Characterising the Gluing and Finishing Properties of Wood Containing Beetle-Transmitted Bluestain. Prepared for

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Forintek Canada Corp. Western Division 2665 East Mall Vancouver, BC V6T 1W5 Characterising the Gluing and Finishing Properties of Wood Containing Beetle-Transmitted Bluestain by Derek Williams Industrial Advisor Secondary Manufacturing Elias Mucha Gluing Technologies Specialist Secondary Manufacturing Prepared for 2665 East Mall, Vancouver, BC V6T 1W5 Recipient Agreement Number: R2003-0133 Forest Research Program

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Summary The major defining characteristic of lumber cut from trees that have been infected with the mountain pine beetle is the extent of fungal bluestain in the sapwood. It is reported that bluestained wood has shown increased permeability, and questions arose as to whether the application of an adhesive or a finish coating may be adversely affected. Laminating of wood is a key value-added process and one that is very dependent on the quality of the bond between two or more components. Bluestain is a common phenomenon in the secondary wood processing industry where finishing is part of the value-adding process. The finishing evaluations made in this study were intended to benefit these processors. Pieces of bluestained and non-stained 2 x 4 in. lodgepole pine lumber were dried to a moisture content typically targeted by the furniture sector i.e., much drier than lumber used for structural purposes. From this lumber, specially constructed edge-glued panels were made which exhibited bluestained to bluestained joints and non-stained to non-stained joints. This construction method provides bluestained and non-stained joints for the laminating tests, as well as providing a good representation of what will really happen in an industrial setting where bluestain most likely will not be separated from non-stain. Each panel was cut in half, with one half being used for the laminating tests and the other half for the finishing evaluations. The strength and durability of the glue lines were measured. Various finish coatings either used alone or in combinations with others were subjectively evaluated. The laminating tests show that gluelines in lodgepole pine that contains beetle-transmitted bluestain were not significantly different in strength from gluelines in unstained wood when PVA and PRF adhesives are used. The durability of the bluestained beetle-killed wood gluelines easily met the requirements specified by the ASTM D1101 standard. Where desired, the appearance of bluestained wood can be enhanced or highlighted by a simple standard clear furniture finish. Bluestain in parts of edge-glued panels can be masked if certain types of finishes are employed. The finishes that gave more consistently good masking results were those containing blue, red, and charcoal tints in the stain, toner, or glaze coatings. Increased permeability of the bluestain did not affect the adherence of any of the finishes. While the finishing evaluations indicate the possibilities for finishing pine, whether it has bluestain or not, market research is recommended, using the best performing finishes on full-scale furniture pieces, to test consumer acceptance. i

Acknowledgements Fourteen B.C. Interior sawmills kindly provided suitable material for the testing recorded in this series of reports. Forintek Canada Corp. acknowledges the assistance provided by the Province of British Columbia through the Forestry Innovation Investment Program. Forintek Canada Corp. would like to thank its industry members, Natural Resources Canada, and the Provinces of British Columbia, Alberta, Saskatchewan, Quebec, Nova Scotia, New Brunswick, and Newfoundland and Labrador, for their guidance and financial support for this research. Forintek Canada Corp. would also like to thank Nacan Products Ltd. and Dynea for supplying adhesives for the laminating tests. ii

Table of Contents Summary... i Acknowledgements... ii Table of Contents... iii List of Tables... iv List of Figures... iv 1 Objectives...1 2 Introduction...1 3 Materials and Methods...1 3.1 Panel preparation...1 Non-structural panel construction...1 Structural laminates construction...2 3.2 Tests of gluing properties...2 3.3 Finishing of bluestained pine...3 4 Results and Discussion...4 4.1 Gluing properties...4 4.2 Finishing properties...5 5 Conclusions...12 6 Recommendations...12 7 References Cited...12 8 Glossary...13 iii

List of Tables Table 1: Tape test grading categories...4 Table 2: Average values for the delamination test... 4 Table 3: Average values for the block shear test... 5 Table 4: Finish schedule and commentary... 5 Table 5: Tape test results... 7 List of Figures Figure 1: Panel #26 Mahogany glaze over mahogany stain... 8 Figure 2: Panel #22 Blue toner over golden oak stain... 9 Figure 3: Panel #15 Orange toner over charcoal stain... 10 Figure 4: Panel #7 Off-white/grey stain... 11 iv

1 Objectives This work had two primary objectives: determine if lodgepole pine wood containing beetle-transmitted bluestain differs from non-stained lodgepole pine in its gluing properties; and determine what finishes best mask or enhance the bluestain. 2 Introduction Forintek Canada Corp. scientists have been asked about the gluing characteristics of bluestain wood for both furniture products and for glulam beams, but no information on this exists. Additionally, there is sometimes a requirement to either mask the bluestain or enhance it, for example as so-called Denim Wood. Tests of the gluing properties and of finishes were therefore proposed and are reported here. For further background and context to this work, see the overview report to this series (Byrne, 2003). 3 Materials and Methods 3.1 Panel preparation From the lumber collected from each of the 14 mills, 11 bluestained and 11 non-stained pieces of 8 foot 2 x 4 in. lumber were randomly selected. The following lengths were cut from the lumber: 120 pieces bluestained stock 4 feet long 120 pieces non-stained stock 4 feet long 30 pieces bluestained stock 2 feet long and 30 pieces non-stained stock 2 feet long. for the non-structural panels for the structural laminates All cut stock pieces were selected to have few defects such as large knots, wane, warp, or checks. Prior to further drying of the cut stock samples in the superheated steam kiln, all the samples were planed to a thickness of 29 mm to enable faster drying. This was done because lumber from the mills is generally at a moisture content of up to 19%, whereas for laminating purposes it needs to be in the range of 8 to 9%. It took 48 hours to dry the samples to the target moisture content. Non-structural panel construction Just prior to edge gluing, each 4-foot cut stock piece was planed to bring the width to 82 mm and to provide a fresh, glueline quality edge. Panels were laid up using the following sequence of pieces: 2 non- 1

stained, 2 bluestained, 2 non-stained, and 2 bluestained. Good panel construction practice was followed in that growth ring orientation was alternated between each piece in the panel. The adhesive used was a special formulation of polyvinyl acetate (PVA) intended for use with a radio frequency or high frequency glue press. The lower end of the range of adhesive spread rate as specified by the adhesive manufacturer (18 kg/100 m 2 ) was used and this was verified by weighing each piece before and after the adhesive was applied. A Radio Frequency Services high frequency glue press was used to laminate the panels for a period of 22 seconds, followed by a 30-second cool-down period with the pressure still applied. A total of 30 panels were made plus two spares. After a 24-hour period, each of the double-sized edge-glued panels was cut in half across the long dimension and each half was numbered as A or B panels. The A panels were destined for the finishing tests while the B panels were used for the laminating tests. The A panels were planed on both sides to reduce the thickness to 19 mm and so make handling easier. Sanding preparation of the A panels was carried out at the British Columbia Institute of Technology (BCIT). The B panels were planed to a thickness of 25 mm to facilitate the preparation of shear blocks and delamination test specimens. Structural laminates construction Just prior to edge gluing, each 2-foot long piece was planed to a thickness of 27 mm to give one fresh and flat surface for face laminating, and planed to a width of 82 mm so that all widths would be the same. The laminates were made so that a bluestained piece would be laminated to a bluestained piece and nonstained to non-stained. The adhesive used was phenol resorcinol formaldehyde (PRF) such as is commonly used for gluedlaminated timber (glulam). Manufacturer s instructions were followed for the adhesive spread rates and mixing ratio of hardener and resin. A Radio Frequency Services high frequency glue press was used to cure the glue bonds. A total of 15 bluestained to bluestained and 15 non-stained to non-stained two-piece laminates were made. 3.2 Tests of gluing properties The integrity of the glue joints was determined for structural and interior non-structural application by using the vacuum pressure delamination test. The tests were carried out in accordance with the ASTM D1101-92 standard for structural laminated products, and with SKH NRP-7071 standard for nonstructural laminated products. The delamination specimens were soaked in water inside a pressure vessel where a vacuum (20 25 in. Hg) was applied for 15 minutes followed by a pressure of 75.5 psi for two hours. For non-structural products, this cycle was repeated 3 times followed by drying at 28 C for 90 hours. For structural products, the cycle was repeated 3 times followed by drying at 70 C for 90 hours. This test simulates very severe conditions. Assessments, as described in the standards, were made based on the extent of open gluelines on the two surfaces. The standards stipulate that for the product to pass when the delamination test is completed, the total extent of delamination on the two end-grain surfaces of each specimen must not exceed 10% of the total length of all the gluelines on both surfaces. In addition, the length of delamination on any glueline must not exceed one-third of the total length of the original glueline. 2

Assessment of bonding quality for interior non-structural and structural applications was carried out using the block shear test (BST) by compression loading. This test was conducted in accordance with the ASTM D905-89 standard for structural products. Assessment of the test was carried out in terms of shear strength and wood failure as described in the ASTM D905-89 standard. Since this standard does not specify the minimum shear strength and the minimum percentage of wood failure, the JAS standard Notification No. 112 (glued-laminated timber for fixtures, decorative laminated timber for fixtures, and decorative structural glued laminates posts) was used to evaluate the results of this test in terms of pass or fail. The JAS standard specifies minimum shear strength of 856 psi (5.9 Mpa or 60 Kkf/cm 2 ) and a minimum of 65% wood failure for wood species group 5 such as lodgepole pine, ponderosa pine, luan, and other wood of equivalent strength. Results of the delamination and block shear tests were tabulated in a computer spreadsheet preparatory to data analysis. 3.3 Finishing of bluestained pine This testing was designed to determine what finish combinations could be use to mask or enhance bluestained pine incorporated into the edge-glued panels. We targeted non-paint finishes, suitable for furniture, that would allow the wood grain to show through. Because no quantitative tests exist for determining the appearance attributes of finishes, subjective means must be used. The application of various finishes was subcontracted to a finishing expert at BCIT. Using his knowledge and experience in finishing wood, he tested a number of commercially available stains, toners, and glazes singly or in combination to see the degree to which they masked the bluestain. The stains, toners, and glazes selected were all solvent based rather than waterborne, as the latter do not work as well with softwood species. Samples for the finishing tests were done on the 19 mm thick panels edge-glued with PVA (see section 3.1). These panels have alternating bands of bluestain and non-stain wood, typical of what can be found in furniture production plants. Before the application of a finish, each panel was sanded at the joinery shop at BCIT using 150 grit sandpaper on a wide belt sander. Experimentation with the finishing systems involved applying a number of different stains or toners either separately or in combination onto bare wood. This was followed by a clear sealer to protect the surface and to permit sanding to remove raised grain and other slight imperfections. Two coats of lacquer with a low sheen (20º gloss) followed. Photographs of the finished panels were taken. Data for the adhesion of the finishes to the wood substrate was obtained using a tape test done according to ASTM D3359. This standard industry test indicates whether the finishes adhere better or worse on bluestained versus non-stained wood. The tape used was a 1 in. wide semi-transparent pressure-sensitive tape from a specialty tape supplier. The test used a multi-blade cutter to score a hatch pattern into a finished surface. Lines were scored 1 mm apart and 20 mm long through to the wood substrate and this was repeated at 90º to the first set of lines to form a lattice. The surface was cleaned of any small fragments. Tape was cut to cover the hatched marks. To ensure good contact, the tape was rubbed with the eraser end of a pencil. Within 90 seconds after application, the tape was rapidly pulled back upon itself at as close to an 180º angle as possible. The grid 3

area was then inspected for removal of coating from the substrate and rated according to a scale (Table 1). On panels with two coats of either a stain, toner, or glaze, the tape test was conducted on both the undercoat and the topcoat. Table 1: Category Tape test grading categories Description 5 Edges of the cuts are completely smooth; none of the squares of the lattice is detached. 4 Small flakes of the coating are detached at intersections; less than 5% of the area is affected. 3 2 1 Small flakes of the coating are detached along edges and at intersections of cuts; the area affected is 5 15% of the lattice. The coating has flaked along the edges and on parts of the squares; the area affected is 15 35% of the lattice. The coating has flaked along the edges of cuts in large ribbons and whole squares have detached; the area affected is 35 to 65% of the lattice. 0 Flaking and detachment has occurred over 65% of the lattice Source: ASTM D3359-93 standard test. The tape test was performed on two locations for each panel: one on an area containing bluestain, and the other on an area with no stain. The values obtained were tabulated for analysis and reporting. 4 Results and Discussion 4.1 Gluing properties The results of the delamination tests are presented in Table 2 and represent the percentage of delamination that occurred in the laminated blocks. All the test joints were under the 10% limit, indicating that bluestain does not affect the bonding performance of joints using either PVA or PRF adhesives. Table 2: Average values for the delamination test Adhesive Type Fibre Type % Delamination Standard Deviation PVA Bluestain 0.78 2.07 PVA Non-stain 2.37 7.01 PRF Bluestain 2.21 7.31 PRF Non-stain 0.25 0.95 Note: 15 delamination specimens were used per test. The results for the block shear test are presented in Table 3. They show that bluestain fibre gives comparable shear strength values for both types of adhesive. As well, the bonds formed by using PVA were approximately 5% stronger than those using PRF. Another indicator of a good blue bond is the 4

wood failure percentage. A high percentage of wood failure in a glue joint means that the glue bond was stronger than the surrounding wood fibre. Table 3: Adhesive Type Average values for the block shear test Fibre Type Shear Strength (psi) Standard Deviation % Wood Failure Standard Deviation PVA Bluestain 1777 233 95 16.3 PVA Non-stain 1707 282 95 9.4 PRF Bluestain 1698 367 86 26.3 PRF Non-stain 1629 477 74 28.6 Note: 45 block shear specimens were used per test. Based on the data generated here, it appears that sound bonding can be obtained with bluestain beetlekilled lodgepole pine. There is therefore no reason to change standard application practices for PVA or PRF resin adhesives over what is already being done for non-stain wood. 4.2 Finishing properties A list of the finishes used and commentary on their appearance attributes is presented in Table 4. All the panels except for panel #2 had an application of a colour coating (stain, toner, glaze). Panel #2 was finished in a straight clear coat to provide a control sample the natural look of bluestain pine. Students in the BCIT Finishing Dept. considered this sample to be attractive. When cordovan (reddish colour), orange, blue, mahogany, or walnut stains or toners were used alone, the result was either too much contrast or the finish was too dark. Off-white/grey and charcoal stains gave a washed-out look. The golden oak stain worked well on it s own. Combinations of stains, toners, or glazes worked the best, and particularly, the charcoal stain with the orange, blue, and cordovan toners and charcoal glaze. Golden oak stain with orange, blue, and cordovan toners and golden oak glaze also gave good-looking results. With the mahogany stain, only cordovan toner and the mahogany glaze gave good-looking results. For furniture manufacturers that make their furniture with bluestain wood and do not attempt to mask in any way the colour difference, the clear coat is practical. Some of the finish panel samples with the best potential are shown in Figures 1 4. Table 4: Finish schedule and commentary Panel # Stain Toner Glaze Comments 1 Cordovan Cordovan -- Deep red colour; toner evens out colour 2 -- -- -- Straight clear coat only; typical look of pine, blue streaks attractive 3 -- Orange -- Very strong colour contrast; not recommended 5

Panel # Stain Toner Glaze Comments 4 -- Blue -- Very strong colour contrast; too much of a colour variation from white pine to the strong blue 5 -- Walnut -- Strong dark brown colour variation; grain pattern is lost 6 -- Cordovan -- Strong red colour; too much contrast between the existing white pine and the red toner 7 Off-white/grey -- -- Whitewash look 8 Off-white/grey -- Off-white/grey Strong white-grey results; bluestain almost gone 9 Off-white/grey Orange -- Orange toner produces a milky orange over the grey 10 Off-white/grey Blue -- Blue over the white too strong a contrast 11 Off-white/grey Walnut -- Dark brown toner over the white too strong a contrast 12 Off-white/grey Cordovan -- Red over the white stain too strong a contrast 13 Charcoal -- -- Washed-out look; uneven absorption of the stain is very prominent 14 Charcoal -- Charcoal Deeper colour; grain pattern is more even 15 Charcoal Orange -- Interesting look; charcoal grain pattern enhances the orange toner 16 Charcoal Blue -- Nice contrast; positive comments from various people 17 Charcoal Walnut -- Very dark, deep colour; grey staining is completely gone 18 Charcoal Cordovan -- Nice contrast; strong dark grain pattern under the deep red colour 19 Golden oak -- -- Very light golden stain; works well over the pine 20 Golden oak -- Golden oak Deeper golden colour; hides bluestain 21 Golden oak Orange -- Deep orange colour over golden colour; nice grain contrast 22 Golden oak Blue -- Blue toner slightly turns to a green/blue; the nicest blue sample 23 Golden oak Walnut -- Natural walnut colour over a golden stain; grain starting to be hidden 24 Golden oak Cordovan -- Strong red toner over gold; produces a warm red tone 25 Mahogany -- -- Dark stain; produces the typical wild grain when staining over the pine 26 Mahogany -- Mahogany Evens out the colour; produces a rich red/brown 27 Mahogany Orange -- Orange over the red/brown; not a pleasing combination 28 Mahogany Blue -- Unusual combination; a slightly purple-blue colour; hides blue staining easily 29 Mahogany Walnut -- Deep brown red; grain starting to be covered 30 Mahogany Cordovan -- Deep, rich red colour combination; very striking The results of the tape tests of finish adherence are summarised in Table 5. Comparison of the totals shows there is no significant difference between the adherence of any of the finishes used, whether they are applied over bluestained or non-stained fibre. Differences in adherence did occur between different finishes, but these differences appeared in both bluestained and non-stained wood alike. 6

Table 5: Tape test results Panel # Bluestained Non-stained First Coat Top Coat First Coat Top Coat 1 4 5 4 4 2-5 - 5 3-4 - 4 4-4 - 4 5-5 - 4 6-4 - 5 7-5 - 5 8 4 5 4 4 9 4 4 5 4 10 3 5 5 3 11 4 4 4 4 12 4 4 4 4 13-4 - 5 14 4 2 4 3 15 4 5 5 5 16 4 4 4 4 17 5 4 4 3 18 5 5 4 5 19-5 - 5 20 4 5 4 4 21 4 4 3 4 22 3 4 4 3 23 3 3 3 4 24 5 3 5 4 25-5 - 4 26 3 3 3 3 27 4 5 4 5 28 3 3 3 3 29 3 4 4 3 30 3 4 4 4 Mean / St. Dev. 3.81 / 0.67 4.2 / 0.81 4 / 0.72 4 / 0.63 7

Figure 1: Panel #26 Mahogany glaze over mahogany stain 8

Figure 2: Panel #22 Blue toner over golden oak stain 9

Figure 3: Panel #15 Orange toner over charcoal stain 10

Figure 4: Panel #7 Off-white/grey stain 11

5 Conclusions The presence of beetle-transmitted bluestain in lodgepole pine glue joints made with either PVA or PRF adhesive makes no difference to the shear strength and durability of the joints. All joints exceeded ASTM D905 and D1101 standard requirements. The colour contrast between bluestained and non-bluestained wood can be masked in appearance products using standard furniture finishes that use stains/toners/glazes with reddish, bluish or charcoal tints. The appearance of bluestained wood is enhanced or highlighted by a simple standard clear furniture finish. The presence of beetle-transmitted bluestain in wood did not affect the adherence of the interior finishes tested. All finishes exceeded ASTM D3359 standard requirements. 6 Recommendations Samples of the better-looking finishes that mask bluestain should be market tested in key markets for B.C. wood products. A number of the better-looking finishes that mask bluestain and the clear finish that enhances it should be applied over full-size furniture pieces, flooring, and cabinet doors. Similar finishing tests should be tried for other wood species that experience staining problems, such as alder, spruce, and hemlock. 7 References Cited American Society for Testing and Materials. 2001. Standard test methods for integrity of adhesive joints in structural laminated wood products for exterior use. ASTM D1101-97a. Volume 15.06, Adhesives. West Conshohocken, PA. American Society for Testing and Materials. 2001. Standard test method for strength properties of adhesive bonds in shear by compression loading. ASTM D905-94. Volume 15.06, Adhesives. West Conshohocken, PA. American Society for Testing and Materials. 1993. Standard test method for measuring adhesion by tape test. ASTM D3359-93. Volume 6.01, Paints. Philadelphia, PA. 12

Byrne, A. 2003. Characterising the properties of wood containing beetle-transmitted bluestain: background, material collection, and summary of findings. Forintek Canada Corp. report to the Forest Innovation Investment Program. Vancouver, BC. Japan Plywood Inspection Corporation. 1996. Japanese Agricultural Standard (JAS) for Glue Laminated Timber. Notification No. 112. Ministry of Agriculture, Forestry and Fisheries, Tokyo, Japan. Stichting Keuringsbureau Hout SKH. IQC Laminated Timber With or Without Fingerjoints. Code of Practice NRP 7071. Waheningen, The Netherlands. 8 Glossary Glaze: A mixture of a stain and a clear sealer that is applied over a bare wood or a previously stain-coated surface. It deepens and evens out colour variation. Lacquer: A clear film-forming coating that goes over the sealer to provide a hard surface finish with varying degrees of gloss. Sealer: Normally the first clear coat on a wood surface that is designed to form a film to seal the surface. It is fast drying and allows for easy sanding in preparation for the finish coating. Sheen: Sheen or gloss is a relative measure of how shiny the surface appears. A mirror has a gloss of 100%; whereas a high gloss surface would have a degree of gloss in the 80 85% range. Low sheen would be a gloss in the 20% range. Stain: In the context of finish coatings solvent-based coating that is sprayed or wiped on to wood, allowed to penetrate the surface, and then wiped off. Toner: A fast drying solvent-based coating that is applied by spray only over bare wood or over a previously stain-coated surface. It deepens and evens out colour variation. It also allows very light coloured wood to be tinted very dark or bright. 13