James A.
Richards
*,
Vincent A.
Martinez
* and
Jochen
Arlt
*
SUPA and School of Physics and Astronomy, University of Edinburgh, King's Buildings, Edinburgh EH9 3FD, UK. E-mail: james.a.richards@ed.ac.uk; vincent.martinez@ed.ac.uk; j.arlt@ed.ac.uk
First published on 10th March 2021
Particle size is a key variable in understanding the behaviour of the particulate products that underpin much of our modern lives. Typically obtained from suspensions at rest, measuring the particle size under flowing conditions would enable advances for in-line testing during manufacture and high-throughput testing during development. However, samples are often turbid, multiply scattering light and preventing the direct use of common sizing techniques. Differential dynamic microscopy (DDM) is a powerful technique for analysing video microscopy of such samples, measuring diffusion and hence particle size without the need to resolve individual particles while free of substantial user input. However, when applying DDM to a flowing sample, diffusive dynamics are rapidly dominated by flow effects, preventing particle sizing. Here, we develop “flow-DDM”, a novel analysis scheme that combines optimised imaging conditions, a drift-velocity correction and modelling of the impact of flow. Flow-DDM allows a decoupling of flow from diffusive motion that facilitates successful particle size measurements at flow speeds an order of magnitude higher than for DDM. We demonstrate the generality of the technique by applying flow-DDM to two separate microscopy methods and flow geometries.
Measuring the size of particles in formulations is therefore an important task, both during development (e.g. high-throughput testing), but also in real-time during manufacture to ensure a consistent formulation. To achieve these goals it is necessary to characterise a suspension not just in a quiescent (non-flowing) state but also under flowing conditions. For quiescent samples, various approaches to particle sizing exist, for which the reference method is to determine size directly from high-resolution electron microscopy images.5 However, this requires dry particles (it is not an in situ method) and expensive equipment. More routine laboratory techniques for sizing particles in suspension include the well-established methods of static and dynamic light-scattering (SLS and DLS).6 SLS measures the particle form factor (and hence size) from the average intensity scattered; in contrast, DLS measures the free diffusion coefficient, D0, via temporal fluctuations of the scattered intensity due to Brownian motion. From D0, the particle diameter, d, can be extracted via the Stokes–Einstein relation. DLS has been extended to flowing systems for in-line testing, but the measured particle size is impacted by flow speed.7
However, for formulation science a more fundamental issue arises for both SLS and DLS, as the techniques are strongly affected by multiple scattering, where photons interact with more than one particle before reaching the detector. Although suppression of multiple scattering is possible using advanced DLS techniques,8,9 highly dilute and transparent samples are required for standard commercial DLS setups. For formulations, which may even be turbid, this is an excessively restrictive requirement.
This limitation arises from the fact that DLS operates on a large scattering volume. One can also extract size from dynamics in a smaller volume by tracking individual particles from video microscopy.10 However, this approach requires identifying individual particles, a task which becomes impracticable for smaller particles (d ≲ 500 nm) or in non-dilute, turbid systems,11 although one which machine learning is being applied to.12 Using differential dynamic microscopy (DDM),13 a digital Fourier analysis of video microscopy, we avoid both user inputs and particle location. DDM has been used to characterise the micro-rheological properties of fluids;14–16 to enable high-throughput measurements of micro-organism motility;17–19 and to measure particle diffusion in complex environments,20,21 under external fields,22 and even in dense or turbid systems.23–25
However, for flowing suspensions the fluid's velocity can impact many particle-sizing techniques, causing an apparent increase in diffusion and an underestimation of particle size.7,26 Therefore, for reliable particle sizing microscopic diffusive motion must be disentangled from the impact of bulk flow. The effect of flow on another digital Fourier microscopy technique27 related to DDM has recently been suggested, but this was limited to exploring qualitative changes in the microscopic dynamics of soft solids.28
Here, we present “flow-DDM”, a novel DDM-based analysis scheme to quantitatively measure diffusive dynamics in flowing samples using a combination of drift-velocity correction and an appropriate theoretical model. Respectively, these reduce the contribution of the flow to the dynamics and allow a careful decoupling of the diffusive dynamics from the residual effects of flow. Using dilute colloidal suspensions, we systematically validate flow-DDM as a function of flow speed for the accurate measurement of particle size. We find that flow-DDM outperforms current DDM techniques by an order of magnitude in the maximum possible flow speed. We establish a measurement protocol, bounds for reliable diffusion measurements and a guide to optimise the imaging method, which together could be widely applied for particle sizing in a multitude of flowing samples. This is demonstrated using phase-contrast microscopy of Poiseuille flow and fluorescence confocal microscopy of a rheometric shear flow.
![]() | (1) |
![]() | (2) |
![]() | (3) |
![]() | (4) |
![]() | (5) |
A uniform steady flow, with velocity , will shift the position of each particle by δ
v =
τ in addition to diffusive motion, introducing a phase shift into the ISF:
![]() | (6) |
This is apparent in the DICF as ‘waves’ in the direction of flow, as illustrated in Fig. 1(a), which shows a typical experimental DICF, in the (qx,qy) plane at one delay time τ = 0.02 s, obtained for Brownian particles flowing with mean velocity 〈v〉 = 630 μm s−1 (see Section 3.1 for Experimental details). When diffusion is negligible, the spacing of these waves has been used to measure the flow speed of nanoparticle suspensions pumped through a capillary.29Eqn (6) also implies that flow should not contribute to the DICF in the direction perpendicular to the flow, g⊥, as ·
= 0, and f⊥v = 1. However, as images are composed of finite-sized pixels, measurements of g⊥ require averaging over a finite-size sector with half-width θ and thus
is only approximately perpendicular, Fig. 1(a) (cross-hatched). In practice, we found a minimum of θ ≈ 3° is required to obtain measurable g⊥ from a 256 pixel image. Therefore, this sector still contains a velocity component (∼θ|
|), which introduces a decorrelation timescale (tv ∼ 1/qθ|
|), that for even moderate flow velocities can dominate over diffusion (tv ≪ tD = 1/Dq2). This velocity component leads to a non-monotonic (and assuredly non-diffusive) g⊥(
,τ) set by fv rather than fD, Fig. 1(c) [(blue) squares]. The non-monotonic behaviour is exacerbated in the adjacent sector [(grey) circles]. We refer to a simple diffusive fit to g⊥ as “anisotropic-DDM”, a technique which has been used for particles influenced by a magnetic field.22,25
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Fig. 1 Impact of flow and drift correction on DICF. (a) DICF for DDM correlator, g(![]() |
A combination of a finite field of view and flow will also cause decorrelation due to particles leaving the image (and being replaced by on average uncorrelated particles).28 This introduces a finite-size term into the total ISF, which for flow along the x direction takes the form
fFS = max[(1 − |vx|τ/Lx),0], | (7) |
Having measured the mean flow velocity, 〈〉, we can then compute the drift-corrected DICF:
![]() | (8) |
Eqn (8) allows reduction of the flow contribution, as both the ‘waves’ and non-monotonic behaviour of the DICF [Fig. 1(a) and (c)] are not apparent in the drift-corrected DICF [Fig. 1(b) and (d)]. However, we note that the drift-corrected DICF is clearly not radially symmetric, indicating that there is still some residual contribution from the flow. This is due to the fact that there is actually a distribution of flow speeds about the mean. This speed distribution must be considered to allow accurate measurements of particle size at high flow speeds.
![]() | (9) |
Note that the width of this distribution is in principle not set by the mean speed alone, e.g. in rheometric cone-plate flow the shear rate is fixed (fixing the velocity distribution for a given optical section) but the speed varies with height. However, it is important to realise that in practice for a given imaging region the velocity distribution will increase with the mean speed in a linear fashion, Δv = k〈v〉, with the proportionally constant dependent on the flow geometry, but assumed to be less than 1 (for imaging away from the boundaries).
To size particles, we first restrict our analysis to the perpendicular sector, f⊥Δv, for which the impact of Δv is minimised (just as with 〈v〉 for f⊥v). This attempts to ensure that diffusion causes decorrelation in eqn (9). For tractability, we assume a uniform distribution of residual velocities (−Δv to +Δv) and use a small angle approximation for the phase shift, i.e.. Integration over the residual velocity distribution (Δv′) and then sector angle (θ′) thus yields:
![]() | (10) |
Finite-size effects by contrast lead to tFS = 0.63Lx/vx, independent of q. Therefore decorrelation is predominantly due to diffusion for speeds up to vx ≈ 0.63q2DLx, i.e. this effect becomes less important at higher q, cf.Fig. 2(a) blue and dark grey lines. By acquiring images with a large field of view Lx and high spatial resolution (to access high q) finite size effects can be be greatly reduced. But the faster dynamics at higher q also require high frame rates, which in modern scientific cameras and confocal laser scanning systems decreases with the height Ly of the image. In practice, these requirements are most effectively achieved by taking a rectangular image, with the long axis of the field of view aligned with the flow direction: we use Lx = 4Ly throughout.
The decorrelation time caused by the distribution of speeds, from eqn (10),
![]() | (11) |
![]() | (12) |
Decorrelation due to Δv now occurs at a more rapid rate (∼3× compared to f⊥Δv) and we can separately probe Δv by simultaneously fitting two sectors of the DICF and establish whether the measured particle size is reliable, i.e. tD ≪ {tFS, tΔv}. This combination of drift correction, imaging optimisation and fitting together we term “flow-DDM”.
To establish a reference diffusion coefficient, i.e. the free-diffusion coefficient (D0), quiescent samples were recorded in the same conditions. Using standard DDM (eqn (1) and (4)), a q-dependent diffusion coefficient was extracted, Fig. 4(a). The diffusivity, D0 = 〈D(q)〉 = 1.52(1) μm2 s−1 (averaging over q = 1.0 to 3.0 μm−1) implies a particle size of d = 298(3) nm at 22 °C.
In the quiescent state, a plateau in D(q) is seen for q = 1 to 2.5 μm−1, Fig. 4(b) (open circles). Due to the small image width (Ly) used for flow-DDM, “spectral leakage” leads to an apparent drop in diffusivity: at high q values, corresponding to length scales smaller than the particle, g(q,τ) is distorted due to particles cut off at the image boundaries.34 This effect is mitigated by smoothing the image boundaries using a Hanning window, (cf. open and filled symbols); all further diffusion measurements presented are from windowed images. Averaging D(q) from 1.0 μm−1 to 3.0 μm−1, gives D0 = 0.164(1) μm2 s−1 and a particle diameter of 2.65(1) μm at 20 °C. At low q there is an apparent rise in D due to diffusion out of the optical section.34 Additionally, we can also estimate the particle size from A(q), Fig. 4. Considering high resolution fluorescence imaging of a dilute suspension, we expect A(q) to be proportional to the particle form factor, for which a first minimum should occur at qd/2 ≈ 4.5 by considering the Fourier transform of a uniform intensity and neglecting the point spread function. The minimum at q = 3.4 μm−1, Fig. 4(d), results in an estimated diameter d ≈ 2.64 μm, in quantitative agreement with results from the measured D0.
To create flow, a 1°, 50 mm diameter cone-plate geometry generates a uniform shear rate, , with the velocity gradient perpendicular to the imaging plane. The shear rate is set by the rotational speed of the rheometer. Imaging at an increasing depth into the sample, h = 10 and 20 μm, increases the translational speed 〈v〉 =
h; greater depths could not be used due to high sample turbidity. Images are taken at a radius of ≈20 mm from center of the cone, to ensure the direction of the rotational flow does not vary significantly along the flow direction, x.
From the measured 〈v〉, we computed the drift-corrected DICF for all positions (Fig. S3 for typical ḡ, ESI†). To extract a diffusion coefficient we simultaneously fit the perpendicular and near-perpendicular sectors of the drift-corrected DICF, Fig. 1(b), using eqn (4), (8)–(12) over a q range of 3.0 μm−1 to 3.5 μm−1 where A/B > 0.3. 〈v〉 is taken as an input parameter, and {D(q), Δv, A(n)⊥(q) and B(n)⊥(q)} as the fitting parameters (Fig. S3 for typical results as a function of q, ESI†).
We varied the flow rate in the range Q = 1 μl min−1 to 90 μl min−1, resulting in nearly two decades of measured 〈v〉 in the middle region of the capillary (from 34 μm s−1 to 3000 μm s−1). Plotting the extracted diffusivity 〈D〉 against 〈v〉, Fig. 6(a), we find that 〈D〉 closely matches the quiescent measurement, D0, up to 1000 μm s−1, cf. filled squares and dashed line. Correspondingly, at the minimum q used for averaging the diffusion timescale tD is far smaller than tΔv and tFS, Fig. 6(b), giving great confidence in the accuracy of the overall analysis, as discussed in Section 2.3.3. However, tD and tΔv become comparable at higher velocity 〈v〉 = 1500 μm s−1 and so the error in 〈D〉 increases, before 〈D〉 itself increases at yet higher speeds. For sizing, this would appear as a smaller particle. Based on Fig. 6, we conclude that due to the present optimal imaging conditions Δv is the limiting factor (as tΔv < tFS) and that tD ≲ tΔv/3 is necessary for reliable sizing measurements [Fig. 6(b) hatched region]. Using eqn (11), this allows us to estimate the maximum velocity, vmax = 1100 μm s−1, for reliable particle sizing by considering our measured Δv ≈ 0.1v (Fig. S4, ESI†) and θ = 3°. Using larger θ = 7.5° sectors means Δv will have a larger impact (vmax = 430 μm s−1), and correspondingly we see a larger 〈D〉 measurement at a lower 〈v〉 ≲ 1000 μm s−1 (Fig. S5, ESI†).
![]() | ||
Fig. 6 Measuring diffusion with varying capillary flow rate. (a) Extracted diffusivities vs mean drift velocity, 〈v〉, averaging over 4 positions in channel centre. Symbols: filled (blue) squares, flow-DDM averaging D(q) over q = 3.0 μm−1 to 3.5 μm−1 with θ = 3° and open (black) squares, anisotropic-DDM. (b) Timescale phase diagram. Symbols, timescales at minimum q used for flow-DDM, q = 3.0 μm−1: (blue) squares, measured diffusion; solid (orange) triangles, extracted velocity distribution from flow-DDM; open (orange) triangles, velocity distribution from v(t), Fig. 5, using 0.25 s subsections and the difference between 5th and 95th percentiles; and (grey) circles, finite-size effect from 〈v〉. Lines and shading scheme as in Fig. 2, with striped shading indicating factor three timescale separation. |
A Δv ∼ 0.1 〈v〉 is larger than expected from variation across the width of the channel, Fig. 5 (inset). It is instead related to temporal fluctuations, with Δv measured with flow-DDM closely matched by the variation in v(t), cf.Fig. 6(b) open and filled triangles. The spatio-temporal velocity fluctuations mean that the contribution to Δv from the optical section is insignificant, which results in consistent diffusivity measurements across the capillary, even as the velocity variation across the depth of field changes, see ESI† Section 2. However, even if these measurements were not limited by flow stability, tFS would soon impact measurements [Fig. 6(b), solid dark (grey) line], even with the rectangular field of view.
Comparing flow-DDM to existing DDM-based techniques, we see a significant improvement over anisotropic-DDM, i.e. using a perpendicular sector of θ = 3° and a simple diffusive fit (eqn (4)) over the same q range, Fig. 6(a). Flow-DDM enables reliable measurement of the free diffusion coefficient, D0, and thus the particle size to 〈v〉 an order of magnitude faster than for anisotropic-DDM, for which 〈D〉 starts to significantly increase from 〈v〉 ≲ 100 μm s−1. The (10)× improvement is consistent with Δv ∼ 0.1〈v〉 as the particle velocities are reduced 10 fold thanks to the drift-correction (eqn (8)).
Additionally, another recent technique based on DDM but using a higher-order “far-field” correlator has been suggested to eliminate the impact of translation due to flow (i.e. 〈v〉). This far-field correlator can be related to the magnitude of the ISF, which should be translation invariant.28 However, we find that even in quiescent conditions that interpretation of this correlator is challenging, as it yields a measured D(q) lower than the expected D0 (Fig. S6, ESI†), while for flowing samples the results vary proportionally with non-drift-corrected DDM (Fig. S5, ESI†). For quantitative results, we therefore use flow-DDM.
Fig. 7 shows 〈v〉 measured from φDM (symbols) as a function of h. The extracted average velocity closely matches the speed predicted for a shear flow, 〈v〉 =
h (line). However, at high shear rates (
≥ 5 s−1) there are noticeable oscillations in the flow speed (see inset), consistent with a slight geometry misalignment.36 The drift-corrected DICF, ḡ (eqn (8)), was therefore calculated using a time-dependent drift velocity based upon a smoothed average of 〈v〉 from 2 s subsections, v(t). We then fit ḡ using the protocol developed for Poiseuille flow in Section 4.1, but now using a q range of 2.0 μm−1 to 2.5 μm−1 so that A/B remains ≳ 0.3. The lower q range consequently requires an increased θ of 7.5° to ensure an average over sufficient
. Typical results for ḡ and fits thereof are shown in Fig. S3, ESI.†
Fig. 8(a) shows the measured 〈D〉 as a function of shear rate [light (blue) symbols]. At , 〈D〉 ≈ 0.18 μm2 s−1, giving an inferred particle diameter of d = 2.4 μm. The diffusivity is comparable to the rest measurement, D0 = 0.16 μm2 s−1, although there is an ≈10% increase that may arise from a small change in the solvent viscosity due to temperature.
![]() | ||
Fig. 8 Measuring diffusion in rheometric flow. (a) Diffusion coefficient, D, as a function of applied shear rate, ![]() ![]() |
In order to understand the limits of flow-DDM we again need to compare the extracted decorrelation timescales shown in Fig. 8(b). First we should note that the decorrelation time associated with the spread in velocities, tΔv, decreases with shear rate rather than the velocity: tΔv is the same for the two heights, h, presented here. This experimental data implies that Δv = Δh·, where we find Δh = 2 μm (see ESI,† Section S4 for details). This lengthscale, Δh, is comparable to the quoted optical section of 1.8 μm for our confocal imaging configuration, which suggests that Δv arises from the velocity gradient across the depth of field in this shear flow. However, we cannot rule out a contribution from the time-dependent velocity as rapid changes may not be captured by the smooth interpolation of v(t). Our optimised imaging settings ensured that finite size effects remain negligible, with tFS the slowest of the three decorrelation processes, even at h = 20 μm. So, diffusion (or size) measurements are limited by the increasing velocity distribution, with flow-DDM again producing reliable measurements for tD ≲ tΔv/3, just as in Section 4.1.
Using anisotropic-DDM, i.e. without drift correction, 〈D〉 shows an increase at much lower shear rates, Fig. 8(a) (black symbols), and already increases at ≳ 0.2 s−1 for h = 20 μm (circles). Here the rise in 〈D〉 occurs with the flow speed (see inset) rather than shear rate. The relative improvement seen for flow-DDM then depends on h, as the relevant velocity scale is changed from being set by the imaging depth (〈v〉 =
h) to being controlled by the effective optical section (Δv =
Δh): flow-DDM makes (h/Δh)× higher mean speeds accessible for size measurements. Meanwhile, the far-field correlator again significantly underestimates diffusivity in quiescent conditions (Fig. S6, ESI†). Thus, flow-DDM appears as an exciting new technique to accurately measure free-diffusion and thus size particles under general flow conditions.
Flow-DDM is based on two main steps: (1) computing the drift-corrected DICF, ḡ, from microscopy videos, which reduces the impact of flow onto the resulting experimental signal; and (2) fitting ḡ using an appropriate model of the particle motion (including diffusion, residual flow velocities and finite-size effects) coupled with an optimised fitting protocol that allows decoupling of the residual flow velocity distribution from the diffusive motion. We have validated flow-DDM using two different particle suspensions, demonstrating its general application by studying two setups with distinct optical imaging configuration and flow geometry: phase-contrast imaging with Poiseuille flow and confocal microscopy with rheometric flow.
By performing systematic experiments as a function of flow rate and position within the sample, we have investigated the reliability and limits of flow-DDM, established its success over a large range of flow speeds and determined how to optimise imaging parameters. In particular, we have shown that under optimised conditions it is no longer the mean flow speed 〈v〉 but the width Δv of its distribution that limits the reliability of the technique. Therefore, Δv should be minimised by imaging away from regions with a large velocity gradient and by ensuring a steady flow. We have identified an empirical criterion to ensure reliable measurements based on the measured timescales of diffusion and residual velocity, tD ≲ tΔv/3, which allows estimation of the maximum accessible velocity for reliable measurements, vmax (assuming Δv = k(v)). It is important to note that vmax depends on the particle size; so, based on the measured tD and tΔv obtained from flow-DDM, the above criterion can also be used to give confidence to the user when performing flow-DDM measurements of suspensions with unknown particle-size.
Using the advantages of DDM seen in quiescent systems, flow-DDM allows particle sizing in flowing samples without user inputs or resolution of individual particles (as required for particle tracking), and without the requirement of highly dilute samples (as for DLS). This extends sample possibilities for particle sizing under flow, enabling high-throughput microfluidic testing in development or in-line testing during manufacturing of particulate suspensions, which are so ubiquitous in industry. Moreover, we expect the general framework of flow-DDM to be applicable to other imaging methods, such as bright-field,13 light-sheet,37 epifluorescence,38 and dark-field microscopy.39
Flow-DDM outperforms current digital Fourier techniques, such as a diffusive fit of anisotropic-DDM22 or far-field dynamic microscopy.28 Indeed, flow-DDM allows quantitative measurements within ≈3% of the free-diffusion coefficient at flow speeds up to one order of magnitude faster than for anisotropic-DDM. Flow-DDM has been designed to be insensitive to the details of the flow, providing some robustness against some spatio-temporal variations. Nevertheless, the method returns measurements of the mean flow velocity and an estimate for the residual velocity spread, which characterises the combination of flow geometry and imaging properties.
Finally, although we have focused entirely on probing diffusive dynamics of dilute suspensions to measure particle size, flow-DDM could also be applied to measure the collective dynamics of dense (and relatively turbid) colloidal suspensions under flow. For example, ready measurement of microscopic particle rearrangements alongside the bulk rheology could bring new insights into the understanding of non-Newtonian fluids such as shear-thickening or yield-stress suspensions40,41 and jammed emulsions.42
Footnote |
† Electronic supplementary information (ESI) available: Containing details on the impact of the form of the residual velocity distribution, depth dependence, q-dependent fitting, extracted velocity distributions and far-field correlator results. See DOI: 10.1039/d0sm02255a |
This journal is © The Royal Society of Chemistry 2021 |