Food Analysis Lab · W7
← → / Space to change slide · F fullscreen · Tap either side to turn pages
Food Analysis Lab · W7

Sugar: Brix and Total Sugar by the Phenol–Sulfuric Acid Method

Sugar — Refractometry (Brix) and the Phenol–Sulfuric Acid Method
Food Analysis Lab · 4-hour session
Refractometer Brix · Total sugar by phenol–sulfuric acid · Calibration-curve QC · Class B copper-reduction method (introduction)
BrixPhenol–sulfuric 490nmCalibration curveLOD/LOQSomogyi/Bertrand (Class B)
Pre-lab video (3 min) (Chinese narration)

Watch before class: a journey of measuring sugar with a beam of light and a drop of acid

Contents: ① Refractometer Brix (soluble solids ≠ pure sugar) → ② Handheld NIR Brix meter (1050 nm subtracts the scattering background) → ③ PLS modeling without data leakage → ④ Total sugar by phenol–sulfuric acid at 490 nm → ⑤ Standard bias and sugar alcohols that give no color → ⑥ Residual plot, LOD/LOQ and the Class B Somogyi titration method. Open on YouTube →

Before we start, watch three factory videos
The maple syrup factory says: 40 gallons of sap → 1 gallon of syrup?

Maple syrup line (10:10–11:13, boiled to about 4°C above the boiling point of water ↔ 66 °Brix) Orange juice line QC (06:56–07:57, in-line refractometer monitoring) Beet sugar line (15:25–17:09, lime purification)

A small caution about the videos: the beet sugar video describes lime purification (liming) as “raising concentration,” but what it actually does is raise purity — watch the video first; we will come back to this wording difference in class.

Today's question: the “40:1” in the maple syrup video sounds like a catchy rhyme — does it survive a mass-balance check? (We come back to answer it in the “Data” section.)

interactive lab

A journey of measuring sugar with a beam of light and a drop of acid: Predict → Observe → Explain

Six acts: Predict → ① Refractometer Brix → ② Handheld NIR with background subtraction → ③ PLS without data leakage → ④ Phenol–sulfuric acid at 490 nm → ⑤ Standard bias and sugar alcohols → ⑥ Residuals and the Class B Somogyi method. Open the lab in a new tab ↗

Today’s learning goals

After W7 you should be able to…

  • Use a refractometer to measure Brix, and know that Brix measures “soluble solids,” not “pure sugar”
  • Complete a phenol–sulfuric acid (DuBois) total-sugar calibration curve and calculate the total sugar of an unknown sample (g/100mL glucose equivalent)
  • Understand why choosing glucose vs fructose as the standard causes systematic bias
  • Distinguish reducing vs non-reducing sugars and understand why sugar alcohols give no color in the phenol–sulfuric acid method
  • Know the Somogyi / Bertrand methods (copper reduction + titration) of the Ministry of Labor's Class B certification (Food Inspection and Analysis, Class B technician), and tell how they differ from the Somogyi–Nelson colorimetric method in Nielsen
  • Follow the safety rules for concentrated sulfuric acid and phenol, and complete the 4-hour division of work and data QC (calibration curve, residuals, LOD/LOQ)

Theory review: this session does not repeat the full definitions of Brix, reducing sugars and total sugar, or the textbook vs Class B method comparison — see the full content in 📖 Full-principles deck (Nielsen Ch19, including the “textbook vs Class B” comparison) →.

Principle 1

Refractometer Brix: refractive index ↔ soluble solids

Light is refracted by the sample; the eye reads the scale at the light–dark boundary Incident light Illumination cover Thin sample layer Critical-angle ray Illuminated zone Prism (high-index glass) Sample refractive index ↑ → critical angle ↑ → boundary moves toward the dark zone Eyepiece view (schematic) 0510152025 Dark zone Bright zone Scale: °Brix (increases toward the dark zone) 11.5 °Brix Light–dark boundary = reading Temperature is compensated automatically by ATC Acids, salts and other solutes also raise the refractive index → juice Brix ≈ soluble solids, not “pure sugar”
Definition: The Brix scale relates refractive index at 20°C to “sucrose % (w/w).” Besides sugar, juices and syrups contain acids, salts and other solutes that also raise the refractive index — so a sample's °Brix ≈ total soluble solids, not exactly “pure sugar content.” This is also why we compare orange juice Brix with phenol–sulfuric total sugar later.
Temperature compensation: Most modern handheld/benchtop refractometers have ATC (automatic temperature compensation), but you should still work within the recommended temperature range.
Extension: non-destructive Brix

ATAGO PAL-HIKARi: read Brix without cutting the fruit

Flesh (sugar, water) Skin IR LED source Detector Light-blocking baffle: blocks the skin surface Directly reflected light Light scatters in the flesh; some is absorbed by sugar and water Schematic of interactance measurement: light source and detector sit side by side on the skin (illustration)
  • An infrared LED shines light into the fruit and the detector picks up light scattered back from the flesh — no cutting or juicing; measure on the tree or after harvest
  • The instrument has built-in conversion models for each fruit, so models are sold by fruit type (grape, strawberry, apple, pear, mango, melon, watermelon, corn… over 25 kinds) and users need no calibration of their own
  • The reading is a model-estimated Brix; such models are generally built with refractometer Brix of juice as the reference, so accuracy still has to be checked against the refractometer
  • Strong outdoor sunlight interferes; the display shows “nnn” to prompt you to shade the fruit and remeasure (ambient-light interference detected)
The manufacturer's webpage does not publish the wavelengths used or the accuracy specification; however ATAGO's US patent US11099127 discloses a design for a handheld non-destructive sugar meter, which we take apart on the next page (a patent design is not necessarily the specification of this product). ATAGO PAL-HIKARi product page ↗
Extension: taking a handheld sugar meter apart

ATAGO patent US11099127: how the light travels

Redrawn in simplified form from patent FIG. 17 (schematic, not to scale) Flesh: light is absorbed and scattered Ring lens Ring lens LEDs arranged around the circumference 6 center wavelengths Light guide 7 bandpass filters Sensor: returned light intensity at each wavelength Iₛ Dark gray band = ring-shaped contact part: presses on the skin and blocks outside light
  • Light path: LED light enters the flesh from the outer ring through the ring lens; the scattered light is collected by the central light guide and passes through the filters to the sensor — illumination and collection are separated, which blocks direct reflection from the skin surface
  • The 875 nm filter is paired with an 880 nm LED; the 1050 and 1064 nm filters share a 1064 nm LED — LED wavelength ≠ filter wavelength
The patent does not disclose the regression coefficients b0–b8 or any accuracy figures, so it cannot be used to rebuild or evaluate product performance; it is “one design,” not the actual specification of the PAL-HIKARi. Original text on Google Patents ↗
  • Bandpass filter: lets only a narrow band of wavelengths through, so the sensor measures one wavelength at a time
Extension: taking a handheld sugar meter apart

Calculating Brix from light intensity

Filter center (nm)Paired LED center (nm)Purpose
875880x1 = A875 − A1050
900900x2 = A900 − A1050
950950x3 = A950 − A1050
980980x4 = A980 − A1050
10201020x5 = A1020 − A1050
10501064Common reference
10641064x6 = A1064 − A1050
  • Absorbance A=log₁₀(I₀/Iₛ): I₀ is the intensity sent in, Iₛ the intensity collected
  • Subtract A1050 from all: sugar barely absorbs at 1050 nm, so it serves as a common reference that removes the overall offset from skin thickness and scattering
  • Multiple regression Ŷ=b0+b1x1+…: several x (wavelength differences, two temperatures) each multiplied by a coefficient and summed; the coefficients must be fitted to refractometer Brix of many fruit (PLS in W13 is the advanced version)
Mini-game ①Calculation challenge: intensity → absorbance → Brix (simulated data)Unanswered
Work it out by hand following the patent's method. 875 nm: I₀ = 1000, Iₛ = 500; 1050 nm: I₀ = 1000, Iₛ = 800 (same instrument units, a.u.). ① A = log₁₀(I₀/Iₛ) gives A875 and A1050; ② x1 = A875 − A1050; ③ substitute into the teaching assumption equation Ŷ = 8 + 20·x1. Find the predicted sugar content Ŷ. (This equation is for practicing the calculation only; it is not the manufacturer's coefficient and cannot be used for real fruit.)
°Brix
Extension: full-spectrum handheld NIR

Felix F-750: inside is a Carl Zeiss MMS-1 spectrometer

  • Spectrometer: Zeiss MMS-1 (enhanced VIS–NIR version), 310–1100 nm continuous spectrum, 256-pixel silicon photodiode array, about 3 nm sampling, resolution about 10 nm
  • Why it is stable: the grating, fiber inlet and detector are all fixed on a single glass body, aligned at the factory; thermal drift < 0.01 nm/K, suitable for taking to the orchard
  • Measurement: a tungsten lamp shines broadband light on a ring-shaped area of the skin, and after scattering in the flesh it is collected in the center (interactance) — the same concept as the ATAGO patent on the previous page
  • Predicts: soluble solids (°Brix), dry matter (DM), flesh and skin color, titratable acidity
  • You build the model: measure 10–200 training fruit plus destructive reference values (refractometer Brix, oven-dried DM), then use the manufacturer's Model Builder to build a model with PLS (second-derivative absorbance spectra) — exactly what W10–W13 do
  • Common in research: Walsh's group at CQU in Australia built fruit sugar models with the MMS-1 as early as 2000; more recently the F-750 measured mango dry matter with an RMSEP of about 0.8 %FW (Walsh et al., 2024; this is dry matter, not °Brix)
  • Note: the F-751 series (dedicated mango, avocado, etc. units) uses a Hamamatsu 640–1050 nm spectrometer with factory built-in models and is not the MMS-1
The manufacturer claims a prediction error RMSEP of about ±0.5 °Brix (see the “Understanding validation metrics” page for what RMSEP is); this is the vendor's own figure, and a new cultivar or season requires revalidation. Our department's Avantes 300–1100 nm covers almost the same band as the MMS-1 (310–1100 nm), so you can compare your own PLS results against it.
Felix F-750 product page ↗ Walsh et al. 2024 ↗
Near-infrared Brix measurement

Four approaches compared: a few wavelengths vs the whole spectrum

ApproachWhat is measuredWavelengthModel and calibrationMain error sources
Refractometer (this week's method)Refractive index of squeezed juice— (visible light)Zero with pure water, sucrose check solutionTemperature, uneven juice, where the juice is taken from
ATAGO handheld (patent design)Light scattered by the flesh, non-destructive6 LEDs, 7 filters (875–1064 nm)Multiple linear regression + two temperatures, built per fruit by the manufacturerCultivar, skin thickness, temperature, measurement position, ambient light
Felix F-750 (MMS-1)Light scattered by the flesh, non-destructive310–1100 nm continuous spectrumUser builds the PLS modelSame as above, plus the model's applicability range
This course: NIR + PLS (W10–W13)Reflectance spectra of skin or fleshAvantes 300–1100, 900–1650 nm; InnoSpectra NIR-S-G1 900–1700 nmBuild a PLS model yourself using refractometer Brix as the referenceSame as above, plus probe contact and fiber position

For extended terms (overtone/combination, PLS, RMSECV) see W10 Principles ↗ W13 Quality metrics ↗

Extension activity

Use this course's NIR instruments to verify non-destructive Brix yourself

Class extension activity: take 10 fruit of one kind (e.g., apples or oranges) and mark 2 spots on each at the equator → measure with both instruments: Avantes 300–1100 nm (fiber reflectance probe) and InnoSpectra NIR-S-G1 (900–1700 nm, placed on the skin), 3 replicates per spot → finish all NIR measurements before cutting the fruit, then cut flesh from the same spot, juice it, and measure Brix with the refractometer as the reference → first see which wavelengths correlate with Brix; in W13 use this data to build a PLS model and compare the two instruments. In general, short-wave NIR penetrates deeper into the flesh, while longer wavelengths mostly see only the part near the skin — which is exactly what makes the two instruments worth comparing.

Downloads:Student handout PDF Blank lab record sheet CSV
  • How to judge accuracy: plot “refractometer Brix vs NIR prediction” as a scatter plot with a y = x line; calculate Bias, MAE (mean absolute error) and RMSEP (root mean square error of prediction) — explained in plain language on the next page
  • 60 readings ≠ 60 fruit: 10 fruit × 2 spots × 3 replicates gives 60 readings, but there are only 10 independent samples; replicates only reflect repeatability
  • Avoid data leakage: all readings from the same fruit must go together into the training set or the test set; splitting them randomly makes RMSEP look too good
  • Practice: calculate Bias, MAE and RMSEP using a test set of 8 simulated fruit (test set CSV); the seven-channel intensity conversion can be checked against the simulated intensity CSV. Both are teaching simulation data, not patent measurements or instrument performance
Understanding validation metrics

Bias, MAE, RMSEP: how far off are the predictions

AbbreviationNameFormulaIn plain words
BiasBiasΣ(ŷ − y) / nWhether predictions are too high or too low on average (positive = overestimate); positive and negative errors cancel, so Bias ≈ 0 does not mean accurate
MAEMean absolute error
MAE
Σ|ŷ − y| / nIgnoring sign, the average miss per fruit in °Brix; the most intuitive
RMSEPRoot mean square error of prediction
RMSEP
√[ Σ(ŷ − y)² / n ]Square, average, then take the square root, so large errors are amplified; also in °Brix, and the one most often reported in papers and by manufacturers

y = refractometer reference value, ŷ = NIR predicted value, n = number of independent fruit. The same formula is called RMSEC when computed on the training set, RMSECV with cross-validation, and RMSEP only when computed on a test set that took no part in model building. Other abbreviations: NIR = near-infrared, PLS = partial least squares regression, DM = dry matter.

A small worked example with 3 fruit (illustrative data): reference 10.0 / 12.0 / 14.0, predicted 10.5 / 11.5 / 14.6 °Brix → error e = ŷ − y = +0.5 / -0.5 / +0.6
Bias = +0.20 MAE = 0.53 RMSEP = 0.54 °Brix
Bias is only +0.20 because +0.5 and −0.5 cancel; every fruit is actually off by about half a degree, so you need MAE and RMSEP to see that.
Want to learn more: chemometrics courses
Principle 2

Phenol–sulfuric acid method (DuBois, 1956): colorimetric determination of total sugar

  • Concentrated sulfuric acid causes sugars to undergo hydrolysis + dehydration, forming furfural derivatives
  • These derivatives condense with phenol to give a stable orange-yellow product, read colorimetrically at 490 nm
  • Measures total sugar (total carbohydrate), including sucrose and oligosaccharides (unlike copper-reduction methods, which measure only reducing sugars); note this is not the “sugars” on a nutrition label, which count only free monosaccharides and disaccharides
  • Sugar alcohols do not react (sorbitol, erythritol, etc.) — the g3 game will verify this shortly
  • Different sugars (e.g., fructose vs glucose) have different molar color yields, so changing the standard causes systematic bias
  • Color development is not strictly stoichiometric, so you must always run your own calibration curve
  • Add the concentrated sulfuric acid quickly in one go onto the liquid surface: the instant heat release makes the dehydration fast and uniform; adding slowly down the wall tends to layer and gives inconsistent color
Phenol–sulfuric acid (DuBois) procedure ① Take 2 mL sample/standard Place in a test tube ② Add 1 mL of 5% phenol Mix ③ Quickly add 5 mL concentrated sulfuric acid Add directly onto the liquid surface (in a fume hood) ④ Stand for 10 minutes then mix well ⑤ 25–30°C water bath 10–20 minutes for color development ⑥ Read absorbance at 490 nm Orange-yellow; compare with the calibration curve ⚠ Concentrated sulfuric acid releases intense heat + phenol is toxic Work in a fume hood throughout, wearing a face shield and acid-resistant gloves
Colorimetric determination

From color to concentration: the calibration curve

Statistics Ch04 Calibration curve ↗ 📖 Full-principles deck (UV-Vis colorimetry) →

Reducing vs non-reducing sugars

Check whether the anomeric carbon is free

Class B vs textbook

Class B introduction: how the copper-reduction method quantifies reducing sugars (not performed in this session)

Method ⇅Quantitation ⇅Color reagent/titrant ⇅End point/wavelength ⇅Applicable sugars ⇅Category ⇅
In all four methods, reducing sugars first reduce Cu²⁺ to Cu₂O; the difference is “how the amount of Cu₂O is read out.” Click a column header to sort and compare. Sucrose must first be inverted to reducing sugars with acid or invertase before the first three methods can measure it.
Mini-game ②Reducing vs non-reducing sugars: which side do these 8 sugars go on?0 / 8
Sort the 8 sugars into “Reducing sugar” or “Non-reducing sugar.”
Calibration

Before starting, calibrate three things

💧
Zero the refractometer
Zero with distilled water at 20°C; then check with a 10.0% (w/w) sucrose standard solution, which should read 10.0 °Brix
⬛
Zero the spectrophotometer
Zero with the reagent blank (no sugar, only phenol + concentrated sulfuric acid) to subtract the absorbance background of the reagents
📈
Run a calibration curve every time
Glucose standards 0, 20, 40, 60, 80, 100 µg/mL; prepare a new curve for each batch and never reuse an old one
4-hour lab schedule

Division of work and fume-hood rotation

TimeContents
0:00–0:30Briefing + safety demonstration: rules for concentrated sulfuric acid/phenol, fume hood use
0:30–1:15Refractometer calibration (distilled water zero + sucrose standard check) and Brix measurement of each sample
1:15–1:45Prepare glucose standards, dilute samples (maple syrup / orange juice / sports drink / winter melon tea)
1:45–3:00Phenol–sulfuric acid color reaction and 490 nm readings (all in the fume hood)
3:00–3:40Class B method introduction + calculation practice (Somogyi/Bertrand, no hands-on work)
3:40–4:00Plot the calibration curve, enter data into the summary table
Safety rules

Concentrated sulfuric acid · phenol · fume hood

🥽
Concentrated sulfuric acid releases intense heat when mixed with water
Wear a face shield + acid-resistant gloves throughout; add the acid quickly onto the liquid surface inside the fume hood, and never add water to acid
☠️
Phenol is toxic and is absorbed through the skin
Wear gloves and avoid skin contact; phenol waste must not be mixed with general waste and must be collected separately
🌡️
Do not hold hot test tubes directly
Tubes are very hot after the water bath; handle them with tube holders and let them cool before using the spectrophotometer
🧴
Collect concentrated sulfuric acid/phenol waste separately
Sort and collect according to the lab SOP; never pour down the sink
Mini-game ③Order the phenol–sulfuric acid procedure steps— / 6
Use ▲▼ to put the 6 steps of the phenol–sulfuric acid (DuBois) color reaction in the correct order.
Data · calibration curve

Phenol–sulfuric acid calibration curve: glucose 0–100 µg/mL

Illustrative data (not measured by this class). Regression: A = 0.0101×C + 0.0308, R² = 0.9994.
QC

The R² myth: a high R² does not mean good regression quality

Residual plot (illustrative data)
  • This group's calibration curve has R² = 0.9994 (looks beautiful), but the residuals are negative at both ends and positive in the middle, forming an arc — a sign that you should check the residuals, not just R²
  • LOD = 3.3σ/slope ≈ 3.50 µg/mL; LOQ = 10σ/slope ≈ 10.62 µg/mL (here σ is the SD of the regression residuals; in practice the SD of multiple blank readings is often used directly, with the same principle)
  • Sample readings below the LOQ can only be qualitative and should not be reported as quantitative results
Samples and data

Four samples, one comparison to discuss

  • Maple syrup: must be diluted heavily first to fall within the calibration range
  • Orange juice: measure both Brix and phenol–sulfuric total sugar and compare them
  • Sports drink: often contains high-fructose corn syrup (HFCS); watch for bias from the choice of standard
  • Winter melon tea: a dark sample; check whether the color after dilution still interferes with colorimetry, and subtract the background color with a sample blank without phenol
Orange juice comparison (illustrative data): Brix ≈ 11.5 °Brix vs phenol–sulfuric total sugar ≈ 9.5 g/100mL (glucose equivalent), a difference of ≈ 2.0. The gap mainly arises because Brix also counts acids and other soluble solids, while the phenol–sulfuric method colors only sugars; differences in color yield between sugars such as fructose and glucose also cause a small discrepancy.
Mass conservation (illustrative calculation, answering the opening 40:1):

Sap 2%, syrup 66% → mass ratio = 66/2 = 33 : 1

The volume ratio needs a density correction:
33 × (syrup density 1.33 / sap density 1.008) ≈ 43.5 : 1

Rule of 86: 86/2% ≈ 43 : 1, consistent with the volume ratio calculated above; the video's “40:1” fits exactly if the sap is just slightly sweeter (about 2.18%) — the order of magnitude matches, so this claim survives a mass-balance check.

Mini-game ④Calculation challenge: sports drink total sugar (g/100mL)Unanswered
A sports drink is diluted 1000-fold; 2 mL is developed by the phenol–sulfuric acid method and reads A = 0.637 at 490 nm. The calibration curve is A = 0.0101×C + 0.0308 (C in µg/mL). Find the total sugar of the original sample (g/100mL, glucose equivalent). Formulas: C=(A−b)/slope; total sugar = C×dilution factor×10⁻⁴.
g/100mL
Mini-game ⑤Brix and phenol–sulfuric acid method: live quiz0 / 5
Mini-game ⑥Phenol–sulfuric acid method: detected vs not detected0 / 6
Sort the 6 substances into “Detected by the phenol–sulfuric acid method” or “Not detected by the phenol–sulfuric acid method.”
Mini-game ⑦Decision challenge: choose the method (including Class B question types)0 / 5
Homework

Colab NB07

📥
Organize the calibration curve data
Using your group's glucose standard absorbances, calculate the regression equation and R²
📊
Calculate LOD / LOQ
Use the residual SD (or blank SD) to calculate 3.3σ/slope and 10σ/slope
🆚
Orange juice Brix vs total sugar
Discuss why the two differ, and explain clearly that “acids also count toward Brix”
🧮
One Class B calculation
Convert the titration volume of the Bertrand or Somogyi method into reducing sugar content

Colab NB07: Open NB07 in Colab ↗ · Beginner (no coding): Excel practice workbook EX07 ⬇. The report must include: Brix and total sugar results for each sample, calibration curve and residuals, LOD/LOQ, the orange juice Brix vs total sugar discussion, and one Class B calculation.

Self-check

By the end of today you should be able to…

Tap to tick — make sure you really can do it.

中文