paper depends on many factors, some of which are related to wet-end additives. Excessive penetration of the starch into the interior of the sheet can hurt the dimensional stability of the paper, and it can greatly reduce the effectiveness of the starch in terms of surface strength, reducing the air-permeability of the sheet, and increasing stiffness. On the other hand, a base sheet that allows more penetration of starch solution can be expected to show greater increases in internal bond strength, and the amount of starch solution taken up at the size press tends to be greater.

TOO MUCH PENTRATION

Many of the measures that papermakers use to increase the hold-out of starch at the size press are the same measures that they use to minimize size press breaks of the paper web. These include increasing the levels of hydrophobic sizing agents added to the furnish.

Denser paper sheets have greater resistance to penetration by hot starch solutions, compared to lower-density sheets, but papermakers seldom have the option of varying the density of their products outside of strict limits. What they can do more often is to employ strategies to form structures with smaller air-spaces, cracks, and channels available for fluid flow. Aqueous polymer solutions resist passage through small capillaries; the pressure required to maintain a given average velocity of flow through a cylindrical capillary is inversely proportional to the square of the pore diameter or radius. This means that it is theoretically feasible to create bulky paper, full of air spaces, and still resist liquid penetration, by the use of high surface area materials. These materials would include such things as groundwood fibers, highly refined kraft fibers, structured fillers such as small scalenohedral calcium carbonate particles, and lots of fiber fines. One thing to keep in mind, however, is that the relatively high surface areas required for such a strategy imply that the dosages of sizing agents needed to cover those surfaces also will tend to be higher.

Some practical measures to increase the hold-out of size-press starch include increasing the solids content and viscosity of the starch solution and switching to a type of size-press starch tending to stay out at the surface. An example of the latter is cationic size-press starch.

LOW PENETRATION OF SIZE-PRESS STARCH

To encourage greater penetration of size-press starch, one needs to do the reverse of various things mentioned above. Internal sizing treatments should be reduced. Refining of kraft fibers might be reduced as well, depending on the constraints of strength specifications. The moisture of the paper going into the size press could be increased.

VARIABLE PENETRATION OF SIZE-PRESS STARCH

One of the key things to suspect, if uptake or penetration of size press starch is highly variable, is that the internal sizing of the sheet is not constant. Variations in sizing efficiency might be due to problems with the additive itself, with its retention in the paper, with large variations in the area of filler and fines in the furnish, or with large variations in the amounts of surface-active materials. Most of these possibilities can be tested. Some relevant tests to be carried out over several days or weeks would include assays of the “percent active” sizing agent in the formulation being added to the machine, tests of the pre-size-press sizing response, tests of white water consistency, headbox or machine chest furnish ash determinations, headbox or machine chest furnish fines determinations, and surface tension measurements of the process water. Once the key factors have been narrowed down, the options would include either (a) minimizing variations of those factors, or (b) compensating by varying the dosage of sizing agent, or other suitable variables.

References

Brungardt, B., “Improving the Efficiency of Internal and Surface Sizing Agents,” Proc. 83rd Annual Meeting, Tech. Section CPPA, B109 (1997).

Cushing, M. L., “Surface Sizing,” in J. P. Casey, Ed., Pulp and Paper Chemistry and Chemical Technology, 3rd Ed., Vol. III, Wiley-Interscience, New York, 1980, Ch. 20, p. 1667.

Dill, D. R., “Control and Understanding of Size Press Pickup,” Tappi 57 (1): 97 (1974).

Fineman, I., and Hoc, M., “Surface Properties, Especially Linting, of Surface-Sized Fine Papers,” Tappi 61 (5): 43 (1978).

Hoyland, R. W., and Howarth, P., “Practical Use of the Size Press,” Paper Technol. 13 (2): 38 (1972).

Kane, T. G., “Polyvinyl Alcohol/Starch Sizes Can Reduce Pulp Costs for Fine Paper,” Pulp Paper 52 (2): 125 (1978).

Tompkins, T. W., and Shepler, J. A., “Combination Sizing. The use of Synthetic Surface Size with an Alkaline Internal Size,” Proc. TAPPI 1991 Papermakers Conf., 191 (1991).

Walter, J. C., “Handling, Circulation, and Filtering in Metering Size Press Installations,” TAPPI J. 81 (11): 95 and (12): 68 (1998).

Acidic, AKD, ASA, Rosin, Self-sizing, Size reversion, Variable sizing)

The purpose of internal sizing is to resist the penetration or spreading of liquids through or on paper. The subject is complicated by the fact that there are several very different kinds of chemical treatments to make paper fluid-resistant, there are widely different kinds of liquids with which the paper may interact, and sizing is affected by many different variables at the wet end of the paper machine. For a more detailed description of various aspect of sizing technology, the reader is encouraged to look up some of the references at the end of this section. For simplicity, we will assume that the fluid of interest is water or an aqueous solution.

The primary wet-end additives for decreasing the penetration or spreading of aqueous solutions through or across paper are known as internal sizing agents. Some separate comments will be provided in later paragraphs regarding three major product categories of internal sizing agents, alkenylsuccinic anhydride (ASA), alkylketene dimes (AKD, and rosin. But to begin with, it can be useful to keep in mind the following key factors upon which all of these products depend for their efficient use:
1. The sizing formations, before they are added to the system, need to be in a well dispersed form.
2. The formulations need to become well mixed with the fiber furnish so that the material can be relatively uniformly distributed onto the solid surfaces.
3. The sizing agents, together with any fines to which they are attached, need to be retained in the paper at the forming section. Retention efficiency is particularly important in those cases where sizing agents gradually become converted to a less active or inactive form during exposure to the furnish. This is especially important in the case of ASA size, but it also can be important for the performance of AKD or in the case of rosin acid emulsion sizing products when the pH is higher than about 6.
4. For the most efficient sizing, individual molecules of sizing agent need to be distributed over the surfaces of solids in the paper. Though there may be a limited ability of some sizing agents to spread in liquid form over the surfaces to which they are attached, evidence suggests that vapor phase transport during the drying of paper is critical for sizing with ASA, AKD, and emulsion-type rosin products.
5. The sizing agent molecules need to be anchored and oriented on the fiber surface. In the case of ASA this appears to involve a curing reaction in which the anhydride reacts with hydroxyl groups on the fiber surface to form an ester. In the case of AKD there has been some dispute about the mechanism. The ketene dimer structure appears to be well suited for distribution of the product over the paper surface, but it is not clear how much of it is able to form ester bonds. Rosin products are most effective when they are able to form insoluble aluminum compounds. In the case of rosin soap products, these compounds are formed near to the point of addition of the rosin or alum. In the case of rosin acid emulsion products, the aluminum rosinate compounds mainly are formed during the drying of the paper.

TOO LITTLE RESISTANCE TO WATER

Some factors that can cause inadequate resistance to penetration or spreading of aqueous liquids through and across paper include (a) the presence of large pores due to low paper density or the presence of coarse fibers, (b) pin-holes, possibly due to entrained air, (c) an inadequate dosage of sizing agent, (d) premature decomposition of the sizing agent, especially if it is stored too long or if it remains in contact with hot furnish too long because of low retention efficiency, (e) the presence of surface-active materials, as in the case of nonionic surfactants used in deinking of paper, (f) inadequate drying of the paper to achieve full cure, especially in the case of AKD size, (g) unexpectedly high level or surface area of minerals, especially in the case of precipitated calcium carbonate products, (h) inadequate amount of soluble aluminum additives, if one is using a rosin-based sizing agent (should be at a ratio of about 1.5:1 alum on the mass of size, in addition to the amount of alum needed for such purposes as charge neutralization of the furnish), (i) an inadequate amount of cationic starch (should be at a ratio of about 3:1 on sizing agent) during formulation of the ASA emulsion.

Some strategies to increase the effectiveness of liquid hold-out parallel the list just given. To reduce the average pore size in a sheet of paper made from kraft fiber, it makes sense to increase the level of refining. Though pin-hole problems often can be solved by increasing the use of a defoamer, it is important to proceed with caution. Defoamers usually contain surface-active materials, and these tend to work against the hydrophobic action of internal sizing agents. Fortunately, there are many defoamer products that have minimal impact on internal sizing.

In the case of ASA sizing, some special strategies can be used to make the process work as efficiently as possible. Strategies to minimize the extent of decomposition of the sizing agent include (a) delivery of the emulsion to the process immediately after it is formed, without using any holding tank, (b) cooling the solution of cationic starch before it is used to emulsify the ASA, (c) buffering the cationic starch solution into the acidic range by adding alum or adipic acid, (d) adding the product relatively late in the process, usually after the hydrocyclone cleaner system, and (e) employing an effective retention aid system. The addition of at least a small amount of soluble aluminum product to the system has been shown to improve the efficiency of ASA sizing and to minimize ASA hydrolyzate deposit problems.

In the case of AKD the most critical issues usually relate to retention and curing. The lower reactivity of AKD, compared to ASA, makes it feasible for suppliers to deliver AKD in a ready-to-use formulation. It also is feasible to add AKD as far back in the system as the outlet from the machine chest, into the stuff box, or at the inlet to the fan pump. Sometimes these strategies help to retain a larger proportion of the sizing agent onto the surfaces of long fibers, for which the first-pass retention is near to 100%. Although the curing of AKD usually is favored by the presence of carbonate alkalinity, it does not follow that sizing is favored by high levels of calcium carbonate mineral. Rather, it has been found that association of AKD onto calcium carbonate surfaces tends to yield temporary sizing, which can revert over time. The effect seems to be more significant when using precipitated calcium carbonate products, which tend to have higher surface areas and higher pH values than ground calcium carbonate products. Separating the addition points of the filler and the sizing agents, either by time or by the addition of cationic starch, may help to minimize this kind of problem. Some AKD size products contain cationic resins that seem to act as cure promoters or size retention promoters.

In the case of rosin emulsion products it is important to have sufficient soluble aluminum additive to the system so that the size will have something to cure onto when the molecules are vaporized and recondensed in the dryer section. The alum can do double-duty as a retention aid for the rosin. It is most common to use a “reverse” addition order, in which the alum is added first. The elapsed time between addition of the aluminum product and the sizing agent ought to be as short as practical, except that the first additive should be well mixed with the furnish before the second is added. Such an order of addition tends to favor the formation of rosin-aluminum compounds, rather than the undesired formation of rosin-calcium salts in the case of rosin molecules that are present in their carboxylate form.

The ideal conditions for curing of rosin emulsion products is generally in the pH region that favors formation of oligomeric, highly cationic and flocculated forms of alum or poly-aluminum chloride (PAC), i.e. 4.5 < pH < 6. However, conditions of high temperature and pH will tend to saponify the rosin prematurely, which is not desirable. In order to “push” rosin system to work at pH values above 6, papermakers use such strategies as (a) careful premixing the emulsion size with PAC, an approach that would not be wise at lower pH values, (b) adding the formulation very late in the process and aiming for very high retention, and (c) using specialized rosin products; for instance some rosin esters may be used in place of some of the rosin acid in the formulation.

Rosin soap sizing generally works best at rather low pH values of about 4 to 4.5, or perhaps as high as 5. If the process water is relatively soft (calcium ion content below 50), it has been usual practice to add the rosin before the alum, the so-called “forward” order of addition. However, if the water is relatively hard, it is still better to add the alum ahead of the rosin soap size to minimize the formation of calcium rosinate. Good agitation after the point of addition of the rosin will help form very small particles of aluminum rosinate, which can help make the process more efficient.

If there is already a lot of size product being put into the product, and there doesn’t seem to be anything the matter with any of the additive systems, try to find out what is happening to what has been added. Are there any accumulations of material that might be sizing agent in the wet presses, driers hoods, or in deposits elsewhere in the system? Is there more foam than usual? Such observations may point to a root cause.

VARIABLE SIZING

Factors that are likely to cause variability of sizing are some of the same factors that can cause shifts in retention efficiency and other changes in the wet end. One needs to find out whether changes in water resistance of the paper or in the demand for sizing agent can be correlated to other cycles in the system. For instance, there may be episodes of increased levels of surface-active materials that act as anti-sizing agents. Such materials may include black liquor carry-over, components of coated broke formulations, nonionic surfactants from deinking operations, components of dye formulations or slimicide formulations, and various anti-foam surfactants. The amounts or the surface area of filler may be cycling up and down, or maybe there are instabilities in the retention aid system. It is also possible that variations in the cationic demand of the furnish are causing cycles in retention efficiency, which are also affecting sizing efficiency. It may help to review some of the key factors mentioned in the previous subsection about different classes of sizing agent.

REVERSION OF SIZING

Size reversion can be defined as a decrease in fluid resistance over time, as paper is stored or shipped. The effect can be observed occasionally in most kinds of sized paper, but it is most prominently noted in alkaline paper with AKD or ASA sizing agents. This makes sense, since these systems generally contain less sizing agents to begin with, and there tends to be a strong threshold effect. In other words, no sizing effect is observed at dosages up to about 1.5 lb/ton, depending on the furnish, and thereafter the sizing effect increases sharply. It makes sense that changes over time can have the effect of shifting the threshold level to higher values of size treatment. As noted earlier in this section, reversion of AKD sizing often can be reduced by minimizing the contact between sizing molecules and calcium carbonate. Strategies that can be used to achieve this include (a) greater separation of the addition points for AKD formulation and calcium carbonate filler, (b) reducing the surface area of the filler or switching to ground calcium carbonates, especially chalk, or (c) reducing the filler level.

Rosin sizing may be unstable in some cases if there is insufficient interaction with alum. This situation is most likely to be encountered when using rosin emulsion products. Though the emulsion products have the advantage of retaining their fluidity until the point of cure in the dryers, they have the disadvantage that there is very little time for the molecules to encounter and interact with precipitated aluminum compounds on the fiber surfaces. Such a situation can be improved by practices that ensure an even distribution of finely divided rosin emulsion particles over the fiber surfaces, in the presence of an adequate amount of alum or PAC treatment. If the paper is stored in a hot roll, the size appears to partially evaporate from the hot areas and recondense in the cooler zones of the paper.

UNDESIRED SIZING and SELF-SIZING

The term self-sizing has been most often used to describe an effect that happens in relatively high-yield furnishes, such as newsprint or corrugating medium. The paper or board may have a low ability to hold out aqueous liquids when it is first made. However, the paper becomes more hydrophobic during storage, especially at high temperatures. The effect has been attributed to migration of rosin acid molecules that were naturally present in the softwood fibers in the furnish. Papermakers sometimes add surface-active agents (wetting agents) to overcome self-sizing effects in cases where this factor is important. Also it may be important to eliminate soluble aluminum additives when producing products such as paper towels, which are intended to be highly absorbent.

More ideas about optimizing of the degree of hydrophobic size treatment can be found in an essay that is titled “Right Sizing.”

References

Bartz, W. J., Darroch, M. E., and Kurrle, F. L., “Alkylketene Dimer Sizing Efficiency and Reversion in Calcium Carbonate Filled Papers,” Tappi J. 77 (12): 139 (1994).

Bottorff, K., “AKD Sizing Mechanism: a More Definitive Description,” Tappi J. 77 (4): 105 (1994).

Chen, G. C. I., and Woodward, T. W., “Optimization of Alkenyl Succinic Anhydride Emulsification and Sizing,” Proc. TAPPI 1986 Papermakers Conf., 37 1986).

Colasurdo, A. R., and Thorn, I., “The Interactions of Alkylketene Dimer with Other Wet-End Additives,” Tappi J. 75 (9): 143 (1992).

Hodgson, K. T., “A Review of Paper Sizing using Alkylketene Dimer versus Alkenylsuccinic Anhydride,” Appita 47 (5): 40 (1994).

Hoyland, R. W., and Neill, M. P., “Factors Affecting the Frictional Properties of Paper – the Effect of AKD Neutral Size,” Paper Technol. 42 (3): 45 (2001).

Hubbe, M. A., “Wetting and Penetration of Liquids into Paper,” in Encyclopedia of Materials Sci. Technol., Elsevier, Oxford, 2001.

Hubbe, M. A. (2007). Paper’s resistance to wetting – A review of internal sizing chemicals and their effects,” BioResources 2(1), 106-145. DOI: 10.15376/biores.2.1.106-145

Hubbe, M. A. (2014). Puzzling aspects of the hydrophobic sizing of paper and its inter-fiber bonding ability,” BioResources 9(4), 5782-5783. DOI: 10.15376/biores.9.4.5782-5783

Ito, K., Isogai, A., and Onabe, F., “Rosin-Ester Sizing for Alkaline Papermaking,” J. Pulp Paper Sci. 25 (6): 222 (1999).

Kitaoka, T., Isogai, A., and Onabe, F., “Sizing Mechanism of Emulsion Rosin Size-Alum Systems,” Nordic Pulp Paper Res. J. 12 (1): 26 (1997).

Liu, J., “Sizing with Rosin and Alum at Neutral pH,” Paper Technol. 34 (8): 20 (1993).

Marton, J., “Practical Aspects of Alkaline Sizing: Alkylketene Dimer in Mill Furnishes,” Tappi J. 74 (8): 187 (1991).

Marton, J., “Mechanistic Differences between Acid and Soap Sizing,” Nordic Pulp Paper Res. J. 4 (2): 77 (1989).

Moyers, B. M., “Diagnostic Sizing Loss Problem Solving in Alkaline Systems,” Proc. TAPPI 1991 Papermakers Conf., 425 (1991).

Ness, J., and Hodgson, K. T., “The Effects of Peroxide Bleaching on Thermo-Mechanical Pulp Self-Sizing,” Nordic Pulp Paper Res. J. 14 (2): 111 (1999).

Patton, P. A., “On the Mechanisms of AKD Sizing and Size Reversion,” Proc. TAPPI 1991 Papermakers Conf., 415 (1991).

Petander, L., Ahlskog, T., and Juppo, A. J., “Strategies to Reduce AKD Deposits on Paper Machines,” Paperi Puu 80 (2): 100 (1998).

Savolainen, R. M., “The Effects of Temperature, pH, and Alkalinity on ASA Sizing in Alkaline Papermaking,” Proc. TAPPI 1996 Papermakers Conf., 289 (1996).

Strazdins, E., “Paper Sizes and Sizing,” in D. F. Zinkel and J. Russell, Eds., Naval Stores, Pulp Chemicals Assoc., New York, 1989, Ch. 16, p. 575.

A very broad definition of slime would include a wide range of issues resulting from bacterial and fungal growth in a paper mill system. The aqueous environment in a paper mill tends to be almost ideal for the growth of slime. There is usually a lot of food in the form of starch products, various sugars from the wood, and nitrogen and phosphorous from some of the additives. In some parts of the system there may be a lot of aeration, but in other parts of the system there may be a lack of oxygen, favoring the growth of anaerobic bacteria. Though some bacteria have distinct preferences for higher or lower temperatures or pH values, the general consensus among single-celled organisms is that a paper machine system is a fine place to live.

But there is just one problem with life as a slime organism in a paper machine system. The operators like to use slimacides and other strategies to minimize slime growth. Papermakers tend to be especially interested in using slimacides chemicals in cases where slime growth involves sessile organisms, those that remain attached to surfaces.

To start from the beginning, it is usually recommended to suitably treat each incoming stream to the paper machine system to avoid inoculation of the process water with bacteria or fungi. For example, fresh surface water needs to be chlorinated or otherwise disinfected before it is brought into the system. Various proprietary biocides can be added to starch formulations, filler slurries, and chemical mixtures to prevent slime growth.

The kind of biocide strategy for addition to the wet-end furnish as a whole depends on the type of furnish. In the case of bleached kraft furnish it makes sense to add chlorine dioxide, a strong oxidizing agent often used as a bleach. Trials are needed to find the right dosage that will give a residual concentration of the order of magnitude of 1 ppm so that the slime problems are controlled without causing excessive degradation of dyes, starch, and other polymers. In the case of high-yield or unbleached kraft pulps it makes more sense to rely completely on toxic biocides. Supplier recommendations and trials can be used to select a product and dosage that has the needed effect on both bacteria and fungi at the prevailing conditions of temperature and pH.

To save costs it often makes sense to use intermittent treatments with biocides. The idea is to add enough material to exceed the threshold concentration needed to kill the organisms. Then the treatment can be cut off during the time it takes for the population to begin to recover. The downside of this approach is that it sometimes causes cycling of the performance of other additives such as retention aids or sizing agents. Some compromises in the kinds of additives, the dosages, and the cycling frequencies may be needed in order to avoid such interferences.

The development of anaerobic bacteria becomes much more likely if there are significant amounts of deposited materials in areas such as white water chests or in the headbox. The accumulation of deposits can be slowed down by the effective use of retention aids to keep the fine materials bound to fibers. Dead spaces in chests sometimes can be avoided by proper agitation.

Periodic wash-ups (“boilouts”) with alkaline or acidic surfactant solutions should be scheduled, depending on how quickly the system becomes dirty. Some indications that the system is becoming loaded with an unacceptable level of bacterial slime include (a) unpleasant odors, especially if there are sulfur-type odors, (b) a slippery feeling of wetted surfaces in the system, (c) holes in the product, especially if they occur at random locations in the web, (d) high plate counts of bacteria when diluted samples of process water are placed on growth medium in petri dishes and allowed to incubate, and (e) high levels of adenosine triphosphate (ATP) indicated by tests that are sensitive to this material.

The biggest factors affecting smoothness of paper tend to be mechanical, rather than chemical. In particular, the type and extent of calendering usually causes the largest change in paper smoothness and density as the sheet passes through the system. Smoother paper can be achieved by increasing the nip pressures in calendering and by wetting the sheet with a mist spray or wet-box application before the web passes through a nip. Increased refining also tends to yield a smoother sheet.

Since calendering makes paper denser at the same time that it makes the paper smoother, papermakers are continually wrestling with issues of trying to separate these two variables. A common approach is to try to bulk up the paper, decreasing its apparent density, so that it then can be calendered back to the desired final smoothness and caliper. Wet-end additives that have been found to be most effective for lowering the density of paper include thermomechanical pulp (TMP) fibers and structured fillers such as scalenohedral (rosette shaped) precipitated calcium carbonate (PCC) filler.

Very high levels of smoothness can be achieved by conventional water-based mineral coatings, usually applied with a blade. Uncoated products can approach similar levels of smoothness and gloss only when using specialized equipment such as supercalenders, soft-nip calendered, or highly polished Yankee cylinder dryers.

To achieve rougher paper it is first necessary to back off on calendering. One might also consider increasing the amount of coarse fibers, such as softwood TMP or kraft fibers having a low degree of refining.

References

Smook, G. A., Handbook for Pulp and Paper Technologists, Angus Wilde Pub., Vancouver, 1992, ISBN 0-9694628-1-6. [Calendering practices]

Vreeland, J. H., Ellis, E. R., and Jewett, K. B., “Substrata Thermal Molding. Part 1. A Breakthrough in the Understanding and Practice of the Hot Calendering of Paper,” Tappi J. 72 (11): 139 (1989); and “Part . Putting Theory into Practice,” Tappi J. 72 (12): 201 (1989).

Visible specks and discolored areas in paper can hurt the appearance, interfere with optical reading equipment, and also they can point to other problems on the paper machine, such as the accumulation of deposits on equipment. If you are facing problems that seem to be related to either stickie materials from recycled papers or pitch from mechanical pulps, then it is suggested that you click on the corresponding links.

The first step in overcoming problems related to spots usually is to identify the deposited material. More information is given in the section related to dirt.

In addition to materials usually categorized as “dirt,” other possible sources of spots include flakes of incompletely redispersed broke, bits of mineral scale, plastic, and agglomerates of various additives. Much of this kind of material tends to be removed by canister-type filters near to the points of preparation of additives. However, there is a substantial danger of spots if materials are able to accumulate on the surfaces within the headbox, downstream of the main pressure screens. A program of scheduled outages and cleanup of the headbox surfaces may be needed to keep the incidence of spots low. In other cases, spots may be mostly associated with bark, ink, toner, or other materials that ought to be mainly removed during preparation of the pulp. Spots also may be associated with biological growth in the water system (see slime).

References

Anon., “Identification of Specks and Spots in Paper,” TAPPI Useful Method UM 589, 1984.

Hubbe, M. A., Rojas, O. J., and Venditti, R. A. (2006). “Control of tacky deposits on paper machines – A review,” Nordic Pulp Paper Res. J. 21(2), 154-171. DOI: 10.3183/npprj-2006-21-02-p154-171

Rosenberger, R. R., “Putting the New Dirt Count Method into Perspective: A Discussion of TAPPI Method T-563,” Prog. Paper Recycling 6 (1): 9 (1996).

Soderhjelm, L., “Dirt and Shives in Pulp, International Standardization,” Paper Technol. Ind. 37 (10): 51 (1996).

Zeyer, C., Heitmann, J. A., Venditti, R., and Joyce, T. W., “Image Analysis with an Optical Scanner,” Prog. Paper Recycling 3 (3): 29 (1994).

Though the word is used to cover a variety of problems, most usually stickies are understood to involve adhesive materials coming from the reuse of waste paper pulp.

The main culprit in many problems with stickies is the polyvinylacetate (PVA) and other binders in the “pressure-sensitive” labels that have become so common in mail and throughout our society over the past couple of decades. The problem with stickies is that they cling together and tend to build up into globs or strings. They can adhere to papermaking equipment, they can fill felts, and they can make spots in the product. Because they are deformable, they cannot be completely excluded by pressure screens.

The best ways to deal with stickies include avoiding them (by selecting the kind of pulp source), removing them during deinking of the wastepaper (easier said than done), or adding enough talc to the system to overcome their tackiness. It is sometimes difficult to remove stickies by screening due to their ability to deform and become extruded through very small holes. Also, high levels of shearing action during processing of wastepaper can result in micro-stickies that are not easily retained.

Recently there has been a lot of work to understand the nature of stickies and develop more effective control strategies. For further information the following articles are recommended as a starting point.

Some further ideas can be found in two essays that are titled “A Cure for Stickies?” and “Pitch and Stickies – a Chemist’s View.”

References

Doshi, M. R., “Properties and Control of Stickies,” Prog. Paper Recycling 1 (1): 54 (1991).

Douek, M., Guo, X.-Y., and Ing, J., “An Overview of the Chemical Nature of Deposits/Stickies in Mills Using Recycled Fiber,” Proc. TAPPI 1997 Recycling Symp., 313 (1997).

Fogarty, T. J., “Cost-Effective, Common Sense Approach to Stickies Control,” Tappi J. 76 (3): 161 (1993).

Hubbe, M. A., Rojas, O. J., and Venditti, R. A. (2006). “Control of tacky deposits on paper machines – A review,” Nordic Pulp Paper Res. J. 21(2), 154-171. DOI: 10.3183/npprj-2006-21-02-p154-171

Venditti, R. A., Chang, H. M., and Jameel, H., “Overview of Stickies Research at North Carolina State University,” PaperAge 1999 (11): 18 (1999).

Wilhelm, D., K., Makis, S. P., and Banerjee, S., “Signature of Recalcitrant Stickies in Recycled Newsprint Mills,” TAPPI J. 8 (12): 63 (1999).

Variable, Too High)

Paper strength can be regarded as being a result of the strengths or individual fibers, plus the strengths of bonds between those fibers. Usually the bonds are weaker than the fibers themselves. That fact implies that it is worth paying a lot of attention to factors that affect inter-fiber bonding. It is not possible in the context of this guide to do justice to all of the many aspects of paper strength, including all of the different kinds of strength evaluation. Therefore, the reader is encouraged to follow up by reading some of the references given after this section.

DRY STRENGTH TOO LOW

The primary tools by which papermakers can increase the dry-strength properties of paper are selection or purchase of a suitable quality and type of fibers, increased refining, the use of dry-strength additives, and changing the conditions of wet-pressing (if possible, given the equipment).

The proportion of softwood kraft fibers can be increased if one wants to improve dry-strength in general, and tear strength and folding endurance in particular. Virgin kraft pulps generally have a moderate strength advantage over recycled kraft pulps of the same type, especially if freeness is held constant when making the comparison. The difference has been attributed to closing up of pores in the cell walls of the recycled kraft fibers, making them stiffer and less capable of developing bonded area. Thermomechanical pulps (TMP), especially chemithermomechanical pulps (CTMP), are noted for higher tensile strength compared to stone groundwood, since the pulping process is somewhat less destructive of fiber length.

Refining (sometimes called “beating”) can be defined as the repeated passage of wood pulp through zones of compression and shearing. Refiners usually consist of pairs of surfaces with raised metal bars that rotate relate to each other. Important variables include the energy input per unit mass of fiber (after subtracting out the energy required in the case of water alone), the rate of rotation, and the total length of bar edges encountered by fibers during one pass. The effects of refining are most often evaluated by freeness tests. This practice is somewhat unfortunate, since the reduction in rate of dewatering of the pulp is an undesired side-effect of refining, not the main goal. It has been shown that fines in the furnish, often produced during the refining process, tend to dominate the observed changes in freeness as pulp is refined. In theory it would be better to evaluate the extent of refining by measuring the strength of test sheets and by measuring the water content remaining in plugs of fiber that have been centrifuged under standard conditions (water retention value). Kraft fibers in particular are known to become more water-swollen during refining, and there is often a high correlation between water retention value and inter-fiber bond strength.

One of the first considerations in improving paper strength ought to be whether the refining conditions are at their optimum. Often there are opportunities to switch to refiner plates with a finer bar pattern, offering a lower energy input per number of bars encountered by a typical fiber (a measure of the intensity of the refining action). A finer pattern often is less energy-efficient in terms of freeness reduction, but there can be a substantially reduced tendency for fiber shortening. Rather, one achieves more of the desired effects of making the fibers more flexible and partially delaminating the outer layers, creating some fibrillation of the surfaces. It is expected that kraft fibers refined at low intensity ought to develop higher strength (especially tensile strength) compared to the same fibers refined to the same freeness at higher intensity. Some rules-of-thumb regarding optimum refining levels are given by Baker [1995].

Before turning to chemical factors, it is worth noting that wet-pressing can have a major impact on paper strength. This factor is sometimes overlooked due to the fact that papermakers generally keep wet-press nips near to their maximum practical pressure, short of crushing the sheet. A sheet that comes into a wet-press nip too wet, relative to the applied pressure may be crushed, meaning that the fiber structure created during formation is disrupted, often resulting in breaks.

There has been some debate as to whether dry-strength chemicals increase the relative bonded area within paper or whether they increase the strength of bonding per unit of bonded area. The answer can depend on some definitions. Usually relative bonded area is defined based on optical tests, comparing the light scattering coefficient of a paper sample with a corresponding sheet that was formed from an organic solvent, such as butanol. The latter sample will have almost zero strength, due to the non-swollen condition of the fibers during the formation process, the inability of hydrogen bonds to form, and the inability of cellulosic macromolecules on the adjacent surfaces to intermingle. But the optical tests cannot sense effects of distances that are less than about a quarter of a wavelength of light, e.g. about 50 nm, which is much larger than the range of a typical chemical bond (except possibly polymeric bridges in the expanded form). That means that the optically bonded area generally is expected to be much higher than the actual area of contact on a molecular level. Experiments have shown that dry-strength chemicals such as cationic starch tend to increase the strength per unit of optically bonded area to a greater extent than they increase the optically bonded area [Howard, Jowsay 1989].

Once the pulp has been refined to an optimum extent (most important variable), moderate improvements in strength can be achieved by adding chemicals (secondary effect). The most popular dry-strength additive for the wet end in the U.S. is cationic starch. Cationic versions of corn, potato, and tapioca starches usually are formed by alkaline treatment of slurries of starch grains with an epoxide chemical that contains a quaternary ammonium group. In the case of wet-end products, there is no intentional degradation of the starch molecular mass, and most wet-end starches need to be cooked before use. Batch conditions often involve about 20 minutes of stirring below the boiling point of water. Alternatively, starch can be solubilized in a jet cooker.

The optimum addition point for cationic starch is usually complicated by local situations, including the availability of inlet taps and the need to use many of those addition points for other additives. A general principle is that adsorption of dry-strength agent onto long fibers is expected to yield a greater positive effect on paper strength than an equal amount added to the fines fraction. That means that there is sometimes an advantage of mixing cationic starch with the thick stock before it is diluted with fines-rich white water at the fan pump.

Strength benefits of cationic starch and similar additives (including cationic guar gum) tend to show diminishing returns with increasing dosage. The practical upper limit of starch addition usually is related to the available surface area of the wetted solids in the furnish, and to some extent also on the amount of negatively charged carboxylate groups of those surfaces. Common practical maximum addition levels of cationic starch, depending on the nature of the furnish and the need for strength, often lie between 1% and 1.5% (20 to 30 lb/ton). Evidence that the adsorption capacity of the fiber surface for cationic starch has been exceeded often comes in the form of increased foaming. This is because starch that is in solution, rather than on fiber surfaces, can act as a stabilizer for foam bubbles.

In cases where the dry-strength effects of cationic starch alone are not sufficient, one has options of (a) using a microparticle additive that may make it possible to increase the amount of starch that can be retained and also promote faster dewatering so that the sheet can enter the wet-press section with less water and become consolidated more effectively, or (b) using synthetic dry-strength additives. Anionic and amphoteric acrylamide polymers have been shown to have a superior dry-strengthening ability in some tests. Anionic acrylamide products and carboxymethyl cellulose (CMC) can be added in sequence with a suitable high-charge cationic polymer in order to achieve efficient retention on the fiber surfaces.

The size press is a very important tool for increasing paper strength, partly because of the fact that the practical addition levels are typically much higher, compared to wet-end addition. Also, it is possible to apply relatively inexpensive starch products. “Unmodified” corn starch, which is probably the major size-press additive used in the U.S., needs to be reduced in molecular mass by treatment with enzymes or oxidizing agent just before use in order to reduce the viscosity. Though the degradation decreases the strength of the resulting starch film, this is a necessary compromise that papermakers make in order to run the equipment effectively.

Sometimes poor performance of size-press starch can be traced to an undesired process of crystal formation, known as retrogradation. Retrogradation is most prominent in the linear component of most starch products, the amylose. Retrogradation is much less of a problem in the case of wet-end starches, since the molecules usually are substituted with cationic groups. Hydroxyethylated starch products for the size press are noted for high strength efficiency, as well as high resistance to retrogradation, and their performance often justifies their higher cost.

See the page related to hold out at the size press for a discussion of how to achieve a balance between internal bonding (if the starch penetrates into the paper) versus surface strength (if the starch is held out effectively).

Conditions needed to maximize tensile strength of paper will not necessarily maximize either the compression strength or stiffness. Such differences can be expected, due to the fact that the latter properties demand less flexibility of the overall product. By contrast, tensile strength can benefit from some ability of the paper to stretch and deform so that the load can be borne more evenly among fibers in the paper.

VARIABLE STRENGTH

The search for root causes of strength variability ought to begin with the fiber furnish, including measurements of freeness and fiber length distribution as a function of time. Other factors to track are filler content, formation uniformity, first-pass retention, and any known changes in wet-end additives.

Sometimes variable performance of starch products as dry-strength additives can be traced to its biological degradation. Early warning signs can include foul odors and unexpected lowering of the pH of the starch slurries.

DRY STRENGTH TOO HIGH

Decreased bonding strength sometimes can be advantageous for such products as facial tissue, especially when it is produced from recycled fibers that may have been refined to various levels, and which may contain some cationic starch. High inter-fiber bonding can adversely affect the soft feel of tissue paper. Decreased bonding also may be an advantage in some paper products that need to be bulky.

Some of the first factors to consider when dealing with excessive dry-strength levels relate to some of the variables mentioned in previous subsections, when it was assumed that increased strength was the main goal. Refining should be decreased, though it may still be necessary to refine the stock enough to redisperse any fiber bundles or flakes of broke or recycled fibers. In some cases the wet-press loading can be decreased. Cationic starch and other dry-strength chemicals should be reduced or taken out entirely.

Debonding agents can be used to decrease inter-fiber bonding. Though a variety of molecular types have been evaluated, debonders usually consist of cationic surfactants. Important variables include the length and number of alkyl tails attached to the positively charged group, which is usually a quaternary ammonium salt. The debonding agents are believed to work by covering the fiber surfaces and reducing the opportunities for hydrogen bond formation between the surfaces. Another consequence of such treatment is that the paper usually has a lower apparent density, especially before it is calendered.

References

Baker, C. F., “Good Practice for Refining the Types of Fiber Found in Modern Paper Furnishes,” Tappi J. 78 (2): 147 (1995).

Bhardwaj, N. K., Bajpai, P., and Bajpai, P., “Enhancement of Strength and Drainage of Secondary Fibers,” Appita J. 50 (3): 230 (1997).

Carlsson, G., Lindstrom, T., and Soremark, C., “Effect of Cationic Polyacrylamides on Some Dry-Strength Properties of Paper,” Svensk Papperstid. 80 (6): 173 (1977).

Conte, J. S., and Bender, G. W., “Softening and Debonding Agents,” in K. J. Hipolit, Ed., Chemical Processing Aids in Papermaking: A Practical Guide, TAPPI Press, Atlanta, 1992.

Howard, R. C., and Jowsay, C. J., “Effect of Cationic Starch on the Tensile Strength of Paper,” J. Pulp Paper Sci. 15 (6): J225 (1989).

Hubbe, M. A. (2006). Bonding between cellulosic fibers in the absence and presence of dry-strength agents – A review,”BioResources 1(2), 281-318. DOI: 10.15376/biores.1.2.281-318

Kure, K.-A., Sabourin, M. J., Dahlqvist, G., and Helle, T., “Adjusting Refining Intensity by Changing Refiner Plate Design and Rotational Speed – Effects on Structural Fiber Properties,” J. Pulp Paper Sci. 26 (10): 346 (2000).

Linke, W. F., “Retention and Bonding of Synthetic Dry Strength Resins,” Tappi 51 (11): 59A (1968).

Liu, J., and Hsieh, J., “Application of Debonding Agents in Tissue Manufacturing,” Proc. TAPPI 2000 Papermakers Conf., 71 (2000).

Page, D. H., “A Theory for the Tensile Strength of Paper,” Tappi 52 (4): 674 (1969).

Poffenberger, C., Deac, Y., and Zeman, W., “Novel Hydrophilic Softeners for Tissue and Towel Applications,” Proc. TAPPI 2000 Papermakers Conf., 85 (2000).

Retulainen, E., and Nieminen, K., “Fiber Properties as Control Variables in Papermaking. Part 2. Strengthening Interfiber Bonds and Reducing Grammage,” Paperi Puu 78 (5): 305 (1996).

Roberts, J. C., Au, C. O., Clay, G. A., and Lough, C., “The Effect of C14-labelled Cationic and Native Starches on Dry Strength and Formation,” Tappi J. 69 (10): 88 (1986).

Robinson, J. V., “Fiber Bonding,” in Casey, J. P., Pulp and Paper Chemistry and Chemical Technology, 3rd Ed., Vol. II, Wiley-Interscience, New York, 1980, Ch. 7, p. 915.

Smith, D. C., “Chemical Additives for Improved Compression Strength of Unbleached Board,” Proc. TAPPI 1992 Papermakers Conf., 393 (1992).

Strazdins, E., “Chemicals Aids Can Offset Strength Loss in Secondary Fiber Furnish Use,” Pulp Paper 58 (3): 73 (1984).

Tanaka, A., “Inter-fiber Bonding Effects of Beating, Starch or Filler,” Nordic Pulp Paper Res. J. 16 (4): 306 (2001).

Young, J. H., “Fiber Preparation and Approach Flow,” in Casey, J. P., Pulp and Paper Chemistry and Chemical Technology, 3rd Ed., Vol. II, Wiley-Interscience, New York, 1980, Ch. 6, p. 821.

The strength of the paper surface is particularly important in grades that will be exposed to tacky inks, as in the case of offset lithographic printing. Weakness in the paper surface can be revealed by such devices as the IGT printability tester, the Prüfbau test, wax pick tests (TAPPI Method T459), and to some extent by abrasion tests (TAPPI Method T476) and evaluation of dusting tendencies. Even a delamination test such as the Scott internal bond test or z-directional tensile tests (TAPPI Method T541) can be affected by low surface strength of some paper samples.

Strategies to improve the surface strength of paper fall into the two categories of (a) improvement of the inter-fiber bonding strength of the paper in general, and (b) focusing most of the improvement near to the surface of the sheet. Strategies based on the first approach, (a) a general improvement of inter-fiber bonding, are described elsewhere in this guide.

Size press application of starch, mixtures of starch and various copolymers, or various other polymer products used alone are the most common strategies to improve surface strength. The benefits can be focused more in the surface layers of the paper by increasing the amount of hydrophobic sizing agent added at the wet end.

When using underivatized starch at the size press, the results can be highly dependent on the quality of the starch. Best results are achieved if the starch is well dissolved, having as high as practical a molecular mass (and viscosity), and having very little self-crystallization, what is usually called retrogradation. Starch retrogradation is mainly observed in the case of the linear component of starch (amylose), not in the highly branched starch polymers (amylopectin). Conditions that favor retrogradation include (a) protracted storage of the starch in solution form, (b) temperatures lower than approximately 65 degrees Celsius, (c) partially degraded molecular weight of the polymer, especially in the range of 150 to 200 degree of polymerization, and (d) acid-modification of starch. Conditions that tend to prevent or inhibit retrogradation include (a) prompt usage of the starch as soon as it is prepared, (b) molecular branching, especially in the case of waxy maize products that contain only amylopectin, and (c) derivatization of the macromolecule, e.g. with hydroxyethyl, cationic, phosphate, or carboxyl groups.

Some possible causes of unexpectedly low surface strength, in addition to retrogradation of the size-press starch are as follows: Starch is subject to bacterial attack if the amount or type of biocide is insufficient. Some clues that this is happening can include (a) lower than expected viscosity of the starch solution, (b) lower than expected pH of the starch solution, and (c) decay-like odors. Factors such as the level of internal sizing agent, the porosity of the base paper, and the freeness of the furnish ought to be checked to see if they are in normal ranges. Debris on the surface of paper also could be interpreted as low surface strength, based on test results. If so, it would be important to determine the nature of the debris and its source. For instance, the presence of tacky materials on the rolls or felts in the wet-press section or earlier dryer can surfaces may cause fibers to be pulled from the moist paper surface, leaving the paper with a weakened surface.

In principle it is possible to increase surface strength by “upgrading” from a less expensive surface treatment, such as enzyme-converted native starch, to a premium product such a hydroxyethyl starch, or a mixture with polyvinyl alcohol or styrene maleic anhydride copolymer. Then, once the immediate issues are resolved, longer trials can be conducted to find out whether equivalent results can be achieved by more careful procedures for the preparation and use of the commodity starch product. Experience has shown that the premium products can be cost-effective in many cases, depending on the grade requirements.

In a minority of cases, paper products need to maintain their surface strength in a moistened or wet condition. It is not certain whether or not offset printing papers can benefit from efforts to make the paper surface water-resistant, since the aqueous fountain solution is applied to the paper only as a very thin film for a very short time. Strategies to increase the water resistance at the surface of a surface-sized or coated paper include the use of coating insolubilizers and treatment with sizing agents such as AKD, and hydrophobic copolymers such as alkyl-substituted styrenemaleic anhydride (SMA), urethane products, or styrene acrylates.

Problems of two-sided paper can be defined as undesired differences in the appearance or properties of the top and bottom surfaces. Such problems are most often associated with production on Fourdrinier paper machines, where the water is removed mainly through one side of the paper as it is formed. That kind of formation process has the potential of producing a sheet that differs in composition on its two surfaces. In particular, it is likely that fine particles can washed out of the wire-side of Fourdrinier paper such to the hydrodynamic shearing of hydrofoils and other dewatering elements. Two-sidedness in the degree of fiber orientation is likely to result when there is a significant difference in velocity between the jet and the forming fabric at the point of impact.

Other possible sources of two-sidedness, once the paper leaves the forming section, include the possibility that the wet-press treatments have a distinctly asymmetric effect on the two sides of the paper. For instance, it is known that a single-felted press nip tends to produce a dense zone near to the surface of the paper on the side facing the felt. Also, the weave patterns of some felts can be transferred to paper, especially if the nip pressure is aggressive. Unlike some of the other factors we will consider here, these wet-press issues are unlikely to be helped by any chemical strategies. Rather, it may be necessary to review the wet-press fabric selections, their present condition, and conditions of loading. It is worth keeping in mind, however, that wet-press felt performance can be degraded if the felt is filled with pitch or other debris. Continuous or intermittent spray treatments with alkaline, acidic, or solvent-containing solutions, usually with detergents added, can be used to minimize felt filling.

Aside from rebuilding Fourdrinier machines with twin-wire formers or hybrid formers, the second most promising way to minimize two-sidedness of sheet composition is to employ an effective retention aid system. The idea is that a high proportion of the fiber fines, filler, and other small particles remain attached to the longer fibers throughout the forming process. It has been shown that there is a high correlation between the value of first-pass retention and the z-directional uniformity of paper composition.

Two-sided color of paper can be readily detected by folding a sample of the paper so that both sides can be viewed simultaneously. In addition to the aforementioned use of a retention aid program, papermakers have used two main ways to achieve even-sided coloration of paper made on Fourdrinier machines. The most traditional approach involved adjusting the ratios of dyes having the same hue but different affinities for the fibers vs. fine materials in the sheet. With the advent of good online color monitoring and control systems it has become increasingly common to make color corrections by differential addition of dye to one or both sides of the paper at the size press.

Color, Sizing, Drainage, Retention, Strength)

VARIABILITY IN GENERAL probably includes more than half of all of the serious issues faced by a typical papermaker. To try to identify the key sources or variability and correct the situation it makes sense to look at the time history of the following quantities: first-pass retention or white water solids, pH, electrical conductivity of the process water (often correlated with carry-over from pulping or bleaching), cationic demand, stock freeness, stock consistency, and water surface tension. Many of these variables affect the efficiency of different papermaking additives. In addition to identifying quantities that vary with time, it is critical to find out whether any of them are highly correlated with the observed problem.

VARIABLE COLOR is likely to be a much more serious issue than a steady error in color relative to a standard. Some likely causes of variability in color include variations in first-pass retention, variations in broke content, or variations in pulp quality or bleaching. It is recommended to look for any periodicity in the color variations. Sometimes color variations can follow the batch-wise preparation cycles of a starch (possibly subject to biological decay), retention aid (possibly related to swings in first-pass retention), or biocide (also affecting retention efficiency in certain cases). Also, if the problem is new, one needs to ask about recent changes in the process or the types and qualities of the materials. Efforts to control retention to a steady value, appropriate biocide use, and attention to dye additives usually will resolve problems with color variations.

Factors that are likely to cause variability of SIZING are some of the same factors that can cause shifts in retention efficiency and other changes in the wet end. One needs to find out whether changes in water resistance of the paper or in the demand for sizing agent can be correlated to other cycles in the system. For instance, there may be episodes of increased levels of surface-active materials that act as anti-sizing agents. Such materials may include black liquor carry-over, components of coated broke formulations, nonionic surfactants from deinking operations, components of dye formulations or slimacides formulations, and various anti-foam surfactants. The total surface area of filler particles in the furnish may be cycling up and down, or maybe there are instabilities in the retention aid system. It is also possible that variations in the cationic demand of the furnish are causing cycles in retention efficiency, which are also affecting sizing efficiency. It may help to review some of the key factors mentioned in the section dealing with problems involving different classes of sizing agent.

Additional measures may be appropriate if the DRAINAGE OR RETENTION efficiency varies over time. The best approach is to try to identify the root cause of the variation. For instance, does retention efficiency always get worse when the proportion of coated broke entering the system increases? Does it get worse only when the paper grade is changed to a lower basis weight? Do the cycles have anything to do with the preparation cycle of batches of retention aid polymer? Is there a problem of unsteady water pressure, that may affect the delivery of retention aid polymer to the addition point? Many more similar questions can be formulated by reviewing the process diagram for a particular papermaking operation. You also can review some of the factors mentioned in the previous paragraphs when considering what might be responsible for observed changes in retention. Once the root cause is identified, it is often possible to make changes to smooth out or reduce the variations.

VARIATIONS IN STRENGTH can have a wide range of causes. Some of the most important factors that can cause strength variations are the freeness of the furnish (an indication of the degree of refining), the fiber length distribution, the filler content, the dosage and quality of dry-strength agents such as cationic starch at the wet end, and the quality and application rate of size-press starch and other polymeric additives.

One thing to consider is whether there is a variable amount of surface-active materials in the wet end system. Regardless of the possible source, this can be determined by whether there are sizing variations that correlate with the strength variations, whether there are foaming issues that correlate with the strength changes, and whether the process water surface tension varies significantly.

Low, Repulping of)

The ability of paper products to maintain a substantial proportion of their original strength after being completely saturated with aqueous solution is known as wet strength. Sometimes the criterion for defining a wet-strength grade of paper is that the ratio of wet to dry tensile or burst strength is at least ten or fifteen percent. Wet strength can be critical to the performance of certain paper towels, bags, beverage containers, and containerboard products that will be used under wet conditions.

The primary means of increasing the wet strength of paper consists of reactive, polymeric chemicals. Most prominent among wet-strength additives is the family of polyamidoamine-epichlorohydrin resins. The performance of such resins can be maximized by adding them at a point in the process where the pH is within the range of about 6 to 9, the additive is well mixed with the furnish, and the charge of the furnish is sufficiently negative so that the system does not become excessively positive in surface charge upon addition of the wet strength resin. In some cases the performance of cationic wet-strength resin can be improved by sequential addition of carboxymethylcellulose or other negatively charged additives. Also in some cases there can be an advantage of adding the wet-strength resin to thick stock before it becomes diluted at the fan pump with fines-rich white water.

Factors that favor a high uptake and high effectiveness of wet-strength resin on kraft fibers include (a) the presence of negative charge at the fiber surfaces, usually associated with relatively high yield or unbleached nature, (b) increased refining, which increases the available surface area for adsorption of wet-strength resin, and (c) increasing pH in the range of 3 to 8, since the carboxylate groups at the fiber surface will tend to become increasingly dissociated, making the surfaces more and more negative.

A wide range of wet-strength levels are required in different paper products. What might be considered “good” wet strength in one situation will be considered as “too low” in another. Wet-strength evaluation of competitive products is recommended to get a sense of whether wet-strength targets are reasonable, especially in the case of a new product that is being introduced by a company to compete with or replace existing paper products.

LOW WET STRENGTH can be due to insufficiencies in any of the factors mentioned in the previous paragraphs. Assuming that a polyamidoamine-epichlorohydrin resin is being used, some key possibilities to test are (a) the pH is too low for efficient retention and cure of the resin, (b) the pulp is not sufficiently refined to allow all of the wet-strength resin to adsorb effectively, (c) the system contains too much cationic starch, in addition to the wet-strength resin, so that a lot of the cationic polymer additives remain in the water phase, (d) wet-strength resin is being degraded by chlorine dioxide or other oxidizing agents added for slime control, (e) the paper is not being dried sufficiently to cure the product, or (f) the product needs to be evaluated only after it has been oven-cured, or after it has had additional time to cure during storage as part of a hot roll of paper.

One of the tricks that papermakers use to achieve wet-strength targets, especially when the customers have specified certain test criteria, is to use relatively high treatment levels of internal sizing agents such as AKD. Though there is a big difference, in principle, between making the paper resist water penetration and making it retain some of its strength after complete wetting, these distinctions are sometimes blurred. If the sizing treatment is enough to keep the paper from completely wetting under the specified conditions of a wet-strength test, then it is likely that a high value will be recorded for the apparent wet strength.

REPULPING DIFFICULTIES WITH WET-STRENGTHENED PAPER

Flakes of poorly dispersed paper often plague papermaking operations that have to deal with repulping of wet-strength paper, whether it consists of broke from their own process or whether it arrives at the mill as waste paper. The main tools used by papermakers to repulp broke include (a) high intensity shearing in large pulpers, (b) elevated temperatures, within the limits of what has been found to work well as an overall system temperature of the wet end, and (c) time. In some cases the furnish may be passed through a refiner to break down any remaining flakes.

Strategies for repulping of broke differ for bleached kraft pulp, versus other furnish that contains substantial amounts of unbleached kraft or high-yield fiber. Bleached kraft is often treated with sodium hypochlorite or other oxidizing agents to help break down the wet-strength resin. Those options are not practical for the unbleached or high-yield pulps, since the oxidant would be consumed by lignin in the fiber. Rather, one would have to rely on the combined effects of time, increased temperature, high shear, and possibly increased pH to swell the fibers.

The ability of the never-dried web of paper to resist breakage can be critical to process efficiency, especially in the case of traditional paper machine systems in which the paper web passes unsupported between the couch, various wet-press felts, and between dryer cans.

Though it is sometimes true that low wet web tensile strength may be correlated with a high incidence of breaks after the couch or within the wet-press section, it is important to keep in mind that the problem is inherently two-dimensional. That is, the likelihood of web breakage is usually a function of both the wet-web tensile strength and the ability of the web to stretch. As more and more water is removed from the paper web, the tensile load to failure rises, but the percent stretch to failure falls. True success of any measure to improve wet-web performance has to show a combination of improvements in tensile load and stretch to failure.

One of the most sure-fire ways to increase wet-web strength is to increase the proportion of long fibers, such as softwood kraft or CTMP fibers. The down-side of this approach is that such fibers will tend to make the paper somewhat more floccy, and a nonuniform sheet is expected to fail at its thin areas when subjected to strength testing. Wet-web strength may show modest improvements due to increased refining. Bent or curled fibers are reputed to contribute greater stretching ability to a wet web, which could possibly be an advantage in some situations (but not desirable in terms of dimensional stability of the paper).

Low or variable wet-web strength is sometimes due to effects of surface-active agents. This makes sense when you consider that fibers in a wet web are mainly held together by surface tension forces, operating through meniscuses. The capillary forces are proportional to the interfacial tension, and that tension tends to be reduced by any surfactants. It is possible that the surfactants also act to lubricate the surfaces of the fibers, allowing them to slide past each other, thus lowering the wet-web tensile strength. This type of problem often can be reduced by identifying the major source or sources of surfactants, decreasing dosages of surfactants where appropriate, or improving washing processes where appropriate.

References:

Seth, R. S., “The Effect of Fiber Length and Coarseness on the Tensile Strength of Wet Webs: A Statistical Geometry Explanation,” Tappi J. 78 (3): 99 (1995).

Seth, R. S., Barbe, M. C., Willimans, J. C. R., and Page, D. H., “The Strength of Wet Webs: a New Approach,” Tappi 65 (3): 135 (1982).