Formulation Optimisation for LWC

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Formulation Optimisation for LWC Printability Janet Preston Chris Nutbeem Ross Chapman Imerys Minerals PaperCon 2011 Page 439

Outline Introduction Market directions and current formulation practice Case Study Pilot Investigations of Pigment Effects on LWC Paper Quality & Printability - Paper and print results Impact of binder level - Laboratory coating and printing Study of intrinsic i i porosity characteristics ti with varying binder level - Critical pigment weight concentration - Mercury porosimetry - Wavelength exponents Summary & Conclusions PaperCon 2011 Page 440

Pigment Use in Single Coating Global 2010 Rela ative Pigment Use Kaolin 44% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 64% 6% 31% PCC 9% GCC PCC Kaolin 57% 4% 39% 32% 16% 52% 20% Asia Europe North Latin America America 2% 77% GCC 47% Single coating is still prevalent in Global LWC and North American freesheet applications. Current coated mechanical and CFS markets account for some 6 million tonnes of pigment sales Globally ll kaolin still commands 44% share, and carbonate 56% Regional variations reflect different market practices PaperCon 2011 Page 441

Examples of Formulation Practice in Single Coating Rest of Europe US CGW US CFS Japan Asia Kaolin% 20-60 50-100 25-60 30-70 30-40 Carbonate% 40-80 0-50 40-75 30-70 60-70 Kaolin Types Engineered Ultrafine Glossing Engineered Engineered Engineered Chinese #1 Delam #1 Delam #1 and #2 #1, #2 Ultrafine Glossing Carbonate Types Standard 90/95 Standard 90 Standard 90 Standard 90 Standard 90/97 Steep 95 Steep 95 Steep 95 In House Steep 95 PCC In House Historically single coating recipes were more kaolin rich and comprised of coarser 90 < 2 µm kaolins with standard or steep GCC - More recently the kaolin of choice for this type of recipe has become engineered Brazilian kaolin However, in Europe and Asia where there has been a shift to more carbonate rich recipes, the kaolin has in some cases been altered to ultrafine glossing clay because of sheet gloss pressures PaperCon 2011 Page 442

Role of Kaolin in LWC The key pigment trade-offs are shape and brightness The role of kaolin is principally to provide basesheet coverage, gloss, water retention Coverage Brightness and a less porous surface needed for good Gloss & Printability Porosity printability. Kaolin type is also crucial in this respect. er µm Parti icle Diamet 3.0 2.5 20 2.0 1.5 1.0 0.5 0.0 Close packing with fine pores UFG GCC 95 Braz Braz The kaolins used in LWC are very different in their characteristics ranging from fine particle sizes Delam Delam good for intrinsic gloss to larger #1 plates good for coverage. Packing with carbonate will also be different. Bulk Structure & Surface Barrier Would expect very different Braz #1 0 0.5 1 E.S.D µm coating structures and hence printability from the different LWC formulations. PaperCon 2011 Page 443

AIMS Primarily, the focus of this exercise is to study the different generic paper coating recipes in terms of their paper and print performance. The second section of the work looks at the impact of binder demand of the different formulations and the printability In the final part of the work the binder impact on the coating structure is assessed. PaperCon 2011 Page 444

Case Study Pilot Investigations of Pigment Effects on LWC Paper Quality & Printability PaperCon 2011 Page 445

Pilot Trial Plan: Jet Coater 1500m/min 40 gsm base, 10 gsm/side Colour 1 2 3 4 5 6 7 8 Brazilian Engineered Kaolin (A) 50 35 50 35 Ultrafine Glossing Kaolin (B) 35 20 35 20 Standard 95 GCC (C) 50 65 65 80 Steep 95 GCC (D) 50 65 65 80 Kaolin A B 2µm 91 98 D50 0.55 0.21 A.R 13 12 B ness 88.2 88.3 GCC C D Latex - Dow 920 7 7 7 7 7 7 7 7 Starch - C-Film 07312 4 4 4 4 4 4 4 4 OBA - Blancophor P 1 1 1 1 1 1 1 1 CMC Finnfix 30 0.3 0.3 0.3 0.3 0.3 0.3 0.3 0.3 Ca-stearate Nopcote C104 0.4 0.4 0.4 0.4 0.4 0.4 0.4 0.4 2µm 97 96 D50 0.55 0.64 A.R - - B ness 95.0 95.4 Runnable Solids % 63.1 63.5 63.4 63.8 64.1 64.4 64.1 63.9 B100 mpa.s 930 1085 1520 1630 1180 1250 1760 1655 Water Retention gsm 62 66 68 71 55 54 53 76 Trial plan sought to compare clay rich recipes based on Brazilian Engineered kaolin with those using lower levels of fine glossing clay. In part 2, the starch level was reduced by 1pph and the binder levels were set at 5, 7 and 9 pph for each pigment system PaperCon 2011 Page 446

Summary of Paper Properties Kaolin Level Kaolin Type GCC Type Gloss PPS B'ness Opac 50 Kaolin A Steep 62 1.04 80.6 91.7 35 Kaolin A Steep 60 1.07 81.1 91.6 35 Kaolin B Steep 59 1.17 80.4 91.1 20 Kaolin B Steep 57 1.19 81.1 90.9 50 Kaolin A Standard 58 1.14 80.0 91.1 35 Kaolin A Standard 56 1.18 80.2 90.8 35 Kaolin B Standard 59 1.31 79.5 90.1 20 Kaolin B Standard 54 1.38 80.1 90.0 Results Logical Best performance with engineered kaolin and engineered carbonate together Poorest performance with ultrafine kaolin and standard carbonate together Intermediate performance where one component was engineered Could be either the kaolin or the carbonate PaperCon 2011 Page 447

Intrinsic Coating Structure 0.180 Pore Vol cc/kg 0.175 0.170 0.165 0.160 0.155 0.150 0.145 0.140 Broad and Fine Pigments = High Surface Area Fine Pore Size Low Pore Volume 549 581 707 675 750 733 Combinations of Steep and Standard pigments Medium Surface Area Intermediate in Pore size and volume 797 785 Coarser and Steeper Pigments = Low Surface Area Large Pore Size High Pore Volume 50% Braz 50% Steep GCC 35% Braz 65% Steep GCC 35% Ultrafine 65% Steep GCC 20% Ultrafine 80% Steep GCC 50% Braz 50% Stnd GCC 35% Braz 65% Stnd GCC 35% Ultrafine 65% Stnd GCC 20% Ultrafine 80% Stnd GCC 0.135 0130 0.130 0.05 0.07 0.09 0.11 0.13 0.15 0.17 0.19 Pores Size µm Optical results broadly correlate with coating structure As expected no correlation between gloss (surface dependant) and bulk structure PaperCon 2011 Page 448

Ink Tack Development k Force N Tac Ink Tack Decay Time (S) 8.00 6.00 4.00 200 2.00 0.00 0.0 50.0 100.0 150.0 200.0 190 170 150 130 110 90 70 50 30 10 Brazilian 50 160 Brazilian 35 165 Time e(s) Ultrafine 35 87 Ultrafine 20 147 141 Braz 50 Braz 35 Ultrafine 35 Ultrafine 20 Braz 50 Braz 35 Ultrafine 35 Ultrafine 20 80 77 78 Brazilian 50 Brazilian 35 Ultrafine 35 Ultrafine 20 Ink tack development curves shown left Lighter colours are formulations with standard GCC, darker with steep Ink tack decay time plotted below Key factor affecting ink tack development is the choice of kaolin Formulations with Ultrafine kaolin give more rapid ink tack development suggesting higher tack forces during printing PaperCon 2011 Page 449

Summary of Print Properties Kaolin Kaolin Type Level 50 Braz -A 35 Braz -A 35 Ultrafine - B 20 Ultrafine - B 50 Braz - A 35 Braz - A 35 20 Top Blanket Scan ns 600dpi/pixels Ultrafine - B Ultrafine - B 14000 12000 10000 8000 6000 5391 4000 2000 GCC Type Steep Steep Steep Steep Standard Standard Standard d Standard 8897 6234 Sheet Gloss 62 60 59 57 58 56 59 54 11164 Print Gloss B100 74 71 72 68 70 67 67 66 5937 5526 Print Gloss B400 84 83 81 80 81 80 78 76 8827 PPS Print 1.37 1.40 1.45 1.47 1.44 1.58 169 1.69 1.73 4529 Dry Pick 214 224 185 183 214 237 209 236 Piling Extent 5391 6234 8897 11164 5937 5526 8740 4529 Engineered kaolin and steep GCC best Engineered kaolin with standard carbonate generally better than ultrafine kaolin with steep carbonate especially with respect to ink setting and piling Ultrafine kaolin and standard GCC generally worst. 20:80 UF:std GCC gave closed rough coating - but better piling than expected. This was the most macro-rough so is degree of contact t important? Is this one intrinsically v strong? Brazilian 50 Brazilian 35 Ultrafine 35 Ultrafine 20 Brazilian 50 Brazilian 35 Ultrafine 35 Ultrafine 20 PaperCon 2011 Page 450

Pilot Trial Summary Paper Print Press Overall Quality Quality Runnability Ranking 50:50 Braz/Steep 1 1 1 1 35:65 Braz/Steep 2 2 1 2 50:50 Braz/Stnd 3 3 1 3 35:65 Braz/Stnd 4 4 1 4 35:65 UF/Steep 3 3 4 5 20:80 UF/Steep 3 3 5 6 35:65 UF/Stnd 5 5 4 7 20:80 UF/Stnd 6 6 1 8 This work has shown that t pigment selection in LWC while having a relatively l small impact on papermaking cost or indeed paper properties can have a significant influence on quality and press related issues such as piling Formulations based on higher levels of Brazilian kaolin give the best overall quality and press runnability Formulations based on ultrafine kaolin and high levels of GCC pose the most risk to print quality and press runnability However, binder was kept constant in this study.. PaperCon 2011 Page 451

Lab Investigations of Coating Structure t Effects with Different Binder Levels PaperCon 2011 Page 452

Summary of Changes Occurring with Increasing Binder No systematic change in roughness or gloss with varying binder, but light scattering and optical properties such as brightness and opacity decreased with increasing binder. Coating strength increased in all cases with increasing binder, but there was a larger increase for the coatings containing i steep carbonate, - under bound at the lowest latex level? The porosity decreased (higher Gurley) in all cases with more latex but the decrease was bigger with coatings based on standard carbonate, especially the combination of UF kaolin B with standard GCC. - This could indicate that these systems have better intrinsic packing and therefore require less binder to fill up the structure. PaperCon 2011 Page 453

Stain Length 10.5 50 Braz Steep 35 Braz Steep 35 Ufine Steep 20 Ufine Steep 50 Braz Std 35 Braz Std 35 Ufine Std 20 Ufine Std 10.0 Stain Len ngth cm 9.5 9.0 85 8.5 8.0 5pph Latex 7pph Latex 9pph Latex Increasing stain length with more binder. The standard carbonate coatings have less increase with more latex than steep carbonates better packing of particles & less intrinsic binder demand? PaperCon 2011 Page 454

Ink Tack Decay Time 160.0 50 Braz Steep 35 Braz Steep 35 Ufine Steep 20 Ufine Steep 50 Braz Std 35 Braz Std 35 Ufine Std 20 Ufine Std Time to Tac ck Delay to 4 Ns -1 140.0 120.00 100.0 80.0 60.0 40.0 20.0 0.0 5pph Latex 7pph Latex 9pph Latex The ink tack rise and decay are dominated by the kaolin component rather than the carbonate. UF kaolin gives the fastest ink setting at all binder levels, due to a large number of surface pores. Increasing binder slows ink setting but large increase needed to compensate for inherently fast ink setting. - Brazilian / steep carbonate gave similar ink set rates with 5 pph latex as UF kaolin with 9 pph latex. PaperCon 2011 Page 455

Print Gloss 74.0 50 Braz Steep 35 Braz Steep 35 Ufine Steep 20 Ufine Steep 50 Braz Std 35 Braz Std 35 Ufine Std 20 Ufine Std Print Gloss s at 0.8 gm -2 Ink 72.0 70.00 68.0 66.0 64.0 62.0 60.00 58.0 5pph Latex 7pph Latex 9pph Latex The impact of binder increase on print gloss depends on whether the coatings are fast or slow setting. - For fast ink setting rate UF kaolin increasing latex has slowed down the ink setting giving higher print gloss - For the already slow setting Brazilian clay coatings, there is little difference suggesting that even at the lowest binder level the setting rate is slow enough to allow ink film levelling. PaperCon 2011 Page 456

Summary & Binder Impact on Coating Structure We saw that increasing binder level does impact paper and print performance and that there are differences in how the different pigment systems respond to increasing binder. There were also differences in the intrinsic binder requirement of the different pigment systems. However, we wanted to explore if these effects could be linked to differences in coating structure resulting from the different pg pigment/binder combinations. In this section we explore the coating structure by: - Determining the intrinsic binder demand from the CPWC test - Using mercury intrusion porosimetry - Determination of the size of the light scattering unit using wavelength exponents PaperCon 2011 Page 457

Critical Pigment Weight Test This is to determine the point at which there is sufficient binder in the system to completely surround the particles but no extra. Similar to the CPVC C from the paint industry This test gives a feel for the intrinsic binder demand of the pigment blend as a result of its particle packing and gives similar information to the oil absorption test. As the coating colour dries the reflectance falls, as particles become closer together. If there is air voids present in the coating, they will appear and the reflectance will increase again. If it is fully bound the reflectance will plateau. We have quoted this point in terms of pph binder, as is common in the paper industry (CPWC) Elrepho Reflectance Voids present Fully bound Wet coating Black substrate Time PaperCon 2011 Page 458

CPWC PPH by weight of Binder Required to Fully Bind Pigment System 25.5 25 pph by we eight binde er 24.5 24 23.5 23 22.5 22 50 Braz Steep 35 Braz Steep 35 Ufine Steep 20 Ufine Steep 50 Braz Std 35 Braz Std 35 Ufine Std 20 Ufine Std pigment blend Pigment blend choices impact the intrinsic binder demand The amount of binder required to cover the steep pigments is up to 2 pph greater than those containing the broad p.s.d. carbonate. The highest amount being needed for the blends containing the Brazilian clay with steep carbonate. PaperCon 2011 Page 459

Mercury Porosimetry 19 Pigment blend SA m 2 /g 18 17 16 15 14 13 12 11 5 pph latex 7 pph latex 9 pph latex 10 0.04 0.06 0.08 0.1 0.12 0.14 0.16 0.18 Typical pore size of coating colour / µm The steep carbonates give larger pore sizes and slightly higher pore volumes than the standard carbonates. The pore size is also impacted by the particle size and surface area of the pigments. Surprisingly little difference in pore size with increasing binder PaperCon 2011 Page 460

Wavelength Exponents 0.9 50 Braz Steep 35 Braz Steep 35 Ufine Steep 20 Ufine Steep 50 Braz Std 35 Braz Std 35 Ufine Std 20 Ufine Std Wavel ength Expo onents - Be eta 0.8 0.8 0.7 0.7 Smaller Scattering Unit More negative S - 0.6 5pph Latex 7pph Latex 9pph Latex The size of the scattering unit is influenced by both the pigment and binder selection. - More UF clay => smaller scattering unit - No real impact of carbonate - More latex => larger scattering unit PaperCon 2011 Page 461

Discussion - The impact of binder on the paper properties and printability of paper is linked to the pigment formulation concept used. - The shape, and psd of the pigments impact how they pack together in the coating and their intrinsic binder requirement, higher surface area pigments require more binder. Narrow psd pigments are designed to give larger pores, for higher optical efficiency, but this may result in weaker coatings. - The steep carbonates have a larger change in wavelength exponent and stain length with increasing binder level than standard ones. This is indicative of a higher intrinsic binder demand in recipes containing significant amounts of steep carbonate. - The impact of binder addition on the size of scattering unit is interesting Intuitively one would expect that adding more binder would perhaps reduce the scattering unit size, but data clearly shows the inverse effect. this effect may be because the film formed binder is filling some of the smaller pores, or that the binder around the pigment is appearing to enlarge the pigment particle giving a larger scattering unit. If the scattering unit is increased in size then the reason for reduced light scatter with increased binder must relate to a decrease in the number of scattering units. PaperCon 2011 Page 462

Conclusions Formulation practice for LWC papers is very diverse, yet the final paper physical properties can appear quite similar Pigment selection has a significant influence on print quality and press related issues such as piling Formulations based on higher h levels l of Brazilian kaolin give the best overall quality and press runnability Formulations based on ultrafine kaolin and high levels of GCC pose the most risk to print quality (print gloss) and press runnability (piling) Addition of more binder altered the optical properties, strength and porosity of the coatings, but the degree of impact depended upon the pigment blend In general the more densely packed coatings had a lower porosity and intrinsically a lower binder demand. The strength of the coating is influenced by surface area of the pigment and a finer pigment will have a higher SA and require more binder Techniques such as the study of wavelength exponents give insight into the size of the light scattering unit, and the intrinsic binder demand CPWC test can give additional information and can help tease out effects such as the impact of binder addition, where mercury porosimetry was not successful as in this case. PaperCon 2011 Page 463

Dedication This paper is dedicated to the memory of Dr Len Gate, who sadly passed away in December 2010. Among his many contributions to the world of minerals and optical physics was the use of wavelength exponents in paper. He is and will be missed by us all. 1937-2010 PaperCon 2011 Page 464