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SURFACE CHARACTERIZATION OF COMMUNICATION PAPERS ABSTRACT J . Borch, Lexmark International Boulder, Colorado 80301, U .S .A . The characterization of surface properties of com- munication papers reflects both handling and prin- ting requirements . Test methods recently applied in this area range from simple adhesive strength characterization and liquid penetration tests to more sophisticated gas chromatographic and spec- troscopic procedures suitable for thermodynamic and chemical constituent analysis . The principles and results of such testing are reviewed . INTRODUCTION Communication papers, that is, papers used for input to, or print-outs from computers, systems printers, copiers, laser printers, and other si- milar printing and writing devices, have received more attention from the paper maker as these printer types have proliferated during recent years . The xerographic or 'copy' paper grade now accounts for a large fraction of the papers that are not only used for non-impact copying and prin- ting, but also for other applications in the of- fice and systems printing environment . This va- riety in usage and the technology of different printing procedures put specific demands on both handling and print quality of these papers . The surface characteristics, both physical and chemi- Preferred citation: J. Borch. Surface characterization of communication papers. In Products of Papermaking, Trans. of the Xth Fund. Res. Symp. Oxford, 1993, (C.F. Baker, ed.), pp 209–236, FRC, Manchester, 2018. DOI: 10.15376/frc.1993.1.209.
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Page 1: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

SURFACE CHARACTERIZATION OF COMMUNICATION PAPERS

ABSTRACT

J . Borch,Lexmark International

Boulder, Colorado 80301,U .S .A .

The characterization of surface properties of com-munication papers reflects both handling and prin-ting requirements . Test methods recently appliedin this area range from simple adhesive strengthcharacterization and liquid penetration tests tomore sophisticated gas chromatographic and spec-troscopic procedures suitable for thermodynamicand chemical constituent analysis . The principlesand results of such testing are reviewed .

INTRODUCTION

Communication papers, that is, papers used forinput to, or print-outs from computers, systemsprinters, copiers, laser printers, and other si-milar printing and writing devices, have receivedmore attention from the paper maker as theseprinter types have proliferated during recentyears . The xerographic or 'copy' paper grade nowaccounts for a large fraction of the papers thatare not only used for non-impact copying and prin-ting, but also for other applications in the of-fice and systems printing environment . This va-riety in usage and the technology of differentprinting procedures put specific demands on bothhandling and print quality of these papers .

Thesurface characteristics, both physical and chemi-

Preferred citation: J. Borch. Surface characterization of communication papers. In Products of Papermaking, Trans. of the Xth Fund. Res. Symp. Oxford, 1993, (C.F. Baker, ed.), pp 209–236, FRC, Manchester, 2018. DOI: 10.15376/frc.1993.1.209.

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21 0

cal, are key parameters to be adjusted accuratelyfor the intended applications . This has requiredthe application of a range of both simple and moresophisticated analytical techniques for paper sur-face analysis, other than those that generallyhave been used for development and quality controlin the mill environment .

The use of novel surface characterization techni-ques for the analysis of papers used in non-impactprinting has been motivated by two reasons .Firstly, with the development of fast-speed highvolume printers, it is often not possible to carryout the 'trial-error' printing typical of paperdevelopment for slower-speed printers and copiers .Secondly, there is a requirement to develop multi-purpose paper brands suitable for a number of spe-cific printers not necessarily applying the sameprinting technology . This requires a better fun-damental understanding of the imaging and handlingprocesses in terms of needed paper characteri-stics . At the same time, the switch-over to alka-line papermaking has required a more extensiveanalytical support than merely an adjustment oftraditional paper characteristics to new require-ments .

This paper reviews some of the techniques thathave been or could be moved from the cellulose andpaper research environment to the paper develop-ment and quality control stages .

PAPER NATURE

Communication papers may

be divided into twogroups : plain or specialty grades .

The latter,which is specifically adjusted for the printingmachine in question, will not be considered inthis review . Plain grades are generally

considered

papers of much lower cost and higher volume thanthe coated or otherwise specifically treatedspecialty grades .

In the U .S ., the 'plain', yet 'not so plain', bondpaper has evolved into the xerographic papergrade . Originally, this was a somewhat smoother

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bond-type paper of controlled humidity and curlcharacteristics . Lately, multi-system paper typeshave become available . These are often more hea-vily modified papers, where the paper chemistryhas been affected through modification of theamount and nature of size and filler .

Specific surface treatments may be carried out onthe size press without the added cost of specificcoating procedures (1) . This makes the changesinvisible to the end user and to the paper tech-nologist alike . The latter, however, will requiremore effective means of characterizing changes insurface chemistry . The concept of surface energe-tics and other characterization parameters obtai-ned using gas chromatographic and spectroscopicanalysis techniques are gaining increased usage .

SURFACE TOPOGRAPHY

Recent trends towards smoother papers are motiva-ted by the desire for better print quality . Forexample, several desktop laser printers now printat a resolution of 600 dpi . Print quality varia-tions due to surface smoothness are particularlypronounced for equipment using hard roll fixing(2,3) . Other imaging techniques using molteninks, such as thermal transfer printing, sufferfrom similar limitations (4,5) (Fig . 1) .

While other methods have been suggested for sur-face topography analysis of communication papers(1), air leak characterization of surface smooth-ness - is often preferred . ASTN1 D 3460 (6) containsthe specification ranges shown in Table 1 . Therange shift for xerographic and laser printer pa-pers from that of general bond paper is due to therequirements of newer copier and printer designsincluding those intended for color imaging . Al-though rougher paper is better tolerated in higherspeed systems printers where print quality demandsare less exacting, also these machines now requirethe consideration of surface smoothness characte-ristics

(7 ) .

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Fig 1-Examples of the effect of surface smoothnesson print quality .in thermal transfer printing(from refs . 4 and 5) .

Page 5: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Table 1 . Smoothness ranges for cut-sized officepapers (from ref . 6) .

The processing of very smooth papers (<100 Shef-field units) requires a paper path where paperhandling is not impeded . The problem areas arethose where contact occurs between paper surfacesor the paper surface and other surfaces duringprocessing . Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handlingmay not be achievable . Additional electrostaticforces in photoconductor contact or i~-) contactwith other smooth machine

parts, will furtheraggrevate this situation (2) .

FRICTION AND ADHESION

Paper-paper friction testing of communicationpapers is generally carried out using the hori-zontal plane method (8) . -festers based on thisprinciple are commercially available for testingsheet materials . The measurement

of frictionbetween paper and other machine components (forexample, paper feeding belts) may require specialfixtures (9) .

While friction testing often is included routinelyamong required test procedures for communicationpapers, there has been less research carried outin this area than in other fields of paper phy-sics . Much literature data is of a descriptivenature, and only recently has a comprehensive re-view of paper friction been presented (10) .

Paper type Smoothness range (Sheffield)

Bond 235 to 100 unitsMimeo 340 to 200 "Spirit duplicator 100 to 65Xerographic 200 to 65 "Laser printer 200 to 65 "

Page 6: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

The friction coefficient P between paper and acounter surface may be described by the followingcomponents (11 ) :

P

-

F/L

-

Pad

+

Pab

+

P .h

(1)

where F is the friction force, L is the normalload, and U Rd' Pab and lj are contributions due toadhesion, a rasion and hysteresis, respectively .For most applications handling single sheets ofpaper, only moderately normal loads are involved,and conditions of abrasion and hysteresis will notbe created . Friction is mainly of an adhesive na-ture where the friction coefficient is constantsince the friction force will vary linearly pro-portional to the load (Amonton's second law) .

In practice, this means that the paper-paper andpaper-metal friction coefficients are relativelyunaffected by paper smoothness or metal surfaceroughness (_1_0, 12 ) but may vary considerably due tochemical factors (for example, extractive contentor filler content and nature) (10) (Fig . 2) .

Fig 2-Paper-paper static friction coefficient ofdifferent papers of varying surface roughness be-fore and after solvent extraction (from ref . 10) .

Page 7: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

In contrast, the paper-rubber friction coefficientwill vary exponentially with normal load (9) :

=

CL-N

(2)

where C and N are interrelated as shown in Fig . 3 .This imposes different friction levels for paper-rubber friction, an increase in .friction coef-ficient for smoother papers, and a friction actionthat much more easily degrade the paper surface(13) (Fig . 4) .

Fig 3-The relationship between C and N forsilicone rubbers (from ref . 9) .

Fig 4-Friction degradation for paper-rubberfriction (from ref . 13) .

Page 8: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

The paper-paper friction coefficient, as requiredby most cut-sheet copiers and printers, rangesfrom 0 .35 to 0 .7 . This is indeed the generalrange found for most bond type papers without anyspecific surface treatments . However, the fric-tion characteristics during initial sheet separa-tion may be critical to good functionality . Gene-rally, the initial or static friction level isrequired to be larger than friction during subsequent sliding (kinetic friction) .

This may becompromised for synthetic sized papers of exces-sive synthetic surface size content (14) (Fig . 5) .

Fig 5-Paper-paper friction trace of a syntheticsized paper --type (right) compared to that of arosin sized paper type (left) (from ref . 14) .

Page 9: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

The role of surface filler content in paper fric-tion variation is still not completely clear ( 15 )(Fig . 6) . Recently, oil absorption levels havebeen correlated with paper-paper friction levelsfor sheets containing synthetic precipitated sili-ca and silicate pigments ( 15 ) (Fig . 7) . This sug-gests that the same surface chemical factors, thatare effective in increasing friction for the sol-vent extracted sheets in Fig . 2, are effectivehere . That is, fatty acids and other frictiondecreasing constituents are no longer present onthe surface .

The thermodynamic nature of paper adhesion hasrecently been reviewed ( 16 ) . Paper-polymer ad-hesion plays a critical role for communicationpapers that are imaged with toners or other polymeric films or particles .

Specific test proce-dures and devices have been developed for specifictypes of print ( 17 ), but often simple joint peeltesting will reveal the adhesive nature of thepaper surface itself .

Relatively simple experi-mental procedures can quantify

variations in'practical' adhesion when specific tape types areused for laboratory testing (18) .

Fig 6-The effect of different filler types on thepaper-paper kinetic friction coefficient (fromref . 15) .

Page 10: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Fig 7-The effect of oil absorption of differentpigments on the paper-paper kinetic frictioncoefficient (from ref . 15) .

The failure mode of adhesive tape removed fromplain paper has been characterized as 'interfacefailure', 'mixed failure' or 'paper failure' ( 19 ) .This is well-known by paper technologists who of-ten use tape to split commercially-made sheetsinto individual layers . For interfacial failure(Figs . 8 and 9), the tape will release cleanlyfrom the paper surface since tape-paper adhesionis insufficient to generate failure in the paperfiber matrix . As seen in Figs . 8 and 9, the pee-ling force increases with peeling rate possiblyreflecting the viscoelastic properties of the tapeadhesive . The paper failure mode generated in thesheets of low bonding strength (cohesive failurefor less mechanical refining in Fig . 8 and forfilter paper in Fig . 9) reflects the cohesivestrength of the paper which is determined by theinterfiber bond strength of the composite papermatrix . For machine-made papers, the latter isoften suf f-3cient ly well oriented in the sheetplane to provide splitting in that plane ('2-d'sheet formation) .

Page 11: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Fig 8-Peel force required to separate tape fromsheets of fibers of different refining (from ref .19) .

Fig 9-Peel force required to separate tape fromdifferent paper types (from ref . 19) .

Page 12: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

LIQUID WETTING AND PENETRATION

Many paper wetting and penetration studies havepreviously been presented at this conference se-ries . A detailed review of these will not begiven in this paper . Rather the application ofwetting and penetration testing to the characteri-zation of communication papers will be considered .

Commercially made communication paper provides anexcellent substrate for dynamic sheet penetrationtesting using a Bristow testing device ( 20 - 22 ) ora similar design . The main draw-back is the timeit takes to obtain a complete description of li-quid uptake for each paper when several liquidsare involved (23) (Fig . 10) .

Fig 10-Penetration mode for an acid made, rosinsized paper . After a wetting delay, the liquidvolume uptake varies linearly proportional to thesquare root of time (from ref . 23) .

Page 13: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

For sized communication papers, the liquid uptakeV may follow the square-root relationship withtime t shown in Fig . 10, that is :

V = Krfort<tw (3)

V = K + K (t0 .5-t0 .5)for t>t

(4)r a

W

w

where t ea is the wetting time, K may be interpre-ted as a roughness index, and k - varies accordingto the following :

K a

«

(y /r1

r

cosh)

(5)

assuming that the fast-time sorption process is ofmainly capillary nature (24) .

That is,, after initial wetting delay, the liquiduptake varies proportional to the ratio of liquidsurface tension to viscosity Y/r,, a mean effec-tive pore radius r as a sheet structure term, anda cose term that for analytical purposes may becorrelated with the sizing treatment of the sheet( 24 ) . For the paper shown in Fig . 10, the effectof

y / -n

dominates

over

the

effect

of

cose

causingK a to decrease with the glycol content concentra-tion up to 20°0 . Beyond this value, the effect ofcose becomes more dominant and the absorption rateincreases with concentration (23) (Fig . 11) .

However, many newer types of communication papersprovide derivations from the variation shown inFig . 10 . This is particularly so for the alkali-ne made, synthetic sized copy and printing papergrades where only limited amounts of sizing agentshave been added . Here, the short-time absorptionrate can be shown to increase faster with time,and at a higher time exponent relationship if ex-pressed similar to the previous variation (23)(Fig . 12 compared to Fig . 10) . Fig . 12 shows muchfaster liquid transport away from the paper sur-face - a sheet functionality that affects bothdrying time and print quality in water-based inkjet printing (24) .

Page 14: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Fig 11-Cumulative liquid volume uptake at 40 msec,200 msec and 800 msec . The liquid volume decrea-ses with the glycol content up to 200, whereafter "it increases (from ref . 23) .

Fig 12-Fast penetration mode for an alkaline made,synthetic sized paper type (from ref . 23) .

Page 15: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Drop spreading in ink jet printing is only simula-ted by high-speed dynamic liquid penetration tes-ting even using identical inks and papers . Atpresent, a theoretical treatment is lacking .Profile measurements for capillary spreading oforganic liquids on paper suggest a penetrationmechanism that is controlled by a time dependentredistribution of liquid from larger to smallercapillaries (25) . Fast-time contact angle mea-surements of water droplets impinging on bond ty-pe papers show an oscillating drop variation attime of impact (26) .

The water-based inks, that are of most interest topresent ink jet technology development, are likelyto penetrate by several mechanisms of which capil-lary sorption is only one ( 27 ) . This makes dyna-mic wetting and penetration testing via the Bri-stow type instrument a correlation tool as many ofthe other characterization methods described inthis review .

Other much simpler procedures are those that arestatic or long time dynamic . Liquid uptake testprocedures similar to that used in Cobb size tes-ting have been reported ( 28 ) to provide a varia-tion in penetration uptake according to the pene-tration rate variation with liquid characteristicsand sizing degree shown above, that is, a varia-tion with surface tension to viscosity ratio andsizing degree to be considered in systems designsfor ink jet printing . The variability, that si-zing of copying and printing papers creates onfuse quality in the electrophotographic process,can be characterized using in-plane penetrationtesting as previously discussed at this SymposiumSeries (29) .

Paper penetration testing using droplets of diffe-rent viscosity and surface tension characteristicsprovides a fast method for comparing penetrationbehavior without carrying out quantitative dynamicpenetration testing . Like for drop spreading on asolid surface (critical spreading concentrationtechnique ( 30 )), it is desired to define the li-quid for which the transition from non-spreading

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224

occurs . However, due to porosity, the liquid in-teraction with the paper is a three-stage processwhere initial wetting (no penetration) may be fol-lowed by basal and complete penetration pending onthe liquid nature as shown in Fig . 13 (25) .

Fig 13-(a) Stages of drop penetration into a thinporous medium . (b) "Phase diagram" for penetra-tion of a drop into a thin porous medium calcula-ted based on thermodynamic analysis (from ref .25) .

In practice, an additional penetration stage isseen for most sized paper grades . 'Patchy pene-tration', somewhat similar to paper fiber fea-thering is encountered for most of the testedpapers before basal penetration commences ( 31 )(Fig . 14) . This is not predicted by the model .Nor does the model account for other than capil-lary penetration into a homogeneous porous struc-ture .

Page 17: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Fig 14-Critical penetration concentration map fora number of paper samples . The figure shows theethylene glycol concentrations that provide thepenetration states shown in Figure 13 (from ref .25) .

Ideally, contact angle analysis of commercially-made paper would require conditions of no pene-tration in Fig . 13 . This is difficult to achievesince paper porosity causes penetration of many ofthe liquids traditionally used for, for example,Zisman critical surface tension analysis or othercontact angle techniques ( 29 ) . Using similar ex-perimental conditions on different paper types,Zisman plots appear 's'-shaped (16) (Fig . 15) .Simulating the sizing characteristics of alkylketene dimer (AKD) sized paper on cellulose films( 32 ) generates relatively low critical surfacetension values (Fig . 16) . A summary of measure-ments on other cellulosic materials is shown inTable 2 (16) .

Page 18: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Fig 15-Zisman plot for acid and alkaline madepapers (from ref . 16) .

Fig 16-Zisman plot for alkyl ketene dimer sizedcellulose simulating sized paper (from ref . 32) .

Page 19: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

Sample

Table 2 . Zisman critical surface tension for cel-lulose films, wood and paper (from ref . 16) .

The use of contact angle technique for the quan-titative description of paper surface energeticswould be desirable since it is a fast method thatin the non-penetrating mode is not affected by theinternal sheet structure . Unfortunately, both theporous substrate and the nature of the wetting li-quid severely restrict its applicability .

INVERSE GAS CHROMATOGRAPHY

c (mN/m)

Ref .

Solid surface energy analysis Via inverse gaschromatography (IC"(") relies on the thermodynamicsof the adsorption process when hydrocarbons adsorbon the paper fibers (44) . In this case, the ad-sorbates are carried through a gas chromatographycolumn packed with paper shads, fibers or fillerparticles by an inert carrier gas at high dilu-tion . The surface energy is calculated from mea-

Regenerated cellulose film 44 33Unsanded wood 14 .8-62 .7 34Sanded wood 52 .0-83 .2 34Regenerated cellulose 45 .0 34Wood 14-47 35Wood 47 36Handsheets and machine-made papers 25-]60 37Paperboard 31-48 38Glassine paper 35-36 38Regenerated cellulose films 35 .5-49 .0 39Hemicellulose films 33-36 .5 39Microcrystalline cellulose (Avicel) 36 40Wood (Douglas Fir) 52 .8 41Acid-made paper 38 .7 42Alkaline-made paper 33 .5 42Acid- and alkaline-made papers 24-43 43Unsized cellulose film 39-52 32AKD-sized cellulose films 22-36 32

Page 20: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

surements of peak retention times for consecutive((CH 2 ) n and (CH 2 ) n+l ) alkanes . Since the alkanespenetrate the porous solids, energy values forplain paper are averages for external and internalsolid surface . The use of non-polar adsorbatesallows the determination of the dispersion energycomponent only .

IGC may be applied to the analysis of bond-typepapers including those used as communication pa-pers (_5, 29 ) . When compared with other cellulosicsolids, the variation in dispersion energy valuesis relatively large (Table 3) . This may be due toboth structural and chemical factors . For exam-ple, for solvent-extracted filter paper, molecularentrapment has been proposed to create increasedinteraction between the substrate and the gas mo-lecules (48) . The content of filler particles,such as calcium carbonate, may also tend to raisethe paper energy (49) .

Table 3 . Dispersion energy for cellulose, woodfibers, and paper samples determined by inversegas chromatography analysis (from ref . 16) .

Using polar probes, the IGC method can be extendedto measure polar solid-gas interactions, also( 48 ) . While neither the analysis method nor theinterpretation is as simple as when using non-polar alkanes, the method could be promising as ameans of characte-rizing acid-base properties of

SampleY d

s (mJ/m2) Ref .

Cotton cellulose 48 44Lignified wood fiber 37 44Cotton cellulose 49 .9 45Cellophane 39-42 46Bleached kraft paper 47 .9 47Bond-type papers 35 .8-61 .8 5Unsized filter paper 45 .7-48 .4 48Sized filter paper, unextracted 37 .5-40 .7 48Sized filter paper, extracted 49 .4-67 .2 48

Page 21: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

cellulosic solids including bond-type papers . Asfound for other materials ( 50 , 51 ) using the acid-base concept for cellulosic substrates may providemore insight into the thermodynamic characteris-tics of paper surfaces .

SPECTROSCOPIC ANALYSIS

A number of spectrometric analysis methods arebeing used routinely for paper analysis ( 52 ) .This is particularly so when paper testing issupported by a broader materials analytical tes-ting laboratory .

In addition to elemental analysis of surface con-stituents ( 53 , 54 ), ESCA (electron spectroscopy forchemical analysis) may be used for the quantita-tive description of the sizing level of communi-cation papers ( 55 - 57 ) . An increase in hydrophobi-city as measured by the degree of C-H surface bon-ding would simulate the sizing uptake described bythe stochiometric oxygen-to-carbon ratio for mostof the analyzed papers ( 57 ) (Fig . 17) . This me-thod is useful for characterizing the hydrophobi-city of the surface structure in contrast to thatof the complete sheet structure . Again, sizingdegree would correlate with its functionality inpaper adhesion as measured for toner images inelectrophotographic copying (56) (Table 4) .

Table 4 . Hydrophobicity and relative fuse gradefor bond-type papers----(from ref . 56) .

Sample Hydrophobicity(C1-%)

Relative fusegrade (')

No sizing 18 .5 100Internal sizing 54 .2 57Internal/surface sizing 45 .0 77Light refining 19 .2 76Hard refining 13 .7 96No filler 14 .0 - 94Commercial #4 bond 32 .8 76

Page 22: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

230

Fig 17-Decrease in oxygen-to-carbon ratio withincreased hydrophobicity for different sizingtypes as measured by ESCA (from ref . 57) .

REFERENCES

1 . R .N . Jopson and G .K . Moore, "On-line surfacetreatment to enhance market value," Tappi J .7 4

(4),

1991,

113-119 .

2 . C .J . Green, Jr ., "Functional paper propertiesin xerography", Tappi 64 (5), 1981, 79-81 .

3 . I .G . Ives and P . Highton, "Paper propertiesfor laser printing," PB4 (R) 1989, Pira Pro-ject PB/MC/87/3, Leatherhead, England, June1989 .

4 . E . Anczurowski, J . Oliver, and R .H . Marches-sault, "New papers for new printers," Chemtech1 6

( 5) ,

1986 ,

304-310 .

5 . A .S . Campbell and J . Borch, "Bond paper cha-racteristics for printing by resistive ribbonthermal transfer," Tappi J . 71 (7), 1988, 140-144 .

Page 23: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

6 . ASTM D 3460, "Standard specification for whitewatermarked and unwatermarked bond, mimeo,spirit duplicator, xerographic and laser printer cut-sized office papers with virgin or re-cycled fiber content," American Society forTesting and Materials, Philadelphia, PA, 1993 .

7 . V .S . Sankaran, "The effect of paper surfaceproperties on print quality," ISBT's 46th An-nual Conference, Boston, MA, May 1993 .

8 . T 549 pm 90, "Coefficient of static and kine-tic friction of uncoated writing and printingpaper by use of the horizontal plane method,"Technical Association of the Pulp and PaperIndustry, Atlanta, GA, 1990 .

9 . J . Borch, "Effect of microroughness on rubberfriction," J . Polymer Sci ., Polymer Phys . Ed .1 7 ,

1 979 ,

2241 -2252 .

10 . E .L . Back, "Paper-paper and paper-metal fric-tion," 1991 International Paper Physics Con-ference, TAPPI Proceedings, TAPPI Press, At-lanta, GA, 1991, 49-65 .

11 . R .G . Bayer and J .L . Sirico, "The friction cha-racteristics of paper," Wear 17, 1971, 269-277 .

12 . N . Jones and J .D . Peel, "Frictional propertiesof paper and their importance i .r supercalende-r i ng , "

Paper

Techno l .

8

(1),

1967,

43-50 .

13 . J . Borch, "Measurement of surface strength ofprinting papers by rubber-paper friction de-gradation," Tappi 62 (12), 1979, 111-112 .

14 . J . Borch, "Effect of paper chemistry in elec-trophotography," in Colloids and Surfaces inReprographic Technology, ACS Symposium Seriesno . 200, M . Hair and M .D . Croucher (Eds .),American Chemical Society . Washington, DC,1982, 435-453 .

Page 24: Products of Papermaking...processing. Pending the deformation characteri-stics in the contact area (see Friction and Adhe-sion, in the following), adequate paper handling may not be

15 . M .C . Withiam, "The effect of fillers on paperfriction properties," Tappi _! . 74 (4), 1991,249-256 .

16 . J . Borch, "Thermodynamics of polymer-paper ad-hesion : a review," J . Adhesion Sci . Technol .5

( 7 ) ,

1 991 ,

523-541 .

17 . R .B . Prime, "Relationships between toner pro-perties, fuser parameters, and fixing of elec-trophotographic images," Photographic Sci .Eng . 27, 1983, 19-25 .

18 . J . Borch and 1' .R . Sankaran, "Offline peel testto determine the fuse capability of unprintedpapers," IBM Techn . Disclosure Bull . 31, 1989,329-330 .

19 . T . Yamauchi, T . Cho, R . Imamura, and K . Mura-kami, "Peeling behavior- of adhesive tape frompaper," Nordic Pulp Pap . Res . J . 3, 1988, 128-131 .

20 . M.B . Lyne and J .S . Aspler, "Paper for ink jetprinting," Tappi J . 68 (5), 1985, 106-110 .

21 . 1ti1 .J . Cousin, A .F . King, and L .O . Hill, "Inter-action of ink jet inks with photographic typesubstrates," J . Imaging Technol . 12 (1), 1986,40-46 .

22 . S .J . Bares and K .D . Rennels, "Paper compatibi-lity with next generation ink-jet printers,"Tappi J . 73 (1), 1990, 123-125 .

23 . S . Selim, V .F . Yesavage, B .H . Al-Ubaidi, andS . Sung, "Drying of water-based inks on plainpaper," Colorado School of Mines, Golden, CO,March, 1991 .

24 . J . Borch, "Paper design characteristics forDOD ink jet printing at medium to high resolu-tion," IS&T's 46th Annual Conference, Boston,MA, May 1993 .

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25 . A . Marmur, "Penetration and displacement incapillary systems of limited size," Adv . Col-loid Interface Sci . 39, 1992, 13-33 .

26 . R . Oye and T . Okayama, "Ink absorption bycellulosic paper in calligraphy," in : Cel-lulose and Wood - Chemistry and Technology,C . Schuerch (Ed .), Wiley Interscience, NewYork, NY, 1989, 1443-1456 .

27 . J .A . Bristow, "The pore structure and thesorption of liquids," in : Paper Structure andProperties," J .A . Bristow and P . Kolseth(Eds .), Marcel Dekker, New York, NY, 1986,Chapter 9, 183-201 .

28 . M . Shimomura, Y . Sato, Y . Suga, and H . Nogu-chi, "Print quality of plain paper with abubble jet printer," J . Imaging Technol . 16(5), 1990, 189-192 .

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33 .

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36 . A . Herczeg, "Wettability of wood," ForestProd . J . 15, 1965, 499-505 .

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44 . G .M . Dorris and D .G . Gray, "Adsorption, sprea-ding pressure, and London force interactionsof hydrocarbons on cellulose and wood fibersurfaces," J . Colloid Interface Sci . 71 (1),1979, 93-106 .

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50 . A . Vidal, E . Papirer, W . M . Jiao, and J .B .Donnet, "Modification of silica surfaces bygrafting of alkyl chains . I - Characterizationof silica surfaces by inverse gas-solid chro-matography at zero surface coverage," Chroma-t og raph i a

23

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51 . E . Papirer, J . Kuczynski, and B . Siffert,"Characterization of the surface properties ofheavy residues of oil distillation by inversegas chromatography," Chromatographia 23 (6),1987, 401-406 .

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SURFACE CHARACTERISATION OFCOMMUNICATION PAPERS

J Borch (Review Paper)

Dr S Loewen, Abitibi-Price Inc, CanadaAre Machine Direction vs . Cross Direction differences in surfacecharacteristics important compared to manufacturing differences ofbulk properties?

J BorchNo, it is generally less significant. Generally we do averages andthere is not that much of a difference for the testing carried out.

Prof B Lyne, Royal Institute of Technology, SwedenI was rather surprised to find that you were measuring thedispersive character of the paper surface when trying to predict theadhesion of a polymer or toner . The dispersive forces are a weakcomponent of adhesion . Wouldn't it make more sense to measurethe acid-base character of the surface which is the strongcomponent of adhesion?

J BorchIt depends upon the polymer that you are using adhering to thepaper surface . If you are looking at (1112 132) the one example Ishowed, the ribbon is quite non polar, as a matter of fact . You areabsolutely right if you are going to electrophotographic toners andthese start getting polar, you are not seeing the complete picture .So again you have to consider the toner formulation, various

Transcription of Discussion

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manufacturers have been using various kinds of polarity . In generalwe have been fortunate enough to just use the dispersivecomponents.

Prof N Wiseman, UMIST, UKYou mentioned the importance of smoothness and commented thatair leak methods seem to be the best means of measuringsmoothness . However, there are several different air leakmeasurement techniques - Bekk, Sheffield, Bendtsen, Parker andpossibly others as well . In the publication papers area it has beenfound that Parker is the most appropriate because of the relationbetween the land of the air leak barrier and the half tone dot . Canyou comment upon any investigations, or what are your opinions,about the preferred method of air leak measurement for the sort ofpapers you have covered for this review?

J BorchYes I can easily comment on that . That is the Sheffield but thequestion you are raising is quite valid . The Sheffield has been usedbecause it is traditionally used for bond papers . It is not because ofany kind of technical question whether it is more appropriate or not .We have been doing Parker Printsurf measurements too and I thinkyou would find, based can the data I have seen, that this would notcreate a large difference from the Sheffield variation in the kind ofproperties we have been measuring . There is generally a correlationbetween Parker and Sheffield but whether Sheffield is moreappropriate or less appropriate - our data basically dictated what wecan get from the industry and that is generally Sheffield .

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Prof P 5tenius, Helsinki University of Technology, FinlandYou were commenting on the effect of making paper hydrophobicon friction . You were showing that friction was, going down as youincreased sizing which is very sensible . On the `other hand you alsocommented on the influence of the chemical composition on frictionof coated papers . Figure 7 in your paper shows that the kineticfriction goes up as oil absorption increases . This indicates, as I seeit, that as the paper becomes more hydrophobic, friction goes up .Doesn't that indicate that in the case of this coated paper, at least,the mechanical factors must have a dominant influence on friction?

J BorchThe data shown were from plain papers and I think what Dr .Withiam suggests in the paper which was published one or twoyears ago, the added silicate is microporous and that would tend totake up the friction decreasing organic substances . So that is whythe friction increases .

P de clerck, Avebe (Far East) Pte Ltd, SingaporeMost of your work here has been related to papers that appear to benon-surfaced sized . In the Far East a very significant proportion ofcommunication papers are surfaced sized mainly with starch basedmaterials . Applying starches to the surface of the sheet affectsgreatly the surface characteristics in terms of the porosity,permeability, film thickness of the starch and the chemistry of thesurface, depending on the type of starch that is used - cerealstarches with a lot of fat and protein - potato and tapioca starcheswhich are very pure and clean starches . The difference in surfacecharacteristics that are produced by these starches - have you had

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a look at the effect these have on the print quality?

J BorchNo, we have not but I would just like to correct you regardingsurface size . Most of the papers we were using were surface sizedin the sense that they were commercially available papers and thepractice, as I understand it, is also to use starches for that . It isprobably mainly the degree of surface sizing : we are really notadding that much surface size . We can see the effect on certainkinds of measurements using spectroscopic means but it seems tobe mainly a level adjustment . The main variation is due to internalsizing . It is like adding a low level of oxidated or otherwise modified

s

starch for that purpose . And, you are absolutely right, I would expectif you deliberately modify the surface with something that is veryeffective, a lot of these techniques would not be applicable in thesense that, for example, using lGG, you will be looking at bothexternal and internal surface and you would not be able to measureexternal surface separately .

G Turner, fnveresk plc, UKWe have an interest in this concept of having high absorbency witha very smooth surface as in ink jet printing . You are referring to sizepress applications then, I just wondered if you could add any moreadvice with this because obviously we find in size press applicationswe tend to hold out rather than allow inks to penetrate and it is acombination of getting a good image but permitting the ink topenetrate on ink jet, which is the problem we have got . Anycomment please?

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J BorchWe have been looking at that aspect too mainly on commerciallymade papers that are desired to be used for ink jet printing in theStates that lately have been marketed . Some of the papermanufacturers now put ink jet on the label and you may or may notfind out that it works with your ink jet printer . In many cases it doesnot . Some of those that do not create the colour bleeding Idemonstrated with the three roses, tend to be synthetic sized w"ithrelatively little amount of internal and surface sizing .


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