Viscosity, η, is the most fundamental rheological property of fluids, and it denotes the resistance to shearing flow. However, outside of a classroom this property is not typically constant, and in fact varies with time or applied stress. Additional rheological properties such as shear-thinning behavior, yield stress, hysteresis, aging, and thixotropy all substantially affect the flow behavior of most fluids (besides water, oil, and simple solvents) [1] [2] [3] [4]. Shear thinning occurs when viscosity decreases with increasing shear rate, and is instrumental to extrusion-based 3D printing of viscous inks [5], or for injection of concentrated antibody solutions through small needles [6]. In both cases, yield stress, then dictates whether the material will be able to stay in a desired location once ejected [7]. For another example, a fluid with a non-zero yield stress behaves as a soft solid when subjected to stresses below its yield stress. This phenomenon allows, toothpaste, for illustration, to be squeezed out of a toothpaste tube (shear flow) yet remain sitting on top of toothbrush bristles without sinking down (as a simple solid) [8] [9] [10], or for hair gel to be spread (shear flow) and then remain in place (solid), mechanically reinforcing a hairstyle of choice [11].
Everyday examples where viscosity and other rheological properties are important include concrete, painting, injection molding, food, and personal care products. As another specific example, hand sanitizers are carefully engineered to be both shear-thinning and to have a yield stress [11]. An ideal behavior is to have a high viscosity or yield stress to reduce phase separation during storage and transportation, as well as sufficient yield stress when dispensed onto a surface or hand, while allowing dispensing without requiring excessive force. When hand sanitizer is pumped, the narrow nozzle inlet applies a high shear rate, effectively lowering the viscosity of the shear-thinning fluid [11]. Therefore, the formulation must tailor the rheology while maintaining medical efficacy [12].
Understanding of viscosity is also instrumental to successful thermoplastic 3D printing by fused filament fabrication. If the viscosity of the filament is too high, the nozzle of the 3D printer can clog, and if the viscosity is too low, then material can leak out of the nozzle at a rate different than desired [13], leading to defects like stringing, surface roughness, or internal voids. Ideally, a 3D printed material would be shear thinning [13] so it stays in place after being deposited. The material used to make the prototype rheometer, poly-lactic acid (PLA), is shear thinning [14]. These properties remain important in applications of bioprinting, where often yield stress and thixotropy are used rather than temperature-based solidification to retain shape.
These and other rheological properties of fluids are essential to everyday life.
However, the ability to make accurate and robust rheological measurements is restricted for schools, hobbyists, and professionals, and even within research labs due to cost and requirements for facilities (e.g., air lines), space, and expertise, often precluding familiarity with rheology in general. A low-cost and open-source rheometer would allow students to explore and gain a hands-on understanding of these concepts, and would allow hobbyists to incorporate fluid properties locally and immediately into their playful designs of new materials e.g., for homemade hand sanitizers, foods, and locally-sourced recyclables [15].
Many existing commercial rheometers, such as the Discovery Hybrid Rheometer 3 (DHR-3; TA Instruments), follow similar design concepts. This includes a motor with controllable speed driving a spindle mounted on bearings, along with sensors to measure the torque [16]. Commercial, research-grade rheometers use high quality magnetic or air bearings and have delicate torque sensing in the instrumentation head or base [16], and can cost over USD$50k for initial purchase. Other companies (e.g., Brookfield, Grace) offer lower cost options such as the DVNext Rheometer (Brookfield) [17]. Most of these operate from the same design principles as the research-grade rheometers, but use lower-cost components, which typically reduces measurement ranges [18]. Even when priced in the thousands of dollars, these rheometers are still expensive and often still use proprietary software.
Within the field of rheology, there are several designs for low-cost and home-built measurement devices. These range from the simplest 50¢ rheometer to measure yield stress via the slump test [19] to a variety of custom devices for measuring highly specific rheological parameters, such as the critical stress required to remove viscoelastic material from a surface [20] or a method to measure extensional viscosity via a camera focused on fluid dripping from a nozzle [21]. A variety of 3D printed tools have been developed to use with commercial rheometers for tests of specific fluids [22] and flowing powders [23] [24].
Low-cost, open source designs for full rheometers are less widespread. Among existing prototypes, multiple approximate torque by measuring the electrical current of the driving direct current motor [25] [26] [27]. One such current draw device used a 3D printed cup with a mounted off-the shelf encoded DC motor, saving cost, but electrical noise limited the measurement range to viscosity > 100 Pa.s, barring measurement of most fluids [28]. B. Cherrington, et al developed a rheometer with a similar concept using external torque sensing instead of current draw, but it is large in size and sample volume, manufactured from metal using machining, and its performance was only characterized for glycerin, a Newtonian fluid [29]. Another low-cost rheometer was based on a vertically oscillating spring-mass-damper system, but this was found to be unreliable for measuring non-Newtonian fluids [30], likely due to elastic effects interfering with the oscillations.
The OSR presented in this article combines the external torque sensing concept of B. Cherrington’s work, with the addition of a flexure for massive noise reduction. (Please see [31] for an introduction to flexures.) This approach has been used, for example, in a high-resolution device to torsion test micro-wires [32]. By detailed mechanical design and reduction of electrical noise, the OSR offers a significant improvement in accuracy and versatility over these existing low-cost rheometer designs. In what follows we present the design, construction, and testing of our prototype open-source rotary rheometer costing less than $200, which can rotate at speeds ranging from 10 to 60 RPM and has been tested with fluids ranging from 0.1 to 10 Pa.s along with an array of non-Newtonian fluids.