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Sizing

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Sizing is a specialized substance used to modify the properties of various materials. It is applied to or incorporated into substrates like paper, textiles, and canvas. The primary purpose of sizing is to act as a protective filler or a smooth glaze. By using sizing, manufacturers can change how much liquid a material absorbs. It also alters how much wear and tear a material can handle during use. This process is vital for ensuring that inks, paints, and dyes behave predictably on a surface.

Slashing or startching the warp - cropped
Slashing or startching the warp - cropped

In papermaking, sizing works by controlling capillary action. Capillary action is the process where liquid moves through tiny spaces between fibers. Without sizing, paper fibers would soak up ink like a sponge. This would cause the ink to spread out and become blurry. Sizing curbs this tendency so that ink stays on the surface. This results in a more precise, economical, and consistent surface for printing and writing. It also improves the paper's smoothness, finish, and surface strength. It can even decrease surface porosity and fuzzing.

There are two main methods for applying sizing to paper. The first is internal sizing, also known as engine sizing. In this method, the sizing chemicals are added to the paper pulp before the sheet is even formed. This is common in almost all machine-made papers. The second method is surface sizing, or tub sizing. This involves adding the sizing agent to the surface of the paper after it has been made. Surface sizing is typically used for high-quality writing papers, such as ledger or bond paper. These solutions often contain modified starches, gelatin, or acrylic co-polymers. Some surface sizing agents are amphiphilic molecules. These molecules have a hydrophilic end that loves water and a hydrophobic end that repels it. The hydrophilic end sticks to the fiber, while the hydrophobic end faces outward to create a water-repellent film.

Paper can be categorized into three distinct types based on its sizing level. Unsized paper, often called waterleaf, has very low water resistance. This type is highly absorbent and is used for things like blotting paper. Weakly sized paper, or slack sized paper, is somewhat absorbent. Newsprint is a common example of this category. Finally, strongly sized paper, or hard sized paper, has the highest water resistance. Examples include liquid packaging board and coated fine papers. To improve the appearance of these papers, manufacturers may add optical brightening agents (OBA). These agents increase the whiteness and opacity of the surface.

History shows that humans have used many different substances for sizing. The Chinese used starch as a sizing agent as early as A.D. 768. They continued this practice until the fourteenth century when they began using animal glue instead. In early modern European paper mills, gelatin was a common choice for sizing. By the year 1850, a new method called rosin sizing became widely used. While effective, rosin sizing brought new challenges for historians and librarians. Rosin-based sizing requires acidic conditions during the manufacturing process. This acidity can cause the paper to decompose over time through a process called acid hydrolysis. This makes it much harder for libraries to preserve old, printed documents.

Sizing is also a critical step in textile manufacturing, specifically for warp yarns. During weaving, these yarns face constant strain, flexing, and abrasion from the loom. Sizing agents like modified starch, polyvinyl alcohol (PVA), or carboxymethyl cellulose (CMC) are applied to protect them. These chemicals increase the strength of the yarn and reduce its "hairiness." Sometimes, makers add wax or mutton tallow, which is an animal fat, to further reduce abrasion. After the weaving process is finished, the fabric undergoes a process called desizing to wash the sizing away.

Slashing or startching the warp - cropped
Slashing or startching the warp - cropped

Finally, sizing plays a major role in the fine arts. In gilding, a substance is applied to a surface to help thin layers of gold adhere to it. Traditional materials have included egg whites, rabbit-skin glue, or even blood in Ancient Egypt. For oil painters, sizing the canvas is a necessary protective step. Artists often use aqueous glue, such as hide glue, to size the canvas. This process fills the pores of the cloth and isolates the canvas from the paint. Without this step, the canvas could actually rot if it were exposed directly to the oil paint. This ensures the artwork remains stable for many years.

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