The properties of elastomeric materials are strongly influenced by the inclusions resulting from the ingredients and the elaboration process. A methodology is proposed to differentiate the inclusions harmful for fatigue (larger than a few micrometers) in elastomers according to their chemical nature, and to characterize them quantitatively with sufficient statistics. Three techniques are used and compared: digital optical microscopy (OM), scanning electron microscopy (SEM) associated with energy dispersive X-ray spectroscopy, and X-ray micro-computed tomography (μ-CT). Six materials are used to challenge the methodology. In addition to the usual metal oxides and carbon black agglomerates, three atypical types of inclusions are highlighted, generating specific detection difficulties. A relevant image analysis procedure is developed to automatically detect the inclusions from the acquired images, more objectively and accurately than with the classical thresholding methods. The morphology and the spatial distribution of the different inclusions populations are then determined. μ-CT is the most comprehensive and accurate method for classification and statistical characterization of inclusions. Furthermore, relevant data on the size distribution of inclusions can be obtained using backscattered electrons (SEM-BSE) or digital OM. SEM-BSE provides more accurate results than digital OM.

The performance of a rubber part is related to the quality of the dispersion of the ingredients in the compound. This dispersion depends on the ingredients used and on the elaboration process (mixing, injection, and curing).1  Typical ingredients used for rubber parts include carbon black (CB) or silica fillers and ZnO. A good dispersion of the ingredients is important to obtain a homogeneous mixture, good mechanical performance, and consistency of properties within a batch and between batches. In addition, the inclusions and the agglomerates play a key role in the mechanical properties of these materials. For example, fatigue damage generally initiates at CB agglomerates,2  or at silica agglomerates,3  or at metal oxides.2,4  It is therefore important to be able to characterize the filler's dispersion and the inclusions in rubber compounds. Indeed, knowing this dispersion in space and in size allows one to check the quality of the mix, to optimize the process parameters, and to establish the link between the microstructure and the properties of interest.

Many techniques have been proposed for several decades in the literature to analyze the micro- or macro-dispersion of ingredients (essentially of CB) in rubber materials.

  • Observation of a thin slice (a few microns to a few tens of microns in thickness) of material by transmitted light optical microscopy (OM):5,6 The method relies on the effect of local heterogeneities on the absorption of light; the darker and brighter areas observed correspond, respectively, to CB agglomerates and to agglomerates pulled off during the cutting; this method was adopted in the 1960s as a standard (ASTM D-2663 method B).

  • Observation of the material surface after a manual cut or tear with a hand-held magnifying glass, a binocular, or an optical microscope:6 This method relies on the deviation of the breaking or cutting path by CB agglomerates, thus creating holes and “bumps”; it is based on the comparison of the ruptured surface to a panel of images corresponding to different levels of dispersion. The smoother the surface, the better the dispersion. The visual inspection of a torn surface is used in the ASTM D-2663 (method A) standard. The principle of reference images was also used for surfaces obtained by cutting with a razor blade7  observed with an oblique incident light. This process was then “automated”8  and later became the current DisperGRADER™.9 

  • Observation by dark field optical microscopy of the material surface cut with a razor blade:10,11 The light paths of the illumination coming from the same side as the objective and those of observation are separated so that only the rays deviated by surface irregularities can reach the objective; the surface defects appear bright on a black background.

  • Methods based on the optical properties of CB: Due to the difference in light absorbance between the CB agglomerates and the elastomer matrix, the more the CB is dispersed, the darker the region.12,13  This method allows characterization of the dispersion at the aggregate scale (i.e., for a size smaller than 1 μm).

  • White light interferometry on the surface of a sample cut with a razor blade14  (ASTM D2663 method D standard): This method allows characterization of the surface topography; holes and bumps are detected using image processing and height offset.

  • Transmission electron microscopy (TEM): This technique uses an accelerated beam of electrons, which is transmitted through the sample to form an image; CB appears black because of its higher density than the matrix. It has been used to analyze solutions obtained by dissolving the elastomer15  or thin slice (∼40 nm) of material.16  This technique offers a very high resolution, but the size of the area that can be analyzed is limited. The dispersion is therefore evaluated at the aggregate level.

  • Scanning electron microscopy (SEM) in secondary electrons (SE) mode: The filler dispersion is measured on the surface of a cut sample, on a larger scale than with TEM.6  The dispersion is therefore analyzed at the scale of agglomerates (size larger than a few micrometers). The degree of dispersion is usually estimated by visual inspection. If the SEM is equipped with an energy dispersive X-ray spectroscopy (EDS) system, the chemical composition of the poorly dispersed inclusions can also be determined.

  • X-ray micro-computed tomography (μ-CT):17–20 The gray levels in the images obtained correspond to X-ray attenuation; the inclusions have a higher or lower X-ray attenuation coefficient so that they appear lighter or darker than the matrix, respectively. Three dimensional (3D) information about the morphology and the spatial distribution of the inclusions can be obtained after image processing. Relatively large volumes of material can be analyzed. Moreover, no particular sample preparation is required.

  • Roughness measurement of a surface cut with a razor blade: It is assumed that the surface roughness is due to the fact that CB agglomerates deflect the cutting path. This roughness can be measured using a roughness tester21  as described in the ASTM D-2663 (method C) standard, or an atomic force microscope (AFM).22,23  With the first technique, it is the CB agglomerates that are analyzed; in the second case, it is the aggregates.

  • Electrical resistivity:2426  The electrical conductivity of CB is much higher than that of rubber alone, so that the resistivity increases with the degree of dispersion. The measurement is not very sensitive to large “isolated” agglomerates of CB, so it is possible that it focuses on the aggregates.

The objective of the present work is to establish a relevant methodology that meets the six following specifications:

  • 1, size of inclusions: The method must be able to characterize the inclusions larger than few micrometers in size, since they mostly determine the fatigue properties of rubber materials, especially for crack initiation27,28  (smaller inclusions are not of interest here). The methods based on the optical properties of CB, TEM, AFM, and electrical resistivity are not adapted because they do not allow characterization of the macro-dispersion at the scale of the agglomerates.

  • 2, sensitivity and objectivity: The detection of the inclusions must be as objective as possible in order to limit the influence of the operator on the results. For example, the method must not be sensitive to sample preparation, biased by artifacts, for example, due to blade marks resulting from the cut, or to user input for image analysis. The majority of the techniques presented above are based on surface topographic analysis. Detection of surface irregularities, assumed to be due to CB (which is a strong assumption), can be done optically (dark field microscopy, interferometric microscopy, and DisperGRADER™) or mechanically (probe roughness meter). Image processing is usually required to analyze the results. The main difficulties are the non-planarity of the sample and the presence of cut marks that can be, wrongly, attributed to inclusions. Image processing is delicate because it can be highly dependent on the operator. The inclusions are generally not automatically detected from SEM images because of the complexity of the image. The inspection is then visual and therefore qualitative and influenced by the judgment and experience of the operator. The method based on μ-CT also uses image processing to detect inclusions. It is often simpler, since there is no problem with cut marks and surface planarity. However, other types of artifacts can alter the detection of inclusions (e.g., artifacts due to very high absorption inclusions17). In addition, image processing in tomography is generally based on a simple gray level thresholding method that is very dependent on the overall contrast of the images and on the user's choice.

  • 3, nature of inclusions: The inclusions must be differentiated according to their chemical nature insofar as they do not all have the same influence. The techniques relying on topographic surface analysis (e.g., DisperGRADER™, interferometric microscopy, and dark field microscopy) allow characterizing inclusions that are stiffer than the matrix. It is important to note that these can remain coated with matrix after cutting, leading to an overestimation of the inclusion size. The bumps on the cut surface are generally supposed to be only due to CB. However, there can be several populations of inclusions more rigid than the matrix. Consequently, these techniques do not make it possible to distinguish the different types of inclusions. Using μ-CT, it is possible to differentiate inclusions if they have sufficiently different densities. In order to have more precise information on the chemical composition of the inclusions, SEM associated with EDS can be used. Nevertheless, the CB agglomerates remain difficult to distinguish from the matrix because of their close chemical nature.

  • 4, quantitative description: The morphology (e.g., size and shape) and the spatial distribution of the inclusions must be described accurately and quantitatively, in 3D, since these features can influence the effects of the inclusions on the material properties. Topographic analysis methods do not allow accurate determination of the shape of the inclusions, since many inclusions remain coated after cutting so that the measurement is not done directly on the inclusion itself. Using transmitted light microscopy, the shape of the inclusions can be determined in two dimensions (2D). μ-CT is the only method that allows observation of the inclusions directly and, in addition, in 3D. It is therefore possible to characterize their morphology, orientation, and spatial distribution in 3D, not only in 2D as with the other techniques mentioned.

  • 5, statistical description: The results must be statistically representative of the material. The analyzed area must be as large as possible while keeping a good spatial resolution to allow the description of the inclusions. Ideally, it should be larger than the representative volume element, that is, the smallest volume containing all the information, from a statistical point of view, characterizing the morphology and the distribution of the heterogeneities in the material. μ-CT is the technique with the largest analysis area, with the additional advantage of obtaining 3D information. Thus, the information obtained by μ-CT can be considered to be more representative from a statistical point of view. 2D measurements can nevertheless provide results with sufficient statistics, but for this, it is necessary to make many observations until a significant number of inclusions is detected.

  • 6, simplicity, robustness, and efficiency: The method should be robust and efficient, i.e., relatively easy to implement so that it could be applied in an industrial context. All the techniques based on topography analysis simply require sample cut with a razor blade so that they can be easy and quick to implement. Nevertheless, cutting generates artifacts that complicate observation and image analysis. The preparation of very thin slices for transmitted light microscopy is very delicate, time-consuming and can also suffer from artifacts (e.g., thickness variations) that hinder the analysis. μ-CT is insensitive to cutting artifacts. Thus, sample preparation is simple and fast. However, μ-CT image acquisition can be long (several hours typically) and expensive, requiring an experienced operator. OM and SEM techniques are less expensive, faster, and less complex to use, although the analysis of the measurements still requires a certain expertise.

Table I summarizes this comparison of the different techniques in relation to the six specifications set.

Table I

Comparison of the Most Common Techniques Used in the Literature to Study the Dispersions of Inclusions (CB in Particular) in Rubber Materials in Relation to the Six Specifications Defined in This Papera

Comparison of the Most Common Techniques Used in the Literature to Study the Dispersions of Inclusions (CB in Particular) in Rubber Materials in Relation to the Six Specifications Defined in This Papera
Comparison of the Most Common Techniques Used in the Literature to Study the Dispersions of Inclusions (CB in Particular) in Rubber Materials in Relation to the Six Specifications Defined in This Papera

In light of this analysis, this paper focuses on three complementary techniques, which are now relatively accessible in laboratories: digital OM, SEM associated with EDS, and μ-CT. These techniques offer spatial resolutions appropriate to the size of the inclusions of interest here (>10 μm typically). The digital OM used allows making observations almost identical to those of dark field microscopy as well as characterizing the surface topography as could be done using interferometric microscopy. This technique is investigated because sample preparation and data acquisition are simple and fast. Nevertheless, as discussed in more detail below, it is not able to differentiate the nature of inclusions. So, SEM is investigated to take advantage of the chemical information that can be obtained using EDS. μ-CT is also used because of the large amount of information (e.g., representativeness of the results and 3D morphology of the inclusions) that it can provide for certain types of inclusions.

A special effort is made to optimize the image processing in order to characterize the inclusions more objectively and exactly than with the usual methods.3,4,19  Six materials with six types of inclusions with different features are used to challenge the methodology. The automatic detection of these inclusions is associated with different types of difficulties, depending on the inclusion features such as: small size, low contrast with the matrix, brighter than the matrix in some case and darker in other cases, inner cavity, elongated complex shape, artifacts (called “metal-induced” artifacts in the following) due to very high density inclusions, and inclusions close to each other.

The materials and the experimental procedures used are first described. Then, the different types of inclusions observed in the characterized materials are presented. The next section describes the tool developed to detect, in an automatic way, the inclusions from the images. It also presents the information studied on the morphology and spatial distribution of the detected inclusions. Then, a section presents the information obtained by applying the tool to the images from the different techniques (i.e., digital OM, SEM, and μ-CT). At last, the techniques used are compared against the six specifications defined above.

materials and specimens

Six rubber materials with different populations of inclusions are investigated. Their chemical compositions are given in Table II. They are all sulfur vulcanized and fully formulated according to an industrial process. For confidentiality reasons, all the details of their formulation are not explicitly given. Natural rubber (NR, standard Malaysian rubber 10) and/or isoprene rubber (IR), reinforced with N339 CB or N990 CB, are used. Materials with hollow glass beads (HGB) or solid glass beads (SGB) are also studied to check the consistency of the methods on well-calibrated inclusions. The beads are almost perfectly spherical objects of about 200 μm in diameter. Hourglass-shaped injected specimens, referred to as AE2 in the following, are used (Figure 1). They have a minimum diameter of 9 mm and a notch radius of 2 mm. They are representative of the manufacturing process used for automotive anti-vibration parts.

Table II

Composition of the Studied Materials in Per Hundred of Rubber

Composition of the Studied Materials in Per Hundred of Rubber
Composition of the Studied Materials in Per Hundred of Rubber
Fig. 1.

Hourglass-shaped specimen (AE2) used (dimensions in mm).

Fig. 1.

Hourglass-shaped specimen (AE2) used (dimensions in mm).

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digital om

The observations by digital OM were made on freshly cut surfaces. Several cutting techniques have been tested. The method chosen was to cut the undeformed sample made with a razor blade at room temperature. The razor blade was lubricated with soapy water and introduced perpendicular to the sample surface by applying a vertical pressure, following,7  that is, without back and forth movement so that the cut surface was minimally degraded.

The Keyence VHX-5000 digital optical microscope was used. The observation was done using coaxial light only (it was not possible to correctly describe the topography of both the smallest and the largest bumps). ×500 magnification was used. This magnification allows a spatial resolution (pixel size) of 0.385 μm sufficiently small to detect clearly small inclusions (∼10 μm) and an observation area large enough to be able to observe large inclusions (∼100 μm). The 1600 × 1200 pixels2  images were assembled so that images cover an area of up to 7.7 × 7.7 mm2. Nevertheless, the larger the area of analysis, the higher the probability of having cut marks, which makes the analysis of the image more complex. The areas of observation were carefully chosen such as very few marks are noticeable.

SEM

SEM and EDS characterizations were performed on sample surfaces freshly cut using the same procedure as for OM observations. The SEM and EDS characterizations were performed using the JEOL JSM-6060LA and JEOL JSM-IT300 microscopes (tungsten filament gun). Both secondary electrons (SE) and backscattered electrons (BSE) modes were used, in order to obtain topographic contrast and chemical (atomic number) contrast, respectively. The observations were made at 10−3 Pa pressure. The samples were not metallized before observation, since the electric conductivity of samples is sufficiently high due to the presence of CB. The measurements were performed with an acceleration voltage of 15 kV. The chemical composition of the surface is determined using EDS. The acceleration voltage of 15 kV allows the analysis of the main elements present in the studied materials, that is, carbon, oxygen, sulfur, and zinc. Analysis of zinc is based on L-shell emission lines, while K-lines are used for the other elements. The measurements are reproduced at different positions in the analyzed region, to ensure the relevancy of the results.

Areas of 0.64 × 0.49 mm2 were observed with a spatial resolution of 0.5 μm (1280 × 960 pixels2  images). It was not possible to observe large areas with a very fine resolution since automatic assembly of SEM images is complicated. The 0.5 μm resolution chosen allows analysis of the largest possible area and detection of inclusions with an equivalent diameter greater than 3 μm.

μ-ct

Some μ-CT measurements were performed in the gauge region of AE2 specimens. These specimens were stretched at a maximum principal strain of about 50% using Plexiglas™ pillars to ensure that they were held and thus avoid spurious movement during the acquisition. The volume analyzed is approximately a cylinder of 9 mm in diameter and 6 mm in height.

In order to perform μ-CT measurements with better resolution, smaller bar samples were also used. They were extracted from AE2 specimens using a sharpened metal tube of 4 mm diameter. During the cutting process, the tube was rotated with a drill and lubricated with soapy water. The analyzed volume was approximately a cylinder of 3 mm in diameter and 2.9 mm in height.

The μ-CT scans were performed using the Zeiss/XRadia Micro XCT 400 micro-tomography system. The sample was rotated over 360° by an angle of 0.25° so that 1440 images were collected on the charge-coupled device detector. The parameters used for image acquisition are given in Table III. Spatial resolutions (voxel size) of 8.3 and 1.7 μm were achieved for the AE2 specimens and the bar samples, respectively.

Table III

Parameters Used for μ-CT

Parameters Used for μ-CT
Parameters Used for μ-CT

Table IV summarizes the observed areas and the spatial resolutions of the images obtained using the three techniques investigated.

Table IV

Areas Observed and Spatial Resolutions of the Images for the Three Techniques Used

Areas Observed and Spatial Resolutions of the Images for the Three Techniques Used
Areas Observed and Spatial Resolutions of the Images for the Three Techniques Used

As shown in Table V, six different types of inclusions are identified in the six materials studied, by associating digital OM, SEM in BSE mode, EDS, and μ-CT. In addition to glass beads and to the classical metal oxides and CB agglomerates, more atypical inclusions, called “geode-type”, type 1 and type 2 in the following, are observed. The strength of adhesion of the inclusion with the matrix was qualitatively assessed based on the ease of extracting the inclusion from the matrix. The elasticity and brittleness of the inclusion were qualitatively estimated by extracting the inclusion and crushing it. The stiffness of the inclusion was compared qualitatively to that of the matrix by observing the cut surfaces (if the inclusion generates a bump on the surface, it is considered stiffer than the matrix) or by micro-indentation measurements (results not presented in this paper).

Table V

Types of Inclusions Observed in the Studied Materials: Yes if Observed, No if Not

Types of Inclusions Observed in the Studied Materials: Yes if Observed, No if Not
Types of Inclusions Observed in the Studied Materials: Yes if Observed, No if Not

The metal oxides are mainly zinc oxides. Since they are the densest inclusions in the formulation, they are the brightest on μ-CT and SEM-BSE images (Figure 2). According to the observations made, metal oxides have a weak adhesion with the matrix and show a rigid behavior. Moreover, the largest ones seem to be brittle.

Fig. 2.

Metal oxides observed by SEM-BSE.

Fig. 2.

Metal oxides observed by SEM-BSE.

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Almost no CB agglomerates are observed directly on the cut surface, that is, without rubber covering it. However, inclusions extracted from the bumps observed after cutting are found to be rigid, brittle, granular, and composed essentially of carbon (Figure 3), which suggests that they are CB agglomerates. The presence of CB agglomerates in all the mixtures studied is confirmed by μ-CT.

Fig. 3.

CB agglomerate (a) at the surface of a sample observed by μ-CT, and (b, c) extracted from the sample observed by SEM-SE at different magnifications.

Fig. 3.

CB agglomerate (a) at the surface of a sample observed by μ-CT, and (b, c) extracted from the sample observed by SEM-SE at different magnifications.

Close modal

Inclusions consisting of a cavity surrounded by a spherical envelope are observed in the NR-N339 material (Figure 4). They are called “geodes” because of their resemblance with mineralogical geodes. The cavity is lined with material denser than the matrix, with rod-type structure. It contains more oxygen, zinc, and sulfur than the matrix as well as traces of phosphorus. The envelope of the geode is less dense than the matrix while being more rigid. It seems to be perfectly bounded to the matrix. It contains carbon and less sulfur and zinc than the matrix. A sample containing a geode was maintained for 4 h at 100 °C in an oven. This temperature is below the curing temperature. The envelope around the cavity seems to have reduced, while the cavity does not seem to be altered. Moreover, the bump generated by the geode on the surface has flattened. Thus, the geodes may consist of low molecular weight organic compounds extracted by the heat treatment, such as antioxidants. Nevertheless, the origin of the geodes could not be clearly identified.

Fig. 4.

Geode-type inclusion observed (a) by μ-CT at the surface of a sample and (b) by SEM-SE after surface erosion.

Fig. 4.

Geode-type inclusion observed (a) by μ-CT at the surface of a sample and (b) by SEM-SE after surface erosion.

Close modal

Other inclusions, called type 1, are observed in the NR/IR-N339 material (Figure 5). They have a rather elongated complex shape. They present a good adhesion with the matrix. They show certain elasticity while being stiffer than the matrix. They are denser than the matrix and contain about twice as much zinc oxide as the matrix. These type 1 inclusions are only observed in the NR/IR-N339 mixture.

Fig. 5.

Type 1 inclusions observed (a) by μ-CT (0.54 μm resolution) and (b) by SEM-SE after being cut.

Fig. 5.

Type 1 inclusions observed (a) by μ-CT (0.54 μm resolution) and (b) by SEM-SE after being cut.

Close modal

So-called type 2 inclusions are present in NR/IR-N339 and IR-N339 mixtures (Figure 6). Their spherical shape, elasticity, and very good adhesion to the matrix seem to be close to those of geode-type inclusions, but they do not have a cavity. Type 2 inclusions are less dense than the matrix. They are composed of less sulfur and zinc than the surrounding matrix, like geode-type inclusions. A heat treatment of 4 h at 100 °C was applied to a sample containing type 2 inclusions. A reduction of the inclusion is observed, suggesting that this type of inclusion is made of low molecular weight elements such as antioxidants or elements from the IR gum (this type of inclusion is only observed in IR-based materials).

Fig. 6.

Type 2 inclusion observed (a) by μ-CT (voxel size: 1.7 μm) and (b) by SEM-SE after being cut.

Fig. 6.

Type 2 inclusion observed (a) by μ-CT (voxel size: 1.7 μm) and (b) by SEM-SE after being cut.

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image processing

The images obtained by digital OM, SEM-BSE, or μ-CT are processed to separate the sample from the background in case of μ-CT images, and to identify and separate the inclusions from the rubber matrix (segmentation) for all types of images. A tool written using the Python programming language has been developed for image processing to be able to use, with full control, advanced processing and analysis methods adapted to the specific needs of the study. Indeed, the Python ecosystem offers a variety of image processing algorithms compatible with 2D and 3D images.29  Several techniques have been tested to perform the image segmentation. Figure 7 shows a block diagram of the image processing protocol finally retained, applied to the images from digital OM, SEM-BSE, or μ-CT.

Fig. 7.

Block diagram showing the main steps of the image processing.

Fig. 7.

Block diagram showing the main steps of the image processing.

Close modal

Before segmentation, the images are pre-treated to improve the contrast between the inclusions and the matrix, reduce the noise, and thus facilitate subsequent segmentation (Figure 8). First, the gray level histogram is stretched, by clipping given percentages of the darkest and the lightest pixels/voxels (e.g., 10% for the darkest pixels/voxels and 0.5% for the lightest ones) to the gray levels corresponding to black and white, respectively. Then, the gray level histogram is rescaled to values between 0 and 1 for practical reasons. The contrast between the inclusions and the matrix on μ-CT images depends on the chemical composition of the inclusions. The metal oxides can be clearly identified. However, the contrast between the CB agglomerates and the matrix is very small, and only the biggest agglomerates can be clearly detected.

Fig. 8.

Image preprocessing on a μ-CT image (associated gray level histogram shown on the right): (a) initial image, (b) image after gray level histogram stretching, (c) image after application of a 3 × 3 × 3 voxels3  median filter.

Fig. 8.

Image preprocessing on a μ-CT image (associated gray level histogram shown on the right): (a) initial image, (b) image after gray level histogram stretching, (c) image after application of a 3 × 3 × 3 voxels3  median filter.

Close modal

Then, a median filter is applied to the images to reduce the noise while preserving edges. The window size used for the median filter is 9 × 9 pixels2  for digital OM images, 3 × 3 pixels2  for SEM images, and 3 × 3 × 3 voxels3  for μ-CT images. Finally, in the case of μ-CT images, the sample is separated from the background by applying a simple threshold on the gray level values (Figure 8c). The threshold value is chosen halfway between the two distinct peaks corresponding to the sample and the surrounding void.

In the case of rubber materials, image segmentation is commonly performed using thresholding algorithms.3,4,19  Threshold selection from the gray level histogram of the image can be manual or automatic.30  These methods can be effective when the contrast between the objects to be segmented (the inclusions in the present case) and the matrix is sharp. However, in the present case, the inclusions, brighter than the matrix, are not associated with distinct peaks on the gray level histogram, as shown in Figure 8. Consequently, the chosen threshold has a strong influence on the shape and size of the largest inclusions detected (Figure 9). This point is usually not investigated in papers dealing with characterization of inclusions in rubber.

Fig. 9.

Segmentation of an inclusion on a μ-CT image using a thresholding method: sensitivity to the threshold value (for gray level histogram close to the one shown in Fig. 8c).

Fig. 9.

Segmentation of an inclusion on a μ-CT image using a thresholding method: sensitivity to the threshold value (for gray level histogram close to the one shown in Fig. 8c).

Close modal

To make the segmentation more accurate, robust, and objective, the random walk algorithm31  is used. Image segmentation is treated as an optimization problem on a weighted graph, where each node represents a pixel (in 2D) or a voxel (in 3D). First, to initialize the algorithm (semi-automatic algorithm), seeds (labeled vertices) belonging clearly either to the inclusions or to the matrix are defined by applying thresholds on the gray level. As shown in Figure 10, the threshold value used to define the seeds for the matrix is set to the gray level for which the curvature of the grayscale histogram of the whole image changes. More specifically, in the right hand part of the peak corresponding mainly to the matrix for inclusions brighter than the matrix, and in the left hand part of the peak for darker inclusions. The threshold value used to define the seeds for the inclusions is set more or less arbitrarily, since the grayscale histogram usually does not show a clear peak for the inclusions (or a small one). To label the regions that remain undetermined after this step, the random walk algorithm then computes for each pixel/voxel the probability that a random “walker” leaving that pixel/voxel reaches the seeded pixels/voxels. The transition probability is inversely proportional to the contrast (difference between the intensities of grayscale) between the neighboring pixels so that the walker is not allowed to cross the “edges” where the gradients of gray level are high. As shown in Figure 11, the threshold values used to determine the seeds have only very little effect on the segmentation. Nevertheless, in the particular case of μ-CT performed on bar samples, the segmentation algorithm can partly include the metal-induced artifacts observed around some metal oxides.

Fig. 10.

Inclusion (brighter than the matrix) segmentation from a μ-CT image: gray level histogram (left), seeds used to initialize the random walk algorithm (middle), segmentation result (black edges) overlaid on the denoised image (right).

Fig. 10.

Inclusion (brighter than the matrix) segmentation from a μ-CT image: gray level histogram (left), seeds used to initialize the random walk algorithm (middle), segmentation result (black edges) overlaid on the denoised image (right).

Close modal
Fig. 11.

Segmentation of an inclusion on a μ-CT image using the random walk algorithm: sensitivity to the threshold values applied to determine the seeds for the inclusions and the matrix used for initialization of the algorithm.

Fig. 11.

Segmentation of an inclusion on a μ-CT image using the random walk algorithm: sensitivity to the threshold values applied to determine the seeds for the inclusions and the matrix used for initialization of the algorithm.

Close modal

The size of the data obtained by μ-CT is large (several gigabytes). In addition, the random walk segmentation algorithm requires a lot of memory. The multiprocessor system used (eight processors with 24 CPU cores, 6 Tb RAM) was not sufficient to process the volume in one go. Therefore, a parallelization of the computations has been implemented for the segmentation step. The 3D matrix is divided into 54 sub-volumes with an overlap of 50%. It is divided into nine blocks in the plane of the specimen section and six blocks on its height. The calculation of each block is performed on several processors.

As illustrated in Figure 12, after segmentation, only inclusions larger than the window size used for the median filter are kept for analysis to avoid artifacts, that is, inclusions larger than 9 × 9 pixels2  for digital OM images, 3 × 3 pixels2  for SEM images, and 3 × 3 × 3 voxels3  for μ-CT images. Consequently, the inclusions analyzed have an equivalent diameter larger than 5 μm for digital OM images, 3 μm for SEM images, and 6 μm for μ-CT images. These sizes are relevant to the study of the fatigue properties. In addition, incomplete inclusions at the edge of digital OM and SEM images are excluded. The application of the median filter allows the “removal” of the blade marks when they are thin on OM images. Most of the remaining blade marks are identified after segmentation by considering that they correspond to objects whose shape factor (ratio between the major axis and the minor axis lengths of the ellipse that has the same moment of inertia as the region) is greater than 3. They are then excluded from the analysis (Figure 12). In the case of SEM-BSE images, blade marks are much less visible, and they are automatically removed with the segmentation processing applied. In the case of μ-CT images obtained on bar samples, the sample outer periphery appears bright on a few voxels. To exclude this ring, the image of the specimen is eroded by a few voxels. To separate very close inclusions at the end of segmentation, an erosion operation is applied followed by a dilation, using the same structuring element for both operations (Figure 13).

Fig. 12.

Segmentation of a digital OM image (with a vertical blade mark on the right): (a) original image; (b) result of segmentation with selection of the objects according to their size, shape, and position (orange edges, deleted objects; blue edges, kept objects).

Fig. 12.

Segmentation of a digital OM image (with a vertical blade mark on the right): (a) original image; (b) result of segmentation with selection of the objects according to their size, shape, and position (orange edges, deleted objects; blue edges, kept objects).

Close modal
Fig. 13.

Separation by erosion and dilation of close inclusions detected on a digital OM image.

Fig. 13.

Separation by erosion and dilation of close inclusions detected on a digital OM image.

Close modal

microstructural indicators

Each region detected, assumed to be an inclusion, is labeled and its characteristics are then determined. The boundary of the regions is approximated with a set of triangles obtained using the marching cubes method32  (Figure 14). Indeed, estimation of the volume and surface area of the inclusions is more accurate with this triangular mesh than with the original square or cube representation.33  For each region, the following indicators are determined:

Fig. 14.

Inclusion represented (a) by voxels and (b) by a triangular mesh obtained using the marching cubes algorithm.

Fig. 14.

Inclusion represented (a) by voxels and (b) by a triangular mesh obtained using the marching cubes algorithm.

Close modal
  • Size: area or volume, equivalent diameter of the circle or the sphere with the same area or volume as the region.

  • Shape: circularity 4πA/P2 in the case of 2D analysis with A and P the region area and perimeter, respectively, or sphericity π1/3(6V)2/3/A in the case of 3D analysis with V and A the region volume and surface area, respectively (measure of how much the shape deviates from perfect circle or sphere, for which it is equal to 1) and shape factor (ratio between the major axis and the minor axis lengths) of the ellipse or ellipsoid with the smallest area or volume that encompasses the region.

  • Orientation: angles between one global axis of the image and the major axis of the ellipse or ellipsoid that has the same second moment as the region.

  • Position: coordinates of the centroid of the region bounding box.

  • Inclusions: in the literature, the morphology of the inclusions is often described only in terms of equivalent diameter. The inclusions are located from their centroid, and their spatial distribution is then analyzed using the spatial point process statistics,34  on the basis of:

  • the shortest distance between the centroids of the regions;

  • the Ripley's K-function35  associated with the centroids of the regions, that is, the mean number of centroids within a given radius r from any other centroid:
    where λ is the density of events, N is the observed number of points, I(dij) is the indicator function equal to 1 if the distance dij between the ith and the jth points is less than or equal to r and to 0 otherwise, and wij provides the edge correction. The Ripley's K-function values obtained are compared to those expected for a homogeneous Poisson point process consisting in a completely random point pattern for which K(r) = πr2 in 2D and K(r) = (4/3)πr3 in 3D. For a given search distance, values of the K-function above, between, or below the envelopes corresponding to a homogeneous Poisson point process indicate that the point pattern is clustered, random, or regular, respectively.

The image processing and analysis protocol described above has been applied to digital OM, SEM, and μ-CT images. This section presents the results obtained from each of the techniques. First, the indicators that allow distinguishing one type of inclusion from another are described. Then, examples of results obtained are presented. The comparative analysis of the different techniques is done in the following section.

application to digital om images

Digital OM images allow characterization of the bumps visible on the surface but without distinction between the types of inclusions at the origin of these bumps.

Figure 15 gives an example of a digital OM image on the NR-N339 material with the segmentation results obtained using the developed image processing. The bumps visible on the cut surface are well detected in number and shape by image processing. Some 3237 bumps are counted. Figure 16a,b shows the associated distributions of bumps' equivalent diameter and circularity. The bumps detected have an equivalent diameter of about 10 μm on average. They have in majority a rather circular shape. The populations of inclusions are indistinguishable on OM images, since they are embedded in matrix. Only the glass beads are distinguishable because either they leave a perfectly spherical hole or the gum does not remain bounded to their surface. The analysis of large bumps has shown that they can originate from several types of inclusions. Numerous small bumps, that is, a few micrometers in diameter, are observed. In the literature, it is commonly assumed that these are CB agglomerates. However, an EDS analysis (which somehow allows a depth of about 1 μm to be chemically analyzed) performed over the entire surface suggests that most of the small bumps result from zinc oxide inclusions. Moreover, by analyzing a surface such as the one shown in Figure 15, it is possible to characterize a large number of small inclusions but only very few inclusions larger than 30 μm. The Ripley's K-function applied to the bumps detected on the same image is shown in Figure 16d, along with the K-function expected for a homogeneous Poisson point process consisting in a completely random point pattern. The spatial distribution of the bumps follows a homogeneous Poisson point process. This shows that the ingredients are well distributed in the material without aggregation.

Fig. 15.

Analysis of a digital OM image obtained for the NR-N339 material: (a) raw image, (b) binarized image after segmentation and zoom showing the segmentation result (blue edges) overlaid on the original image.

Fig. 15.

Analysis of a digital OM image obtained for the NR-N339 material: (a) raw image, (b) binarized image after segmentation and zoom showing the segmentation result (blue edges) overlaid on the original image.

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Fig. 16.

Characteristics of the 3237 bumps detected on the digital OM image shown in Fig. 15 obtained for the NR-N339 material: (a) histogram of the equivalent diameter of the circles having the same area as the bumps, (b) histogram of the circularity of the ellipses with the same area as the bumps, (c) shortest distance between the centroids of the bumps, (d) Ripley's K-function applied to the centroids of the bumps, compared to the one for a homogeneous Poisson point process (random point pattern).

Fig. 16.

Characteristics of the 3237 bumps detected on the digital OM image shown in Fig. 15 obtained for the NR-N339 material: (a) histogram of the equivalent diameter of the circles having the same area as the bumps, (b) histogram of the circularity of the ellipses with the same area as the bumps, (c) shortest distance between the centroids of the bumps, (d) Ripley's K-function applied to the centroids of the bumps, compared to the one for a homogeneous Poisson point process (random point pattern).

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application to sem-bse images

SEM-SE images are relatively sensitive to charging effects, and most inclusions are not highlighted very well. Attempts to process the SEM-SE images did not yield satisfactory results. Inclusions denser than the matrix are clearly visible on SEM-BSE images. Thus, only SEM-BSE images are analyzed by image processing to characterize the inclusion populations.

Detection and Distinction of the Different Types of Inclusions. —

The metal oxides not coated with matrix after cutting (potentially due to poor adhesion with the matrix) appear white on SEM-BSE images. Those that are embedded in the matrix are associated with a gray level between that of the matrix and that of the very bright inclusions.

CB agglomerates are not visible due to a density too close to that of the matrix and/or to a layer of matrix covering the agglomerates that is too thick compared to the penetration depth of electrons. The cavity containing phosphorus of the geode-type inclusions appears very bright on SEM-BSE images (Figure 17a). The surrounding area shows a gray level very close to that of the matrix. It is nevertheless distinguishable from the matrix because it has a “cauliflower” texture. The thickness of this rim is not the same for all the observed geodes and can sometimes be very thin or even unobservable. As for CB agglomerates, type 1 inclusions are almost not visible on SEM-BSE images because their density is close to that of the matrix. Type 2 inclusions show low contrast with the matrix. However, they can be differentiated from the matrix thanks to their texture, and from geodes because they do not present a cavity whose periphery appears very bright (Figure 17b). The glass beads appear lighter than the matrix on SEM-BSE images. They are distinguishable from other types of inclusions (metal oxides and geode cavity) because they are spherical and have a calibrated diameter of about 200 μm. Nevertheless, the two types of beads used (i.e., solid and hollow) cannot be distinguished from each other.

Fig. 17.

(a) Geode-type inclusion (only the envelope slightly darker than the matrix and the contour of the cavity brighter than the matrix are visible; the cavity is not) and (b) type 2 inclusion observed by SEM-BSE.

Fig. 17.

(a) Geode-type inclusion (only the envelope slightly darker than the matrix and the contour of the cavity brighter than the matrix are visible; the cavity is not) and (b) type 2 inclusion observed by SEM-BSE.

Close modal

Finally, the metal oxides, the geode cavity, and the glass beads are detected automatically by processing SEM-BSE images. The CB agglomerates, the area surrounding the cavity of geode-type inclusions, type 1 inclusions and type 2 inclusions cannot be detected automatically because of their low contrast with the matrix. The bright inclusions observed in Figure 18 are metal oxides, and the largest one is probably the periphery of the cavity of a geode. However, the automatic processing used does not allow distinguishing between these two types of inclusions.

Fig. 18.

SEM-BSE image obtained for the NR-N339 material, with the segmentation result overlaid.

Fig. 18.

SEM-BSE image obtained for the NR-N339 material, with the segmentation result overlaid.

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Characteristics of the Inclusions. —

Figure 18 shows an example of an SEM-BSE image obtained on the NR-N339 material, segmented using the image processing previously described. Three hundred and twenty-six inclusions are detected. Some of their characteristics are given in Figure 19. Their average equivalent diameter is about 4 μm. The detected inclusions are rather circular. The average shortest distance between the centroids of the inclusions with a size larger than 3.2 μm is about 20 μm. The inclusions' centroids follow a homogeneous Poisson point process, showing that they are randomly distributed.

Fig. 19.

Characteristics of the 326 inclusions detected on the SEM-BSE image shown in Fig. 18b obtained for the NR-N339 material: (a) histogram of the equivalent diameter of the circles having the same area as the inclusions, (b) histogram of the circularity of the ellipses with the same area as the inclusions, (c) shortest distance between the centroids of the inclusions with a size larger than 3.2 μm, (d) Ripley's K-function applied to the centroids of the inclusions, compared to the one for a homogeneous Poisson point process.

Fig. 19.

Characteristics of the 326 inclusions detected on the SEM-BSE image shown in Fig. 18b obtained for the NR-N339 material: (a) histogram of the equivalent diameter of the circles having the same area as the inclusions, (b) histogram of the circularity of the ellipses with the same area as the inclusions, (c) shortest distance between the centroids of the inclusions with a size larger than 3.2 μm, (d) Ripley's K-function applied to the centroids of the inclusions, compared to the one for a homogeneous Poisson point process.

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application to μ-ct images

Detection and Distinction of the Different Types of Inclusions. —

The type of sample and the resolution of the μ-CT are chosen according to the nature of the inclusions studied and according to the volume necessary for the results to be representative, depending on the size of the targeted inclusions. Thus, the μ-CT performed with a resolution of 1.7 μm on bar specimens are used to analyze geodes and CB agglomerates because the detection of these inclusions requires a very good resolution. The μ-CT carried out with a resolution of 8.3 μm on AE2 specimens are used to analyze the type 1 inclusions and the glass beads because their large size allows analysis of a large volume. Figure 20 shows examples of the different types of inclusions observed by μ-CT.

Fig. 20.

Inclusions observed by μ-CT: (a) glass beads (HGB on top, SGB on bottom), (b) metal oxide, (c) CB agglomerate, (d) geode-type, (e) type 1, and (f) type 2 inclusions.

Fig. 20.

Inclusions observed by μ-CT: (a) glass beads (HGB on top, SGB on bottom), (b) metal oxide, (c) CB agglomerate, (d) geode-type, (e) type 1, and (f) type 2 inclusions.

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The inclusion populations show different features generating different types of difficulties for automatic detection from the images, which allows evaluating the capabilities and limitations of the method. Table VI summaries the characteristics considered to detect and distinguish the different types of inclusions.

Table VI

Characteristics Considered to Distinguish the Inclusion Types from Each Other on μ-CT Images

Characteristics Considered to Distinguish the Inclusion Types from Each Other on μ-CT Images
Characteristics Considered to Distinguish the Inclusion Types from Each Other on μ-CT Images

It is relatively easy to detect glass beads because of their spherical geometry, their size, and their gray level (in the volume of SGB or in the periphery of HGB) clearly lighter than that of the matrix (Figure 20a). Bright inclusions with an equivalent diameter greater than 150 μm are assumed to be glass beads. Indeed, metal oxides are smaller, there are no type 1 inclusions in the materials containing glass beads, and the potential geode-type inclusions cannot be observed due to the insufficient resolution of the concerned μ-CT. However, glass beads are numerous and therefore close to each other. The main difficulty is therefore separating them.

Most of the glass beads are well detected (Figure 21a). Nevertheless, two or three glass beads or a glass bead with metal oxides stuck to it are sometimes detected as a single entity (Figure 21b).

Fig. 21.

Examples of glass beads detected on the 8.3 μm resolution μ-CT images obtained for the NR-N339&SGB material: (a) glass beads well detected, (b) two glass beads and one metal oxide merged.

Fig. 21.

Examples of glass beads detected on the 8.3 μm resolution μ-CT images obtained for the NR-N339&SGB material: (a) glass beads well detected, (b) two glass beads and one metal oxide merged.

Close modal

Metal oxides are the brightest regions on μ-CT images (Figure 20b). It is relatively easy to distinguish them from the matrix (the different types of metal oxides cannot be distinguished from each other). However, they can be small, some of them are surrounded by metal-induced artifacts, and they are sometimes close to each other, which makes separation difficult. Metal oxides are thought to correspond to solid objects (i.e., without cavity) and of smaller dimensions than type 1 inclusions and glass beads. In the case of materials without type 1 inclusions and glass beads, no size limit is set to identify metal oxides. Metal-induced artifacts observed around some metal oxides are partly detected by the segmentation algorithm (Figure 22) used so that the size of metal oxides with pronounced metal-induced artifacts is slightly overestimated.

Fig. 22.

Metal-induced artifacts and metal oxides merged after segmentation of 8.3 μm resolution μ-CT images obtained on NR-N339 and IR-N339 materials.

Fig. 22.

Metal-induced artifacts and metal oxides merged after segmentation of 8.3 μm resolution μ-CT images obtained on NR-N339 and IR-N339 materials.

Close modal

For CB agglomerates, the main difficulty is that it is difficult to distinguish them from the matrix. CB agglomerates cannot be identified on μ-CT images with a resolution of 8.3 μm. However, as shown in Figures 3a and 20c, CB agglomerates larger than about 40 μm can be distinguished from the matrix in μ-CT images with a resolution of 1.7 μm by the absence of metal oxides at these locations and by a few dark voxels probably corresponding to porosities within the agglomerate. To our knowledge, Kallungal et al.19  were the only ones to date that have reported in the literature results clearly showing CB agglomerates in elastomers in μ-CT performed using a non-synchrotron source. Because the gray level histogram of the CB and the matrix are similar, it was not possible to automatically detect CB agglomerates by image processing. The detection and analysis of CB agglomerates (larger than approximately 40 μm) are performed manually. Thus, only the number and size of these inclusions are analyzed.

The main complication for geode-type inclusions is related to their complex structure with a cavity whose border appears clearly lighter than the matrix surrounded by a zone only slightly darker than the matrix. Geodes cannot be clearly highlighted on 8.3 μm resolution μ-CT because the cavity and the area surrounding it cannot be distinguished so that only a bright area is observed. On 1.7 μm resolution μ-CT images, geodes are distinguishable from other types of inclusions due to their cavity border appearing bright and the area surrounding the cavity appearing slightly darker than the matrix (Figures 4a and 20d). Only the cavity of the geodes is detected by automatic processing of 1.7 μm resolution μ-CT images. Indeed, the part slightly darker than the matrix surrounding the cavity is not systematically visible especially for the smallest geodes. Therefore, the size of the geodes is underestimated by a factor of 1.5 to 3.

Type 1 inclusions have the particularity of presenting a complex and elongated shape (Figures 5a and 20e). They appear lighter than the matrix, like metal oxides. Type 1 inclusions are generally larger than metal oxides. However, in the case of large metal oxides (i.e., larger than 100 μm), important metal-induced artifacts usually appear. Thus, bright inclusions of more than 100 μm not associated with metal-induced artifacts are thought to be type 1 inclusions.

Last, as shown in Figures 6a and 20f, unlike the other inclusion populations, type 2 inclusions appear darker than the matrix. Type 2 inclusions are detectable by image processing only from μ-CT performed on AE2 specimens made of NR/IR-N339. In the IR-N339 material, these inclusions are visible on 1.7 μm resolution μ-CT. On the other hand, in this material, they cannot be detected automatically by image processing for μ-CT with a resolution of 8.3 μm because the contrast with the matrix is very low. In the NR/IR-N339 material, these inclusions are visible in μ-CT with resolutions of 1.7 μm and 8.3 μm. Nevertheless, in the case of μ-CT with a resolution of 1.7 μm, the contrast of these inclusions with the matrix is also too low for them to be detected by image processing. Thus, only the 8.3 μm resolution μ-CT images obtained for the NR/IR-N339 material were processed automatically. Image processing leads to the detection of many small objects. Based on the observations made (in the section “Nature of inclusions”), only objects with an equivalent diameter larger than 60 μm or a sphericity index higher than 0.7 are supposed to be type 2 inclusions.

Characteristics of the Inclusions. —

Figure 23 shows the 201,109 metal oxides and the 165 geodes detected in a NR-N339 bar sample by processing 1.7 μm resolution μ-CT images. Some of their characteristics are illustrated in Figure 24. Table VII gives the characteristics of the inclusions detected in the six materials analyzed, that is, the minimum, mean, and maximum values, as well as the standard deviation (std) of the equivalent diameter, the sphericity and the distance to the nearest neighbor centroid of the inclusions, in addition to their number and their volume fraction.

Fig. 23.

Metal oxides and geode cavities detected in a NR-N339 material bar sample (21.8 mm3) from 1.7 μm resolution μ-CT.

Fig. 23.

Metal oxides and geode cavities detected in a NR-N339 material bar sample (21.8 mm3) from 1.7 μm resolution μ-CT.

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Fig. 24.

Characteristics of the 201,109 metal oxides and the 165 geode cavities detected on the 1.7 μm resolution μ-CT shown in Fig. 23 obtained for the NR-N339 material: (a) histogram of the equivalent diameter of the spheres having the same volume as the inclusions, (b) histogram of the sphericity of the smallest ellipsoids encompassing the inclusions, (c) shortest distance between the centroids of the inclusions, (d) Ripley's K-function applied to the centroids of the inclusions, compared to the one for a homogeneous Poisson point process, for a 1656 × 1656 × 1656 μm3 cube taken in the analyzed volume.

Fig. 24.

Characteristics of the 201,109 metal oxides and the 165 geode cavities detected on the 1.7 μm resolution μ-CT shown in Fig. 23 obtained for the NR-N339 material: (a) histogram of the equivalent diameter of the spheres having the same volume as the inclusions, (b) histogram of the sphericity of the smallest ellipsoids encompassing the inclusions, (c) shortest distance between the centroids of the inclusions, (d) Ripley's K-function applied to the centroids of the inclusions, compared to the one for a homogeneous Poisson point process, for a 1656 × 1656 × 1656 μm3 cube taken in the analyzed volume.

Close modal
Table VII

Characteristics of the (a) Glass Beads, (b) Metal Oxides, (c) CB Agglomerates Larger Than 40 μm, (d) Cavity of the Geode-Type Inclusions, (e) Type 1 Inclusions and (f) Type 2 Inclusions, in the Studied Materials, Determined from μ-CT Performed on Bar Specimens with a Resolution of 1.7 μm and/or on AE2 Specimens with a Resolution of 8.3 μm: Volume Analyzed, Number, Volume Fraction, Equivalent Diameter, and Sphericity of the Inclusions Detected and Distance to the Nearest Neighbor Centroid

Characteristics of the (a) Glass Beads, (b) Metal Oxides, (c) CB Agglomerates Larger Than 40 μm, (d) Cavity of the Geode-Type Inclusions, (e) Type 1 Inclusions and (f) Type 2 Inclusions, in the Studied Materials, Determined from μ-CT Performed on Bar Specimens with a Resolution of 1.7 μm and/or on AE2 Specimens with a Resolution of 8.3 μm: Volume Analyzed, Number, Volume Fraction, Equivalent Diameter, and Sphericity of the Inclusions Detected and Distance to the Nearest Neighbor Centroid
Characteristics of the (a) Glass Beads, (b) Metal Oxides, (c) CB Agglomerates Larger Than 40 μm, (d) Cavity of the Geode-Type Inclusions, (e) Type 1 Inclusions and (f) Type 2 Inclusions, in the Studied Materials, Determined from μ-CT Performed on Bar Specimens with a Resolution of 1.7 μm and/or on AE2 Specimens with a Resolution of 8.3 μm: Volume Analyzed, Number, Volume Fraction, Equivalent Diameter, and Sphericity of the Inclusions Detected and Distance to the Nearest Neighbor Centroid

Glass Beads. —

As shown in Table VIIa, the volume fraction of glass beads is higher in the NR-N339&HGB material than in the NR-N339&SGB material, in accordance with the similar mass of glass beads incorporated. Owing to the difficulty in separating some of the glass beads, the number of glass beads is underestimated in both materials, in particular in NR-N339&HBG. In both materials, the average equivalent diameter is about 210 μm, that is, close to the theoretical diameter of 200 μm. The results indicate sphericity indexes of glass beads of 0.82 in the NR-N339&HGB mixture and of 0.85 in the NR-N339&SGB material. The sphericity value depends on the spatial discretization of the inclusion. For a perfect sphere, this index is theoretically 0.925 for images with a spatial resolution of 8.3 μm. The slight difference between the average sphericity obtained and that of a perfect sphere is due to the poor detection of glass beads very close to each other. The distance from each glass bead to its nearest neighbor is on average 334 μm in NR-N339&HGB and 364 μm in NR-N339&SGB. This difference can be explained directly by the larger number of glass beads in NR-N339&HGB. This value is overestimated because a number of glass beads are detected as a single entity. The Ripley's K-function shows that the glass beads arrange themselves according to an aggregation process in both materials (Figure 25).

Fig. 25.

Glass beads detected on the 8.3 μm resolution μ-CT obtained for the NR-N339&SGB material: Ripley's K-function applied to the centroids of the inclusions, compared to the one for a homogeneous Poisson point process.

Fig. 25.

Glass beads detected on the 8.3 μm resolution μ-CT obtained for the NR-N339&SGB material: Ripley's K-function applied to the centroids of the inclusions, compared to the one for a homogeneous Poisson point process.

Close modal

Metal Oxides. —

The results in Table VIIb show that the average size of the detected metal oxides depends on the resolution of the μ-CT. In the different materials, the average diameter is estimated to be 45 μm from 8.3 μm resolution μ-CT and 13 μm from 1.7 μm resolution μ-CT. The volume fraction of metal oxides is lower according to 8.3 μm resolution μ-CT of AE2 specimens than according to 1.7 μm resolution μ-CT of bar samples. Indeed, in the latter, more metal oxides of small dimensions are detected. The size distributions obtained with the two scales of analysis are consistent (for inclusions larger than 30 μm). The number of inclusions per unit volume obtained on the AE2 specimens (resolution of 8.3 μm) is close to that obtained on the bar samples (resolution of 1.7 μm) for inclusions smaller than 40 μm but higher for inclusions larger than 40 μm. This is mainly due to strong metal-induced artifacts and to poor detection of the inclusions very close to each other in the case of 8.3 μm resolution μ-CT (Figure 22). The results show that the addition of glass beads, the type of CB, or the gum used do not significantly influence the size distribution of metal oxides. According to the sphericity values, the metal oxides have a rather spherical shape independently of the scale of observation and the mixtures considered. The distribution of metal oxides follows a homogeneous Poisson point process for the six materials studied, as illustrated in Figure 24d for the NR-N339 material. The nearest neighbor distance is approximately 120 μm for metal oxides larger than 30 μm, and 32 μm for oxides larger than 6 μm. No influence of the gum type, CB type, or glass bead addition is observed.

CB Agglomerates. —

Materials made of a single type of gum contain more large CB agglomerates in number and volume fraction (Table VIIc). Very few CB agglomerates are observed in the NR/IR-N339 mixture. Very large CB agglomerates can be observed in the IR-N339 material in larger volume fraction and smaller number than in NR-N339.

Geode-Type Inclusions. —

The 165 geodes detected in a NR-N339 bar sample by processing 1.7 μm resolution μ-CT images are illustrated in Figure 23. Some of their statistical characteristics are shown in Figure 24. As indicated in Table VIId, the geode cavity has an equivalent diameter of 41 μm on average and of 76 μm at the maximum. It can be assumed that the maximum equivalent diameter of geodes may exceed 100 μm when considering the portion that encompasses the cavity. The geodes are more numerous and have a larger volume fraction than the CB agglomerates. As suggested by the mean sphericity index and its standard deviation, the cavity of the geodes is not spherical, with some variability in shape from one inclusion to another. The distance to their nearest neighbor is 301 μm on average, which is three times greater than for the metal oxides in the same specimen. Figure 24d shows the Ripley's K-function determined for a 1656 × 1656 × 1656 μm3 cube taken in the analyzed volume. The K-function of the 38 analyzed geodes seems to be slightly below the theoretical curve for a homogeneous Poisson point process. This is due to the small number of geodes analyzed. Indeed, the K-function of the geodes is in the interval of the K-function following a Poisson process of intensity equal to 38/(1656 × 1656 × 1656). The spatial distribution of the geodes can thus be considered as approximately random.

Type 1 Inclusions. —

According to the μ-CT performed on the NR/IR-N339 AE2 specimen, type 1 inclusions are fewer in number and lower in volume fraction than the metal oxides, but larger in size (Table VIIe, compared to Table VIIb). Their equivalent diameter is 129 μm on average and 288 μm at maximum. The sphericity index shows that type 1 inclusions are less spherical than metal oxides. Type 1 inclusions are ellipsoidal, with a shape factor of 2.1 on average. As shown in Figure 26, about half of the inclusions have a shape factor greater than 2. Therefore, the equivalent diameter is not an appropriate indicator for these inclusions. The inclusions have a privileged orientation along the axis of the AE2 specimen. The more the inclusion is elongated, the closer its orientation is to the AE2 specimen axis. The preferential orientation of type 1 inclusions seems to be driven by the material flow during injection. The average distance between two type 1 inclusions is 661 μm, that is, about three times greater than for metal oxides in the same specimen. According to the Ripley's K-function, they are randomly distributed (homogeneous Poisson point process).

Fig. 26.

Histogram of the shape factor of type 1 inclusions detected on a 8.3 μm resolution μ-CT obtained for the NR/IR-N339 material (AE specimen).

Fig. 26.

Histogram of the shape factor of type 1 inclusions detected on a 8.3 μm resolution μ-CT obtained for the NR/IR-N339 material (AE specimen).

Close modal

Type 2 Inclusions. —

The characteristics of the type 2 inclusions obtained are given in Table VIIf. In the analyzed AE2 sample, type 2 inclusions are as numerous as type 1 inclusions. Nevertheless, their volume fraction is five times lower. Indeed, they are smaller (average equivalent diameter of about 90 μm). The average size obtained after image processing for the NR/IR-N339 AE2 specimen is close to the one obtained by manual analysis for the NR/IR-N339 and IR-N399 bar samples. The standard deviation on the equivalent diameter is two times smaller than that of type 1 inclusions. Thus, the size of type 2 inclusions appears to be homogeneous. The shape of these inclusions seems rather spherical and homogeneous. Type 2 inclusions are more widely spaced on average than type 1 inclusions and metal oxides. The spatial pattern of type 2 inclusions follows a homogeneous Poisson point process.

This section compares digital OM, SEM, and μ-CT, associated with the developed image processing, according to the six specifications mentioned in the Introduction. A summary is made in Table VIII, as is done in Table I for the techniques reported in the literature.

Table VIII

Evaluation of the Applicability of the Techniques Used, Associated with the Image Processing Developed, to Characterize the Inclusions in Relation to the Six Specifications Defined in This Papera

Evaluation of the Applicability of the Techniques Used, Associated with the Image Processing Developed, to Characterize the Inclusions in Relation to the Six Specifications Defined in This Papera
Evaluation of the Applicability of the Techniques Used, Associated with the Image Processing Developed, to Characterize the Inclusions in Relation to the Six Specifications Defined in This Papera

The second specification (sensitivity and objectivity) is from our point of view reached for the three techniques thanks to the image analysis protocol developed. The simplicity, robustness and efficiency (sixth specification) of the three techniques have already been briefly discussed in the Introduction. In summary, μ-CT requires simpler sample preparation than digital OM and SEM. However, the technique is less accessible and acquisition can be longer and more expensive, which can complicate its implementation in an industrial environment. For the three techniques, robustness and efficiency are improved by the developed image processing. The following discussion focuses on the four other specifications. Finally, a short discussion is conducted on the comparison between 2D and 3D measurements.

size of inclusions (specification 1)

Figure 27a compares the size distribution of the inclusions analyzed by digital OM (Figure 15, pixel size 0.385 μm) and SEM-BSE (Figure 18, pixel size 0.5 μm) in the NR-N339 material. The size of the inclusions is larger according to optical OM observations than according to SEM-BSE observations. Indeed, the inclusions remain covered with matrix, and it is the bumps that the inclusions generate on the cut surface that are measured on OM images and not the inclusions themselves. Thus, analysis based on digital OM tends to overestimate the size of the inclusions. To determine the exact size of the inclusion from OM observations, it would be necessary to know the thickness of the gum that coats the inclusion, the shape of the inclusion, its orientation, and the position of the cutting plane in the height of the inclusion. The number of inclusions larger than 5 μm per unit area is 108 mm−2 for the SEM-BSE image in Figure 18 and 830 mm−2 for the digital OM image in Figure 15. To obtain the number of inclusions larger than 5 μm per unit area determined by digital OM, all the detected inclusions larger than 3.2 μm should be considered in the SEM image. This suggests that the analysis of digital OM images leads to an overestimation of about 2 μm of the equivalent diameter of the inclusions on average, due to a ∼1 μm-thick matrix coating covering the small metal oxides. It is therefore considered that analysis based on SEM-BSE images is more accurate than that based on digital OM images. However, a bias may also exist in the case of SEM-BSE for the inclusions that are coated. Indeed, because of the limited emission depth of BSE, the probability of measuring the largest dimension of the inclusion is lower when it is covered, so that its size is underestimated.

Fig. 27.

(a) Number of inclusions per unit area detected by digital OM and SEM-BSE and (b) number of inclusions per unit volume detected by μ-CT, versus the inclusion's equivalent diameter, for the NR-N339 material.

Fig. 27.

(a) Number of inclusions per unit area detected by digital OM and SEM-BSE and (b) number of inclusions per unit volume detected by μ-CT, versus the inclusion's equivalent diameter, for the NR-N339 material.

Close modal

nature of inclusions (specification 3)

Table IX summarizes the ability of the different techniques to differentiate inclusions by nature. The digital OM technique gives access to the population of inclusions that are more rigid than the matrix. However, it does not allow distinguishing the nature of the inclusions (except glass beads), since they remain coated by the matrix after cutting.

Table IX

Ability of the Techniques Used to Observe, Detect, and Distinguish the Inclusions from the Matrix and from Each Othera

Ability of the Techniques Used to Observe, Detect, and Distinguish the Inclusions from the Matrix and from Each Othera
Ability of the Techniques Used to Observe, Detect, and Distinguish the Inclusions from the Matrix and from Each Othera

The SEM technique in the BSE mode allows the differentiation of inclusions composed of elements of high atomic number such as zinc, phosphorus, and silicon. Thus, the geode cavity (containing phosphorus), metal oxides, and glass beads (silica) can be distinguished from the matrix, the type 2 inclusions, and the CB agglomerates. However, they cannot be differentiated from each other automatically. Type 2 inclusions can be observed but cannot be detected automatically by image processing. CB agglomerates and type 1 inclusions cannot be detected. To detect them, it is thought that all inclusions not visible in BSE mode but generating a visible bump in SE mode are CB agglomerates and/or type 1 inclusions. Nevertheless, this would not allow differentiating these two types of inclusions in materials where they coexist.

Using μ-CT, it is possible to observe all the types of inclusions found in the materials used in this study, that is, metal oxides, large CB agglomerates, geodes, type 1 and type 2 inclusions, and glass beads. All these types of inclusions can be detected automatically by image processing, expect CB agglomerates, which must be detected manually. The different populations of inclusions can be differentiated from each other with certain assumptions about their morphologies. μ-CT is thus the best method for the classification of inclusions with respect to their nature (once the features of the different types of inclusions are known).

quantitative and statistical description (specifications 4 and 5)

For the NR-N339 material, ten times fewer inclusions are detected from the SEM-BSE image shown in Figure 18 than from the digital OM image shown in Figure 15, in part because the observation area is 14 times smaller. It must be mentioned that when the analysis resolution for SEM-BSE is improved, the number of small bright inclusions (probably metal oxides) detected increases. The μ-CT illustrated in Figure 23 (volume analyzed: cylinder of approximately 3 mm in diameter and 3 mm in height) allows detection of 62 times more inclusions than the digital OM image in Figure 15 (surface analyzed: 7.7 × 7.7 mm2).

The number of inclusions per unit volume detected by μ-CT in the NR-N339 material is shown in Figure 27b versus the inclusion size. Fewer inclusions per unit length than with OM and SEM are detected, due to the lower spatial resolution. A greater fraction of inclusions larger than 15 μm is observed compared with digital OM and SEM-BSE-based observations. On the one hand, μ-CT makes it possible to examine a volume and thus to obtain results supposed to be representative. On the other hand, in addition to the limited size of the analyzed surface, digital OM and SEM-BSE observations are performed on cross-sections that do not necessarily intersect the inclusions at their largest dimension. This leads to a tendency to underestimate the proportion of large inclusions and to overestimate the proportion of small inclusions. Stereological methods36  could be used to refine the determination of the inclusion's size distribution from results of 2D observations.

The comparison of Figure 16b and Figure 19b shows that the inclusions detected from SEM-BSE images are slightly less circular than those detected by digital OM. Indeed, the bumps appearing in OM images tend to be rounded by the matrix covering the inclusions, while SEM-BSE images are expected to better reflect the real shape of the inclusions, in 2D. μ-CT provides more direct information on the 3D morphology of the inclusions. For example, as shown in Figure 24b, the metal oxides analyzed in the NR-N339 material have a rather spherical shape, while the cavity of the geodes is more tortuous.

The three techniques used, that is, digital OM (Figure 16d), SEM-BSE (Figure 19d), and μ-CT (Figure 24d), lead to the same conclusion about the type of spatial distribution of the inclusions detected, that is, a random distribution (homogeneous Poisson point process), except for the glass beads. The distances to the nearest neighbor determined from digital OM (Figure 16c) and SEM-BSE (Figure 19c) are very close. They are smaller than those evaluated by μ-CT (Figure 24c) in particular because the spatial resolutions of digital OM and SEM measurements are better and therefore allow the identification of a larger number of small inclusions per unit area. μ-CT has nevertheless the advantage of characterizing the spatial distribution in 3D.

2d versus 3d measurements

The comparison of surface techniques, that is, digital OM and SEM-BSE, and the volume μ-CT technique is not direct since the inclusions are not detected in the same way. Thus, in order to investigate the link between 3D and 2D measurements, the characteristics of the inclusions present on a randomly chosen slice (2D) of the μ-CT are compared to the results obtained on the whole volume, for the NR-N339 material. Only metal oxides and geodes are considered here, and these two types of inclusions are not differentiated, since a surface measurement makes it difficult to do so. Seven hundred and seventy one inclusions are detected on the 2D slice, and 201,274 in the whole volume. Figure 28a compares the distributions of the equivalent diameter of the inclusions obtained from the 2D and the 3D measurements. The results are almost identical. This suggests that the number of inclusions analyzed is sufficient to be representative of the entire volume. The rather spherical shape of the detected inclusions favors this equivalence. The 2D and 3D analyses agree to show that the spatial distribution of the inclusions follows a homogeneous Poisson point process. However, Figure 28b shows that the analysis of a single slice of the μ-CT leads to an overestimation of the average and maximum distances to the nearest neighbor by about a factor of two. A surface measurement can thus give a good estimate of the average size of the inclusions if they are rather spherical, randomly distributed, and counted in sufficient number, but the evaluation of the distance to the nearest neighbor is biased.

Fig. 28.

Comparison of the normalized histograms of (a) the equivalent diameter and (b) the shortest distance between the centroids of the inclusions (metal oxides and geodes) detected on a slice of the μ-CT (771 inclusions) and on the whole volume (201,274 inclusions), for the NR-N339 material.

Fig. 28.

Comparison of the normalized histograms of (a) the equivalent diameter and (b) the shortest distance between the centroids of the inclusions (metal oxides and geodes) detected on a slice of the μ-CT (771 inclusions) and on the whole volume (201,274 inclusions), for the NR-N339 material.

Close modal

Three techniques, now commonly accessible in laboratories, are thoroughly investigated to characterize the inclusions larger than a few micrometers in elastomers: digital OM, SEM in BSE mode and associated with EDS analysis, and μ-CT. Six materials, with different types of matrix (NR, IR, and NR/IR) and of CB (N339 and N990) and with or without addition of glass beads, are used to challenge the methodology. By combining the three techniques, six different types of inclusions were identified. In addition to the glass beads, and to the metal oxides and the CB agglomerates classically observed in such materials, three types of atypical inclusions called geode-type, type 1, type 2 inclusions, were found in some of the formulations.

The different populations of inclusions have different features, generating several types of difficulties for automatic detection from digital OM, SEM-BSE, or μ-CT images, e.g., small size, low contrast with the matrix, inner cavity, elongated complex shape, metal-induced artifacts or inclusions close to each other. An efficient and robust image analysis procedure was implemented to automatically detect the inclusions from digital OM, SEM-BSE, and μ-CT images, more objectively and accurately than with the more classical thresholding method. The size, the shape, the orientation, and the spatial distribution of the different populations of inclusions were determined with good statistics for the six materials studied, from μ-CT analysis in particular. It was thus possible to study the influence of the addition of glass beads, the type of matrix, and the type of CB on the populations of inclusions.

Inclusions that are stiffer than the matrix can be detected by digital OM, but their nature cannot be identified. This technique not only evaluates the macro-dispersion of CB agglomerates as sometimes considered in the literature, but also evaluates the macro-dispersion of inclusions of different natures. SEM-BSE allows characterization of the inclusions in a more precise way than the digital OM, and allows differentiation of certain types of inclusions. μ-CT makes it possible to observe all the types of inclusions and to differentiate them. To our knowledge, this is one of the first times that CB agglomerates have been highlighted by μ-CT using a non-synchrotron source. The inclusions could be detected in an automatic way from μ-CT images, with the exception of CB agglomerates. The results obtained by μ-CT tend to be more statistically representative than those obtained with the 2D techniques, because of the 3D nature of the observations, the greater number of inclusions detected, and the larger size of the zone analyzed. Unlike digital OM and SEM, μ-CT allows the measurement of many inclusions larger than 30 μm. The morphology of the inclusions and their spatial arrangement can be determined with more accuracy from μ-CT. Nevertheless, a relatively good estimate of the size of the inclusions can be obtained from digital OM and SEM-BSE measurements when the analyzed inclusions are in sufficient number, randomly distributed, and have a rather spherical shape. However, it is more difficult to obtain reliable and statistically representative information on the spatial distribution of inclusions from surface measurement.

The authors thank the ANRT for financial support (CIFRE 2016/0048) and F. Bertrand from GeM for performing the μ-CT measurements.

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