Dairy Science and
Technology Handbook
1 Principles and Properties
Y. K Hui
EDITOR
VCH
Dairy Science and
Technology Handbook
2 Product Manufacturing
Y. H. Hui
EDITOR
VCH
Dairy Science and
Technology Handbook
3 Applications Science,
Technology, and Engineering
Y. K Hui
EDITOR
VCH
Dr. Y. H. Hui
3006 4 4 S " Street
Eureka, California 95501
U.S.A.
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Copyright O 1993 by Wiley-VCH, Inc.
Originally published as ISBN 1 -56081 -078-5
No part of this publication may be reproduced, stored in a
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Printed in the United States of America.
10 9 8 7 6 5 4
Library of Congress Cataloging-in-Publication Data
Dairy science and technology handbook / editor, Y.H. Hui.
p. cm.
Includes bibliographical references and index.
ISBN 1-56081-078-5
1. Dairy processing.
2. Dairy products.
I. Hui, Y. H. (Yiu H.)
SF250.5.D35
1992
637—dc20
92-30191
PREFACE
Although there are many professional reference books on the science and technology
of processing dairy products, this 3-volume set is unique in its coverage (topics
selected, emphasis, and latest development) and its authors (experts with diversified
background and experience).
Volume I discusses four important properties and applications of milk and dairy
ingredients: chemistry and physics, analyses, sensory evaluation, and protein. Each
chapter is not a comprehensive treatment of the subject, since more than one reference book has been written on each of the four disciplines. Rather, each chapter
discusses the basic information in reasonable details that are supplemented by new
research data and advances. This assures that each chapter contributes new information not available in many reference books already published.
Volume II discusses the manufacture technology for yogurt, ice cream, cheese,
and dry and concentrated dairy products. The direction of each chapter is carefully
designed to provide two types of information. Each chapter details the currently
accepted procedures of manufacturing the product and then explores new advances
in technology and their potential impact on the processing of such products in the
future. The fifth chapter in this volume discusses microbiology and associated health
hazards for dairy products. The goal of this chapter is obvious, since there are so
much new information on this topic in the last few years. The authors have done an
excellent job in reviewing available data on this highly visible field.
Volume III is unique because it covers five topics not commonly found in professional reference books for dairy manufacture: quality assurance, biotechnology, computer application, equipment and supplies, and processing plant designs. The length
of each chapter is limited by the size of the book. As a result, I assume full responsibility for any missing details since I assigned a fixed length to each chapter.
The appendix to Volume I alphabetically lists products and services in the dairy
industry. Under each product or service, the appendix describes the names of companies that provide those products and services. In Volume III, the appendix provides
information for each company listed in Volume I. This includes contact data and the
types of products and services for each company. The appendixes for Volumes I and
III are not repeated in Volume II in order to assure a reasonable price for the books.
As for the expertise of the authors, you are the best judge since most of them are
known among scientists, technologists, and engineers in the dairy discipline.
This three-volume set is a reference book and will benefit dairy professionals in
government, industry, and academia. The information is useful to individuals engaged in research, manufacturing, and teaching. In general, the texts form an excellent background source for professionals who just enter the field. For expert dairy
professionals, these books serve as a subject review as well as a summary of what
is new. Any chapter in the three volumes can be used as a supplement material for
a class teaching a specific topic in or an overview of the science and technology of
processing diary products.
Y.H. Hui
October 1992
Contributors
Genevieve L. Christen, Department of Food Science and Technology, University of
Tennessee, Knoxville, TN 37901-1071, U.S.A.
H. D. Goff, Department of Food Science, University of Guelph, Guelph, Ontario
NlG 2Wl, Canada
A. R. Hill, Department of Food Science, University of Guelph, Guelph, Ontario
NlG 2Wl, Canada
Lynn V. Ogden, Department of Food Science and Nutrition, Brigham Young University, Provo, UT 84602, U.S.A.
Paul Paquin, Department of Food Science and Technology, University of Laval,
Quebec, Province of Quebec, GlK 7P4, Canada
Olivier Robin, Department of Food Science and Technology, University of Laval,
Quebec, Province of Quebec, GlK 7P4, Canada
Sylvie Turgeon, Department of Food Science and Technology, University of Laval,
Quebec, Province of Quebec, GlK 7P4, Canada
Contributors
Marijana Caric, Faculty of Technology, University of Novi Sad, 2100 Novi Sad,
Bulevar, Yugoslavia
Ramesh C. Chandan, James Ford Bell Technical Center, General Mills, Inc., 9000
Plymouth Avenue North, Minneapolis, MN 55427, U.S.A.
Maribeth A. Cousin, Department of Food Science, Purdue University, Lafayette, IN
47906, U.S.A.
Rafael Jimenez-Flores, Agricultural Bioprocessing Laboratory, University of Illinois, Urbana, IL 61801-4726, U.S.A.
Norman J. Klipfel, Baskin-Robbins International Company, Glendale, CA, U.S.A.
K. Rajinder Nath, Kraft General Foods, 801 Waukegan Road, Glenview, IL 60025,
U.S.A.
Khem Shahani, Department of Food Science and Technology, Food Industry Complex, University of Nebraska, Lincoln, NE 68583-0919, U.S.A.
Joseph Tobias, Agricultural Bioprocessing Laboratory University of Illinois, Urbana,
IL 61801-4726, U.S.A.
P.C. Vasavada, Department of Animal and Food Science, University of Wisconsin,
River Falls, WI 54022
Contributors
Jeffrey R. Broadbent, Department of Nutrition and Food Science, Utah State University, Logan, UT 84322-8100, U.S.A.
Vance Caudill, Lockwood Greene Engineers, Inc., Spartanburg, SC 29304, U.S.A.
Thomas Gilmore, Dairy and Food Industries Supply Association, 6245 Executive
Boulevard Drive, Rockville, MD 20852-3938, U.S.A.
Jeffrey K. Kondo, Marschall Products, Rhone-Poulenc, Inc., 601 Science Drive,
Madison, WI 53711, U.S.A.
Robert L. Olsen, Department of Research and Development, Schreiber Foods, Inc.,
Green Bay, WI 54307-9010, U.S.A.
Jim Shell, Consultant, Ellicott City, MD 21043, U.S.A.
John E. Stauffer, Stauffer Technology, 6 Pecksland Road, Greenwich, CT 06831,
U.S.A.
Contents
Preface .............................................................................
vii
Contributors (Volume 1.) ..................................................
ix
Contributors (Volume 2.) ..................................................
x
Contributors (Volume 3.) ..................................................
xi
Volume 1. Principles and Properties
1.
Chemistry and Physics ..............................................
1:1
1.1
Introduction ...................................................................
1:2
1.2
Composition .................................................................
1:5
1.2.1
Proteins .......................................................
1:9
1.2.2
Lipids ...........................................................
1:18
1.2.3
Lactose ........................................................
1:26
1.2.4
Minor Components ......................................
1:28
Structure .......................................................................
1:30
1.3.1
Casein Micelles ...........................................
1:30
1.3.2
Fat Globules ................................................
1:41
Physical Properties ......................................................
1:49
1.4.1
Density ........................................................
1:49
1.4.2
Viscosity ......................................................
1:50
1.4.3
Freezing Point .............................................
1:52
1.3
1.4
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v
vi
Contents
1.4.4
Electrochemistry ..........................................
1:54
1.4.5
Surface Tension ..........................................
1:56
1.4.6
Acid-Base Equilibria .....................................
1:57
1.4.7
Heat Capacity and Thermal
Conductivity .................................................
1:60
Optical Properties ........................................
1:60
1.5
Summary ......................................................................
1:61
1.6
Future Developments ...................................................
1:62
1.7
References ...................................................................
1:62
Analyses ....................................................................
1:83
2.1
1:85
1.4.8
2.
Introduction ...................................................................
2.1.1
2.2
2.3
Purpose of Analysis of Dairy
Products ......................................................
1:85
2.1.2
Sources of Additional Information ................
1:86
2.1.3
Types of Analyses .......................................
1:86
Sampling ......................................................................
1:86
2.2.1
General Comments ......................................
1:86
2.2.2
Sampling of Liquid Products ........................
1:87
2.2.3
Sampling of Dry Products ............................
1:88
2.2.4
Sampling of Butter .......................................
1:88
2.2.5
Sampling of Cheese ....................................
1:88
Tests for Milk Composition ...........................................
1:89
2.3.1
Fat ...............................................................
1:89
2.3.2
Total Solids ..................................................
1:96
2.3.3
Protein .........................................................
1:98
2.3.4
Lactose ........................................................
1:99
2.3.5
Ash ..............................................................
1:101
2.3.6
Vitamins .......................................................
1:101
2.3.7
Minerals .......................................................
1:102
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Contents
2.4
2.5
2.6
2.7
Tests for Milk Quality ....................................................
1:102
2.4.1
Titratable Acidity ..........................................
1:102
2.4.2
Added Water ................................................
1:105
2.4.3
Sediment .....................................................
1:106
2.4.4
Antibiotics ....................................................
1:107
2.4.5
Acid Degree Value .......................................
1:112
2.4.6
Iodine and Hypochlorites .............................
1:113
2.4.7
Aflatoxins .....................................................
1:113
2.4.8
Pesticides ....................................................
1:114
Tests for Abnormal Milk ...............................................
1:115
2.5.1
“Cow-Side” Tests .........................................
1:115
2.5.2
Wisconsin Mastitis Test ...............................
1:116
2.5.3
Somatic Cell Count ......................................
1:117
Microbiological Methods ..............................................
1:120
2.6.1
Aerobic Plate Count .....................................
1:121
2.6.2
Coliform Count .............................................
1:126
2.6.3
Tests for Specific Spoilage Bacteria ............
1:131
2.6.4
Tests for Specific Pathogenic
Bacteria .......................................................
1:135
Selected Analytical Techniques for Dairy
Products .......................................................................
1:139
2.7.1
2.8
vii
Assurance of Adequate
Pasteurization ..............................................
1:139
2.7.2
Total Solids in Butter and Cheese ................
1:141
2.7.3
Salt in Butter and Cheese ............................
1:142
2.7.4
Sorbic Acid in Cheese .................................
1:144
2.7.5
Overrun in Frozen Dairy Desserts ................
1:145
Sensory Analysis ..........................................................
1:146
2.8.1
Sensory vs. Chemical and
Microbiological Methods ..............................
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1:146
viii
Contents
2.9
3.
Summary ......................................................................
1:148
2.10 Future Developments ...................................................
1:148
2.11 References ...................................................................
1:149
Sensory Evaluation of Dairy Products .......................
1:157
3.1
The Senses ..................................................................
1:158
3.1.1
Introduction ..................................................
1:158
3.1.2
Taste ...........................................................
1:159
3.1.3
Smell ...........................................................
1:162
3.1.4
Sight ............................................................
1:163
3.1.5
Hearing ........................................................
1:165
3.1.6
Touch ..........................................................
1:166
Sensory Evaluation Techniques ..................................
1:166
3.2.1
Introduction ..................................................
1:166
3.2.2
Affective Testing ..........................................
1:168
3.2.3
Discrimination Testing .................................
1:170
3.2.4
Descriptive Analysis .....................................
1:171
Application of Sensory Analysis to Dairy
Products .......................................................................
1:174
3.2
3.3
3.3.1
3.4
3.5
The Philosophy of Judging of Dairy
Products ......................................................
1:175
Descriptive Sensory Defects of Dairy Products ...........
1:175
3.4.1
Fluid Milk and Cream ...................................
1:175
3.4.2
Cottage Cheese ...........................................
1:185
3.4.3
Butter ...........................................................
1:198
3.4.4
Ice Cream and Related Products .................
1:214
3.4.5
Cheese ........................................................
1:229
3.4.6
Cultured Products ........................................
1:243
3.4.7
Yogurt ..........................................................
1:254
3.4.8
Dry Milk .......................................................
1:267
References ...................................................................
1:274
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Contents
4.
ix
Functional Properties of Milk Proteins .......................
1:277
4.1
Introduction ...................................................................
1:278
4.2
Composition and Principal Physicochemical
Properties of Major Milk Proteins .................................
1:280
4.2.1
Major Protein Components in Milk ...............
1:280
4.2.2
Principal Physicochemical Properties
of Milk Proteins ............................................
1:281
Major Functional Properties of Milk
Proteins ........................................................................
1:282
4.3.1
Water-Protein Interactions ...........................
1:282
4.3.2
Protein-Protein Interactions .........................
1:292
4.3.3
Protein-Surface Interactions ........................
1:302
Some Selected Processing Effects on the
Functional Properties of Major Milk Proteins ...............
1:325
4.4.1
Effects of Heat Treatments ..........................
1:325
4.4.2
Membrane Separation Processes ................
1:329
4.5
Conclusion ....................................................................
1:332
4.6
Acknowledgments ........................................................
1:333
4.7
References ...................................................................
1:334
Appendix: Product Listing .................................................
1:355
Advertising to Instantizers/Agglomerators ............................
1:355
Instruments to X-Ray Inspection ...........................................
1:385
4.3
4.4
Volume 2. Product Manufacturing
1.
Yogurt ........................................................................
2:1
1.1
Introduction ...................................................................
2:2
1.2
Definition of Yogurt .......................................................
2:7
1.2.1
Standard of Identity and Regulatory
Aspects of Yogurt ........................................
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2:8
x
Contents
1.2.2
National Yogurt Association Criteria
for Live and Active Culture Yogurt ...............
2:10
Frozen Yogurt ..............................................
2:11
Yogurt Starters .............................................................
2:13
1.3.1
Taxonomy of Yogurt Bacteria ......................
2:15
1.3.2
Production of Yogurt Starters .......................
2:20
General Principles of Manufacture ..............................
2:22
1.4.1
Ingredients and Equipment ..........................
2:22
1.4.2
Mix Preparation ...........................................
2:25
1.4.3
Heat Treatment ............................................
2:25
1.4.4
Homogenization ...........................................
2:27
1.4.5
Fermentation ...............................................
2:27
1.4.6
Packaging ....................................................
2:27
Yogurt Production ........................................................
2:28
1.2.3
1.3
1.4
1.5
1.5.1
Yogurt Ingredients and Flavor,
Texture, and Rheological Aspects ...............
2:28
Yogurt Starter and Its Contribution to
Texture and Flavor .......................................
2:31
Manufacturing Procedures ...........................
2:32
Yogurt Quality Control ..................................................
2:36
1.6.1
Refrigerated Yogurt .....................................
2:36
1.6.2
Frozen Yogurt ..............................................
2:39
Physicochemical, Nutritional, and Health
Properties of Yogurt .....................................................
2:39
1.7.1
Prefermentation Changes ............................
2:39
1.7.2
Changes During Fermentation .....................
2:41
1.7.3
Postfermentation Changes ..........................
2:45
1.7.4
Prophylactic and Therapeutic
Properties ....................................................
2:45
References ...................................................................
2:54
1.5.2
1.5.3
1.6
1.7
1.8
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Contents
2.
xi
Ice Cream and Frozen Desserts ................................
2:57
2.1
2:59
Introduction ...................................................................
2.1.1
2.2
Steps in the Manufacture of Ice
Cream ..........................................................
2:59
2.1.2
Ice Cream as a "Generic" Name ..................
2:60
2.1.3
Government Regulations .............................
2:60
2.1.4
Types of Frozen Desserts ............................
2:61
Selection of Ingredient .................................................
2:61
2.2.1
Sources of Dairy Products ...........................
2:62
2.2.2
Nonconcentrated Milk Products ...................
2:63
2.2.3
Concentrated Milk Products .........................
2:67
2.2.4
Perishable Concentrated Milk
Products ......................................................
2:67
Dehydrated Concentrated Milk
Products ......................................................
2:69
2.2.6
Dry Whey .....................................................
2:73
2.2.7
Dried Buttermilk ...........................................
2:73
2.2.8
Other Dry Ingredients ..................................
2:74
2.2.9
Preserved Fluid Concentrated Milk
Products ......................................................
2:74
2.2.10 Frozen Concentrated Milk Products .............
2:75
2.2.11 Substitutes for Dairy Products .....................
2:75
2.2.12 Sweetening Agents ......................................
2:76
2.2.13 Sucrose .......................................................
2:79
2.2.14 Dextrose ......................................................
2:80
2.2.15 Corn Syrups .................................................
2:81
2.2.16 Honey ..........................................................
2:82
2.2.17 Stabilizers ....................................................
2:82
2.2.18 The Mode of Stabilizer Action ......................
2:87
2.2.19 Emulsifiers ...................................................
2:90
2.2.20 Miscellaneous Ingredients ...........................
2:92
2.2.5
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xii
Contents
2.3
Calculations and Mix Standardization .........................
2.3.1
Calculating MSNF in Skim Milk and
Cream ..........................................................
2:92
Standardization of Ice Cream Mixes –
the Simplest Case ........................................
2:93
The Serum Point Method of Mix
Standardization ............................................
2:94
Algebraic Method of Mix
Standardization ............................................
2:100
Restandardizing a Mix of Erroneous
Composition .................................................
2:104
2.3.6
Mix Made in a Vacuum Pan .........................
2:108
2.3.7
Calculating Density and Degrees
Baume (Be) .................................................
2:109
Formulation ..................................................................
2:110
2.3.2
2.3.3
2.3.4
2.3.5
2.4
2.4.1
Premium and Superpremium
Products ......................................................
2:112
2.4.2
The "All-Natural" Designation ......................
2:113
2.4.3
Formulations for a Plain (White) Ice
Cream Mix ...................................................
2:114
Formulations for a Chocolate Ice
Cream Mix ...................................................
2:114
2.4.5
Fruit Ice Cream ............................................
2:115
2.4.6
Products Containing 2 to 7% Fat .................
2:116
2.4.7
Products Containing 0 to 2% Fat .................
2:117
2.4.8
Sherbets and Ices ........................................
2:117
2.4.9
Direct-Draw Shakes .....................................
2:118
2.4.10 Frozen Yogurt ..............................................
2:119
2.4.11 Other Frozen Desserts ................................
2:119
2.4.12 Nonstandardized Products ...........................
2:120
Mix Processing .............................................................
2:121
2.5.1
2:121
2.4.4
2.5
2:92
Pasteurization ..............................................
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Contents
xiii
2.5.2
Homogenization ...........................................
2:125
2.5.3
Mix Cooling and Storage ..............................
2:127
Flavoring of Frozen Desserts .......................................
2:129
2.6.1
Flavor Character and Intensity .....................
2:132
2.6.2
Quantity of Flavoring ....................................
2:133
2.6.3
Propriety Flavorings .....................................
2:134
2.6.4
Vanilla Flavor ...............................................
2:134
2.6.5
Chocolate Flavor .........................................
2:135
Freezing of the Mix .......................................................
2:136
2.7.1
Amount of Water Frozen ..............................
2:138
2.8
Ice Cream Hardening ...................................................
2:142
2.9
Defects of Ice Cream ...................................................
2:145
2.9.1
Defects Identified by Sight ...........................
2:146
2.9.2
Defective Container .....................................
2:146
2.9.3
Product Appearance ....................................
2:146
2.9.4
Meltdown Characteristics of Ice
Cream ..........................................................
2:146
2.9.5
Defects of Texture .......................................
2:147
2.9.6
Defects in Body ...........................................
2:147
2.9.7
Flavor Defects .............................................
2:147
2.9.8
Defects Contributed by the Dairy
Ingredients ...................................................
2:148
Defects Due to Mix Processing and
Storage ........................................................
2:149
2.9.10 Defects Due to Flavoring Materials ..............
2:149
2.9.11 Defects Due to Sweetening Agents .............
2:149
2.9.12 Defects Due to Storage of Ice Cream ..........
2:149
2.9.13 Defects of Frozen Dessert Novelties ............
2:150
2.10 Plant Management .......................................................
2:151
2.11 Active Areas of Research in Ice Cream .......................
2:153
2.11.1 Ice Cream Mix .............................................
2:153
2.6
2.7
2.9.9
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xiv
3.
Contents
2.11.2 Ice Cream Structure .....................................
2:155
2.11.3 Processing and Freezing .............................
2:156
2.12 References ...................................................................
2:157
Cheese ......................................................................
2:161
3.1
Introduction ...................................................................
2:163
3.1.1
Classification ...............................................
2:164
3.1.2
Cheese Production and Composition ...........
2:165
3.2
Heat Treatment of Milk for Cheesemaking ..................
2:169
3.3
Cheese Starter Cultures ..............................................
2:173
3.3.1
Types of Cultures ........................................
2:174
3.3.2
Leuconostoc ................................................
2:178
3.3.3
Streptococcus salivarius subsp.
Thermophilus ...............................................
2:178
3.3.4
Lactobacilli ...................................................
2:179
3.3.5
Lactobacilli Found During Cheese
Ripening ......................................................
2:179
3.3.6
Propionibacteria ...........................................
2:180
3.3.7
Pediococci ...................................................
2:180
3.3.8
Molds ...........................................................
2:181
Growth of Starter Bacteria in Milk ................................
2:182
3.4.1
Inhibitors of Starter Bacteria ........................
2:182
Starter Culture Systems ...............................................
2:187
3.5.1
Culture Systems ..........................................
2:188
Culture Production and Bulk Starter
Propagation ..................................................................
2:191
3.6.1
History .........................................................
2:191
3.6.2
Concentrated Cultures .................................
2:191
3.6.3
Bulk Starter Propagation ..............................
2:192
3.6.4
pH-Controlled Propagation of
Cultures .......................................................
2:194
3.4
3.5
3.6
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Contents
xv
3.6.5
General Comments ......................................
2:196
3.6.6
Helpful Points to Phage-Free Starters .........
2:196
Manufacture of Cheese ................................................
2:197
3.7.1
Cheddar Cheese ..........................................
2:200
3.7.2
Stirred Curd or Granular Cheddar
Cheese ........................................................
2:200
3.7.3
Colby Cheese ..............................................
2:200
3.7.4
Swiss Cheese ..............................................
2:201
3.7.5
Parmesan Cheese .......................................
2:201
3.7.6
Mozzarella and Provolone Cheese ..............
2:205
3.7.7
Brick Cheese ...............................................
2:205
3.7.8
Mold-Ripened Cheese .................................
2:206
3.8
Cheese from Ultrafiltered Retentate ............................
2:207
3.9
Salting of Cheese .........................................................
2:210
3.10 Cheese Ripening and Flavor Development .................
2:210
3.10.1 Proteolysis of Caseins .................................
2:211
3.10.2 Proteolysis in Cheese ..................................
2:212
3.10.3 Amino Acid Transformations ........................
2:213
3.10.4 Flavor Development .....................................
2:213
3.11 Microbiological and Biochemical Changes in
Cheddar Cheese ..........................................................
2:215
3.11.1 Fate of Lactose ............................................
2:215
3.11.2 Fate of Casein .............................................
2:216
3.11.3 Microbiological Changes ..............................
2:217
3.11.4 Fate of Fat ...................................................
2:218
3.11.5 Flavor of Cheddar Cheese ...........................
2:219
3.12 Microbiological and Biochemical Changes in
Swiss Cheese ..............................................................
2:219
3.12.1 Fate of Lactose ............................................
2:220
3.12.2 CO2 Production ............................................
2:220
3.7
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