Received for publication: 20 November, 2012. Accepted for publication: 5 June, 2013. 1 Program of Agricultural Engineering, Department of Civil and Agricultural Engineering, Faculty of Engineering, Universidad Nacional de Colombia. Bogota (Colombia). bcastilloh@unal.edu.co 2 External consultant. Bogota (Colombia). Agronomía Colombiana 31(2), 201-207, 2013 Mechanical properties of rosemary (Rosmarinus officinalis L.) stalks Propiedades mecánicas de los tallos de romero (Rosmarinus officinalis L.) César Andrés Arévalo1, Bernardo Castillo1, and María Teresa Londoño2 ABSTRACT RESUMEN Rosemary is an aromatic herb exported by Colombia. It is a perennial aromatic bush that can grow up to 2 m high. Its leaves are narrow, thin, shiny and strongly scented; the stems are woody and resinous, branched and slightly bitter. For harvesting, it should be cut manually, plant by plant, however product damage may occur during this process as the collector is pushing the branches to make the cut or when cut stems are placed in transport baskets. Tests were carried out on romero stalks to investigate the physical and rheological characteristics in order to make recommendations for harvest and post-harvest operations and to find design parameters for harvesting tools. The following rheological tests were performed: unidirectional compression, cutting, bending and tension of the bunches of stems, the manipulated structures. It was found that the compression forces that result in unrecoverable deformations are really small, approximately 2 N. The cutting force needed to fracture the bundle at the point of harvest is 30 to 50 N on average, depending on whether it is in the middle or at the base. The mechanical behavior of rosemary leaves corresponds to a viscoelastic, anisotropic and highly variable material. El romero es una hierba aromática de importancia entre las exportadas por Colombia. Es un arbusto aromático perenne, que puede crecer hasta 2 m de alto, de hojas delgadas estrechas de aspecto brillante, fuertemente perfumadas; los tallos son leñosos resinosos, ramificados y levemente amargos. Para su recolección el corte se realiza de forma manual y planta por planta; en la cosecha del romero el daño al producto se puede presentar cuando el recolector hace presión en algún brote para efectuar el corte, o cuando deposita los brotes (tallos) cortados en las canastillas de transporte. Se realizaron ensayos reológicos de compresión unidireccional, corte – flexión y tracción a los manojos de tallos que son las estructuras que se manipulan. Se realizaron ensayos a tallos de romero con el fin de investigar características físicas y reológicas y dar recomendaciones para las labores de cosecha y pos-cosecha así como para encontrar parámetros de diseño de herramientas de cosecha. Se encontró que las fuerzas de compresión que inician las deformaciones irrecuperables son muy bajas, 2 N aproximadamente. La fuerza de corte para fracturar un tallo en el sitio de cosecha es de 30 a 50 N en promedio, dependiendo de sí es en la mitad o en su base. El comportamiento mecánico de los tallos de romero corresponde a un material viscoelástico, anisotrópico y de muy alta variabilidad. Key words: rheology, uniaxial compression, tension, postharvest, handling, aromatic herbs. Palabras clave: reología, compresión unidireccional, tensión, poscosecha, manejo, plantas aromáticas. POSTHARVEST PHYSIOLOGY AND TECHNOLOGY Introduction The export of Colombian fresh herbs has increased sig- nificantly in recent years, thanks to the positioning of these products in markets such as the United States and the European Community. The exportation of rosemary (Rosmarinus officinalis L.) from Colombia comprises 12% of total exports of herbs (Bareño and Clavijo, 2005). Rosemary is a perennial aromatic shrub native to the coasts of the Mediterranean Sea. The plant achieves a height of 2 m, is characterized by erect, narrow, thin, glossy, strongly scented leaves (similar to eucalyptus, camphor) that are 1-3 cm long, usually grouped, coriaceous (consistency leather), green or yellowish green on the upper leaf and whitish on the underside; the stems are woody resinous, branched and slightly bitter (Sanabria, 2004). Rosemary achieves an appropriate physiological state for harvest before blooming. Furthermore, new buds are har- vested when they only have a length between 10 and 20 cm. New or young shoots that are harvested have more turgidity and hence a higher water content in the cellular structures. Rosemary responds better to selective tip cuttings. The cutting is done manually and intensively, plant by plant. 202 Agron. Colomb. 31(2) 2013 Scissors that are specific to gardening are used because they prevent rips in stem tissues and thus pathogen attacks (Sanabria, 2004). The harvesting of sprouts can also be done manually (without using scissors) when the operators have the skill and experience necessary to separate the stems of rosemary plants, but this is inefficient and difficult because the stems of the plants are rigid and difficult to break. The collection container is a plastic basket with a capacity of 5 kg of fresh grass. During collection and the further stages of handling, transport, packaging and storage, vegetable products are subject to mechanical loads of various kinds, which can cause significant damage and losses (Mohsenin, 1986; Ciro et al., 2005; Singh and Reddy, 2006; Ospina et al., 2007). In particular, in rosemary harvesting, product damage can oc- cur when the collector squeezes a sprout while cutting it or when depositing cut shoots (stems) in the transport baskets. The response of biological materials to applied loads requires knowledge of their mechanical properties, that is to say, it is essential to study rheological behavior, fur- thermore, mechanical behavior is one expression of the broader term of fruit and vegetable quality, that is, texture (Szczesniak, 2002; Peleg, 2006; Newman et al., 2005; Ben- tini et al., 2009). In general terms, the mechanical behavior of any material, including organic ones, can be established from a relation- ship of Force vs. Deformation for different modes of load application (tension, compression, bending, shear, torsion), in which can be identified: parameters such as maximum force, bioyield point, point of rupture or fracture in various material tissues and the slope of the functional relationship in different ranges (stiffness or modulus of deformability) that relates the quantity of the deformation to an applied force produced according to whether the material behaves as an elastic solid, such asa viscous liquid or mixture of the two and in general with large plastic deformations (Peleg, 1987, 2006; Steffe, 1996; Buitrago et al., 2004; Singh and Reddy, 2006; Aviara et al., 2007). The mechanical response of biological materials is influ- enced by the anatomy of the plant tissues, particularly the size of the cells, their shapes and packaging, by the thick- ness and strength of the cell walls and by the mechanisms of cellular adhesion together with the state of turgidity of the cells (Chanliaud et al., 2002; Waldron et al., 2003; Zdunek and Umeda, 2006; Oey et al., 2007; Van Zeebroeck et al., 2007; Toivonen and Brummell, 2008). It has been studied extensively the rheology of fruits and some vegetables; Onion (Sagsoz and Alayunt, 2001). Lettuce (Toole et al., 2000; Newman et al., 2005; Martín-Diana et al., 2006). Peppers (Castro et al., 2007). Carrot (Ormerod et al., 2004; Rastogi et al., 2008). Celery (Raffo et al., 2006). Pumpkin (Mayor et al., 2007). Cucumber (Kohyama et al., 2009). Potato (Buitrago et al., 2004; Sadowska et al., 2008; Bentini et al., 2009). Tomato (Van Linden, 2007; Arazuri et al., 2007; Van Linden et al., 2008; Li et al., 2010). However, studies on the mechanical properties of herbs are scarce. We found, in particular, references to the mechanical proper- ties in tensile and shear tests of some grasses (Wright and Illius, 1995) or leaves of various plants (Lucas and Pereira, 1990; Lucas et al., 1991; Choong et al., 1992; King and Vin- cent, 1996; Aranwela et al., 1999; Read and Sanson, 2003). In this regard, Niklas (1999) made an interesting review on the mechanical behavior of foliages. All these studies on the mechanical properties of herbs tried to find an explanation of the rheological behavior in terms of the characteristics of tissues and the components of cells, leaves, stems and petioles, see also Waldron et al. (2003). The aim of this study was to determine the mechanical properties in compression, tension, shear and bending tests of stems (shoots), leaves and bunches of stems of freshly collected rosemary that received further handling in the packaging and marketing process. The rheological characteristics studied here can be used as a criterion for the design of harvesting tools and packing and of methodologies for postharvest handling and transport. Materials and methods Plant materials The rosemary used for the rheology testing was acquired from a specialized trading company. The tests were done on rosemary stems because this is the part of the plant that is marketed. The stems used belonged to adult plants in the full production stage. The diameters of the stems were 3 to 5 mm, which are common commercial diameters. The literature does not report a typical number of stems in commercial presentations or the number of stems that col- lectors normally take in their hands while cutting. There- fore, the number of stems and the weight of the bundles chosen for testing were based on typical amounts observed in visits to crops on the Bogota Plateau. Usually, collectors grab about six stalks of commercial crops per cut with subsequent placement in the transport 203Arévalo, Castillo, and Londoño: Mechanical properties of rosemary (Rosmarinus officinalis L.) stalks containers. In addition, a typical commercial package of rosemary stems weighs 83 g. These same amounts of plant material were used in the tests mentioned below. Rheological testing A Stable Micro Systems® TA.XT Plus texture analyzer was used. The following tests were carried out: Unidirectional compression of 6-stalk-bundles, 50 random bundles were prepared and tested, each of 6 stems; a cylindrical probe of 75 mm in diameter was used at a speed of 2 mm s-1. Unidirectional compression of 83 g bundles, 50 random bundles of stems were prepared and tested, each of 83 g; a cylindrical probe of 75 mm in diameter was used at a speed of 2 mm s-1, shear and bending tests at the half-height of the stem and the base of the stem, 50 stalks were prepared for the half-height test of the stem and another 50 stems for the stem base test; a fracture wedge tool was used as a probe at a speed of 10 mm s-1. Finally, tension test of one leaf and tension test of one stem, 50 trials were conducted in each case with special devices gripping the leaf and stem at a pulling tension rate of 5 mm s-1 in the case of leaves and 1.5 mm s-1 for the stems. In all tests, a force - time curve (with strain measurement) was determined for each of the 50 bundles of stems or stem ΔL and leaf samples depending on the test (sample size). For Lthe first two and the last test, the measured deflection was converted to Hencky strain from the increase or decrease in the size of the sample ΔL (distance traveled by the probe in the compression or tensile grippers) and the initial height of the sample L with the following expressions for tension and compression, respectively: ε = ln [1+ ΔL ]L (1) ε = −ln [1− ΔL ]L (2) For both compression trials, force vs. Hencky strain graphs were analyzed and, considering their shape of concavity, continuous increase up to a maximum without breaking, the typical strain was selected in which the force/deflec- tion ratio remained straight, marking the initiation of final damage in the stem bunches; for this purpose, force and strain increases were obtained at each reading of the texturometer; subsequently, the relationship between the increase of the force and the corresponding strain was obtained to acquire the slope of the graph at each point. These tests achieved the end without rupture under a certain deformation limit through the movement of the compression tube. Moreover, for the shear - bending and tension tests of one leaf, the average maximum force and the actual deforma- tions at rupture (the latter only in the tensile tests) were determined. Shear – bending tests simulate the effect of scissors cutting at harvest time. With tensile testing of one stem and one leaf, the effect that collectors can exercise at any time on these organs at the time of harvest and further handling is approximated. Results and discussion The functional relationships (forces - Hencky Strain) ob- tained for the compression loading mode of bundles of 6 stalks and 83 g of stems can be seen in Fig. 1 and Fig. 2, respectively. These relationships are of the exponential or potential type with upward concavity, i.e. with an increas- ing continuous slope, which, taking into account that the deformation is corrected, indicates that the material is compressible (Peleg, 1987), that, in bundles, there is rear- rangement of the stems and that, in each one, there can be a reorganization of tissues and changes in the packaging cells, possibly with the start of water flow inside them. The elastic linear portion is small and unclear, so the above procedure was used to identify the values of force and deformation at which this behavior occurs. In Tab. 1, it can be seen that the forces in bundles that are handled in harvesting and in the stacking of boxes are very small, on the order of 2 N, although deformations are already significant. For comparison, Tab. 1 shows the maximum forces with suspended compression tests. While compression forces supported by the bunches tend- ed to increase considerably in the range of unrecoverable deformations, need to be identified at any time the type of damage to the internal structures of rosemary leaves for each force level achieved, moreover it could not be reached rupture force value of the bundles. In particular, when dealing with groups of 6 stems, the collector exerts a gripping force on the bunch of an unknown magnitude, but typical values are cited by Wells and Greig, 2001; McGorry, 2001; Edgren et al., 2004; Welcome et al., 2004; Koley et al., 2009; Dewangan et al., 2010. These forces may vary between 50 and 300 N and are above the final test values (Fig. 1) when the Hencky strain already reached 70%, suggesting that the forces applied to the bundles as one hand holds them and the other cuts them produce high plastic deformations that should cause damage to the internal structures of rosemary leaves. In the case of 83 g bundles, stacking should not exceed contact forces of 2 N if you do not want to produce plastic deformations, though can carry loads of 35 N (Fig. 2 and Tab. 1.), but 204 Agron. Colomb. 31(2) 2013 at the risk of incurring large deformations with damage not yet quantified. Moreover, Fig. 3 and Fig. 4 show the shear and bending force variation over time of one stem, at half its height and at its base, respectively. A first maximum rupture force cor- responding to the first epidermal tissue and vascular tissue of the bundles was seen which then fell slightly to the pith and then back up through the vascular tissues and with output in the epidermal tissue, according to the structure of a dicot stem. From the corresponding values presented in Tab. 1, it can be inferred that the force exercised by the collector to cut the bunch must be about 30-50 N, depend- ing on whether the cut is made in the middle of the stem or at the base thereof, respectively, normal values for this type of manual action. This value is very similar to that found in a shear test of ten celery petioles reported by Raffo et al. (2006), however the tests were performed with probes of different types and with shear and shear – bending tests. It should be noted that, according to Aranwela et al. (1999) and Niklas (1999), the determination of the fracture characteristics in this type of biomaterials is complex, magnitudes of the forces are relatively small, leaves are composite materials, laminated tissues and veins with a variable proportion of cellulose, hemicellulose, lignin, pectin, etc., and like the majority of biological materials, are anisotropic and viscoelastic; and the size of the biological structures in test samples has an effect. Figure 5 shows a typical curve for the tensile strength of one leaf of rosemary, showing a stable stiffness behavior of brittle character similar to that found for leaves of grass by Wright and Illius (1995). Tab. 1 reports the average value of tensile rupture force for one leaf of rosemary, 3.5 N, similar to the values for five different types of grasses reported by Wright and Illius (1995), who attributed the tensile strength characteristics of these pasture leaves to the amounts of structural tissue, particularly scleren- chyma, which is consistent with King and Vincent (1996) and Lucas et al. (1991) although the latter added vascular tissue properties. In Fig. 6, it is observed that the tensile behavior of a stalk of rosemary is similar to that of a leaf, although, of course, with magnitudes greater in force but lower in Hencky strain, that is, a much greater stiffness. For this organ, the rupture force reaches 160 N on aver- age; this value can also easily be applied by a harvesting operator. It should be added that, in both cases (leaf and stem), tension rupture is immediate. In summary, this plant, as most biological materials in- cluding vegetables do, behaves as a nonlinear viscoelastic material, which, according to the above report by Peleg (2006), when subjected to large deformations, may suffer very important internal structural changes. Moreover, ac- cording to the values reported in Tab. 1, all tests showed high variability reflected in coefficients of variation between 22 and 65%. At the time of collection of rosemary, the collector must manipulate stem bunches carefully, however, further stud- ies on the damage that occurs in the stems and leaves once it reaches the all plastic strain range are recommended be- cause it is certain that the collector will apply a force equal to or greater than this range of behavior of stem bunches of rosemary. The same advice holds for stacking bundles in containers or boxes. Finally, it is necessary to consider that the values mentioned here do not refer to dynamic loading or impact. TABLE 1. Maximum elastic and test force in mechanical tests of compression and maximum rupture force in shear-bending and tension testing. Test type Maximum force in elastic zone and maximum force test (N) Hencky strain at maximum force in elastic zone and for test Compression with bundles of 6 stems 1.84±0.51 11.98±6.18 0.327 ± 0.211 0.693 Compression with bundles of 83 g 2.06±0.50 36.41±10.31 0.311±0.071 0.999 Rupture force (N) Hencky strain at rupture force Shear and bending in the middle- height of the stem 32.66±9.53 NA Shear and bending at the stem base 47.85±12.61 NA Tension in one stem 159.69±56.55 0.035±0.010 Tension in one leaf 3.45±1.46 0.111±0.051 The values presented are means ± standard deviation. NA: Not available 205Arévalo, Castillo, and Londoño: Mechanical properties of rosemary (Rosmarinus officinalis L.) stalks 0 10 20 30 40 50 60 0 0.2 0.4 0.6 0.8 1.0 1.2 Fo rc e (N ) Hencky deformation 0 2 4 6 8 10 12 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 Fo rc e (N ) Hencky deformation 0 0.5 1.0 1.5 2.0 2.5 3.0 3.5 4.0 0 0.1 0.2 0.3 0.4 Fo rc e (N ) Hencky deformation 0 20 40 60 80 100 120 140 160 0 0.01 0.02 0.03 0.04 0.05 0.06 0.07 0.08 0.09 Fo rc e (N ) Hencky deformation 0 5 10 15 20 25 30 35 40 45 0 0.2 0.4 0.6 0.8 1.0 1.2 1.4 1.6 1.8 2.0 Fo rc e (N ) Test time (s) 0 5 10 15 20 25 30 35 0 0.2 0.4 0.6 0.8 1.0 Fo rc e (N ) Test time (s) Literature cited Aranwela, N., G. Sanson, and J. Read. 1999. Methods of assessing leaf-fracture properties. New Phytol. 144, 369-393. Arazuri, S., C. Jarén, J.I. Arana, and J.J. Pérez de Ciriza. 2007. In- fluence of mechanical harvest on the physical properties of processing tomato (Lycopersicon esculentum Mill.). J. Food Eng. 80, 190-198. 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