We present a detailed protocol outlining how to perform nonlinear oscillatory shear rheology on soft materials, and how to run the SPP-LAOS analysis to understand the responses as a sequence of physical processes.
We investigate the sequence of physical processes exhibited during large amplitude oscillatory shearing (LAOS) of polyethylene oxide (PEO) in dimethyl sulfoxide (DMSO) and xanthan gum in water — two concentrated polymer solutions used as viscosifiers in foods, enhanced oil recovery, and soil remediation. Understanding the nonlinear rheological behavior of soft materials is important in the design and controlled manufacturing of many consumer products. It is shown how the response to LAOS of these polymer solutions can be interpreted in terms of a clear transition from linear viscoelasticity to viscoplastic deformation and back again during a period. The LAOS results are analyzed via the fully quantitative Sequence of Physical Processes (SPP) technique, using free MATLAB-based software. A detailed protocol of performing a LAOS measurement with a commercial rheometer, analyzing nonlinear stress responses with the freeware, and interpreting physical processes under LAOS is presented. It is further shown that, within the SPP framework, a LAOS response contains information regarding the linear viscoelasticity, the transient flow curves, and the critical strain responsible for the onset of nonlinearity.
Concentrated polymeric solutions are used in a variety of industrial applications primarily to increase viscosity, including in foods1 and other consumer products2, enhanced oil recovery3, and soil remediation4. During their processing and use, they are necessarily subjected to large deformations over a range of timescales. Under such processes, they demonstrate rich and complex nonlinear rheological behaviors that depend on the flow or deformation conditions1. Understanding these complex nonlinear rheological behaviors is essential for successfully controlling processes, designing superior products, and maximizing energy efficiency. Aside from the industrial importance, there is a great deal of academic interest in understanding the rheological behaviors of polymeric materials far from equilibrium.
Oscillatory shear tests are a staple component of every thorough rheological characterization because of the orthogonal application of strain and strain rate5, and the ability to independently control the length and time scales probed by tuning the amplitude and frequency. The stress response to small amplitude oscillatory shear strains, which are small enough not to disturb a material's internal structure, can be decomposed into components in phase with the strain and in phase with strain rate. The coefficients of the components in phase with the strain and the strain rate are collectively referred to as the dynamic moduli6,7, and individually as the storage modulus, , and loss modulus, . The dynamic moduli lead to clear elastic and viscous interpretations. However, interpretations based on these dynamic moduli are valid only for small strain amplitudes, where the stress responses to sinusoidal excitations are also sinusoidal. This regime is generally referred to as the small amplitude oscillatory shear (SAOS), or the linear viscoelastic regime. As the imposed deformation becomes larger, changes are induced in the material microstructure, which are reflected in the complexity of the non-sinusoidal transient stress responses8. In this rheologically nonlinear regime, which more closely mimics industrial processing and consumer usage conditions, the dynamic moduli act as poor descriptions of the response. Another way to understand how concentrated soft materials behave out of equilibrium is therefore required.
A number of recent studies9,10,11,12,13,14,15,16 have shown that materials pass through diverse intra-cycle structural and dynamical changes elicited by larger deformations in the medium amplitude oscillatory shear (MAOS)15,17 and large amplitude oscillatory shear (LAOS) regimes. The intra-cycle structural and dynamical changes have different manifestations, such as breakage of microstructure, structural anisotropy, local rearrangements, reformation, and changes in diffusivity. These intra-cycle physical changes in the nonlinear regime lead to the complex nonlinear stress responses that cannot be simply interpreted with the dynamic moduli. As an alternative, several approaches have been suggested for the interpretation of the nonlinear stress responses. Common examples of this are Fourier transform rheology (FT rheology)18, power series expansions11, the Chebyshev description19, and the sequence of physical processes (SPP)5,8,13,14,20 analysis. Although all of these techniques have been shown to be mathematically robust, it is still an unanswered question as to whether any of these techniques can provide clear and reasonable physical explanations of nonlinear oscillatory stress responses. It remains an outstanding challenge to provide concise interpretations of rheological data that correlate to structural and dynamical measures.
In a recent study, the nonlinear stress response of the Soft Glassy Rheology (SGR) model8 and a soft glass made of colloidal star polymers7under oscillatory shear was analyzed through the SPP scheme. Temporal changes in the elastic and viscous properties inherent in nonlinear stress responses were separately quantified by the SPP moduli, and . Furthermore, the rheological transition represented by the transient moduli was accurately correlated to microstructural changes represented by the distribution of mesoscopic elements. In the study of the SGR model8, it was clearly shown that rheological interpretation via the SPP scheme accurately reflects the physical changes under all oscillatory shear conditions in the linear and nonlinear regimes for soft glasses. This unique capability to provide accurate physical interpretation of nonlinear responses of soft glasses makes the SPP method an attractive approach for researchers studying out-of-equilibrium dynamics of polymer solutions and other soft materials.
The SPP scheme is built around viewing rheological behaviors as occurring in a three-dimensional space () that consists of the strain (), strain rate (), and stress ()5. In a mathematical sense, the stress responses are treated as multivariable functions of the strain and strain rate (). As the rheological behavior is regarded as a trajectory in (or a multivariable function), a tool for discussing the properties of a trajectory is required. In the SPP approach, the transient moduli and play such a role. The transient elastic modulus and viscous modulus are defined as partial derivatives of the stress with respect to the strain () and the strain rate (). Following the physical definition of differential elastic and viscous moduli, the transient moduli quantify the instantaneous influence of strain and strain rate on the stress response respectively, whereas other analysis methods cannot provide any information on elastic and viscous properties separately.
The SPP approach enriches the interpretation of the oscillatory shear tests. With the SPP analysis, the complex nonlinear rheological behaviors of concentrated polymeric solutions in LAOS can be directly related to the linear rheological behaviors in SAOS. We show in this work how the maximum transient elastic modulus (max) near the strain extrema corresponds to the storage modulus in the linear regime (SAOS). Furthermore, we show how the transient viscous modulus () during a LAOS cycle traces the steady state flow curve. In addition to providing details of the complex sequence of processes that concentrated polymer solutions go through under LAOS, the SPP scheme also provides information regarding the recoverable strain in the material. This information, which is not obtainable through other approaches, is a useful measure of how much a material will recoil once stress is removed. Such behavior has impact on the printability of concentrated solutions for 3D printing applications, as well as screen printing, fiber formation, and flow cessation. A number of recent studies5,8,13 clearly indicate that the recoverable strain is not necessarily the same as the strain imposed during LAOS experiments. For instance, a study of soft colloidal glasses under LAOS13 found that the recoverable strain is only 5% when significantly larger total strain (420%) is imposed. Other studies16,21,22,23,24 using the cage modulus21 also conclude that linear elasticity can be observed under LAOS at the point close to the strain maxima, implying that the materials experienced relatively small deformation at those instants. The SPP scheme is the only framework for understanding LAOS that accounts for a shift in the strain equilibrium that leads to a difference between the recoverable and the total strains.
This article aims to facilitate understandings and ease of use of the SPP analysis method by providing a detailed protocol for a LAOS analysis freeware, using two concentrated polymer solutions, a 4 wt% xanthan gum (XG) aqueous solution and a 5 wt% PEO in DMSO solution. These systems are chosen because of their broad range of application and rheologically interesting properties. Xanthan gum, a natural high-molecular-weight polysaccharide, is an exceptionally effective stabilizer for aqueous systems and commonly applied as a food additive to provide desired viscosification or in oil drilling to increase viscosity and yield points of drilling muds. PEO has a unique hydrophilic property and is often used in pharmaceutical products and controlled release systems as well as soil remediation activities. These polymeric systems are tested under various oscillatory shear conditions that are intended to approximate processing, transport, and end-use conditions. Although these practical conditions may not necessarily involve flow reversal as in oscillatory shear, the flow field can be easily approximated and tuned with the independent control of applied amplitude and imposed frequency in an oscillatory test. Furthermore, the SPP scheme can be used as described here to understand a broad range of flow types, including those that do not include flow reversals such as the recently-proposed UD-LAOS25, in which large amplitude oscillations are applied in one direction only (leading to the moniker "uni-directional LAOS"). For simplicity, and for illustrative purposes, we restrict the current study to traditional LAOS, which does include periodic flow reversal. The measured rheological responses are analyzed with the SPP approach. We demonstrate how to use the SPP software with simple explanations on salient calculation steps to improve readers' understanding and usage. A legend for interpreting the SPP analysis results is introduced, according to which the type of rheological transition is identified. Representative SPP analysis results of the two polymers under various oscillatory shear conditions are displayed, in which we clearly identify a sequence of physical processes that contains information on the material's linear viscoelastic response as well as the steady-state flow properties of the material.
This protocol provides salient details of how to accurately perform nonlinear rheological experiments, as well as a step-by-step guide to analyzing and understanding rheological responses with the SPP framework, as shown in Figure 1. We begin by providing an introduction to the instrument setup and calibrations, followed by specific commands for making a commercially-available rheometer collect high-quality transient data. Once the rheological data have been obtained, we introduce the SPP analysis freeware, with a detailed manual. Further, we discuss how to understand the time-dependent response of the two concentrated polymer solutions within the SPP scheme, by comparing the results obtained from LAOS with the linear-regime frequency sweep and the steady-state flow curve. These results clearly identify that the polymer solutions transition between distinct rheological states within an oscillation, allowing for a more detailed picture of their nonlinear transient rheology to emerge. These data can be used to optimize processing conditions for product formation, transport, and use. These time-dependent responses further provide potential pathways to clearly form structure-property-processing relationships by coupling the rheology with microstructural information obtained from small-angle scattering of neutrons, X-rays, or light (SANS, SAXS, and SALS, respectively), microscopy, or detailed simulations.
1. Rheometer Setup
2. Running Oscillatory Shear Tests
Note: Two ways of running oscillatory shear tests are introduced. The first approach is designed for sinusoidal stresses and strains only and was used to collect the data we report here. The second method allows for arbitrary stress or strain schedules to be set.
3. Performing SPP analysis (SPP-LAOS software)
Note: The SPP analysis software is a MATLAB-based freeware package for analyzing rheological data with the SPP framework and is attached as Supplementary Files 1‒621.
4. Interpreting a LAOS Response
Representative results of the SPP analysis from XG and PEO/DMSO solutions under oscillatory shear tests are presented in Figures 4 and 5. We first present the raw data as elastic () and viscous () Lissajous-Bowditch curves in Figures 4a, 4b, 5a and 5b. To fully understand the intra-cycle physics, the time-dependent Cole-Cole plots obtained from the SPP freeware are presented in Figures 4c and 5c. Interpretations of the plots are discussed in the manner laid out by the legend in Figure 3 and protocol steps 4.2-4.7, where the relative motion of the trace quantitatively indicates whether the material undergoes stiffening/softening or thickening/thinning in an intra-cycle sense. The time-weighted centers of these trajectories, which represent the average elastic and viscous moduli, correspond to the dynamic moduli, and , shown in Figure 4d and 5d. In the case of large deformations, average parameters are insufficient to describe the material response at any particular instant. Forming a bridge between rheological data and microstructural evolutions has proved a difficult task. Microstructural information obtained from either scattering9,26 or simulation12 is often time-resolved and requires a rheological study that matches the temporal resolution. A more complete discussion of the linking the macroscopic SPP analysis and microstructural details can be found in a recent study of soft glassy materials8.
Using the SPP scheme, we are also able to determine the elastic recoverable strain at moments when the material response is predominantly elastic. In particular, the gel-like structure of XG responds in ways that are reminiscent of soft glassy materials, where the responses go through instants of linear-regime viscoelasticity across the large amplitudes as shown in Figure 4d. Indeed, we identify the instantaneous SPP elastic modulus at large amplitudes in the XG solution that is more than three orders of magnitude larger than the traditional storage modulus, showing the clear benefit of the local measures. Similar results have been observed in studies of soft colloidal glasses16,21,22,23,24, where the points of linear-like elasticity also take place at positions near the strain extrema. This indicates that the material equilibrium is well separated from the place where the experiment started, at zero strain. With the SPP analysis, it is shown in Figure 4e that the elastic recoverable strain at the point of maximum elasticity remains nearly constant at 16%, even when the applied strain is as large as 4,000%. This constant recoverable strain of approximately 16% corresponds to the critical strain amplitude, , above which nonlinear behavior is observed in the strain amplitude sweep of Figure 4d.
In the case of the PEO solution, the maximum transient elastic modulus across different amplitudes is shown in Figure 5d. We identify, using the SPP approach, an increasing stiffness as the amplitude increases, while the storage modulus shows only softening. At the largest amplitudes probed, we identify an instantaneous modulus that is more than an order of magnitude larger than the traditionally-defined storage modulus. The magnitudes of the transient elastic and viscous moduli are comparable at the instants of largest elasticity, meaning that the condition for the SPP to correctly identify the elastic strain is not met.
The major advantage of the quantitative SPP scheme is that elastic and viscous properties can be clearly determined at each point in the cycle. In the previous section, it was established that at instants close to the strain extrema, the XG solution responds as if it is in its linear viscoelastic limit while the PEO solution displays a modulus that is marginally larger than that exhibited in the linear regime. We now turn our attention to the next major component in the sequence of physical processes exhibited by both polymer solutions, the flow condition.
The transient differential viscosity, defined as the transient viscous modulus divided by the frequency, , is displayed in Figure 6 on top of the steady-shear flow viscosity, determined from independent steady-shear tests. A similar response is observed from both materials, where the transient differential viscosities initially remain constant at low shear rates, followed by an overshoot, before decreasing rapidly. The transient differential viscosities of both solutions change with shear rate approximately the same as the steady-shear flow viscosity, albeit with transient differential viscosities that are slightly below the steady-state conditions. The steady-shear flow response can be viewed as a LAOS experiment in the limit of zero frequency; nonetheless, with the SPP analysis scheme, the transient flow behaviors at any arbitrary imposed frequency can be quantitatively constructed.
The distinct sequence of physical processes exhibited by XG at a strain amplitude of 4000% is displayed in Figure 7, where the symbols split the Lissajous-Bowditch curve into different processes of interest. We begin in the region labelled as region #1, which we identify as being viscoplastic in nature. In this interval of the response, the SPP analysis scheme shows nearly zero elasticity, as determined by , which indicates no strain-dependence to the stress. As the shear rate begins to decrease close to the strain extremum, the XG solution stiffens, indicating that the structure responsible for the linear viscoelastic response begins to reform. We term this 'restructuring'. The elastic recoverable strain at this point, at around 16%, is much smaller than the total deformation, which is consistent with the linear-regime viscoelasticity of these gel-like and other glassy systems. A rapid transition from elastic to viscous behaviors, reminiscent of yielding or destructuring, takes place once sufficient strain is acquired from reversal, and is followed by a stress overshoot, during which there is a sharp change in the transient moduli. During the portion of the overshoot when the stress is decreasing, the instantaneous viscous modulus, is momentarily negative, reflecting the decreasing stress with increasing shear rate. Portions of negative are therefore not observed in the PEO solutions because of their lack of any overshoot. Lastly, the system goes back to the viscoplastic deformation regime and experiences the distinct intra-cycle sequence twice over a cycle of oscillation.
Figure 1: A schematic to illustrate a complete process of performing, analyzing and understanding rheological experiments. Please click here to view a larger version of this figure.
Figure 2: Detailed procedure of loading materials. (a) Attach the lower (PP50) and upper (CP50-2) geometries followed by setting the zero-gap position. (b) Load the material onto the center of the lower plate with a pipette or spatula while avoiding bubbles. (c) Command the upper geometry to trim gap. Slight overfilling is expected in this step unless pipetting with precise volume. Underfilling should be prevented. (d) Gently trim the overfill at the edge of geometries with a square-ended spatula. (e) Continue to the measurement gap only when the loading and trimming are good, such that no underfilling is observed around the perimeter of the geometry, and the edges show no distinct fractures. Please click here to view a larger version of this figure.
Figure 3: Trajectories in time-dependent Cole-Cole plots can be interpreted through these legends. (a) Cole-Cole plot in -space, (b) in -space. Please click here to view a larger version of this figure.
Figure 4: SPP-LAOS analysis from the 4 wt% XG solution at the frequency of 0.316 rad/s. The raw data are presented as elastic (a) and viscous (b) Lissajous-Bowditch curves. (c) Cole-Cole plot of transient moduli , where the dashed lines represent the linear-regime dynamic moduli. (d) The transient moduli determined at the point of maximum elasticity as a function of strain amplitudes. (e) Elastic recoverable strain at the instant of maximum as a function of strain amplitude. Please click here to view a larger version of this figure.
Figure 5: SPP-LAOS analysis from 5 wt% PEO in DMSO solution at the frequency of 1.26 rad/s. (a) Elastic and (b) viscous Lissajous-Bowditch curves. (c) Cole-Cole plot of transient moduli , where the dashed lines represent the linear-regime dynamic moduli. (d) The dynamic moduli as a function of strain amplitudes. Please click here to view a larger version of this figure.
Figure 6: The transient differential viscosity plotted on top of the steady-shear flow curve from the XG (a) and PEO/DMSO (b) systems. Lines show transient differential viscosity determined from LAOS tests while star symbols represent steady-shear flow viscosity. Please click here to view a larger version of this figure.
Figure 7: The sequence of physical processes under LAOS from the XG solutions. The symbols shown on elastic Lissajous-Bowditch curves (a) correspond to the ones in the time-dependent Cole-Cole plot of transient moduli (b). Please click here to view a larger version of this figure.
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We have demonstrated how to correctly perform large amplitude oscillatory shear rheometry tests using a commercial rheometer, and to run the SPP analysis freeware to interpret and understand the nonlinear stress responses of two distinct polymer solutions. The SPP framework, which has previously been shown to correlate with structural changes and facilitate understandings of numerous colloidal systems, can be equally applied to polymer systems. The responses of two concentrated polymeric solutions to LAOS have been investigated using the SPP scheme, in which the rheological responses are shown to exhibit complex sequences of processes. These transient intra-cycle interpretations provide essential information on the nonlinear out-of-equilibrium behaviors of polymeric solutions, and provide guidelines for engineers to improve consumer products with desired properties or to transport systems more efficiently.
The gel-like XG solution and the concentrated entangled PEO solution exhibit distinct physical processes that provide clear distinctions between their respective nonlinear behaviors. While the maximum transient elastic modulus of XG remains essentially unchanged across the imposed amplitudes, reminiscent of soft glassy materials that exhibit caging dynamics, the PEO solution displays a local stiffening characteristic that is better described by finite-extensibility concepts typically applied to polymer systems. As a consequence, processes involving each material would be best approximated using glassy and finitely extensible nonlinear elastic (FENE)-type models. In addition to how the maximum elasticity changes with applied strain amplitude, the transient differential viscosity from the two systems show similar behaviors, with apparent overshoots at high shear rates being identified prior to shear thinning. However, the PEO solution displays a lower transient differential viscosity than the steady-state conditions, while the XG solution exhibits no marked difference between steady and dynamic shearing. We therefore identify different pre-yielded processes, but similar post-yield characteristics in the two polymer systems. In both cases, we identify post-yielded conditions that are nearly indistinguishable from steady shearing, showing that it is not necessary to go to the limit of zero frequency in LAOS to obtain reliable information about the flow properties of soft materials.
We identify the nonlinear rheological sequence as containing information about the linear viscoelasticity, the transient flow curves, and the critical strain that is responsible for nonlinear behaviors. This congruence of information obtained via the SPP approach is not possible with any of the FT-based approaches, which treat oscillatory shearing as a special rheological case, with interpretations that are not applicable to other experimental protocols. In contrast, the SPP approach views all materials responses equivalently, providing a clear mechanism for direct comparisons across a range of different tests, such as those made here. We show that the elastic recoverable strain is approximately constant at the point of maximum elasticity for a xanthan gum solution, and this constant elastic strain is indicative of the critical strain of nonlinear regime. We also demonstrate that the transient flow curves can be constructed from the results of the SPP analysis. In a single LAOS test on a concentrated polymeric solution using the SPP approach, we can therefore confidently determine the linear viscoelastic response at that frequency, portions of the steady-state flow curve that correspond to the conditions imposed, and the amplitude above which responses become nonlinear. Overall, this work provides a general approach to performing and understanding nonlinear rheological behaviors of soft matter, with a particular emphasis on polymer solutions. The approach outlined in this work provides an easy-to-implement methodology that provides clear correlation between small and large-amplitude deformation bulk rheology, which can be used to assist in the rational design and optimization of materials under flow.
The authors have nothing to disclose.
The authors thank Anton Paar for use of the MCR 702 rheometer through their VIP academic research program. We also thank Dr. Abhishek Shetty for the comments in the instrument setup.
SPP analysis software | Simon Rogers Group (UIUC) | SPPplus_v1p1 | Attached as supplementary files |
MATLAB | Mathwork | ||
Rheometer | Anton Paar | MCR 702 TwinDrive | |
50mm 2-degree cone | Anton Paar | CP50-2 | Upper measuring system |
50mm plate | Anton Paar | PP50 | Lower measuring system |
Xanthan gum (XG) | Sigma-Aldrich | 11138-66-2 | |
Polyethylene oxide (PEO) | Sigma-Aldrich | 25322-68-3 | Mv=1,000,000 |
Dimethyl sulfoxide (DMSO) | Sigma-Aldrich | 67-68-5 |