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Critical Reviews in Food Science and Nutrition


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Rheological properties of selected dairy products


a a b
Jorge F. Vélez‐Ruiz , Gustavo V. Barbosa Cánovas & Dr. Micha Peleg
a
Biological Systems Engineering Department, Washington State University, Pullman, WA,
99164–6120
b
Department of Food Science, Chenoweth Laboratory, University of Massachusetts,
Amherst, MA, 01003
Published online: 29 Sep 2009.

To cite this article: Jorge F. Vélez‐Ruiz , Gustavo V. Barbosa Cánovas & Dr. Micha Peleg (1997): Rheological properties of
selected dairy products, Critical Reviews in Food Science and Nutrition, 37:4, 311-359

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Critical Reviews in Food Science and Nutrition, 37(4):311-359 (1997)

Rheological Properties of Selected Dairy Products


Jorge F. Vélez-Ruiz and Gustavo V. Barbosa Cánovas*
Biological Systems Engineering Department, Washington State University, Pullman WA 99164-6120

Referee: Dr. Micha Peleg, Department of Food Science, Chenoweth Laboratory, University of Massachusetts, Amherst, MA 01003.

* To whom all correspondence should be addressed.

ABSTRACT: This article reviews rheological properties of milk, concentrated milk, cream, butter, ice cream, and
yogurt, as well as the structure and some physicochemical properties of milk components. A brief description of
basic rheological concepts related to liquids, solids, and viscoelasticity is presented, including those rheological
models commonly used to characterize dairy products. Rheological behaviors exhibited by these dairy products,
including Newtonian in milk and concentrated milk, nonNewtonian in concentrated milk, cream, and yogurt,
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thixotropy revealed by concentrated milk, cream, and yogurt, and the viscoelastic characteristics displayed by
butter, ice cream, and yogurt, are analyzed, and relevant process variables affecting the rheological behavior of
dairy products are discussed. Also, to facilitate the comparison of test methods and identify the typical instrumen-
tation and models utilized in rheological characterization of dairy products, experimental conditions and equations
used for modeling are included in a tabulated form.

KEY WORDS: rheological properties, rheology of dairy products, milk, concentrated milk, cream, butter, ice
cream, yogurt.

I. INTRODUCTION tion of the world's milk supply reflects the ten-


dencies of individual countries. In 1989, around
A. Dairy Products 30% was used to produce liquid milk products,
and 30% was utilized in the production of various
Milk is transformed for preservation purposes types of cheese.155 The rest of worldwide produc-
and subsequent commercialization in various tion was processed to manufacture other dairy
forms. Dairy products include a diverse group of products.
foods made from milk, including concentrated
milk, cream, butter, ice cream, yogurt and ferment-
ed milks, cheese, and powdered milk, which are
the most commercially known, and other byprod- B. Importance of Rheological Properties
ucts that are less marketable. These products are
very important from a nutritional, technological, Rheology is a science related to the flow of
and economical point of view. fluids and deformation of matter.46-97-115 Under-
Of the total U.S. milk production (8.894 x standing the rheological behaviors of foods is impor-
1010 lb) in 1990, approximately 60% was utilized tant in the following steps during manufacturing:
to produce cheese, cream, butter, ice cream and
frozen desserts, and evaporated, concentrated and 1. Quality control of ingredients and finished
dry milk; the rest of the production was consumed products
in fluid forms.174 2. Design and evaluation of process and unit
World milk production has increased steadily operations equipment
between 1 and 1.5% since 1980 and will probably 3. Characterization and development of food
continue to grow at a similar rate.104 The utiliza- products for consumer acceptability

1040-8398/97/$.50
© 1997 by CRC Press LLC
311
4. Elucidation of the structure and relation- quently, develop particular properties and struc-
ship among structure and textural proper- tures, depending on the manufacture process ap-
t j es 5,42,77,122,126,151,164 plied to elaborate each dairy product.68
There are correlations between the microstruc-
Commonly, fluid milk and cream are consid- ture and physical properties of milk products.
ered examples of liquids, and hard cheese is an Microstructure, in turn, controls physical proper-
example of a solid, but concentrated milk, yogurt, ties such as viscosity, elasticity, texture, suscepti-
butter, ice cream, and several types of cheese can bility to syneresis, firmness, spreadability, and
show an intermediate behavior identified as vis- others. Although there is extensive literature on
coelastic.26-115-153 the characteristics of dairy products, only a few
In addition to rheological considerations, the papers attempt to correlate structure and rheologi-
structures of dairy products are intimately associ- cal properties.
ated with texture, which is recognized as one of
the principal attributes in quality.19 Texture per-
ception is related to the arrangement, disposition, B. Milk Components
and interactions between particles of a given food
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product at the time it is exposed to a certain stress Proteins and lipids are the most important
or strain.43 milk components because their physicochemical
modifications affect the structure and overall be-
havior of dairy products.68 Lactose, for example,
II. NATURE OF MILK only affects the structure of some dairy products.65
Milk proteins have the capacity to form a gel
A. Milk consisting of a protein matrix with casein as the
main structural element. This matrix may contain
Although milk has the appearance of a simple additional components such as whey proteins, fat
liquid, its structure is very complex and not even globules, lactic acid bacteria, and other ingredi-
fully known.36 An understanding of the physico- ents. The ability to immobilize milk serum or
chemical characteristics of this biological fluid is whey in a liquid phase is one of the most impor-
necessary to better understand the changes that tant characteristics of the gel matrix.68-70
occur during processing and the properties of in- Casein is a major milk- protein present in the
termediate and finished dairy products.54 form of globular particles called micelles that
Chemically, milk is a complex material inte- are 100 to 300 nm in diameter and apparently
grated by several hundred constituents,54-115 many composed of submicelles with diameters of 10
of which have special significance even though to 20 nm held together by calcium phosphate.69
some are present in low concentrations. In gen- Various structural models have been proposed
eral, the components of milk are classified into for the casein micelles, and in some specific
seven groups: proteins, lipids, carbohydrates, positions have been allocated to the individual
minerals, pigments and vitamins, enzymes, and components such as ocsl-, |B-, and K-caseins. In-
miscellaneous compounds.54 From a physico- tact molecules of K-casein and the presence of
chemical point of view, milk is a complex solu- calcium phosphate are generally recognized as
tion of salts, lactose, and other hydrophilic minor essential for the integrity of the casein micelles.
organic components where whey proteins, casein In fresh milk, the micelles have smooth surfaces,
corpuscular micelles, and fat globules are dis- whereas in milk heated above 85°C for more
persed.54-68 The physical state of the dispersed than 10 min, the insoluble complex formed by
phase represents two separate colloidal forms: a the interaction of pMactoglobulin with K-casein
suspension and an emulsion. This double colloi- imparts a ragged topography to the casein mi-
dal system provides milk with more divergent celle surface.68
product structures than most other food ingredi- Fat is present in milk, forming fat globules
ents.36 Milk constituents that interact in various 0.5 to 10 p.m in diameter. Fat globules are en-
ways lead to different microstructures and, conse- cased in lipoprotein membranes or "secondary"

312
globule membranes, which are the membranes of the same from one country to another.7 Dairy
the secretory cells of the mammary gland, physi- products are based on (1) milk protein, such as
cally modified by milking. The original mem- evaporated skim milk, yogurt, cottage cheese, and
brane is fragmented and is shed during the pas- dried whey powder, (2) milk fat, such as cream,
sage of the fat globule from the secretory cell into butter, and ice cream, or (3) a combination of
the secretory alveole and into expressed milk; this milk proteins and fats.67
process leaves a single dense or secondary mem- Products such as yogurt and most cheeses are
brane around the fat globule. Therefore, the mi- characterized by a rigid protein matrix, and if fat
crostructure of the fat globule membranes and its is present, it is dispersed into that matrix. On the
stability vary and depend on the time elapsed other hand, milk products based on fat do not
after the fat globule is secreted from the mam- have a rigid protein matrix. They are in the form
mary gland.68 of emulsions, either of the oil-in-water type such
Lactose is the characteristic carbohydrate in as cream, or the water-in-oil type such as butter,
milk. It is a disaccharide that occurs naturally in and if protein is present, it is dispersed in the
either of two crystalline forms, a-monohydrate aqueous phase of the product.69 During manufac-
and anhydrous P, or as an amorphous "glass" mix- turing, the components of milk interact in various
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ture of a- and P-lactose.61 It is present as an un- ways that lead to different microstructures and
dissociated molecule in a true solution. The lac- specific properties.
tose molecule is not spherical, and its contribution
to imparting viscosity to the milk is not signifi-
cant.115 Some physical and chemical properties of
lactose are very important in the manufacturing 1. Milk Products Based on Proteins
process of dairy products. On the other hand, its
slow solubility and ease of crystallization can be Casein micelles are one of the most important
a disadvantage in the manufacture of ice cream components of milk that make it possible to for-
when the mix is cooled to a low temperature. The mulate a variety of products with very different
concentration of lactose in condensed milk is criti- characteristics, ranging from liquids such as evapo-
cal in protecting the texture of this milk product. rated milk, and semiliquids such as yogurt, to
Additionally, the vulnerability of lactose in the semisolids such as cheese.69 The ability of casein
Maillard browning reaction is a problem in the micelles to interact with whey proteins and aggre-
manufacture and storage of dried milk and dried gate and hydrolyze under the effects of low pH,
whey powder.65 heat, and the presence of proteolytic enzymes, is
Water is the most abundant constituent of the most important property of milk for making
milk, and it plays a key role during the manufac- dairy products.66
ture of dairy foods. The presence of water be- In fresh milk and evaporated skim milk, heat-
comes relevant through hydrophilic and/or hy- ing causes denaturation of whey proteins and an
drophobic interactions with the other milk interaction between P-lactoglobulin and K-casein
components. of the casein micelle by means of disulfide bonds.
Minor constituents, such as enzymes, gases, Milk gels induced by heat are closely related in
minerals, vitamins, thickening agents, acidulants microstructure to evaporated milk gelled during
and microorganisms, added or developed during storage. The gels made by heating a suspension of
manufacture may promote interactions with ma- skim milk powder in water to 100°C have a three-
jor components.36-70 dimensional network of casein micelles connected
by thin, short fibers.66
Yogurt made from heated milk is firmer and
C. Food Structure and Dairy Products more resistant to syneresis, and its microstructure
is finer than yogurt made from unheated milk.
Traditional dairy products such as cream, The liquid phase is immobilized in the interstitial
butter, and cheese are fairly common throughout spaces in the protein network, the dimensions of
the world, and their compositions are basically which depend on the casein concentration in the

313
yogurt milk; the higher the protein concentration, suspensions formed by proteins and stabilizers,
the smaller the interstitial spaces.66-69 and emulsions of fat and emulsifiers to retain its
In the case of cottage cheese, although its porous form during freezing and low-temperature
microstructure is similar to that of yogurt, the storage.173
casein micelles forming the chains and clusters of In contrast to other cheeses, in cream cheese
the cheese network are fused more tightly than in there is no rigid matrix as a result of stirring and
yogurt. The network of this cheese is denser as a homogenization; the absence of a matrix makes
consequence of shrinkage of the gel during cook- this cheese spreadable.66
Butter differs from the preceding fat-based
While making cheese, the curds developed by milk products because it is a water-in-oil emul-
the chaining and clustering of casein micelles sion in which water droplets smaller than 10 nm
gradually form a three-dimensional network; fat in diameter form a very fine dispersion in semi-
globules retain their membranes and can be iden- solid milk fat.67
tified as single entities or as clusters interspersed These particular characteristics of milk and
in the protein matrix.66-69 Changes in heat treat- milk components are the origin of a great diver-
ments of milk, variations in mechanical treat- sity of dairy products; each manufacture process
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ments of the curd, the use of microorganisms in and any variant of this will cause different effects
cheese ripening, and different environmental con- on dairy products. Although there are studies re-
ditions during aging result in the generation of a lating the rheological measurements to structural
great variety of cheeses in which proteins, fat, and changes, such as protein denaturation in milk,
other constituents interact in different ways.68-69 gelation in evaporated milk, age thickening in
Spray-dried milk shows particles that can have sweetened-condensed milk, fat crystallization in
a very different surface structure.22 Particles ob- cream, butter, and ice cream, emulsion properties
tained by spray drying are mostly spherical and in ice cream mixes, and protein network forma-
contain vacuoles with occluded air, imparting a tion in yogurt interest in finding correlations
porous appearance to the powder. The lactose between food structure and the rheological prop-
present in the particles is in an amorphous form.24 erties of food products continues to grow every
Spray-dried whole milk particles have diameters day.
ranging from 5 to 150 |im; fat globules and vacu-
oles are dispersed in a continuous phase that prob-
ably consists of amorphous lactose.22 III. RHEOLOGY AND RHEOLOGICAL
MODELS

A. Strain and Stress


2. Milk Products Based on Fat
In rheology, strain and stress are two relevant
In fresh milk, fat globules rapidly rise to the
physical variables that need to be considered when
surface (because of their low density) and form a
a material deforms in response to applied forces.
layer of cream. To prevent that separation, milk is
Strain represents a change in length with respect
homogenized. The formed fat surface is rapidly
to the original dimension. This parameter is es-
coated with surface-active material, casein and
sentially a relative displacement, and there are
undenatured whey proteins, that significantly con-
many definitions associated with this concept.
tributes to the stability of the emulsion.67
For instance, engineering strain is expressed by
In cream, for instance, fat globules are dis-
the following equation:115-158-160
persed at a high concentration and are affected by
any change; for example, whipping incorporates
AL L-L
a large volume of air into the cream and produces O
c
= = O_
(1)
a fat-rich foam.152 L. L
Ice cream is formulated as a complex system where ec is the engineering strain (also called
of sugar and salt solutions, colloidal solutions and Cauchy strain), AL is change in length, L is the

314
final length after deformation of the material, and in terms of a rheological equation of state.31
Lo is the original length before deformation. Figure 1 illustrates the correspondence between
This definition is expressed in terms of a the physical forces and deformations, as well as
simple shear. Strain is determined by displace- the functional relationships between stress and
ment gradients, and strain rate by velocity gradi- strain.
ents. Strain and stress are tensor quantities and are
represented by nine components.13-31
Stress that relates the magnitude of the force
over the surface of application can be compres- B. Classification of Materials
sive, tensile, or shear, depending on how the force
is applied. Nine separate components are required A particular approach in which the rheologi-
to adequately describe the state of stress in a cal behavior of a material is analyzed on a simpli-
material.31-158-181 The stress at any point in a body fied deformation is called single shear or uniaxial
may be represented by the following matrix: deformation. This approach is the basis for many
rheological measurement techniques and permits
the analysis of many food materials.31-77 Accord-
ing to Darby,31 the materials may be classified
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X
23 (2)
T
Theologically with respect to their shear stress-
33.
shear strain behavior in simple shear as solid,
where xi} is the stress tensor, the first subscript liquid, or viscoelastic. This global classification
indicates the orientation of the face upon which is shown in Figure 2.
the force is acting, and the second refers to the Fluid, solid, and viscoelastic behaviors have
direction of the force. This matrix may be simpli- been observed in dairy products. Milk and evapo-
fied, depending on each specific physical system. rated milk behave as Newtonian fluids, but con-
For instance, in steady, simple shear flow, also centrated milk behaves as a non-Newtonian fluid.
known as viscometric flow, the matrix is reduced Cream and yogurt are also non-Newtonian fluids.
to only five components.31-158 Whey gels and some types of cheese have been
The relationship between any food material, characterized as solids with elastic behavior. Other
applied stress, and resulting strain defines the dairy products such as whipped cream, yogurt,
rheological properties of the material. These rela- ice cream, and cheese have been characterized by
tionships can be expressed either empirically or their viscoelastic nature.

{ Deformation }

Liquid
Viscoelastic
Solid
V
Material Function or
{ Stress }
X..
u
Rheological Equation of State
X.. = f ( 7 . . , y..) > { Strain }

ij ' u

FIGURE 1. Physical relationships between force, deformation, and material properties.

315
Rigid Solid (Euclidean) y=0

Linear Elastic Solid (Hookean) x = Gy (G = constant) ^ Solid

Nonlinear Elastic Solid x = G(y) y

Viscoelastic x = f (y, y, t...)

Nonlinear Viscous Fluid (non-Newtonian) x = r\(y) y

Linear Viscous Fluid (Newtonian) x = \iy (n = constant) ^ Fluid


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In viscid Fluid (Pascalian) x=0


FIGURE 2. Material classification in simple shear deformation.31

C. Solids and Liquids where T) is the dynamic viscosity, coefficient of


viscosity, or simply viscosity, x is the shear stress,
When a force is applied to a solid material, and y is the rate of shear strain.
the response may be a straight line between re- Those fluids that obey Newton's relationship
sulting stress and strain, as is characteristic of are identified as Newtonian fluids, while fluid
Hookean or elastic solids. The basic relationship materials that do not follow this linear relation-
known as Hooke's law relates the aforementioned ship are known as non-Newtonian fluids.122-158
two variables.158-160-181 It is convenient to represent the flow behavior
of liquids by means of flow curves or rheograms,
that is, plots of shear stress or viscosity against
E=X- (3)
shear rate. Figure 3 represents the different types
of rheological behavior expressed by liquid
where E is the modulus of elasticity, x is the foods.5-77-158-181
stress, and y is the strain. The different types of flow behavior may be
A material represented by Hooke' s model does fitted by means of mathematical models that have
not flow and is linearly elastic. This model has been widely used in the rheological characteriza-
been used to describe the behavior of some foods, tion of food materials. The models most frequently
such as food gels subjected to large strains, dry employed in food characterization are expressed
pasta, egg shell, and hard candy subjected to strains by Equations 5 to 8.5-122-158-181
less than 0.01. 125 - 158
On the other hand, a material function for Newton model x = T| y (5)
liquid substances relates the shear stress and the
rate of strain in a useful relationship known as Power law model x = b{ y)" (6)
Newton's model. This equation expresses the
concept of viscosity31-158-181 in the following way: Bingham model x = x0 + y\py (7)

Herschel-Bulkley model
(4)
(8)

316
ST
Shear Apparent

Stress Viscosity

(O

Shear Rate Shear Rate (Y)


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FIGURE 3. Flow curves corresponding to different types of liquid behavior. BP, Bingham plastic; N, Newtonian
fluid; NN, non-Newtonian fluids; P, pseudoplastic or shear thinning; ST, shear thickening or dilatant behavior.

where: posed by Mason et al. in 1987 to another previ-


ously established model.5-77
Y Rate of shear strain = dy/dt or shear rate
i Shear stress
t Time
Viscosity
b Consistency index where in is the shear stress, b and n are the power
n Flow behavior index law parameters, b0 and bt are constants for this
Yield stress model, / is time, and X, is a time constant.
Plastic viscosity M a n y authors 5 - 45 - 60 - 77 - 78 - 97 - 1 xu 15,122,124,126,148,15s h a v e
analyzed and discussed the rheological properties
Many other models have been proposed for related to the flow and deformation of food materi-
different fluid materials that may be more com- als, where more specific information may be found.
plex or more specific and, consequently, are uti- Sometimes the rheological behavior of foods
lized for particular products.158-181 depends on the experimental conditions; for ex-
In addition, if time is considered as another ample, evaporated milk has been characterized as
variable, the fluids may show a thixotropic or a Newtonian by Fernandez-Martin,4 Bloore and
rheopectic behavior. Thixotropy refers to a revers- Boag,16 and Wayne and Shoemaker,180 and as a
ible decrease in apparent viscosity with time at a non-Newtonian fluid by Randhahn,119 and Schmidt
constant shear rate. This is generally due to a et al.,140 and during its flow has shown thixotropic
reversible change in the structure of the material behavior62 (Table 1). Also, sweetened condensed
with time under shear,5 with a limiting viscosity milk has been characterized as non-Newtonian by
ultimately being approached. Rheopexy is, in es- Alvarez De Felipe et al.,1 as thixotropic fluid by
sence, the opposite of thixotropy, that is, it repre- Higgs and Norrington,57 and as a viscoelastic ma-
sents an increase of apparent viscosity with time terial by Patil and Patel108 (Table 2). The same
at a constant shear rate.158 material may even develop different flow behav-
Many models have been developed to model iors, depending on the applied range of shear rate.
thixotropic and rheopectic behavior. The model This irregular flow response is identified as struc-
expressed by Equation 9 is a modification pro- tural viscosity by Darby.31

317
u
09
TABLE 1
Rheological Characterization and Modeling for Evaporated and Sweetened Condensed Milk

Experimental Equations used or proposed* Important remarks/classification11 Ref.


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Evaporated Milk
Relationship among viscosity and gel for- Fresh concentrated milk was dilatant 121
mation of concentrated milk Newtonian behavior, followed by pseudo-
plasticity, and finally plasticity were observed
as a function of the gelation process
Plasticity increased with increasing preheat
treatment ES

Effect of solid content (0-30%) and tem- Ail concentrates were Newtonian fluids 44
perature on viscosity of milk logr| = +(B0 A nomogram was constructed for rapid esti-
2
Rolling-ball Hoppler viscometer mation of milk viscosity PC

Flow properties of concentrated milk affect- Non-Newtonian behavior below 40°C was 119
ed by total solids content y = C 2 sinh(x//4 2 ) strongly influenced by shear rate
Rotational rheometers Concentrates exhibited 48% thixotropy
Flow properties of milk were affected by
the mean size of fat globules PC/ES

Effect of concentration (5-40%) in two Age thickening occurred at 44°C in all 21


types of skim milk samples containing more than 40% solids
Cannon-Fenske tube viscometers due to denaturation of milk proteins
Reconstituted milk was Newtonian PC/QC

Effect of heat treatment and solid content At 4°C, all milks exhibited non-Newtonian 140
(15-18%) on milk characteristics behavior of a pseudoplastic type
Brookfield LVF viscometer Heat treatments did not have a significant
effect on the flow behavior index TS/PC

Process variables for skim milk In u = AQ + AJS + A2TSTc - A3Tc + AJc2 The viscosity of concentrates was related to 16
concentrates the total solids, temperature, protein content,
Rotating bob Contraves viscometer In n = 6 0 + B,fp+ B2Tp + B3TS - BJc and holding time PC
+B5tpTp + B6TpTc

Effect of solid concentration and tempera- K = Koexp(KiT) Concentrates showed thixotropy, character- 62
ture on rheological behavior of milk ized by two models PC
Rheological characterization of skim milk Newtonian behavior over a concentration
concentrates range of 15.5 to 20.2% of solids
Weissenberg rotational rheometer Slight thinning nature PC

Viscosity measured between 45 and 65% All samples were non-Newtonian 128
of solids and temperatures of 40 to 65°C Flow behavior index was independent of
Brookfield viscometer = B1exp(C2/7")1.25x temperature PC

Sweetened Condensed Milk (SCM)


Flow properties of fresh and stored com- Fresh material showed a very slight diver- 135
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mercial SCM gence from Newtonian behavior


Concentric-cylinder Ferranti viscometer During age thickening, SCM showed thix-
otropy, due to aggregation of casein
micelles, and network formation ES/QC

Rheological properties of SCM Thixotropic coefficients decreased as the 57


Haake Rotovisco viscometer temperature rose
= (n 1 -n 2 )/ln(A/ 2 /A/ 1 ) Three methods of evaluation did not show
appreciable yield stress TS/QC

Effect of processing on SCM viscosity Processing notably affected the viscosity 98


Brookfield LVF viscometer The rate of thickening was much more
rapid at 40 than at 30°C PC/QC

Evolution of two commercial SCM during Both samples showed thixotropic behavior 63
storage time (5 months) that was enhanced by storage time
Rotovisco viscometer ES/PC

Commercial brands of SCM affected by Two of tho throo brands showed non- 1
structural changes during storage (45 d) Newtonian behavior
Concentric-cylinder Rheomat-15 viscometer Fluid consistency coefficient increased dur-
ing storage time
Micellar aggregation and association of
casein micelles with fat globules in-
creased during storage time ES/QC

Consistency of SCM as a function of stor- Initial deformation modulus and normal 108
age time at 35°C viscosity increased exponentially during
storage time for up to 39 d PC
u
CO TABLE 1 (continued)
O Rheological Characterization and Modeling for Evaporated and Sweetened Condensed Milk
a
The meaning of every symbol is defined in the nomenclature section.
b
This classification is made considering the primary objective(s) established for each study.
ES, elucidation of structure; PC, process characterization or design; QC, quality control; TS, textural studies.
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Nomenclature:
Apparent viscosity (cP) n Flow behavior index (dimensionless)
—o Total solids (%) X Concentration of milk (%)
b0, b1t b2 Constants b Consistency coefficient (Pa • s")
AQ, A], A2 Constants T Absolute temperature (°K)
Bo, Bj, B2 Constants A), Ai, S,, C2 Constants
CQ, Cit C2 Constants
t Temperature (CC)
V Shear strain B Coefficient of breakdown with time (cP)
x Shear stress (dyn/cm2) Viscosities of two down curves (cP)
Viscosity at infinite shear rate (dyn • s/cm2) r,, t2 Times corresponding to m \h (s)
k~n Constants of the Ostwald De Waele model M Coefficient of breakdown with shear rate (cP)
A2,C2 Constants of the Prandtl-Eyring-Gesetz model A/,, N2 rpm corresponding to two down curves
A,B Constants of the Williamson model
v Kinematic viscosity (cSt) •n.56d-3oc Viscosity after 56 d at 30°C (P)
TS Solid concentration (% w/v) Viscosity after 7 d at 40°C (P)
m', b Constants
1 Shear stress (Pa)
Apparent viscosity (P) t Time (s)
K Consistency index (dyn • s"/cm2) A, B Constants of Weltman model
n Flow behavior index (dimensionless) t. Shear stress at equilibrium (Pa)
Viscosity (cP) p, a Constants of Hahn model
TS Total solids (%)
Tc Temperature of the sample (°C) X Shear stress (Pa)
A A A Constants D Shear rate (s~1)
tp Preheat time (s) t0, K n Constants of Herschel-Bulkley r
Tp r^2, / I 3 , AI4
Preheat temperature (°C)
Bo, S, Constants 5« Relaxation modulus (Pa)
Bd Decay modulus (Pa)
K B2, 63, 64,
Consistency index (Pa • s") t Time (s)
Ko, K. Constants T Relaxation time (s)
T Absolute temperature (°K)

Y Shear rate (5')


Apparent viscosity (mPa s)
m, b Constants
Rheological measurements to determine the viscous flow. These two elements, when in a
flow properties of food materials have been con- series, constitute a Maxwell body, and when in a
ducted under laminar flow conditions, including parallel setup, a Kelvin-Voigt body.97-122-124158
several geometrical arrangements.5-13-158 The geom- Viscoelasticity parameters are represented by
etries most commonly utilized are axial flow in a mathematical equations in which the correspond-
capillary or tube, rotational flow between concen- ing modulus is expressed as a function of time.126
tric or Couette geometry, rotational flow between According to Steffe,158 to elucidate viscoelastic
a cone and plate, and torsional flow (also rotation- behavior, there are several approaches that may
al) between parallel plates.77-90-158 be divided into two major categories: static or
Even though the capillary and tube viscom- quasistatic methods and dynamic methods.
eters present several advantages, such as simplic- In the static method, the resulting curves will
ity, thermostatic control, relatively high shear rates, depend on the combined effect of the elastic and
and very low cost, they are not able to measure viscous components of the food material being
the time dependency of non-Newtonian fluids or tested.90-126-158 Data obtained with static tests are
viscoelastic properties; therefore, rotational rhe- expressed in terms of creep compliance and the
ometers are primarily used to characterize the stress relaxation modulus, which are shown in
Equations 10 and 11, respectively.125-158-181
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rheological behavior of dairy products. A number


of rotational rheometers, with different degrees of
versatility, are commercially available.
J= (10)
Details about the performance and specific
features of rheometers may be found else- "constant

where.5-31-77-90-97-114-122-126-149-158-181 Regardless of X
(11)
type, all of them quantify two basic parameters: I constant
shear stress and shear rate. Some of the equations
used to calculate shear stresses and shear rates for where y is the strain, x is the stress, / is the creep
the four mentioned geometries are included in compliance, and G is the stress relaxation modu-
Figure 4. lus.
In dynamic tests, samples are subjected to
oscillatory motion or deformation that varies har-
monically with time. The strain or stress applied
D. Viscoelasticity
to the sample is typically sinusoidal, and, in gen-
Many non-Newtonian foods exhibit both vis- eral, the response of the stress or strain is depen-
cous and elastic properties, behavior that is known dent on both shear frequency and the rate of shear
as viscoelasticity. The properties of a viscoelastic strain. With this type of test, there are several
material may be evaluated using viscometric important material properties, such as dynamic
methods.122-125-126 viscosity, complex viscosity, complex modulus,
storage modulus, and loss modulus, which are
A viscoelastic material may show either lin-
related by means of Equations 12 to 20.158
ear or nonlinear behavior. A linear viscoelastic
material has properties that are dependent upon
time alone and not the magnitude of the stress that
is applied to the material. Nonlinear viscoelastic y = Yo sin(wf) (12)
materials exhibit mechanical properties that are a x = x0 sin(wf — 8) (13)
function of time and the magnitude of stress (14)
used.125 (15)
To express the viscoelasticity of a linear food (16)
' = G"/w
material, mechanical models incorporating two
basic elements have been utilized: the elastic (17)
spring, which represents the instantaneous elastic
nature, and the dashpot, which expresses the pure = x o /y o =[(G') 2 +(G") 2 ] /2 (18)

321
Capillary
Tube AP R 4Q 7C AP R'
Y=
2L 7CR? 8LQ

sample 4Q r 3 1 dlnQ
+
(Non-Newtonian fluids)
a) Capillary geometry

sample 2 Q
.2
27C LRi
Y 1
2

T 1 1

7tLfl 2 2 )
Ri Rr.
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b) Concentric cylinder
Couette and Searle Type geometries
geometry

3T

2 n R sin -=--Go)

i2
Y=
'6o

3T
sample
2 7C Rz
c) Cone-plate geometry

g Tn =
271 R
r

L
3 +
dlnT ~i
~
din Y J

sample

1 YR = H

m T
T I ( Y R) = 3+
I 2R 2 7tR 3 Y R din YR

d) Plate-plate geometry

FIGURE 4. Common geometries in commercial rheometers and their basic equations. AP, pressure loss
= P, - P2; R, radius of the capillary or radius of the plate; L, length of the capillary; Q, flow rate; TW, shear stress
at the wall; T, measured torque; L, length of the bob; R;, radius of the bob; Q, angular velocity of the bob; Ro> radius
of the cup; 80, angle between the cone and the plate; Q, angular velocity of the cone; H, separation of the plates;
Q, angular velocity of the upper plate.

322
viscoelastic substances, this wave is from 0 to 90°
(19) out of phase.5-153 These effects may be observed in
11" = G'/w (20) Figure 5.
Dynamic testing is becoming a common
where: method for characterizing the viscoelastic behav-
ior of foods. In dairy products, this methodology
Strain as a function of time (t) has been utilized, for example, to characterize the
7
Amplitude of the strain viscoelastic properties of yogurt gels by Shoe-
Yo
CO Frequency of oscillation maker et al.153 and Vlahopoulou and Bell,178-179 to
Amplitude of the shear stress follow the breakdown of yogurt structure by
%
5 Phase angle Ronnegard and Dejmek,132 and to differentiate the
G'y Elastic nature of the substance rheological properties of yogurt made from two
Tl'y Viscous nature of the substance kinds of milk by Biliaderis et al.12 (Table 2).
G' Storage (elastic) modulus Although there are many studies on the rheolo-
Dynamic viscosity gy of dairy products, there is a need to better under-
Amplitude ratio stand the flow behavior of these foods in order to
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G' Loss (viscous) modulus meet new research and industrial challenges.
G* Complex modulus
Complex viscosity
Out-of-phase component of complex IV. RHEOLOGY OF DAIRY PRODUCTS
viscosity
As a consequence of the complex composi-
In elastic solids, the sinusoidal force wave is tion of dairy products, their rheological character-
in phase with the deformation applied, whereas in ization was initially confined to empirical meas-
a perfect viscous fluid, it is 90° out of phase. For urements.153 Measurements such as time of efflux,

Strain
Stress

Elastic solid: Stress and strain in phase

Liquid: Stress and strain 90°out of phase Viscoelastic: Strainlags stress < 90

FIGURE 5. Stimulus response of foods to oscillatory tests.

323
CO
TABLE 2
Rheological Studies on Cream

Experimental Rheological parameters/models 8 Important remarks/classification" Ref.


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Effect of processing on the body of cream Body cream described in terms- of Homogenization and pasteurization caused 116
viscosity (P) the greatest physical changes
Concentric cylinder viscometer Homogenization produced a thicker cream,
less resistant to churning, and with a
greater tendency to acidity PC

Flow characteristics of cream related to fat Flow characteristics expressed as Cream samples showed Newtonian 110
content (0-50%) and temperature viscosity (cP) behavior
(40-80°C) Viscosity predicted by: A was related to temperature
Couette type viscometer log TI = /A ((]) + <()5/3) -4- log r|0 Development of nomograms for a rapid
evaluation of cream viscosity PC

Rheological behavior of raw cream Viscoelasticity expressed as viscosity Viscoelastic behavior modeled by Maxwell 120
Rotational viscometer (Pa • s) and shear modulus (Pa) body
Relaxation time was nearly independent of
fat content PC .

Effect of fat content (0-45%) on the Consistency evaluated as viscosity (cP): Experimental conditions explained the 175
viscosity of cream H = T! 0 (i-1.25/1-(p/cp max ) 2 differences reported by different authors
Analysis and modeling of data reported by 9 = 9, +9 P +<Pi No aggregations of fat globules were
other researchers observed on microscopy - ES

Flow behavior of commercial thickened Thickness expressed as viscosity (Pa • s): Samples exhibited non-Newtonian flow and 40
cream (35% fat) shear degradation
Rheomat 30 rheometer Two samples were modeled by the power law,
while the third had a plastic
behavior QC

Effect of fat content (0.1-30%) and tern- Flow properties represented as Viscosity varied linearly with fat content and 4
perature (0-30°C) on viscosity of different viscosity (cP): exponentially with temperature
types of cream lnfx = (2721.5/7") + 0.1F-8.9 The effect of fat content is much
Coaxial Haake-Rotovisco II rheometer greater at low temperatures PC
Whipped Cream
Adaptation of an instrument to measure Consistency determined as torque (g-cm/s) Whipping process of cream affected by 168
changes in consistency during whipping and hardness (dyn/cm2) spindle speed, temperature, and sugar
process of cream content
Hardness curves are less useful than torque
curves PC

Rheological characterization of commercial Consistency as viscosity (Pa • s) Cream exhibited pseudoplastic flow at low 152
whipped cream (45%) evaluated at different times: shear rates, and changed to Newtonian
Iwamoto coaxial viscometer as the shear rate increased
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The increasing viscosity with shearing time


was expressed by two-stage
equations PC

Structural and rheological behavior of cream Viscoelasticity represented as elastic moduli Processing was divided into four stages 157
(40% fat) through whipping process (Pa); consistency as viscosity (Pa • s): Shear creep compliance fitted with a
Apparatus designed for analysis of whipping Voigt and Maxwell body
process J = i/G0 + 1/G, (1 - exp[-t/^G, ]) + t/r\n Rheological parameters increased exponen-
tially during whipping process PC/ES

Structural and rheological behavior of Viscoelasticity represented as elastic Processing was divided into four stages 101
whipping cream (40%) moduli (Pa); consistency expressed as Structural changes related to stages
Apparatus designed for this purpose viscosity (Pa • s): Modeling of whipped cream was as a dispersed
system (mixed matrix) PC/ES
J = 1/GO -t/r]A]) + t/r]n

Evaluation and modeling of the thixotropic Rheological properties expressed by a Rheological determinations were fitted satisfacto- 127
behavior of cream thixotropic coefficient (Pa) and a coeffi- rily by the Weltman model
Ferranti-Shlrley viscometer cient of thixotropic breakdown (Pa • s) Both thixotropic parameters correlated with
the emulsifier concentration, stabilizer,
content, and maturity time QC/PC

The meaning of every symbol is defined in the nomenclature section.


This classification is made considering the primary objective(s) established for each study. ES, elucidation of structure; PC, process characterization or design;
QC, quality control; TS, textural studies.

w
ro
ui
TABLE 2 (continued)
Rheological Studies on Cream

Nomenclature:
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TI Viscosity (cP) T|0 and T|, Cream viscosity at zero and t shearing time (cP)
A Rheological parameter K, and K2 Rate constants
<|> Concentration of fat (w/w fraction) C, and C2 Constants
TI 0 Viscosity of the separated milk (cP)
6 Temperature (°C) J Creep compliance (Pa)
Go Instantaneous elastic modulus (Pa)
T) Viscosity of the cream (cP) G, Elastic modulus of the Voigt element (Pa)
T|o Viscosity of the skim milk (cP) f Time (s)
<p Volume fraction of dispersed particles T|, Viscosity of Voigt element (Pa • s)
(p m a x Maximum packaging density of the dispersed particles T\N Newtonian viscosity (Pa • s)
(p, Concentration of fat (w/w fraction)
ipp Concentration of protein (w/w fraction) x Shear stress (Pa)
q>. Concentration of lactose (w/w fraction) A and 6 Constants of Weltman model
A initial stress to start shearing
dr\/dt Rate of change in viscosity (Pa) B Speed of structural breakdown
TI Apparent viscosity (Pa • s) f Time (s)
T)9 Apparent viscosity of equilibrium (Pa • s)
k Constant
u. Viscosity (cP)
T Absolute temperature (°K)
F Fat content (%)
relative viscosity, consistency, hardness, and firm- (Equation 22),162 and other modified models93-183
ness, among others, were commonly practiced less frequently.
during the 1960s and 1970s, but the information
obtained from these tests was limited due to the
lack of theoretical support. This situation has pro-
e" + ^e'~[(o') + (^]+(^yl (22)
gressively changed because the instrumentation
used for rheology studies has advanced notably in This diversity of rheological characterization cor-
the last 10 years. roborates the complex nature of milk.
Although the aforementioned models and oth-
ers have resulted in appropriate fitting of the rheo-
logical performance of fluid milk (Table 3), it is
A. Milk difficult to make comparisons due to the diversity
of models, experimental conditions, and equip-
Although whole milk is typically considered ment used during the rheological characterization.
a Newtonian fluid111-122 in which the caseins and In addition, some authors have developed specif-
fat globules contribute significantly to its viscos- ic parameters that only apply to very particular
ity value of 2.0 to 2.1 x 10"3 Pa • s,54-115 there are
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situations, such as the lactic pseudoplastic index


several papers that consider it a non-Newtonian and the thixotropic acceleration index utilized by
fluid as a consequence of the physicochemical Garcia et al.48
changes in milk constituents and the experimental
conditions used in the rheological determina-
tions.48-161-183 2. Effect of Process Variables
The physjcochemical properties of fat glob-
ules and proteins, the most affected of the milk Most published research papers discuss the
constituents, may be considerably altered by sev- influence of three important variables of food
eral factors. The most significant factors are the processing on the rheological behavior of milk:
thermal process and mechanical operations af- thermal treatments, milk composition, and sample
fecting the rheological behavior of milk. temperature.

1. Rheological Models a. Thermal Treatments

Independent of the focus of each study, the Gryzowska and Tuszynsky52 conducted a
rheological behavior of milk has been primarily rheological examination of skim milk heated at
fitted by four models that correspond to different different temperatures and measured viscosity to
approaches. The first approach is fit by the Einstein identify structural changes: temperatures less than
equation modified by Batchelor (Equation 21) 50°C had no measurable effect on viscosity, but
and used for skin milk by Jeurnink and DeKruif.64 temperatures above 60°C caused an increase in
viscosity, even when applied for a short time.
(21) Swartzel et al.161 studied the rheological charac-
terization of various UHT combinations and ana-
The second approach modeled the linear rheo- lyzed the changes that occurred during storage; in
logical behavior of milk by means of Newton's particular, the gelation process was related to fat
equation4-44-180 and the non-Newtonian behavior level, process residence time, storage tempera-
for using the power law equation.161-180 This ap- ture, and storage time. Jeurnink and DeKruif64
proach has been applied more extensively to milk. followed the changes presented in skim milk ex-
The third approach that expresses the viscoelastic posed to various heating times. They found that
behavior of milk was fitted by a mechanical model the viscosity of milk increased after heat treat-
ments at temperatures above 70°C. The viscosity

327
00
TABLE 3
Rheological Models for Milk

Experimental Equations used or proposed3 Important remarks/classification" Ref.


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Commercial milk = ao+aj~ Milk was considered a Newtonian fluid 44


Apparent viscosities Effect of temperature was more noticeable
Rolling-ball, Hoppler viscometer in first half of the studied range PC
Temperature range: 0-80°C

Whole/skim milk Heating (<50°C) had no measurable effect 52


Effect of different heating and cooling on viscosity; heating at S60°C caused an
treatments increase in viscosity, inclusive with short
Relative viscosity to study structural times
changes Newtonian fluid . ES/PC

Summer milks at three fat levels Age thickening was related to resident time, 161
Brookfield Synchro-lectric viscometer and storage temperature, storage time, and
Haake-Rotovisco RV-1 rheometer fat level
Power law model Process temperature was not significant
Non-Newtonian fluid PC/QC

Summer milks at three fat levels A three-element rheological 162


Wells-Brookfield Synchro-lectric cone-plate model for each fat content
geometry •Hi Elastic constant was the strongest
Viscoelastic characterization Viscoelastic behavior was influenced by fat
creep-relaxation test content PC/QC

Homogenized and skimmed milk


Maron-Belner capillary viscometer
h-(G/a2)] ° f milkmeaSuredatl0W 93
Ree-Eyring's generalized formula for a flow Aggregates of fat globules influenced the
system non-Newtonian flow ES

Different heat treatments on apparent Heated milk affected the consistency of -88
viscosity of UHT-treated milk yogurt
Haake-Rotovisco RV-3 Milk exhibited a slight deviation from
Newtonian behavior PC
Effect of fat content (0-30%) and tempera- The effect of fat content on the viscosity is
ture (0-30cC) on viscosity of commercial greater at low temperature.
samples of milk Application of rheological properties to
Coaxial Haake-Rotovisco rheometer calculate pumping needs PC

Flow properties of milk at low shear stress, The differences in viscosity due to capillary 183
influenced by different capillary radii radius were very noticeable at high shear
Ree-Eyring's generalized formula for a flow stress
[sinh-\G/a2)]
system Mechanism developed to explain the
non-Newtonian behavior of milk PC/ES
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Influence of total solids on viscosity of commercial milk (b/y) Occurrence of a small but nonzero intercept 180
Rotational Weissenberg rheometer in rheograms produced a slight thinning
cone-plate geometry dependence of apparent viscosity.
Essentially Newtonian fluids over the range
of 121-485 s PC

Sterilized whole milk Pseudoplastic and thixotropic nature 48


Ferranti-Shirley viscometer Non-Newtonian behavior increased with fat
Cone-plate geometry content PC/QC

Changes in the viscosity of skim milk on heating Development of a modified viscosity model 64
r\ = T|/T| S = 1 + 2.5(p + /cHcp2
for different holding times Viscosity of milk increased for low shear
Ubbelohde capillary viscometer rates, shear-thinning fluid
Deer rheometer couette geometry Increased viscosity after heating was
caused by protein changes ES

Tho meaning of every symbol is defined In tho nomenclature section.


This classification is mado considering tho primary objectivo(s) established for each research. ES, elucidation of structure; PC, process characterization or
design; QC, quality control; TS, textural studies.

Nomenclature:
Ti Apparent viscosity (cP) r\ Viscosity (cP)
T Temperature (°C) 1 Subscript refers to Newtonian flow unit
a 0 , a,, a 2 Constants 2 Subscript refers to non-Newtonian flow unit
R Radius of the capillary (cm)
a Slope of the linear plot of T| VS. 1/f?
N Flow behavior index (dimensionless) y Shear rate (s~1)
ts Storage time (weeks) r| Apparent viscosity (cP)
f, t"s Modified storage time for quadratic models (weeks) a Shear stress (Pa)
CO
a, b, c, d Constants m Slope of the linear plot o vs. y
b y-lntercept of the linear plot a vs. y
g TABLE 3 (continued)
Rheological Models for Milk

'e' Time rate of change of the strain rate (m/ms 2 )


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Er Retarded elastic parameter (Pa)


TI. Viscosity coefficient in the Kelvin model (Pa • s) t) Viscosity (cP)
e' Strain rate (cfeJdt) (m/ms) T Absolute temperature (°K)
Eo Initial elastic parameter (Pa) Av A2 Constants
'a' Time rate of change of rate of stress (daVdt2) (N/mzsz)
2
a' Rate of stress (da/dt) {N/m s)
F Shear stress at the capillary wall (dyne/cm 2 ) TI Viscosity of a highly dilute dispersion
G Rate of shear at the capillary wall (s*1) n.s Viscosity of the continuous phase
a, b Constants cp Volume fraction
ji Viscosity (cP) kH Huggins coefficient
T Absolute temperature (CK)
F Fat content (%)
increments were attributed to the denaturation of Smith4 included the sample temperature as part of
whey proteins, in particular pMactoglobulin. the correlation proposed to evaluate the viscosity
of milk as a function of fat content in the tempera-
ture range of 0 to 30°C.
Table 3 includes the relationships proposed
b. Milk Composition by different authors to evaluate rheological prop-
erties of milk as a function of some process vari-
The influence of solid matter on rheological ables, as well as summarized information about
properties was analyzed by Fernandez-Martin,44 each investigation.
who proposed a quadratic equation to relate vis-
cosity and solid content (Table 3). Wayne and
Shoemaker180 reported that despite the linear de-
pendence between the shear stress and shear rate B. Concentrated Milk
of milk with different concentrations, plots of
apparent viscosity vs. shear rate were slightly The concentration process involves water re-
shear thinning. It was concluded that these samples moval, reducing the interparticle spacings with
respect to fresh milk. As a consequence of high
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were essentially Newtonian fluids, and the occur-


rence of small nonzero intercepts represented the temperatures during the evaporation process,
existence of a very small yield value that was physicochemical changes occur within individual
neglected. milk components, particularly whey proteins and
casein. The specific structural modifications for
Fat content is one of the most important fac-
the two commercial types of concentrated milk,
tors affecting the rheological properties of milk.
evaporated and sweetened condensed, have an
Swartzel et al.162 determined that the gelation pro-
important influence on their flow behavior.
cess modeled by a viscoelastic body was heavily
Thermal treatment causes most of the changes
dependent on fat content. Mineshita et al.93 attrib-
in the structure of milk concentrates. These changes
uted the non-Newtonian behavior of fresh milk,
involve fusion of the protein micelles, and some-
homogenized milk, and skim milk to different
times of the fat globules and protein bodies, form-
mechanisms in the aggregation of milk fat drop-
ing entirely new structures.18
lets. Bakshi and Smith4 found that commercially
processed milks exhibited a Newtonian behavior
and established that viscosity varied linearly with
fat content and exponentially with the tempera- 1. Evaporated Milk
ture of milk. Garcfa et al.48 studied the viscous
behavior of sterilized whole milk at high shear Evaporated milk contains all the original milk
rates and observed that this product was solids in a reduced water volume.115 The homog-
pseudoplastic, a tendency that was more notably enization and heat processes required for the man-
as the fat content was augmented. ufacturing of this dairy product to ensure good
storage properties strongly affect the colloidal state
of proteins and fat components. Schmidt et al.138
noticed, by means of electron-microscope obser-
c. Experimental Temperature vations made after the sterilization treatment of
three types of evaporated milk, that large agglom-
Because temperature has a strong influence erates of fat and casein were formed as soon as
on all constituents of milk, the range of influence micelles dissociated into a large number of small
should be clearly established. Fernandez-Martin44 casein particles.
proposed polynomial relationships between the Most rheological studies have related the flow
viscosity of different types of milk as a function properties of concentrated milk to solid concentra-
of temperature and concentration covering a range tion and gelation processes. Non-Newtonian behav-
of temperatures between 0 and 80°C. Bakshi and ior has been reported by Rao et al.,121 Randhahn,119

331
Schmidt et al.,140 Ibarz and Garcia,62 Velez et and power law models have been very useful.
al.,176 and Reddy and Datta,128 whereas Fernandez- Rheological parameters, such as viscosity, flow
Martfn,44 Buckingham,21 Bloore and Boag,15 and behavior index, consistency index, and apparent
Wayne and Shoemaker180 considered it to have a viscosity, have been related to solids content
Newtonian behavior. This different rheological (Table 1).
characterization may be explained by the diver- Fern&idez-Martin44 and Bloore and Boag16 pro-
sity of manufacturing processes utilized in the posed a polynomial relationship to fit viscosity as
elaboration of evaporated milk, as well as the dif- a function of total solids and temperature:
ferent test conditions applied.
log n = AQ + Axt + A2t2 + (£ 0 + Bxt + B2t2) S
2. Sweetened Condensed Milk

Sweetened condensed milk is essentially a


suspension of lactose crystals and colloidal pro- (23)
teins in a saturated solution of lactose and su-
crose. This kind of dairy product is unlikely to Buckingham21 used a logarithmic relationship
Downloaded by [North Carolina State University] at 11:26 18 June 2013

show a simple Newtonian behavior.135 Samel and to express the kinematic viscosity as a function of
Muers,135 Higgs and Norrington,57 Ibarz et al.,63 solid concentration.
Alvarez De Felipe et al.,1 and Patil and Patel108
concluded that non-Newtonian behavior of this
(24)
dairy product may be attributed to molecular
aggregations.
The most important physical phenomenon in Reddy and Datta128 employed a linear relation-
sweetened condensed milk studied by researchers ship to fit the flow index dependency on con-
is the age-thickening process. This thickening centration, and a combined exponential-potential
process determines the level of consumer accept- functionality of a consistency index against con-
ability and is strongly influenced by the elabora- centration and temperature.
tion process. The viscosity of this dairy product
must be high enough to prevent sedimentation (25)
and fat rise but low enough to enable the product
to be poured easily from the container.98 The Weltman and Hahn models, Equations 26
With age thickening, a slow irreversible and 27, respectively, were utilized by Higgs and
change occurs in the size or shape of the casein Norrington,57 Ibarz and Garcia,62 and Ibarz et al.63
micelles, but the role of whey proteins in this to evaluate the thixotropy of concentrated milk.
physical change is not clearly known. Samel and
Muers135 concluded that whey proteins do not
play a significant part in this process, and age = A-Blogt (26)
thickening was attributed to physical changes in
casein, whereas Alvarez De Felipe et al.1 suggest- x-xe) = p-at (27)
ed that whey proteins appear to play an important
role in the thickening process. Recently, Patil and The viscoelastic characterization of concen-
Patel108 found an exponential relationship between trated milk by means of viscoelastic models has
consistency changes and the storage time of sweet- been very limited. Patil and Patel108 expressed the
ened condensed milk. viscoelastic behavior by a generalized Maxwell
model. The rest of the consulted works have not
3. Rheological Models characterized the rheological behavior using vis-
coelastic models, as may be seen in Table 1.
To analyze the rheological behavior of con- Due to differences in approach of the above-
centrated milk independently of time, the Newton mentioned studies and the diversity of test condi-

332
tions and equipment handled, a comparison of cream that transforms the oil-in-water emulsion
results is rather difficult. to a foam with a three-phase system: water, fat,
and air.20-68 The loss of fat globule membranes
during whipping and the adsorption of soluble
C. Cream whey proteins modify the fat globule surfaces.20-51
The structure and the rheological behavior of
Cream is a dairy product very similar in com- whipped cream are the result of interrelationships
position to whole milk except for high-density between fat globules, air bubbles, and plasma
particulate matter, separated from the milk during components.152 In characterizing its physical
the centrifugation process.67-111 The most signifi- changes, Tanaka and deMan168 adapted an instru-
cant difference in the different types of cream is ment to measure the changing viscosity of cream
the fat content.7-42 Most creamy products are nor- throughout the whipping treatment. Min and Tho-
mally fluids as a result of the lack of a rigid mas92 analyzed the effect of this manufacturing
protein matrix.68 process on the physical properties of cream, in-
The non-Newtonian flow of cream with high cluding homogenization, pasteurization, cooling,
fat content at low shear rates was clearly estab- and aging. Shioya et al.152 followed the rheologi-
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lished during the 1960s, and it was also recog- cal behavior of cream during whipping. This air-
nized that cream exhibits some degree of elastic- incorporating process is characterized by two
ity.149 In this dairy product, the measuring stages related to a primary clustering of the inde-
temperature has a definite role in the rheological pendent fat globules, and a coagulation process of
properties. At temperatures above 35 to 40°C, the the fat globule clusters. Also, Shioya et al.152 stud-
flow behavior of cream is Newtonian because at ied the whipped cream affected by different vari-
this temperature or higher, most fatty acids are ables in this process.
liquids; 110 in contrast, the behavior is non- The transformation of cream during the whip-
Newtonian at temperatures below 35°C as a con- ping process was observed and described by Sone
sequence of the physical state of fatty acids and et al.,157 who suggested a mean frame composed
the so-called cold agglutination in which the com- of free fat/fat globule complexes and joints of air
ponents of cream, principally fatty acids, are ag- bubbles surrounded by free fat, fat globules, and
glomerated.4-175 Sadowska et al.134 established that a thin protein layer in the whipped cream. It is
cream containing 60% fat has a non-Newtonian believed that whipped cream is a mixed matrix of
behavior in the tested range of temperatures (15 a soft O/W structure and a stiffer W/O struc-
to 80°C); raw cream showed a yield stress follow- ture.161 Sone et al.157 and Noda and Shiinoki161
ing the Bingham model, whereas thermally treated conducted a viscoelastic analyses to correlate the
cream followed the power law model. rheological behavior to the structure of whipped
Part of the complex rheological behavior of cream. In both studies, the whipping process was
commercial cream is due to the presence of hy- divided into four stages, with each stage being
drocolloid thickeners in the aqueous phase of the related to the air incorporation and transformation
emulsion.40 Microscopic observations of cream of the cream structure.
structure, as well as studies of process parameters
affecting the physicochemical characteristics of
this product, have contributed to the identifica- 2. Rheological Models
tion its rheological behavior.20-51-110
In previous studies, the use of rheological
models on cream was limited. More interest was
1. Whipped Cream dedicated to finding descriptive terms,112-116-168
empirical relationships,4-110-175 and torque measure-
The whipping process has received more at- ments.168
tention than any type of cream.116-127-152-157 This Recently, some investigations utilized rheo-
process incorporates a large volume of air into the logical models (Table 2) to fit the flow behavior.

333
Shioya et al.152 proposed a linear model to relate a liquid oil medium.143 Although the structure of
cream viscosity and shearing time. butter is relatively well defined, many changes
that occur in its properties are not well under-
(28) stood.26 At low shear, butter behaves as viscoelas-
tic material, and when it is exposed to high shear,
Dwyer and Dixon40 used the power law model to the internal structure breaks down and shows plas-
express the non-Newtonian behavior, and the Tiu- tic behavior.26
Boger model (Equation 29) to fit the rate of chang-
ing viscosity with time,
1. Rheological Models
(29)
Two pioneer rheological studies on butter37-143
and Sadowska et al.134 modeled the flow nature of utilized mechanical models to characterize the
raw cream by means of the Bingham equation and viscoelastic nature of butter by means of a creep
the behavior of the thermally treated cream by compliance test represented as:
using the power law model.
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Raventos127 applied the Weltman model


(Equation 26) to fit the thixotropic behavior of
(30)
whipped creams. Randhahn and Reuter,120 Sone
et al.,157 and Noda and Shiinoki101 approached the
viscoelastic behavior of cream by means of me- Most authors have focused their investiga-
chanical models. tions on evaluating or quantifying physical prop-
Rheological modeling of cream has been con- erties or quality attributes such as viscosity,81-83-
ducted by some authors40-110-152-157-175 following 86,95,105,169 y j e i d s t r e s S ; 80-86,i69 hardness,2-32-34-73-109
many distinct approaches. Cream has been con- 2 17 32 34 41 I 83 86
a n d S preadability. - - - - -8 - - -95.io5,i7i A11 m e s e
sidered an emulsion, a dispersion, or a fluid with attributes are strongly correlated with the con-
a given viscosity. These different approaches to- sumer acceptability of butter.
gether with the utilization of many dissimilar in- There are not many mathematical models
struments for cream characterization make it very available in the literature to characterize the rheo-
difficult to compare results. logical properties of butter, as can be seen in
Table 4. Nevertheless, there exists a strong inter-
est in textural attributes, essentially those attributes
D. Butter correlated with sensory assessments.
Several terms have been defined to evaluate
Butter has an average composition of at least the texture of butter.26-72 According to Prentice,115
80% milkfat, 16% water, 1.2% milk proteins, and two rheological properties are principally related
optional salt (2% or less). The exact composition to it, spreadability and firmness, with spreadabil-
is conditioned to the overrun factor, which is the ity being the most important physical property for
ratio between the amount of nonfat constituents consumer acceptability. Spreadability reflects the
and fat.133 Structurally, butter is an emulsion of state of dispersion of the fat crystals and liquid
water droplets in a semisolid matrix of milkfat. oil.34 A high relationship between spreadability
The water droplets may contain dissolved salt, and hardness, and most methods used to evaluate
and they comprise about 15% of the total volume. spreadability in fact measure the resistance of the
These droplets are discrete and at this concentra- body to be deformed. The spreadability of butter
tion are separated by an average distance about is affected by several factors, such as the ratio of
equal to their mean diameter of 6 to 10 |irn.26-110-115 solid to liquid fat, size and shape of fat crystals,
The milkfat matrix is primarily responsible mechanical treatments, aging, and temperature,
for the texture of butter and consists of a three- among others.34154 On the other hand, firmness is
dimensional network of fat crystals enmeshed in related to the structural response to some external

334
TABLE 4
Rheological and Textural Studies on Butter

Experimental Rheological parameters/models8 Important remarks/classification11 Ref.

Rheological properties (40 and 62°F) using Viscoelasticity expressed as viscosity Butter showed linear viscoelastic behavior, 37
static and dynamic tests Bellows Valvari (Ib • s/in.2), relaxation modulus (Ib/in.2) and represented by a viscous-Maxwell-
machine and Cantilever beam yield value (Ib • s/in.2) Bingham model
Butter has a higher elastic modulus at
lower temperatures ES
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Mechanical treatment on the hardness of Rheological properties expressed as Butter showed a thixotropic behavior, with 33
butter hardness (kg/cm2) gradual recovery of hardness
Cone penetrometer (15°C) Instantaneous bond breakage PC

Work softening on the viscoelasticity of Viscoelasticity represented as instantaneous Viscoelastic parameters affected by work 143
butter and retarded moduli (dyn/cm2), and softening and subsequent aging
Shearing in a parallel plate and compres- viscosity (P); modeled by: Butter elasticity was almost totally recovered
sion between parallel plates on a visco-
elastometer (10cC) Less of the Newtonian viscosity that was
lost was recovered PC

Rheological properties of butter Flow properties as viscosity (P): Modification of an existing model to 105
Weissenberg Rheogoniometer (5°C) calculate the viscosity of butter during
T1.=Tio{exp[2.59e+O.4O(p-1)q>e/(1-1.91(pe)] spreadability ES/PC
exp(2.5(pw/1-/clv9lv)}

Textural properties of butter Properties expressed as apparent viscosity Vlscoplastlc model proposed, to evaluate 169
Puncture tester (P) and yield value (d/cm2): the apparent viscosity TS

T]m(dhldt)+f = Fco/(9/2)cos(e/2)jt/j 1.49

Modification of butter composition to Spreadability evaluated as hardness Hardness decreased 25-40% but was not
improve its spreadability (4.4, 10°C) (kg/cm2) sufficient to improve the spreadability at
Penetrometer AOAC low temperatures TS/PC
Sensory evaluation Beneficial effect disappeared at storage

u
oi
CO
W TABLE 4 (continued)
Rheological and Textural Studies on Butter

Experimental Rheological parameters/models* Important remarks/classification11 Ref.


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Spreadability of butter using five methods Spreadability expressed as firmness (N) All methods appeared to measure 38
of testing essentially the same property (firmness).
Extruder, compression tester, disc pene- Extrusion method had best precision
trometer, sectility tester, and cone Disc penetrometer method was most
penetrometer convenient TS
Subjective appraisal

High concentration of linoleic acid (24.5%) Physical properties evaluated as hardness Butter with elevated levels of linoleic 73
on properties of butter (2, 10, and 13°C) (mm/10) acid was softer than conventional, but
Cone penetrometer it had poorer quality during storage
Sensory assessment Plastic properties affected by churning
and phase inversion processes QC ,

Effect of polyunsatu rated fatty acids on Spreadability expressed as hardness (g/cm2) Hardness of butter reduced significantly 182
properties of butter (10°C) with increasing in fatty acids QC
Disc and Cone penetrometers
Physical properties of butter affected by fat Consistency or spreadability as Consistency of butter determined by 171
content (5 and 22°C) hardness (relative value) solid fat content and manufacturing
Hardness with a relative scale conditions
Hardness had good correlation with
solid fat content
QC
Spreadability of butter at different Spreadability represented as hardness Hardness depending on temperature 34
temperatures (5, 10, 15, 20, and 25°C) (g/cm2) Hardness value in the range
Constant speed penetrometer 12-500 g/cm2 resulted in favorable
Sensory evaluation spreadability
At 5°C, was 810-815 g/cm2 QC

Firmness of butter (5, 13, and 20°C) using Spreadability expressed as penetration Development of an empirical model to 39
a new cone penetrometer depth (mm/10) and cone stress (Pa): evaluate the firmness of butter
Precision penetrometer Firmness property related to the cone
Sensory evaluation dimensions, penetration depth, and test
temperature QC

Hardness of butter affected by various Spreadability expressed as hardness (mm) Softening was increased by adding low 41
treatments melting point butter fat (20-60%),
Penetrometer type, Metrimex (5 and 12.5°C) whipping, and incorporating
additives TS/QC
Spreadability of butter (0 to 25°C) with a Spreadability expressed as reading of the Instrument suitable to measure the spread- 17
new instrument maturometer (g) ability of butter
Single-pin maturometer Acceptable reproducibility
Sensory assessment Detection of texture differences QC

Rheological evaluation of 24 commercial Hardness measured as a resisting force Consistency was quite diverse 109
butters (g/cm2) The consistency of butter was 1.9 to
Conic penetrometer, Helvan Helnor 9 times harder than spreadable
Sensory evaluation margarine QC

Rheological and textural analysis of Deformation measured as extrusion shear, Instrumental values of quasistatic tests 72
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commercial butter (5, 10, and 15°C) compression, and penetration yield value were highly correlated to sensory values
Instron Universal Testing Machine and (N/m2) Casson and Herschel-Bulkley
extrusion viscometer Flow characteristics expressed as yield adequately fit butter flow PC
stress (N/m2):

Comparison of different methods for Consistency expressed as yield stress The three instruments gave results highly 95
measuring the consistency of butter (Pa) and viscosity (Pa • s) correlated with spreadability
Consistency measured on a disc The disc penetrometer was the most exact
penetrometer, a sectilometer, and method for measuring in soft butter
cone penetrometer Yield stress was sufficient
to measure a consistency TS

Hardness and spreadability of commercial Hardness measured as resisting force (N) High reliability to measure hardness and 32
butter spreadability
Sliding pin instrument Instrumental data adequately related to
Sensory assessment sensory evaluation PC/QC

Viscoelastic properties of butter Viscoelastic properties expressed as Instantaneous elasticity was time depen- 35
(5, 10, and 15°C) retarded and instantaneous elasticity (Pa) dent; retarded elasticity showed little
Instrument designed for creep analysis and viscous flow (Pa • s) change
Elastic and viscous components decreased
rapidly with temperature PC

u
S3
CO
u
05
TABLE 4 (continued)
Rheological and Textural Studies on Butter

Experimental Rheological parameters/models9 Important remarks/classification" Ref.


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Rheological properties of butter made from Viscoelastic properties measured as Improvement of the physical character- 154
supercritically fractionated milk fat complex viscosity (Pa • s), storage istics of butter at temperatures above
Bohlin VOR rheometer modulus (Pa), and loss modulus (Pa): refrigeration
Higher viscosity improved stability and
G' = G'J"' eliminated oiling off and moisture
G" = G'of" migration at 34°C
Viscoelastic properties were related to
frequency by a power law equation QC
Buffalo Butter
Rheological properties of buffalo butter Rheological properties expressed as Hardness increased during storage time 80
during storage (-20, 0, 5, and 15°C) penetration value (mm/10), extruder Viscosity and yield stress were particularly
Universal Cone Penetrometer, FIRA-NIRD thrust (kg), extruder friction (g/cm), marked between 0 and 5°C
extruder, and Stormer viscometer viscosity (P), and yield stress (dyn/cm2) Extruder thrust decreased with storage
temperature QC/PC

Rheological characterization of commercial Rheological properties expressed as Composition and properties of sample 81
butter (5 and 15°C) penetration value (mm/10), extruder varied within a narrow range
Stormer viscometer, Universal Cone thrust (kg), extruder friction (g/cm), Viscosity and yield stress variations
Penetrometer, and FIRA-NIRD extruder viscosity (P), and yield stress (dyn/cm2) between samples resulted in changes
of the physical state of fat PC

Composition on the rheologica! properties Rheological properties expressed as Increase in moisture content (10-35%) 82
of buffalo butter penetration value (mm/10), extruder changed all the rheological properties
Stormer viscometer, Universal Cone thrust (kg), extruder friction (g/cm), Increasing nonfat solids from 1 to 3%
Penetrometer, and FIRA-NIRD extruder viscosity (P), and yield stress (dyn/cm2) adversely affected the rheological
characteristics of butter QC/PC

Rheological evaluation of buffalo commer- Rheological properties expressed as The rheological parameters showed an 83 ,
cial butter penetration value (mm/10), extruder interrelationship among themselves
Stormer viscometer, Universal Cone. thrust (kg), extruder friction (g/cm), The penetration value was proposed as
Penetrometer, and FIRA-NIRD extruder viscosity (P), and yield stress (dyn/cm2) reliable to predict the spreadability of
buffalo butter QC/PC
Buffalo butter affected by composition Rheological properties expressed as Buffalo butter w a s harder than c o w butter 84
Stormer viscometer, Universal Cone penetration value (mm/10), extruder, Hardness decreased with the addition of a
Penetrometer, and FIRA-NIRD extruder thrust (kg), extruder friction (g/cm), low-melting fraction from milk fat or
viscosity (P), and yield stress (dyn/cm2) vegetable oil PC

Rheological characteristics of buffalo butter Rheological properties expressed as Spreadability w a s increased by thermal 85
at 5 and 15°C affected by thermal penetration value (mm/10), extruder treatments, but it w a s not sufficient to
treatments of cream thrust (kg), extruder friction (g/cm), give good spreadability at low
Universal Cone Penetrometer, FIRA-NIRD viscosity (ps), and yield stress (dyn/cm2) temperatures
extruder, and Stormer viscometer The penetration value w a s significantly
Sensory analysis more affected than extruder thrust by
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heat treatments PC

Rheological studies of buffalo butter Rheological properties expressed as Incorporation of vegetable oils, significantly 86
affected by incorporation of vegetable penetration value (mm/10), extruder increased the butter spreadability
oils (5 and 15°C) thrust (kg), extruder friction (g/cm),
Universal Cone Penetrometer, FIRA-NIRD viscosity (ps), and yield stress (dyn/cm2) The penetration value decreased, while
extruder, and Stormer viscometer extruder thrust a n d friction increased
Sensory assessment significantly at both temperatures
Viscosity a n d the yield stress changed
significantly with temperature PC

The meaning of every symbol is defined in the nomenclature section.


This classification is made considering the primary objective(s) established for each study. ES, elucidation of structure; PC, process characterization
or design; QC, quality control; TS, textural studies.

Nomenclature:
T). Viscosity of the butter (P) Y WC orr Shear rate at t h e tube wall
T|o Viscosity of the liquid oil fraction In the fat continuous phase (P) TW Shear stress at the tube wall
<p0 Volume fraction of fat crystals M Casson slope
cp w Volume fraction of water drops xyc Casson yield stress value
p, kH Constants
G' Storage modulus (MPa • s"')
T) a p P Apparent viscosity (P) Co Pseudo storage modulus at 1 Hz (MPa • s"')
dh/dt Speed of cone penetration (cm/s) f Frequency (Hz")
f Yield value (dyn/cm2) G" Loss modulus (MPa • s"")
F Penetration force (dyn) GQ Pseudo loss modulus at 1 Hz (MPa • s°")
9 Cone angle (°) T|* Complex viscosity (Mpa • s"*)
h Depth of penetration (cm) T|J Pseuso complex viscosity at 1 Hz (MPa • s"* 1 )
CO
co
CD
w
o
TABLE 4 (continued)
Rheological and Textural Studies on Butter
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C Cone mass (g) n',rf',n* Flow behavior indices


determining the
A Cone angle (°) dependence of G', G",
and r\*, respectively
P Penetration depth (cm)
7 Temperature (°C)
B Firmness of butter
force; it represents the elastic ability of fat matter ties of the protein-emulsifier film adsorbed on the
responding to compression forces.115 fat globules, and physical properties of the pro-
Five objective methods for evaluating the tex- tein film surrounding the air cells and clusters of
ture of butter have been identified:34-95-102-115 pen- fat globules in this film.99 All constituents make
etration, cutting, extrusion, compression, and an important contribution to the rheological prop-
spreadability. Of these five instrumental meth- erties of ice cream.115
ods, compression and extrusion have been the
most utilized because they show precision, high 1. Rheological Models
reproducibility, and simplicity.34-39-102 O'Connor
et al.102 reviewed the advantages and limitations Since 1965, when Sherman145-146 proposed a
of these five techniques. theory for ice cream structure, knowledge of the
The main objective for many researchers in physical characteristics and interactions between
dealing with butter manufacturing has been to components has been well understood. Shama
reduce the hardness or to increase the spread- and Sherman142 established a close relationship
ability .2.33,41,73,82,84-86.143,182 T h i s objective h a s been between the parameters calculated from the creep
accomplished (Table 4) in many different ways: compliance data with the structural constituents
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by adding low-melting fractions of milkfat "or of ice cream (Equation 30). They proposed a
some additives, by blending polyunsaturated veg- model in which the texture phenomena are repre-
etable oils with milkfat, by altering the milkfat" sented by six measurable parameters, including
composition of special diets given to cows, by three elasticity components and three viscosity
applying different processes such as thermal treat- components. Their experiments suggested that the
ments of cream or mechanical treatments of but- instantaneous elasticity (Eo) is affected primarily
ter, and by reprocessing the butter, which alters by the ice crystals. One elastic modulus (E{) and
the original structure of fat crystals. one viscosity component (r|2) are affected by the
weak stabilizer-gel network. The other elasticity
E. Ice Cream modulus (E2) is affected by protein-enveloped air
cells. The second viscosity component Cn,) is
Structurally, ice cream may be described as a mainly affected by the fat crystals, and a third
partly frozen foam with 40 to 50% by volume air Newtonian viscosity parameter (x\N) by both fat
content. The continuous phase is a concentrated, and ice crystals.
unfrozen aqueous solution containing soluble milk The modeling of flow properties for ice cream
salts, lactose, and added sugars. In this continu- has been restricted to the flow behavior of melted
ous phase, the colloidal solids (i.e., proteins, salts, ice cream and the viscoelastic nature of frozen
and stabilizers) are dispersed, and the lipid phase mixes. Flow properties have been fitted by linear
is in the form of an emulsion. Ice crystals exist as models144 and quadratic models14 where the dis-
a coarsely dispersed phase and occupy a major persed phase volume concentration is the most
portion of the space between air cells.10-n-100-173 important facton49-50
Ice cream contains approximately 50% of its
water in the form of ice at 5.5°C, which is the (31)
temperature at which ice cream is consumed. The
dimensions of ice crystals in ice cream signifi- Measurement of the rheological properties
cantly affect the texture of the product; if they of ice cream has principally focused on the
exceed 40 to 50 \im in length, the ice cream influence of different constituents on the qual-
acquires a coarse texture. A smooth texture is ity attributes of this frozen dessert, as summa-
characterized by ice crystals shorter than 20 |Xm.67 rized in Table 5. Those attributes are repre-
The texture of ice cream depends mostly on sented principally by texture76-145-147-148-170 and
v}scosjtyi14,25-27.49,50,91,139,144,156,163,177
the physical properties of the cell walls. These, in
turn, are influenced by the size of the fat globules, Additionally, there are some reports that re-
size and distribution of air cells, physical proper- late the rheological properties of ice cream to

341
CO
ro TABLE 5
Rheological Characterization of Ice Cream

Experimental Rheological parameters/models8 Important remarks/classification" Ref.


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Rheological properties of ice cream in the Viscosity (P): Viscosities of ice cream mixes were related 144
range of 60-800 s to globule diameter ES
Concentric cylinder Couette type T) = m(ydv) + C

Texture of ice cream mix and frozen ice Consistency expressed as viscosity (P) Viscosity decreased with increasing shear 145
cream at 4.5°C rates ES/TS
Rotovisco viscometer

Effect of fat, overrun, and temperature on Viscoelastic behavior evaluated as instanta- Samples showed viscoelasticity 142
the texture of frozen ice cream neous elasticity, elastic moduli (dyn/cm2), The creep behavior of frozen ice cream was
Creep behavior studied at various tempera- and viscosity components (P): represented by a six-element model
tures (-7 to -15°C) Close relationship between viscoelastic
Parallel plate viscoelastometer parameters and structural constituents
ES/TS/PC

Rheological properties of mix and melted ice Viscoelastic behavior evaluated as Ice cream mix and melted ice cream had 146
Rotovisco rheometer and coaxial cylinder instantaneous elasticity, elastic moduli viscoelastic behavior
viscometer (dyn/cm2), and viscosity, components (P): Ice cream required six elements, whereas
melted ice cream required only four
ES/TS

Texture evaluation of ice cream body Texture expressed as a texture profile curve Hardness, cohesiveness, and gumminess 76
General Foods Texturometer with four parameters: hardness (force), increased with a higher level of
cohesiveness (force), adhesiveness substitution of corn syrup
(work), and gumminess (energy) As the overrun increased, hardness and
gumminess decreased, whereas
adhesiveness and cohesiveness tended
to increase TS

Texture of ice cream affected by oil Texture expressed as rate of subsidence Increasing the size of the oil globules 147
globules size (mm/min) increased the rate of subsidence that
Consistency measured indirectly diminished the consistency ES

Structure and textural properties of Viscoelasticity expressed as creep Textural properties of samples defined in 150
ice cream compliance-time curves terms of physical parameters ES/TS
Ice cream texture affected by different Texture expressed as force-time curves, Ice cream mixes showed non-Newtonian 170
sweeteners, overrun, and storage penetration stress (dyn/cm2), yield value behavior
temperature (dyn/cm2), and apparent viscosity (P) Viscosity and yield value inversely related
Brookfield LVT viscometer to overrun
Sensorial evaluation Yield values from penetrometer in good
agreement with sensory valuation of
firmness TS/PC

Relationship between fat globule membrane Viscosities (P) evaluated for the fluid Mixes behaved as non-Newtonians 14
and viscosity of ice cream medium (r)0) and for the mix (r|e) Proposed model for fat globule membranes
Ferranti-Shirley cone and plate viscometer to explain non-Newtonian behavior ES
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Physical properties of ice cream affected by Apparent viscosities (cP) Optimum viscosity for ice cream mix 27
polysaccharides between 25 and 75 cP
Haake Rotovisco Most stabilizers gave mixes below the
Organoleptic evaluation optimum range PC

Effect of stabilizers and temperature Viscosity (cP) expressed as relative Increasing the hydrocolloid concentration 28
(25-30°C) on viscosity of ice cream mix viscosity (rirel), apparent viscosity (p), produced a nonlinear increase in mix
Haake Rotovisco RV1 rheometer specific viscosity (TISP), and reduced viscosity
viscosity ( i ^ ) The effect of shear rate on the viscosity of the
ice cream mix followed a power law
relationship PC

Effect of aging on the rheology of ice cream Rheological properties expressed as Flow properties of the mixes and melts were 163
mix and melt apparent viscosity (Pa • s), initial and quite stable up to 24 weeks
Wells-Brookfield synchrooloctric retarded elastic parameters Eo and Er Model constants varied little between
Micro-viscometer (cone/plate) (Pa), and viscosity r|, (Pa • s) samples stored at 20 and those at 30°C
The strongest element constant for all
samples was the elastic series PC

Rheological properties of ice Rheological properties expressed as flow Ice cream mixes showed pseudoplastic 156
cream mix as a function of two index, consistency index (Pa • s"), and behavior, with a flow behavior index
sweeteners and whey substitution apparent viscosity (Pa • s): between 0.48 and 0.55 QC
Haake Rotovisco II viscometer

CO
CO
TABLE 5 (continued)
Rheological Characterization of Ice Cream

Experimental Rheological parameters/models9 Important remarks/classification15 Ref.


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Effect of fatty acid on rheological properties Viscosity expressed in terms of cP and % An unsaturated fatty acid of monoglycerides 25
of Ice cream of penetrability drastically increased the viscosity of the
Haake Rotovisco RV 100 viscometer ice cream mix QC

Effect of homogenization pressure on Viscosity measured in terms of cP Homogenization affected the viscosity of the 139
physical properties of Ice cream ice cream mix caused by the dispersion
Haake Rotovisco II viscometer of fat globules PC

Effect of stabilizers on textural character- Flow properties evaluated as viscosity (cP) Stabilizers were very useful for improving 91
istics of ice cream from sheep's milk and efflux time (s); firmness expressed in textural characteristics
Brookfield DV II viscometer and a penetration units [(1/10)mm] The stabilizer recommended for this product
penetrometer SUR was xanthan gum at 0.2% or guar gum
at 0.3% QC

Physical properties of ice cream as a Viscosity expressed as relative viscosity Increasing the levels of arrowroot powder 177
function of substitution levels of arrowroot significantly increased the viscosity
Ostwald viscometer Viscosity increased the smoothness of the
Sensory evaluation body QC

Flow characteristics of ice cream mixes as. Flow properties expressed as flow index, Mixes showed pseudoplastic behavior with 49
function of shear rate and stabilizer in consistency index (Pa • s"), flow indices of 0.53 and 0.57 for 0.25 and
HTST holding tubes and apparent viscosity (cP): 0.375% of guar gum, respectively
Haake Rotovisco RV3 viscometer The apparent viscosity of the ice cream
Tl = Ky"~' formulations was 1.35 cP at 80°C PC

Viscosity of ice cream affected by pasteur- Flow properties expressed by viscosity All samples showed shear thinning fitted by 50
ization temperatures (Pa • s), consistency coefficient (Pa • s"), a power law model
Carry-Med rheometer and flow behavior index: The flow behavior index was 0.7 for all
mixes, except with xanthan gum PC

a
The meaning of every symbol is defined in the nomenclature section.
b
This classification is made considering the primary objective(s) established for each study. ES, elucidation of structure; PC, process characterization
or design; QC, quality control; TS, textural studies.
Nomenclature:
t| Viscosity (P) Tie Apparent viscosity of the mix (P)
dv Globule mean volume diameter (urn) Apparent viscosity of the fluid medium (P)
m, C Constants * Fat volume fraction
a, b Constants
s
J(t) Creep compliance (cm /dyn) Shear rate (s-1)
Jo Instantaneous elastic compliance (cm 2 /dyn) Apparent viscosity (Pa • s)
J,, J2 Retarded elastic compliance (cnWdyn) k=K Consistency index (Pa • s")
T|N Newtonian viscosity (P) n Row behavior index (dimensionless)
t Time (s) a Shear stress (Pa)
Times related with J, and Jz
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CO
en
some aspects of the manufacturing process. stage of the manufacturing process.29-30-89-96-107-130-140
Schmidt and Smith139 determined the effect of In relation to the effect of heat on proteins, agree-
homogenization pressure on the physical charac- ment exists that conventional heat treatments
teristics of ice cream, Goff and Davidson49 ana- (VAT) of milk are better than UHT processes to
lyzed the flow behavior of ice cream mixes through increase the viscosity of yogurt.87-88-106
tubes during heat treatment, and Swartzel et al.163
studied the effect of storage on the rheological
properties of ice cream mix and melt (Table 5).
1. Set and Stirred Yogurt

Yogurt is on the market in two forms: set


yogurt and stirred yogurt. In the former, the gel
F. Yogurt
structure is developed during the fermentation
phase inside the container, while in the latter the
Yogurt is a protein network formed by casein
structure formed during the bulk incubation is
micelles entrapping serum and fat globules. The
broken down through the next process stages to
casein framework of yogurt is relatively weak;68
produce a semiviscous yogurt.117 Observations
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therefore, the distribution of the rest of the compo-


made using electron microscopy revealed the
nents has an important effect on the rheological
microstructure of set yogurt as an uninterrupted
behavior of yogurt. According to Tamime et al.,165-167
three-dimensional network composed of chains
the microstructure composed of casein micelles
and clusters of casein micelles; on the other hand,
chains and clusters was similar for prepared yo-
stirred yogurt showed fewer chains and more clus-
gurts, but the way in which casein micelles are
ters of micelles joined together by fibers.66
linked to other components differed noticeably,
depending on the preparation process.
In yogurt and other cultured dairy products,
the physical character of the milk curd is of pri- 2. Rheological Models
mary importance with reference to quality, tex-
ture, and body.87 It has been recognized for many Quality attributes such as texture, consistency,
years that the combination of good firmness with- firmness, curd tension, and flow properties have
out syneresis is essential for the superior quality been satisfactory measured and have allowed
of yogurt.79 improvement of the quality of yogurt for con-
In general terms, for any type of yogurt, there sumer satisfaction; all of these attributes can be
is a close relationship between consistency and related to sensory acceptability. Table 6 shows
quality, although there have been contradictory that the studies conducted on both types of yogurt
results when sensory evaluation has been in- have been focused on the influence of aspects
volved, due to the differences in human tastes.26 such as composition, different elaboration meth-
Labropoulos et al.87 pointed out three approaches ods, and, principally, heat treatments on physical
for improving the body and texture of yogurt: quality. In quality determinations, mathematical
(1) increasing viscosity by increasing total sol- modeling is missing.
ids, (2) addition of stabilizers, and (3) control of In the few works where rheological modeling
processing times and temperatures. Teggatz and has been used, the power law model6-56-106-117-118-140
Morris172 mentioned the existence of a different has been employed most frequently, and occasion-
approach used by some European countries that ally the Herschel-Bulkley model6-106-117-118 has been
incorporates the use of ropy cultures to increase incorporated to fit the non-Newtonian behavior of
viscosity and reduce syneresis. yogurt. Ramaswamy and Basak117-118 character-
Because the degree of denaturation of whey ized the rheological behavior of commercial stirred
proteins as a consequence of heat treatment is a yogurt and found that the nonreversible structural
major factor affecting the texture of yogurt, several breakdown can be expressed in a three-cyclic
studies on rheological properties focused on this shearing sequence, where upward flow curves

346
TABLE 6
Rheological Characterization of Set and Stirred Yogurts

Experimental Rheological parameters/models9 Important remarks/classification11 Ref.

Set-Type Yogurt
Consistency of commercial yogurt Curd tension as force (g); consistency as Consistency increased during storage time 103
Curd-O-meter and Brookfield viscometer Brookfield units Low correlation between instruments QC

Effect of heating and solid content on Penetration of undisturbed sample as Consistency of yogurt closely interrelated 140
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texture of yogurt force (g) and work (g-cm); consistency to heat treatment
Instron and Brookfield LVF viscometer expressed as apparent viscosity (P) Penetration forces and work increased with
solid content TS/PC

Effect of UHT and VAT treatments of milk Consistency measured as apparent UHT milk had higher viscosity than VAT 88
on flow properties of yogurt viscosity (cP) Yogurt showed an inverse relationship
Haake Rotovisco RV3 rheometer All samples exhibited thixotropy due to
disruption of the gel PC/TS

Effect of thermal treatments of milk on Curd firmness as penetration force (g); Shear stress was related to whey protein 89
rheology of yogurt consistency measured as shear stress denaturation
Cherry Burrel curd meter and Haake (dyn/cm2) Firmness of yogurt showed a relationship
Rotovisco rheometer similar to protein denaturation PC/TS

Effect of stabilizers (0.5-1.5%) on physical Curd firmness (g) Firmness was increased and syneresis 94
properties of yogurt decreased by increasing the protein
Cherry Burrel knife content QC

Effect of process preparation on structural Firmness of coagulum as penetration Firmness was affected by the starter culture 165
and rheological properties of yogurt reading (mm) Protein matrices depended of the fortifica-
Penetrometer Universal Model 1700 tion process of milk ES/PC

Yogurt viscosity affected by partial substi- Viscosity measured as apparent viscosity Partial substitution produced yogurts of
tution of powder milk (Pa-s)at10°C firmer coagulum, higher viscosity, and a
Brookfield Synchro-lectric viscometer reduced susceptibility to syneresis QC

§
CO
00
TABLE 6 (continued)
Rheological Characterization of Set and Stirred Yogurts

Experimental Rheological parameters/models' Important remarks/classification" Ref.


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Heat treatments on rheological properties Gel firmness as curd tension (g); Gel firmness of yogurt greater for conven-
of yogurt consistency as spreadability (cm), tional VAT than other treatments
Cherry Burrel, Universal penetrometer, fluidity (cm), and apparent viscosity (P) Higher fluidity for yogurt UHT processed
Bostwick, Adams, and Brookfield milk than for VAT
instruments Rheological behavior attributed to protein
changes PC

UHT treatments on yogurt texture Texture measured as initial breaking Batch heating resulted in firmer yogurt
Instron Model TM, Brookfield LVT force (g) and flow coefficient (g/cm2); Yogurt prepared by conventional heat
Synch roelectric viscometer consistency expressed as relative treatment showed higher penetration
Sensory evaluation viscosity force, flow coefficient, and viscosity than
UHT yogurt PC/QC

Effect of heat treatment of milk on flow Flow properties expressed as app. Apparent viscosities had different values:
properties of yogurt viscosity (mPa • s), flow index, and VAT 550-568, HSTS 260-462,
Haake Rotovisco model RV3 consistency index (Pa • s"): UHT 170-333
Flow index for all treatments was 0.55-0.65,
0 = KD" while consistency values ranged from 0.3
a-ao=KDn to 1.0.
All yogurts showed a yield stress value PC

Effect of vat and continuous heating Curd firmness as penetration force (g); con- UHT miik had less firmness than HTST-
systems on physical properties of yogurt sistency as apparent viscosity (mPa • s) and VAT-processed milk
Instron testing machine and Haake Residence time influenced the firmness of
Rotovisco RV3 rheometer HTST-processed milk
Firmness and apparent viscosity were
correlated to protein denaturation PC/TC

Effect of elaboration processes on rheology Consistency as penetration force (g) A decrease in consistency was related to
and structure of yogurt (Labneh) homogenization process that affected the
Stevens LFRA Texture Analyzer coagulum characteristics ES/PC
Effect of heat on proteins and texture of Yogurt hardness measured as penetration Yogurt exhibited thixotropic behavior 96
yogurt force (g), consistency as viscosity Hardness and viscosity of yogurt were
Instron Food Testing Machine, model 1140, (mPa • s); and structure breakdown as related to whey protein denaturation
and Haake Rotovisco RV2 rheometer shear resistance (%) = 100 T)2/ri, Hypothetical model suggested for changes .
in casein micelles PC/ES

Effect of solid content and heat treatment Increasing dry matter and severity of 130
of rheology of yogurt treatment gave higher viscosity, rupture,
Rotational viscometer and yield point of yogurt PC
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a = KD"
o-Q0=KDn
o TABLE 6 (continued)
o Rheofogical Characterization of Set and Stirred Yogurts

Experimental Rheological parameters/models' Important remarks/classification11 Ref.


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Rheological and structural characteristics Consistency measured as apparent Viscosity of ropy yogurt three times higher 172
of ropy and nonropy yogurt viscosity (cP) than nonropy yogurt
Haake Rotovisco RV2 viscometer Both types of yogurt showed a peak shear
stress, 150 Pa for ropy and 50 Pa for
nonropy yogurt ES

Rheological analysis of yogurt using flow Viscoelasticity evaluated as elastic, viscous, Dynamic tests exhibited four regions related 159
and dynamic properties and relaxation moduli (Pa), and to structural changes in yogurt
Rheometrics Mechanical Spectrometer consistency as viscosity (Pa • s) At low strains, yogurt is primary elastic, but
RDS II and Carri-Med CS 100 rheometers at high strains becomes viscous
Thixotropic fluid PC/ES

Rheological characterization of yogurt by Consistency as viscosity (cP) and efflux Ropy yogurt viscosity two or more times 178
different tests time (s), texture as penetration force (g), higher than nonropy yogurt
Posthumus funnel, penetrometer rotational and viscoelasticity as elastic and loss Penetrometer tests did not distinguish
viscometer, and controlled viscoelastic moduli (Pa) yogurt types
rheometer Structural information of yogurts given by
oscillatory tests QC/ES

Effect of temperature of UF on the structure Firmness of Labneh as penetration force Microstructure was similar irrespective of 167
and rheology of Labneh Stevens LFRA (N,g) process manufacture
Texture Analyzer Firmness was affected by the method of
production, process temperature, and
homogenization passage ES/PC

Physical properties of yogurt affected by Firmness (Brookfield units) and apparent Firmness and apparent viscosity of yogurt 47
proteolytic treatments viscosity (cP) influenced by extent of proteolysis QC
Brookfield RVT viscometer

Rheological properties of yogurt elaborated Viscoelasticity as loss and storage moduli Rheological characteristics significantly 12
with two types of milk (Pa), dynamic viscosity, (Pa- s), and different for yogurt elaborated from skim
Bohlin VOR rheometer complex modulus (Pa); rate of rigidity: milk and ultrafiltered retentates QC/PC
Rheological measurements of structural Viscoelasticity expressed as storage Structure breakdown and rheological 132
changes in yogurt modulus (Pa) and loss angle (°): changes followed by oscillating tests
Bohlin VOR rheometer Breakdown curves described by empirical
G' = G1'exp(-f/x1) + G'2 exp(-r/T 2 ) + G,'nl model ES

Viscoelastic properties of yogurt affected by Viscoelasticity measured as storage and Both moduli for the ropy yogurt decreased 179
starter culture loss moduli (Pa) during storage time (4°C)
Rheotech International rheometer The elastic component of yogurt was not
affected by secreted polysaccharide
Polysaccharide acted as a "filler" in the
network PC
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Effect of starter cultures on linear visco- Viscoelasticity measured as storage and An inverse relationship between G' and 131
elastic properties of yogurt loss moduli (Pa); firmness expressed tan 8 of yogurt was found
Rheometrics ES rheometer and Instron as initial slope of force-penetration The attachment of mucogenic bacteria to
Universal Testing Machine curves (N/mm): the protein matrix decreased yogurt
firmness TS/PC

Stirred Yogurt
Viscosity of stirred yogurt Consistency as apparent viscosity (mPa • s), The yogurt was non-Newtonian fluid with 56
Deer rheometer, Posthumus funnel, and efflux time (s), and flow rate (1/h): with yield stress
Tube viscometer A modified power law equation fitted the
T|* = rheological behavior PC

Two commercial stirred yogurts affected Consistency expressed as viscosity (Pa • s): Samples exhibited yield stress 117
by temperature Flow curves modeled by Herschel-Bulkley
Haake Rotovisco RV20 c = a 0 + m{y)n for upward portion and linear model for
downward part
Rheological properties and temperature
fitted by Arrhenius and Turian equations
PC/TS

Rheological properties of stirred yogurt Consistency expressed as apparent Samples showed thixotropic flow with yield 118
affected by flavoring ingredients viscosity (Pa • s): stress
Haake Rotovisco RV20 rheometer Pectin and raspberry concentrate affected
x\ = 0.0443 + 0.109P + 0.093P2 - 0.001C the flow index
+ 0.005PC Viscosity was predicted by a polynomial
equation PC
w
in
w
UI
I)
TABLE 6 (continued)
Rheological Characterization of Set and Stirred Yogurts

Experimental Rheological parameters/models3 Important remarks/classification11 Ref.


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Structural changes in yogurt Viscoelasticity as storage modulus (Pa) and Storage modulus decrease was 132
Bohlin VOR rheometer loss angle (°): approximately proportional to strain
Breakdown curves described by the
G' = Gjexp^f/T,) + G'2 exp(-f/x 2 ) + G,'n( empirical model ES
Rheological characterization of yogurt Consistency as flow behavior index and Thixotropic flow was fitted by a Weltman
affected by ingredients consistency coefficient (Pa • sn): equation
Haake RV20 rheometer Ingredients had a significant influence on
T| = 0.0406 + 0.105P + 0.136P2 - 0.000156S rheological properties
+ 0.000054S + 0.00604PS Viscosity was predicted by a second-order
polynomial PC/QC

The meaning of every symbol is defined in the nomenclature section.


This classification is made considering the primary objective(s) established for each study. ES, elucidation of structure; PC, process characterization
or design; QC, quality control; TS, textural studies.

Nomenclature:
a Shear stress (Pa) T|J Extrapolated apparent viscosity (Pas)
D Shear rate (1/s) T Shear stress (Pa)
K and n Rheological constants K, C, N Constants for the model
a0 Yield stress value (Pa)
TI2 Viscosity of the down curve (Pa • s) y Shear rate (1/s)
TI, Viscosity of the up curve (Pa • s) a Shear stress (Pa)
Yield stress (Pa)
m Consistency coefficient (Pa • s)
k Apparent rate constant (1/min) n Flow behavior index
Gl Complex modulus at the completion of the gelation (Pa) Apparent viscosity (Pa • sn)
Go Complex modulus at time zero (onset of gelation) (Pa) f Frequency factor
GJ Complex modulus at time t (Pa) H. Activation energy (Kcal/mol)
R Gas constant
G' Storage modulus (Pa) T Absolute temperature
G\,G'Z Amount of fast and slow breakdown (Pa) at times f, and f2 (s) A, a Regression constants
x,, x2 Characteristic breakdown time constants (s) B,b Slope constants
Gi'n( Estimated G ' at infinite time (Pa)
i\ Apparent viscosity (Pa • s)
T|' Dynamic viscosity (Pa • s) P Concentration of pectin (%)
k Consistency coefficient (Pa • s) C Quantity of raspberry concentrate
Do Shear strain rate amplitude (1/s) S Quantity of strawberry concentrate
n Flow behavior index
generally followed the Herschel-Bulkley model scientific rheological aspects have been investigat-
and downward curves followed a linear relation- ed, and the application of dynamic measurements
ship. Further, Ramaswamy and Basak6-118 incor- characterizing yogurt viscoelasticity is an example
porated some additives to analyze their influence of it.
on the rheological parameters of stirred yogurt,
obtaining good correlations for predicting viscos-
ity as a function of ingredient concentration.
The thyxotropic nature of yogurt was men- V. FINAL REMARKS
tioned by several authors (Table 6), but no model
was used to fit it.6^96-117-118-159 Rheological and textural data have been com-
Because the network structure of yogurt plays piled for milk, concentrated milk, cream, butter,
an important role in the viscoelasticity of this ice cream and yogurt. Although many of the re-
dairy product, the dynamic tests are finding an viewed papers did not establish a quantitative
excellent field of application in analyzing the vis- relationship between rheological properties and
coelastic nature of yogurt affected by process the structure of these dairy products, the written
variables and measuring conditions.12-131-132-159'178-179 information is useful for researchers working in
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Biliaderis et al.12 used small amplitude oscil- the different sectors of the dairy industry.
latory tests to follow the structure formation in Important progress has been made in charac-
fermented yogurt. They observed a rapid rise in terizing the rheological behavior of milk and dairy
the storage modulus, as well as a sudden de- products. However, the use of rheological models
crease in the phase angle, that were related to the has been very limited, and most of the studies
transition from sol to gel, and applied a first- have been restricted to analyzing rheological be-
order reaction kinetic model (Equation 32) to havior by means of empirical tests and by using
estimate the rate of rigidity developed during instruments with a narrow application range.
yogurt fermentation: Milk, concentrated milk, and cream have been
fitted by mathematical rheological models,
whereas butter, ice cream, and yogurt have prima-
(32) rily been characterized by force-deformation tests.
Dynamic tests are gaining recognition as a way to
upgrade the actual knowledge of the rheological
Ronnegard and Dejmek132 used Equation 33 properties.
to describe the breakdown curves outside of the Rheological models and instruments used to
linear region for stirred yogurt obtained by means characterize the aforementioned six dairy prod-
of oscillating tests, ucts are quite diverse, ranging from fundamental
and sophisticated to empirical and of doubtful
— ] + G2'expf— (33) performance. There are no methods or instru-
ments recognized as standards for the rheological
characterization of each product. Standardization
whereas Vlahopoulou and Bell179 employed dy- of test methods and modeling for each dairy prod-
namic tests to identify the viscoelastic differences uct will promptly become an industrial norm.
between ropy and nonropy yogurts. Although they Although rheological and textural data for
noticed that the oscillatory testing showed con- dairy products are available and there is more
siderable variation among batches, the storage accessibility to advance instrumentation, additional
and loss moduli of the ropy gels were lower than research is needed. Studies based on scanning
those corresponding to nonropy yogurts. electron microscopy and magnetic resonance,
Although information about rheological prop- optical, acoustic, and electrochemical biosensors
erties does exist, several works have been focused and digital image processing, among others, will
on the study of empirical aspects and consumer provide a better understanding of the relation-
preferences. Just recently, more fundamental and ships between the structural components of each

353
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