A series of chemicals were employed to investigate the chemical proper
ties of size-fiber bonds in different sizing systems. The bonding stre
ngth has been proved to be dependent upon the type of bonding. In rosi
n-alum size the size bond is indirect (through an aluminum coordinate
complex), which is vulnerable to attack by acid, alkali and, especiall
y, aluminum-complexing ligands, in which ligand substitutions take pla
ce and determine the rate of ink penetration in the Hercules size test
(HST). Alkyl ketene dimer (AKD) can react with cellulose to form dire
ct beta-keto ester bonds. This covalent bond is strong enough to resis
t the attack of acids or bases, and it is almost inert to these chemic
als. However if a small amount of alum is used in AKD sizing under aci
dic conditions, two types of size bonds are formed. Therefore, differe
nt HST values will be observed depending on what ink is used. A hypoth
esized mechanism regarding ligand substitution has been proposed and v
erified indirectly. We suggest a surfactant, such as Tween(R) be used
to accelerate testing of calcium carbonate filled sheets in place of f
ormic acid which is clearly inappropriate with this use of the HST tes
t. This simple desizing approach provides important information on siz
ing mechanisms and will benefit new sizing agent research as well as r
outine process control.