Ch. 15 Finishing & Packaging Flashcards

1
Q

Define clarification and list the main methods.

A

Clarification- all the processes, physical and chemical, used to make a wine clear

  • sedimentation
  • centrifugation
  • fining
  • filtering
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2
Q

Describe the process of sedimentation. What are the benefits and drawbacks of this method?

A
  • Wine is stored in cool conditions, and the solid matter in wine starts sinking naturally to bottom of vessel. Wine is then racked off, leaving sediment behind.

+
Some winemakers think this method avoids potential loss of texture and flavor

-
Takes time - wine can’t be sold until clarified - cost

**best for premium to super premium wines - too slow for high-volume, bulk production (time is money)

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3
Q

Describe the process of centrifugation. What are the benefits and drawbacks of this method?

A

A process that clarifies wine by spinning it at a high speed.

+
helpful for wines with a lot of matter in suspension

-
cost of buying machine

** best for high-volume production that can spread cost of machinery, and needs to clarify quickly

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4
Q

Describe the process of fining and its aims.

A

Fining is when a fining agent is added to speed up the process of the precipitation of suspended material in the wine.

AIIMS

  • catch unstable colloids (microscopic particles too small to be removed by filtering) –> colloid and fining agent bind, form a solid large enough to then be removed by racking or filtration
  • helps stabilize against formation of hazes later in bottle
  • solve other problems, like removing harsh tannins or browning in white wines
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5
Q

What are the three categories of common fining agents?

A
  1. Those that remove unstable proteins
  2. Those that remove phenolics that contribute undesirable color and bitterness
  3. Those that remove color and off-odors
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6
Q

What is bentonite and why would a winemaker use it?

A

Bentonite is a form of clay that is used as a fining agent to remove unstable proteins.

These proteins are removed in red wine when wine is racked (bc they bind w tannins), but can become a visible haze in whites and roses when wine is warmed up. Fined with bentonite to clarify.

It has minimal effect on flavor and texture of wine, but can lead to color loss in reds.

It remove large amount of sediment so wine is lost when racked off.

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7
Q

Which fining agents are used to remove phenolics that contribute undesirable color and bitterness?

A
    • used in conjunction w bentonite for own properties, avoid risk of over-fining
  • *if animal origin, have to be declared on label, may not be suitable for vegetarians/vegans
  1. egg white- ** high quality red wine bc can remove harsh tannins, clarify wine, is gentle (Napa Cab, Spanish Priorat)
  2. gelatine- ** PORK, clarification, bitterness, astringency, browning in whites // OJO easy to over-fine, removing flavors, risk of protein haze
  3. casein - **MILK, removes browning in whites
  4. isinglass- **FISH, clarifies white, gives them bright appearance // OJO can smell fishy, risk of protein haze forming
  5. vegetable protein products - **POTATO/LEGUMES suitable for vegetarian/vegan,
  6. PVPP - **PLASTIC removes browning and astringency from oxidised white wine
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8
Q

Why would a winemaker use charcoal?

A

Charcoal is used as a fining agent to remove color and off odors.

OJO- can easily over-fine, removing desirable aromas + flavors

SOLUTION- treat only one batch of affected wine, then blend with rest

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9
Q

Define filtration and describe the two main types

A

Filtration - a physical separation technique used to eliminate solids from a suspension by passing it through a filter that traps solid particles.

The most common way of clarifying wine

Can be:

  1. Depth filtration - traps particles in thickness of material that forms filter; can cope with large sediments (just pressed wine, gross lees), not absolute filter since some particles can make way through
  2. Surface filtration - blocks particles bigger than pore size of filter from passing; absolute filters
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10
Q

What are two examples/forms of depth filtration? List important considerations for each

A
  1. Diatomaceous earth (DE)- most common form of depth filtration
    - DE is processed into pure silica, inert, wetted and used as filter medium. Wine is sucked from outside of rotary drum, through DE, to inside of drum
    - Used for thick + cloudy wine (lees)
    - Oxidative - drum exposed to air; can also be enclosed and flushed w inert gas
    - can remove large or very small particles
    - high cost up front, after that cost is small
    - DE needs to be disposed of responsibly which adds cost
  2. Sheet filters- plate and frame or pad filters
    - Wine is passed through sheet of filtering material - more sheets, quicker wine is filtered
    - High initial investment (robust frame required to withstand pressure)
    - Trained personnel required to operate
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11
Q

What are the two types of surface filters? Describe important considerations for each.

A
  1. Membrane filters - known as cartridge filters
    - Not very suitable for cloudy wines or w/ thick deposits = pores get blocked, needs pre-filtering
    - smaller pores, slower process
    - usually used as final step before bottling to make sure wine is clear and stable, yeasts and bacteria are gone (called sterile filtering)
    - initial investment is small but cartridges are expensive - COMMON DURING BOTTLING/PACKAGING
  2. Cross-flow filters - known as tangential filters
    - Wines pass through filter while cleaning surface of filter as it works
    - Quick filtering of high load of particles or lees
    - Expensive to buy, but no need for continued purchase of materials - good for large/well funded wineries
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12
Q

What does stabilisation refer to? What are its principal aims?

A

Stabilisation - several winemaking interventions that need to be carried out to avoid undesired effects in finished wine

AIMS 
Remove
- unwanted hazes
- deposits in bottle
- rapid changes in wine
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13
Q

What are the main types of stability?

A

Protein stability - fining w bentonite
Tartrate stability - tartrates are harmless deposits of crystals that can form in finished wine, harmless but still seen as fault by consumer
Microbiological stability

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13
Q

What are the main types of stability?

A

Protein stability - fining w bentonite
Tartrate stability - tartrates are harmless deposits of crystals that can form in finished wine, harmless but still seen as fault by consumer
Microbiological stability

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14
Q

What options does a winemaker have for tartrate stability?

A
  • Cold stabilisation - 25F for 8 days- tartrates form before bottling and then are filtered out; colloids removed by fining first, needs equipment/cost of energy, only works for potassium bitartrate
  • Contact Process- quicker, continuous, more reliable, cheaper; potassium bitartrate added, cooled, then crystals filtered out
  • Electrodialysis - charged membrane removes selected ions; less energy, espensive at first then cheaper
  • Ion Exchange - switch out potassium and calcium ions for hydrogen and sodium ions, which won’t crystallize; legal considerations, health
  • CMC - cellulose that is extracted from wood and prevents tartrates from developing to visible size; used for inexpensive white wines, interacts w tannins so can’t be used for reds, cheaper than chilling
  • ## Metatartaric acid - adding this to wine prevents formation of potassium bitartrate and calcium tartrate crystals; compound is unstable, effect is lost esp at higher temps - best for early consumption wines, more reds than whites
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15
Q

What is the importance of microbiological stability? how is it achieved?

A
  • Avoid 2nd fermentation in bottle
  • Remove bacteria that can spoil wine

HOW

  • remove yeast thru sterile filtration
  • add sorbic acid and SO2
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16
Q

Which microbes can live in wine despite its low pH and high alc levels? What are solutions?

A
  • lactic acid
  • acetic acid
  • Brettanomyces (spoilage yeast)

Solve by

  1. ensure malo has been completed
  2. filter wine to remove bacteria
  3. if Brett is prob, filter or treat with DMDC before bottling
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17
Q

What final adjustments can be made as finishing options?

A
  • Adjust SO2
  • make sure within legal limits
  • free SO2 contains molecular SO2 which is effective one
  • Reduce dissolved oxygen
  • sparging - remove dissolved O2 by flushing wine with inert gas
  • dissolved O2 can accelerate speed of aging.in wine, reduce shelf life
  • Adding CO2
  • depending on style of wine (cheap, youthful white/rose), winemaker might add some CO2 for spritz effect, freshness - like VV, Txakolina, Cali rosé
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18
Q

What steps are taken throughout the production process to avoid wine faults?

A
  • Sorting to exclude damaged or moldy fruit
  • Exclusion of oxygen at key points in process
  • Temperature control
  • Scrupulous hygiene in wineries
  • Stabilisation
  • Final adjustment of SO2
  • Fining and filtering
  • Care over bottling
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19
Q

What are common wine faults found in wine?

A
  • Cloudiness and hazes
  • Tartrates
  • Re-fermentation in bottle
  • Cork taint
  • Oxidation
  • Volatile acidity
  • Reduction
  • Light strike
  • Brettanomyces
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20
Q

What are the main reasons for wine cloudiness/hazes and how can they be remedied?

A

REASONS

  • growth of yeast/bacteria + failure to filter adequately
  • too high-pressure pumping through depth filter, some molecules make it through
  • protein haze - fining not effective, use of wrong kind of fining agent or over-fining

SOLUTION

  • better hygiene in winery
  • pre-bottling chemical analysis
  • filter wine
  • fine correctly, conduct fining analysis
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21
Q

What are tartrates, how are they caused and how can they be prevented?

A
  • Colorless or white crystals in the bottom of bottle that can be mistaken for fragments of glass
  • Triggered by low temps - harmless but can be seen as fault by average consumer
  • Stabilization helps prevent
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22
Q

What happens when a wine is re-fermented in bottle and how can this be prevented?

A
  • bubbles + spritz + cloudiness indicate that a second fermentation has taken place in bottle
  • this happens after a failure to stabilise and clarify/filter wine adequately
  • some inexpensive/mid-priced wines will have CO2 added to preserve freshness
23
Q

What are the effects of cork taint?

A
  • moldy, wet cardboard smell
  • reduces fruit character
  • shortens finish of wines
24
Q

reasons/effects of oxidation

A
  • reason: exccesive exposure to oxygen either in winemaking process or once in bottle/container –> faulty bottling, poor quality corks, keeping wine for too long if quality doesn’t warrant it
  • effect: prematurely brown, loss of primary fruit, vinegary smell
25
Q

Effect of volatile acidity and how to reduce threat

A
  • Excessive amounts of VA give smell of vinegar/nail polish remover
  • reasons: activity of acetic acid bacteria, inadequate levels of SO2, excessive exposure to O2,
  • mitigate threat: careful sorting, careful hygiene, topping up, careful racking (no exposure to o2), monitoring adequate SO2 levels
26
Q

Effects/reasons/treatments for reduction

A
  • effect: sulfur-like odors that range from onion to rotten eggs, small amounts lead to match-stick aromas which add complexity
  • reason: high levels of volatile, reductive sulfur compounds –> caused by yeast under stress (low nitrogen); or complete exclusion of oxygen during ageing, esp w lees
  • treatment - make sure yeast isn’t stressed, has sufficient nutrients, O2, temps
27
Q

Effects/reasons/treatments for light strike

A
  • Reason: UV radiation reacts w some compounds in wine, wines are left in direct sunlight or fluorescent lighting
  • Effect: forms volatile sulfur compounds, gives dirty drain smell
  • Solutions: choice of packaging provides protection, storage away from direct light
28
Q

Effects/reasons/treatments for brettanomyces

A

Reason: Brett is type of yeast that infects winery
Effects: animal, spicy, farmyard smells - can add complexity in low levels in red wines, but at higher levels if those off flavors dominate, fruity flavors are reduced and acidity or tannins become more prominent - less balance, faultier
Solutions (difficult to eradicate, how to avoid)
- excellent hygiene
- maintain effective SO2 levels
- keeping pH levels low, add SO2 as soon as possible after alc and malo fermentation
- can be treated with filtration or DMDC before bottling

29
Q

What is the importance of oxygen management when packaging?

A
  • will determine shelf life and expected development of wine
  • too much O2 will lead to premature browning and oxidised characters (loss of fruit, bruised-apple)
  • too little O2 will lead to reductive characteristics (onion, rotten eggs)
30
Q

What is total package oxygen?

A

Combination of:

  • amount of dissolved O2 in wine
  • O2 in head space (greatest contributor)
  • amount of O2 in cork or other closure
  • oxygen transmission rate (OTR) of cork or closure
31
Q

What are the advantages and disadvantages of packaging wine in glass?

A

+

  • inert and conveys no taint
  • near sterile condition upon delivery
  • inexpensive, range of colors
  • 100% recyclable
  • best option for ageing, impermeable to oxygen

-

  • high carbon footprint - heat to manufacture, heavy to transport
  • fragile
  • wine is subject to rapid oxidation once wine has been partly drunk
  • clear bottles susceptible to light strike
32
Q

What are the characteristics of plastic packaging?

A
  • PET is light, tough, inexpensive, recyclable
  • lined with barrier to reduce oxidation, give reasonable shelf life
  • range of sizes
  • limited shelf life, quick consumption, informal settings, not fragile
    local laws, what permitted?
33
Q

What are the advantages and disadvantages of bag in box?

A
  • cardboard box with flexible bag inside that collapses with each pour

+
flexible pour size
good protection from oxygen
range of sizes available - home or commercial use
easy to store, less fragile
low environmental impact - light to transport, can be recycled

  • needs higher SO2 to counter oxidation
    low CO2 to avoid bulging
    local laws, what permitted?
  • shelf life 6-9 months, best up to a year
  • Australia + Sweden popular markets
34
Q

What are the characteristics of brick packaging?

A
  • Also called Tetra Pak
  • Paper card with plastic layers and aluminum foil layer to block oxygen, light
  • can be entirely filled with wine
  • filling equipment is big investment
  • best at lower price points, where price is major driver

local laws, what permitted?

35
Q

What are the characteristics of pouches?

A

0 Similar to bags inside bag in boxes
Available in range of sizes

local laws, what permitted?

36
Q

What are the characteristics of cans?

A
\+
light weight
robust
easy to open
impermeable to oxygen
recyclable
  • aluminum has to be lined w plastic so acid doesn’t eat it up
    filling equipment is big investment - generally has to be outsourced
    inexpensive + mid-priced wines, market acceptance doesn’t go beyond that
    local laws, what permitted?
37
Q

What are the properties of an ideal closure?

A
  • protect wine from rapid oxidation
  • inert, so quality not affected
  • easy to remove and re-insert
  • cheap, recyclable, free from faults
38
Q

What are the most common closures for bottles?

A
  • natural cork
  • synthetic closure
  • technical corks
  • screwcap
  • glass stoppers
39
Q

What are the advantages and disadvantages of natural cork?

A
\+
Light, flexible
Inert
comes from renewable, natural resource
range of quality and length - use what's appropriate depending on wien and intended price
- 
requires special tool to remove
can house harmful fungi
cork taint - creation of TCA and other related compounds - wet cardboard smell that supresses fruit character - 3-5% of bottles
variable rates of O2 ingress
40
Q

What efforts have been made by the cork industry to reduce or eliminate incidence of cork taint?

A
  • cleaning cork with steam extraction
  • cork + plastic closures (cleaned - Diam cork)
  • more rigorous quality control during cork production, including high cost tech solutions to check for TCA
  • inexpensive polymer barrier between cork + wine - @ end of cork, excludes aromas from cork to reach wine
41
Q

What are the options for technical corks?

A
  • “manufactured cork” to avoid costs and cork taint
  1. agglomerated cork - cheapest, cork granules glued together, only suitable for inexpensive wines
  2. one plus one - agglomerated cork at center, natural cork at both ends
  3. diam corks - cork particles cleaned and reconstituted with a plastic, winemaker can choose oxygen-ingress rate depending on intended consumption period for wine
42
Q

What are the characteristics of synthetic closures? Different types

A
  • known as plastic corks, made of food-grade plastic with silicone coating
  1. moulded closures - rigid, hard to re-insert, limited protection from O2 ingress so wines need to be for early consumption
  2. Extruded closures - more elastic, firm layer of plastic covers a plastic foam, range of O2 ingress rates

OJO - plastic absorb some flavor molecules

43
Q

What are the advantages and disadvantages of screwcap closures?

A

+
can be opened without special tool
eliminate risk of TCA

-
requires diff closure equipment from in-bottle closures
no oxygen ingress can become reductive after bottling - adapt to have lower SO2 levels
consumer acceptance varies by region - inexpensive vs quality wines

44
Q

What are the advantages and disadvantages of glass stoppers?

A
  • also referred to as Vinolok, closures made from glass where seal is formed by plastic ring

+
same storage length ability as natural cork
look expensive
easy to remove

-
special bottles must be used to ensure fit
as expensive as top quality cork - suitable for premium, supe rpremium

45
Q

What are the goals of pre-filling analysis?

A
  • check wine:
    is stable
    meet technical specification set by winemaker or client
    confirms to required legal stanards like SO2 or trace metals
46
Q

What’s the difference between traditional bottling and modern bottling techniques?

A

Traditional bottling -minimal treatment, if wine has been fermented to dryness the acid/alcohol should prevent microbial growth. if maturation is 6-12 months wine will become clear natural –> wine is siphoned to bottle and sealed w cork

Modern bottling (aseptic bottling) - removing any potentially harmful yeast or bacteria
- bottles are rinsed w/ sterile water and steam cleaned
47
Q

What are the advantages and disadvantages of cold bottling versus flash pasteurisation?

A

Different types of bottling:

  • sterile filtration (physically removes microorganisms without heat) OR
  • heat treatments (flash heat - heat and cooled down v rapidly)

+ of sterile filtration (cold bottling)
no effect on quality or early aging from heat

-
considerable investment
trained staff to supervise

48
Q

What considerations must be taken into account when filling other containers?

A
  • higher SO2 levels than in glass to counter oxydation
  • low dissolved O2 level
  • no head space
  • low CO2 (to avoid bag bulging)
  • wine must be sterile filtered and packed
49
Q

What are important considerations for post-bottling maturation?

A
  1. Does PDO require bottle maturation (like Chianti Classico Riserva or Rioja Reserva?
  2. Cost - storage conditions and space, insurance while wine is cellaring
  3. Glass bottles are best bc they are impermeable to air vs plastic bottle or bag in box
  4. Closure - can be selected depnding on OTR desired
  5. OTR - how much oxygen will be beneficial given grape variety, intended style?, how much O2 already dissolved in wine or in headspace of bottle
    * * small amount of O2 can be positive, allowing wine to develop slowly in bottle –> tannins soften, primary go to tertiary. better integration of oak
    * * too little O2 , can lead to reductive sulfur compounds, which can be positive at low levels like struck match, or rotten egg at high levels
  6. Cool dark place, undisturbed, 50-59F, constant humidity, bottles lying on side if sealed w cork
50
Q

What are the three main procedures for hygiene in the winery?

A
  1. cleaning - removal of surface dirt
  2. sanitation - reduction of unwanted orgs to low levels - WATER CONSUMPTION
  3. sterilisation - elimination of unwanted orgs - w/ alcohol or steam
51
Q

What is the importance of comprehensive quality assurance in a winery?

A

QA is the complete way a business organizes itself to deliver a good product consistently and to protect itself against legal challenge.

Includes quality control, which are set of practices with which company ensures a consistently good quality product

Having QA allows company to show they have taken all reasinable precautions to produce a safe, quality product for consumer - and be able to prove it w documentation

52
Q

What are different approaches to quality assurance and what are their main differences?

A

HACCP - Hazard Analysis of Critical Control Points –> company identifies all possible hazards that could affect final wine quality or safety, how serious, prevention and corrected
** MAIN DIFF - this is all carried out internally, no checking or auditing required by 3rd party

ISO - International Organization for Standardization –> ISO sets quality standards, then winery is audited by a separate certification body (MAIN DIFF - involves audits, 3rd parties) - can add higher level of audtis for ethics, environmental (Whole Foods for ex)

BOTH- costs + time of implementing

53
Q

What is the importance of traceability at a wine company?

A

Ability to

  • respond and investigate complaints about wine
  • improve practice to avoid similar problems in future
  • all steps need to be recorded from vineyard to winery to transport
  • keeping samples of every batch
54
Q

What are the advantages and disadvantages of shipping wine in bottle?

A

+
wine, bottling, labelling, external packaging all controlled by producer

-
smaller amount of wine can be shipped in single container - higher cost
financial and environmental cost of shipping weight of glass
potential damage to wine in transport w/ fluctuating temps; potential spoilage of labels
shorter shelf life of inexpensive wine bc had to be bottled earlier than if it were bottled close to final market

55
Q

What are the advantages and disadvantages of shipping in bulk?

A

+

  • more environmentally friendly - one container can hold more than twice the amount of wine than if it were in bottles
  • reduced cost + carbon footprint
  • less fluctuation of temp, less effect on wine of high temps during transport - reduced loss of fruit, oxidation
  • QC - parameters can be checked when filing container and when emptying it
  • final adjustments can be made closer to final consumer
  • shelf life of wine extended - this is calculated at time of bottling closer to final consumer - imp for bag in box, wines traveling long distances (Australia to Europe for ex)

-
loss of direct relationship w producer
transfer of business + jobs from producer country to final market
only viable for larger brands